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Appendix 1: JAD High Level Agenda Template

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  1. Requirements Planning Phase

    Goal: map broad capabilities of system from the business perspective
    · Outcomes:
    · System's goals
    · Preliminary effort and schedule estimates
    · Decision whether to continue

  2. Design Phase
    · Goal: to create user-level design of the software
    · Detailed user-interface design
    · A database schema (if appropriate)
    · Refined budget and schedule estimates
    · Uses prototyping extensively
    · Does NOT focus on the functional design of the system

    1. Customization
      - Tailor method to project, 1 - 10 days
      - Session: All parties meet, lasts from 1 - 10 days
      - Wrap-up: Notes and visual aids converted into formal documents. Takes 3 - 5 days.
      - Planning
      Customization Session Wrap-up
      Review materials

  3. JAD Analysis Session:
    · orientation
    · define high-level requirements
    · map out system, identify business needs system will address, system objectives,
    anticipated benefits, list of possible system functions, rough prioritization of system
    functions, and strategic and future considerations
    · limiting the system scope
    · decisions on what NOT to include is as important as what the system will include
    · identify and estimate JAD design phase(s)
    · identify the JAD design participants
    · agree on schedule of the JAD design phases
    · document the issues and considerations -- options and reasons
    Joint Application Development (JAD)

  1. JAD Analysis Wrap-up Session Document
    · List of system objectives,
    · including strategic and future considerations
    · Details of
    · possible system functions,
    · business needs that each function addresses,
    · benefits of each function,
    · estimate of the return on investment of each function,
    · a rough prioritization of each function
    · Limitation on the system's scope,
    · including a list of functions that the system will NOT include
    · List of interfaces to other systems
    · List of unresolved issues during JAD session,
    · including name of the issue, the person responsible, and the promised resolution date
    · Plan for what happens next,
    · including identification of follow-on JAD design phases, JAD design participants, JAD
    design schedules and rough target dates for implementation.
    Joint Application Development (JAD )

  2. JAD Design Session:
    · orientation
    · review JAD planning requirements and scope
    · develop workflow diagrams show how work will be done with new system
    · develop workflow description in words
    · design the screen layouts and report formats
    · extensive use of interactive prototypes created by developers and end-users during and
    between meetings
    · specify processing requirements
    · specify data volumes, rates, audit requirements, security requirements, …
    · define interface requirements
    · specify systems that the new system must interface to
    · identify system data groups and functions
    · map out major data structures and relationships. If system is database-oriented create a
    normalized database schema
    · document the issues and consideration
    · Record the options considered and reasons issues were resolved how they were
    Joint Application Development (JAD)

  3. Design Wrap-up Session Document
    · Complete documents
    · Complete the prototype
    · Review documents, and prototype by participants
    · Present result to the executive sponsor, including
    · a summary of the design session,
    · the JAD design,
    · preliminary target implementation dates, and
    · the project's current status

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