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This section provides a structured Standards Assessment and Selection Process to reference when planning or performing standards assessment and selection. The activities outlined below and illustrated in Figure 1 will typically be performed in the conceptual design phase of a project as the outcome of the selection decision may impact downstream plans to design, develop and implement the standards based solution.
The companion Standards Assessment and Selection Template is aligned with the the process and is recommended for use when documenting the assessment process, recommendation and decision.
Figure 1: Standards Assessment and Selection Process
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- Perform an environmental scan to identify candidate standards currently used to support similar use cases as well as existing or emerging solutions employed by projects with similar requirements and use cases and identify candidate standards well aligned with project requirements.
Supporting Documentation:
- The Standards Selection Guides - Registry provides information on Standards Selection decisions undertaken by other projects;
- The Standards Wiki on InfoCentral provides provides an overview of relevant standards in use in Canada and Internationally; and
- The Standards General Assessment Criteria provided in provided on this document site may be used as a screening tool to short list candidate standards for further evaluation.
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Supporting Documentation:
- The Standards General Assessment Criteria and Standard Specific Assessment Criteria provided provided in this document site may be used with a scoring methodology to support a structured assessment.
- The companion Standards Assessment and Selection Template provides a simple scoring methodology that can be directly applied or adapted to assess a standard against the Evaluation Criteria.
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- Develop a draft Standards Recommendation Report based on the assessment performed;
- Qualify the recommendation by identifying the factors that significantly influenced the scoring and/or recommendation including stakeholder input.
Supporting Documentation:
- Use of the companion companion Standards Assessment and Selection Template is is recommended when documenting the assessment process, recommendation and decision.
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- The Stakeholder Identification, Selection and Engagement activities (activity 2) will define the approach used to Review, Refine and Approve the Standards Recommendation;
- Although Figure 1 illustrates only a formal review, refinement and approval cycle on deliverable completion projects will typically engage stakeholders and other implementers throughout the process provide input.
Author and Publish the Guide
Objective:
- Collect the conclusions from the Standards Assessment process into a brief Guide that is suitable for sharing with broader audiences on InfoScribe;
Supporting Documentation:
- The Standards Selection Guide template provided on this site offers an easy way to collect and relay the conclusions from the approved assessment process
- Creating and more importantly publishing a final Selection Guide offers a number of advantages to the market by allowing other parties to discover and reuse the solution your project developed.