Bob Kois PMP MBA Project Management Basics Scope Management EPICPM ®

Scope Management Time Resources Cost Quality/Technology Scope

Scope Management What is Project Scope Management? “Project scope management includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully.” * *Source: PMBOK ® p.105

Scope Management In addition…… “Project scope management is primarily concerned with defining and controlling what is and is not included in the project.” * *Source: PMBOK ® p.105

Scope Management PROJECT SCOPE Defines the work required to deliver the product, service or result. Completion is measured against: - project management plan - project scope statement PRODUCT SCOPE The features and functions that characterize the product, service or result. Completion is measured against the product requirements *Source: PMBOK ® p.105

Scope Management Methodology Inputs Project Management Methodology Organization Work (Tasks) Tools People

Scope Management Integrated Processes for the 21st Century Project Management Concurrent Engineering Concurrent Engineering Total Quality Management Total Quality Management Risk Management Risk Management Change Management Change Management

Yrs: Scope Management Planning Integrated Processes (Past, Present, and Future) Project management Total quality management Concurrent engineering Scope change management Risk management Project management Total quality management Concurrent engineering Scope change management Risk management Yrs: Supply chain management Business processes Feasibility studies Cost-benefit analyses (ROI) Capital budgeting Supply chain management Business processes Feasibility studies Cost-benefit analyses (ROI) Capital budgeting Integrated Processes Integrated Processes Current Integrated Processes

Scope Development with Customer = Communication Informal Formal Customer Contractor Sponsor Employees Project Project Manager

Scope Development Partnership Strength Weak Partnership Strength Matrix Strength Peers Superior- Subordinate Technical Understanding Command of Technology Weak Strong Working Relationship Technical Capability Strong Increasing Cooperation

Scope Management Scope InitiatingPlanningExecutingMonitoring and Controlling Closing Scope Knowledge Area Processes Plan Scope Management Collect Requirements Define Scope Create WBS Validate Scope Control Scope

Plan Scope Management “The process of creating a scope management plan that documents how the project will be defined, validated and controlled.” *Source: PMBOK ® p.107

Collect Requirements “The process of determining, documenting and managing stakeholders needs and requirements to meet the project objectives.” *Source: PMBOK ® p.110

Define Scope “Developing a detailed description of the project and product.” *Source: PMBOK ® p.120

Create WBS “Subdividing the major project deliverables and project work into smaller, more manageable components.” *Source: PMBOK ® p.125

Validate Scope “The process of formalizing acceptance of the completed project deliverables.” *Source: PMBOK ® p.133

Control Scope “The process of monitoring the status of the project and product scope and managing changes to the scope baseline.” *Source: PMBOK ® p.136

WBS – Example Create WBS Outputs

Sample Scope Management Plan

Scope Statement