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BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 Certificate IV in Project Management 17871 Qualification Code BSB41507 Unit Code BSBPMG401A

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Page 1: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Apply Project ScopeManagement Techniques

Project Scope Processes – Part 2

Certificate IV in Project Management 17871Qualification Code BSB41507

Unit Code BSBPMG401A

Page 2: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Project Scope Management Processes

PMBOK Project Scope Management Processes -5.1 Collect Requirements

5.2 Define Scope

5.3 Create Work Breakdown Structure

5.4 Verify Scope

5.5 Control Scope

Related processes from Project Integration Management –

4.1 Develop Project Charter

4.2 Develop Project Management Plan

4.5 Perform Integrated Change Control

PMBOK 4th Edition

Page 3: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Project Scope Processes - Part 2

PMBOK Project Scope Management Processes -5.1 Collect Requirements

5.2 Define Scope

5.3 Create Work Breakdown Structure

5.4 Verify Scope

5.5 Control Scope

Related processes from Project Integration Management –

4.1 Develop Project Charter

4.2 Develop Project Management Plan

4.5 Perform Integrated Change Control

PMBOK 4th Edition

Page 4: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Learning Objectives – Part 2

1. Understand of the processes required to manage Project Scope

2. Define the processes and work involved in constructing a work breakdown structure using different approaches

3. Explain the importance of scope verification and how it relates to scope definition and control.

4. Understand the importance of scope control and approaches to reduce scope-related problems

5. Define the measurement of scope management as part of Project Closure

Page 5: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Reading – Scope Processes Part 2

Please take some time to review the PMBOK Chapters 5.3, 5.4, 5.5, 4.5, 4.6

This could take 30 to 45 minutes

Page 6: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.3 Create Work Breakdown Structure

• The process of sub dividing project deliverables and project work into smaller, more manageable component.

• It defines all the work to be undertaken by the project team in order to achieve the project objectives and create the required deliverables.

• The WBS is initially created during scope planning and then refined as time, cost and human resource planning are undertaken

• It forms the basis for the development of the project schedule and GANTT chart

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 7: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.3 Create Work Breakdown Structure

• Inputs into the creation of the WBS include –

Project Scope Statement

Requirements documentation

Organisational policies and procedures

Project management methodology and lifecycle

Lessons learned from previous projects

Templates for WBS

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 8: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

WBS Possible Hierarchies

• The WBS is made up work packages from phases, deliverables and activities, down to tasks at the lowest level.

Work Package

Deliverable

Phase

Project

Activity

Task

Deliverable

Phase

Sub Project

Project

Work Package

Activity

Activity

Work Package

Deliverable

Project

Task

Task

Page 9: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Project

Phase 1 Phase 2 Phase 3

Deliverable 1 Deliverable 2 Deliverable 3

Activity 1 Activity 2 Activity 3

Task 1 Task 2 Task 3

WorkPackage 1

WorkPackage 2

WorkPackage 3

Task 4 Task 5 Task 6

Types of WBS Diagrams

• Deliverables can be broken down into Activities or Work Packages

• Activities and Work Packages are typically broken down into Tasks

• Phases could be replaced by Sub Projects or Deliverables depending on the size of the project

Adapted from PMBOK 4th Edition

Page 10: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.3 Create Work Breakdown Structure

• Outputs from this process include –

Work Breakdown Structure

Definitions of Sub-projects, Deliverables and Work Packages

WBS Dictionary (advanced concept, often applied to large Information Technology, Defence and Engineering projects)

– Structured documentation of the components of the WBS including Sub-projects, Deliverables and Work Packages

– Can define and allocate accounts to WBS components for cost and time tracking purposes

– Can include high level sub-project plans and outsourcing or contracting information

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 11: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.4 Verify Scope

• The process of formal review and acceptance of completed project deliverables

• Occurs during the Monitoring and Control activities through both the Planning and Execution Phases

• Involves the formal review and acceptance (sign off) for deliverables by the Project Sponsor or customer

• This process is critical to the successful completion of a project

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 12: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Verify Scope Vs Quality Control

• Quality Control is generally performed before Scope Verification but they are often performed in parallel and many organisations do not make a distinction between the two activities

• Scope Verification is primarily concerned with acceptance or handover of the deliverables

• Quality Control is primarily concerned with the correctness of the deliverables against the quality requirements that were specified

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 13: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.4 Verify Scope

• The primary inputs include –

Project Scope Statement

Work Breakdown Structure

Requirements documentation

Finalised deliverables

• The primary outputs include –

Accepted deliverables – sign off

Change Requests

Project documentation updatesInitiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 14: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.5 Control Scope

• The process of monitoring the status of both the project and product scope

• Focuses on managing any changes to the scope baseline and understanding the flow on impacts to Time, Cost and Quality

• All requested changes should be processed through the Perform Integrated Change Control process (4.5)

• Occurs during the Monitoring and Control activities through both the Planning and Execution Phases

• Scope creep occurs when

unapproved changes are undertaken Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 15: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.5 Control Scope

• Change on projects is inevitable

• Sometimes requirements and deliverables are overlooked during planning

• Sometimes requirements need to change to accommodate the changing needs of the Project Sponsor or customer

• Mandating some form of change control process is critical to project success

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 16: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.5 Control Scope

• The goals of Change Control are to -

Influence the factors that cause scope changes

Ensure changes are processed according to procedures developed as part of integrated change control

Manage changes when they occur

Increase the chance of meeting the overall objectives

Define and obtain approval for changes to baselines for Scope, Cost and Time

• The Project Manager has the primary

responsibility for Change Control Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 17: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

5.5 Control Scope

• The primary inputs include –Scope baseline

Scope management plan

Change management plan and procedures

Configuration management plan (if developed)

Requirements management plan (if developed)

• The primary outputs include –Updates to Scope baseline

Updates to other baselines – Time and Cost

Project document update

Change requests

Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 18: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

4.5 Perform Integrated Change Control

• The process of reviewing all change requests, including approving or rejecting changes and managing the flow on changes to all project deliverables and all components of the Project Management Plan

• All requested changes should be identified through the Control Scope process (5.5)

• Occurs from project inception through to completion and is part of the Monitor and Control process group

• Ideally only approved changes should be

incorporated into the project Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 19: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

4.5 Perform Integrated Change Control

• The following change management activities are included –

Influencing stakeholders and the project team to ensure only approved changes are implemented

Reviewing, analysing and approving change requests quickly

Understanding the complete impacts of the approved changes and managing their implementation

Maintaining the integrity of project baselines for Scope, Time and Cost

Co-ordinating changes across entire projectInitiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 20: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

4.5 Perform Integrated Change Control

• The primary inputs include –Project management plan

Configuration management plan (if developed)

Change Requests

Change Control procedures

• The primary outputs include –Change request decisions

Change request status updates

Project management plan updates

Updates to project deliverables Initiation Planning Execution Close

Monitor

Control

Adapted from PMBOK 4th Edition

Page 21: BSBPMG401A Apply Project Scope Management Techniques Apply Project Scope Management Techniques Project Scope Processes – Part 2 C ertificate IV in Project

BSBPMG401A Apply Project Scope Management Techniques

Assessment Activities

Please proceed to Tests & Tasks and take

the Project Scope Quiz.

Be sure that you have completed the

Project Scope Exercises and participated in the Forums.

Best of Luck!

These are all due at the end of Week 4 in the Course Delivery Schedule