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    Introduction to Project Scope

    Plan Scope Management

    Collect Requirements

    Define Scope

    Create WBS

    Control Scope

    Validate Scope

    Agenda

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    Scope refers to all the work involved in creating

    the deliverables of the project and the processes

    used to create them.

    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.

    What is Project Scope?

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    Product scope: The futures & functions that

    characterize the product, service, or result.

    Project Scope: The work that needs to be

    accomplished to deliver a product, service, or

    result with the specified features andfunctions.

    Product Scope vs. Project Scope

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    The process of creating a scope managementplan that documents how the project scope

    will be defined, validated, and controlled.

    It provides guidance and direction on scopewill be managed.

    5.1 Plan Scope Management

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    Plan Scope Management Data

    Flow

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    1. Project Management Plan: it defines how the

    project is executed, monitored, controlled

    and closed. It integrates all plan

    components.

    2. Project Charter

    3. Enterprise Environmental Factors

    4. Organizational Process Assets

    Plan Scope Management: Inputs

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    1. Expert Judgment: knowledgeable and

    experiences parties.

    2. Meetings.

    Plan Scope Management: T & T

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    1. Scope Management Plan. It includes:

    Process for preparing a detailed project scope

    statement.

    Process to enable the creation of WBS

    Process to establish how the WBS will be

    managed

    Define formal acceptance criteria ofdeliverables

    How change requests will be applied to scope

    Plan Scope Management: Output

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    2. Requirements Management Plan: describes how

    requirements will be analyzed, documented, and

    managed. It includes, but not limited to:

    How requirements activities will be planned,tracked and reported.

    Configuration management activities.

    Requirements prioritization process.

    Product metrics

    Traceability structure

    Plan Scope Management: Output (2)

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    Which is the BEST description of project scope?

    A. All of the features and deliverables your

    project will deliver

    B. All of the products your project will make

    C. All of the people involved in your project

    D. All of the work you will do to build theproject deliverables

    Quiz

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    The process of determining, documenting andmanaging stakeholder needs to meet projectobjectives.

    The key benefit is to provide the basis fordefining and managing project scope.

    Requirements includes the quantified anddocumented needs and expectations of thesponsor, customer, and other stakeholders.

    Requirement must be analyzed and recorded ina clear and detailed way to be measured.

    5.2 Collect requirements

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    Requirements can be grouped into classifications including:

    Business requirements, describe the high-level needs of

    the organization as a whole.

    Stakeholder requirements, describe needs of astakeholder or stakeholder group.

    Solution requirements, describe features, functions and

    characteristics of the product, service, or results.

    Transition requirements, describe temporary capabilities

    such as data conversion & training needs.

    5.2 Collect requirements (2)

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    CollectR

    equirementsData

    Flow

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    1. Project Scope Management Plan

    2. Requirements Management Plan

    3. Stakeholder Management Plan

    4. Project Charter

    5. Stakeholder Register

    Collect Requirements: Inputs

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    1. Interviews: meeting the stakeholders to ask

    prepared and spontaneous question &

    recording the responses.

    Collect Requirements: T & T (1)

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    2. Focus groups: bring together stakeholders

    and subject matter experts to learn about

    their expectations and attitudes about a

    proposed product,service or result.

    Collect Requirements: T & T (1)

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    3. Facilitated Workshops: Focused session with

    key cross-functional stakeholders to define

    product requirements.

    4. Group Creativity Techniques:

    Brainstorming

    Nominal Group

    Idea/Mind Mapping

    Affinity Diagram

    Multi-criteria decision analysis

    Collect Requirements: T & T (2)

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    Mind Map

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    Affinity Diagram

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    5. Group Decision Making Techniques

    Unanimity

    Majority

    Plurality

    Dictatorship

    6. Questionnaire and Surveys

    7. Observations

    8. Prototypes

    Collect Requirements: T & T (3)

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    9. Benchmarking

    10.Context Diagrams

    11. Document Analysis

    Collect Requirements: T & T (4)

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    1. Requirements Document

    Business Requirements

    Stakeholder requirements Solution requirements

    Project requirements

    Transition requirements

    2. Requirements Traceability Matrix

    Collect Requirements: Outputs

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    Sample Requirements Traceability Matrix

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    The process of developing a detailed description

    of the project and product.

    5.3 Define Scope

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    Define Scope Data Flow

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    1. Scope Management Plan

    2. Project charter

    3. Requirements Document

    4. Organizational Process Assets

    Procedures & Templates

    Historical Data

    Lessons learned from old Projects

    Define Scope: Inputs

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    1. Expert Judgment

    2. Product Analysis

    3. Alternatives Identification

    4. Facilitated workshops

    Define Scope: T & T

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    1. Scope Statement: describes projects

    deliverables and the work required to create

    those deliverables. It includes

    Product scope description

    DeliverablesAcceptance Criteria

    Project Deliverables

    Project Exclusion

    Project Assumptions

    Constraints

    Define Scope: Outputs (1)

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    Elements of

    Project

    Charter and

    Scope

    Statement

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    2. Project Documents Updates: may include,

    but not limited to:

    Stakeholder register

    Requirements Documents

    Requirements Traceability Matrix

    Define Scope: Outputs (2)

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    Why would you consider the scope statement so importantin your project management methodology?

