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Project Management Methodology for IT Operations?

Posted by Cliff on Sat Feb 26, 2005 12:41 PM
from the transcending-the-programmer's-cubicle dept.
sleeperservice asks: "There are a multitude of books, tools, and educational programs that deal with managing development projects. Whether you subscribe to IBM's Rational Unified Process or maybe SEI's Capability Maturity Model, whether you read Tom DeMarco's Peopleware or possibly Brooks' Mythical Man Month, there's something out there for you. However, most of these deal with projects that have a heavy amount of development, often new development associated with them. What about the folks in Operations? Let's say you need to upgrade your Oracle-based data management system for 1000 non-technical users? Or maybe you need to migrate your enterprise off of Outlook/Exchange and onto an alternative? What pointers are out there that Slashdot readers have used in such situations?"
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  • by hugesmile (587771) on Saturday February 26 2005, @12:43PM (#11787849)
    Just keep the IT staff off slashdot and pr0n sites all day, and things should take care of themselves.
    • by Anonymous Coward
      Just keep the IT staff off slashdot and pr0n sites all day

      For begginers, try an easier project first like turning back the sea. For advanced managers, turn lead into gold, cure all disease and make the world a good and happy place.
    • Mark in IT: "Hey Jeb, it says here that you are supposed to keep me from reading Slashdot."

      Jeb in IT: "Oh yeah, Mark... stop reading Slashdot. And I think you are supposed to stop *me* from reading Slashdot".

      Mark in IT: "Ok. Jeb... stop reading Slashdot."

      Mark & Jeb together: "Bwahha haha ahahahahahaaaa".

      Mark & Jeb continue to read Slashdot.
  • by Amiga Lover (708890) on Saturday February 26 2005, @12:46PM (#11787872)
    Yell loud. Yell even louder to make things happen quicker.
  • IT Operations PM (Score:4, Informative)

    by Anonymous Coward on Saturday February 26 2005, @12:49PM (#11787898)
    I've been involved as PM for a number of years in the operations and implementation space. The most common practices out there are related directly to PMI/PMP and ITIL standards...
    • Re:IT Operations PM (Score:5, Informative)

      by meburke (736645) on Saturday February 26 2005, @02:38PM (#11788578)
      This is correct, IMO. See Baseline Magazine for examples of how people are manageing their IT projects.

      With today's Project Management software it's easier to track the progress of a project. (I've been doing PERT/CPM since the early '70's, and then I had to draw my diagrams by hand and update my task lists on a typewriter.) Unless the project is massive, Microsoft Project or Primavera SureTrack should be more than sufficient. The PMI (project Management Institute) has standards for Project Management in .pdf for download. They offer a certification, but Novell already proved that certification is no guarantee of competency. Knowing the best practices is very helpful, even if you don't intend to get the cert.

      A wrinkle in the Project Management model showed up with the Goldratt Institute's publication of "Critical Chain". This book attempts to answer the question, "Why don't well-managed projects finish on time?" Unfortunately, the answer is partly contained in the process discoverd in the books, "The Goal" and "It's Not Luck" by Eli Goldratt. You would probably have to read all three books to understand critical chain logic, and you would still have to know something about PERT/CPM to understand the difference. I's only worth it if you are committed to a business-wide policy of excellence.

      Don't confuse Project Management with other tools, such as Rational Rose, which are resources, not project management. On the other hand, good use of these type of tools are helpful in keeping a project mananged. I've adopted the approach used in "Tried and True Object Development" by Aalto, et al., which describes a very good use of UML as practiced at NOKIA.

      Good luck.
  • Operations books (Score:5, Informative)

    by Checkered Daemon (20214) on Saturday February 26 2005, @12:51PM (#11787910) Homepage
    "The Practice of System and Network Administration" by Limoncelli and Hogan.

    The book I wish I'd had when I started doing this 35 years ago.

    "Security Engineering" by Ross Anderson.

    Even if you think you don't need it. Especially if you think you don't need it.
  • by garwil (841790) on Saturday February 26 2005, @12:53PM (#11787924) Homepage Journal
    "If you always do what you've always done, you'll always get what you've always got."

    The biggest problem you'll face is that people hate change. They worry about learning new things, about being replaced by computers, about all sorts of things.

