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This is my reference for consulting. It grew out of books I've read, notes I've taken, and three decades' experience working on small and large IT projects and consulting in sectors ranging from retail, through to telecommunications, aerospace and denfense and healthcare, amongst others.

This diagram is a guide, and an index to reference documentation. While not a process, it shows the scope of a typical IT engagement -- be it software development oriented, infrastructure, operations, security, or other. Click a box in the diagram for more about a topic.

Scope of an IT consulting engagement and delivery process

Assess current state Set objective Define scope Design and build Manage risk Manage stakeholders Technical Design Authority Change Control Board Post-project close-out report Change Authorisation Board

Current State

Assess the situation. Understand the transformation (one or more processes) the client seeks to address, and find out what the technology landscape looks like. Start identifying stakeholders, and familiarise yourself with the client's worldview, environment, and the power and political landscape.

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Objective

Identify who the client is, and define the client's objective. The objective is specific, measurable, agreed to by the client,realistic, and time-boxed. It is guided by the results of the situational analysis.

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Scope

Bound the solution by outlining it's features and functions, by defining what's out of scope, and by discussing the criteria by which success is measured. The scope delineates what stakeholders expect the project to deliver.

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Design and Build

Build the the solution using good practices and maybe a suitable approach to developing software like waterfall, spiral or scrum. The choice of methdology is determined in part by the client's worldview, uncovered in the situational analysis.

Risk Management

The process of identifying, analysing, planning and tracking risk to reduce the probability and severity of loss.

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Stakeholder Management

Maintain the relationships first established during the current state assessment, and manage expectations.

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Technical Review

The technical review is led by the Technical Design Authority. It ensures that IT projects create value, minimise development and operational costs, and where prudent, conform to published standards.

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Project Review

The post-project analysis is a summary of the good, the bad and the ugly, and adds to the knowledge base of lessons learned.

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