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1/8/2011

Project Management
Knowledge Areas
Section – 3
Chapter – 5
p

Project Scope Management
Session Objectives…
1. To identify Project Scope Management
knowledge area processes
2. How to collect Requirements
3. How to create Project Scope Statement
4. How to create WBS and WBS Dictionary
5.
5 How to verify Scope the Deliverables
produced
6. How to control Scope throughout the
Project

1
1/8/2011

Project Scope Management
Exam Objectives…
1. 1.
1 1 Collecting Requirements
2. 2. Creating Scope Definition
3. 3. Creating Work Breakdown
Structure
4. 4.
4 4 Verifying the Project Scope
5. 5. Managing the Scope

Project Scope Management
The Processes in Project
Management are:
1. 1. Collect Requirements
2. 2. Define Scope
3. 3. Create WBS
4. 4.
4 4 Verify Scope
5. 5. Control Scope

Scope

2
1/8/2011

Project Scope
may be categorized as…
Product Scope:-

Project Scope:-

Collect Requirements
The process of defining and documenting customer
needs
The customer requirements have to be elicited,
analyzed and recorded
The Requirements are categorized as
Project Requirements

Product Requirements

3
1/8/2011

Collect Requirements

• 1. Project Charter
• 2. Stakeholder Register

Tools &
Techniques
• 1. Interviews
• 2. Focus Groups
• 3. Facilitated Workshops
• 4. Group Creativity Techniques
• 5. Group Decision Making Techniques
• 6 Questionnaires and Surveys
6.
• 7. Observations
• 8. Prototypes

Input

• 1. Requirements Documentation
• 2. Requirements Management Plan
• 3. Requirements Traceability Matrix

Output

Collect Requirements
Inputs
1.
1 Project Charter
2. Stakeholder Register

4
1/8/2011

Collect Requirements
Tools and Techniques
1.
1 Interviews
2. Focus Groups
3. Facilitated Workshops
4. Group Creativity Techniques
5. Group Decision Making Techniques
6. Questionnaires and Surveys
7. Observations
8. Prototypes

Collect Requirements
Outputs
1.
1 Requirements Documentation
2. Requirements Management Plan
3. Requirements Traceability Matrix

5
1/8/2011

Tools & Techniques
Group Creativity Techniques
1. Brainstorming
2. Nominal Group Techniques
3. Delphi Technique
Group Decision Making Techniques
1. Unanimity
2.
2 Majority
3. Plurality
4. Dictatorship

Requirements Documentation
Contains..
1. Business needs
2. Business and Project objectives for
traceability
3. Functional Requirements
4. Non-Functional Requirements
5. Quality Requirements
6. Acceptance Criteria
7. Support and Training Requirements
8. Requirements Assumptions and Constraints
9. Business Rules

6
1/8/2011

Requirements Management Plan
Contains..
1.
1 How requirements activities will be
planned, tracked and reported
2. How configuration activities will be
planned, tracked and reported
3. Description of requirements
prioritization
4. How product metrics are defined
5. How traceability structure is defined

Define Scope
Defining the project scope is critical to
the success of the project since it
describes exactly what the product or
service of the project is being made.
Scope Definition is a process to prepare a
detailed Project Scope Statement.

7
1/8/2011

Define Scope

• 1. Project Charter
• 2. Requirements
Documentation
• 3. Organizational
Process Assets

Tools &
Techniques
• 1. Expert Judgment

Input

• 1. Project Scope
Statement
• 2. Project Document
Updates

Output

Define Scope
Inputs
1.
1 Project Charter
2. Requirements Documentation
3. Organizational Process Assets
Tools & Techniques
1. Expert Judgment
2. Product Analysis
3. Alternative Identification
4. Facilitated Workshops

8
1/8/2011

Define Scope
Outputs
1.
1 Project Scope Statement
2. Project Document Updates
Stakeholder Register
Requirements Documentation
Requirements Traceability Matrix

Define Scope
Project Scope Statement defines what
p
work will be performed and what work is
excluded.
Project Scope Statement includes…
Project Scope Description
Product Acceptance Criteria
Project Deliverables
P j t D li
bl
Project exclusions
Project Constraints & Assumptions

9
1/8/2011

Create WBS
WBS decomposes the project work into
smaller, more manageable pieces of work.
WBS is a deliverable-oriented hierarchical
decomposition of Project Work
Decomposition of project deliverables
1. The major deliverables of the project are
identified, including project management
activities
2. Determine if adequate cost and time
estimates can be applied to the lowest
project work.

