项目与文档【3001】PJM随谈-基于瀑布开发模型的项目管理

从进入CDC， 整个研发团队是瀑布开发模式， 瀑布模型（Waterfall Model）瀑布模型是将软件生存周期的各项活动规定为按固定顺序而连接的若干阶段工作，形如瀑布流水，最终得到软件产品。

说到这里，首先要定义角色

ROLES AND RESPONSIBILITIES

• PJM（项目管理者）
  • supervise schedule for work ordered to other teams （督导时间表，安排好与其他团队的工作）
  • risk and cost management （风险管理和费用（成本）管理）
  • driving overall project progress for each stage（驱动在每一个阶段的项目进度 ）
  • cross-team process creation, update and discussions （跨团队的任务的创建、更新和讨论）
  • inform DVM about quality concerns （提示DVM关注项目质量）
  • manage project management tools （管理项目管理工具，例如Jira,confluence）

• DVM （开发管理者）
  • enforce process (实施进程)
  • drive timely delivery of high-quality code （驱动及时交付高质量的代码）
  • provide estimates in order to know what to include in each release as well as to calculate ROI （提供每个发布包含哪些内容的预估并且计算ROI）
  • Engage PJM to deal with outside Ichiba team schedule, risk and issues as soon as possible. (DVM及时发现开发中的问题，并及时跟PJM沟通，以确保PJM能够尽快地处理与外部团队的排期，风险和问题)

• PDM （产品管理者）
  • enforce process(实施进程)
  • set priority for features, and bugs when needed （设定产品特征和BUG的优先级）
  • drive delivery of high-quality specifications （驱动交付高质量的式样）
  • regularly inform team members about product roadmap （定期向团队成员公布产品路线图）
  • provide GMS estimates in order to prioritize requirements as well as to calculate ROI （提供GMS来排定需求的优先级）
  • create user manuals and release notes (创建用户手册和发布说明)
  • Engage PJM to deal with outside Ichiba team schedule, risk and issues as soon as possible. （PDM及时发现式样定义中的问题，并及时跟PJM沟通，以确保PJM能够尽快地处理与外部团队的排期，风险和问题）
  • test releases, ensure high quality （测试发布的版本，确保高质量输出）
    

Process	Time	Responsibilities	Role	Participants	Deliverable	comment
0. Management
		Budget Management	PJM		Cost Model
		Time Management (overall)	PJM		Excel Schedule and WBS
		Time Management (detailed)	Requirements: PDM (assisted by PJM) Development work: DVM (assisted by PJM)		PJM receives estimations for Due Dates and input into Project schedule
		Coordination with CWD (detailed)	PDM
		Coordination with BU	PDM	PJM	PDM: 分享季度开发计划
1. Prepare Budget Application
	1st week at month of prepare budget application (case by case)	Preliminary requirements discussion (初步需求讨论会)	PDM	Team Leader Minrong Shiwei(Option) SSP(Option)	讲解案件初步需求，讨论、确定涉及的服务 评估技术的可行性； 起案的合理性； 预估案件大小（工数）， 是否需要分期及技术角度的分期建议 确认是否有其他开发团队参与 7. 确定PJM
	2nd week at month of prepare budget application	Functional Specification (detailed)	PDM	Team Leader PJM	Confluence document 确定DVM
	3rd week at month of prepare budget application (case by case)	prototype design discussion （原型讨论会）	PDM	Team Leader PJM DVM  ENG	1.工数的预估（给出哪些无法预估） 2.评估所需资源（infra、CWD等）	1.讲解需求UI的呈现及交互方式，讨论、确定交互及UI呈现的可行性、合理性
	4th week at month of prepare budget application (case by case)	Draft MRD (初稿MRD讨论会)	PDM	PJM DVM ENG	The modifying part of draft MRD	讲解MRD(MRD PPT初稿)，讨论、确定MRD中描述的需求及范围的准确性、合理性；
	4th week at month of prepare budget application (case by case)	MRD fixed	PDM	PJM DVM ENG	Fixed MRD	讲解fixed MRD，最终确认MRD； 2. 确认有其他开发团队参与，则需准备相应的英文资料，并约相关团队进行MRD的讲解。
2.Budget Application						1-Budget Application
	Month of budget application	Send MRD (English version) to CWD	PDM		Notice the month of budget application , to remain the resource.
