1. Defining Project Scope Research has demonstrated that a clearly defined project scope is a major component of project success. A clearly defined project scope statement sets the stage for effective project planning and execution. A documented project scope performs as a standard by which performance and quality may be measured. A project scope document is not a project plan. A complete project plan includes schedules, budgets, a work breakdown structure and many other components.

2. Project Scope Checklist Project Objective Deliverables Milestones Technical Requirements Limits and Exclusions Reviews with Customers

3. Project Objectives An objective is the end-point of a process Answers the questions of what, when, and how much Provides a verifiable and measurable accounting of project success

4. Objectives are Goal Oriented An objective is not a process:  “To provide my supervisor with information on buying a new computer for my office.” That’s like an archer saying: “My objective is to move the arrow in the direction of the target.” It is more likely that the archer would say: “My objective is to hit the bulls-eye.” Revising the objective above would yield:  “To convince my supervisor to approve the purchase of a new computer for my office.”

5. Project Deliverables Deliverables are what the project will produce during its execution Deliverables may include the creation of specs, prototypes, and finished product Typically include time, quantity, and/or cost estimates

6. Project Milestones A milestone is a significant event in a project that occurs at a point in time Milestones identify major segments of the work that are completed Milestones serve as critical control points in project development Milestones are easily recognized by all participants in the project

7. Technical Requirements Technical requirements set the minimum allowable quality and capability for project outcome Examples:  “The computer must be able to run on 240 and 115 volts AC, as well as 24 volts DC.”  “The entire hamburger production process must be limited to 4 minutes or less.”

8. Limits and Exclusions Determines what is not included in the project Prevents “project creep” Examples:  “The house will be built, but no landscaping or security devices added.”  “Software will be installed, but no training given.”

9. Reviews with Customers Reviews are a necessary component of project control Customer reviews are often a primary source of input for change and enhancement Reviews insure that everyone associated with the project know what’s going on Reviews are vital tools in maintaining a strong client-PM relationship

10. Maintaining Project Scope Control Know the Business Situation and Your Clients Communicate Effectively, Clearly and Often Provide Concise and Measurable Results Clearly Define Authority and Responsibility Avoid Micro-Managing

11. The Three Levels of Scope Level 1: Scope statements must be objectively measurable, unambiguous, and describe strategically relevant business results. Level 2: The project scope must make clear the project’s position and importance within the overall strategic goals of the organization. Level 3: The subdivision of every task within the project team is associated with a measurable outcome.

12. Project Scope Questions?