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Project Scope Management Guide
- 2. Project Scope
Project scope is everything about a project –
work content as well as expected outcomes.
Scope management is the function of controlling
a project in terms of its goals and objectives
and consists of:
1)
Conceptual development
2) Scope statement
3) Work authorization
5-2
4) Scope reporting
5) Control systems
6) Project closeout
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 3. Conceptual Development
The process that addresses project objectives
by finding the best ways to meet them.
Key steps in information development:
• Problem/need statement
• Information gathering
• Constraints
• Alternative analysis
• Project objectives
5-3
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 4. Problem Statements
Successful conceptual development requires:
• Reduction of overall project complexity
• Goals and objects are clearly stated
–Reference points are provided
• Complete understanding of the problem
5-4
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 5. Statement of Work (SOW)
A SOW is a detailed narrative description of
the work required for a project.
1.
2.
3.
4.
5-5
Effective SOWs contain
Introduction and background
Technical description
Timeline and milestones
Client expectations
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 6. The Scope Statement Process
1. Establish the project goal criteria
a)
b)
c)
d)
e)
cost
schedule
performance
deliverables
review and approval gates
2. Develop the management plan for the project
3. Establish a work breakdown structure
4. Create a scope baseline
5-6
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 7. Work Breakdown Structure
a process that sets a project’s scope by breaking down its
overall mission into a cohesive set of synchronous,
increasingly specific tasks.
What does WBS accomplish?
Echoes project objectives
Offers a logical structure
Establishes a method of control
Communicates project status
Improves communication
Demonstrates control structure
5-7
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 8. Work Breakdown Structure and Codes
The project is the overall
project under development
1.0
1.2
1.3
1.4
1.2.1
1.3.1
1.2.2
1.3.2
1.2.3
1.2.3.1
1.2.3.2
5-8
Deliverables are major
project components
Subdeliverables are supporting
deliverables
Work Packages are individual
project activities
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 11. Organizational Breakdown Structure
Organizational Breakdown Structure (OBS)
allows
• Work definition
• Owner assignment of work packages
• Budget assignment to departments
OBS links cost, activity & responsibility
5-13
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 12. Responsibility Assignment Matrix
LEAD PROJECT PERSONNEL
Task
Ann
Dave Sue
Jim
Bob
Deliverable
& Code
HR
R&D R&D
IS
IS
Match IT to Problem
Org. Tasks
Analysis 1.1.1
1.1
Develop
1.1.2
info
Interview
Identify IS
user needs
1.2.1
1.2 users
Develop
1.2.2
show
Gain user
“buy in” 1.2.3
Prepare
Find cost/ 1.3.1
proposal 1.3 benefit info
Notification
Responsible
5-14
Support
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
Approval
- 13. Work Authorization
The formal “go ahead” to begin work
Follows the scope management steps of:
1. scope definition
2. planning documents
3. management plans
4. contractual documents
5-15
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 14. Contractual Documentation
Most contracts contain:
Requirements
Valid consideration
Contracted terms
Contracts range from:
Lump Sum
Cost Plus
also called
“Turnkey”
5-16
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 15. Scope Reporting
determines what types of information reported,
who receives copies, when, and how
information is acquired and disseminated.
Typical project reports contain
1. Cost status
2. Schedule status
3. Technical performance
5-17
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 16. Types of Control Systems
o Configuration
o Design
o Trend monitoring
o Document
o Acquisition
o Specification
5-18
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 17. Project Closeout
The job is not over until the paperwork is done…
Closeout documentation is used to:
Resolve disputes
Train project managers
Facilitate auditing
Closeout documentation includes:
Historical records
Post project analysis
Financial closeout
5-19
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 18. What about IT Projects????
5-20
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 22. Sample WBS in MS Project
5-24
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
- 25. Responsibility Assignment Matrix
LEAD PROJECT PERSONNEL
Task
Ann
Dave Sue
Jim
Bob
Deliverable
& Code
HR
R&D R&D
IS
IS
Match IT to Problem
Org. Tasks
Analysis 1.1.1
1.1
Develop
1.1.2
info
Interview
Identify IS
user needs
1.2.1
1.2 users
Develop
1.2.2
show
Gain user
“buy in” 1.2.3
Prepare
Find cost/ 1.3.1
proposal 1.3 benefit info
Notification
Responsible
5-27
Support
Copyright © 2010 Pearson Education,
Inc. Publishing as Prentice Hall
Approval