| Document
Title |
Definition |
SME |
| |
B |
|
| Brochure (Product or
Service) |
One of your major
selling tools. A well done brochure sells your products and services and
creates the kind of image you want and need to make a good impact on
prospects and customers. |
MT |
| Business Analysis
Methodology |
Assists a BA through the
process of taking over an opportunity from the Sales Cycle and advancing
it to the Development phase of a project. |
BA |
| Business Requirements
Document (BRD) |
Provides a concise set of
requirements for the software development and quality assurance personnel
who are accountable for a quality and on-time delivery to the client. |
BA |
| BRD Client Sign-off |
Standardized sign-off
template presented to client to insure written sign-off of the BRD. |
BA |
| |
C |
|
| Client Executive
Status |
Status first reviewed
with internal upper management, then for review with a client's upper
management. |
PM |
| Client Responsibility
Checklist |
Used to insure client
has a clear understanding of their responsibility during a project. |
PM |
| Client Project Sign-off |
Used to formally
document client approval and acceptance of project deliverables and/or
project delivery and completion. |
PM |
| Client Satisfaction
Survey |
Used to solicit feedback
from a client about the project. |
PM |
| Communication Plan |
Utilized to identify
what type of communication will be used, frequency of communication,
facilitator, participants, agenda, etc. for a project. |
PM |
| |
D |
|
| Data Dictionary |
This document works in
conjunction with a client BRD to provide a comprehensive understanding of
a solution. |
TM |
| Detail Design Document (DDD) |
Used to document all
details of a project design. |
TM |
| Development Lifecycle
RACI |
A detailed chart used by
project team members to see who is Responsible, Accountable, Consulted and
Informed throughout a project lifecycle. |
PM |
| |
E |
|
| End of Engagement -
Individual |
Designed to provide
basic feedback about an individual's performance during a project. |
PM |
| End of Engagement -
Leader |
Designed to provide
basic feedback about a team leader's performance during a project. |
All |
| |
F |
|
| Flyer |
Sometimes you need think
simple. A flyer can draw quick attention to your business, they're cheap
to produce and can market to a very large audience since you can insert or
hang them almost anywhere. Many businesses put a flyer into their invoice
envelopes because you have the attention of the customer. |
MT |
| Form Letter |
A form letter represents
your business and is usually focused on sales or promotion. Your sales
letter is where you are able to convince your client to buy from you
today. |
MT |
| Functional Test Plan |
This test document will
include one or more cases for each new or modified functional event or
step. Functional testing may also include the checking of generated
messages and/or reports to insure correct format and content. |
QA |
| |
G |
|
| GO Checklist |
Identifies steps,
procedures and policies that should be in place prior to the start of a
project. |
PM |
| |
K |
|
| Kickoff and Discovery
Meeting Agenda |
Provides an outline and
approach to conduction effective discovery meetings with a client. |
BA |
| |
L |
|
| Lessons Learned |
A technique to draw upon
immediate past experiences and review the results of project efforts. It
includes an identification of the processes or items that went well and
facilitated the achievement of goals. |
PM |
| |
M |
|
| Meeting Agenda and Notes |
Provides an outline and
approach to conducting effective meetings. |
PM |
| MySpace Page |
Everyone has a MySpace
page, and businesses are jumping on the bandwagon. |
All |
| |
N |
|
| Newsletter |
A newsletter is going to
be one of the most important tools you have in keeping your customers
aware of you and thinking about you. A potential or existing customer will
only read what you publish one out of three times its available to them.
That means you need to communicate with them between 21 to 27 times before
you get them to buy from you. |
MT |
| |
P |
|
| Performance Test Plan |
The objective of this
test is to study the behavior of programs or systems when they are working
at their limits. |
QA |
| Presentation |
Presentations are
usually created in Microsoft PowerPoint, and can be used in a meeting,
seminar or training class. They can also be sent out via e-mail or posted
on your web site for customers to view at their leisure. They should
condense yet maximize your ability to sell your product in short-time or
answer questions potential customers may have. |
MT |
| Press Release |
A press release is
vital to getting free publicity and promoting your products, services and
your business. Press releases are published when you focus on the reader
benefit to using your business. Editors receive many more press release
submissions than they can publish - so make yours stand out. |
MT |
| Pre-Production Test Plan |
This test shall insure
data travels throughout a system using real life scenarios within a
Production environment. |
QA |
| Project Alert |
A memo used to announce
the kick-off of a project. Can bring internal visibility and enlist
support. |
PM |
| Project Close Checklist |
A list of 'end of
project' activities that should be reviewed at the end of every project. |
PM |
| Project Charter |
Roadmap defining key
issues to be addressed by the project and high-level project deliverables.
