Plan Phase (EPIC)
Tab (Feature)
Item (User Story)
Vendor Phase (EPIC)
Tab (Feature)
Item (User Story)
1.0 Entrance Criteria
1.1 Approved Project Business Case
1.2 Approved Process Design Document
1.3 Approved Project on Portfolio Roadmap
2.0 COTS Planning (EPIC)
2.1 Develop Project Charter
2.2 Perform Project Charter Peer Review
2.3 Review and Approve Project Charter
2.4 Estimate Effort for COTS Define
2.5 Review and Approve Define Cost Estimate
2.6 Develop Preliminary Project Plan
2.7 Perform Preliminary Project Plan Peer Review
2.8 Review and Approve Project Plan
2.9 Procure Resources for Define Phase
2.10 Plan Phase Tollgate Review
2.11 Plan Phase Risk
1.1 Project Integration Management (Feature)
1.1.1 Develop Plan for Plan Phase (User Story)
1.1.2 Develop Project Charter (User Story)
1.2 Perform Project Charter Peer Review (Feature)
1.2.1 Conduct Project Charter Peer Review (User Story)
1.3 Establish Project Charter Baseline (Feature)
1.3.1 Conduct Project Charter Baseline (User Story)
Minor Milestone: Project’s Charter Baselined
1.4 Prepare for Quantitative Management (Feature)
1.4.1 Establish the Project’s Objectives (User Story)
1.4.2 Compose the Defined Process (User Story)
1.4.3 Select Sub Processes and Attributes (User Story)
1.4.4 Select Measures and Analytic Techniques (User Story)
1.5 Use the Project’s Defined Process (Feature)
1.5.1 Establish the Project’s Defined Process (User Story)
1.5.2 Use Organizational Process Assets for Planning Project Activities (User Story)
1.5.3 Establish the Project’s Work Environment (User Story)
1.5.4 Integrate Plans (User Story)
1.5.5 Manage the Project Using Integrated Plans (User Story)
1.5.6 Establish Teams (User Story)
1.5.7 Contribute to Organizational Process Assets (User Story)
1.6 Establish Project’s Defined Process Baseline (Feature)
1.6.1 Create Project’s Defined Process Baseline (User Story)
Minor Milestone: Project’s Defined Process Baselined
1.7 Document Preliminary Project Plan (Feature)
1.7.1 Identify Project Deliverables (User Story)
1.7.2 Identify Acquisition Deliverables (User Story)
1.7.3 Identify Reusable Components (User Story)
1.7.4 Develop Peer Review Plan (User Story)
1.7.5 Identify Resources, Tools, and Training Needs (User Story)
1.7.6 Document Configuration Management Plan (User Story)
1.7.7 Document Project Data Management Plan (User Story)
1.7.8 Document Quality Assurance Plan (User Story)
1.7.9 Document Stakeholder(s) Involvement Plan (User Story)
1.7.10 Document Project Training Plan (User Story)
1.7.11 Identify Critical Dependencies and Issues (User Story)
1.7.12 Assess and Create Procurement Plan for Acquiring Supplier/Products for System Deployment (User Story)
1.7.13 Refine and Optimize Project Schedule (User Story)
1.7.14 Check for consistency in PQP, Quality Assurance Plan, Risk Mgmt., Configuration Mgmt. Plan and Schedule (User Story)
1.8 Perform Preliminary Project Plan Peer Review (Feature)
1.8.1 Conduct Preliminary Project Plan Peer Review (User Story)
1.9 Establish Preliminary Project Plan Baseline (Feature)
1.9.1 Create Preliminary Project Plan Baseline (User Story)
Minor Milestone: Preliminary Project Plan Baselined
1.10 Prepare for Solicitation and Supplier Agreement Development (Feature)
1.10.1 Identify Potential Suppliers (User Story)
Major Milestone: Solicitation Package Distributed
1.11 <?> (Feature)
1.11.1 Develop Plan for Define Phase (User Story)
1.12 <?> (Feature)
1.12.1 Procure Resources for Define Phase (User Story)
1.13 <?> (Feature)
1.13.1 Plan Tollgate (User Story)
Major Milestone: Plan Tollgate Conducted
2.0 COTS Selection(EPIC)
2.1 Develop Customer Requirements (Feature)
2.1.1 Elicit Stakeholder Needs (User Story)
2.1.2 Develop and Prioritize Customer Requirements (User Story)
2.2 Perform Customer Requirements Peer Review (Feature)
2.2.1 Conduct Customer Requirements Peer Review (User Story)
2.3 Establish Customer Requirements Baseline (Feature)
2.3.1 Create Customer Requirements Baseline (User Story)
Minor Milestone: Customer Requirements Baselined
2.4 Develop Contractual Requirements (Feature)
2.4.1 Establish Contractual Requirements (User Story)
2.4.2 Allocate Contractual Requirements (User Story)
2.5 Perform Contractual Requirements Peer Review (Feature)
2.5.1 Conduct Contractual Requirements Peer Review (User Story)
2.6 Establish Contractual Requirements Baseline (Feature)
2.6.1 Create Customer Requirements Baseline (User Story)
Minor Milestone: Contractual Requirements Baselined
2.7 Prepare for Solicitation and Supplier Agreement Development (Feature)
2.7.1 Establish a Solicitation Package (User Story)
2.7.2 Review the Solicitation Package (User Story)
2.7.3 Distribute and Maintain the Solicitation Package (User Story)
2.8 Select Suppliers (Feature)
2.8.1 Evaluate Proposed Solutions (User Story)
2.8.2 Establish Negotiation Plans (User Story)
2.8.3 Select Suppliers (User Story)
Major Milestone: Supplier Selected
2.9 Establish Supplier Agreements (Feature)
2.9.1 Establish an Understanding of the Agreement (User Story)
2.9.1 Establish the Supplier Agreement (User Story)
2.10 Evaluate Technical Solutions (Feature)
2.10.1 Select Technical Solutions for Analysis (User Story)
2.10.2 Analyze Selected Technical Solutions (User Story)
2.10.3 Develop Alternative Solutions and Selection Criteria (User Story)
2.10.4 Select Product Component Solutions (User Story)
2.10.5 Conduct Technical Reviews (User Story)
Minor Milestone: Technical Solutions Evaluated