SolutionAmp: PLAN: Completion Checklist

Purpose

The purpose of this document is to provide a checklist of key tasks in the Plan stage of SolutionAmp which is focused on how to complete the planning activities necessary for a project to be effectively planned and assessed using SolutionAmp.  


Pre-Requisites – Administration Tasks

✅  You have received your User credentials and have validated your login details.

✅   You have completed all SolutionAmp training modules available to you.

✅   A SolutionAmp Instance has been created which represents your company’s workspace (container).

✅   A SolutionAmp Organisational Unit has been created which can be a division, branch or any part of an organisation tasked with the role of running projects.

 

PLAN Tasks

✅  Step 1: Create a Project. An assurance unit (project) has been created.

✅  Step 2: Manage Project Hierarchy. You have completed managing your project hierarchy, i.e. defined multiple releases/tranches.

✅  Step 3: Delivery Model Adoption . A delivery model has been adopted which reflects how your project will be delivered, i.e. Agile/Waterfall.

✅  Step 4: Delivery Model Tailoring. Your delivery model has been tailored specific to your project's needs. Ensure exclusion notes are included in this process.

✅  Step 5: Export Work Schedule. Export your tailored delivery model and import into MS Project format as your project schedule template.

✅  You and your team understand all work products you need to plan and complete throughout the project lifecycle.

✅   Prepare each of your Reviews which can be aligned to your key delivery milestones (and project approval gates):

✅   Step 6: Create a Review(s). 

✅   Step 7: Set the phase for each review