Tasuy Bad f Caada Scaia Scéaia du Csil du Tés du Caada A Ehacd Famwk f h aagm f Ifmai Tchlgy jcs ROJECT ANAGEENT CORE COETENCIES ach, 1998 jc aagm Offic Chif Ifmai Offic Bach Tasuy Bad f Caada Scaia Caada
jc aagm C Cmpcis Addiial cpis f his publicai a availabl fm h Tasuy Bad Disibui C, (613) 995-2855 fax (613) 996-0518 ublicai umb xxxx ag 2
jc aagm C Cmpcis TABLE OF CONTENTS 1. INTRODUCTION... 2 ROJECT ANAGEENT TARGET GROUS... 7 Rls 7 2. ROJECT ANAGEENT CORE COETENCIES... 9 3. GENERAL ANAGEENT... 4 3.1 Judgm, Igiy, Slf-cfidc, Flxibiliy, Iiiaiv, svac5 3.2 Thikig Skills... 6 3.3 Ogaizaial Awass... 7 3.4 Kwldg... 8 3.5 Ladship... 9 3.6 Ipsal Rlais... 11 3.7 Cmmuicais... 12 3.8 Aci aagm... 13 4. ROJECT ANAGEENT... 14 4.1 jc Igai aagm... 15 4.2 jc Scp aagm... 17 4.3 jc Tim aagm... 20 4.4 jc Cs aagm... 22 4.5 jc Qualiy aagm... 24 4.6 jc Huma Rsuc aagm... 25 4.7 jc Rpig aagm... 26 4.8 jc Risk aagm... 28 4.9 jc cum aagm... 30 5. IT ANAGEENT... 32 5.1 Lifcycl aagm... 33 5.2 Tls ad Tchiqus aagm... 36 5.3 Achicu aagm... 37 6.AENDIX... 41 6.1 REFERENCES... 39 ag 1
jc aagm C Cmpcis 1. INTRODUCTION This dcum dails h c cmpcis, basic skills, quid by a ps maagig a ifmai chlgy (IT) pjc i h Caadia fdal gvm. This sci pvids a vviw f h cmpl dcum, ulis h ag gups f pjc maagm pfssial dvlpm ad hi vall ls, ad i illusas hw maagig a IT pjc uis h basic kwldg aas: gal maagm, pjc maagm ad IT maagm. Sci 2 dails h c cmpcis quid f gal maagm. Ths a skills ha ay maag mus hav ad ha a quid f pjc maagm as wll. Sci 3 dails h c cmpcis ha ay pjc maag () mus hav. Thy a basd h i kwldg aas i h jc aagm Bdy f Kwldg dvlpd by h jc aagm Isiu. Sci 4 dails h c cmpcis ha is, h uiqu chical skills quid maag IT pjcs. AENDIX A liss h fcs usd ppa his dcum. ag 2
jc aagm C Cmpcis 1.1 Summay jc maagm quis h aas f kwldg Gal aagm T su pp maagm pacics. jc aagm T su qualiy pjc pcss ad suls. IT aagm T ca acqui qualiy IT pduc. Fis, h mus hav skills i gal maagm. Skills such as ladig, giaig, cmmuicaig, am buildig ad s fh a cssay i ay maagm psii. Scd, h mus udsad gally accpd pjc maagm skills, such as maagig pjc scp, im, cs, qualiy, ad s fh. Thid, h f a IT pjc mus hav h IT maagm skills, such as lifcycl phasig, simaig, csucig sfwa, ad s fh. ag 3
jc aagm C Cmpcis Gal aagm Kwldg Aas Th fil f ublic Svic Lads ad aags (fc 1) dfis h fllwig kwldg aas ad bjcivs: KNOWLEDGE AREA Judgm, Igiy, Slf-cfidc, Flxibiliy, Iiiaiv, svac Thikig Skills Ogaizaial Awass Kwldg Ladship Ipsal Rlais Cmmuicai Aci aagm OBJECTIVE T ac wih csidai f issus, hically, cfidly, i a syl apppia h vim, byd h basic cssiis ad csisly wih h pla f aci. T aiv a accua cclusis ad sluis by visualizig w pials, ad by idifyig, dfiig ad aalyzig pblms ad siuais usig aial ad iuiiv pcsss. T g suls by udsadig, buildig ad usig fmal ad ifmal sysms ad cacs i a cmplx gaizaial vim. T pfm h apppia aciviis by usig kwldg f h ublic Svic vim, gvm sysms ad paial plicis, ad h pgams ad plicis f s w dpam. T aac ad mbiliz gis ad als; wk wads a shad pups i h bs iss f h gaizai, h ppl cmpisig i ad h ppl i svs. T advac h wk f h gaizai by iacig wih hs i ways ha dvlp spc, muual udsadig ad pduciv wkig laiships. T shap hs udsadig i ways ha capu is, ifm ad gai supp. T achiv xpcd suls hugh h succssful ad imly cmpli f aciviis ad dlivy f pducs ad svics. Sci 2 f his dcum dails h spcific skills quid f hs kwldg aas. ag 4
jc aagm C Cmpcis jc aagm jc maagm skills a gaizd aud h i kwldg aas dscibd i h jc aagm Bdy f Kwldg (BOK) publishd by h jc aagm Isiu (fc 3). KNOWLEDGE AREA jc Igai aagm jc Scp aagm jc Tim aagm jc Cs aagm jc Qualiy aagm jc Huma Rsuc aagm jc Rpig aagm (BOK jc Cmmuicais aagm) jc Risk aagm jc cum aagm OBJECTIVE T c-dia h divs cmps f h pjc by qualiy pjc plaig, xcui ad chag cl achiv quid balac f im, cs ad qualiy. T ca qualiy pduc by icludig ly h quid wk ad cl scp chags. T su imly cmpli f h pjc. T su ha h pjc is cmpld wihi alld budgs. T su ha h pduc will saisfy h quims. T mply qualiy ladship achiv qualiy amwk. T disibu qualiy pjc ifmai. T idify ad cl isk. T su qualiy svic pduc acquisii. Sci 3 f his dcum dails h spcific skills quid f hs kwldg aas. ag 5
