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

Project Scope Management “The 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? Can’t manage schedule and budget if scope is out of control (Triple Constraint) Scope docs are used to manage expectations TIME Quality COST SCOPE

Scope Management Key Points What is scope management Checking to ensure that one is completing work Saying No to additional work not in the charter Preventing extra work/gold plating Work 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 done Graphical picture of work Estimating Staffing WBS Risk Network Diagrams

How Do We Manage Scope? Five processes Collect Requirements Define Scope Create WBS Verify Scope Control Scope Collect Requirements Define Scope Create WBS Verify Control

Collect Requirements Inputs Tools & Techniques Outputs Interviews Focus groups Facilitated workshops Group creativity techniques Group decision making techniques Questionnaires and surveys Observations Prototypes Project Charter Requirements docs Stakeholder Register Requirements mgmt plan Requirements traceability matrix Collect Requirements Define Scope Create WBS Verify Control

Collect Requirements Determine product of the project requirements Make sure all requirements support the business need of the project as described in the charter

Define Scope Inputs Tools & Techniques Outputs Project Charter Expert judgement Product analysis Alternatives identification Facilitated workshops Outputs Project Scope Statement Requirements documentation Project Document Updates Organizational Process Assets Collect Requirements Define Scope Create WBS Verify Control

Project Scope Statement Product scope description Product acceptance criteria Project deliverables Project exclusions Project constraints Project assumptions Remember the difference between product and project?

Create WBS Outputs Inputs Tools & Techniques Project scope statement Decomposition Work Breakdown Structure (WBS) Requirements documentation Organizational process assets WBS Dictionary Scope Baseline Project Document Updates Collect Requirements Define Scope Create WBS Verify Control

Work Breakdown Structure Start with major project deliverables or phases “Decomposition” is breaking down the deliverables into more manageable parts Not all branches need the same level of decomposition! Decompose into “Work Packages” 8-80 Hour Rule  Don’t break work down too much

Work Breakdown Structure

Verify Scope Tools & Techniques Inputs Outputs Project Management Plan Inspection Outputs Accepted Deliverables Requirements Documentation Change Requests Requirements Traceability Matrix Project Document Updates Validated Deliverables Collect Requirements Define Scope Create WBS Verify Control

Control Scope Tools & Techniques Outputs Inputs Project Management Plan Work Performance Measures Variance analysis Work Performance Information Organizational Process Assets Requirements Documentation Change Requests Project Management Plan Updates Requirements Traceability Matrix Project Document Updates Organizational Process Assets Collect Requirements Define Scope Create WBS Verify Control

Scope Definitions Change Control System Documentation, tracking, and approvals required to change project scope Configuration Management System Documentation, tracking, and approvals required to change product scope Management by Objectives (MBO) Establish unambiguous and realistic objectives Periodically evaluate if objectives are being met Take corrective action

Other Topics – Project Selection Benefit Measurement Methods (Comparative Approach) Murder Board – Panel that tries to shoot down new ideas Scoring Models Benefit Compared to Cost Constrained Optimization Methods (Mathematical) Linear Programming Integer Programming Multi-Objective Programming