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Project Scope Management
Waleed El-Naggar, MBA, PMP
Agenda
   Introduction to Project Scope

   Collect Requirements

   Define Scope

   Create WBS

   Control Scope

...
What is Project Scope?
   Scope refers to all the work involved in creating
    the products of the project and the proce...
Product Scope vs. Project Scope
   Product scope: The futures & functions that
    characterize the product, service, or ...
Project
Scope
Management
Processes




   10/06/2009   Prepared by: Waleed El-Naggar   5
5.1 Collect requirements
   The process of defining and documenting
    stakeholders’ needs to meet the project
    objec...
Collect Requirements Data Flow




  10/06/2009     Prepared by: Waleed El-Naggar   7
Collect Requirements: Inputs
1. Project Charter: a document issues by the
   project initiator or sponsor that formally
  ...
Sample
Project
Charter



  10/06/2009   Prepared by: Waleed El-Naggar   9
Collect Requirements: T & T (1)
1. Interviews: meeting the stakeholders to ask
   prepared and spontaneous question &
   r...
Collect Requirements: T & T (2)
3. Facilitated Workshops: Focused session with
   key cross-functional stakeholders to def...
Collect Requirements: T & T (3)
5. Group Decision Making Techniques
     Unanimity
     Majority
     Plurality
     D...
Collect Requirements: Outputs
1. Requirements Document

2. Requirements Management Plan

3. Requirements Traceability




...
Quiz
The best tool in collecting requirements for a
cross-functional project is:
A. Facilitated Workshops
B. Interviews
C....
5.2 Define Scope
The process of developing a detailed description
of the project and product.




   10/06/2009           ...
Define
Scope
Data
Flow




  10/06/2009   Prepared by: Waleed El-Naggar   16
Define Scope: Inputs
1. Project charter

2. Requirements Document

3. Organizational Process Assets
     Procedures & Tem...
Define Scope: T & T
1. Expert Judgment

2. Product Analysis

3. Alternatives Identification

4. Facilitated workshops


  ...
Define Scope: Outputs (1)
1. Scope Statement: describes project’s
   deliverables and the work required to create
   those...
Define Scope: Outputs (2)
2. Project Documents Updates: may include,
  but not limited to:
  Stakeholder register

  Req...
Quiz
Why would you consider the scope statement so important
in your project management methodology?
A. Mandatory to consu...
5.3 Create WBS
 Subdividing the project deliverables and
   project work into smaller and more
   manageable components.
...
Create WBS: Data Flow




  10/06/2009    Prepared by: Waleed El-Naggar   23
Sample WBS (1)




  10/06/2009     Prepared by: Waleed El-Naggar   24
Sample WBS (2)




  10/06/2009     Prepared by: Waleed El-Naggar   25
Create WBS: Inputs
1. Project Scope Statement

2. Requirements Document

3. Organizational Process Assets




   10/06/200...
Create WBS: T & T
1. Decomposition
  The subdivision of project deliverables into
  smaller, more manageable components. T...
Create WBS: Outputs
1. WBS

2. WBS Dictionary
  A number Identifier

  Who is responsible for what

  A description of ...
Create WBS: Outputs
3. Scope baseline

4. Project Documents updates




   10/06/2009            Prepared by: Waleed El-Na...
Quiz
A work breakdown structure numbering system allows
project staff to:
A. Systematically estimate costs of work breakdo...
Quiz
Which of the following documents contain detailed
descriptions of work packages?
A. Work breakdown structure (WBS) di...
Quiz
The work breakdown structure can best be thought of as an
effective aid for ___________ communication
A. Team
B. Proj...
5.4 Verify Scope
 Formalizing acceptance of the completed
   project deliverables.
 Includes reviewing deliverables with...
Verify Scope: Data Flow Diagram




  10/06/2009      Prepared by: Waleed El-Naggar   34
Verify Scope: Inputs
1. Project Management Plan
   Scope statement

   WBS

   WBS Dictionary.