jc aagm C Cmpcis IT aagm IT maagm ivlvs hs spcific skills dd maag a hadwa sfwa pjc ypical i h IT idusy. Implid is a csa ff impv hs skills s ha h IT sysm dvlpm pcss (mauiy) lvl is as high as pssibl h Sysms Egiig Capabiliy auiy dl scal dvlpd by h Sfwa Egiig Isiu (fc 4). KNOWLEDGE AREA Lifcycl aagm Tls ad Tchiqus aagm Achicu aagm OBJECTIVE T maag a pjc accdig a sadad pcss by udsadig ad usig a sysms dvlpm lifcycl. T pimiz spcific aciviis i h dvlpm f a sysm by slcig ad usig h bs ls, ad by pfmig h chical aciviis ccly. T maag h implmai f sysms s ha hi dsig ad cmps fi i h xisig ( fuu) dpamal sadad ifasucu, sfwa ad hadwa. Sci 4 f his dcum dails h spcific skills quid f hs kwldg aas. ag 6
jc aagm C Cmpcis 1.2 jc aagm Tag Gups Th Tasuy Bad f Caada Scaia dfis h ls i h maagm f IT pjcs: pjc sps, pjc lad ad pjc maag. Rls Th ky fficials shuld b idifid f ach pjc. F small pjcs, hs ls culd b assumd by w ppl v ps; hwv, all f h spsibiliis f h h ls a b spcifically assigd. Th Tasuy Bad jc aagm plicy dfis pjc lad s ad pjc maag s ls ad spsibiliis, whil h Audi Gal cmmdd h cai f h pjc sps l. Ths spsibiliis a summaizd blw. Th pjc sps is spsibl f suig ha h dpam udsads h valu ad impac f h pjc ad, ulimaly, f alizig h bfis pdicd f h pjc. Th pjc sps is ypically a si fficial i h gaizai spsibl f h busiss fuci ha h pjc will supp. Th pjc sps shuld hav a maj say i h las f fuds af a viw. Th pjc lad has vall spsibiliy f h pjc ad is accuabl f all xal ad ial aspcs f i. Th pjc lad is ypically a si dpamal fficial. Th pjc maag has spcific accuabiliy f achivig all f h dfid pjc bjcivs wihi h im ad sucs allcad. Th pjc maag pfms h day--day maagm f h pjc. O m assisa pjc maags wih h sam spsibiliis v spcific pis f h pjc may supp h vall pjc maag, wihu diluig his h spsibiliy. jc maags shuld hav dmsad kwldg, skills ad xpic cmmsua wih h siz, cmplxiy ad isk f h pjc. Sic diff lvls f cmpcy a quid f diff lvls f pjc maagm ad pjc siz, h pjc maag l is dividd i h pficicy lvls. Dpdig h siz, cmplxiy ad isk f h pjc, m ha lvl f pjc maag may sha spsibiliy f maagig h pjc. Ths ls a h basis f h fllwig fiv ag gups f whm aiig mus b dvlpd i h fdal gvm: pjc sps, h pjc lad, pjc maag mas ( mas), pjc maag pfssial ( pfssial) ad pjc maag i ( i). ag 7
jc aagm C Cmpcis pficicy lvls Th mas quis a high lvl f pjc maagm kwldg ad xpic, aaid af maagig may pjcs f a umb f yas i h fdal gvm. Th pfssial quis a mda lvl f pjc maagm kwldg ad xpic, aaid af maagig a fw pjcs f a fw yas i h fdal gvm. Th i quis a basic lvl f pjc maagm kwldg ad xpic, aaid hugh aiig; pvius pjc maagm xpic may b quid. Th pficicy lvl quid i a pjc dpds h siz f h pjc. A maj Cw pjc, f xampl, may hav may ams ld by is. Sm f h ams, spcially if hy a wkig pas f a lag dlivabl, may b gupd, ad h pjc maagm spsibiliy may b ud a pfssial. Similaly, h gups may i u qui a maag wih a v high lvl f pficicy, such as h mas. Skills quid a diff lvls ad h aig scal Diff ls i pjc maagm will qui diff cmpcis. F xampl, h pjc sps lvl will qui maily gal maagm kwldg. Th pjc lad will qui msly gal maagm skills, fllwd by pjc maagm skills ad, pssibly, cusy IT maagm skills. Th mas will qui sm gal maagm skills, may pjc maagm skills ad sm IT maagm skills. Th pfssial may qui sm gal maagm skills; h sh will qui msly pjc maagm skills ad may IT maagm skills. Th i will qui maily IT chical skills. Addiially, ach ag gup will qui a uiqu dph f kwldg skill lvl i ach cmpcy. F his p, 13 pjc maagm paciis valuad h skill lvl f ach c cmpcy ad ach ag gup. Thy ad h skill lvl a scal f 0 hugh 5, as fllws: 0 - N kwldg skill 1 - Basic kwldg 2 - Full kwldg, pfmac 3 - Full kwldg, pfms ud supvisi 4 - fms wihu supvisi 5 - fms, achs, lads, dics, igas wk f hs Th umb ha appas f ach ag gup ad cmpcy is h md vd by h 13 paciis. N: Th pjc maagm vim is fluid: spsibiliis, ad hf kwldg skill lvls quid, miga up ad dw h gaizaial cha dpdig h pjc, h ppl availabl ad v h phas ha h pjc is i. O f h ky skills i pjc maagm, hf, is b flxibl ad adap ay siuai. ag 8
jc aagm C Cmpcis 2. ROJECT ANAGEENT CORE COETENCIES As shw i Figu 1, pjc maagm quis h fllwig h aas f kwldg. Gal aagm jc aagm IT aagm T su pp maagm pacics. T su qualiy pjc pcss ad suls. T ca acqui qualiy IT pduc. Fis, h mus hav skills i gal maagm. Skills such as ladship, giai, cmmuicai, am buildig ad h huma suc maagm skills a cssay i ay maagm psii. Scd, h mus hav kwldg f h gally accpd pjc maagm aas, such as pjc scp maagm usig a wk bakdw sucu; pjc im maagm usig Ga ad pgam valuai ad viw chiqu (ERT) mhds; ad pjc cs maagm usig budgig ad accuig mhds. Thid, h f a IT pjc mus hav IT maagm skills, such as skills i lifcycl phasig, simaig, csucig f sfwa, pig pgss basd chical milss ad sig. ag 9
