Big Data Staging Academy
Tagline: Turn raw data into reliable pipelines
This SOP outlines the standardized process for delivering client projects at Big Data Staging Academy ([COMPANY_NAME]). It ensures consistent, high-quality outcomes for clients while optimizing resource utilization and maintaining adherence to timelines and budgets.
This SOP applies to all client-facing projects, including but not limited to:
- Data pipeline design and implementation training.
- Workshops on ETL (Extract, Transform, Load) best practices.
- Custom curriculum development for corporate clients.
- Certification programs for data staging professionals.
It is intended for use by project managers, instructional designers, technical trainers, and quality assurance personnel.
| Role | Responsibility |
|---|---|
| Project Manager (PM) | Overall project ownership, client communication, milestone tracking, and reporting. |
| Instructional Designer | Development of training materials and curriculum. |
| Technical Trainer | Delivery of training sessions and workshops. |
| Quality Assurance (QA) | Review and validation of deliverables against acceptance criteria. |
| Client Representative | Point of contact for approvals, feedback, and change requests. |
Purpose: Define project objectives, scope, and deliverables.
1.1 Kickoff Meeting:
- Schedule a kickoff meeting with the client within 5 business days of contract signing.
- Attendees: PM, Client Representative, and relevant stakeholders.
- Agenda:
- Review project objectives and scope.
- Confirm deliverables and timelines.
- Identify key client contacts and escalation paths.
1.2 Scope Document Creation:
- Draft a detailed Scope of Work (SOW) document, including:
- Project objectives.
- Deliverables (e.g., training modules, certification exams).
- Timeline with milestones.
- Resource requirements.
- Obtain client sign-off within 3 business days of submission.
Purpose: Assign appropriate personnel and tools to the project.
2.1 Resource Planning:
- Identify required resources (e.g., instructional designers, trainers, QA personnel).
- Use [RESOURCE_ALLOCATION_TOOL] to assign team members based on availability and expertise.
2.2 Tool Setup:
- Ensure access to necessary tools such as:
- LMS (Learning Management System) platforms (e.g., Moodle, TalentLMS).
- Data pipeline tools (e.g., Apache Airflow, Talend).
- Collaboration tools (e.g., Slack, Asana).
Purpose: Establish clear checkpoints to track progress.
3.1 Milestone Definition:
- Define milestones such as:
- Curriculum outline approval.
- Completion of training module drafts.
- Delivery of pilot training sessions.
- Final client review and sign-off.
3.2 Timeline Creation:
- Use Gantt charts or project management software (e.g., Asana, Monday.com) to create a detailed timeline.
- Share the timeline with the client for approval.
Purpose: Maintain clear and consistent communication with the client.
4.1 Weekly Updates:
- Send a project status email every Friday, including:
- Progress against milestones.
- Upcoming tasks.
- Risks or blockers requiring client input.
4.2 Meeting Cadence:
- Schedule bi-weekly check-ins with the client to review progress and address concerns.
4.3 Escalation Path:
- For urgent issues, escalate to [REPRESENTATIVE_NAME] ([REPRESENTATIVE_TITLE]) within 24 hours.
Purpose: Ensure deliverables meet client expectations and industry standards.
5.1 Internal QA Reviews:
- Conduct QA reviews at each milestone.
- Use a QA checklist tailored to the deliverable type (e.g., training module, workshop materials).
5.2 Client Review:
- Submit deliverables to the client for review and feedback.
- Allow 5 business days for client feedback.
Purpose: Manage changes to project scope, timeline, or deliverables.
6.1 CR Submission:
- Clients must submit a formal CR via email or project management tool.
6.2 Impact Assessment:
- PM evaluates the impact on scope, timeline, and budget.
- Provide a revised SOW and cost estimate within 3 business days.
6.3 Approval:
- Implement changes only after receiving written client approval.
Purpose: Define standards for client acceptance of deliverables.
7.1 Acceptance Checklist:
- Deliverables must meet the following criteria:
- Alignment with SOW.
- Adherence to industry best practices (e.g., ETL standards).
- Client feedback incorporated.
7.2 Sign-Off:
- Obtain written client sign-off for each deliverable.
Purpose: Formally close the project and identify lessons learned.
8.1 Final Deliverables:
- Submit all final deliverables to the client.
- Provide a project summary report, including:
- Achievements.
- Challenges faced.
- Recommendations for future projects.
8.2 Retrospective Meeting:
- Schedule a retrospective meeting with the internal team within 5 business days of project completion.
- Discuss:
- What went well.
- Areas for improvement.
- Action items for future projects.
Purpose: Maintain comprehensive records for future reference and compliance.
9.1 Project Folder:
- Store all project-related documents in a centralized location (e.g., Google Drive, SharePoint).
- Include:
- SOW.
- Milestone tracking.
- Client communications.
- QA checklists.
- Final deliverables.
9.2 Archival:
- Archive project folders 30 days after project closure.
By adhering to this SOP, [COMPANY_NAME] will deliver consistent, high-quality projects that meet client expectations and reinforce its reputation as a leader in data staging education.
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