Scope Management JANAKI DOUILLARD MAKENZIE BRYK Collect Requirements

Scope Management JANAKI DOUILLARD & MAKENZIE BRYK Collect Requirements Define Scope WBS Verify Scope Control Scope

Raymond Wendell �Key points Plan of Record Use Cases Time Boxes Project Governance Agile Methodology Collect Requirements Define Scope �Thoughts from class? Quality Entertaining Content etc. WBS Verify Scope Control Scope

Collect Requirements � Mind Maps Central word, clustering � Affinity Diagrams Sorting requirements � Questionnaires and Surveys Large groups � Observation Shadowing � Prototypes Iterative, Input from Stakeholders � Group Decision Making � Use Cases � “Expert Interviewing” Email, phone, letter, in person � Focus Groups Moderated � Facilitated Workshops Different points of view � Brainstorming Nominal Group Technique � Delphi Technique Anonymous, iterative, consensus Collect Requirements Define Scope WBS Verify Scope Control Scope

Collect Requirements � Requirements Documentation What are they? � Balance Stakeholder Requirements Resolve Competing Requirements- consider charter, constraints, scope statement � Requirements Management Plan Record methods used to collect Analyze, Prioritize, Manage, Track changes What to include in traceability matrix � Requirements Traceability Matrix Easily identify key requirements and stakeholders Collect Requirements Define Scope WBS Verify Scope Control Scope

Collect Requirements Input Tools & Techniques Output Project Charter Observations, interviews, questionnaire, and surveys Requirements management plan Stakeholder register Focus groups and facilitated workshops Group creativity and decision-making techniques Prototypes Requirement documentation Requirement traceability matrix

Collect Requirements Professional/Social Responsibility � Honesty in collecting Understand the truth Do not deceive � Fairness in collecting Act impartially Conflicts of interest No personal gain � Respect in collecting Mutual Cooperation Deal with conflict directly Good faith negotiations Collect Requirements Define Scope Communications � Stakeholders Requirements Identify them ALL Determine requirements, expectations , interests � Stakeholder register, analysis � Define Requirements Communication Method. Interactive, Push, Pull Meetings- Location, Time, Responsibilities Type of Reports- Status, Progress, Trend, EV, Learned WBS Verify Scope Control Scope

Collect Requirements Activity �Brainstorming Pepsi Electrical Conservation � Business Problem � What requirements must we collect? Nom. Group Technique � Rank Collect Requirements the requirements as a group Define Scope WBS Verify Scope Control Scope

Define Scope Definition �Determine what is and is not in the Project �Planning is iterative �Product Analysis Analyze objectives and description of product, then turn into tangible deliverables. �Project Scope Statement Product Scope, Project Scope, Deliverables, Product acceptance criteria, Out-of-Scope, Constraints & Assumptions Collect Requirements Define Scope WBS Verify Scope Control Scope

Define Scope Input Tools & Techniques Output Project Charter Alternative Identification Project Scope Statement Requirement Documentation Product analysis Updates to project documents Organization process assets Facilitated workshops Expert judgment

Define Scope Communications Integration �Assumptions �Project Charter Product Description/Deliverables Measureable Project Objectives Collect Requirements Define Scope WBS Stakeholders’ project expectations Verify Scope Control Scope

Define Scope Activities �Matching Activity �Multiple Choice Collect Requirements Define Scope WBS Verify Scope Control Scope

Work Breakdown Structure �Control Account- Used to group a set of packages together for monitoring �Work Packages Collect Requirements Define Scope WBS Activity 8/80 rule Verify Scope Control Scope

Work Breakdown Structure WBS Dictionary Control Account ID # Work Package Name/# Date of Update Responsible Party Work Package Description Acceptance Criteria Deliverables Assumptions Resources Aligned Duration Schedule Milestones Cost Due Date Interdependencies Before work package: After work package: Approved By: Project Manager: Collect Requirements Define Scope Date: WBS Verify Scope Control Scope

Work Breakdown Structure Scope Baseline �Contents Scope Statement WBS Dictionary �Approved by Sponsor Collect Requirements Define Scope WBS Verify Scope Control Scope

Create WBS Input Tools & Techniques Output Project Scope statement Decomposition WBS and WBS dictionary Requirement documentation Organizational process assets Scope baseline Updates to project documents

Work Breakdown Structure Communications Integration �Statement of work �Distribute information �Direct & manage �Manage stakeholder expectations execution �Monitor & control �Roles & responsibilities Collect Requirements Define Scope WBS Verify Scope Control Scope

Work Breakdown Structure Activities �Matching �Multiple Choice Collect Requirements Define Scope WBS Verify Scope Control Scope

Verify Scope Description �Frequent planned in meetings with the customer or sponsor to gain formal acceptance of deliverables during monitoring and controlling As such, it is iterative and can happen during every phase �Relation to Quality Control Both check for correctness of work � Quality Control: usually happens first & is internal � Verify Scope: usually happens after & is external Collect Requirements Define Scope WBS Verify Scope Control Scope

Verify Scope Input Tools & Techniques Output Validated deliverables Inspection Accepted Deliverables Project management plan: scope baseline Stakeholder requirement documents Requirements traceability matrix Change Requests Updates to project documents

Verify Scope Communications Integration �Identify Stakeholder �Project management Requirements plan �Project Charter Collect Requirements Define Scope WBS Verify Scope Control Scope

Verify Scope Activities �Question & Answer �Multiple Choice Collect Requirements Define Scope WBS Verify Scope Control Scope

Control Scope Description �Measuring project and product scope performance and managing scope baseline for changes Identify the magnitude of variances (Variance Analysis) �Determine what, if any, changes should be requested Need for Scope Change found in Control Scope Collect Requirements Define Scope Perform Integrated Change Control: accept or reject change WBS Return to Control Scope and process approved changes Verify Scope Control Scope

Control Scope Input Tools & Techniques Output Project management plan: scope baseline, configuration management plan, change management plan Variance Analysis Work performance measurements Work performance information Stakeholder requirement documents Requirements traceability matrix Organizational process assets Change Request Updates to organizational process assets and project documents such as project management plan

Control Scope Communications Integration �Stakeholder �Project management Expectations plan Collect Requirements Define Scope WBS Verify Scope Control Scope

Control Scope Activities �Question & Answer �Multiple choice Collect Requirements Define Scope WBS Verify Scope Control Scope

Quiz!! �Multiple Choice �Input-Tools & Techniques-Output Matching

Collect Requirements Input Tools & Techniques Output Project Charter Observations, interviews, questionnaire, and surveys Requirements management plan Group creativity and decision-making techniques Prototypes Focus groups and facilitated workshops Requirement documentation Requirement traceability matrix Stakeholder register

Define Scope Input Tools & Techniques Project Charter Alternative Identification Requirement Documentation Output Updates to project documents Facilitated workshops Expert judgment Product analysis Organization process assets Project Scope Statement

Create WBS Input Tools & Techniques Output Project Scope statement WBS and WBS dictionary Organizational process assets Updates to project documents Requirement documentation Scope baseline Decomposition

Verify Scope Input Project management plan: scope baseline Tools & Techniques Inspection Change Requests Stakeholder requirement documents Accepted Deliverables Output Updates to project documents Validated deliverables Requirements traceability matrix

Control Scope Input Tools & Techniques Project management plan: scope baseline, change management plan Variance Analysis Output Change Request Updates to organizational process assets and project documents such as project management plan Stakeholder requirement documents Organizational process assets Requirements traceability matrix Work performance measurements Work performance information