Systems Conversion, Ltd. Methodology Microplanning

B. Micro Planning
· MICRO OBJECTIVES - Project manager and module owners to define micro project objectives and scope.
· MILESTONES - Project manager and module owners to define project milestones. Milestones are defined as deliverable items capable of being evaluated and tested that have no length or duration.

· Project Milestones - Macro & Micro Objectives, Project Team, Kick-off Meeting, Micro Plan, Document Current Procedures, Issue Log Management, Formal Education and Reinforcement Training, Draft of New Procedures, Data Conversion Plan, Pilot Scripts, Pilot Setup, Modifications & Enhancements tested, Pilot by Module, Data Conversion Programs tested, Consolidated Pilot, Finalize Documentation of New Procedures, End User Education and Readiness Assessment.

· RISK & DEPENDENCIES - Project manager and module owners to assign a level of risk to each milestone and determine dependencies between all milestones. Milestones with substantial risk must be highlighted.

· High Risk Project Milestones - Micro Plan, Document Current Procedures, Issue Log Management, Pilot Scripts, Modifications & Enhancements tested, Pilot by Module, Data Conversion Programs tested and Consolidated Pilot.

· DETAILED TASKS - Project manager and module owners to define detailed tasks that lead up to each milestone for all phases of the project. Establish dependencies for all detail tasks. Documentation of the detail tasks for the initial planning, process mapping and education phases must be completed within the first 30 days of the project. Keep tasks at a summary level at this time for process design, pilot execution, consolidated pilot, cutover planning, and post implementation phases. Detailed tasks should be created 6 to 8 weeks prior to execution of that task. RESOURCES - Project manager and module owners to assign resources to detail tasks. Assign generic resources by job function to provide flexibility for changes in project team resources.
· MICRO PLAN - Project manager to create the micro plan utilizing project management software. Enter milestones, detailed tasks and resources. Estimate the start date and duration of each task. The Project Manager is to ensure that detail tasks are created, reviewed, and accurate 6 to 8 weeks in the future.
· ESC PRESENTATION- Project manager to present the micro plan to the ESC to gain approval and buy-in to the project tasks, resources, dependencies and timeline.