The purpose of this workflow detail is to create an Iteration Plan, which is a fine-grained plan to guide the next iteration. After creating the plan, adjustments may be needed to the Business Case (for example, if costs change, or the return-on-investment calculation is affected by changes to the availability dates of important features in the software).


Topics

Software development Plan Software Architecture Document Business Case Risk List Vision Iteration Plan Review Record Develop Business Case Develop Iteration Plan Iteration Plan Review Project Manager Management Reviewer


Description To top of page

The Iteration Plan should be reviewed by the customer and other stakeholders, and, if satisfactory, should be approved through the Iteration Plan Review. This review also gives the customer visibility of the project's expectations of customer participation and resources-particularly if the iteration is intended to deliver artifacts or deploy software-so the customer can make appropriate plans. In the Rational Unified Process, it is strongly recommended that the scope and resources of an iteration are actively managed to meet the planned end date, that is, a timeboxing approach is used. This means that the Iteration Plan may be changed during an iteration, as schedule problems arise and are rectified.

Related Information To top of page

This section provides links to additional information related to this workflow detail.

Timing To top of page

Occurs in every iteration of every phase, excepting the final project iteration.

Optionality To top of page

This workflow detail is strongly recommended, as a means of managing the scope and resources of an iteration to keep the iteration, and the project, on track.

How to Staff To top of page

The Project Manager needs a combination of planning, risk management and estimation skills, and an appreciation for the technical content of the iteration, because the iteration's contents will be decided based on considerations of risk, the need to demonstrate or deliver certain artifacts and capability, and the natural order imposed by integration. The Project Manager will work closely with the Software Architect in the preparation of the Iteration Plan. The Management Reviewer should have similar skills to the Project Manager, and also needs good domain understanding.

Work Guidelines To top of page

The Project Manager should work closely with the Software Architect to define the iteration's contents. The Iteration Plan should be evaluated internally, through walkthrough and review, before being presented for the Iteration Plan Review, in particular:

  • to assess the clarity of expression of the evaluation criteria for the iteration
  • to reach agreement internally that the planned artifacts can be built with the effort and time available
  • to ensure that the results of the iteration will be testable or otherwise demonstrable; that is, the iteration will have a tangible outcome


Rational Unified Process   2003.06.13