1. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.1© OSEL 2001 Software Project Management: MONITORING AND CONTROL SPIN - Agilent 5 April 2001

2. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.2© OSEL 2001 Contents 1.Monitoring and control model 2.Activity data (monitoring) 3.Instructions (control) 4.Activity 5.Control

3. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.3© OSEL 2001 ACTIVITY requirements & resources product

4. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.4© OSEL 2001 ACTIVITY CONTROL requirements & resources product

5. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.5© OSEL 2001 ACTIVITY CONTROL requirements & resources product activity data (monitoring)

6. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.6© OSEL 2001 ACTIVITY CONTROL requirements & resources product activity data (monitoring) instructions (control)

7. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.7© OSEL 2001 ACTIVITY CONTROL requirements & resources product activity data (monitoring) instructions (control) a feedback loop

8. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.8© OSEL 2001 Monitoring and control is a feedback loop –it is not planning, estimating, progress reporting or the CMM L2 –most like (change control) 2 Examples of feedback loops / control mechanisms: –cistern and ball cock –governor on a steam engine Project feedback loop is not mechanical Many dimensions to control Heuristic not algorithmic –project - not production (but would like to be)

9. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.9© OSEL 2001 There are defective feedback mechanisms (identify your favourite pathological projects)

10. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.10© OSEL 2001 ACTIVITY CONTROL requirements & resources product instructions (control)

11. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.11© OSEL 2001 ACTIVITY CONTROL requirements & resources product activity data (monitoring)

12. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.12© OSEL 2001 ACTIVITY CONTROL requirements & resources product

13. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.13© OSEL 2001 ACTIVITY CONTROL requirements & resources product activity data (monitoring)

14. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.14© OSEL 2001 ACTIVITY CONTROL requirements & resources product activity data (monitoring) instructions (control) CONTROL

15. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.15© OSEL 2001 ACTIVITY CONTROL requirements & resources product CONTROL

16. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.16© OSEL 2001 requirements & resources product activity data (monitoring) instructions (control) CONTROL ACTIVITY

17. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.17© OSEL 2001 It can be adapted to operate hierarchically (programme management) It can be adapted to operate with supply chains –but the nature of activity data and instructions information does change

18. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.18© OSEL 2001 CONTROL modified activity data (monitoring) instructions (control) CONTROL

19. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.19© OSEL 2001 ACTIVITY CONTROL instructions (control) What is this?

20. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.20© OSEL 2001 Communication of activity data should be: –in place (available - now) –timely (real time) –simple –structured –complete –conventional (a standard to make life simple) –consistent because...

21. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.21© OSEL 2001 Communication of activity data should typically describe : –work completed (and not completed) w.r.t. schedule –quality (usually unreported) –changes –risks –defects –actions and issues (what is an issue?) –others - e.g. resources, requirements in/satisfied, customer satisfaction…. individually and collectively –signal stress points and potential problems

22. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.22© OSEL 2001 Example…..

23. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.23© OSEL 2001 ACTIVITY CONTROL activity data (monitoring) What is this?

24. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.24© OSEL 2001 Control instructions should be –accountable –informed by detailed activity data individual and collective for all indicators –justifiable - w.r.t. activity data –re-align control parameters Shown as decisions and change in emphasis in decisions in activity data –communicated (available now) –be well judged ! (heuristic not algorithmic)

25. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.25© OSEL 2001 Example…..

26. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.26© OSEL 2001 What is this ? CONTROL requirements & resources product activity data (monitoring) instructions (control)

27. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.27© OSEL 2001 1 Do Work 2 Formal Technical Review (or test) 3 Store Work Products (library) reviewed work product rejected work (revise and re-eview)) CIs booked out for reference released product status reports Plans completed work product status reports and issues corrective action requests review records schedule change control to Track and Report Work PBSWBS product Copyright OSEL 1998

28. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.28© OSEL 2001 ACTIVITY What is this? requirements & resources product activity data (monitoring) instructions (control)

29. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.29© OSEL 2001 Copyright OSEL 1998

30. OXFORD SOFTWARE ENGINEERING Software Engineering Services & Consultancy Slide 1.30© OSEL 2001 O X F O R D S O F T W A R E E N G I N E E R I N G L I M I T E D 9 Spinners Court, 53 West End, Witney, Oxfordshire OX28 1NH www.osel.co.uk shelley@osel.netkonect.co.uk Tel. +44 (0) 1993 700878