scope management slides

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Project Scope Project Scope Management Management Sections of this presentation were Sections of this presentation were adapted from adapted from A Guide to the A Guide to the Project Management Body of Project Management Body of Knowledge Knowledge 4 4 th th Edition, Project Edition, Project Management Institute Inc., © 2009 Management Institute Inc., © 2009

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scope management

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Project Scope Project Scope ManagementManagement

Sections of this presentation were adapted Sections of this presentation were adapted from from A Guide to the Project Management A Guide to the Project Management

Body of KnowledgeBody of Knowledge 4 4thth Edition, Project Edition, Project Management Institute Inc., © 2009Management Institute Inc., © 2009

Project Scope ManagementProject Scope Management

““The processes required to ensure that the The processes required to ensure that the project includes all the work required, and project includes all the work required, and only the work required, to complete the only the work required, to complete the project successfully”project successfully”

Answers the question – “What will the Answers the question – “What will the project produce in the end”.project produce in the end”.

Why Do We Manage Scope?Why Do We Manage Scope?

Can’t manage schedule Can’t manage schedule and budget if scope is and budget if scope is out of control (Triple out of control (Triple Constraint)Constraint)

Scope docs are used to Scope docs are used to manage expectationsmanage expectations

TIME

COSTSCOPE

Quality

Scope Management Key PointsScope Management Key Points

What is scope managementWhat is scope management Checking to ensure that one is completing workChecking to ensure that one is completing work Saying No to additional work not in the charterSaying No to additional work not in the charter Preventing extra work/gold platingPreventing extra work/gold plating

Work Breakdown Structure Work Breakdown Structure (WBS)(WBS)

Foundation of the project, all Foundation of the project, all planning and controlling is based planning and controlling is based on the WBS on the WBS

Identifies all work to be Identifies all work to be performed, if it is not in the WBS performed, if it is not in the WBS it does not need to be doneit does not need to be done

Graphical picture of workGraphical picture of work

WBS

Estimating

Network Diagrams

Staffing Risk

How Do We Manage Scope?How Do We Manage Scope?

Five processesFive processes Collect RequirementsCollect Requirements Define ScopeDefine Scope Create WBSCreate WBS Verify ScopeVerify Scope Control ScopeControl Scope

Collect

Requirements

Define

Scope

Create WBS

Verify

Scope

Control

Scope

Collect RequirementsCollect Requirements

Project Charter Interviews

Focus groups

Facilitated workshops

Group creativity techniques

Group decision making techniques

Questionnaires and surveys

Observations

Prototypes

Inputs OutputsTools & Techniques

Requirements docs

Stakeholder Register

Collect

Requirements

Define

Scope

Create WBS

Verify

Scope

Control

Scope

Requirements mgmt plan

Requirements traceability matrix

Collect RequirementsCollect Requirements

Determine product of the project Determine product of the project requirementsrequirements

Make sure all requirements support the Make sure all requirements support the business need of the project as business need of the project as described in the charterdescribed in the charter

Define ScopeDefine Scope

Organizational Process Assets

Project CharterExpert judgement

Product analysis

Alternatives identification

Facilitated workshops

Inputs Tools & Techniques

Project Document Updates

OutputsProject Scope Statement

Collect

Requirements

Define

Scope

Create WBS

Verify

Scope

Control

Scope

Requirements documentation

Project Scope StatementProject Scope StatementProduct scope descriptionProduct scope descriptionProduct acceptance Product acceptance criteriacriteriaProject deliverablesProject deliverablesProject exclusionsProject exclusionsProject constraintsProject constraintsProject assumptionsProject assumptions

Remember the difference between product and project?

Create WBSCreate WBSProject scope statement

Requirements documentation

Organizational process assets

Decomposition

Inputs Tools & Techniques

Work Breakdown Structure (WBS)

WBS Dictionary

Outputs

Scope Baseline

Project Document Updates

Collect

Requirements

Define

Scope

Create WBS

Verify

Scope

Control

Scope

Work Breakdown StructureWork Breakdown Structure

Start with major project deliverables or Start with major project deliverables or phasesphases

““Decomposition” is breaking down the Decomposition” is breaking down the deliverables into more manageable partsdeliverables into more manageable parts Not all branches need the same level of Not all branches need the same level of

decomposition!decomposition!

Decompose into “Work Packages”Decompose into “Work Packages” 8-80 Hour Rule 8-80 Hour Rule Don’t break work down too Don’t break work down too

muchmuch

Work Breakdown StructureWork Breakdown Structure

New Warehouse

Design - 1 Construction - 2 Commissioning - 3

Structural - 1.1

Architectural – 1.2

Steel Package 1.1.1

Concrete Package 1.1.2

Floor Layout 1.2.1

Elevations 1.2.2

Door Schedule 1.2.3

Concrete Install – 2.1

Steel Install – 2.2

Drywall Install – 2.3

1st Floor Package 2.3.1

2nd Floor Package 2.3.2

Verify ScopeVerify Scope

Project Management Plan

Requirements Documentation

Requirements Traceability Matrix

InspectionInputs

Tools & Techniques

Accepted Deliverables

Validated Deliverables

Change Requests

Outputs

Project Document Updates

Collect

Requirements

Define

Scope

Create WBS

Verify

Scope

Control

Scope

Control ScopeControl Scope

Project Management Plan

Work Performance Information

Requirements Documentation

Variance analysis

Inputs

Tools & Techniques

Requirements Traceability Matrix

Work Performance Measures

Outputs

Organizational Process Assets

Organizational Process Assets

Change Requests

Project Management Plan Updates

Project Document Updates

Collect

Requirements

Define

Scope

Create WBS

Verify

Scope

Control

Scope

Scope DefinitionsScope Definitions

Change Control SystemChange Control System Documentation, tracking, and approvals required to Documentation, tracking, and approvals required to

change change projectproject scope scope

Configuration Management System Configuration Management System Documentation, tracking, and approvals required to Documentation, tracking, and approvals required to

change change productproduct scope scope

Management by Objectives (MBO)Management by Objectives (MBO) Establish unambiguous and realistic objectivesEstablish unambiguous and realistic objectives Periodically evaluate if objectives are being metPeriodically evaluate if objectives are being met Take corrective actionTake corrective action

Other Topics – Project SelectionOther Topics – Project Selection

Benefit Measurement Benefit Measurement Methods (Comparative Methods (Comparative Approach)Approach) Murder Board – Panel Murder Board – Panel

that tries to shoot down that tries to shoot down new ideasnew ideas

Scoring ModelsScoring Models Benefit Compared to Benefit Compared to

CostCost

Constrained Constrained Optimization Methods Optimization Methods (Mathematical)(Mathematical) Linear ProgrammingLinear Programming Integer ProgrammingInteger Programming Multi-Objective Multi-Objective

ProgrammingProgramming