Project Scope Management

Project Scope ManagementThe processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully

Answers the question What will the project produce in the end.

Why Do We Manage Scope?Cant manage schedule and budget if scope is out of control (Triple Constraint)Scope docs are used to manage expectationsTIMECOSTSCOPEQuality

Scope Management Key PointsWhat is scope managementChecking to ensure that one is completing workSaying No to additional work not in the charterPreventing extra work/gold platingWork Breakdown Structure (WBS)Foundation of the project, all planning and controlling is based on the WBS Identifies all work to be performed, if it is not in the WBS it does not need to be doneGraphical picture of workWBSEstimatingNetwork DiagramsStaffingRisk

How Do We Manage Scope?Five processesCollect RequirementsDefine ScopeCreate WBSVerify ScopeControl Scope

Collect RequirementsProject CharterInterviewsFocus groupsFacilitated workshopsGroup creativity techniquesGroup decision making techniquesQuestionnaires and surveysObservationsPrototypes

InputsOutputsTools & TechniquesRequirements docsStakeholder RegisterRequirements mgmt planRequirements traceability matrix

Collect RequirementsDetermine product of the project requirementsMake sure all requirements support the business need of the project as described in the charter

Define ScopeOrganizational Process AssetsProject CharterExpert judgement Product analysisAlternatives identificationFacilitated workshops

InputsTools & TechniquesProject Document UpdatesOutputsProject Scope StatementRequirements documentation

Project Scope StatementProduct scope descriptionProduct acceptance criteriaProject deliverablesProject exclusionsProject constraintsProject assumptions

Remember the difference between product and project?

Create WBSProject scope statementRequirements documentationOrganizational process assetsDecompositionInputsTools & TechniquesWork Breakdown Structure (WBS)WBS DictionaryOutputsScope BaselineProject Document Updates

Work Breakdown StructureStart with major project deliverables or phasesDecomposition is breaking down the deliverables into more manageable partsNot all branches need the same level of decomposition!Decompose into Work Packages8-80 Hour Rule Dont break work down too much

Work Breakdown Structure

Verify ScopeProject Management PlanRequirements DocumentationRequirements Traceability MatrixInspectionInputsTools & TechniquesAccepted DeliverablesValidated DeliverablesChange RequestsOutputsProject Document Updates

Control ScopeProject Management PlanWork Performance InformationRequirements DocumentationVariance analysisInputsTools & TechniquesRequirements Traceability MatrixWork Performance MeasuresOutputsOrganizational Process AssetsOrganizational Process AssetsChange RequestsProject Management Plan UpdatesProject Document Updates

Scope DefinitionsChange Control SystemDocumentation, tracking, and approvals required to change project scopeConfiguration Management System Documentation, tracking, and approvals required to change product scopeManagement by Objectives (MBO)Establish unambiguous and realistic objectivesPeriodically evaluate if objectives are being metTake corrective action

Other Topics Project SelectionBenefit Measurement Methods (Comparative Approach)Murder Board Panel that tries to shoot down new ideasScoring ModelsBenefit Compared to CostConstrained Optimization Methods (Mathematical)Linear ProgrammingInteger ProgrammingMulti-Objective Programming

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