jc aagm C Cmpcis Figu 1. jc aagm C Cmpcy Aas ROJECT ANAGEENT GENERAL ANAGEENT IT ANAGEENT Th h aas illusad i figu 1 cmplm ad build ach h. F xampl, h f a IT pjc mus pla h scp, im ad cs f his h pjc usig skills daild i h jc aagm sci. Th h may hav fm a ffciv dvlpm am implm h pla. F his, h ds basic am buildig skills, as daild i h Gal aagm sci. A IT dvlpm am, hwv, mus b fmd i a vy spcific fashi: i mus b small; i mus hav a cmbiai f vy spcific skills; i mus gw ad shik wih h phass f h sfwa pjc; ad h apppia IT asks shuld b dlgad. Th skills quid d his a daild i h IT aagm sci. ag 10
jc aagm C Cmpcis Figu 2. Sub-c Cmpcy Aas ud Gal aagm GENERAL ANAGEENT JUDGEENT INTEGRITY, ETC. LEADERSHI THINKING SKILLS ORGANIZATIONAL AWARENESS INTERERSONAL RELATIONS COUNICATION ACTION ANAGEENT KNOWLEDGE ag 2
jc aagm C Cmpcis Figu 3. Sub-c Cmpcy Aas ud jc aagm ROJECT ANAGEENT ROJECT INTEGRATION ANAGEENT. ROJECT SCOE ANAGEENT ROJECT TIE ANAGEENT ROJECT COST ANAGEENT ROJECT QUALITY ANAGEENT ROJECT HUAN RESOURCE ANAGEENT ROJECT REORTING ANAGEENT ROJECT RISK ANAGEENT ROJECT ROCUREENT ANAGEENT Figu 4. Sub-c Cmpcy Aas ud IT aagm IT ANAGEENT LIFECYCLE ANAGEENT TOOLS AND TECHNIQUES ANAGEENT ARCHITECTURE ANAGEENT ag 3
jc aagm C Cmpcis 3. GENERAL ANAGEENT Objciv: T su pp maagm pacics. Iduci Gal maagm skills a hs a maag quis maag ay pis. Thy a h fudai f buildig pjc maagm skills. Th fil f ublic Svic Lads ad aags (fc 1) dfis h fllwig kwldg aas ad bjcivs. KNOWLEDGE AREA Judgm, Igiy, Slfcfidc, Flxibiliy, Iiiaiv, svac Thikig Skills Ogaizaial Awass Kwldg Ladship Ipsal Rlais Cmmuicai Aci aagm OBJECTIVE T ac wih csidai f issus, hically, cfidly, i a syl apppia h vim, byd h basic cssiis ad csisly wih h pla f aci. T aiv a accua cclusis ad sluis by visualizig w pials, ad by idifyig, dfiig ad aalyzig pblms ad siuais usig aial ad iuiiv pcsss. T g suls by udsadig, buildig ad usig fmal ad ifmal sysms ad cacs i a cmplx gaizaial vim. T pfm h apppia aciviis by usig kwldg f h ublic Svic vim, gvm sysms ad paial plicis, ad h pgams ad plicis f s w dpam. T aac ad mbiliz gis ad als; wk wads a shad pups i h bs iss f h gaizai, h ppl cmpisig i ad h ppl i svs. T advac h wk f h gaizai by iacig wih hs i ways ha dvlp spc, muual udsadig ad pduciv wkig laiships. T shap hs udsadig i ways ha capu is, ifm ad gai supp. T achiv xpcd suls hugh h succssful ad imly cmpli f aciviis ad dlivy f pducs ad svics. ag 4
jc aagm C Cmpcis 3.1 Judgm, Igiy, Slf-cfidc, Flxibiliy, Iiiaiv, svac Objciv: T ac wih csidai f issus, hically, cfidly, i a syl apppia h vim, byd h basic cssiis ad csisly wih h pla f aci. C Cmpcis Lvls Judgm: Us apppia sagis achiv bjcivs, csidig h siuai, issus ad pss ivlvd. Rach sud dcisis ad ak wis cus f aci. Igiy: Tak acis ha flc pmiss. Rliably dliv pmiss ad hu cmmims. Uphld hical ad scial ms f h gaizai csisly i acis ad dcisis. Ta ppl faily by maiaiig csis valus ad pfmac sadads. Slf-cfidc: B willig sa ad dfd idas ad cvicis whil cgizig h pis. Hav h cfidc quid sad al wh his is h bs cus. Ralisically us s w al. Flxibiliy: Dmsa ssiiviy h gaizaial vim. Tla ambiguiy, shif piiis, chag syl ad spd wih w appachs as dd dal wih h dmads f chagd cdiis. Iiiaiv: Acivly ad husiasically amp ifluc vs. Sk ppuiis igia aci. Tak aci byd xplici quss ad appach wk i a pimisic ma. B a slf-sa. svac: Say wih a pla f aci psii uil h dsid bjciv is aaid lg apppia. aily maiai a sady cus ad wah sbacks u. Lk f ways sumu bsacls. j c S p s j c L a d a s f s si al 5 5 5 4 3 5 5 5 4 4 5 5 5 4 3 5 5 5 5 3 5 5 5 4 3 5 5 5 5 3 I ag 5
jc aagm C Cmpcis 3.2 Thikig Skills Objciv: T aiv a accua cclusis ad sluis by visualizig w pials, ad by idifyig, dfiig ad aalyzig pblms ad siuais usig aial ad iuiiv pcsss. C Cmpcis Lvls Simplify h ifmai divd fm cmplx vs ad divs sucs xplai siuais ad pvid sagic dici am mmbs. vid sagic dici by gaspig ds ad quims ad sig guidig mdls. Tack mulipl pblms ad dvlpms; iga ad dissmia h ifmai quickly ad simply. Aicipa ad fmula pblms by icig sympms ad ilaiships amg isk aas, ad dvis sluis. Slv paial pblms ad assis saff wih pblm issus. j c Sp s j c L ad a s f s si a l 5 5 5 4 2 5 5 5 4 2 2 5 5 4 3 2 2 5 4 3 1 2 5 4 3 aag s w im, sss ad h facs. 5 5 5 4 3 I ag 6
