In the IDEAL Establishing Phase a detailed TMMi implementation plan is developed to address the recommendations. The general goals (that were defined in the Initialising Phase) are further specified in SMART goals. The recommendations are prioritised based on such things as resource, visibility, likely resistance and contribution to organisational goals.
The Establishing Phase consists of three stages:
- Set priorities
- Develop approach
- Plan actions
In this stage the priorities for the change effort are set out and agreed based on factors such as:
- Availability and cost of resources
- Visibility of results (who should see the progress and final report, and when)
- Likely resistance
- It is unusual for change to be welcomed by everyone equally enthusiastically. Time and effort needs to be put in to encouraging all stakeholders to accept that the proposed improvements will be a benefit to everyone.
- Contribution towards organisational goals
- The organisation (through senior management) may have particular priorities for achieving goals. For example, It may be that at this time, reducing overall development cost is more important than time-to-market.
Based on recommendations and priorities, the strategy is defined for achieving the desired situation.
Aspects to consider when developing the approach include:
- Methods to be used to introduce changes
- Techniques and tools available
- Resource availability
- Existing knowledge of staff
- Training required, for example:
- In new technology while developing the improvements
- In new processes and techniques introduced as part of the implementation
In this phase the detailed actions are determined and documented in a project plan.
Based on information gained in earlier stages, the plan is developed to include:
- The schedule
- Decision points
- Required resources
- Responsibilities for each role on the project
- Measurements used in monitoring progress and success
- How the project will be monitored
- Associated risks and
- Strategy for implementation