This is the first stage in the lifecycle of an information systems engineering project. Project Management Methodology (PMM) and System Engineering Methodology are tightly integrated. It is imperative that the project manager ensures participation of the business client in the creation of the PMM documents.
The majority of the outputs produced during this stage are Project Management Methodology (PMM) documents, such as the Business Case, the Project Charter, the Project Plan and the Quality Management Plan. The SEM Software Configuration Management Plan and the Maintenance Plan are initiated during this stage.
This stage involves development of a Software Configuration Management Plan (SEM) to track and control work products and a Quality Management Plan (PMM) to assure the production and operation of high quality products on schedule, within budget, and within the constraints specified by the system owner and user.
Input:
The following items provide input to this stage.
-
Requirements identified in project related materials, (e.g., a business case)
-
Related project initiation materials
High-Level Activities:
This chapter is divided into sections that describe specific high-level activities performed during this stage. These activities represent the minimum requirements for a large information systems engineering effort. Notes are provided, as applicable, to assist in customizing these lifecycle stage requirements to accommodate different size efforts. The high-level activities are presented in the sections listed below.
3.1 Develop Software Configuration Management Plan
3.2 Develop Maintenance Plan
Touch Points:
The following touch points are involved in the Initiation and Planning Stage:
Contracts and Procurement
Enterprise
Architecture (EA)
-
Review relevant EA materials (e.g., roadmaps, solution patterns)
-
Develop EA Solution Assessment for each alternative (refer to Appendix C for assistance in developing the EA Solution Assessment.
Security
-
Notify your Security Liaison of project initiation
-
Review MDIT and Agency Security Policies
-
Initiate Security Plan, including Data Classification and System Criticality sections
Other
Output:
Several work products are developed during this stage. The work products listed below are the minimum requirements for a large project. Deviations in the content and delivery of these work products are determined by the size and complexity of a project. Explanations of the work products are provided under the applicable activities described either in the remainder of this chapter or in the PMM.
SEM Templates:
PMM Templates:
Other Outputs:
Review Process:
Quality reviews are necessary during this stage to validate the project and associated work products. The activities that are appropriate for quality reviews are identified in this chapter and chapter 2.0, Lifecycle Model. The time and resources needed to conduct the quality reviews should be reflected in the project resources, schedule, and work breakdown structure.
Structured Walkthrough (SWT)
Requirements for a peer review or a more formal structured walkthrough are documented under Review Process at the end of each Task, Subtask, or Activity section in this stage. The State of
Michigan
guide titled Structured Walkthrough Process Guide provides a procedure and sample forms that can be used for SWTs. This document is available on the MDIT SUITE website.
Stage Exit
Schedule a Stage Exit as the last activity of the Initiation and Planning Stage to enable the project approvers to review project deliverables and provide a concur/non-concur position to the project manager. The State of
Michigan
guide titled Stage Exit Process Guide provides a procedure and sample report form that can be used for stage exits. This document is available on the MDIT SUITE website.
Complete Initiation and Planning Stage
Printer Friendly
Text Version 
Email Page