	1st weeks at month of budget application	Estimate Development Effort	DVM	ENG	Submit human cost and schedule to DVM
	1st weeks at month of budget application	Adjusting human resource	DVM		Submit human cost and schedule to PJM
	1st weeks at month of budget application	Meeting with Infra member for infra Estimate	PJM	DVM ENG	Meeting minutes from discussions with Infra Members (PDM introduce project, DVM Submit apply content)
	1st weeks at month of budget application	QA Estimate	PJM	PDM	Supply budget to Admin for update of ROS.
	1st weeks at month of budget application	Security Audit Estimate	PJM	System Security Office	Supply budget to Admin for update of ROS.
	1st weeks at month of budget application	Create Overall Schedule	PJM	DVM PDM	Excel Schedule
	1st weeks at month of budget application	Create Detailed Schedule (implementation)	DVM		Detailed Schedule
	2nd weeks at month of budget application	Explain of Schedule and Mandays	PJM	DVM	Approved Schedule and Mandays	DVM to report Mandays PJM to report Schedule
	Approved on Friday of 2nd weeks at month of budget application	Business Case Creation and Approval	PDM/PJM		Project introduction PPT Mandays, Schedule, BudgetApplication,	Taiwan Service Decision Making MTG summit and get approval PDM : Project introduction PPT (Function, KPI) PJM: BudgetApplication,Mandays, Schedule)
	2nd weeks at month of budget application	PMO Ticket	PJM		Submit PMO ticket to SSP get approval
	3rd weeks at month of budget application	Registration in EYES	PJM		Send Email to Japan PDM to support get EYES Code in EYES system.
	3rd weeks at month of budget application	Dezi Ticket	PJM		Submit DEZI ticket to apply budget
3. Project Start Phase						0_Project Start
	1st week before design stage	Process Design (development process. select tools)	PJM		Confluence documentation	reference: 0_Project Start
	1st week before design stage	Communication Management	PJM		Confluence documentation	reference: 0_Project Start
	1st week before design stage	Project Objectives	PJM		Confluence documentation	reference: 0_Project Start
	1st week before design stage	Education (project management training)	PJM			reference: 0_Project Start
	1-3 days before design stage	Project start Meeting	PJM	DVM,PDM,ENG	All project members to attend (about MRD question, Schedule .etc)
	1-3 days before design stage	Create WBS	PJM		WBS	Milestone （Task of each stage）
	1-3 days before design stage	Create Detailed WBS	DVM		WBS (Design, development,ENG test,Release)	detailed task
	1-3 days before design stage	Create Detailed WBS	PDM		WBS (PM test)	detailed task
	1st week before design stage	UI Specification Meeting	PDM	CWD	UI Specification document
	case by case	UI Design Estimate according to UI Specification	CWD		Estimated man-days and cost	PDM need to confirm with Taiwan
	case by case	Provide the Due date according to ENG' schedule	PDM		Due date for providing HTML
	case by case	Provide CWD Schedule according to ENG's due date	CWD		CWD Schedule
4. Design and design review
Design	3-5 Days	Overall Architecture	DVM	ENG	Confluence documentation
		DB Schema Design	DVM	ENG	Confluence documentation
		Hardware Design	DVM	ENG	Apply to Infra and Confluence documentation
		Application Design (RMS/MALL)	DVM	ENG	Confluence documentation
Design Review	1-2 Days	Overall Architecture	Team Manager : ZhuShiwei	DVM	Approved documentation	Architecture Design and Program Design
		DB Schema Design	Team Leader	DVM,ENG	Approved documentation
		Hardware Design	Infra Members	DVM,ENG	Approved documentation