2. Requirements Documen...
Verify Scope: T & T
1. Inspection: measuring, and verifying to
   determine whether work and deliverables meet
   requirem...
Verify Scope: Outputs
1. Accepted Deliverables

2. Change Requests

3. Project Document Updates




   10/06/2009         ...
Quiz
Which of the following is an output of scope
verification?
A. WBS template
B. Rework
C. Formal acceptance
D. SOW acce...
5.5 Control Scope
 Monitoring the status of the project and
  products scope
 Managing changes to scope baseline
 Ensur...
Control Scope: Inputs (1)
1. Project Management Plan
  Scope baseline

  Scope management plan

  Change management pla...
Control Scope: Inputs (2)
3. Requirements Documentation

4. Requirements Traceability Matrix

5. Organizational Process As...
Control Scope: T & T
1. Variance Analysis

   Analyze performance measurements to assess

   the variation from the baseli...
Control Scope: Outputs
1. Work Performance Measurement

2. Organizational Process Asset Updates

3. Change Requests

4. Pr...
Quiz
During a project team meeting, a team member suggests
an enhancement to the scope that is beyond the scope of
the pro...
Quiz
Which of the following is the KEY attribute of scope
verification?
A. More complete project scope management plan
B. ...
Thank you


       waleed_k@aucegypt.edu



10/06/2009          Prepared by: Waleed El-Naggar   46
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02 project scope management

