Managed Discovery attempts to balance verification and discovery activities by using aninteractive, phased approach to data collection to mitigate the risk of the organization failing toprovide the needed data or providing inappropriate data. The key is starting with an initial set ofartifacts that have the most general reference model applicability. This allows the organization toefficiently provide data that have the greatest likelihood of being useful to the appraisal team. Theappraisal team reviews the provided artifacts and maps them to the appropriate appraisal referencemodel practices. The appraisal team then enters into an iterative set of data calls which continueuntil the full set of relevant data are examined (per the appraisal scope). This approach shifts theresponsibility to focus the data collection and mapping activity to the appraisal team – rather thanpotentially leaving the organization guessing at what the team needs. The initial series of datacalls may occur during initial planning activities, during readiness reviews, or during class C andclass B appraisals that lead up to the class A event.CMU/SEI-2011-HB-001 | 204The key to successful implementation of this approach is interaction between the appraisal teamand the organization. The team works with experts from the organization who understand thecontents of the products being provided to ensure coverage of the practices in the model. Thisleads to a greater understanding of the organization and its work by appraisal team members, andcan serve to further highlight the connection between “doing the work” and the practices in themodel for the organization’s staff.
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