		Application Design (RMS/MALL)	Team Leader	DVM,ENG	Approved documentation
	Case by case	Create Mock-ups	CWD	PDM
	Case by case	Confirm Mock-ups	PDM		Confirmed Mock-ups	PDM need to confirm with Taiwan
	Case by case	Create Design (Image Description)	CWD	PDM
	Case by case	Confirm Design (Image Description)	PDM		Confirmed Design (Image Description)	PDM need to confirm with Taiwan
	Case by case	Create HTML page	CWD	PDM
	case by case	Confirmed HTML page	DVM/PDM	ENG	Confirmed HTML source file (确定设计原型)	PDM need to confirm with Taiwan
Apply support	ASAP	Apply QA	PJM		Apply JIRA ticket to QA
	ASAP	Apply Appscan	DVM		Apply JIRA ticket to System Security Office
	ASAP	Apply Security Audit	DVM		Apply JIRA ticket to System Security Office
	The last day of design stage	Design finished MTG (CDC)	DVM	ENG PJM PDM(Option)	Confluence documentation(Architecture Design Document,Program Design Dcoument)	All project members to attend (Judge to whether can enter the next phase )
5.Development & Unit test						3-Development
	Case by case	Programing	DVM	ENG	Coding
	Case by case	Unit Test	DVM	ENG	(Unit Test Code Coverrage(>=80%)
	3-5 days	Code Review	DVM	ENG	Code source
6.DEV Test
		Prepare test case	DVM	ENG	Test case document
		DEV Release	DVM	ENG	n/a
		Dev Test	DVM	ENG	Problem tickets
		Bug Fix after Test	DVM	ENG	Fixed ticket
	1-2 days before dev test finished	DEV test result Demo MTG	DVM	ENG PJM PDM(Option)	Demonstrable function	ENG demonstrate their own development efforts on DEV
7.Internal STG Test						4-Internal STG Test
	2-5 days	Prepare Join Test Case	PDM		Created test cases
	1 day	Test case review MTG	PDM	DVM ENG PJM(Option)	Meeting with DVM, and review the test case
	1 week or more	Prepare Load Test Case	DVM	ENG	DVM arraign Eng prepare Load test case document
	1 days	Load test case review	DVM		review Load test case
	5 days	INFRA (JP) Review Load test case	DVM		Need to INFRA (JP) Review Load test case
	case by case	Join Test (ENG)	DVM	ENG	DVM arraign Join Test by ENG
	1-2 days before Eng stg test finished	STG test result Demo MTG	DVM	ENG PJM PDM	ENG demonstrate their own development efforts on STG, PDM attend.
	case by case	Join Test (PDM)	PDM	ENG	Join Test Report	STG测试结束以后发出report说明STG阶段结束
	3-5 days	Load Test	DVM	ENG	Load Test report	DVM arraign Eng to do Load Test, and submit Load Test report to INFRA (JP)
8.External STG Test						5-External STG Test
	1 weeks before QA test	QA Test case review	PDM/DVM		QA test case docuement	PDM review UI part, DVM review function part and flow part.
	case by case	QA Test	QA Team	PDM DVM	Problem tickets
	3-5 days	QA Test after bugfix	DVM	ENG	Fixed ticket	DVM arraign arraign to fix these tickets
	1-3 days	Appscan Test	Executed by CDC (DVM) Executed by SSO		Appscan Test report
	0 or 1 day	Appscan Test after bugfix	DVM	ENG	Fixed ticket	DVM arraign arraign to fix these tickets
	3 ~5 days	Security Audit Test	Executed by SSO		Security Audit Test report
	0 or 2 days	Audit Test after bugfix	DVM	ENG	Fixed ticket	DVM arraign ENG to fix these tickets
	case by case	JV Test	JV	PDM/Eng	Fixed ticket	DVM arraign ENG to fix these tickets
9.Release					Release	Reference: Service Operation [Service Transit] Release & Service Test Work Flow
	1-2 weeks before release	Merge code and Tag and test	DVM	ENG	Merged code
	2 weeks before release	Prepare TimeSchedule and release manual	DVM	ENG	TimeSchedule Operation manual
	2 weeks before release	Prepare Release confirm manual	PDM		Confirm manual
	2 weeks before release	Release manual Review	DVM		reviewed Release manual