Create WBS
Decomposition of project deliverables
3.
3 Identify the deliverable’s constituent
deliverable s
components. Each component of the
work can be measured, and may take
varying amounts of time to complete.
4. Verify the decomposition. The lowerlevel items must be evaluated to
ensure they are completed and
accurate

10
1/8/2011

Project Management Plan
•WBS is very important as it is input to 5
core processes

WBS

Cost
Estimating

Cost
Budgeting

Resource
Planning

Risk
Management
Planning

Activity
Definition

Create WBS

• 1. Project Scope
Statement
• 2. Requirements
Documentation
• 3. Organizational
Process Assets

Input

Tools &
Techniques
• 1. Decomposition

•
•
•
•

1. WBS
2. WBS Dictionary
3. Scope Baseline
4. Project Document
Updates

Output

11
1/8/2011

Create WBS
Inputs
1.
1 Project Scope Statement
2. Requirements Documentation
3. Organizational Process Assets
Tools & Techniques
1.
1 Decomposition

Create WBS
Outputs
1.
1 Work Breakdown Structure
2. WBS Dictionary
3. Scope Baseline
Project Scope Statement
WBS
WBS Dictionary
1. Project Document Updates

12
1/8/2011

Create WBS
Project

Level- 1
Level- 2

PM 1.1

Level- 3

1.1.1

Level
Level- 4

1.1.2.1
1121

Level- 5

1.1.2.2.1

HW 1.2

1.1.2
1.1.2.2
1122

SW 1.3

SYS Eng 1.4

Testing 1.5

Database 1.6

1.2.1
1.2.2

1.1.2.2.2

Create WBS
Levels of WBS
Project
o 1.1 Phase 1
1.1.1 Deliverable
1.1.1.1 Deliverable
1.1.1.1.1
1 1 1 1 1 Deliverable
WBS Identifier

13
1/8/2011

WBS Dictionary
Contains..
Code of accounts identifier.
Description of work.
Person / organization responsible to
completing the component.
List of schedule milestones.
Associated schedule activities.
Resources required & Cost estimates.
R
i d C
i
Quality requirements & Acceptance
criteria.
Technical references.

Verify Scope
Verify Scope is the process of the project
customer accepting the project deliverables.
happens at the end of each project phase or
a major deliverables are created
is ensuring that the deliverables the project
creates are in alignment with the project
scope
Verification of Scope differs from quality
p
q
y
control
Quality control is preformed before scope
verification

14
1/8/2011

Verify Scope

• 1. Project Scope
Statement
• 2. WBS Dictionary
• 3. Project Scope
Management Plan
• 4. Deliverables

Tools &
Techniques
• 1. Inspection

• 1. Accepted
Deliverables
• 2. Change Requests
• 3. Project Document
Updates

Output

Input

Verify Scope
Inputs
1. Project Management Plan
j
g
Project Scope Statement
WBS
WBS Dictionary
1. Requirements Documentation
2. Requirements Traceability Matrix
3. Validated Deliverables
Tools & Techniques
1. Inspection

15
1/8/2011

Verify Scope
Outputs
1.
1 Accepted Deliverables
2. Change Requests
3. Project Document Updates

Control Scope
Project Scope Control concerned with
g
p j
influencing the factors that create project
scope changes and controlling the impact
of those changes.
Scope control assures all requested
changes and recommended corrective
p
g
g
actions are processed through Integrated
Change Control Process
Uncontrolled changes are referred to as
Scope Creep

16
1/8/2011

Control Scope

•1. Project Management Plan
•2. Work Performance
Information
•3. Requirements Documentation
•4. Requirements Traceability
Matrix
•5. Organizational Process Assets

Tools &
Techniques
•1. Variance Analysis

Input

•1. Work Performance
Measurements
•2. Organizational Process Assets
•3. Change Requests
•4. Project
•Management Plan Updates
•5. Project Document Updates

Output

Scope Control
Inputs
1. Project Management Plan
Scope Baseline
Scope Management Plan
Change Management Plan
Configuration Management Plan
Requirements Management Plan
1. Work Performance Information
2. Requirements Documentation
3. Requirements Traceability Matrix
4. Organizational Process Assets

17
1/8/2011

Scope Control
Tools & Techniques
1. Variance Analysis
y
Outputs
1. Work Performance Measurements
2. Organizational Process Assets Updates
3. Change Requests
4. Project Management Plan Updates
5. Project Document Updates
Requirements Documentation
Requirements Traceability Matrix

Project Scope Management
To Sum up…
1. We identified Project Scope Management
knowledge area processes
k
l d
2. We know how to collect requirements
3. We know how to create Project Scope
Statement
4. We know how to create WBS and WBS
Dictionary
5. We k
5 W
know h
how t
to verify S
if
Scope th
the
Deliverables produced
6. We know how to control Scope throughout
the Project

18
1/8/2011

Questions ?

