Professional Documents
Culture Documents
ID
PS Project Start Up
PS.ACT.RBC Review Bid and Contract
PS.BT.010 Review and Analyze Bid Material 15
PS.BT.020 Review and Confirm Business Case 15
PS.BT.030 Identify Project Stakeholders 15
PS.BT.040 Review and Accept Project Budget 15
PS.RKM.020 Conduct Baseline Risk Assessment 15
PS.ACT.RPAC Review Project Assets with Client
PS.BT.050 Review Contract with Client 25
PS.BT.060 Review Project Approach with Client 25
PS.BT.070 Create Project Management Framework 25
PS.ACT.VSSOS Validate Scope, Stakeholders and OCM Strategy
PS.SM.010 Define and Confirm Scope 10
PS.CMM.010 Conduct Project Stakeholder Analysis 15
PS.OCHM.010 Understand Customer's Organizational Change Management Strategy 15
PS.ACT.DW Develop Workplan
PS.WM.010 Develop Baseline Project Workplan 10
PS.ACT.DSPB Develop Staff Plan and Budget
PS.FM.010 Refine Project Budget 15
PS.STM.010 Plan Resource Requirements 15
PS.STM.030 Staff Project 15
PS.STM.040 Prepare Orientation Guide(s) 15
PS.QM.030 Conduct Project Team Quality Management Orientation 15
PS.ACT.CPMP Complete Project Management Plan
PS.SM.020 Develop Scope Change Management Processes 10
PS.FM.020 Develop Financial Management Plan 15
PS.WM.020 Develop Work Management Execution and Control Processes and Policies 15
85 CPS
85 CPS
85 CPM, CPS
85 CPS
85 CPS
75 CPM, CPS
75 CPM, CPS
75 CPM, CPS
60 30 CPM, CPS
85 CPM, CPS
85 CPS
65 25 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
70 20 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPM, CPS
85 CPS
85 CPS
85 Advisory CPM, CPS
85 CPS
85 Advisory CPM
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
15 80 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPM, CPS
85 CPS
65 25 CPM, CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
85
85 CPS
85 CPS
85 CPS
85 CPS
85 CPS
45 50 CPS
85 CPS
85 CPS
85 CPS
65 25 CPS
85 CPS
85 CPS
PHASE ACTIVITY OUM TASK OUM TASK NAME
ID
INIT Initiate
INIT.ACT.PEF Prepare Envision Foundation
INIT.ER.010 Create Business Case for Envision Engagement
80 20 CS
50 50
50 50
100 SM
100 CEA, CS
100 CEA, CS
100 CEA, CS
60 (EA) CEA, CS
40 (BAR)
100 CEA
100 CEA
100 CEA
100 CS
50 50
100 CS
80 20 PM CS
100 PM CCS
10 90 CS
100 PM
100 PM CPM, CPS
50 50 PM CPM, CPS
100 PM CPM, CPS
70 30 PM CPM, CPS
100 CEA
100 CEA
100 CEA
100 PM
100 PM
100 PM CCML, CPM, CPS
100
100
100 CEA
100 (BAR) CEA
100 CEA
20 80 (IA) CEA
20 80 (IA) CEA
100 (BAR) CEA, CE
50 (EA) CEA
50 (BAR)
100 0 CEA
(20-50) (50-80)
100 CEA
EA (20) CEA
BAR (80)
100 CEA
100 CEA, CSOLA, CPM, CIO
100 CEA, CIO, CTO, CPMs
100 CEA, CSOLA, CIO
80 20(AA) CEA, CIO, CSE
100 CEA
50 (EA) CEA
50 (BAR)
100 CEA
100 CEA, CSOLA, CSDLC, CIO
100 CEA, CSOLA, CSDLC, CIO
100 CEA, CTO, CSE, CPMs
50 50 CEA, CS
20 80 (TA) CSOLA
100 CEA
30 (EA) CEA
70 (BAR)
100 CEA
100 CEA, CE
100 CEA, CPM, CS
50 (EA) CEA
50 (BAR)
20 80 (TA) CEA
50 50 (AA) CSOLA
50 50 (AA) CEA
30 70 (TA)
100 CSOLA
70 30 (AA) CEA
50 (EA) CEA
50 (BAR
100 CEA
100 CEA, CPS
50 50 CSDLC
30 70 CEA, CS
90 10 CEA, CPS
60 (EA) CEA
40 (BAR)
20 80 CEA
100 CEA
100 CEA, CPS
100 (BAR) CEA, CPS, CIO
100 CEA
50 50 CEA, CSOLA
100 CEA, CS
100 CEA
100 CEA
40 60 (IA) CSOLA
20 80 (TA) CSOLA
40 60 (AA) CSOLA
100 CEA, CE
30 70 (TA)
30 70
60 40 CEA
100 CEA, CIO
100 CEA, CPM, CS
40 60 CS
40 CEA
60 (BAR)
100 CEA, CS
100
80 20
70 30 PM
100 CEA
100 CEA
100 CEA
100
100 CEA
100 CEA
100 (BAR) CEA
20 (EA) CEA
80 (BAR)
60 (EA) CEA
40 (BAR)
20 80 CEA
100 CEA
100 CEA, CPS
100 (BAR) CEA, CPS, CIO
100 CEA
100 CEA
100 CEA
100 CEA, CPS
100 CEA
100 CEA, CIO
20 80
100 CERM
100 SOLA CPS
OUM to AIM Mapping
11
OUM to AIM Mapping
12
OUM to AIM Mapping
B Elaboration
B.ACT.DPS Define Project Strategy
B.DS.020 Define Application Extension Strategy
B.TE.005.2 Determine Testing Requirements
B.TE.010 Develop Testing Strategy
B.CV.020 Define Data Acquisition, Conversion and Data Quality
Strategy
B.DO.020 Define Documentation Standards and Procedures
B.TR.010.2 Define Training Strategy
B.TS.020.1 Define Cutover Strategy
B.ACT.DI Define Infrastructure
B.TA.020 Define Technical Architecture Requirements and Strategy
13
OUM to AIM Mapping
14
OUM to AIM Mapping
15
OUM to AIM Mapping
16
OUM to AIM Mapping
C Construction
C.ACT.FR Finalize Requirements
C.RD.042.3 Develop Glossary
