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Project Life
Cycle &
Scope
Management
Table of Contents
1. What is a Project
2. What is Project Life Cycle
3. Stages of Project Lifecycle
a. Initiation b. Planning c. Execution
d. Monitoring and Controlling e. Closing
4. What is Scope Management
5. Scope Management Processes
a. Collect Requirements b. Define Scope
c. Create WBS d. Verify Scope e. Filter Scope
cloud.analogy info@cloudanalogy.com +1(415)830-3899
1. What is a Project ?
A project is defined as an effort to create or modify a specific product or service. Projects
are temporary work efforts with a clear beginning and end. Projects can be completely
contained within a specific unit or department, or include other organizations and vendors.
❖ The project involves unfamiliar technologies, new products, or unique solutions.
❖ The project will involve more than one department, or multiple units within the
organization.
❖ The project has dependencies to other projects or vendors.
❖ The project has a high impact to other users, or impacts a large number of users.
❖ The project is considered to be a high profile project for the department.
❖ The project must be delivered within a short or specific timeline.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
2. What is a Project Life Cycle?
Every project has certain phases of development. A clear understanding of these
phases allows managers and executives to maintain control of the project more
efficiently.
By definition, a project has a beginning and an end and passes through several phases of
development known as life cycle phases. These phases are varied depending upon the
industry involved but all follow the same basic steps.
It is important to realize that the project life cycle for each project may differ, in both
the number of phases it may have and the detail within each of these phases.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
3. Stages of Project Lifecycle
Initiation Planning Execution
Monitoring and
Controlling Closing
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Initiation
❏ To gather information about the client
❏ To gather information about the project
❏ Create a proper Channel for further conversations
Checklist
Feasibility Study Project Charter Identify Key Stakeholders
Technical Capability Reasons for the Project Customers/Users
Budget
Objectives & Constraints of
the Project
Project Manager
Legality Risks Identified Project Team Members
Risk - -
Operational Feasibility - -
Time/Hours Range - -
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Planning
❏ Plan on Time estimates
❏ Planning meeting cycles with Clients
❏ Research, discovery, and planning
Checklist
Project Management
Plan
Resource Allocation/
Management
Project
Objectives
Project
Management Tool
Schedule
Meetings
Goals & Deliverables of
the Project
Project Needs Goals
(Jira, Trello, Azure,
Asana or any
specified by client)
Create Project
Schedule
Skill Sets
Risk Assessment Availability - -
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Execution
❏ Implementation of Project Plan
❏ Ensuring Tasks are happening
❏ Keeping Track of Timeline of the Project
❏ Document Management
Checklist
Design Build Change Management
Fundamental Requirements Sprint Planning Change Request
Solution Designs Configure & Develop -
Technical Design Unit Testing -
Test Plan Solution Checkpoints -
Data Migration Plan - -
Set Up Environment - -
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Monitoring and Controlling
❏ Happens at the same time as the execution phase
❏ Ensure proper and Timely updates to Client
❏ Make sure that everything is headed in right direction
❏ Overseeing the project’s performance
❏ Monitor resources, and Risk management
Checklist
Resource
Management
Monitor Project
Performance
Daily Scrum
Meetings
Test Plans Change
Management
Resource
Allocation
PM Tools
Scrum/Sprint
Management Sheet
Project Test
plan
Change Request
Timesheet MOMs
Configuratio
n Project.
Task/Requirement
Sheet
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Closing
❏ Closing is not only delivering
❏ Record all deliverables, organize documents and hand over the project to the client
❏ Training the clients
❏ After delivery customer support
Checklist
Deploy & Support Transition Support
Deploy Solution Transition to user & their team Change Request
User Training Docs Project Retrospective
Customer Feedback
cloud.analogy info@cloudanalogy.com +1(415)830-3899
4. What is Scope Management?
Scope Management is used to identify all the
work required and only the work required to
successfully complete the project.
It also includes information on preventing or
dealing with scope creep, handling change
requests, the escalation path for any
disagreement on the scope elements between
stakeholders, the process for the creation of the
scope statement, WBS, and how the deliverables
will be accepted.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Scope Management Processes
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Initiation Planning Executing Controlling
Define
Scope
Create
WBS
Collect
Requirements
Verify
Scope
Verify
Scope
Collect Requirements
cloud.analogy info@cloudanalogy.com +1(415)830-3899
❏ Collect Requirements is the process of
defining and documenting stakeholders’
needs to meet the project objectives.
