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Software Development Templates by Phases
- Initiation Phase
- Concept Development Phase
- Planning Phase
- Requirements Analysis Phase
- Design Phase
- Test Phase
- Implementation Phase
- Disposition Phase
- Define the project setup
- Analyze the requirements
- Design the databases, applications, user interface, and network
- Code and test the actual software that you’ve developed
- Verify, validate, and ensure that it can be deployed
Concept ProposalDescribes the need or opportunity to improve existing agency business functions using automation and technology. Identify unmet goals or performance improvements. [Learn more about the Concept Proposal template]
Business CaseUse this to build a Business Case for your project; identify the return on investment for your solution to seek approval by your sponsor. [Learn more about the Business Case template]
- Evaluate the feasibility of alternatives
- Define and approve project scope, including the system, deliverables, and required activities.
- Business need analysis
- Project scope definition
- Technical alternatives evaluation
- Project acquisition strategy
- Risk analysis
- Project costs approval
- Roles and responsibilities definition
- Work breakdown structure definition
- Project viability creation
- Approval to progress to the planning phase
Cost-Benefit AnalysisUse the Cost Benefit Analysis template to calculate and compare benefits and costs of a project or decision. The CBA helps predict whether a project’s benefits or decision outweigh its costs relative to other alternatives.
- Determine if the project or decision is a sound investment or decision.
- Compare the total expected cost of each option against the total expected benefits, determine if benefits outweigh the costs, and by how much.
Feasibility StudyUse the Feasibility Study template to determine whether alternative solutions will satisfy customer requirements. Use the template to rank and score each alternative solution to determine its overall feasibility. [Learn more about the Feasibility Study template]
Risk Management PlanIdentifies potential risks, estimate impacts, and define responses to issues. It also contains a risk assessment matrix. The Risk Management Plan captures likely risks with high and low impact, as well as mitigation strategies should problems arise. Review risk management plans periodically to ensure relevance. [Learn more about the Risk Management Plan template]
System Boundary DocumentUse this System Boundary Document template (SBD) to establish the boundaries of an information technology (IT) project. Capture the goals and objectives that the IT project is intended to satisfy.
Responsibility Assignment Matrix (RAM)Use the Responsibility Assignment Matrix to define the roles, authority, responsibility, skills, and capacity requirements for all project tasks needed to complete the project. The agency and contractor responsibilities are addressed in the RAM.
Acquisition PlanUse the Acquisition Plan template to identify how and when the required resources will be obtained.
Change Management PlanUse the Change Management Plan template to define how project changes will be monitored and controlled from project inception through completion.
Communications PlanDescribes the processes required to ensure timely and appropriate generation, collection, distribution, storage, retrieval, and disposition of project information.
Configuration Management PlanProvide guidelines to manage source code, software builds, build environments and define how to add new components to builds.
Project PlanDocuments the actions necessary to define, prepare, integrate and coordinate planning activities. The Project Plan template defines how the project is executed, monitored and controlled, and closed. Update throughout the course of the project.
Quality Management PlanIdentify the relevant quality standards and determine how those standards will be satisfied for the project. [Learn more about the Quality Management Plan template]
Risk Management PlanUse the Risk Management Plan Template to document how teams will identify, manage, and mitigate project related risks. Describe how to identify and quantify typical project risks; rate the Likelihood, Impact and Priority of each risk, and the preventative and contingent actions needed to reduce the likelihood of each risk occurring.
Scope of WorkDocuments the scope of a project and its business case with the high-level requirements, benefits, business assumptions, alternatives analysis, and program costs and schedules. The Scope Statement is used as a baseline and input into the Change Control process for any changes to the project during the lifecycle.
Security PlanScope, approach, and resources required to assure system security.
Verification and Validation PlanDetermines if a systems or component satisfies operational and system requirements. Verification and Validation Plan requirements provide direction for software developers to gauge the progress of a program and determine if operational requirements meet to Initial Capabilities Document (ICD) and Capability Development Document (CDD).