19

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Project managment 4

  • 1. 1/8/2011 Project Management Knowledge Areas Section – 3 Chapter – 5 p Project Scope Management Session Objectives… 1. To identify Project Scope Management knowledge area processes 2. How to collect Requirements 3. How to create Project Scope Statement 4. How to create WBS and WBS Dictionary 5. 5 How to verify Scope the Deliverables produced 6. How to control Scope throughout the Project 1
  • 2. 1/8/2011 Project Scope Management Exam Objectives… 1. 1. 1 1 Collecting Requirements 2. 2. Creating Scope Definition 3. 3. Creating Work Breakdown Structure 4. 4. 4 4 Verifying the Project Scope 5. 5. Managing the Scope Project Scope Management The Processes in Project Management are: 1. 1. Collect Requirements 2. 2. Define Scope 3. 3. Create WBS 4. 4. 4 4 Verify Scope 5. 5. Control Scope Scope 2
  • 3. 1/8/2011 Project Scope may be categorized as… Product Scope:- Project Scope:- Collect Requirements The process of defining and documenting customer needs The customer requirements have to be elicited, analyzed and recorded The Requirements are categorized as Project Requirements Product Requirements 3
  • 4. 1/8/2011 Collect Requirements • 1. Project Charter • 2. Stakeholder Register Tools & Techniques • 1. Interviews • 2. Focus Groups • 3. Facilitated Workshops • 4. Group Creativity Techniques • 5. Group Decision Making Techniques • 6 Questionnaires and Surveys 6. • 7. Observations • 8. Prototypes Input • 1. Requirements Documentation • 2. Requirements Management Plan • 3. Requirements Traceability Matrix Output Collect Requirements Inputs 1. 1 Project Charter 2. Stakeholder Register 4
  • 5. 1/8/2011 Collect Requirements Tools and Techniques 1. 1 Interviews 2. Focus Groups 3. Facilitated Workshops 4. Group Creativity Techniques 5. Group Decision Making Techniques 6. Questionnaires and Surveys 7. Observations 8. Prototypes Collect Requirements Outputs 1. 1 Requirements Documentation 2. Requirements Management Plan 3. Requirements Traceability Matrix 5
  • 6. 1/8/2011 Tools & Techniques Group Creativity Techniques 1. Brainstorming 2. Nominal Group Techniques 3. Delphi Technique Group Decision Making Techniques 1. Unanimity 2. 2 Majority 3. Plurality 4. Dictatorship Requirements Documentation Contains.. 1. Business needs 2. Business and Project objectives for traceability 3. Functional Requirements 4. Non-Functional Requirements 5. Quality Requirements 6. Acceptance Criteria 7. Support and Training Requirements 8. Requirements Assumptions and Constraints 9. Business Rules 6
  • 7. 1/8/2011 Requirements Management Plan Contains.. 1. 1 How requirements activities will be planned, tracked and reported 2. How configuration activities will be planned, tracked and reported 3. Description of requirements prioritization 4. How product metrics are defined 5. How traceability structure is defined Define Scope Defining the project scope is critical to the success of the project since it describes exactly what the product or service of the project is being made. Scope Definition is a process to prepare a detailed Project Scope Statement. 7
  • 8. 1/8/2011 Define Scope • 1. Project Charter • 2. Requirements Documentation • 3. Organizational Process Assets Tools & Techniques • 1. Expert Judgment Input • 1. Project Scope Statement • 2. Project Document Updates Output Define Scope Inputs 1. 1 Project Charter 2. Requirements Documentation 3. Organizational Process Assets Tools & Techniques 1. Expert Judgment 2. Product Analysis 3. Alternative Identification 4. Facilitated Workshops 8
  • 9. 1/8/2011 Define Scope Outputs 1. 1 Project Scope Statement 2. Project Document Updates Stakeholder Register Requirements Documentation Requirements Traceability Matrix Define Scope Project Scope Statement defines what p work will be performed and what work is excluded. Project Scope Statement includes… Project Scope Description Product Acceptance Criteria Project Deliverables P j t D li bl Project exclusions Project Constraints & Assumptions 9
  • 10. 1/8/2011 Create WBS WBS decomposes the project work into smaller, more manageable pieces of work. WBS is a deliverable-oriented hierarchical decomposition of Project Work Decomposition of project deliverables 1. The major deliverables of the project are identified, including project management activities 2. Determine if adequate cost and time estimates can be applied to the lowest project work. Create WBS Decomposition of project deliverables 3. 3 Identify the deliverable’s constituent deliverable s components. Each component of the work can be measured, and may take varying amounts of time to complete. 4. Verify the decomposition. The lowerlevel items must be evaluated to ensure they are completed and accurate 10
