Software Engineering Management

Plan the Measurement Process

• Characterize the organizational unit. The organizational unit provides the context for measurement, so it is important to make this context explicit and to articulate the assumptions that it embodies and the constraints that it imposes. Characterization can be in terms of organizational processes, application domains, technology, and organizational interfaces. An organizational process model is also typically an element of the organizational unit characterization.
• Identify information needs. Information needs are based on the goals, constraints, risks, and problems of the organizational unit. They may be derived from business, organizational, regulatory, and/or product objectives. They must be identified and prioritized. Then, a subset to be addressed must be selected and the results documented, communicated, and reviewed by stakeholders.
• Select measures. Candidate measures must be selected, with clear links to the information needs. Measures must then be selected based on the priorities of the information needs and other criteria such as cost of collection, degree of process disruption during collection, ease of analysis, ease of obtaining accurate, consistent data.
• Define data collection, analysis, and reporting procedures. This encompasses collection procedures and schedules, storage, verification, analysis, reporting, and configuration management of data.
• Define criteria for evaluating the information products. Criteria for evaluation are influenced by the technical and business objectives of the organizational unit. Information products include those associated with the product being produced, as well as those associated with the processes being used to manage and measure the project.
• Review, approve, and provide resources for measurement tasks.
• The measurement plan must be reviewed and approved by the appropriate stakeholders. This includes all data collection procedures, storage, analysis, and reporting procedures; evaluation criteria; schedules; and responsibilities. Criteria for reviewing these artifacts should have been established at the organizational unit level or higher and should be used as the basis for these reviews. Such criteria should take into consideration previous experience, availability of resources, and potential disruptions to projects when changes from current practices are proposed.
• Resources should be made available for implementing the planned and approved measurement tasks. Resource availability may be staged in cases where changes are to be piloted before widespread deployment. Consideration should be paid to the resources necessary for successful deployment of new procedures or measures.
• Acquire and deploy supporting technologies. This includes evaluation of available supporting technologies, selection of the most appropriate technologies, acquisition of those technologies, and deployment of those technologies.