- Defining the approved requirements
- Creating the System Requirements Document and Requirements Traceability Matrix
- Developing test activities
- Approval to progress to the Design Phase
Business Requirements DocumentUse this Business Requirements Specification template (MS Word 24 pages) to capture the current and future needs of your business. Business Analysts use this to captures WHAT is required so that Software Developers then take these requirements and determine HOW these needs are to be met. This template pack includes a 24-page Business Requirements Specification, Use Case, Requirements Traceability Matrix and Data Model templates in Microsoft Word, Excel and Visio. [Learn more about this template] Learn more about this template] Learn more about the Test Plan template] Project Schedule and timelines. MS Word and Visio templates to define a sequence of actions that yields an observable result of value. The use case provides a structure to express functional requirements within the context of business and system processes. You can diagram and/or document use case scenarios. 9 MS Visio templates. 29-page tutorial, and a free Excel Data Dictionary.
Bill of MaterialsUse this BOM template pack (MS Word & Excel) to list the parts for building a product, including software application, infrastructure equipment and physical buildings.
Business RulesDefine specific aspects of your business. Business rules clarify the appropriate action that needs to be taken and removes any ambiguity regarding the correct course of action that must be followed. Business rules describe how company policies or practices apply to a specific business activity. As you model your business processes, you can capture business rules as separate elements and weave them into your process flows. Use these Business Rules Templates to describe how company policies or practices apply to a specific business activity. As you model your business processes, you can capture business rules as separate elements and weave them into your process flows. In addition, you can customize these templates to create functional business rules to calculate values, and perform tasks for financials, budgets, and workflows.
Conversion PlanUse this Conversion Plan template (19 page MS Word template) to document your conversion types, security , strategy, data conversion , tasks, planning, and conversion requirements. Describes strategies to convert data from one system to another hardware or software environment. Use this Conversion Plan template (19 page MS Word template) to document your conversion types, security , strategy, data conversion , tasks, planning, and conversion requirements.
Example of the styles, format, chapters, and document structure
Disaster Recovery PlanDownload the Disaster Recovery Plan capture requirements designed to restore operability of system, applications due to any extended interruption of the agency’s business services. 32 page DR plan with Impact Analysis, Damage Assessment & Reports. Document the process, policies and procedures to prepare for recovery or continuation of services following a disaster.
Implementation PlanThis Implementation Plan template describes how to deploy and install the system into an operational environment. Provides an overview of the system, description of the major implementation tasks, resources required to support the implementation (such as hardware, software, facilities, materials, and personnel), and site-specific implementation requirements. Update during the Development Phase. You can use this Implementation Plan template (29 pages MS Word) to describe how to deploy, install and transition software or hardware systems. You can edit this Implementation Plan to document the major tasks, resources, such as hardware, software, facilities, materials, and personnel, required to implement a new software or hardware system.
Maintenance ManualDocuments the system procedures required to install, configure and support the system. Created during design phase, revised during construction and test phases, and finalized in the implementation phase. This template contains emergency response procedures; backup arrangements, procedures, and responsibilities; and post-disaster recovery procedures and responsibilities.
Operations ManualProvides System Admins and computer operators with a operational description of the system and its associated environments. Document procedures and information required run a system, product or application. Includes scheduled operations, tasks, troubleshooting, audits, tables, charts, and matrices for monitoring, backups, scheduling.
