8.

0 Execution of Quality Reviews

8.1 Product QA - Peer Reviews
Peer Review is any review where an individual(s) has completed a deliverable/work product or a
component of a larger deliverable/work product and is ready for a project team member to examine the
deliverables/work product to identify problems and areas where changes are needed.
The purpose of a peer review is for project team members to review documents such as detailed design
and application code to identify issues, risks, and defects and to recommend changes as needed. Peer
reviews are typically performed on deliverables/work products before they can migrate to the next phase
of development.
Peer Reviews can be facilitated or unfacilitated.

8.2 Executing Peer Reviews

Plan for Prepare for Conduct Perform Analyse

review review review rework review results

8.2.1 Plan for Review

• Identify the work products that need to be peer reviewed
• Schedule the Peer Review on a work product before it migrates to the next phase of
development and at least one week before the work product’s due date
• Document standard Peer Review criteria
• Identify eligible peer reviewers
• Select the most appropriate technique for the Peer Review (Facilitated or Unfacilitated)
• Retrieve the correct Peer review form – See section Error! Reference source not found. for
location of form
8.2.2 Prepare for Peer Review
After planning for Peer Reviews, the project needs to prepare for the Peer Review.
The Deliverable Owner responsibilities include:
• Send the deliverable/work product, Peer Review Feedback Form, and Peer Review Criteria at
least one day before the review to Peer Reviewers.
• The Peer Reviewer is responsible for:
• Setting aside the time to conduct the review and familiarize himself or herself with the subject.
• Reading the deliverable/work product prior to the review meeting for a facilitated review
• Documenting comments for the deliverable/work product
8.2.3 Conduct Peer Review
After preparing for the Peer Review, the project needs to conduct the Peer Review using the technique
identified during planning. The purpose of this step is to drive errors out early in the lifecycle and to
make sure that work products adhere to project standards. Peer reviewers note recommended changes
to the deliverable/work product in the peer review. The review will be conducted at least three days prior
to due date.
Roles and Responsibilities for the Facilitated Peer Review technique are as follows:
The Deliverable/Work Product Owner responsibilities include:
 • Participate in the Peer Review discussion
• Clarify deliverable questions
• Document time spent on the Peer Review
• Provide feedback on the Peer Review process regarding improvements, and changes to the
Team Lead or Project Manager
Appoint a facilitator and a meeting recorder

The Facilitator responsibilities include:

• Facilitate the Peer Review process
• Keep review focused on deliverable/work product not on the owner
• Organize logistics of the Peer Review
• Examine the review materials before the review
• Confirm that all issues have been documented and measurements have been collected from
the participants
• Confer with participants to schedule time for a follow up review session, if needed
• Provide feedback on the Peer Review process regarding improvements and changes to the
Team Lead or Project Manager
The Meeting Recorder responsibilities include:
• Document meeting minutes and deliver those minutes to the Deliverable/Work Product Owner
• Record time spent on Peer Review for all participants
• Document problems (errors and defects) in the Peer Review Feedback Form
• Deliver the Peer Review Feedback Form to the Deliverable/Work Product Owner
• Provide feedback on Peer Review process regarding improvements and changes to the Team
Lead or Project Manager
The Peer Reviewer(s) responsibilities include:
• Provide recommendations, comments, and changes to the deliverable/work product using the
Peer Review Criteria.
• Provide constructive criticism on the deliverable/work product being reviewed
• Follow the rules and directives of the Facilitator

Roles and Responsibilities for the Unfacilitated Peer Review technique are as follows:

The Deliverable/Work Product Owner responsibilities include:

• Clarify deliverable questions with the Peer Reviewer(s) as necessary
• Document problems (errors and defects) in the Peer Review Feedback Form
• Document time spent on the Peer Review in the Peer Review Feedback Form
• Provide feedback on the Peer Review process regarding improvements and changes to the
Team Lead or Project Manager

The Peer Reviewer(s) responsibilities include:

• Provide recommendations, comments, and changes to the deliverable/work product using the
Peer Review Criteria
 • Provide constructive criticism on the deliverable/work product being reviewed
• Contact Peer Reviewee to discuss disagreements (if necessary). If a resolution cannot be
reached with the Peer Reviewee, escalate issue to the Project Manager
• Provide feedback on the Peer Review process regarding improvements and changes to the
Team Lead or Project Manager
*Note that only Peer Reviewer(s) that are qualified and understand the material to be reviewed should conduct an
Unfacilitated Peer Review.
**Note that multiple Peer Reviews may be conducted for the same work product. If several reviews are scheduled,
use a single Peer Review Feedback Form to capture data for all peer reviews of the work product.

8.2.4 Peer Review Criteria

Peer Reviews will occur at the following phases: Analysis, Design, Build and Product Test Preparation.
The Criteria for the peer review are the set of checklists tailored for each phase. The tailoring of the
checklist from the standard template should be completed when entering each of the phases.
8.2.5 Perform Necessary Rework
The next step is performing necessary rework.
The Deliverable/Work Product Owner responsibilities include:
• Perform necessary rework as suggested in the Peer Review Feedback Form
• Record resolution in the Peer Review Feedback Form
• Document time spent correcting problems (defects and errors)
• Monitor the status of problems (defects and errors)
• Forward Peer Review metrics to Team Lead or Metrics Lead on the project
The Team Lead responsibilities include:
• Review changes with the Deliverable/Work Product Owner (Team Lead only)
8.2.6 Analyze Review Results

The final step of the Peer Review process is to analyze review results. The Team Lead submits Peer
Review metrics to Project Manager or Metrics Lead for analysis. Peer Review data is analyzed as
indicated in the Project Measurement Plan.
The Team Lead responsibilities include:
• Review individual Peer Review Feedback Forms for possible recording errors.
• Analyze Peer Review metrics as indicated in the Project Measurement Plan.
• Raise any issues indicated by the metrics to the Project Manager.
• Work with the Metrics Lead to analyze data, identify issues and implement corrective actions.
The Metrics Lead responsibilities include:
• Ensure that all Peer Review data is entered into the Measurement Workbook.
• Analyze Peer Review as indicated in the Project Measurement Plan.
• Evaluate project execution of the Peer Review process.
• Identify areas for process improvement or areas where corrective action may be necessary.
• Document the corrective action in the Project Measurement Workbook and as an issue in the
project’s Issue Tracking Tool.
8.3 Product QA – Management Plan Reviews
Management Plan Reviews focus on reviewing key management plans and ensure that projects are
using standard management plan templates and contain content appropriate for the project concerned.
The content in the management plans is reviewed against a standard checklist and results are
documented and reported back to the project team together with action items. These reviews are
conducted by the QPI team. The QPI team is committed to providing support and guidance on
standards, methodologies, templates and tools.
Five Management plans are to be reviewed as part of this process:
Consolidated project plan
• Risk management plan
• Quality plan
• Measurement plan
• Configuration management plan
Conduct Management Plan Reviews (one-time activity per plan)
Brief Description Review of all completed mandatory project management plans to ensure they
meet all planed requirements.
Expected • After completion of the PPQA management plan reviews:
Outcomes/
Outputs • any non-conformance items that were identified during the review are
documented in the PPQA Report and discussed with the plan owner
• all non-conformance items are closed by the plan owner and tracked
to completion in the PPQA Report to meet the preferred practice
criteria and have a final, approved plan
People Involved • The Reviewer completes the PPQA review for all required plans,
discusses non-conformance items and verifies the successful
completion of the non-conformance items.
• The project team member who owns the plan understands the non-
conformance items and successfully completes them.