Phase Gate Assessment Reports Sample Clauses

Phase Gate Assessment Reports. Describe project status and progress for the current phase of the project and plans for the upcoming phase. • Provide an analysis of the project’s ability to meet future project milestones and deliverables and recommendations on project/Customer readiness to proceed to the next phase. Verification and Validation of Project Deliverables • Conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to: • Organizational Change Management Plan (includes any training plans) • Requirements Documents (Business, Functional, and Technical) • Requirements Traceability Matrix • Data and Document Conversion / Migration Plan(s) • Project Plan / Schedule • Design Specifications • Technical Architecture • Coding standards / Style guides • Quality Assurance and Test Strategy / Test Plan / Test procedures • Customer acceptance criteria • Security Plans • Implementation / Cutover Plan • Sustaining Engineering Plan • Agency Project Management Status Reports • Disaster Recovery Plan Information Technology Independent Verification and Validation Services EXHIBIT A Statement of Work Review of Solicitation and Procurement Documentation • Review of any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives and that the obligations of the Vendor, subcontractors, and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project.

Phase Gate Assessment Reports.  Describe project status and progress for the current phase of the project, and plans for the upcoming phase  Provide an analysis of the project’s ability to meet future project milestones and deliverables and recommendations on project/agency readiness to proceed to the next phase. Verification and Validation of Project Deliverables Conduct verification and validation reviews of project deliverables. Deliverables may include, but are not limited to:  Organizational Change Management Plan (includes any training plans)  Requirements Documents (Business, Functional, and Technical)  Requirements Traceability Matrix  Data and Document Conversion / Migration Plan(s)  Project Plan / Schedule  Design Specifications  Technical Architecture  Coding standards/style guides  Quality Assurance and Test Strategy / Test Plan / Test procedures  Customer acceptance criteria  Security Plans  Implementation / Cutover Plan  Sustaining engineering plan  Agency Project Management Status Reports  Disaster Recovery Plan Review of Solicitation and Procurement Documentation Review of any solicitation, procurement, or contract documents to verify that, at a minimum, the evaluation criteria are clearly articulated and are consistent with project objectives, and that the obligations of the Vendor, subcontractors, and external staff are clearly defined and aligned to facilitate success. Customers may augment the minimally required activities and deliverables above with additional activities or deliverables as required by the project. Customers shall use a Request for Quote per section 287.056(2), Florida Statutes as a result of this state term contract. Customer shall order services from the Request for Quote via a purchase order In accepting a Purchase Order, the Contractor recognizes its responsibility for all tasks and deliverables contained therein, warrants that it has fully informed itself of all relevant factors affecting accomplishment of the tasks and deliverables and agrees to be fully accountable for the performance thereof.

Phase Gate Assessment Reports. NST Will describe project status and progress for the current phase of the project and plans for the upcoming phase. • NST will provide an analysis of the project’s ability to meet future project milestones and deliverables and recommendations on project/Customer readiness to proceed to the next phase. • Above may be required by the Florida Information Technology Project NST IV&V Deliverables

Phase Gate Assessment Reports. The CSG IV&V team works closely with the Customer to establish objective, measurable criteria for transitioning between project phases. The CSG IV&V team tracks progress against the criteria and reports on progress and risks associated with readiness in the IV&V Status Reports, assuring that there are no surprises as the project nears phase completion. The CSG IV&V team uses TeamCSG℠ Operational Readiness to assist in the assessment of the project’s readiness for deployment of the new functions/system and exiting of each phase. The team configures the tool to include the readiness criteria and provides readiness dashboards showing the trending of individual readiness criteria across reporting periods. The tool’s features and capabilities include: ⮚ Readiness criteria that are tailored for the project and comprehensively cover the activities that must be completed for each phase deployment, including preparation of end users to adopt the new technology. ⮚ Roll-up categorization that is fully configurable and provides the ability to group items into categories for reporting.

Phase Gate Assessment Reports. Phase gate assessments are conducted at critical junctures of the project, assessing actual progress compared to planned progress. Check points are established to determine if the work performed meets expectations and the project should continue to the next phase. Xxxxx Xxxxxxxx will provide detailed information to support our assessment. In addition, we will provide suggested corrective measures to resolve gaps in performance. As part of a phase gate assessment, we would typically provide an analysis of the potential impacts to scope, schedule, and budget for each of the following areas as relevant to the project: • Project Management; • Configuration/Customization /Development; • Test Plans/Scenarios/Testing Process; • Unit/Integration/Parallel/Volume Testing; • Report Development; • Data Conversion; • Third Party Interfaces; • Training Plans/Materials/Sessions; • Go Live; • Post Production Support; and • Plan for Retirement of legacy applications