jc aagm C Cmpcis 3.3 Ogaizaial Awass Objciv: T g suls by udsadig, buildig ad usig fmal ad ifmal sysms ad cacs i a cmplx gaizaial vim. C Cmpcis Lvls Kw ad us h pliics f h gaizai. B hughly awa f h wkigs f h fdal gvm. Udsad ad b ssiiv h ds ad spsibiliis f h idividuals ad gaizais. Build ad maiai a wk f alliacs isid ad usid h gaizai, ad us h wk achiv gals. Kw h gaizai s idividuals ad udsad is culu. Us ha kwldg gai supp ad implm bjcivs. Kw h svics availabl i h gaizai ad us hm g h wk d. Assis saff i dalig wih h pas f h gaizai. j c Sp s j c L ad a s f s si al 5 5 5 4 1 5 5 5 4 1 5 5 5 4 3 2 5 5 4 3 I ag 7
jc aagm C Cmpcis 3.4 Kwldg Objciv: T pfm h apppia aciviis by usig kwldg f h ublic Svic vim, gvm sysms ad paial plicis, ad h pgams ad plicis f s w dpam. C Cmpcis Lvls Kw gvm piiis ad, cu issus ha affc h gaizai. Udsad h l f gvm i sciy, public pcpi ad dmads, cmic facs, ad scial, culual ad pliical issus. Udsad fdal ad pvicial sysms f gvm, laws, plicis ad pcdus. Udsad gvm ad ublic Svic sucus ad spsibiliis, ad plicis gvig fiacial maagm ad admiisai. Raliz hw h gals f s w gaizai fi i hs f h gvm gaizais. Kw hw iga a pjc i lva gvm fiacial sysms. Kw ad b ssiiv gvm plicis idividual ighs, fficial laguags, mplym quiy, accss ifmai, safy, pivacy ad halh. j c Sp s j c L ad a s f s si al 5 5 5 2 1 5 5 2 1 1 5 5 3 2 0 2 5 5 4 3 3 5 5 3 1 I ag 8
jc aagm C Cmpcis 3.5 Ladship Objciv: T aac ad mbiliz gis ad als; wk wads a shad pups i h bs iss f h gaizai, h ppl cmpisig i ad h ppl i svs. C Cmpcis Assmbl a chical am f apppia siz ad cmpsii. Lvls Ca visi ad valus by sig a gaizaial clima i which gals ca b achivd. Ecuag ivai ad su ha mplys a aid m h ds f h gaizai. Fs a vim f caiviy, pss, cllabai ad mal amg am mmbs ad sakhlds. Excis ifluc h gaizai wh dd, v wihu dic auhiy. Dvlp mplys by ivlvig hm i dcisis, ad hugh mivai ad pmis. Hlp advac h cas f pjc am mmbs by dig imly ad accua pfmac appaisals, ad by pvidig aiig, ppuiis f advacm ad wk ha simulas laig. Ngia gals ad xpcais wih ach am mmb achiv muually accpabl sluis. vid challg by sig alisic gals, dlgaig ad cuagig mplys ak spsibiliy. iva mplys ad icas pduciviy by pmig amwk ad cmmim, cgizig cibuis ad advacig mplys. j c Sp s j c L ad a s f s si al 0 1 5 4 3 5 5 5 4 3 5 5 5 4 3 5 5 5 4 3 5 5 5 5 3 2 3 5 4 3 2 5 5 4 3 2 5 5 4 3 3 5 5 5 3 I ag 9
jc aagm C Cmpcis Sv as a m am mmbs ad w pjc maags. 2 5 5 4 3 ag 10
jc aagm C Cmpcis 3.6 Ipsal Rlais Objciv: T advac h wk f h gaizai by iacig wih hs i ways ha dvlp spc, muual udsadig ad pduciv wkig laiships. C Cmpcis Lvls Display vsailiy i dalig wih hs by shwig sic is; adap ipsal syl h siuai. acic diplmacy by caig a favuabl fis impssi, laig diff backguds, dvlpig lg-m laiships ad avidig hsiliy wh viws cflic. aag ssiiv ipsal siuais wih dlica giai ad apppia, caig dcisis. Hadl gup siuais by cuagig paicipai ad pmig c-pai. B ssiiv h fligs f hs by pcivig hi ds, big awa f h ffc f s w bhaviu, ad akig i accu diff valus, psaliis ad culus. j c Sp s j c L ad a s f s si al 5 5 5 4 3 5 5 5 4 3 5 5 5 4 3 5 5 5 4 3 5 5 5 4 3 I ag 11
jc aagm C Cmpcis 3.7 Cmmuicais Objciv: T shap hs udsadig i ways ha capu is, ifm ad gai supp. C Cmpcis Lvls Isill cmmim by pmig p dialgu. m husiasm by usig s psal xampl. s cmplx issus claly, cdibly ad ffcivly by usig a cmmuicai syl apppia h siuai. Hadl mdia ad public iquiis apppialy. Asw qusis wih awass ad ssiiviy. Bif liss wll by cllcig apppia ifmai, gaizig i ad psig h lvl f dail dd cvic h civ. Isuc saff af gaiig a cla udsadig f h issu. Us apppia mdia ad asw qusis claly. Slc ad us h apppia cmmuicai ls, such as h lph, -mail, fax, pap ps ad migs. j c Sp s j c L ad a s f s si al 5 5 5 5 4 5 5 5 4 3 2 5 5 5 4 2 3 5 4 3 5 5 5 5 3 Ru a gd mig. 5 5 5 4 3 I ag 12
jc aagm C Cmpcis 3.8 Aci aagm Objciv: T achiv xpcd suls hugh h succssful ad imly cmpli f aciviis ad dlivy f pducs ad svics. C Cmpcis Lvls Susai aci by dicig h gaizai accdig gvm piiis ad by sablishig accuabiliy sysms, which viw aciviis agais sagis. Esu ha all mplys a usd ffcivly ad dplyd a h d f a phas pjc. Kp aciviis ack by claifyig bjcivs ad pvidig fdback. Dic ad dlga as apppia. Ac dcisivly ad assmbl quid sucs. Usig pjc plas, ca a saff maagm pla idify, dcum ad assig pjc ls, spsibiliis ad pig laiships. C-dia pjcs by assigig wk apppia ppl, miig hi aciviis ad suig imly cmpli. j c Sp s j c L ad a s f s si al 5 5 5 4 3 1 5 5 4 3 2 5 5 4 3 1 2 5 4 3 0 2 5 5 3 I ag 13