C.RD.045.3 Prioritize Requirements (MoSCoW)
C.RD.130.2 Develop Baseline Architecture Description
C.RA.021.3 Tell User Story
C.RA.023.3 Develop Use Case Model
C.RA.024.2 Develop Use Case Details
C.RA.025.3 Identify Candidate Services
C.RA.027.3 Identify Candidate Business Rules
C.RA.028.3 Populate Business Rules Repository
C.RA.180.2 Review Use Case Model
C.ACT.AC Analyze - Construction
C.AN.035.2 Update Existing Analysis Specification
C.AN.040.2 Develop Analysis Architecture Description
C.AN.050.2 Analyze Data
C.AN.060.2 Analyze Behavior
C.AN.070.2 Analyze Business Rules
C.AN.080.2 Analyze Services
C.AN.085.2 Define Service
C.RA.026.2 Populate Services Repository
C.AN.090.2 Analyze User Interface
C.AN.100.2 Prepare Analysis Specification
C.AN.110.2 Review Analysis Model
17
OUM to AIM Mapping
18
OUM to AIM Mapping
19
OUM to AIM Mapping
20
OUM to AIM Mapping
D Transition
D.ACT.SUAT Support User Acceptance Test
D.TE.105 Prepare Users for Testing
D.TE.110 Prepare Acceptance Test Environment
D.TE.120 Support Acceptance Test
21
OUM to AIM Mapping
E Production
E.ACT.MPSP Manage Production System Performance
E.PT.120 Conduct Production Performance Management
E.ACT.EPS Evaluate Production System
E.TE.019.2 Collect, Assess and Refine KPI Measurements
E.PS.010 Audit System
E.ACT.RPP Resolve Production Problems
E.PS.050 Analyze Problems
E.PS.060 Monitor and Respond to System Problems
E.ACT.DCMRCCP Deploy Change Management Roadmap / Communication Campaign - Production
E.OCM.150.5 Conduct Change Management Roadmap / Communication
Campaign
E.OCM.155.4 Monitor Change Management Roadmap / Communication
Campaign Effectiveness
E.ACT.PF Plan for Future
E.RD.160 Convert Project Views to Reusable Viewpoints
E.PS.135 Determine Future Functional Enhancements
E.PS.140 Plan Enhancements
E.OCM.250 Measure Organizational Change Effectiveness
E.ACT.DITTP Deploy IT Transition Plan
E.OCM.260 Implement IT Transition Plan
E.ACT.SO Sign Off Milestone Summary
D.PMC.SO Sign Off Milestone
22
Manage Roles Implement Roles Client Roles
Role ID Role Name Role ID Role Name Specialized (Sub)Roles Estimating Role Mapping Role ID
PAD Project Administrator APS Application/Product Specialist APS-Functional Specialist BLM
PM Project Manager BA Business Analyst APS-Functional Specialist CAT
Project Lead(s) CMS Change Management Specialist CMS-Change Management Specialist CCML
Functional Lead(s) DBA Database Administrator DBA-DBA CCS
Technical Lead(s) DD Database Designer TA-Technical Architect CDA
Team Members DES Designer DEV-Technical Specialist (Developer) aka Apps Tech Specialist CDDBA
CPS Client Project Sponsor DV Developer DEV-Technical Specialist (Developer) aka Apps Tech Specialist CE
CPM Client Project Manager NE Network Engineer DEV-Technical Specialist (Developer) aka Apps Tech Specialist CEA
SCM Steering Committee Member QM Quality Manager DEV-Technical Specialist (Developer) aka Apps Tech Specialist CERM
SAD System Administrator TA-Technical Architect CFS
SAN System Analyst SE-Solution Architect (Software Engineer) CHRS
SA System Architect IA - Information Architect TA-Technical Architect CIO
TRS Training Specialist TS-Training Specialist CPDBA
TE Tester APS-Functional Specialist CPM
TW Technical Writer DEV-Technical
APS-Functional Specialist
Specialist (Developer) aka Apps Tech Specialist CPS
CS
CSA
CSAD
Envision Roles CSDLC
Role ID Role Name Specialized (Sub)Roles
CSE
CMS Change Management Specialist CSM
EA Enterprise Architect BAR - Business Architect CSOLA
SOLA Solution Architect AA - Application Architect CTO
DA - Domain Architect IQA
IA - Informaton Architect ISM
TA - Technical Architect KEY
SM Sales Manager OS
SS
USR
VC
VS
Client Roles
Role Name
Business Line Manager
Client Assessment Team
Client Change Management Lead
Client Communication Specialist
Client Data Administrator
Client Development Database Administrator
Client Executive
Client Enterprise Archtiect
Client Enterprise Repository Manager
Client Funtional Specialist
Client HR Specialist
Client Chieft Information Officer
Client Production Database Administrator
Client Project Manager
Client Project Sponsor
Client Stakeholder(s)
Client System Architect
Client System Administrator
Client Software Development Lifecycle Staff