System Design DocumentDefines the construct details of each of the system components and interaction with other components and external systems including interfaces. Provides a system architecture of the components of a program or system, their interrelationships and the principles and guidelines governing their design and evolution over time. [Learn more about this template]
Software Development PlanUse this Software Development Plan template to gather all information required to manage the project. It captures a number of artifacts developed during the Inception phase and is maintained throughout the software development project. [Learn more about this Software Development Plan template]
System Administration ManualProvides System Admin personnel and computer operators with a detailed description of the system and its associated environments, such as operations and procedures. [Learn more about this System Administration Guide template]
Training PlanIdentifies the users and how they will be trained to use the new product. Generally required for large projects. [Learn more about this Training Plan template]
User Manual / User GuideProvides the information necessary to use the system. Typically described are system or component capabilities, limitations, options, inputs, expected outputs, error messages, and special instructions. Our User Guide templates can be used to create user guides, user manuals, getting started guides and other types of technical documents. A User Guide is an online or printed book that describes how to use a software application. Includes the following templates
Contingency PlanThis Contingency Plan template identifies emergency response procedures; backup arrangements, procedures, and responsibilities; and post-disaster recovery procedures and responsibilities. Ensures that systems can recover from processing disruptions in the event of emergencies or large-scale disasters. Contingency Plans are synonymous with disaster and emergency plans. You also get nine spreadsheets to help track, plan, and monitor the progress of different QA tasks. Here are some examples of the excel spreadsheets that you get. Note that the first tab is the Table of Contents. If you click on the links on it, it opens each of the spreadsheets. Use this checklist to capture the decisions that need to be made to contain a disaster scenario and implement the contingency plan. Identify the categories that will be affected, such as Organisation or User groups, then identify the risk, the likelihood of this occurring, and the difficulty of making a decision. Enter the number of days to complete the tasks. In this example, the min number of days is 1, the max 10. This means that a Red arrow is shown for tasks that, on average, tasks that take less than four days; yellow means they are on track, and Green ahead of schedule. You can change the numbers to suits your needs.
In each column you add your own risks, instead of the ones listed. State here the value of the risk: probability of occurrence * impact. Remove the X (sample placeholders) and enter an x if a risk is still open. Color these cells Red is the risk is closed or Green if it’s still open.
Contingency Plan spreadsheet[Use this Risk Log to capture all known risks, the likelihood, severity, and impact (in financial terms) of a disaster scenario; the action required to resolve this; who is responsible for each task and its status. You can also use the Status Report spreadsheet to monitor the progress of each task.]
Conversion PlanThe Conversion Plan template describes the strategies and approaches for migrating data from the existing system(s). Conversion Plan Template: Blue Theme Example of the styles, format, chapters, and document structure Conversion Plan Executive Summary A more detailed look at what needs to be captured in the Executive Summary [Learn more about this Conversion Plan template]
Implementation PlanDefine all planned activities to ensure successful implementation into production operations. You can use this Implementation Plan template (29 pages MS Word) to describe how to deploy, install and transition software or hardware systems. You can edit this Implementation Plan to document the major tasks, resources, such as hardware, software, facilities, materials, and personnel, required to implement a new software or hardware system.
Implementation Plan Template: How It WorksIn general this plan is developed during the Design Phase of the Software Development LifeCycle and updated during the Development Phase. Use this Implementation Plan to define:
- Goals – identify the high-level goals for this project and critical success factors.
- Security – identify security requirements which must be addressed before and after the implementation.
- Roles & Responsibilities – outline the key individuals involved in different phases of this activity. The more detail you provide here, the less misunderstandings or assumptions will arise when the project starts.
- Tasks – describe the different tasks which must be accomplished to implement the new system.
- Schedule – describe the schedule and/or sequence in which tasks which must be performed.
- Resources – identify the software, hardware, equipment and other resources you need to perform these tasks. This will help the Project Manager estimate the cost of the project.
- Requirements by Site – describe the different requirements for each site. In large projects, you may need to identify different tasks for different sites and schedule these accordingly.
Software Development PlanUse this to document the development of each unit or module, including test cases, software, test results, approvals, and any other items that explain the software functionality.
Training PlanDocuments the technical and user training needed on the new systems.
Acceptance Test PlanDescribes the test process, procedures and tools to ensure that software packages meet their requirements. [Learn more about the Acceptance Test Plan template]
Release NotesSummarizes the current release; typically includes new features and changes and identifies known problems and workarounds.
Standard Operating ProceduresDocuments the details of the business processes related to the operations and maintenance of the systems.
Deployment PlanDescribes how to deploy and install the system. Contains an overview of the system, description of the major tasks involved in the implementation, resources needed to support the implementation effort (i.e. hardware, software, facilities, materials, and personnel), and site-specific implementation requirements.
[192 MS Word, 95 MS Excel, and 5 MS Visio templates]
Includes FREE Data Dictionary and Requirements Traceability Matrix
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Software Development Excel Templates
Free Software Development Templates
Requirements Traceability Matrix
Data Model – Excel
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