jc aagm C Cmpcis 4. ROJECT ANAGEENT Objciv: T su ha h pjc is maagd ccly. Iduci jc aagm skills a gaizd aud h i kwldg aas dscibd i h jc aagm Bdy f Kwldg (BOK) publishd by h jc aagm Isiu (fc 3). Th c cmpcis i h jc Huma Rsucs aagm aa a cvd i Sci 3 - Gal aagm. Th BOK aa calld jc Cmmuicais aagm has b amd jc Rpig aagm avid cfusi wih Sci 3 - Gal aagm: Cmmuicais. Th fllwig abl summaizs h i kwldg aas ad hi bjcivs. KNOWLEDGE AREA jc Igai aagm jc Scp aagm jc Tim aagm jc Cs aagm jc Qualiy aagm jc Huma Rsuc aagm jc Rpig aagm (BOK jc Cmmuicais aagm) jc Risk aagm jc cum aagm OBJECTIVE T c-dia h divs cmps f h pjc by qualiy pjc plaig, xcui ad chag cl achiv quid balac f im, cs ad qualiy. T ca qualiy pduc by icludig ly h quid wk, ad cl scp chags. T su imly cmpli f h pjc. T su ha h pjc is cmpld wihi alld budgs. T su ha h pduc will saisfy h quims. T mply qualiy ladship achiv qualiy amwk. T disibu qualiy pjc ifmai. T idify ad cl isk. T su qualiy svic pduc acquisii. ag 14
jc aagm C Cmpcis 4.1 jc Igai aagm Objciv: T c-dia h divs cmps f h pjc by qualiy pjc plaig, xcui ad chag cl achiv quid balac f im, cs ad qualiy. jc igai maagm sus h ffciv igai f a pjc i h gaizai s al busiss ad c-diai f h divs cmps f h pjc. This icluds sig up h plaig ad cl sysms f pjc slci, plaig h al pjc ad c-diaig h aciviis i h h igh kwldg aas. I als icluds wkig wih vy i h gaizai wh is ivlvd i h pjc, ly h immdia sakhlds. C Cmpcis Lvls Slc h apppia mix f pjcs f h im pid fi i wih busiss ad gaizaial ds. Ca a ch, csis pjc pla ha aks i accu all aspcs f h pjc. j c Sp s j c L ad a s f s si al 4 4 5 3 0 2 2 5 5 2 Excu h aciviis i h pjc pla. 1 2 5 5 3 C-dia ad maag busiss, gaizaial, chlgical ad suc chags ha affc h i pjc. Dfi a basli pla f h pjc s scp, im ad cs pla. Dvis miig sysms ha cmpa pgss agais h basli pla. Rcgiz wh h pjc is siusly dviaig fm h basli. Rdfi h scp, im ad cs pla f h pjc wh fac mus b add ff agais h h wh, f xampl, mus spd addiial my spd up h pjc. Shu dw h pjc a apppia viw pis if i sms hadd f disas. 1 2 5 4 3 1 2 5 4 3 1 2 5 4 3 5 5 5 4 1 I ag 15
jc aagm C Cmpcis Dmi h usfulss f pjc maagm sfwa ls h pjc, ad acqui hs dmd suiabl. Us pjc maagm sfwa ls hlp pla ad cl h pjc. 0 0 5 4 3 0 0 5 5 3 ag 16
jc aagm C Cmpcis 4.2 jc Scp aagm Objciv: T ca qualiy pduc by icludig ly h quid wk, ad cl scp chags. C Cmpcis Lvls Dvlp a busiss cas f h pjc ha idifis ad aalyzs css, bfis ad isks f pssibl alaiv sluis ad ha fis i wih dpamal, bach ad gup bjcivs. Ivsiga h availabiliy f simila pducs i h gvm i piva idusy. Iclud build/buy/hac alaivs i h busiss cas. ak h build/buy dcisis as apppia. Dvlp a ppuiy aalysis basd h cli s busiss divs, fuu iai quims ad chlgy abls. Dfi cli ds ad, fm his, h scp f h pjc, i d ccly ad ffcivly dmi spcificais ad allca sucs. Idify pjc bjcivs, dsid bfis, ad suls ad isks b maagd. Dmi whh h scp is lag, ad subdivid maj dlivabls i small, m maagabl pjcs. Us ls such as wk bakdw sucus subdivid h pjc i cmps ad asks, ad dfi all h pjc wk. Scp u ad dfi pjc ls ad spsibiliis, dlivabls, im simas ad sucs (icludig psl, chlgy ad quipm). j c Sp s j c L ad a s f s si al 2 5 5 4 1 1 1 5 4 2 2 2 5 4 1 1 2 5 4 3 2 5 5 4 1 1 2 5 4 3 0 0 5 5 4 0 2 5 4 3 I ag 17
jc aagm C Cmpcis Esu ha all pjc aciviis a aligd wih cli, dpamal ad gvm plas. Dvlp a wi scp sam uliig h xs ad limis f h pjc. 3 3 5 4 1 1 1 5 4 3 ag 18
jc aagm C Cmpcis C Cmpcis (c d) Lvls Dvlp a pjc cha ha bigs gh h busiss d, h ppsd slui, ad h plimiay pla f scp, im ad cs. Th pjc cha will sv as a ppsal cac dcum, which is usd g pjc appval. Idify ad maag chags pjc quims as hy affc scp, ad su cguc wih ad lvac h sablishd visd busiss cas. Cl scp chags ha affc h pjc schdul. Rac chags as apppia. i pjc scp pgss agais h pla. Rcgiz pblms. j c Sp s j c L ad a s f s si al 2 5 5 4 3 1 2 5 4 3 1 2 5 4 3 1 2 5 5 3 Cclud h pjc wh all quims hav b m. 1 1 5 4 3 I ag 19