    The key to success is getting your users to accept the changes, and for that you need to communicate with them. Explain why the changes are needed, how it will affect them and how they are going to be assisted in dealing with the new setup.

    The communication needs to be a two way thing as well. Ask them questions, ask if THEY'VE got any questions. Get their feedback and get them onside. If you can do that, you've only got to worry about getting the new system set up.
  • by (nil) (140773) on Saturday February 26 2005, @12:57PM (#11787942)
    One methodology that is gaining popularity for larger organizations is IT Service Management [itsmf.com]. It started in the uk, and is now being followed internationally. From the bit I've seen of it, it doesn't look harmful. Jury's still out on whether it's helpful.

    --(())
  • by Anonymous Coward
    ITIL
  • Get good people (Score:3, Insightful)

    by PIPBoy3000 (619296) on Saturday February 26 2005, @01:01PM (#11787964)
    There is absolutely no substitute for intelligent, capable people. Even the best process is worthless if the people doing the work don't have a clue.

    Personally, I'm a fan of treating every project uniquely. The process you use for a five minute report is vastly different than a system upgrade or a new web application.
    • The migration/upgrade projects we plan and execute, all come back to us admins to figure out wtf to do and how long it will take. The pm keeps a timeline and gives pitches to upper mgmt to keep them in there cages (and the money flowing, etc). The benifit of pm to us is simply to keep us honest and make us formalize the plans. Thing is we must fully understand how to get where we are going from where we are. No project mgmt approach can replace that.

      Of course if you don't care about a smooth tra

  • ITIL, from the UK (Score:5, Informative)

    by davecb (6526) * on Saturday February 26 2005, @01:02PM (#11787978) Homepage Journal
    See the the IT Infrastructure Library site at http://www.itil.org.uk

    This is a set of books on different aspects of IT Operations, and is widely used in the industry. Of course, some people misuse it to create a straight-jacket (MS, for one), and others use it to make a sarong (Sun, SGI), but the basic cloth is there (:-))

    It's orthogonal to the CMU maturity model.

    -dave

  • ITIL (Score:5, Informative)

    by Pete (big-pete) (253496) * <peter_endean@hotmail.com> on Saturday February 26 2005, @01:02PM (#11787981) Homepage

    ITIL [itil.co.uk] stands for IT Infrastructure Library, and defines an IT Service Management structure that can be applied to IT Operations as an effective framework. There are two main areas within ITIL, Service Delivery and Service Support.

    Service Delivery includes:

    Service Level Management

    Capacity Management

    Availability Management

    Financial Management

    IT Service Continuity

    Service Support includes:

    Service Desk

    Incident Management

    Problem Management

    Change Management

    Release Management

    Configuration Management (arguablely also part of Service Delivery)

    If you apply an ITIL methodology throught IT Operations you will find that the IT operational projects are run more smoothly in a well controlled environment. You can google for a lot more information on ITIL, but I recommend certification, at least to Foundation level for anyone seriously interested in implementation. See also BS15000, the British Standard associated with ITIL which is expected to become an ISO (International Standard) in the future.

    -- Pete.

  • Project Management (Score:3, Informative)

    by Laferlout (595504) on Saturday February 26 2005, @01:03PM (#11787985)
    Here in the UK we use the PRINCE2 methodology (at least in out public bodies). Its a bit heavy on documentation... does the job well though.. http://www.ogc.gov.uk/prince2/
  • PRINCE2 (Score:2, Informative)

    by Anonymous Coward

    I work in the UK Civil Service, and we use (a loose form of) PRINCE2 [ogc.gov.uk] as recommended by the Office of Government Commerce [ogc.gov.uk].

    However, the trick is to know what of it to use and what not to. That comes with practice, experience and common sense. No methodology, however good, can replace these.

  • by ulatekh (775985) on Saturday February 26 2005, @01:13PM (#11788042) Homepage Journal

    Based on my experience in the software industry, you don't have to go as far as to pick one of these pre-packaged development ideologies. You really need just three things, and in my experience, nobody bothers to even go this far.

    1. Design documentation (i.e. what we're supposed to do)
    2. Source-code comments (i.e. what we did)
    3. Commit e-mails (i.e. how it changed over time)

    (You can see how well I live up to my own standards here [sourceforge.net].)

