Project Scope

Management
Sections of this presentation were adapted
from A Guide to the Project Management
Body of Knowledge 4th Edition, Project
Management Institute Inc., 2009

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
Answers the question What will the
project produce in the end.

Why Do We Manage Scope?

Cant 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

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)

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

Collect Requirements
Define Scope
Create WBS
Verify Scope
Control Scope

Collect

Define

Requirements

Scope

Create
WBS

Verify

Control

Scope

Scope

Collect Requirements
Inputs
Project Charter

Tools & Techniques

Outputs

Interviews

Requirements docs

Focus groups
Stakeholder
Register

Facilitated workshops

Requirements mgmt
plan

Group creativity techniques

Group decision making techniques

Requirements
traceability matrix

Questionnaires and surveys

Observations
Prototypes

Collect

Define

Requirements

Scope

Create
WBS

Verify

Control

Scope

Scope

Collect Requirements
Determine product of the project
requirements
Make sure all requirements support the
business need of the project as
described in the charter

Define Scope
Inputs
Project Charter

Tools & Techniques

Expert judgement

Outputs

Product analysis

Requirements
documentation

Alternatives identification

Project Document
Updates

Facilitated workshops

Organizational
Process Assets

Collect

Define

Requirements

Scope

Create
WBS

Project Scope
Statement

Verify

Control

Scope

Scope

Project Scope Statement

Product scope description
Product acceptance
criteria
Project deliverables
Project exclusions
Project constraints
Project assumptions

Remember the difference between product and project?

Create WBS
Project scope
statement

Inputs

Tools & Techniques

Outputs

Decomposition
Work Breakdown
Structure (WBS)

Requirements
documentation
Organizational
process assets

WBS Dictionary
Scope Baseline
Project Document
Updates

Collect

Define

Requirements

Scope

Create
WBS

Verify

Control

Scope

Scope

Work Breakdown Structure

Start with major project deliverables or phases
Decomposition is breaking down the
deliverables into more manageable parts

Not all branches need the same level of

decomposition!

Decompose into Work Packages

8-80 Hour Rule Dont break work down too

much

Work Breakdown Structure

New Warehouse

Design - 1

Construction - 2
Structural - 1.1

Commissioning - 3
Concrete Install 2.1

Steel Package 1.1.1

Steel Install 2.2

Concrete Package 1.1.2

Drywall Install 2.3

1st Floor Package 2.3.1

Architectural 1.2
Floor Layout 1.2.1
Elevations 1.2.2
Door Schedule 1.2.3

2nd Floor Package 2.3.2

Verify Scope
Project
Management Plan

Inputs

Tools & Techniques

Inspection

Outputs

Requirements
Documentation

Accepted
Deliverables
Change Requests

Requirements
Traceability Matrix

Project Document
Updates

Validated
Deliverables

Collect

Define

Requirements

Scope

Create
WBS

Verify

Control

Scope

Scope

Control Scope
Tools & Techniques
Project
Management Plan

Outputs

Inputs

Work Performance
Measures

Variance analysis

Work Performance
Information

Organizational
Process Assets

Requirements
Documentation

Change Requests

Requirements
Traceability Matrix

Project Management
Plan Updates

Organizational
Process Assets

Project Document
Updates

Collect

Define

Requirements

Scope

Create
WBS

Verify

Control

Scope

Scope

Scope Definitions
Change Control System

Documentation, tracking, and approvals required to

change project scope

Configuration Management System

Documentation, tracking, and approvals required to

change product scope

Management by Objectives (MBO)

Establish unambiguous and realistic objectives

Periodically evaluate if objectives are being met
Take corrective action

Other Topics Project Selection

Benefit Measurement
Methods (Comparative
Approach)

Murder Board Panel

that tries to shoot down
new ideas
Scoring Models
Benefit Compared to
Cost

Constrained
Optimization Methods
(Mathematical)

Linear Programming
Integer Programming
Multi-Objective
Programming