    A. Mandatory to consult the plan before accepting change.

    B. Project managers must document any changes before

    approving or declining them.

    C. The project scope serves as a reference for all future

    project decisions.

    D. The scope statement is the base of WBS creation

    Quiz

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    Subdividing the project deliverables and

    project work into smaller and more

    manageable components.

    The work breakdown structure is a

    deliverable-oriented hierarchicaldecomposition of project work.

    5.4 Create WBS

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    Create

    WBSDataFlow

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    Sample WBS

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    Sample WBS

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    1. Scope Management Plan

    2. Project Scope Statement

    3. Requirements Document

    4. Enterprise Environmental Factors

    5. Organizational Process Assets

    Create WBS: Inputs

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    1. Decomposition: The subdivision of project

    deliverables into smaller, more manageable

    components. The work package level is the

    lowest level in the WBS, and is the point at

    which the cost an activity durations can be

    reliably estimated and managed. The level of

    detail for work packages will vary with the sizeand complexity of the project.

    2. Expert Judgment

    Create WBS: T & T

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    1. Scope Baseline

    Project Scope Statement

    WBS

    WBS Dictionary

    2. Project Documents updates

    Create WBS: Outputs

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    WBS Dictionary may include (but not limited to) Code of Account Identifier

    Description of work

    Assumptions and Constraints

    Schedule Milestone

    Resource required

    Cost Estimate

    Acceptance criteria Quality Requirements

    Create WBS: Outputs (2)

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    Control

    Accounts,

    Work

    Packages

    and

    Activities

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    A work breakdown structure numbering system allowsproject staff to:

    A. Systematically estimate costs of work breakdown

    structure elements.

    B. Provide project justification

    C. Identify the level at which individual elements are

    found

    D. Use it in project management software

    Quiz

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    Which of the following documents contain detailed

    descriptions of work packages?

    A. Work breakdown structure (WBS) dictionaryB. Activity list

    C. Preliminary project scope statement

    D. Project scope management plan

    Quiz

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    The work breakdown structure can best be thought of

    as an effective aid for ___________ communication

    A. Team

    B. PMO

    C. Customer

    D. Stakeholders

    Quiz

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    Formalizing acceptance of the completed

    project deliverables.

    Includes reviewing deliverables with the client

    and obtaining formal acceptance of deliverables.

    Scope verification is concerned with acceptance

    of deliverables while quality control is

    concerned with correctness of the deliverables

    and meeting quality requirements.

    5.5 Validate Scope

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    Validate Scope: Data Flow Diagram

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    1. Project Management Plan

    2. Requirements Documentation

    3. Requirements Traceability Matrix

    4. Validated Deliverables

    5. Work Performance Data

    Validate Scope: Inputs

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    1. Inspection: measuring, examining, and

    validating to determine whether work and

    deliverables meet requirements and productacceptance criteria. Inspections may be called

    reviews, audits, and walkthroughs.

    2. Group Decision Making Techniques

    Validate Scope: T & T

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    1. Accepted Deliverables

    2. Change Requests

    3. Work Performance Information

    4. Project Document Updates

    Validate Scope: Outputs

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    Monitoring the status of the project &

    products scope

    Managing changes to scope baseline

    Ensure all requested changes and

    recommended corrective or preventive actions

    are processed through the Perform Integrated

    Change Control process. Uncontrolled changes are often referred to as

    project scope creep.

    5.6 Control Scope

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    Control

    ScopeData

    Flow

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    1. Project Management Plan

    Scope baseline

    Scope management plan

    Change management plan

    Configuration management plan

    Requirements management plan

    2. Requirements Documentation

    Control Scope: Inputs (1)

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    1. Variance Analysis

    Analyze performance measurements to assess

    the variation from the baseline scope. Analysis

    should determine the cause and degree of

    variance.

    Control Scope: T & T

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    1. Work Performance Information

    2. Change Requests

    3. Project Management Plan Updates

    4. Project Document Updates

    5. Organizational Process Asset Updates

    Control Scope: Outputs

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    During a project team meeting, a team member suggestsan enhancement to the scope that is beyond the scope of

    the project charter. The project manager points out that

    the team needs to concentrate on completing all the work

    and only the work required. This is an example of:

    A. Change management process.

    B. scope management.

    C. quality analysis.D. scope decomposition.

    Quiz

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    Which of the following is the KEY attribute of scope

    validation?

    A. More complete project scope management plan

    B. Customer acceptance of project deliverables

    C. Improved schedule estimates

    D. An improved project management informationsystem.

    Quiz

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