    To get a team of programmers to work together, one must actually implement the physical communication they need to mesh together and produce something that's greater than the sum of the parts. That means you need a method for bringing new programmers up to speed, and for allowing existing programmers to change projects or to contribute to projects, in a way that doesn't rely on other programmers (especially if those other programmers no longer work there). The three items listed above are all you really need.

    The key is to actually do these things...in my 12 years in the software industry, I've seen these things done properly exactly zero times, and was even fired once after the company president told me they were never going to do anything like this, and that it wasn't needed anyway. Eeek.

    • You really need just three things, and in my experience, nobody bothers to even go this far.

      What might help is a project management infrastructure to assist in doing these things.

      For design documentation and documentation in general you need a rudimentary content management system. It can be as simple as document repository under version control.

      For e-mails to track changes and record on-going discussions and debate, use a change management system like Request Tracker [bestpractical.com] or a threaded discussion group prog

    • by Etienne Steward (677851) on Saturday February 26 2005, @02:23PM (#11788471)

      Huh. We must have never worked together. Or maybe you were on the development side of the house.

      1. Create an impact analysis document (how is what we are about to do going to affect current operations). This should tell you if what you are planning to do is possible and should have all of the systems affected listed. You may have to travel out to the field and interview people directly.

      2. Develop the specifications before implementation (programming) begins. Having those battles at this point (before coding) is better than having them while you are coding. Create prototype reports and screenshots and have people sign them if you have to...

      3. Make it incredibly hard (and let people know it will be) to change the specifications once they have been agreed to (this will help with scope creep).

      4. Document, document, document. Program based off of the documentation. These documents, completed as you go, will bring new team members up to speed on what is happening.

      5. Have team members check each other. Have people read other people's documentation.

      6. Test, test, test (use the documentation as a basis to develop test plans). Preferably have someone who didn't write or implement the code test it based off of an independently developed test plan.

      7. Create backout procedures (make it so that you can get out of trouble as fast as you go into it).

      8. Communicate the installation date/time to operational units. Try not to do the whole company at once (pilot it at typical sites or locations). Do not hesitate to back it out if your end users report trouble. Backout first and figure out what went wrong later.

      9. After all units are up to date, do one final install to the entire company to make sure that the codebase is consistent.

      10. Follow up.

      Customer service and communication are critical to the success of any systems change that will affect operations.

      Why should you listen to me? I did manufacturing and planning applications maintainence for a Fortune 100 company for 6 and half years and all the plant managers loved me, because I follow this method. I never interrupted a facility's operations, ever -- and neither did anyone whose work I supervised.

      Best of luck.

  • 1. Obviously beta test the new system with a select group of people who will use the new system.

    2. Explain the rollout of the new system during a company meeting and why you're doing it and what benefit it is to everyone. Explain that the first week on the system may be a bumpy ride, and that you're not afraid nor ashamed to revert to the old system if things get too messy.

    Don't use broadcast email to communicate about major rollouts unless you don't mind that only 30% of the company bothered to skim through your email and among them only 10% of what they read made any sense to them. People have better things to do then thoruoughyl digest mundane IT announcements. Important to you, boring to them.

    3. Hard rollout: Use a weekend to rollout the new system. This may include backups, installing clients on desktops you have access to, etc. Come Monday morning the old system is not available (but can be switched back on in a hurry) and only the new system is available. You have wisely forewarned the bosses that Monday might be a low productivity day as people get used to the new system.

    4. Bumpy landing: Expect that people will complain, be confused, ask questions, blame random errors on the new system rollout, misc coworkers can't install the new client. Everyone should expect the next several days to iron out the kinks.

    5. Fallback if necessary: As you warned during the company meeting do not be afraid to revert back to the old system if the new system is not cutting it.
    • This is the best advice I've seen so far on this article, and is how I learned to handle rollouts when I first started admining -- I know you're not my former boss, but it's nice to see other people in the industry following the same method, because it bloody works.

