項目與文檔【3001】PJM隨談-基於瀑布開發模型的項目管理

從進入CDC， 整個研發團隊是瀑布開發模式， 瀑布模型（Waterfall Model）瀑布模型是將軟件生存週期的各項活動規定爲按固定順序而連接的若干階段工作，形如瀑布流水，最終得到軟件產品。

說到這裏，首先要定義角色

ROLES AND RESPONSIBILITIES

• PJM（項目管理者）
  • supervise schedule for work ordered to other teams （督導時間表，安排好與其他團隊的工作）
  • risk and cost management （風險管理和費用（成本）管理）
  • driving overall project progress for each stage（驅動在每一個階段的項目進度 ）
  • cross-team process creation, update and discussions （跨團隊的任務的創建、更新和討論）
  • inform DVM about quality concerns （提示DVM關注項目質量）
  • manage project management tools （管理項目管理工具，例如Jira,confluence）

• DVM （開發管理者）
  • enforce process (實施進程)
  • drive timely delivery of high-quality code （驅動及時交付高質量的代碼）
  • provide estimates in order to know what to include in each release as well as to calculate ROI （提供每個發佈包含哪些內容的預估並且計算ROI）
  • Engage PJM to deal with outside Ichiba team schedule, risk and issues as soon as possible. (DVM及時發現開發中的問題，並及時跟PJM溝通，以確保PJM能夠儘快地處理與外部團隊的排期，風險和問題)

• PDM （產品管理者）
  • enforce process(實施進程)
  • set priority for features, and bugs when needed （設定產品特徵和BUG的優先級）
  • drive delivery of high-quality specifications （驅動交付高質量的式樣）
  • regularly inform team members about product roadmap （定期向團隊成員公佈產品路線圖）
  • provide GMS estimates in order to prioritize requirements as well as to calculate ROI （提供GMS來排定需求的優先級）
  • create user manuals and release notes (創建用戶手冊和發佈說明)
  • Engage PJM to deal with outside Ichiba team schedule, risk and issues as soon as possible. （PDM及時發現式樣定義中的問題，並及時跟PJM溝通，以確保PJM能夠儘快地處理與外部團隊的排期，風險和問題）
  • test releases, ensure high quality （測試發佈的版本，確保高質量輸出）
    

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: 分享季度開發計劃
1. Prepare Budget Application
	1st week at month of prepare budget application (case by case)	Preliminary requirements discussion (初步需求討論會)	PDM	Team Leader Minrong Shiwei(Option) SSP(Option)	講解案件初步需求，討論、確定涉及的服務 評估技術的可行性； 起案的合理性； 預估案件大小（工數）， 是否需要分期及技術角度的分期建議 確認是否有其他開發團隊參與 7. 確定PJM
	2nd week at month of prepare budget application	Functional Specification (detailed)	PDM	Team Leader PJM	Confluence document 確定DVM
	3rd week at month of prepare budget application (case by case)	prototype design discussion （原型討論會）	PDM	Team Leader PJM DVM  ENG	1.工數的預估（給出哪些無法預估） 2.評估所需資源（infra、CWD等）	1.講解需求UI的呈現及交互方式，討論、確定交互及UI呈現的可行性、合理性
	4th week at month of prepare budget application (case by case)	Draft MRD (初稿MRD討論會)	PDM	PJM DVM ENG	The modifying part of draft MRD	講解MRD(MRD PPT初稿)，討論、確定MRD中描述的需求及範圍的準確性、合理性；
	4th week at month of prepare budget application (case by case)	MRD fixed	PDM	PJM DVM ENG	Fixed MRD	講解fixed MRD，最終確認MRD； 2. 確認有其他開發團隊參與，則需準備相應的英文資料，並約相關團隊進行MRD的講解。
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 (確定設計原型)	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測試結束以後發出report說明STG階段結束
	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: 分享季度開發計劃
1. Prepare Budget Application
	1st week at month of prepare budget application (case by case)	Preliminary requirements discussion (初步需求討論會)	PDM	Team Leader Minrong Shiwei(Option) SSP(Option)	講解案件初步需求，討論、確定涉及的服務 評估技術的可行性； 起案的合理性； 預估案件大小（工數）， 是否需要分期及技術角度的分期建議 確認是否有其他開發團隊參與 7. 確定PJM
	2nd week at month of prepare budget application	Functional Specification (detailed)	PDM	Team Leader PJM	Confluence document 確定DVM
	3rd week at month of prepare budget application (case by case)	prototype design discussion （原型討論會）	PDM	Team Leader PJM DVM  ENG	1.工數的預估（給出哪些無法預估） 2.評估所需資源（infra、CWD等）	1.講解需求UI的呈現及交互方式，討論、確定交互及UI呈現的可行性、合理性
	4th week at month of prepare budget application (case by case)	Draft MRD (初稿MRD討論會)	PDM	PJM DVM ENG	The modifying part of draft MRD	講解MRD(MRD PPT初稿)，討論、確定MRD中描述的需求及範圍的準確性、合理性；
	4th week at month of prepare budget application (case by case)	MRD fixed	PDM	PJM DVM ENG	Fixed MRD	講解fixed MRD，最終確認MRD； 2. 確認有其他開發團隊參與，則需準備相應的英文資料，並約相關團隊進行MRD的講解。
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 (確定設計原型)	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測試結束以後發出report說明STG階段結束
	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