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Module 5
Project Scope Management
Agus Suhanto
Module Overview
• Lesson 1: Key Concepts & Terms
• Lesson 2: Plan Scope Management
• Lesson 3: Collect Requirements
• Less...
Lesson 1: Key Concepts & Terms
• Definition of Scope
• Project Scope Management
• Key Terms
• Trends & Emerging Practices
...
Definition of Scope
• The term scope can refer to:
• Product scope: the features & functions that
characterize a product, ...
Project Scope Management
Project scope management is the processes of
defining what work is required and then making
sure ...
Key Terms
• Requirements traceability matrix: a grid that links
product requirements from their origin to the deliverables...
Key Terms (continued)
• Decomposition: a technique used for dividing &
subdividing the project scope & deliverables into s...
Trends & Emerging Practices
Collaborating with a Business Analyst to:
• Determine problems and identify business needs;
• ...
Tailoring Considerations
• Knowledge & requirements management
• Validation & control
• Development approach
• Stability o...
Considerations for Adaptive Environments
• Agile methods spend less time defining scope in
the early stage.
• Agile method...
Lesson 2: Plan Scope Management
• Plan Scope Management Overview
• Plan Scope Management Data Flow
• Plan Scope Management...
Plan Scope Management Overview
Plan scope management is the process of creating
a scope management plan that documents how...
Plan Scope Management Data Flow
Plan Scope Management Input
• Project charter
• Project management plan
• Quality management plan
• Project life cycle des...
Plan Scope Management Tools & Techniques
• Expert judgment
• Data analysis
• Alternative analysis
• Meetings
Plan Scope Management Output
• Scope management plan
• Requirements management plan
Lesson 3: Collect Requirements
• Collect Requirements Overview
• Collect Requirements Data Flow
• Collect Requirements Inp...
Collect Requirements Overview
Collect requirements is the process of determining,
documenting, and managing stakeholder ne...
Collect Requirements Data Flow
Collect Requirements Input
• Project charter
• Project management plan
• Scope management plan
• Requirements management
p...
Collect Requirements Tools & Techniques
• Expert judgment
• Data gathering
• Brainstorming
• Interviews
• Focus groups
• Q...
Collect Requirements Output
• Requirements documentation
• Business requirements
• Stakeholder requirements
• Solution req...
Lesson 4: Define Scope
• Define Scope Overview
• Define Scope Data Flow
• Define Scope Input
• Define Scope Tools & Techni...
Define Scope Overview
Define scope is the process of developing a
detailed description of the project and product.
Define Scope Data Flow
Define Scope Input
• Project charter
• Project management plan
• Scope management plan
• Project documents
• Assumption lo...
Define Scope Tools & Techniques
• Expert judgment
• Data analysis
• Alternative analysis
• Decision making
• Multicriteria...
Define Scope Output
• Project scope statement
• Product scope description
• Deliverables
• Acceptance criteria
• Project e...
Project Charter vs Project Scope Statement
Lesson 5: Create WBS
• Create WBS Overview
• Create WBS Data Flow
• Create WBS Input
• Create WBS Tools & Techniques
• Cre...
Create WBS Overview
Create WBS is the process of subdividing project
deliverables and project work into smaller, more
mana...
Create WBS Data Flow
Create WBS Input
• Project management plan
• Scope management plan
• Project documents
• Project scope statement
• Require...
Create WBS Tools & Techniques
• Expert judgment
• Decomposition
WBS Example
Create WBS Output
• Scope baseline
• Project scope statement
• WBS
• Work package
• Planning package
• WBS dictionary
• Pr...
WBS Component ≠ Activity
• WBS is deliverables-oriented
• Each work package should consist of nouns
(deliverables), not ac...
Lesson 6: Validate Scope
• Validate Scope Overview
• Validate Scope Data Flow
• Validate Scope Input
• Validate Scope Tool...
Validate Scope Overview
Validate scope is the process of formalizing
acceptance of the completed project deliverables.
Validate Scope Data Flow
Validate Scope Input
• Project management
plan
• Scope management plan
• Requirements
management plan
• Scope baseline
• P...
Validate Scope Tools & Techniques
• Inspection (reviews, product reviews,
walkthroughs)
• Decision making
• Voting
Validate Scope Output
• Accepted deliverables → formally signed off
• Work performance information
• Change requests
• Pro...
Lesson 7: Control Scope
• Control Scope Overview
• Control Scope Data Flow
• Control Scope Input
• Control Scope Tools & T...
Control Scope Overview
Control scope is the process of monitoring the
status of the project and product scope and
managing...
Control Scope Data Flow
Control Scope Input
• Project management plan
• Scope management plan
• Requirements management
plan
• Change management p...
Control Scope Tools & Techniques
• Data analysis
• Variance analysis
• Trend analysis
Control Scope Output
• Work performance
information
• Change requests
• Project management plan
updates
• Scope management...