	2 weeks before release	TimeSchedule Review meeting	DVM	PDM ENG PJM	TimeSchedule	Share TimeSchedule to all please release members
	2 weeks before release	Release Rehearsal	DVM/PDM	ENG	Confirmed TimeSchedule/Operation manual/Confirm manual	Release Rehearsal on STG
	2 weeks before release	Adjuest after Release Rehearsal	DVM	ENG	Fixed function or UI	Adjuest after Release Rehearsal on STG
	1-2 weeks before release	Release Plan Sharing on IIPM(Option)	PDM		IIPM Report	Share Release Plan
	1 week before release	Release Judge meeting	PJM	DVM PDM TM (Shiwei) SSP(Fumiyama)	Judgment Sheet	PJM will report the whole progress DVM will report the detail (Such as load test , time schedule)
	1-3 days before release	Release Announcement (Option)	PJM		Announcement JIRA ticket	Taiwan Service Decision Making MTG summit (Stop Maintenance or affect on taiwan services need to share)
	1-2 days	Release	DVM	PJM/PDM	New function on Pro	PJM to send srart and finished email ,and to lead the release. DVM to do release operation according to operation manual PDM to do confirm operation according to confirm manual
10.Retrospect
	1 week after project release	Retrospective Meeting	PJM	DVM PDM ENG TL	Meeting minutes of retrospective Meeting	All project members to attend
	2nd months after project release	KPI Monitoring(Option)	PDM		IIPM report
11.Post-deploy Phase
		Troubleshooting	PDM/ENG

Process	Time	Responsibilities	Role	Participants	Deliverable	comment
0. Management
		Budget Management	PJM		Cost Model
		Time Management (overall)	PJM		Excel Schedule and WBS
		Time Management (detailed)	Requirements: PDM (assisted by PJM) Development work: DVM (assisted by PJM)		PJM receives estimations for Due Dates and input into Project schedule
		Coordination with CWD (detailed)	PDM
		Coordination with BU	PDM	PJM	PDM: 分享季度开发计划
1. Prepare Budget Application
	1st week at month of prepare budget application (case by case)	Preliminary requirements discussion (初步需求讨论会)	PDM	Team Leader Minrong Shiwei(Option) SSP(Option)	讲解案件初步需求，讨论、确定涉及的服务 评估技术的可行性； 起案的合理性； 预估案件大小（工数）， 是否需要分期及技术角度的分期建议 确认是否有其他开发团队参与 7. 确定PJM
	2nd week at month of prepare budget application	Functional Specification (detailed)	PDM	Team Leader PJM	Confluence document 确定DVM
	3rd week at month of prepare budget application (case by case)	prototype design discussion （原型讨论会）	PDM	Team Leader PJM DVM  ENG	1.工数的预估（给出哪些无法预估） 2.评估所需资源（infra、CWD等）	1.讲解需求UI的呈现及交互方式，讨论、确定交互及UI呈现的可行性、合理性
	4th week at month of prepare budget application (case by case)	Draft MRD (初稿MRD讨论会)	PDM	PJM DVM ENG	The modifying part of draft MRD	讲解MRD(MRD PPT初稿)，讨论、确定MRD中描述的需求及范围的准确性、合理性；
	4th week at month of prepare budget application (case by case)	MRD fixed	PDM	PJM DVM ENG	Fixed MRD	讲解fixed MRD，最终确认MRD； 2. 确认有其他开发团队参与，则需准备相应的英文资料，并约相关团队进行MRD的讲解。
2.Budget Application						1-Budget Application
	Month of budget application	Send MRD (English version) to CWD	PDM		Notice the month of budget application , to remain the resource.
	1st weeks at month of budget application	Estimate Development Effort	DVM	ENG	Submit human cost and schedule to DVM
	1st weeks at month of budget application	Adjusting human resource	DVM		Submit human cost and schedule to PJM
	1st weeks at month of budget application	Meeting with Infra member for infra Estimate	PJM	DVM ENG	Meeting minutes from discussions with Infra Members (PDM introduce project, DVM Submit apply content)
	1st weeks at month of budget application	QA Estimate	PJM	PDM	Supply budget to Admin for update of ROS.
	1st weeks at month of budget application	Security Audit Estimate	PJM	System Security Office	Supply budget to Admin for update of ROS.