❏ Collecting requirements is defining and
managing customer expectations.
❏ Requirements become the foundation of
the WBS. Cost, schedule, and quality
planning are all built upon these
requirements.
Define Scope
cloud.analogy info@cloudanalogy.com +1(415)830-3899
❏ Define Scope is the process of
developing a detailed description of the
project and product.
❏ The preparation of a detailed project
scope statement is critical to project
success and builds upon the major
deliverables, assumptions, and
constraints that are documented during
project initiation.
Create WBS (Work Breakdown Structure)
cloud.analogy info@cloudanalogy.com +1(415)830-3899
❏ Create WBS is the process of
subdividing project deliverables and
project work into smaller, more
manageable components.
❏ The WBS is a deliverable-oriented
hierarchical decomposition of the work
to be executed by the project team to
accomplish the project objectives and
create the required deliverables.
Verify Scope
cloud.analogy info@cloudanalogy.com +1(415)830-3899
❏ Verify Scope is the process of formalizing acceptance of the completed project
deliverables.
❏ This includes reviewing deliverables with the customer or sponsor to ensure that
they are completed satisfactorily.
❏ Scope verification is primarily concerned with acceptance of the deliverables while
Quality control is primarily concerned with correctness of the deliverables and
meeting the quality requirements specified for the deliverables.
Control Scope
cloud.analogy info@cloudanalogy.com +1(415)830-3899
❏ Control Scope is the process of monitoring the status of the project and product
scope and managing changes to the scope baseline.
❏ Uncontrolled changes are often referred to as project scope creep.
Process of Control Scope
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Inputs Tools And Techniques Output
1. Project Management Plan
2. Work performance information
3. Requirements Documentation
4. Requirements Traceability Matrix
5. Organizational process assets
1. Variance analysis 1. Accepted
Deliverables
2. Change Requests
3. Project Document
Updates
Scope Management for Project Managers
cloud.analogy info@cloudanalogy.com +1(415)830-3899
❏ Communication is the primary tool to adequately define the importance of scope
management.
❏ The important features of scope management are that it helps in avoiding the
challenges that a project might face when provided with increasing scope and
never-ending requirement list.
❏ It is not always possible to estimate the time and cost required for the project
without adequately defining the project scope.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Thank You

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Project life cycle and scope management

  • 2. Table of Contents 1. What is a Project 2. What is Project Life Cycle 3. Stages of Project Lifecycle a. Initiation b. Planning c. Execution d. Monitoring and Controlling e. Closing 4. What is Scope Management 5. Scope Management Processes a. Collect Requirements b. Define Scope c. Create WBS d. Verify Scope e. Filter Scope cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 3. 1. What is a Project ? A project is defined as an effort to create or modify a specific product or service. Projects are temporary work efforts with a clear beginning and end. Projects can be completely contained within a specific unit or department, or include other organizations and vendors. ❖ The project involves unfamiliar technologies, new products, or unique solutions. ❖ The project will involve more than one department, or multiple units within the organization. ❖ The project has dependencies to other projects or vendors. ❖ The project has a high impact to other users, or impacts a large number of users. ❖ The project is considered to be a high profile project for the department. ❖ The project must be delivered within a short or specific timeline. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 4. 2. What is a Project Life Cycle? Every project has certain phases of development. A clear understanding of these phases allows managers and executives to maintain control of the project more efficiently. By definition, a project has a beginning and an end and passes through several phases of development known as life cycle phases. These phases are varied depending upon the industry involved but all follow the same basic steps. It is important to realize that the project life cycle for each project may differ, in both the number of phases it may have and the detail within each of these phases. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 5. 