Tailoring the OUM Workplan
By Mary Sanders on Apr 22, 2013
Located in the Supplemental Guidance section of the Key Components on the Manage view is the Tailoring OUM for Your Project guidance. This guidance describes a step-by-step process for tailoring OUM for your project. This process starts with the Estimate and/or Proposal and ends with Assigning Resources and Duration to Activities and Tasks.
What this blog focuses on is the tailoring of the actual OUM Project Workplan for your project for activities and tasks (tailoring steps 2.0 through 5.2) including tips for applying a bottom-up as well as a top-down technique for tailoring the Project Workplan. So let’s get started.
For our example, we are starting with the OUM Project Workplan that is located in the Method Resources section of the Key Components of most view pages. In OUM 5.6, a new Project Workplan template was introduced with pre-tailoring capability for most Implement views. Our example project also is most closely aligned with the Requirements-Driven Application Implementation view.
To develop our Project Workplan, we have several options. We can employ a top-down approach and start with all of OUM and tailor it down. We can employ a bottom-up approach and start with the Core Workflow and build up from there. The best approach is probably to start with the workplan that most closely matches our engagement and tailor up and down. That is, immediately tailor down to a pre-tailored Workplan and continue to tailor from there based on the requirements of the engagement, while simultaneously keeping in mind the Core Workflow and building up from there.
So for our example, we are starting with the Requirements-Driven Application Implementation pre-tailored OUM Project Workplan.
Our next step is to eliminate activities/tasks that are not needed. Consider the following:
- Don’t eliminate anything in the Core Workflow without carefully consideration.
- Review any available supplemental guidance.
- Consider removing activities/tasks NOT included in the Estimate and/or Proposal.
- Determine if it’s possible to eliminate all if not most of some processes. For example, consider removing the following processes and corresponding activities and/or tasks, if your project does not include ANY requirements for them:
Now that we have tailored down, we should consider if we need to add any activities/tasks. These include two types of activities/tasks:
- Performance Management
- Organizational Change Management
- Data Acquisition and Conversion
- Activities/Tasks that were excluded from the Requirements-Driven Application Implementation pre-tailored Project Workplan, and
- Project-Specific (Custom) Activities/Tasks
For the excluded activities/tasks, use the 01_OUM_Set_Project_Filter view of the OUM Project Workplan to review any activities/tasks that were not included in the Requirements-Driven Application Implementation pre-tailored OUM Project Workplan and determine if they are needed for the engagement.
Project-specific custom activities/tasks are activities/tasks that are not already included in OUM. Add these to the Project Workplan.
Now we have a tailored OUM Project Workplan for our engagement. However, we still need to apply partitioning, if applicable, and iteration planning. This however is a topic for another blog. In the meantime, I encourage you to peruse the following OUM guidance:
From the Manage view, Key Components, Supplemental Guidance:
- Planning a Project using OUM
- Tailoring OUM for Your Project
Form the Manage view, Key Components, Method Resources
- OUM Project Workplan – This link accesses the Project Workplan page which allows you to download a zipped file containing the Project Workplan and the Project Workplan User’s Guide.
Finally, you might also want to review the Task Overviews for WM.010 (Develop Baseline Project Workplan) and WM.030 (Manage Project Workplan).