jc aagm C Cmpcis 4.3 jc Tim aagm Objciv: T su imly cmpli f h pjc. C Cmpcis Lvls pa a pjc schdul basli pla ha accualy flcs asks, im simas ad sucs (icludig psl, chlgy ad quipm) assciad wih ach ask. Esima h ff, sucs ad im quid cmpl idividual aciviis. Idify ial ad xal dpdcis, as wll as lad ims ad lag ims, i d calcula h shs alisic schdul. Idify suc skills ad availabiliy ad apply hm h -suc-lvlld schdul. Us maual ad aumad ls, such as ERT ad Ga chas, schdul h wk. Us saisical ls calcula h pbabiliis f mig h pjc das. Fm h schdul, dmi ky das, such as milss ad gas, ad dvis pjc cl mhds aud hm. Fm h schdul, dmi h ciical pah asks ad hi sucs ad dvis pjc cl mhds aud hm. Cl pjc schdul pgss usig schdul pfmac pig ls, such as ad valu ad cs/schdul pjc miig sysms (C/SS). Dmi which asks a ff h basli schdul a h mm, ad which fuu asks a affcd. j c Sp s j c L ad a s f s si al 1 1 5 4 3 0 0 5 5 3 0 1 5 4 3 0 0 5 4 3 0 2 5 4 3 0 0 5 4 3 1 2 5 4 3 0 2 5 5 3 1 1 5 4 3 I ag 20
jc aagm C Cmpcis Cl scp chags ha affc h pjc schdul; vis h schdul as cssay. Rac chags as apppia. Cl h amu f im sp idividual aciviis. Cl suc usag. Rvis h schdul ad assig aciviis as apppia. 0 1 5 5 3 0 0 5 5 3 ag 21
jc aagm C Cmpcis 4.4 jc Cs aagm Objciv: T su ha h pjc is cmpld wihi alld budgs. C Cmpcis Lvls pa a aual basli pla budg, bk dw by im pid, ask ad cs accu, as apppia, flc busiss pacics ad achiv busiss bjcivs. Dmi wha yp ad quaiy f sucs such as ppl ad quipm a dd cmpl h pjc aciviis. Us h quaiy ad cs f ach suc dd cmpl h pjc aciviis dvlp a sima f h cs f ach ask. Us h schdul ppa a cash flw fcas f h pjc. Us ls such as pjc maagm sysms, spadshs ad h maual ad aumad fiacial sysms cl h budg ad xpss. Us saisical ls calcula h pbabiliis f mig h pjc css ad dvis isk maagm mhds hadl vaiacs. Cl chags h pjc budg. Rac chags as apppia. Cl scp chags ha affc h pjc cs; vis h budg as cssay. j c Sp s j c L ad a s f s si al 1 2 5 4 3 0 2 5 4 3 0 0 5 5 3 1 2 5 4 3 1 2 5 5 3 0 1 5 4 3 1 5 5 4 3 2 5 5 4 3 I ag 22
jc aagm C Cmpcis Cl pjc xpdius by im ad cs accu as apppia, usig cs pfmac pig ls such as ad valu ad C/SS. Dmi which asks a ff h basli budg a h mm, ad whh fuu cash flws a affcd. 0 2 5 4 3 ag 23
jc aagm C Cmpcis 4.5 jc Qualiy aagm Objciv: T su ha h pduc will saisfy h quims. C Cmpcis Lvls Idify which qualiy cl sadads f xampl, ISO 9000 ad ISO 10000 a lva h pjc, ad dmi hw saisfy hm. duc a qualiy maagm pla ha quaifis ad c-dias h aciviis ha will accualy assss h ffcivss, fficicy ad qualiy f h sysm. Cduc qualiy assuac aciviis gulaly su ha h pjc will saisfy h lva qualiy sadads. v dfcs by miig spcific pjc suls dmi whh hy cmply wih lva qualiy cl sadads. aag h chical qualiy f h sysm by usig walkhughs, viws, sig, dfc mval, ad idpd validai ad vificai. ak pgss wads qualiy gals by acig gaiv suls dcd duig qualiy cl aciviis. j c Sp s j c L ad a s f s si al 0 1 5 4 3 1 2 5 4 3 0 0 5 5 3 0 1 5 5 3 0 0 5 4 3 I ag 24
jc aagm C Cmpcis 4.6 jc Huma Rsuc aagm S Sci 2 - Gal aagm Scis 3.5 Ladship, 3.6 Ipsal Rlais ad 3.7 Cmmuicais ag 25
jc aagm C Cmpcis 4.7 jc Rpig aagm Objciv: T Disibu qualiy pjc ifmai. jc pig maagm sus imly ad apppia gai, dissmiai, sag ad ulima dispsal f pjc ifmai. C Cmpcis Lvls Dmi h ifmai ad cmmuicai ds f sakhlds: wh ds wha ifmai, wh hy d i ad hw i shuld b pvidd. Dvlp a cmmuicais pla dailig wh will civ ifmai, wha ifmai hy will civ, ad wh ad i wha fma hy will civ i. Als, dcid hw h ifmai will b gahd ad sd. Implm mhds mi pjc pgss, such as saus migs ad ps. ak cssay ifmai availabl pjc sakhlds i a ccis ad imly fashi, usig vbal, xual ad gaphical pig ls. j c Sp s j c L ad a s f s si al 2 3 5 4 2 1 2 5 4 3 2 2 5 5 3 2 2 5 5 3 S ad, if cssay, s sakhld xpcais. 5 5 5 4 3 aag cli ad sakhld laiships su cmmim ad ivlvm, ad cuag ffciv cllabai. Rp h pgss f pjc schdul, cs ad scp. Cmpa ps saus h basli ad fcas fuu ds usig ad valu aalysis. Wa sakhlds if chags will affc hm. 2 5 5 3 2 1 3 5 4 3 aag busiss pcss chags as cssay. 2 5 5 4 3 Ga, gah ad dissmia ifmai fmaliz 0 2 5 4 3 I ag 26
jc aagm C Cmpcis phas ad pjc cmpli. D a ps-pjc audi ad su ha h acuals, isks, gal fidigs ad lsss lad a dcumd ad dissmiad supp a ciuus laig culu. 1 2 5 4 3 ag 27