3. Stages of Project Lifecycle Initiation Planning Execution Monitoring and Controlling Closing cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 6. Initiation ❏ To gather information about the client ❏ To gather information about the project ❏ Create a proper Channel for further conversations Checklist Feasibility Study Project Charter Identify Key Stakeholders Technical Capability Reasons for the Project Customers/Users Budget Objectives & Constraints of the Project Project Manager Legality Risks Identified Project Team Members Risk - - Operational Feasibility - - Time/Hours Range - - cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 7. Planning ❏ Plan on Time estimates ❏ Planning meeting cycles with Clients ❏ Research, discovery, and planning Checklist Project Management Plan Resource Allocation/ Management Project Objectives Project Management Tool Schedule Meetings Goals & Deliverables of the Project Project Needs Goals (Jira, Trello, Azure, Asana or any specified by client) Create Project Schedule Skill Sets Risk Assessment Availability - - cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 8. Execution ❏ Implementation of Project Plan ❏ Ensuring Tasks are happening ❏ Keeping Track of Timeline of the Project ❏ Document Management Checklist Design Build Change Management Fundamental Requirements Sprint Planning Change Request Solution Designs Configure & Develop - Technical Design Unit Testing - Test Plan Solution Checkpoints - Data Migration Plan - - Set Up Environment - - cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 9. Monitoring and Controlling ❏ Happens at the same time as the execution phase ❏ Ensure proper and Timely updates to Client ❏ Make sure that everything is headed in right direction ❏ Overseeing the project’s performance ❏ Monitor resources, and Risk management Checklist Resource Management Monitor Project Performance Daily Scrum Meetings Test Plans Change Management Resource Allocation PM Tools Scrum/Sprint Management Sheet Project Test plan Change Request Timesheet MOMs Configuratio n Project. Task/Requirement Sheet cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 10. Closing ❏ Closing is not only delivering ❏ Record all deliverables, organize documents and hand over the project to the client ❏ Training the clients ❏ After delivery customer support Checklist Deploy & Support Transition Support Deploy Solution Transition to user & their team Change Request User Training Docs Project Retrospective Customer Feedback cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 11. 4. What is Scope Management? Scope Management is used to identify all the work required and only the work required to successfully complete the project. It also includes information on preventing or dealing with scope creep, handling change requests, the escalation path for any disagreement on the scope elements between stakeholders, the process for the creation of the scope statement, WBS, and how the deliverables will be accepted. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 12. Scope Management Processes cloud.analogy info@cloudanalogy.com +1(415)830-3899 Initiation Planning Executing Controlling Define Scope Create WBS Collect Requirements Verify Scope Verify Scope
  • 13. Collect Requirements cloud.analogy info@cloudanalogy.com +1(415)830-3899 ❏ Collect Requirements is the process of defining and documenting stakeholders’ needs to meet the project objectives. ❏ Collecting requirements is defining and managing customer expectations. ❏ Requirements become the foundation of the WBS. Cost, schedule, and quality planning are all built upon these requirements.
  • 14. Define Scope cloud.analogy info@cloudanalogy.com +1(415)830-3899 ❏ Define Scope is the process of developing a detailed description of the project and product. ❏ The preparation of a detailed project scope statement is critical to project success and builds upon the major deliverables, assumptions, and constraints that are documented during project initiation.
  • 15. Create WBS (Work Breakdown Structure) cloud.analogy info@cloudanalogy.com +1(415)830-3899 ❏ Create WBS is the process of subdividing project deliverables and project work into smaller, more manageable components. ❏ The WBS is a deliverable-oriented hierarchical decomposition of the work to be executed by the project team to accomplish the project objectives and create the required deliverables.
  • 16. Verify Scope cloud.analogy info@cloudanalogy.com +1(415)830-3899 ❏ Verify Scope is the process of formalizing acceptance of the completed project deliverables. ❏ This includes reviewing deliverables with the customer or sponsor to ensure that they are completed satisfactorily. ❏ Scope verification is primarily concerned with acceptance of the deliverables while Quality control is primarily concerned with correctness of the deliverables and meeting the quality requirements specified for the deliverables.
  • 17. Control Scope cloud.analogy info@cloudanalogy.com +1(415)830-3899 ❏ Control Scope is the process of monitoring the status of the project and product scope and managing changes to the scope baseline. ❏ Uncontrolled changes are often referred to as project scope creep.
  • 18. Process of Control Scope cloud.analogy info@cloudanalogy.com +1(415)830-3899 Inputs Tools And Techniques Output 1. Project Management Plan 2. Work performance information 3. Requirements Documentation 4. Requirements Traceability Matrix 5. Organizational process assets 1. Variance analysis 1. Accepted Deliverables 2. Change Requests 3. Project Document Updates
  • 19. Scope Management for Project Managers cloud.analogy info@cloudanalogy.com +1(415)830-3899 ❏ Communication is the primary tool to adequately define the importance of scope management. ❏ The important features of scope management are that it helps in avoiding the challenges that a project might face when provided with increasing scope and never-ending requirement list. ❏ It is not always possible to estimate the time and cost required for the project without adequately defining the project scope.