      I'd add on to number two that designing and printing a 'changes' manual is essential for any major rollout; when I deployed a customer support-tracking system for the first time, I set up a little twenty-minute 'training session' in one of the c
  • by masterplanorg (526696) on Saturday February 26 2005, @01:22PM (#11788093) Homepage
    You are either working on a project or you are working on operations. A project has a defined scope, time frame, is temporary and has a unique deliverable. Operations is on-going and repetitive.

    If you are tasked with upgrading something, by definition, you are working on a project.

    The Project Management Institute literature and methodology is quite clear and applies to all work sectors - IT, engineering, manufacturing, etc... It's a project or it's operations. Never both.

    Projects can turn into operations upon completion of particular milestones. Operations can spawn projects for upgrades, etc. There is a relationship and there are dependencies but they are not one and the same.

    Daily system maintenance of your database = operations. Patching of your database = project.

    This may sound pedantic to IT people for something as "trivial" as a small upgrade, but when you scale it out to massive infrastructure work - be it expanding a data center or building a new refinery - the separation is the only way you can plan and then properly execute the work.
    • You are correct, but the scale is a bit more fined-grained than that.

      I think that many people in the IT business have some kind of project-itis because the only type of operations management (yes, one of the "sciences" under which projects as well as mass production resides) strategy seems to be in project form.

      If I was to look for more material outside the thin and narrow environment of software production, I would look into the older and more established industries. They have been doing some kind of o
    • You are either working on a project or you are working on operations. A project has a defined scope, time frame, is temporary and has a unique deliverable. Operations is on-going and repetitive.

      OK, I see why you're saying this, but: in a suitably large/busy/dynamic environment, daily change is a routine aspect of the operations. Here's where we split hairs over whether an operational task (upgrading someone's machine) is or is not a project. I prefer to only use "project" when the task (or collection of
  • RUP = The Devil. (Score:4, Interesting)

    by newdamage (753043) on Saturday February 26 2005, @01:44PM (#11788215) Homepage Journal
    Now the actual process itself isn't horrible, it actually probably will end up giving you a better end product if you are attempting to keep a large development team organized and productive ...the only problem is:

    Rational Tools Suck. Badly.

    The entire Rational Toolset is bloated, unintuitive, and you will probably spend more time in beasts such as Requisite Pro and Clear Quest than you do actually programming or fixing bugs.

    Yes, specs are important, bug tracking is important, design and modeling are important ...the only problem is the Rational Tools make these tasks near impossible.
    • Heh, you said "RUP".

      Among RUP's deficiencies, you left out the way the "roles" it defines in the process attract all sorts of deadwood in the organization, people who discover they can attend meetings, act as gatekeepers, check off forms and "contribute", WITHOUT EVER HAVING TO TAKE ANY RESPONSIBILITY FOR THE DELIVERABLE, OR SUPPORT IT ONCE SHIPPED. Only an organization dedicated to the billable hour could embrace this monstrosity.
      • People end up associating themselves with key elements of the process, not the product or the customer. Team members end up literally thinking they will be rewarded in the market if they satisfy the process.

        Its useful to note that these practices only take root at organizations with lots of money to waste...money generated by a small group of kick-ass people who probably ignored anything process-oriented and just delivered.

  • If there's one word that I hate more than "multimedia," it would have to be "methodology." Why make up new four-syllable words for things that already have proper words?

    (Yes, I know they're both quite old but anyway.)

  • Try "How to Manage Projects" [mit.edu] by Hooman Katirai from MIT I've seen this methodology [mit.edu] repeatedly outperform the one you find in textbooks. What I like about it is that it is light, and it was born out of hi-tech, but has been applied in a lot of other contexts.
  • by homesteader (585925) on Saturday February 26 2005, @01:48PM (#11788239) Homepage
    With the obvious onset of rapid global warming, it has been determined that we must evacuate the planet. A suitable alternate planet has been located, and the first transport ship has already been prepared! As Project Managers play such an important role in keeping things running smoothly and efficiently, you have been selected to go on the first ship!
    • Is the B-Ark the first ship, which is actually a ruse because there is no A-Ark or C-Ark? How is it that the B-Ark gets sent first?

      Or was there really an A-Ark and a C-Ark, but they never got launched in time?