Quiz
Module Reviews
References
• [PMBOK6] – The PMBOK 6th edition from pmi.org
• [RITA9] – Rita Mulcahy’s PMP Exam Prep 9th
edition from RMC P...
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Project Scope Management - PMBOK6

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The concepts and processes on how to perform project scope management according to PMBOK Guide 6th edition. You'll find key concepts and terms, plan scope management, collect requirements, define scope, create WBS, validate scope, and control scope.

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Project Scope Management - PMBOK6

  1. 1. Module 5 Project Scope Management Agus Suhanto
  2. 2. Module Overview • Lesson 1: Key Concepts & Terms • Lesson 2: Plan Scope Management • Lesson 3: Collect Requirements • Lesson 4: Define Scope • Lesson 5: Create WBS • Lesson 6: Validate Scope • Lesson 7: Control Scope
  3. 3. Lesson 1: Key Concepts & Terms • Definition of Scope • Project Scope Management • Key Terms • Trends & Emerging Practices • Tailoring Considerations • Considerations for Adaptive Environment
  4. 4. Definition of Scope • The term scope can refer to: • Product scope: the features & functions that characterize a product, service, or result . • Project scope: the work performed to deliver a product, service, or result with the specified features & functions. • Project scope usually includes product scope. • Requirement: a condition or capability that is required to be present in a product, service, or result.
  5. 5. Project Scope Management Project scope management is the processes of defining what work is required and then making sure all of that work –and only that work– is completed. [RITA9]
  6. 6. Key Terms • Requirements traceability matrix: a grid that links product requirements from their origin to the deliverables that satisfy them. • Work breakdown structure (WBS): a hierarchical decomposition of the total scope of work. • WBS dictionary: a document that provides detailed deliverable, activity, & scheduling information about each component in the WBS. • Scope baseline: the approved version of scope statement, WBS, and its associated WBS dictionary. • Scope creep: the uncontrolled expansion to product or project scope without adjustment to time, cost, and resources.
  7. 7. Key Terms (continued) • Decomposition: a technique used for dividing & subdividing the project scope & deliverables into smaller, more manageable parts. • 100% rule: the total of the work at the lowest levels should roll up to the higher level so that nothing is left out and no extra work is performed. • Control account: management control point where scope, budget, & schedule are integrated and compared to earned value for performance comparison. • Work package: the lowest level of WBS structure component. • Planning package: a WBS component below the control account and above the work package.
  8. 8. Trends & Emerging Practices Collaborating with a Business Analyst to: • Determine problems and identify business needs; • Identify and recommend viable solutions for meeting those needs; • Elicit, document, and manage stakeholder requirements in order to meet objectives; • Facilitate the successful implementation of the product, service, or result.
  9. 9. Tailoring Considerations • Knowledge & requirements management • Validation & control • Development approach • Stability of requirements • Governance
  10. 10. Considerations for Adaptive Environments • Agile methods spend less time defining scope in the early stage. • Agile methods spend more time establishing the process for its ongoing discovery & refinement. • Agile methods purposefully build & review prototypes and release versions to refine the requirements. • Scope is defined and redefined throughout the project. • Requirements constitute the backlog (prioritized feature list).
  11. 11. Lesson 2: Plan Scope Management • Plan Scope Management Overview • Plan Scope Management Data Flow • Plan Scope Management Input • Plan Scope Management Tools & Technique • Plan Scope Management Output
  12. 12. Plan Scope Management Overview Plan scope management is the process of creating a scope management plan that documents how the project and product scope will be defined, validated, and controlled.
  13. 13. Plan Scope Management Data Flow
  14. 14. Plan Scope Management Input • Project charter • Project management plan • Quality management plan • Project life cycle description • Development approach • Predictive • Adaptive • Enterprise environmental factors • Organizational process assets
  15. 15. Plan Scope Management Tools & Techniques • Expert judgment • Data analysis • Alternative analysis • Meetings
  16. 16. Plan Scope Management Output • Scope management plan • Requirements management plan
  17. 17. Lesson 3: Collect Requirements • Collect Requirements Overview • Collect Requirements Data Flow • Collect Requirements Input • Collect Requirements Tools & Techniques • Collect Requirements Output
  18. 18. Collect Requirements Overview Collect requirements is the process of determining, documenting, and managing stakeholder needs and requirements to meet objectives.
