Project Scope Management Sections of this presentation were

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

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”

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 SCOPE COST

Scope Management Key Points What is scope management n n n 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) n n n 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 Network Diagrams Risk

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

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

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)

Scope Definition Organizational Process Assets Inputs Tools & Techniques q Product analysis Outputs q Alternatives identification Project Charter q Expert judgment Requested Changes q Stakeholder analysis 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

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?

Create WBS Organizational Process Assets Inputs Tools & Techniques Outputs q Work breakdown structure templates Project Scope Statement Work Breakdown Structure q Decomposition 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

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

Work Breakdown Structure New Warehouse Design - 1 Construction - 2 Commissioning - 3 Concrete Install – 2. 1 Structural - 1. 1 Steel Package 1. 1. 1 Steel Install – 2. 2 Concrete Package 1. 1. 2 Drywall Install – 2. 3 1 st Floor Package 2. 3. 1 Architectural – 1. 2 Floor Layout 1. 2. 1 Elevations 1. 2. 2 Door Schedule 1. 2. 3 2 nd Floor Package 2. 3. 2

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

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

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

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

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