1. Project Scope Management
Sections of this presentation were adapted from A Guide to the Project Management Body of Knowledge 3rd Edition, Project Management Institute Inc., © 2004

2. 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”

3. 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

4. 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

5. How Do We Manage Scope? Five processes Scope Planning Scope Definition
Create WBS
Scope Verification
Scope Control
Scope Planning
Scope Definition
Create WBS
Scope Verification
Scope Control

6. Scope Planning Inputs Tools & Techniques Outputs
Enterprise Environmental Factors
Inputs
Tools & Techniques
Expert judgment
Templates, forms, standards
Organizational Process Assets
Outputs
Project Scope Management Plan
Project Charter
Preliminary Project Scope Statement
Project Management Plan
Scope Planning
Scope Definition
Create WBS
Scope Verification
Scope Control

7. Scope Management Plan
Guidance on how scope will be defined, documented, verified, managed, and controlled
Usually contained in project management plan
Identifies processes to manage scope, other tools used to manage scope (i.e. WBS, Scope statement, etc)

8. Scope Definition Inputs Tools & Techniques Outputs
Organizational Process Assets
Product analysis
Alternatives identification
Expert judgment
Stakeholder analysis
Outputs
Project Scope Statement
Project Charter
Requested Changes
Preliminary Project Scope Statement
Project Scope management plan updates
Project Scope Management Plan
Approved Change Requests
Scope Planning
Scope Definition
Create WBS
Scope Verification
Scope Control

9. Project Scope Statement
Project objective
Product scope description
Project requirements
Project boundaries
Project deliverables
Product acceptance criteria
Project constraints
Project assumptions
Initial project organization
Initial risks
Schedule milestones
Funding limitations
Cost estimate
Project specifications
Configuration Mgmt System
Approval requirements
Remember the difference between product and project?

10. Create WBS Outputs Inputs Tools & Techniques Project Scope Statement
Organizational Process Assets
Work breakdown structure templates
Decomposition
Work Breakdown Structure
Project Scope Statement
Project Scope Management Plan
WBS Dictionary
Approved Change Requests
Scope Baseline
Project Scope management plan updates
Requested Changes
Scope Planning
Scope Definition
Create WBS
Scope Verification
Scope Control

11. 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 stuff down too much

12. Work Breakdown Structure

13. WBS Dictionary Supports WBS with supplemental information
NOT a Work Package (not enough detail)

14. Scope Verification Tools & Techniques Inputs Outputs
Project Scope Statement
Inspection
Outputs
Accepted Deliverables
WBS Dictionary
Requested Changes
Project Scope Management Plan
Recommended Corrective Actions
Deliverables
Scope Planning
Scope Definition
Create WBS
Scope Verification
Scope Control

15. Scope Control Outputs Tools & Techniques Inputs
Project Scope Statement Updates
Inputs
Project Scope Statement
Work Breakdown Structure Updates
Change control system
Variance analysis
Replanning
Configuration management system
Work Breakdown Structure
WBS Dictionary Updates
WBS Dictionary
Scope Baseline Updates
Requested Changes
Project Scope Management Plan
Recommended Corrective Action
Performance Reports
Organizational Process Assets Update
Approved Change Requests
Project Management Plan Update
Work Performance Information
Scope Planning
Scope Definition
Create WBS
Scope Verification
Scope Control

16. 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

17. 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