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Lesson 7

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Quick Recap

The Project Plan


Plan Your Work, then Work Your Plan
Project Plan
Project Authorization
(Project Charter)

Project Scope

Solutions Architecture

Integrated Management Control Plan


Scope Management Plan
Time (Schedule) Management Plan
Cost (Budget) Management Plan
Quality Management Plan
Project Human Resource (Team) Management Plan
Communication Management Plan
Risk Management Plan
Procurement (and Contract) Management Plan

Project Performance Baseline


Time (Schedule) Estimates
Cost (Budget) Estimates

Supporting Documentation
Lesson 3: Planning Project Work

Topic 3B: Document Stakeholder Requirements


Topic 3C: Create a Scope Statement
Key stakeholders Requirements

• Project Manager – the individual responsible for handling the project


• Customer – the individual or organisation who will use the project’s product
• Performing Organisation – the enterprise whose employee’s are most
directly involved in doing the work of the project
• Project Team Members - the group that is performing the work of the
project
• Project Sponsor- the individual or group that provides the resources for the
project
• Regulatory or government agencies
• Sellers and contractors
• Individual citizens or groups of citizens
Key stakeholders Requirements

• Each requirement will act as a Monitoring device for any change


• Requirements should be clearly defined
• If any change in requirement, Change control system should be
followed
• Requirements will be a baseline for scope development
• Interviews, Questioners, project charter, meetings etc. will be used for
requirements gathering
Scope

The deliverables or work products that must be completed in order to achieve the
project’s MOV.

Provides a boundary so that what needs to get done – gets done.

Otherwise, schedule and budget are increased

Defines what is part of the project team’s work and what is not.

Provides a link between the project’s MOV and the project plan.
Project Planning Framework

MOV

Scope

Phases Sequence
Schedule

Tasks Resources

Time Budget
Estimates
PMBOK Scope Management Processes
Scope Management Description
Process
Scope Planning
The development of a scope management plan that defines the project’s scope and how
it will be verified and controlled throughout the project.

Scope Definition A detailed scope statement that defines what work will and will not be part of the project
and will serve as a basis for all future project decisions

Create Work Breakdown The decomposition or dividing of the major project deliverables into smaller
Structure (WBS) and more manageable components.

Scope Verification Confirmation and formal acceptance that the project’s scope is accurate,
complete, and supports the project’s MOV.

Scope Change Control Ensuring that controls are in place to manage proposed scope changes once the
project’s scope is set. These procedures must be communicated to all project
stakeholders.
Scope Management Plan

Scope
Scope Scope Scope
Definition Create WBS
Planning Verification Control

Project Formalized Defined


Builds upon
Documents planning acceptance process for
preliminary
how team tool from managing
scope stmt
will define subdivides appropriate changes &
to define all
& develop the scope stakeholders impact to
project and
project into tat defined budget &
product
scope. deliverable scope schedule
deliverables
hierarchy complete

Scope Change
Detailed Verification
management WBS control
scope checklist
plan process
Problems with Scope
• Ambiguous
Ambiguity in scope leads to confusion and unnecessary work.
• Incomplete
Incomplete scope leads to schedule slips and hence finally cost overrun.
• Transient
Transient scope leads to what is known as scope creep which is the primary cause
of late deliveries and potentially "never ending" projects.
• Un-collaborative
A scope that is not collaborated leads to misinterpretations in requirements and
design.
Capture Project Scope Success

• Define the project need

• Identify key stakeholders

• Identify project drivers

• Develop operational concepts

• Identify external interfaces


Project Scope Initiation & Planning
• A beginning process that formally authorizes the project manager and team to
develop the scope management plan

• This entails
• Conceptualizing the Scope Boundary
• Developing the Scope Statement
The Scope Boundary

“Failure to define what is part of the project, as well as what is not, may
result in work being performed that was unnecessary to create the product
of the project and thus lead to both schedule and budget overruns.”

- Olde Curmudgeon, 1994


The Scope Statement

• Provides a way to define the scope boundary.

• A narrative of what deliverables or work-products the project team will and will
not provide throughout the project.

• A first step that provides a high-level abstraction of the project’s scope that will
be defined in greater detail as the project progresses.
Scope Statement Example – Work within the scope boundary

1. Develop a proactive electronic commerce strategy that identifies the processes,


products and services to be delivered through the World Wide Web.

2. Develop an application system that supports all of the processes, products and
services identified in the electronic commerce strategy.

3. The application system must integrate with the bank’s existing enterprise
resource planning system.
Scope Statement Example – Work outside the scope boundary

1. Technology and organizational assessment of the current environment

2. Customer resource management and data mining components


Project Scope Definition
• Project-Oriented Scope
• Deliverables that support the project management and IT development
processes defined in the Information Technology Project Methodology (ITPM).
• Examples : Business case, project charter and project plan, etc.
• Product-Oriented Scope
• High-level features and functionality of the application system
• First cut for requirements definition that will be defined in greater detail during the
systems development life cycle (SDLC)
• Examples : Add new customer, look up customer balance, print daily sales
report by region, etc.
Project-Oriented Scope Definition Tools

• Deliverable Definition Table (DDT)


• Deliverable Structure Chart (DSC)
Deliverable Definition Table
Deliverable Structure Standards Approval Resources
Needed By Required
Business Case Document As defined in project Project Sponsor Business Case
methodology team & OA tools

Project charter & Document As defined in project Project Sponsor Project manager,
project plan methodology sponsor, & OA
tools

Technology & Document As defined in project Project manager Bank’s syst.


Org. assessment methodology & Sponsor analyst, OA & case
tools

Requirements Document As defined in project Project manager Syst. analyst


definition methodology programmer
Case & OA
Deliverable Structure Chart
Product-Oriented Scope Definition Tools

• Context Dataflow Diagram (DFD)


• Use Case Diagram (USD)
Scope Verification
• Ensures:
• That the project’s scope is well-defined, accurate and complete
• The project’s scope is acceptable to the project stakeholders
• That standards exist so that the project’s scope will be completed correctly
• That the project’s MOV will be achieved if the project scope is completed
• Tools
• Scope Verification Checklist
Scope Verification Check List

 MOV – Has the project’s MOV been clearly defined and agreed upon?
 Deliverables – Are the deliverables tangible and verifiable? Do they support the project’s MOV?
 Quality Standards - Are controls in place to ensure that the work was not only completed but also
completed to meet specific standards?
 Milestones – Are significant events that mark the acceptance of a deliverable and give the project
manager and team the approval to begin working on the next deliverable
 Review and Acceptance
Scope Change Control
• Ensures that any changes to the project’s scope will help
the project achieve its MOV.

• Keeps the “triple constraint” in balance.


Scope Change Control

• Mitigates:

• Scope Grope – i.e., scope poorly defined


• Scope Creep – i.e., increasing featurism
• Scope Leap – i.e., drastic change in project direction or the project’s MOV

• Tools:
• Scope Change Request Form
• Scope Change Request Log
Example of a Scope Change Request Form
Example of a Scope Change Request Log
Benefits of Scope Control

• Keeps the project manager in control of the project.

• Gives the project manager the authority to manage and control the project’s
schedule and budget. Otherwise she or he may ‘feel” pressured by the client or
upper management to accept scope changes

• Allows the project team to stay focused and on track

• Do not have to perform unnecessary work


Summary of Scope Management Processes

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