  1. 1. Project Scope Management Waleed El-Naggar, MBA, PMP
  2. 2. Agenda  Introduction to Project Scope  Collect Requirements  Define Scope  Create WBS  Control Scope  Verify Scope 10/06/2009 Prepared by: Waleed El-Naggar 2
  3. 3. What is Project Scope?  Scope refers to all the work involved in creating the products of the project and the processes used to create them.  Project scope management includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully. 10/06/2009 Prepared by: Waleed El-Naggar 3
  4. 4. Product Scope vs. Project Scope  Product scope: The futures & functions that characterize the product, service, or result.  Project Scope: The work that needs to be accomplished to deliver a product, service, or result with the specified features and functions. 10/06/2009 Prepared by: Waleed El-Naggar 4
  5. 5. Project Scope Management Processes 10/06/2009 Prepared by: Waleed El-Naggar 5
  6. 6. 5.1 Collect requirements  The process of defining and documenting stakeholders’ needs to meet the project objectives.  Requirements includes the quantified and documented needs and expectations of the sponsor, customer, and other stakeholders.  Requirement must be analyzed and recorded in a clear and detailed way to be measured. 10/06/2009 Prepared by: Waleed El-Naggar 6
  7. 7. Collect Requirements Data Flow 10/06/2009 Prepared by: Waleed El-Naggar 7
  8. 8. Collect Requirements: Inputs 1. Project Charter: a document issues by the project initiator or sponsor that formally authorizes the existence of the project, and provides the project manager with authority to apply organizational resources to project activities. (Output of process 4.1) 2. Stakeholder Register: a document used to identify stakeholders with a particular interest in, or impact on, the project. 10/06/2009 Prepared by: Waleed El-Naggar 8
  9. 9. Sample Project Charter 10/06/2009 Prepared by: Waleed El-Naggar 9
  10. 10. Collect Requirements: T & T (1) 1. Interviews: meeting the stakeholders to ask prepared and spontaneous question & recording the responses. 2. Focus groups: bring together stakeholders and subject matter experts to learn about their expectations and attitudes about a proposed product, service or result. 10/06/2009 Prepared by: Waleed El-Naggar 10
  11. 11. Collect Requirements: T & T (2) 3. Facilitated Workshops: Focused session with key cross-functional stakeholders to define product requirements. 4. Group Creativity Techniques:  Brainstorming  Nominal Group  Delphi Technique  Idea/Mind Mapping  Affinity Diagram 10/06/2009 Prepared by: Waleed El-Naggar 11
  12. 12. Collect Requirements: T & T (3) 5. Group Decision Making Techniques  Unanimity  Majority  Plurality  Dictatorship 6. Questionnaire and Surveys 7. Observations 8. Prototypes 10/06/2009 Prepared by: Waleed El-Naggar 12
  13. 13. Collect Requirements: Outputs 1. Requirements Document 2. Requirements Management Plan 3. Requirements Traceability 10/06/2009 Prepared by: Waleed El-Naggar 13
  14. 14. Quiz The best tool in collecting requirements for a cross-functional project is: A. Facilitated Workshops B. Interviews C. Surveys D. Brainstorming The answer is: A 10/06/2009 Prepared by: Waleed El-Naggar 14
  15. 15. 5.2 Define Scope The process of developing a detailed description of the project and product. 10/06/2009 Prepared by: Waleed El-Naggar 15
  16. 16. Define Scope Data Flow 10/06/2009 Prepared by: Waleed El-Naggar 16
  17. 17. Define Scope: Inputs 1. Project charter 2. Requirements Document 3. Organizational Process Assets  Procedures & Templates  Lessons learned from old Projects 10/06/2009 Prepared by: Waleed El-Naggar 17
  18. 18. Define Scope: T & T 1. Expert Judgment 2. Product Analysis 3. Alternatives Identification 4. Facilitated workshops 10/06/2009 Prepared by: Waleed El-Naggar 18
  19. 19. Define Scope: Outputs (1) 1. Scope Statement: describes project’s deliverables and the work required to create those deliverables. It includes  Product scope description  Product acceptance criteria  Project Deliverables  Project Exclusion  Project Assumptions 10/06/2009 Prepared by: Waleed El-Naggar 19
  20. 20. Define Scope: Outputs (2) 2. Project Documents Updates: may include, but not limited to:  Stakeholder register  Requirements Documents  Requirements Traceability Matrix 10/06/2009 Prepared by: Waleed El-Naggar 20
  21. 21. Quiz Why would you consider the scope statement so important in your project management methodology? A. Mandatory to consult the plan before accepting change. B. Project managers must document any changes before approving or declining them. C. The project scope serves as a reference for all future project decisions. D. The project plan and EVM work together to assess the risk involved with proposed changes The answer is: C 10/06/2009 Prepared by: Waleed El-Naggar 21
  22. 22. 5.3 Create WBS  Subdividing the project deliverables and project work into smaller and more manageable components.  The work breakdown structure is a deliverable-oriented hierarchical decomposition of project work. 10/06/2009 Prepared by: Waleed El-Naggar 22
