2. Copyright 2009
Understand the importance of good project
scope management
Discuss methods for collecting and
documenting requirements in order to meet
stakeholder needs and expectations
Explain the scope definition process and
describe the contents of a project scope
statement
Discuss the process for creating a work
breakdown structure using the analogy, top-
down, bottom-up, and mind-mapping
approaches
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Management, Sixth Edition 2
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Explain the importance of verifying scope
and how it relates to defining and controlling
scope
Understand the importance of controlling
scope and approaches for preventing scope-
related problems on information technology
projects
Describe how software can assist in project
scope management
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Management, Sixth Edition 3
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Scope refers to all the work involved in creating
the products of the project and the processes
used to create them
A deliverable is a product produced as part of a
project, such as hardware or software, planning
documents, or meeting minutes
Project scope management includes the
processes involved in defining and controlling
what is or is not included in a project
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Management, Sixth Edition 4
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Initiation involves committing the
organization to begin a project or continue to
the next phase of a project. An output of
initiating processes is a project charter,
which is a key document.
Scope Planning defining and documenting
the features and functions of the products
produced during the project as well as the
processes used for creating them
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Management, Sixth Edition 5
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Scope Definition subdividing the major project
deliverables into smaller, more manageable
components. The project team creates a work
break down structure (WBS) during this process.
scope Verification involves formalizing
acceptance of the project scope. Key project
stakeholders (sponsor) formally accept the
deliverables of the project.
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Management, Sixth Edition 6
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Scope change control : controlling changes to
project scope throughout the life of the project.
Scope changes , corrective action, and lessons
learned are outputs of this process.
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Management, Sixth Edition 7
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Scope planning involves developing documents to
provide the basis for future project decisions.
Project charter, descriptions of the products
involved in the project and project constraints are
inputs to the scope planning process.
Outputs of this process are the written scope
statement, including supporting detail and a scope
management plan.
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Management, Sixth Edition 9
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Project Scope Statement is a document used to
develop a common understanding of project
scope.
Include a project justification, a brief description
of the project’s products, a summary of all
project deliverables, and project success
criteria.
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Management, Sixth Edition 10
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Define the work required for the project and to
break it into manageable pieces.
It defines a Baseline for performance measurement
.
The output of the scope definition process is the
work breakdown structure for the project.
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Management, Sixth Edition 12
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A WBS is a deliverable-oriented grouping of the
work involved in a project that defines the total
scope of the project
WBS is a foundation document that provides the
basis for planning and managing project
schedules, costs, resources, and changes
Decomposition is subdividing project
deliverables into smaller pieces
A work package is a task at the lowest level of
the WBS
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Management, Sixth Edition 13
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Using guidelines: some organizations provide
guidelines for preparing WBSs
The analogy approach: review WBSs of similar
projects and tailor to your project
The top-down approach: start with the largest
items of the project and break them down
The bottom-up approach: start with the specific
tasks and roll them up
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• Many organizations provide guidelines and templates for
developing WBSs, as well as examples of WBSs from
past projects. Microsoft Website and other sites have
many WBS templates.
• PMI developed a WBS Practice Standard to provide
guidance for developing and applying the WBS to project
management.
• If guidelines for developing a WBS exist, it is very
important to follow them.
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Management, Sixth Edition 20
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• A WBS is first created by looking for a similar project
done in the past and using its WBS as a starting point.
• Some organizations keep a repository of WBSs and
other Project documentation on file to assist people who
will work on future projects.
• Many Project Management software including Ms-
Project include sample files to assist users in creating a
WBS and Gantt Chart .
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Management, Sixth Edition 21
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• Top-down Approach start with the largest items of the
project and break them into their subordinate items.
• This process involves refining the work into greater and
greater levels of detail. After finishing the process, all
resources should be assigned at the work package level.
• Top-down approach is best suited to project managers
who have vast technical insight and a big-picture
perspective.
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Management, Sixth Edition 22
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• The team first looks at the list of objectives from the
Project Charter and generates a list of low-level activities
that will be needed to complete the objectives.
• The team then groups together the tasks by deliverable.
This process continues untill all relevant tasks have
been grouped into subgroups that directly tie to a major
objective.
• Project Managers often use this approach for projects
that represent entirely new Systems or approaches to
doing a job.
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Management, Sixth Edition 23
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The existence of a similar project – would lead you to the
analogy Approach , which if done correctly, is the fastest
and most accurate method.
For entirely new systems use bottom up approach.
Experience level of the project manager and team
choose the Top-down approach
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Management, Sixth Edition 25
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Many WBS tasks are vague and must be
explained more so people know what to do and
can estimate how long it will take and what it will
cost to do the work
A WBS dictionary is a document that describes
detailed information about each WBS item.
The approved project scope statement and its
WBS and WBS dictionary form the scope
baseline, which is used to measure performance
in meeting project scope goals
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Management, Sixth Edition 26
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Scope verification involves formal acceptance of
the completed project scope by the stakeholders.
To receive formal acceptance of the project scope,
the project team must develop clear documentation
of the project’s products and procedures for
evaluating if they were completed correctly and
satisfactorily.
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Management, Sixth Edition 27
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Scope control involves controlling changes to the
project scope.
Goals of scope control are to:
◦ Identify the factors that cause scope changes
◦ Assure changes are processed according to procedures
developed as part of integrated change control
◦ Manage changes when they occur
Variance is the difference between planned and
actual performance
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Management, Sixth Edition 28
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Project scope management includes the
processes required to ensure that the project
addresses all the work required, and only the work
required, to complete the project successfully
Main processes include:
◦ Collect requirements
◦ Define scope
◦ Create WBS
◦ Verify scope
◦ Control scope
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Management, Sixth Edition 29
Editor's Notes
Justification ..is the business need description.(e.g need is upgradation of hw and sw)
Brief desc… characteristics of the products or services tht the project wil produce. ( hw and sw reqs for upgradation)
Deliverables … include documentation ..plan, wbs, cost estimate, performance reports,
Success criteria…cost , schedule and quality measures must be met.( and project need and objectives , how can be achieved within cost time and quality criteria)
Some PM experts believe tht work should not be done on a project if its not included in the WBS
Factors: (lack of user input, incomplete requirements, changing reqs, technology incompetency, lack of resources, unclear objectives, new technology) …. Can cause the problems and project failure.
…