  19. 19. Collect Requirements Data Flow
  20. 20. Collect Requirements Input • Project charter • Project management plan • Scope management plan • Requirements management plan • Stakeholder engagement plan • Project documents • Assumption log • Lessons learned register • Stakeholder register • Business documents • Business case • Agreements • Enterprise environmental factors • Organizational process assets
  21. 21. Collect Requirements Tools & Techniques • Expert judgment • Data gathering • Brainstorming • Interviews • Focus groups • Questionnaires & surveys • Benchmarking • Data analysis • Document analysis • Decision making • Voting: unanimity, majority, plurality • Autocratic decision making • Multicriteria decision analysis • Data representation • Affinity diagram • Mind mapping • Interpersonal & team skills • Nominal group technique • Observation/conversation (job shadowing) • Facilitation • Join application development • Quality function deployment • User stories • Context diagram • Prototypes
  22. 22. Collect Requirements Output • Requirements documentation • Business requirements • Stakeholder requirements • Solution requirements • Functional requirements • Nonfunctional requirements • Transition & readiness requirements • Project requirements • Quality requirements • Requirements traceability matrix
  23. 23. Lesson 4: Define Scope • Define Scope Overview • Define Scope Data Flow • Define Scope Input • Define Scope Tools & Techniques • Define Scope Output
  24. 24. Define Scope Overview Define scope is the process of developing a detailed description of the project and product.
  25. 25. Define Scope Data Flow
  26. 26. Define Scope Input • Project charter • Project management plan • Scope management plan • Project documents • Assumption log • Requirements documentation • Risk register • Enterprise environmental factors • Organizational process assets
  27. 27. Define Scope Tools & Techniques • Expert judgment • Data analysis • Alternative analysis • Decision making • Multicriteria decision analysis • Interpersonal & team skills • Facilitation • Product analysis
  28. 28. Define Scope Output • Project scope statement • Product scope description • Deliverables • Acceptance criteria • Project exclusions → can reduce scope creep • Project documents updates • Assumption log • Requirements documentation • Requirements traceability matrix • Stakeholder register
  29. 29. Project Charter vs Project Scope Statement
  30. 30. Lesson 5: Create WBS • Create WBS Overview • Create WBS Data Flow • Create WBS Input • Create WBS Tools & Techniques • Create WBS Output
  31. 31. Create WBS Overview Create WBS is the process of subdividing project deliverables and project work into smaller, more manageable components.
  32. 32. Create WBS Data Flow
  33. 33. Create WBS Input • Project management plan • Scope management plan • Project documents • Project scope statement • Requirements documentation • Enterprise environmental factors • Organizational process assets
  34. 34. Create WBS Tools & Techniques • Expert judgment • Decomposition
  35. 35. WBS Example
  36. 36. Create WBS Output • Scope baseline • Project scope statement • WBS • Work package • Planning package • WBS dictionary • Project documents updates • Assumption log • Requirements documentation
  37. 37. WBS Component ≠ Activity • WBS is deliverables-oriented • Each work package should consist of nouns (deliverables), not actions (activities). • Further breakdown of work package into activities is done as part of Define Activities process in Project Schedule Management.
  38. 38. Lesson 6: Validate Scope • Validate Scope Overview • Validate Scope Data Flow • Validate Scope Input • Validate Scope Tools & Techniques • Validate Scope Output
  39. 39. Validate Scope Overview Validate scope is the process of formalizing acceptance of the completed project deliverables.
  40. 40. Validate Scope Data Flow
  41. 41. Validate Scope Input • Project management plan • Scope management plan • Requirements management plan • Scope baseline • Project documents • Lessons learned register • Quality reports • Requirements documentation • Requirements traceability matrix • Verified deliverables • Work performance data
  42. 42. Validate Scope Tools & Techniques • Inspection (reviews, product reviews, walkthroughs) • Decision making • Voting
  43. 43. Validate Scope Output • Accepted deliverables → formally signed off • Work performance information • Change requests • Project documents updates • Lessons learned register • Requirements documentation • Requirements traceability matrix
  44. 44. Lesson 7: Control Scope • Control Scope Overview • Control Scope Data Flow • Control Scope Input • Control Scope Tools & Techniques • Control Scope Output
  45. 45. Control Scope Overview Control scope is the process of monitoring the status of the project and product scope and managing changes to the scope baseline.
  46. 46. Control Scope Data Flow
  47. 47. Control Scope Input • Project management plan • Scope management plan • Requirements management plan • Change management plan • Configuration management plan • Scope baseline • Performance measurement baseline • Project documents • Lessons learned register • Requirements documentation • Requirements traceability matrix • Work performance data • Organizational process assets
  48. 48. Control Scope Tools & Techniques • Data analysis • Variance analysis • Trend analysis
  49. 49. Control Scope Output • Work performance information • Change requests • Project management plan updates • Scope management plan • Scope baseline • Schedule baseline • Cost baseline • Performance measurement baseline • Project documents updates • Lessons learned register • Requirements documentation • Requirements traceability matrix
  50. 50. Quiz
  51. 51. Module Reviews
  52. 52. References • [PMBOK6] – The PMBOK 6th edition from pmi.org • [RITA9] – Rita Mulcahy’s PMP Exam Prep 9th edition from RMC Publications™

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