Wrap Up

1
Wrap Up

• Planning Phase
• Spring 2004

2
Executive Summary

• Debriefing and Wrapping Up
• are among the most important activities of any
  Phase.
• But hardly anyone does either.

3
Agenda

• Preamble the importance of looking back
• Debriefing
• Wrapping Up
• Wrapping up the Planning Phase

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Preamble The Importance of Looking Back

• We learn by doing
• If you dont try new things, youll never learn
• But if you try new things, youre bound to mess
  them up
• HENCE
• If you are not messing up, you are not trying
  hard enough.

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Preamble The Importance of Looking Back

• But if you mess things up, youre going to get
  into trouble
• Doesnt seem fair
• But we cannot learn unless it is safe to mess up

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Preamble The Importance of Looking Back

• The only way to make it safe to mess up is if
  messing up doesnt get you into trouble
• One way not get into trouble is to catch your
  mistakes as soon as you mess up
• You can only catch your mistakes on time if you
  look for them
• do-and-check

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Preamble The Importance of Looking Back

• Successful people actually like to take chances
  because they know how to learn from their
  mistakes.
• They do this by looking back, checking,
  assessing, monitoring, reviewing, watching,
  taking it in, . . . so many names for the same
  thing

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Preamble The Importance of Looking Back

• So many ways to look back. Here are just a few
  more
• Debrief
• Wrap up
• Test-First Programming
• Measure Twice Cut Once
• Financial Statements
• Internal Audits
• 360 Reviews
• Quality Circles
• ETC
• It is in these activities that most learning
  occurs

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Preamble The Importance of Looking Back

• It is during these
• looking back
• activities
• that most, if not all,
• learning
• occurs

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Debriefing

• We will be checking to see if you hit your four
  targets
• On time
• On budget
• On target
• Team Member Satisfaction
• But more importantly, you will be learning
• HENCE You will NOT be graded on how you scored
  on hitting your targets
• But on how well you
• identified your mistakes and
• learned they lessons they show
• Do not cover up your mistakes learn from them.

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Wrapping Up

• This is my job today
• This is my way of looking back and sharing with
  you what I learned

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Wrap Up The Planning Phase

• The cover letter sells the importance of the
  deliverable you are educating the client
  about what this deliverable is about and where it
  fits in the project you are road-mapping
• The executive summary sells the import of the
  deliverable you are informing the client what
  actually got done and what he or she has to do
  about it

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Wrap Up The Planning Phase

• The organization of the Phase Deliverable is not
  just the stapling together of the regular
  deliverables
• Order matters
• The ideal order is NOT the order in which things
  got done in class
• Think carefully what should go first and then
  what go next and so on
• Stare at the TOC and think whether the ordering
  makes logical sense does it tell a story?

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Wrap Up The Planning Phase

• The Team Section tells us about how team was
  formed and shows us what makes it tick
• It should funnel. Here is a recommended way
• First a narrative about the team formation, and
  the stuff that went into making the team (name,
  motto, logo, etc.)
• Introduce the members in a way that highlights
  them to advantage consider using a page for each
• From this background you should be able to pull
  out a list of expectations these should build
  into a MISSION STATEMENT, then a Vision, then
  goals, then objectives
• From this we should be able to see justification
  for the Team and Project Standards, Routines, and
  Procedures that form the final piece, the CONTRACT

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Wrap Up The Planning Phase

• The Business Analysis should also funnel and
  conclude with
• an exhaustive stakeholder analysis
• an apt description of the business model
• a well thought-out and ranked list of
  problems/opportunities (problems and
  opportunities are two words for the same thing)
• The business model has two parts
• The business concept, or revenue model
• what the firm produces in exchange for money
• The business capabilities, or cost model
• the assets and things the firm buys, builds, or
  maintains in order to be able to carry out the
  concept

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Wrap Up The Planning Phase

• The look and feel is about creating assurances
  and establishing expectations
• Be sure to make the entire report feel like a
  well-engineered, well-crafted whole not
  something just stapled together

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Wrap Up The Planning Phase

• Details are what will separate your bid from the
  rest
• Innovations matter if done for a purpose (Dont
  get cutesy.)
• Timeline is awesome because it helps guide the
  reader and creates a useful mental image for the
  entire project
• you are imprinting the client with images you
  crafted and thus you are driving his or her
  thought processes
• Next time the client has a project he or she will
  think in terms of your timeline image and then
  subliminally think of you and consider whether to
  call you up you got yourself a potential repeat
  sale
• Team page is great too (this is NOT the Team
  Section which is only in the Planning Phase
  Deliverable and in none other)
• You are humanizing an otherwise very technical
  document
• You are standing behind your work, creating
  assurances
• You are preparing the client for when your team
  makes onsite visits
• If kept to one page it creates a sense of
  teamwork (You must see the ones Teams IDS and
  FIST independently made!)
• It could go in the TOC or in one of the inside
  covers for maximum effect
• Your logo or a watermark on every page and your
  logo and motto in the back cover are clearly
  outstanding innovations.
• A well-designed letter head speaks of your values
  (You must see the one Team BIG made! It includes
  a well-crafted list of the team members!!)

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Executive Summary

• Debriefing and Wrapping Up
• are among the most important activities of any
  Phase.
• But hardly anyone does either.