Project Planning Document-1

 


Here's a comprehensive planning document for your PDF conversion project, encompassing both a high-level working plan and a detailed, step-by-step execution plan based on a 3-week Agile sprint.


Project Planning Document: Tender Document Conversion Tool (MVP)

1. Project Overview 🚀

Our goal is to quickly develop a Minimum Viable Product (MVP) within three weeks. This tool will automate the conversion of specific PDF tender documents into editable Microsoft Word (.docx) and Excel (.xlsx) formats. The aim is to significantly reduce manual data entry and boost efficiency for our stakeholders.


2. Working Plan: The Strategic Blueprint 🗺️

This section outlines the project's overall strategy, goals, and high-level components. It's our guiding star for the entire project.

2.1 Project Goal & Scope

Our main goal is to deliver a functional MVP that accurately converts a single, specific type of simple PDF tender document into editable Word and Excel formats.

  • In-Scope:

    • Conversion of one well-defined PDF tender document type (e.g., a standard form with predictable text fields and basic tabular data).

    • Generation of output in editable Word (.docx) and Excel (.xlsx) formats.

    • A simple interface (like a command-line script or basic utility) for users to start the conversion.

    • Integration of Agile principles and Jira for project management.

  • Out-of-Scope (for this 3-week sprint):

    • Handling complex PDF layouts, image-only PDFs, scanned documents, or highly varied structures.

    • Advanced data validation or complex error handling within the converted output.

    • Integration with other business systems or databases.

    • A sophisticated graphical user interface (GUI).

    • Extensive reporting features beyond basic project tracking.

2.2 Key Deliverables

By the end of this project, we will provide:

  • A working prototype of the conversion tool, successfully processing the target PDF type.

  • A simple "How-To" user guide for running and using the tool.

  • A Jira project board with all tasks, progress, and resolved issues.

  • A project closing summary detailing outcomes and lessons learned.

2.3 Team & Resources

Our dedicated team for this project, with their primary roles:

  • Project Lead (L1): Project oversight, team coordination, stakeholder communication, Agile process owner.

  • Developer (D1): Core development, coding the conversion logic, technical implementation.

  • Tester (T1): Quality assurance, test case creation, bug reporting, user guide documentation.

  • Support & Stakeholders (S1, S2): Provide requirements, sample documents, user feedback, User Acceptance Testing (UAT).

  • Consultant (C1): Technical advisory, architectural guidance, best practice recommendations.

  • Owners (O1, O2): Strategic direction, final approval, budget oversight.

Key Tools:

  • Jira: Our central hub for task management, backlogs, sprint boards, and reporting.

  • Code Repository (e.g., Git): For version control and collaborative coding.

  • Confluence: For detailed project documentation (like this plan, meeting notes, user guide).

2.4 High-Level Timeline & Milestones

This project will be executed as a single, intense three-week sprint, incorporating daily Agile ceremonies.

  • Week 1 (Sprint 1): Planning & Foundation 🗓️

    • Milestone: Team fully trained on Agile/Jira, development environment set up, core PDF text extraction logic implemented.

  • Week 2 (Sprint 2): Development & Initial Testing 🛠️

    • Milestone: Basic PDF to Word and Excel conversion working, critical bugs identified, and initial stakeholder feedback received.

  • Week 3 (Sprint 3): Refinement & Handover

    • Milestone: All critical bugs fixed, user guide complete, tool passes UAT, and project officially handed over.

2.5 Success Metrics (KPIs)

We'll track these Key Performance Indicators to measure our project's success:

  • Conversion Accuracy Rate: The percentage of correctly converted text and data from the PDF to Word/Excel.

    • Target: ge90 for text and tabular data.

  • Sprint Completion Rate: The percentage of planned tasks completed by the end of each sprint.

    • Target: 90

  • Cycle Time: The average time it takes for a task to go from "in progress" to "done" in Jira.

    • Target: Keep as low as possible (e.g., less than 2 days average).

  • Stakeholder Satisfaction: Measured qualitatively through feedback during sprint reviews and UAT.

    • Target: High satisfaction indicated by positive feedback and acceptance.

2.6 Risks & Mitigation

We've identified potential risks and planned how to deal with them:

  • Risk: Unexpected complexity in the target PDF document structure (e.g., inconsistent formatting, unconvertible embedded images).

    • Mitigation: C1 and D1 will perform detailed document analysis early in Week 1. If complexity is too high for the MVP, we'll immediately re-scope to an even simpler PDF type or adjust expectations with S1, S2.

  • Risk: Difficulty in finding a suitable, easy-to-implement conversion library or API within the short timeframe.

    • Mitigation: C1 will provide immediate recommendations for proven, quick-start technologies. D1 will prioritize a functional, even if basic, solution for the MVP.

  • Risk: Low accuracy of converted documents failing to meet the 90 target.

    • Mitigation: T1 will focus on testing critical data points. Clear expectations will be set with S1, S2 that this is an MVP, and minor manual adjustments might still be needed for some edge cases.