Phase Gate Assessment Reports. Report Phase Specific Project Leadership Verification and Validation Reviews of Project Deliverables resulting in feedback and recommendations provided informally through feedback mechanisms or formalized in a deliverable review report, as requested. Report As Agreed Project Leadership Documented opportunities for improvement and lesson learned resulting in a comprehensive Project Lessons Learned Report with recommendations for incorporation of best practices into future projects. Report Project Close Project Leadership IV&V touchpoint to review and discuss Monthly IV&V Project Assessment Report, current observations, risks, issues, recommendations, and opportunities for improvement. Meeting Monthly Executive Project Sponsor IV&V touchpoint to review and discuss most recent Monthly IV&V Project Assessment Reports, current observations, risk, issues, recommendations, and opportunities for improvement. Meeting Quarterly Legislative Staff IV&V touchpoint to review and discuss Monthly IV&V Project Assessment Report, current observations, risk, issues, recommendations, and opportunities for improvement. Meeting Monthly Steering Committee Members IV&V touchpoint to review and discuss Monthly IV&V Project Assessment Report, current observations, risk, issues, recommendations, and opportunities for improvement. Meeting Monthly Project Manager (Customer & Vendor) IV&V touchpoint to review and discuss Monthly IV&V Project Assessment Report, current observations, risk, issues, recommendations, and opportunities for improvement. Meeting Monthly Project Director (Customer & Vendor) IV&V touchpoint to review and discuss Monthly IV&V Project Assessment Report, current observations, risk, issues, recommendations, and opportunities for improvement Meeting Monthly Track/ Workstream Lead Work Plan and IV&V Methodology July 20, 2021 IV&V Reporting and Meetings

Phase Gate Assessment Reports. Develop Reports Provide Special C as ommunications Needed Document Project Lessons Learned G G G G G G G G G G G G G IT Project Management 8 SPECIAL COMMUNICATIONS 5 PROJECT LESSONS LEARNED Plan IV&V G # IT Project IV&V Deliverables IT Project Gates In the “Report & Communicate” process sub-group group we formally document te results of the continuous “Review & Assess” and the “Verify & Validate” processes in specific formal reports as well as special communications, and documented lessons learned. As the diagram above illustrates, this process sub-group contains the following processes: • Develop Reports • Provide Special Communications as Needed • Document Project Lessons Learned DEVELOP REPORTS In this process, we develop formal IV&V reports, including: • Initial Project Assessment Report • Weekly Project Assessment Updates • Monthly Project Assessment Reports • Phase Gate Assessment Reports Initial Project Assessment Report We will assess the sufficiency of the project scope and objectives; the overall project management maturity; the project, organizational governance and communication processes; and the impact of procurement requirements and deadlines.

Phase Gate Assessment Reports. We will align with the IT Project schedule and its phase gates. For each of the phase gates determined to be in the scope of IV&V, we will assess the project status and progress for the current phase of the project, project plans for the upcoming phase of the project, and the project’s ability to meet future project milestones and deliverables. We will document recommendations on project readiness as well as customer readiness to proceed to the next phase. PROVIDE SPECIAL COMMUNICATIONS AS NEEDED We will immediately escalate to the attention of the of the proper parties, according to the communications plan and project governance structures, any circumstances that we have identified through our review & assessment and verification & activities, that puts scope, schedule or viability of the product at significant immediate risk. We will not wait to include these in the formal reporting cadence, but rather immediately escalate to alert the appropriate parties. In addition to the immediate special communication, we will include documentation of the special communication in the next appropriate report (weekly updates or monthly assessment report). DOCUMENT PROJECT LESSONS LEARNED We will document process project lessons learned and share these at the appropriate points according to the communications plan, as well as include as appropriately in relevant formal reports. DELIVERABLES This process sub-group produces the following project deliverables: • Deliverable 4 – INITIAL PROJECT ASSESSMENT REPORT • Deliverable 5 – PROJECT LESSONS LEARNED • Deliverable 6 – WEEKLY PROJECT ASSESSMENT UPDATES • Deliverable 7 – MONTHLY PROJECT ASSESSMENT REPORTS • Deliverable 8 – SPECIAL COMMUNICATIONS

Phase Gate Assessment Reports. Throughout the life of the project, ISF monitors project activities to provide an objective view of progress. ISF conducts independent reviews of each phase to ensure milestones are being met and the project can proceed to the next phase without negative impacts. ISF reviews project milestones and communicates status and progress during each phase of the project. ISF conducts independent assessments of each phase, the associated deliverables, and status of activities to ensure expectations are being met. ISF will provide an objective analysis of the current status, plans for upcoming phases, and readiness to move forward to the next phases. This information is communicated through Phase Gate Assessment Reports and throughout the project team.