The Dimensions of SCM Planning


at this level is to identify a customizable set of standard SCM tasks for each project (an SCM task list that gets added to the development project plan). This includes defining the appropriate set of SCM tasks per size of project. Some of the typical SCM tasks include (and not limited to):

·         Assign SCM personnel to the project

·         Provide SCM awareness at the project level (SCM tool & procedures used, roles, etc.)

·         Perform the CCB process and activities

·         Version control documents (for internal project needs)

·         Version control code

·         Build the release

·         Branch/merge activities (if applicable)

·         Version control deliverables

·         Perform SCM audit

·         Prepare release notes

·         Package the release

·         Install the release

To define its proper level, it’s helpful to review the SCM task and consider what level benefits the most (organization, application, or project).   Also consider who you work with to accomplish a task (upper management, application owner/product manager, or project manager/staff), along with the repetition of the task at hand. Overall, this may help SCM professionals target their SCM tasks or effort more effectively, thus leading to better SCM planning and, ultimately, to a more successful implementation and adoption of SCM.


About the author

Mario  Moreira's picture Mario Moreira

Mario Moreira is a Columnist for the CM Journal, a writer for the Agile Journal, an Author, an Agile and CM expert for CA, and has worked in the CM field since 1986 and in the Agile field since 1998. He has experience with numerous CM technologies and processes and has implemented CM on over 150 applications/products, which include establishing global SCM infrastructures. He is a certified ScrumMaster in the Agile arena having implemented Scrum and XP practices. He holds an MA in Mass Communication with an emphasis on communication technologies. Mario also brings years of Project Management, Software Quality Assurance, Requirement Management, facilitation, and team building skills and experience. Mario is the author of a new book entitled “Adapting Configuration Management for Agile Teams” (via Wiley Publishing). It provides an Agile Primer and a CM Primer, and how to adapt CM practices for Agile Teams. Mario is also the author of the CM book entitled, “Software Configuration Management Implementation Roadmap.” It includes step-by-step guidance for implementing SCM at the organization, application, and project level with numerous examples. Also consider visiting Mario’s blog on CM for Agile and Agile adoption at

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