  • Risk: Team members unfamiliar with Agile practices or Jira leading to inefficiencies.

    • Mitigation: A dedicated Agile & Jira training session will be held on Day 1 (Monday of Week 1). L1 will provide ongoing coaching and support.


3. Execution Plan: Detailed Rollout 🛠️

This detailed plan breaks down our 3-week Agile sprint into daily tasks, targets, and responsible people. All progress will be tracked in Jira.

Sprint 1: Week 1 - Planning & Foundation 🧠

Sprint Goal: Get the team aligned, trained on Agile & Jira, establish the development environment, and implement the initial PDF text extraction logic. Weekly Target: Development environment fully set up, core PDF text extraction script working correctly, and initial test cases defined in Jira.

DayTask/ActivityDetailed StepsTarget/Goal for the DayResponsible People
MondayMorning: Agile & Jira Training Session 🧑‍🏫<br>Afternoon: Sprint Planning Meeting (Week 1) 📝L1 leads a 2-hour session covering Agile concepts (sprints, stand-ups) and Jira fundamentals. D1, T1 get Jira accounts and explore the interface. The team then defines initial backlog items and plans tasks for Week 1 in Jira.Team understands Agile and can navigate Jira. All Week 1 tasks are defined and assigned in Jira.L1 (Trainer/Facilitator)<br>D1, T1 (Participants)<br>S1, S2, C1, O1, O2 (Planning)
TuesdayDaily Stand-up 🗣️<br>Sample Document Collection & Analysis 🧐L1, D1, T1 (15 mins). S1, S2 provide 5-10 diverse sample PDF tender documents. D1, C1 begin detailed analysis of their structure (text fields, table patterns, non-text elements) and document findings in Confluence.Daily plan clear. Key PDF structures for MVP are identified and documented.L1, D1, T1 (Stand-up)<br>S1, S2 (Collection)<br>D1, C1 (Analysis)
WednesdayDaily Stand-up 🗣️<br>Technology Selection & Dev Environment Setup 💻L1, D1, C1 collaborate to select the optimal core conversion library/API (considering ease of use, speed of implementation, accuracy for identified structures). D1 sets up the full development environment (IDE, necessary libraries, Git repository, link to Jira).Conversion technology is chosen and documented. Development environment is fully set up and ready for coding.L1, D1, T1 (Stand-up)<br>D1, C1 (Tech Selection)<br>D1 (Setup)
ThursdayDaily Stand-up 🗣️<br>Initial PDF Text Extraction Development ✍️D1 writes the initial code to parse and extract all raw text (including text within tables) from the defined target PDF type. C1 provides real-time technical guidance and code review.Raw text successfully extracted from the target PDF.L1, D1, T1 (Stand-up)<br>D1 (Coding)<br>C1 (Guidance)
FridayDaily Stand-up 🗣️<br>Initial Test Case & Code Review 📝T1 drafts basic, critical test cases for the text extraction functionality (e.g., verifying specific keywords, numbers, and basic table text are present). All test cases are entered into Jira. L1, D1 review D1's extraction code for quality and adherence to chosen tech.Test cases for raw text extraction are created in Jira. Extraction code is reviewed.L1, D1, T1 (Stand-up)<br>T1 (Test Cases)<br>L1, D1 (Code Review)

Sprint 2: Week 2 - Building the Core & Initial Testing 🏗️

Sprint Goal: Implement the core PDF to Word and Excel conversion logic for the target PDF type, identify critical bugs, and gather initial stakeholder feedback. Weekly Target: Functional conversion to basic Word and Excel formats, identified critical bugs in Jira, and a successful Sprint Review with stakeholders.