  • 11. 1/8/2011 Project Management Plan •WBS is very important as it is input to 5 core processes WBS Cost Estimating Cost Budgeting Resource Planning Risk Management Planning Activity Definition Create WBS • 1. Project Scope Statement • 2. Requirements Documentation • 3. Organizational Process Assets Input Tools & Techniques • 1. Decomposition • • • • 1. WBS 2. WBS Dictionary 3. Scope Baseline 4. Project Document Updates Output 11
  • 12. 1/8/2011 Create WBS Inputs 1. 1 Project Scope Statement 2. Requirements Documentation 3. Organizational Process Assets Tools & Techniques 1. 1 Decomposition Create WBS Outputs 1. 1 Work Breakdown Structure 2. WBS Dictionary 3. Scope Baseline Project Scope Statement WBS WBS Dictionary 1. Project Document Updates 12
  • 13. 1/8/2011 Create WBS Project Level- 1 Level- 2 PM 1.1 Level- 3 1.1.1 Level Level- 4 1.1.2.1 1121 Level- 5 1.1.2.2.1 HW 1.2 1.1.2 1.1.2.2 1122 SW 1.3 SYS Eng 1.4 Testing 1.5 Database 1.6 1.2.1 1.2.2 1.1.2.2.2 Create WBS Levels of WBS Project o 1.1 Phase 1 1.1.1 Deliverable 1.1.1.1 Deliverable 1.1.1.1.1 1 1 1 1 1 Deliverable WBS Identifier 13
  • 14. 1/8/2011 WBS Dictionary Contains.. Code of accounts identifier. Description of work. Person / organization responsible to completing the component. List of schedule milestones. Associated schedule activities. Resources required & Cost estimates. R i d C i Quality requirements & Acceptance criteria. Technical references. Verify Scope Verify Scope is the process of the project customer accepting the project deliverables. happens at the end of each project phase or a major deliverables are created is ensuring that the deliverables the project creates are in alignment with the project scope Verification of Scope differs from quality p q y control Quality control is preformed before scope verification 14
  • 15. 1/8/2011 Verify Scope • 1. Project Scope Statement • 2. WBS Dictionary • 3. Project Scope Management Plan • 4. Deliverables Tools & Techniques • 1. Inspection • 1. Accepted Deliverables • 2. Change Requests • 3. Project Document Updates Output Input Verify Scope Inputs 1. Project Management Plan j g Project Scope Statement WBS WBS Dictionary 1. Requirements Documentation 2. Requirements Traceability Matrix 3. Validated Deliverables Tools & Techniques 1. Inspection 15
  • 16. 1/8/2011 Verify Scope Outputs 1. 1 Accepted Deliverables 2. Change Requests 3. Project Document Updates Control Scope Project Scope Control concerned with g p j influencing the factors that create project scope changes and controlling the impact of those changes. Scope control assures all requested changes and recommended corrective p g g actions are processed through Integrated Change Control Process Uncontrolled changes are referred to as Scope Creep 16
  • 17. 1/8/2011 Control Scope •1. Project Management Plan •2. Work Performance Information •3. Requirements Documentation •4. Requirements Traceability Matrix •5. Organizational Process Assets Tools & Techniques •1. Variance Analysis Input •1. Work Performance Measurements •2. Organizational Process Assets •3. Change Requests •4. Project •Management Plan Updates •5. Project Document Updates Output Scope Control Inputs 1. Project Management Plan Scope Baseline Scope Management Plan Change Management Plan Configuration Management Plan Requirements Management Plan 1. Work Performance Information 2. Requirements Documentation 3. Requirements Traceability Matrix 4. Organizational Process Assets 17
  • 18. 1/8/2011 Scope Control Tools & Techniques 1. Variance Analysis y Outputs 1. Work Performance Measurements 2. Organizational Process Assets Updates 3. Change Requests 4. Project Management Plan Updates 5. Project Document Updates Requirements Documentation Requirements Traceability Matrix Project Scope Management To Sum up… 1. We identified Project Scope Management knowledge area processes k l d 2. We know how to collect requirements 3. We know how to create Project Scope Statement 4. We know how to create WBS and WBS Dictionary 5. We k 5 W know h how t to verify S if Scope th the Deliverables produced 6. We know how to control Scope throughout the Project 18