	1st weeks at month of budget application	Create Overall Schedule	PJM	DVM PDM	Excel Schedule
	1st weeks at month of budget application	Create Detailed Schedule (implementation)	DVM		Detailed Schedule
	2nd weeks at month of budget application	Explain of Schedule and Mandays	PJM	DVM	Approved Schedule and Mandays	DVM to report Mandays PJM to report Schedule
	Approved on Friday of 2nd weeks at month of budget application	Business Case Creation and Approval	PDM/PJM		Project introduction PPT Mandays, Schedule, BudgetApplication,	Taiwan Service Decision Making MTG summit and get approval PDM : Project introduction PPT (Function, KPI) PJM: BudgetApplication,Mandays, Schedule)
	2nd weeks at month of budget application	PMO Ticket	PJM		Submit PMO ticket to SSP get approval
	3rd weeks at month of budget application	Registration in EYES	PJM		Send Email to Japan PDM to support get EYES Code in EYES system.
	3rd weeks at month of budget application	Dezi Ticket	PJM		Submit DEZI ticket to apply budget
3. Project Start Phase						0_Project Start
	1st week before design stage	Process Design (development process. select tools)	PJM		Confluence documentation	reference: 0_Project Start
	1st week before design stage	Communication Management	PJM		Confluence documentation	reference: 0_Project Start
	1st week before design stage	Project Objectives	PJM		Confluence documentation	reference: 0_Project Start
	1st week before design stage	Education (project management training)	PJM			reference: 0_Project Start
	1-3 days before design stage	Project start Meeting	PJM	DVM,PDM,ENG	All project members to attend (about MRD question, Schedule .etc)
	1-3 days before design stage	Create WBS	PJM		WBS	Milestone （Task of each stage）
	1-3 days before design stage	Create Detailed WBS	DVM		WBS (Design, development,ENG test,Release)	detailed task
	1-3 days before design stage	Create Detailed WBS	PDM		WBS (PM test)	detailed task
	1st week before design stage	UI Specification Meeting	PDM	CWD	UI Specification document
	case by case	UI Design Estimate according to UI Specification	CWD		Estimated man-days and cost	PDM need to confirm with Taiwan
	case by case	Provide the Due date according to ENG' schedule	PDM		Due date for providing HTML
	case by case	Provide CWD Schedule according to ENG's due date	CWD		CWD Schedule
4. Design and design review
Design	3-5 Days	Overall Architecture	DVM	ENG	Confluence documentation
		DB Schema Design	DVM	ENG	Confluence documentation
		Hardware Design	DVM	ENG	Apply to Infra and Confluence documentation
		Application Design (RMS/MALL)	DVM	ENG	Confluence documentation
Design Review	1-2 Days	Overall Architecture	Team Manager : ZhuShiwei	DVM	Approved documentation	Architecture Design and Program Design
		DB Schema Design	Team Leader	DVM,ENG	Approved documentation
		Hardware Design	Infra Members	DVM,ENG	Approved documentation
		Application Design (RMS/MALL)	Team Leader	DVM,ENG	Approved documentation
	Case by case	Create Mock-ups	CWD	PDM
	Case by case	Confirm Mock-ups	PDM		Confirmed Mock-ups	PDM need to confirm with Taiwan
	Case by case	Create Design (Image Description)	CWD	PDM
	Case by case	Confirm Design (Image Description)	PDM		Confirmed Design (Image Description)	PDM need to confirm with Taiwan
	Case by case	Create HTML page	CWD	PDM
	case by case	Confirmed HTML page	DVM/PDM	ENG	Confirmed HTML source file (确定设计原型)	PDM need to confirm with Taiwan
Apply support	ASAP	Apply QA	PJM		Apply JIRA ticket to QA
	ASAP	Apply Appscan	DVM		Apply JIRA ticket to System Security Office
	ASAP	Apply Security Audit	DVM		Apply JIRA ticket to System Security Office
	The last day of design stage	Design finished MTG (CDC)	DVM	ENG PJM PDM(Option)	Confluence documentation(Architecture Design Document,Program Design Dcoument)	All project members to attend (Judge to whether can enter the next phase )
5.Development & Unit test						3-Development
	Case by case	Programing	DVM	ENG	Coding
	Case by case	Unit Test	DVM	ENG	(Unit Test Code Coverrage(>=80%)
	3-5 days	Code Review	DVM	ENG	Code source
6.DEV Test
		Prepare test case	DVM	ENG	Test case document
		DEV Release	DVM	ENG	n/a
		Dev Test	DVM	ENG	Problem tickets
		Bug Fix after Test	DVM	ENG	Fixed ticket
	1-2 days before dev test finished	DEV test result Demo MTG	DVM	ENG PJM PDM(Option)	Demonstrable function	ENG demonstrate their own development efforts on DEV
7.Internal STG Test						4-Internal STG Test
	2-5 days	Prepare Join Test Case	PDM		Created test cases
	1 day	Test case review MTG	PDM	DVM ENG PJM(Option)	Meeting with DVM, and review the test case
	1 week or more	Prepare Load Test Case	DVM	ENG	DVM arraign Eng prepare Load test case document
	1 days	Load test case review	DVM		review Load test case
	5 days	INFRA (JP) Review Load test case	DVM		Need to INFRA (JP) Review Load test case
	case by case	Join Test (ENG)	DVM	ENG	DVM arraign Join Test by ENG
	1-2 days before Eng stg test finished	STG test result Demo MTG	DVM	ENG PJM PDM	ENG demonstrate their own development efforts on STG, PDM attend.