DayTask/ActivityDetailed StepsTarget/Goal for the DayResponsible People
MondayDaily Stand-up 🗣️<br>Sprint Planning Meeting (Week 2) 📝L1, D1, T1 (15 mins). Team selects the highest-priority tasks from the Jira backlog for this sprint, focusing on Word and Excel output, based on Week 1's achievements and learnings.Week 2 tasks are planned, assigned, and visible in Jira.L1, D1, T1 (All)
TuesdayDaily Stand-up 🗣️<br>PDF to Word Conversion Development ✍️D1 codes the logic to take the extracted PDF text and structure it into a basic Microsoft Word (.docx) document, preserving headings, paragraphs, and basic layout.Basic PDF text successfully converted to an editable Word (.docx) document.L1, D1, T1 (Stand-up)<br>D1 (Coding)
WednesdayDaily Stand-up 🗣️<br>PDF to Excel Conversion Development ✍️D1 implements sophisticated logic to identify and extract tabular data from the PDF and correctly place it into a Microsoft Excel (.xlsx) spreadsheet, maintaining rows and columns. C1 provides guidance on complex table structures.Basic PDF tables successfully converted to an editable Excel (.xlsx) spreadsheet.L1, D1, T1 (Stand-up)<br>D1 (Coding)<br>C1 (Guidance)
ThursdayDaily Stand-up 🗣️<br>Functional Testing & Bug Reporting 🐛T1 executes comprehensive test cases on both the Word and Excel outputs using multiple sample PDFs. All identified bugs (conversion errors, formatting issues, data discrepancies) are logged in Jira with clear steps to reproduce.All major conversion bugs for Word/Excel output are identified and logged in Jira.L1, D1, T1 (Stand-up)<br>T1 (Testing)
FridayDaily Stand-up 🗣️<br>Morning: Sprint Review Meeting 🎯<br>Afternoon: Sprint Retrospective 🤔D1 demonstrates the current working Word and Excel conversion tool to O1, O2, S1, S2. They provide immediate feedback, which is documented in Confluence. L1 facilitates a team discussion to analyze what went well in Sprint 2, what challenges arose, and how to improve for Sprint 3.Stakeholders see a working prototype and provide feedback. Team learns from the sprint and identifies actionable improvements.L1, D1, T1 (Stand-up)<br>D1 (Demo), L1 (Facilitate), O1, O2, S1, S2 (Review)<br>L1, D1, T1 (Retrospective)

Sprint 3: Week 3 - Refinement & Handover 🏁

Sprint Goal: Address all remaining feedback and bugs, finalize the user experience, prepare all documentation, and officially hand over the MVP. Weekly Target: All critical bugs resolved, user guide completed, tool passes UAT, and project officially closed.

DayTask/ActivityDetailed StepsTarget/Goal for the DayResponsible People
MondayDaily Stand-up 🗣️<br>Sprint Planning Meeting (Week 3) 📝L1, D1, T1 (15 mins). Team plans the final tasks for the sprint, including resolving bugs from Sprint 2 feedback, creating user access, and documenting.Week 3 tasks are planned, assigned, and visible in Jira.L1, D1, T1 (All)
TuesdayDaily Stand-up 🗣️<br>Bug Fixing & User Access Script/Interface 🛠️D1 prioritizes and resolves all critical bugs logged in Jira. D1 then develops a simple, easy-to-use script (or basic utility) for S1, S2 to run the conversion tool.All critical bugs fixed. A user-friendly method to run the tool is created.L1, D1, T1 (Stand-up)<br>D1 (Coding/Fixing)
WednesdayDaily Stand-up 🗣️<br>Final Regression Testing & User Guide DraftT1 performs a comprehensive regression test across all functionalities to ensure bug fixes haven't created new issues. T1 drafts the "How-To" user guide in Confluence based on the tool's final functionality.Tool is stable and reliable after all fixes. User guide draft is completed in Confluence.L1, D1, T1 (Stand-up)<br>T1 (Testing/Documentation)
ThursdayDaily Stand-up 🗣️<br>User Acceptance Testing (UAT) ✔️S1, S2 conduct the formal User Acceptance Testing, using the finalized tool with their own real-world documents to confirm it meets their basic needs and expectations. L1 supports and gathers feedback in Confluence.S1 & S2 formally confirm the tool's functionality and accuracy.L1, D1, T1 (Stand-up)<br>S1, S2 (UAT)<br>L1 (Support)
FridayDaily Stand-up 🗣️<br>Morning: Final Sprint Review & Sign-off ⭐<br>Afternoon: Project Closing & Retrospective 🎉L1, D1, T1 present the final, approved tool and user guide to O1, O2, S1, S2 for formal project sign-off. This includes reviewing Jira for completed tasks and a final check of Confluence documentation. L1 facilitates a final, comprehensive team retrospective to discuss overall project performance, celebrate successes, and document key learnings in Confluence.Owners and Stakeholders officially approve the MVP. Project is formally closed.L1, D1, T1 (Present), O1, O2, S1, S2 (Approve)<br>L1, D1, T1 (Retrospective)<br>All Team Members (Closing)

4. Tracking & Monitoring 📊

We'll use Jira as our primary tool for tracking progress, issues, and team performance.

  • Jira Dashboard: Configured to provide a real-time, visual snapshot of:

    • Sprint Burndown Chart: Shows remaining work for the current sprint.

    • Task Board: Visualizes task statuses ("To Do," "In Progress," "Done").

    • Bug Report/Fix Rate: Monitors the number of open vs. closed bugs.

    • Custom Widgets: To display Conversion Accuracy (if quantifiable data is available from tests) and other relevant metrics.

  • Agile Ceremonies:

    • Daily Stand-ups: Ensure constant communication, identify blockers early, and maintain team synchronization.

    • Sprint Reviews: Provide regular, structured feedback loops from stakeholders, ensuring alignment.

    • Sprint Retrospectives: Drive continuous improvement in team processes and foster a learning environment.

  • Confluence Documentation: All major decisions, meeting notes, project plans, and user guides will be kept up-to-date in Confluence for easy access and a single source of truth.

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