It also serves to establish project authorities. |
PM |
| Project Roles &
Responsibilities |
Used to identify company
and client team members throughout a project. |
PM |
| Project Status Report |
A point in time snapshot
providing a true, at-a-glance picture of the project for the client.
Ensures timely communication to the appropriate stakeholders and indicated
progress against project targets. |
PM |
| |
Q |
|
| Quality Assurance
Charter |
Describes those
activities and deliverables for which a QA team will be responsible for
the client project. |
QA |
| Quality Assurance
Methodology |
Outlines the QA
framework for projects that enables a company to standardize the QA
processes for such projects. This standardization should reflect the
industries best practices adapted to a company's process. It's
implementation will substantially improve the efficiencies and
thoroughness of a testing cycle. |
QA |
| |
R |
|
| Regression Test Plan |
Used to validate
selective testing of a system or component that has been modified. It will
verify that modifications have not caused unintended effects and that the
system still complies with its specified requirements. |
QA |
| Risk Management
Methodology |
Describes a company's
risk management process for an internal audience. |
PM |
| |
S |
|
| Scope Compare |
Allows for monitoring of
scope creep for the BRD to SOW, SRD to BRD and DDD to SRD. |
PM |
| SDLC Process Overview
Summary |
This document provides
an overview of each phase within a company's software development
lifecycle. It should include a list of documents by phase, process flows
and RACI if applicable. |
All |
| Service Level Agreement
(SLA) |
A SLA is a formal
negotiated agreement between two parties. It is a contract that exists
between customers and their service provider, or between service
providers. It records the common understanding about services, priorities,
responsibilities, guarantee, etc. with the main purpose to agree on the
level of service. |
ST |
| SRD Sign-off |
This document provides
written sign-off from the client on the SRD. |
PM |
| Standard Operating
Procedures (SOP) |
Describes the procedures
established by a company to manage the design, development, production and
support of a project. Should be used as a resource by several teams to
guide their activities and processes. |
TM |
| Statement of Work (SOW) |
This document outlines
the standard terms and conditions between a company and their client. |
PM |
| System Integration Test
Plan (SIT) |
This document is used to
verify that all applications involved work together according to the
Systems Requirements Document (SRD). |
QA |
| Systems Requirements and
Design (SRD) |
This document provides
the detail design specifications for a company's project. |
QA |
| |
T |
|
| Task Status Definitions |
A guide to follow when
assigning status indicators (green/red/yellow) to a project or client
relationship. |
PM |
| |
U |
|
| Unit Test Plan |
The Unit Test Plan
documents the knowledge of internal code structure and logic. This
includes testing of field formats, field validation, positive and negative
test cases to validate that each specific field is correct. |
QA |
| User Acceptance Test
Plan |
This template will
document the process of running data through all processes as they are run
in production. The intention of user acceptance testing is to demonstrate
to the users that a system performs as expected. |
QA |
| |
W |
|
| Web Site Content/Copy |
You already know that in
this day and age, customers look on the world wide web for your business.
Are you marketing yourself well? Are there spelling or grammar errors?
Your web site should express who you are as a company and inspire
customers to want to know more. Make them pick up that phone and call you. |
MT |
| White Paper |
White papers talk about
the benefits of particular technology, service or product. They are almost
always a type of marketing communication and are designed to promote a
company's solutions or products as it relates to the issue or topic
examined. As a marketing tool, it is important to note that these papers
will always highlight information favorable to the company while
minimizing any negative aspects related to the company's involvement with
the issue, product, technology or service. |
MT |
|
|