jc aagm C Cmpcis 4.8 jc Risk aagm Objciv: T idify ad cl isk. Th c cmpcis i his sci a basd h pcsss dcumd i h Ciuus Risk aagm Guidbk, publishd by h Sfwa Egiig Isiu (SEI) (fc 5). Alhugh h aciviis dscibd a vy simila hs dcumd i h BOK, h SEI pcsss a usd bcaus hy a aild IT pjcs. C Cmpcis Lvls Us sadad isk maagm chiqus wi a isk maagm pla dcum h pcss, aciviis, milss ad spsibiliis. j c Sp s j c L ad a s f s si al 1 1 5 4 3 Assig sucs f maagig isk. 0 2 5 4 3 Us psal hisy, a isk daabas alg wih h pjc pla, idify ial isks (hs ud h cl f h pjc, such as chlgy usd ad saff hid) ad xal isks (hs ud h cl f h pjc, such as h cmy ad h pliical clima). Iga isks fm diff sucs. Evalua isk iacis assss h ag f pssibl pjc ucms. Us isk maagm chas, spadshs ad h ls valua ad piiiz isks. Dmi which s a ms likly affc h pjc. la hw limia miiga isks by assigig spsibiliy dvlp cigcy plas. Us saisical mhds dvlp a pjc cs ad im sima ag quaifid by isk pbabiliy ad cfidc lvl. 0 1 5 4 3 0 2 5 4 3 1 2 5 4 3 1 1 5 5 3 0 2 5 4 3 Cmmuica isks ad hi pssibl suls sakhlds. 3 5 5 4 3 I ag 28
jc aagm C Cmpcis i isk waigs ad vs; spd as aly as pssibl. Tack isks ad chag h isk ims v h cus f h pjc accdig h isk maagm pla. Dcum all acual isk vs. Fd his ifmai back i h isk daabas ad subsqu isk maagm pcsss. 0 2 5 5 3 1 2 5 5 3 0 0 5 4 3 ag 29
jc aagm C Cmpcis 4.9 jc cum aagm Objciv: T su qualiy svic pduc acquisii. jc pcum maagm sus ffciv acquisii f gds ad svics fm usid h gaizai. (N: usid h gaizai ds cssaily ma usid h fdal gvm; i h sam vi, h cac may b a mmadum f udsadig, a spcific svic agm h yp f agm.) Th c cmpcis i his sci a basd h pcsss dcumd by h SEI (fc 4) ad i ISO 12207, Ifmai Tchlgy Lif-cycl csss (fc 6). Alhugh h aciviis dscibd a vy simila hs dcumd i h BOK, h SEI ad ISO pcsss a usd sic hy a aild IT pjcs. C Cmpcis Lvls Us h pjc pla ad ipu fm h pcum auhiis dvlp a pcum sagy ha dails wha pcu, hw pcu i (yp f cac), wh pv i ad a wha cs, as wll as h pcum sagy. Dvlp ad maag, hugh aly liais wih h pcum auhiis, agms wih xal vds ad cacs. Idify ad us h ial ad xal gaizaial pcsss dd acqui gds ad svics hugh cacs. I liais wih h pcum auhiis, ppa pcum supp dcumai such as spcificais, sam f wk, qus f ifmai, qus f ppsal, valuai ciia ad vd liss. j c Sp s j c L ad a s f s si al 2 2 5 4 3 1 1 5 4 3 0 0 5 4 3 0 2 5 5 3 Obai ppsals as apppia. 0 0 5 4 3 Slc a ppsal by sysmaically applyig valuai ciia ad sachig suppli backgud ifmai. 1 2 5 4 3 I ag 30
jc aagm C Cmpcis I cc wih h pcum auhiis, sablish h cac ad su ha all cacual pais saisfy h ms ad cdiis f h cac. B awa f ad appv ay subcacs d i by h cac; hwv, h pim cac maags h subcacs. 0 2 5 4 3 0 2 5 4 1 C Cmpcis (c d) Lvls Sysmaically cl chags h cac; amd h cac as cssay if h quims chag. aag h vd laiship su p lis f cmmuicai ad mak i asi slv pblms. i h cac s pfmac i lai cs, schdul, scp ad qualiy by applyig apppia pjc qualiy maagm pcsss, such as validai, vificai ad accpac. As a cllay, mia h cac if -pfmac waas i. Iga h upus f h cac i h vall maagm f h pjc. Esu pmp payms basd facs such as dlivabls, milss, im h accmplishms, as p h agm. Wh fiishd, cls u h cac; slv p ims ad su paym. j c Sp s j c L ad a s f s si al 1 1 5 4 2 1 2 5 4 3 1 1 5 4 3 0 0 5 4 3 0 2 5 4 2 1 2 5 4 2 I ag 31
jc aagm C Cmpcis 5. IT ANAGEENT Objciv: T ca acqui qualiy IT pduc. Iduci IT maagm ivlvs hs spcific skills dd maag a hadwa/sfwa pjc ypical i h IT idusy. All f h cmpcis imply a csa dav impv hs skills s ha h IT sysm dvlpm pcss (mauiy) lvl bcms as high as pssibl h Sysms Egiig Capabiliy auiy dl (SE-C) scal dvlpd by h SEI (fc 4). KNOWLEDGE AREA Lifcycl aagm Tls ad Tchiqus aagm Achicu aagm OBJECTIVE T maag a pjc accdig a sadad pcss by udsadig ad usig a sysms dvlpm lifcycl. T pimiz spcific aciviis i h dvlpm f a sysm by slcig ad usig h bs ls, ad by pfmig h chical aciviis ccly. T maag h implmai f sysms s ha hi dsig ad cmps fi i h xisig ( fuu) dpamal sadad ifasucu, sfwa ad hadwa. ag 32
jc aagm C Cmpcis 5.1 Lifcycl aagm Objciv: T maag a pjc accdig a sadad pcss by udsadig ad usig a sysms dvlpm lifcycl. Th cmmdd lifcycl is dscibd i ISO 12207 (fc 6). Th c cmpcis i his sci cfm h css Aas (As) dfid i h SE-C (fc 4). Th As daild i h h scis a pad h. C Cmpcis Lvls j c Sp s j c L ad a s f s si al I Div ad Allca Rquims Dmi a basli f h agd-up quims ad cl chags usig h basli. duc alisic, sh-m wi quims ha a as fim as pssibl ad accpabl all sakhlds. Kp all plas, pducs ad aciviis csis wih h quims. 0 2 5 4 3 1 2 5 5 3 0 2 5 4 3 Iga Disciplis Esu ha vy affcd ags h cli s quims ad h cmmims amg h giig gups. Esu ha h giig gups idify, ack ad slv igup issus. 0 2 5 4 3 0 0 5 4 3 Ifm affcd gups f h saus ad c f baslis. 1 2 5 4 3 Udsad Cusm Nds ad Expcais Aalyz quims dmi alisic cli ds. 0 2 5 4 3 Esu Qualiy Adap h sadads as cssay; f xampl, simplify hm 0 0 5 4 3 ag 33
