Five Program Management Checklists

The Plan for the Worst discussion in EQQ Services has five mini-projects. Here are five simple, practical checklists.

We recommend you consider them as a starting point, and modify them based on your judgment and “conditions on the ground.”

1. Analyze Database

• Qualified database analyst engaged.
• Has access to the company’s SQL database.
• Scope of analysis agreed:
  • Based on a few important business and/or professional functions (not the entire database).
  • Target schedule agreed.
  • Content of result agreed (ER Diagram plus supporting info and issues).
• Track progress.
• Receive results.
• Review; distribute; approve.

2. Install & Configure

• Ensure there is a list of users for the EQQ App, with their roles and security settings.
  • They should include individuals who understand and support the Requests made in Analyze Database.
• Ensure that the company’s IT staff has provided and supports the IT Validation technical details.
• Verify that the EQQ App installation itself was successful.
• Verify that user and security settings in the EQQ App have been implemented.
  • And understood by the users themselves.
• Encourage all registered users to be aware of and freely use EQQ Documents.

3. Define & Create SQL Views

• A very good goal is three to five views, each supporting a different business function or professional function in Analyze Database.
• Try to ensure that one registered EQQ user is willingly assigned to be a query creator and query user for each function.
• Encourage those users to review the list of fields in their assigned view and ask for improvements – especially, ask for additional relevant fields to make the view more flexible and powerful.

4. Ongoing User Support

• Determine whether to order and pay for Ongoing User Support or not.
  • EQQ Documents is very extensive.

5. Program Management itself

• Hopefully your Program Management work results in Plan A or something very close to it.
• If so, EQQ-Triangle usage will likely grow periodically.
• Perhaps you would check for that every few months and check for any problems if the growth stops or declines.
  • Or you may choose to hand that role to a successor.
• In any case we at Ewarenow will be grateful for any and all feedback you provide us.

These checklists support the Program Management discussion in EQQ Services.