	case by case	Join Test (PDM)	PDM	ENG	Join Test Report	STG测试结束以后发出report说明STG阶段结束
	3-5 days	Load Test	DVM	ENG	Load Test report	DVM arraign Eng to do Load Test, and submit Load Test report to INFRA (JP)
8.External STG Test						5-External STG Test
	1 weeks before QA test	QA Test case review	PDM/DVM		QA test case docuement	PDM review UI part, DVM review function part and flow part.
	case by case	QA Test	QA Team	PDM DVM	Problem tickets
	3-5 days	QA Test after bugfix	DVM	ENG	Fixed ticket	DVM arraign arraign to fix these tickets
	1-3 days	Appscan Test	Executed by CDC (DVM) Executed by SSO		Appscan Test report
	0 or 1 day	Appscan Test after bugfix	DVM	ENG	Fixed ticket	DVM arraign arraign to fix these tickets
	3 ~5 days	Security Audit Test	Executed by SSO		Security Audit Test report
	0 or 2 days	Audit Test after bugfix	DVM	ENG	Fixed ticket	DVM arraign ENG to fix these tickets
	case by case	JV Test	JV	PDM/Eng	Fixed ticket	DVM arraign ENG to fix these tickets
9.Release					Release	Reference: Service Operation [Service Transit] Release & Service Test Work Flow
	1-2 weeks before release	Merge code and Tag and test	DVM	ENG	Merged code
	2 weeks before release	Prepare TimeSchedule and release manual	DVM	ENG	TimeSchedule Operation manual
	2 weeks before release	Prepare Release confirm manual	PDM		Confirm manual
	2 weeks before release	Release manual Review	DVM		reviewed Release manual
	2 weeks before release	TimeSchedule Review meeting	DVM	PDM ENG PJM	TimeSchedule	Share TimeSchedule to all please release members
	2 weeks before release	Release Rehearsal	DVM/PDM	ENG	Confirmed TimeSchedule/Operation manual/Confirm manual	Release Rehearsal on STG
	2 weeks before release	Adjuest after Release Rehearsal	DVM	ENG	Fixed function or UI	Adjuest after Release Rehearsal on STG
	1-2 weeks before release	Release Plan Sharing on IIPM(Option)	PDM		IIPM Report	Share Release Plan
	1 week before release	Release Judge meeting	PJM	DVM PDM TM (Shiwei) SSP(Fumiyama)	Judgment Sheet	PJM will report the whole progress DVM will report the detail (Such as load test , time schedule)
	1-3 days before release	Release Announcement (Option)	PJM		Announcement JIRA ticket	Taiwan Service Decision Making MTG summit (Stop Maintenance or affect on taiwan services need to share)
	1-2 days	Release	DVM	PJM/PDM	New function on Pro	PJM to send srart and finished email ,and to lead the release. DVM to do release operation according to operation manual PDM to do confirm operation according to confirm manual
10.Retrospect
	1 week after project release	Retrospective Meeting	PJM	DVM PDM ENG TL	Meeting minutes of retrospective Meeting	All project members to attend
	2nd months after project release	KPI Monitoring(Option)	PDM		IIPM report
11.Post-deploy Phase
		Troubleshooting	PDM/ENG