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System Status: 

Development Guidelines: 1 - Planning Phase

Learn about the first phase, Planning, of a systems development methodology.

1.0 Planning Phase

1.1 Determine if you need to develop or buy an administrative system. When deciding to develop a business system or business software, ask these questions:

  • What is the business problem or opportunity to be addressed?
  • If there is an existing system in place, where does it fall short? What are its strengths?
  • What benefits would a new business system bring and what procedural improvements might occur?
  • Are there other systems on campus that may be performing similar functions or processing similar data?
  • Is it possible to salvage parts of an old system?
  • What are the critical success factors for the department's business? How does the proposed system relate to these factors?
1.2 Identify the primary stakeholders in the proposed system development:
  • Who would be likely to fund a project?
  • Who are the primary users?
  • Who are the secondary users?
  • Will University policy be affected by the proposed project?
  • Who are the business experts who will define the business rules?
  • What departments and external entities will be impacted by the proposed system?
  • Who will provide final technical and operational approval for implementation of the system?
1.3 Define the scope of the system, including the constraints of the system, and plan to refine this definition as the project progresses:
  • Business problem to be solved
  • Business functions to be included
  • Business functions that will not be included
  • Opportunities for re-engineering
  • Security requirements (logical and physical)
  • Required time-frame to implementation
  • Estimated resource requirements
  • Estimated budget
  • Risks (include obstacles to implementing a new system)
  • Mitigating actions
  • Cost/ benefit analysis
  • Preliminary project plan with time estimates and resource requirements
  • Note: Assistance from selected central offices may be helpful in fulfilling these planning requirements
1.4 Secure a sponsor for the project. The sponsor will be responsible for:
  • Approving the scope of the system development project
  • Securing the requested budget
  • Acting as a liaison to external staff/ departments
  • Providing resources as required for success
  • Defining the governance of the project
1.5 Identify the project team. Members of the team and their roles may include the following:
  • Project manager to manage the core team
  • Business experts to provide the business requirements and rules, test the system as it is developed, and define training requirements
  • System architect to provide technical oversight
  • Quality assurance coordinator to ensure quality throughout the project
  • Software developers to analyze, design, and build the system
  • Others as appropriate (reference IS-10 section 1.4 - Roles and Responsibilities)
UC San Diego Guidelines
  1. Planning
  2. Analysis
  3. Prototyping
  4. Design
  5. Development
  6. Training
  7. Implementation