1. What is an Issue? An issue is an incident, circumstance, problem or inquiry that affects or potentially affects
timely delivery of
project, product or service, it may also impact
quality of deliverables and
cost of production.
Some projects are ongoing and
definition of an issue is a little different. A help desk defines an issue as a request for help that requires a response. A service department keeps track of service requests as issues. A software maintenance group tracks reports of software bugs and enhancement requests as issues.
Because of
impact issues have on a project, product development or ongoing service, issue management is an important aspect in any management methodology. This issue management methodology promises to make
handling of issues a seamless part of your larger scoped methodologies rather than a process separate from them.
It is usually not hard for team members to identify issues, but it is still worth having a working definition of an issue. Remember that
more ambitious your project
more issues will arise.
Action item: The project team must be made aware of what issues are, provide some examples, and ask other team members to provide some examples.
2. Requirements
A central repository of issue information easily accessible to all team members, because it is good for team morale and productivity to know that their issues are being addressed. An automated central repository like Issue Tracker[http://Issue-Tracker.GLM2.com/] is desirable because it make
issue management and reporting much easier.
Action item: Choose a central repository for your issues.
An issue manager is
person chosen to oversee all issues. It can be
project manager, team leader or another person in a responsible leadership position. The issue manager is responsible for making sure that there is consistent, disciplined and continuous progress made on all issues. The issue manager is accountable to upper management for
progress made on all issues. The issue manager communicates issue progress to
team, upper management and all stakeholders.
Action item: Appoint an Issue Manager and notify
issue manager of their role and responsibilities.
This issue management methodology represents best practice for managing issues. However,
goal is to have a successful project, product development or service,
goal is not to follow a methodology fanatically.
Action item: Adapt
methodology so your project's success is maximized.
3. Steps
3.1 Discovery
Issues can arise at any time. When an issue is discovered it is recorded in
central repository.
It is important to allow issues to be recorded by a broad group of people including team members, upper management, users, customers, stakeholders, vendors and contractors. It is important because if there are barriers to reporting an issue then there is an increased chance that
issue will go unrecorded. You cannot address issues that you do not know about. It is not necessary that everyone has access to central repository, but
more you can allow
better.
Action item: Set up access to
central repository for those people that need it.
3.2 Recording
Training people to identify issues is often unnecessary, however getting people to record
issue in
central repository will take some training and encouragement. For example, a team member may mention an unrecorded issue to
project manager during a coffee break or other informal occasion, this team member needs some encouragement to record such issues in
central repository.
For all kinds of issues, prevention is better than correction. Also, issues tend to be less severe if they are addressed earlier rather than later. This means that every effort should be made to report issues as soon as they are discovered, instead of waiting for
issue to become "serious enough" before recording it. Do not be afraid of duplicating an issue or overlapping with existing issues, it is better than missing an issue.
A complete description of
cause of
issue should be recorded in
central repository. Resist
temptation to describe
issue in terms of a solution. Any implication of
issue should be recorded. Attach any supporting documentation, screenshots, report output, faxes, error messages and other media that describes
issue.
The person who is recording
issue can make a recommendation for a solution, if they have one. This person should also assign
issue if possible, even if it is only assigned to
issue manager for re-assignment.
When an issue is initially recorded it should be recorded in
central repository with a status code that reflects
fact that it is new issue and has not been reviewed. An attempt should also be made to categorize and rank
severity of
issue.
The date and who created
issue should be recorded in
central repository. This is done automatically for you in systems like Issue Tracker[http://Issue-Tracker.GLM2.com/].
Many teams describe issues in terms of
desired solution, leaving others to deduce
actual issue. This is not best practice since it limits
scope of possible creative solutions. As an example a badly worded issue: "We need more people." There is no indication in this example of what
issue actually is, so finding alternative solutions is impossible. If
example issue had been worded as "The shipping department has swamped us with product, there is a possibility of spoilage if we cannot get
product delivered." With
issue worded this way perhaps
shipping department can become aware of how there actions are causing issues down
line and adapt their actions.
3.3 Initial Review
The initial review is a triage of new issues. It is usually performed by
issue manager or deputies who are familiar with
scope and priorities of
project. If
team is small
entire team can meet for
review. For each new issue
status, category and severity are reviewed and
issue assigned to someone for action and optionally an owner is identified as follows.
Sometimes
same person who records
issue may be doing
initial review, so these two steps can be fused into one in this situation.