  • ... make three envelopes.
  • I remember in one of my first code reviews a peer dressed me down for writing "inefficient" code, specifically, I think it was my "while" constructs. I was dumbfounded! I was given the lecture on compiler optimizations, blah, blah, blah. I dug in and claimed bullhockey -- it was more important to understand the code, not even necessarily for other coders, but for one's self should one have to revisit code after a long absence.

    I know compiler theory, and that's basically what it is... if you write code t

  • by sdanic (8197) on Saturday February 26 2005, @02:59PM (#11788704) Homepage
    I've distilled the 9 knowledge areas from PMI into plain english.

    What are we doing?
    Who wants it?
    What could go wrong?
    Who's gonna do it?
    How long is it gonna take?
    How much is it gonnna cost?
    To get it done, what all do we have to buy?
    How are we gonna make sure that stuff works?
    How are we gonna bring this whole mess together?

    Recite that to yourself every day and you've covered the 9 PMBoK knowledge areas.:

    Scope
    Communications
    Risk
    HR
    Schedule
    Cost
    Procurement
    Quality
    Integration

    Also, get the PMBoK Guide
    http://www.amazon.com/exec/obidos/tg/detail/-/1930 69945X/qid=1109447541/sr=8-1/ref=pd_bbs_1/103-8164 264-6245456?v=glance&s=books&n=507846 [amazon.com]

  • Prince2 (Score:3, Informative)

    by tliet (167733) on Saturday February 26 2005, @03:00PM (#11788713)
    As mentioned already by someone else, Prince2 [ogc.gov.uk] is fast becoming the defacto project management standard in Europe. I wouldn't be surprised if it would become the defacto standard in the world because Prince2 focuses so much on viability of a project.

    At each phase Prince2 checks whether the reason for doing the project in the first place are still valid. If not, a the project is halted or even shutdown. This way, Prince2 tries to assure that projects are done with a valid businesscase. Not only before the start of a project, but also while running the project.

    Prince2 can be quite daunting and it's not recommended when all you're doing is upgrading the local Exchange server. But projects with a budget above 100K dollars could benefit from running them with Prince2.

    And no, Prince2 is not just for IT projects. Although it started life in the IT world it has become a generic method that can be used in any line of business.
    • by Hognoxious (631665) on Saturday February 26 2005, @01:22PM (#11788090) Homepage Journal
      Quiz:
      Someone can't do hyperlinks. You'd trust him:
      1. to develop a project management tool.
      2. to develop a project management tool that doesn't suck poo through a pipe.
      3. as far as I could throw him.
      4. no fucking way.
      5. no fucking way, Jofuckingse.
      6. to tie his own shoelaces.
      7. did I miss the "no fucking way" option?
        • I suggest you read them. Nowhwere in my post did the word "offtopic" occur.

          Or are you accusing me of modding him (or you) offtopic? In that case you should also do some background reading: if you post to a thread, your moderation is undone.

    • Yeah, it is a tad tough not to manage a project perfectly when you've got Donald "I never employed you but I can fire you" Trump breathing down your back.

      Speaking of those apprecticeses (as Ellen [warnerbros.com] calls them), I'd manage Audrey's [nbc.com] projects anytime. To quote Greg Roelofs [libpng.org], "yowza!"

    • by Anonymous Coward
      Any advice on managing the customer's expectation of change, and convincing them of the need to step back and re-write at a certain point?

      Yep, put it in terms of money.
      It'll take some research on your part, (and the results you come up with may surprise you so don't try to massage the facts too much), but the best way to get any point across to a huge, soulless company is by showing them how they're going to lose money.
      The key here is that all of those random changes are being driven by... you gue
    • I'm inclined to agree. Technical language can be embarrassingly ponderous, especially when used imprecisely by management and others who don't quite know what a term means but want to give the impression of expertise. My current favorites are:
      • utilize - You mean "use"?
      • architecture - A fairly precise term in system engineering, its common meaning, like art, merely invites debate.
      • granular - As in "a more granular approach." Used correctly, means that the granules are more evident, ie larger. In rece
      • language means what common usage means, not what the original latin translation says it should be. So when you hear people talking about a project methodology, you know they're talking about a process-based method of implementing change or a new system.

        Similarly, when you hear them talking about realigning their corporate strategic plan to fully utilise the synergisty within the departmental structure, you know they're talking bollocks. :)