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Dar Training Dar Training Presentation Transcript

  • Decision Analysis and Resolution (DAR) Process Nova Technologies Systems and Software Engineering Processes
  • The DAR Process
    • Established by the Nova Technologies Systems and Software Engineering Working Group (SSEPWG)
    • The purpose of Decision Analysis and Resolution (DAR) is to analyze possible solutions using a formal evaluation process that evaluates identified alternatives against established criteria.
  • Entry & Exit Criteria
    • A project needs to establish and document in its project plan guidelines to determine which events or items should be subjected to a formal evaluation process.
      • DAR is not suitable for every decision, but is important for those with significant impact on key success factors
    • Typical guidelines for when a formal evaluation is needed include:
      • a change in work products under CM,
      • schedule delays over a certain percentage or specific amount of time,
      • the ability to achieve project objectives,
      • cost increase over a certain percentage,
      • make/buy/reuse decision,
      • significant architectural or requirements changes,
      • selection of third party solution providers, and
      • selection of organizational tools.
  • Entry Criteria
    • Entry
      • Plans exist for establishing this process, assigning responsibilities, establishing monitoring procedures, and providing for improvement of this process
      • Adequate resources are committed to DAR activities
      • Personnel are trained on the DAR activities and how to use this process
  • Input
    • A critical or high-risk event or item that requires a structured decision-making process.
      • Examples:
      • We need to select a image generator (IG) for a new simulator.
      • There are 3 different architectures which would satisfy the statement of work – which one should we use?
      • Do we need to develop software for some functionality, buy a COTS product, or find something Open Source (reuse)?
  • Outputs
    • Selective alternative for event or item
      • Example: The ACME 9900 IG
    • Evaluation report
      • Example: IGs evaluated, criteria used, weights assigned to criteria, selection scores.
    • DAR notes
      • Example: Any supporting documentation (meeting minutes, vendor brochures, pricing data, etc.)
  • Exit Critieria
    • Evaluation report is complete and distributed to appropriate stakeholders.
  • Roles & Responsibilities
    • A number of roles are required to support the DAR process. These may be filled by different people, a single individual may fill multiple roles.
      • Program Manager (PM)
      • Team Lead
      • Team Members
      • Quality Assurance (QA)
      • Configuration Management (CM)
  • Program Manager (PM)
    • Program Manager (PM)
      • Person with overall responsibility for the successful execution of the program/project.
      • Determines that a DAR evaluation is needed,
      • Selects decision team and its lead,
      • Assigns resources to the team,
      • Receives the evaluation report, and
      • Approves resulting decisions.
  • Team Lead
    • Team Lead
      • Appointed by the program manager to head up a DAR evaluation.
      • Ensures all team members are trained in the DAR process.
      • Leads team in determining evaluation criteria, weighting, and scoring.
      • Leads decision-making discussions, leading to selection of a recommended alternative.
      • Prepares evaluation report.
  • Team Members
    • Team Members
      • Perform research for alternatives,
      • Evaluate alternatives,
      • Present findings at team meetings for discussion.
  • QA & CM
    • Quality Assurance (QA):
      • Ensures the team is using a formal evaluation process for making critical decisions.
    • Configuration Management (CM)
      • Provides numbering guidance for documents produced in this process,
      • Enters DAR work products into CM system,
      • Ensures program data plan is followed.
  • Process Tasks & Activities
    • The DAR process tasks can be combined or expanded as needed as long as the intent of the process is maintained.
    • Rationale for removal of any item must be documented and approved by the appropriate party.
    • More detail may always be added, such as “how to” information, if desired.
  • Process Workflow
  • Plan the DAR
    • The PM assigns a DAR team lead.
    • The PM and DAR team lead assign the team members.
    • The team lead ensures all team members are trained in the DAR process.
    • The PM or his designee creates a working directory to hold the DAR artifacts.
    • The PM or his designee creates an action item in the Project Notebook to track DAR status.
    • The PM determines the approval signatures required for this DAR.
    • The DAR team plans the effort required to perform the DAR and gets PM approval for expending the needed resources.
  • Identify Stakeholders
    • The DAR team lead identifies stakeholders for this DAR activity. Stakeholders may include the following:
      • Those who provide the alternatives, risks, and historical data.
      • The DAR team.
      • Those who will implement the decision recommended by the DAR team.
  • Obtain Stakeholder Input
    • The DAR team obtains input from stakeholders:
      • A list of requirements applicable to the DAR.
      • A list of potential alternative approaches.
      • Suggested evaluation criteria and relative weighting.
      • Key risks.
  • Establish Evaluation Criteria
    • The DAR team determines the evaluation criteria and relative weighting after considering input from all stakeholders.
    • The DAR team reviews the evaluation criteria with the stakeholders before finalizing the criteria.
    • The DAR team documents the rationale for choosing the selected evaluation criteria.
  • Identify Alternative Solutions
    • The DAR team identifies the alternative solutions to be evaluated after considering stakeholder input.
  • Select Evaluation Methods
    • The DAR team determines the ranking and scoring method.
      • Suggested ranking and scoring methods are found in the DAR Tools document.
      • The DAR team must agree on a scoring method, the scoring range, and have a common understanding of what the scores represent.
    • The DAR team documents the selected approach.
  • Evaluate Alternatives
    • Acquire data needed to evaluate the alternatives.
    • For each alternative, the DAR team assigns a score to each decision criteria, employing the ranking and scoring method previously selected.
    • The total weighted score for each alternative is determined
    • The DAR team may consider new alternatives, criteria, or methods if the proposed alternatives do not test well.
    • The DAR team documents the evaluation
  • Evaluation Example
    • You can use tools to help make an objective evaluation of options.
    • Example: A simple spreadsheet to weight various evaluation criteria and obtain a ranking of options.
  • Select Solutions
    • The DAR team makes a decision and reviews it with the stakeholders making changes if necessary.
      • The DAR team documents the stakeholder review
      • The DAR team documents the final decision and rationale for the selection.
  • Perform Post-Mortem
    • The DAR team lead obtains and records approval signatures.
    • The DAR team captures lessons learned in the DAR notes.
    • The DAR team captures and archives documents per the program Data Management Plan.
      • The completed DAR scoring and analysis worksheets.
      • The DAR evaluation report.
      • DAR notes.
    • CM is notified that the DAR is complete and that the DAR artifacts can be archived to the program data management repository.
    • The PM documents the effort expended vs. planned.
  • Metrics and Artifacts
    • The DAR process should capture metrics and artifacts to document the DAR process and support process improvement.
    • Examples:
      • Actual staff hours expended versus planned.
      • DAR evaluation report with scoring and analysis worksheets that document the process and recommended solution, along with approval signatures.
      • DAR notes, with lessons learned.
  • References and Additional Resources
    • Nova Technologies SSEPWG Decision Analysis and Resolution Process
      • DAR-Process_Ver_1_0
      • my.novatechnologies.com/xxxxx
    • Dare To Use DAR…
      • Whitepaper
      • my.novatechnologies.com/xxxx
    • Tools for Decision Analysis and Resolution
      • SPIN Presentation
      • my.novatechnologies.com/xxx