jc aagm C Cmpcis f a small pjc. aag all pjcs accdig dfid sadads. 0 1 5 4 3 la ad pfm p viw aciviis. 0 5 5 4 3 C Cmpcis (c d) Lvls aag Cfiguais Wi a cfiguai maagm pla ha liss which cfiguai ims will b maagd, h quid cfiguai maagm (C) pcsss, aciviis, imfams ad spsibiliis. Idify, cl ad mak availabl wk pducs ud C cl, accdig h pla. j c Sp s j c L ad a s f s si al 0 0 5 4 3 0 0 3 5 3 I Cl chags sysmaically. 0 1 5 4 3 Dfi Ogaizai s Sysm Egiig csss Dscib h pcsss ad h pups f ach i a sadad lifcycl, ih s w f h pcsss dscibd i dcums such as ISO 12207. 0 2 5 5 3 Chs a apppia lifcycl sadad. Dfi ad maiai h sadad pcsss. Cllc, viw ad mak availabl ifmai abu h sadads. 0 1 5 5 3 0 1 5 5 4 Dissmia ay lsss lad pimiz h pcsss. 0 2 5 5 4 Impv Ogaizai s Sysms Egiig csss C-dia pcss dvlpm ad impvm acss h gaizai. 2 5 5 4 3 ag 34
jc aagm C Cmpcis la gaizai-lvl pcss dvlpm ad impvm. Idify h sghs ad waksss f ach pcss laiv a sadad. vid Ogig Skills ad Kwldg Dvlp aiig lifcycl maagm ad mak h aiig availabl. Esu ha vy wh ds his kwldg aks h aiig. ak su ha h pcsss a paabl by makig pcss dcumai ad aiig availabl. 0 5 5 4 3 0 2 5 4 3 0 1 5 5 3 0 0 5 5 4 0 1 5 5 3 F m ifmai, s Sci 3 - jc aagm: jc Qualiy aagm. ag 35
jc aagm C Cmpcis 5.2 Tls ad Tchiqus aagm Objciv: T pimiz spcific aciviis i h dvlpm f a sysm by slcig ad usig h bs ls, ad by pfmig h chical aciviis ccly. Th spcific aciviis shuld b basd sadads such as ISO 12207. C Cmpcis Lvls B awa f ls such as hs availabl i a ls wkbch. Slc, implm ad maag h us f sysm dvlpm supp ls, such as CASE, pypig, simaig, dsig, sig, vificai, dcumai, scuiy ad pjc maagm ls. j c Sp s j c L ad a s f s si al 0 1 5 4 3 Dsig apppia scuiy i h sysm. 0 2 5 4 3 aag h dfiii f quims f h w sysm ad chlgy. aag h acquisii, dsig, dvlpm, sig, igai, isallai, accpac ad subsqu supp f h w sysm ad chlgy. Esu ha hy saisfy pfmac ciia. aag h pduci ad cfiguai cl f all apppia pjc ad us dcumai. Us fuci pi aalysis (FA) dmi sfwa pjc siz ad hlp sima h lgh ad cs f h pjc. Divid h sfwa pjc i maagabl pics, as dmid by sadad fmulas f maximum cmmdd FA siz. Tak h gaizai s siz, mauiy, dvlpm mhds ad s fh i accu. Cl h siz f h sfwa pjc duig dvlpm ad ac as cssay. 0 1 5 4 3 0 0 5 4 3 0 1 2 5 3 0 1 5 4 3 0 0 5 4 3 I ag 36
jc aagm C Cmpcis 5.3 Achicu aagm Objciv: T maag h implmai f sysms s ha hi dsig ad cmps fi i h xisig ( fuu) dpamal sadad ifasucu, sfwa ad hadwa. C Cmpcis Lvls Udsad achicu picipls, which sa pfd achicual dici ad pacic. Expadig IT plicis supp h busiss, hy iclud h fudamal sucus f chlgy, ifmai, lcmmuicais ad applicais. Udsad busiss achicu, which is h s f plicis ad uls ha gv a gaizai s plad aagm f cmpus, daa, huma sucs, cmmuicai faciliis, sfwa ad maagm spsibiliis. Udsad wk achicu, which ulis ways lik a sysm (wk flw ad pcsss), ppl ad chlgy pimiz pduciviy. Udsad ifmai achicu, which ulis hw ad why cmpus, daa, huma sucs, cmmuicai faciliis ad sfwa fi gh; wh hy a lcad; wh hy a dd; ad hw ad why chags will b implmd. Udsad applicais achicu, which fs h dsig f a applicai ad h way is cmps a ccd, ad pa wih, ach h. j c Sp s j c L ad a s f s si al 0 1 5 5 3 1 5 5 4 3 0 2 5 4 3 0 2 5 5 3 0 0 5 5 3 I ag 37
jc aagm C Cmpcis Udsad chlgy achicu, which fs h dsig f fudamal hadwa, sfwa ad lcmmuicais sysms ha pvid h ifasucu which busiss applicais a dvlpd ad which hy u. aag h pduci f a chical dsig ha saisfis h pjc bjcivs ad ha cmplms h dpam s ad gvm s sagic achicual dicis, as wll as hi ifmai ad lcmmuicais ivsms. 0 0 5 5 3 ag 38
jc aagm C Cmpcis AENDIX Rfcs Gal aagm 1. fil f ublic Svic Lads ad aags, Tasuy Bad f Caada Scaia ad ublic Svic Cmmissi f Caada, 1994. 2. Th Whlisic Cmpcy fil: A dl, ublic Svic Cmmissi, 1996. jc aagm 3. A Guid h jc aagm Bdy f Kwldg, jc aagm Isiu, 1996. IT aagm 4. A Sysms Egiig Capabiliy auiy dl (SE-C), Vsi 1.1, Sfwa Egiig Isiu, 1995. 5. Ciuus Risk aagm Guidbk, Sfwa Egiig Isiu, 1996. 6. Ifmai Tchlgy Lif-cycl csss, Iaial Sadad 12207, ISO/IEC JTC1/SC7, (jc Edi: Raghu Sigh), 1993. 7. A Ehacd Famwk f h aagm f Ifmai Tchlgy jcs, jc aagm Offic, Ifmai aagm, Sysms ad Tchlgy, Tasuy Bad f Caada Scaia, ay 28, 1996. ag 39