  23. 23. Create WBS: Data Flow 10/06/2009 Prepared by: Waleed El-Naggar 23
  24. 24. Sample WBS (1) 10/06/2009 Prepared by: Waleed El-Naggar 24
  25. 25. Sample WBS (2) 10/06/2009 Prepared by: Waleed El-Naggar 25
  26. 26. Create WBS: Inputs 1. Project Scope Statement 2. Requirements Document 3. Organizational Process Assets 10/06/2009 Prepared by: Waleed El-Naggar 26
  27. 27. Create WBS: T & T 1. Decomposition The subdivision of project deliverables into smaller, more manageable components. The work package level is the lowest level in the WBS, and is the point at which the cost an activity durations can be reliably estimated and managed. The level of detail for work packages will vary with the size and complexity of the project. 10/06/2009 Prepared by: Waleed El-Naggar 27
  28. 28. Create WBS: Outputs 1. WBS 2. WBS Dictionary  A number Identifier  Who is responsible for what  A description of each work package  Any related codes 10/06/2009 Prepared by: Waleed El-Naggar 28
  29. 29. Create WBS: Outputs 3. Scope baseline 4. Project Documents updates 10/06/2009 Prepared by: Waleed El-Naggar 29
  30. 30. Quiz A work breakdown structure numbering system allows project staff to: A. Systematically estimate costs of work breakdown structure elements. B. Provide project justification C. Identify the level at which individual elements are found D. Use it in project management software The answer is: C 10/06/2009 Prepared by: Waleed El-Naggar 30
  31. 31. Quiz Which of the following documents contain detailed descriptions of work packages? A. Work breakdown structure (WBS) dictionary B. Activity list C. Preliminary project scope statement D. Project scope management plan The answer is: A 10/06/2009 Prepared by: Waleed El-Naggar 31
  32. 32. Quiz The work breakdown structure can best be thought of as an effective aid for ___________ communication A. Team B. Project manager C. Customer D. stakeholders The answer is: D 10/06/2009 Prepared by: Waleed El-Naggar 32
  33. 33. 5.4 Verify Scope  Formalizing acceptance of the completed project deliverables.  Includes reviewing deliverables with the client and obtaining formal acceptance of deliverables.  Scope verification is concerned with acceptance of deliverables while quality control is concerned with correctness of the deliverables and meeting quality requirements. 10/06/2009 Prepared by: Waleed El-Naggar 33
  34. 34. Verify Scope: Data Flow Diagram 10/06/2009 Prepared by: Waleed El-Naggar 34
  35. 35. Verify Scope: Inputs 1. Project Management Plan  Scope statement  WBS  WBS Dictionary. 2. Requirements Documentation 3. Requirements Traceability Matrix 4. Validated Deliverables 10/06/2009 Prepared by: Waleed El-Naggar 35
  36. 36. Verify Scope: T & T 1. Inspection: measuring, and verifying to determine whether work and deliverables meet requirements and product acceptance criteria. Inspections are sometimes called reviews, audits, and walkthroughs. 10/06/2009 Prepared by: Waleed El-Naggar 36
  37. 37. Verify Scope: Outputs 1. Accepted Deliverables 2. Change Requests 3. Project Document Updates 10/06/2009 Prepared by: Waleed El-Naggar 37
  38. 38. Quiz Which of the following is an output of scope verification? A. WBS template B. Rework C. Formal acceptance D. SOW acceptance The answer is: C 10/06/2009 Prepared by: Waleed El-Naggar 38
  39. 39. 5.5 Control Scope  Monitoring the status of the project and products scope  Managing changes to scope baseline  Ensure all requested changes and recommended corrective or preventive actions are processed through the “Perform Integrated Change Control” process (4.5)  Uncontrolled changes are often referred to as project scope creep. 10/06/2009 Prepared by: Waleed El-Naggar 39
  40. 40. Control Scope: Inputs (1) 1. Project Management Plan  Scope baseline  Scope management plan  Change management plan  Configuration management plan  Requirements management plan 2. Work Performance Indicators 10/06/2009 Prepared by: Waleed El-Naggar 40
  41. 41. Control Scope: Inputs (2) 3. Requirements Documentation 4. Requirements Traceability Matrix 5. Organizational Process Assets 10/06/2009 Prepared by: Waleed El-Naggar 41
  42. 42. Control Scope: T & T 1. Variance Analysis Analyze performance measurements to assess the variation from the baseline scope. Analysis should determine the cause and degree of variance. 10/06/2009 Prepared by: Waleed El-Naggar 42
  43. 43. Control Scope: Outputs 1. Work Performance Measurement 2. Organizational Process Asset Updates 3. Change Requests 4. Project Management Plan Updates 5. Project Document Updates 10/06/2009 Prepared by: Waleed El-Naggar 43
  44. 44. Quiz During a project team meeting, a team member suggests an enhancement to the scope that is beyond the scope of the project charter. The project manager points out that the team needs to concentrate on completing all the work and only the work required. This is an example of: A. Change management process. B. scope management. C. quality analysis. D. scope decomposition. The answer is: B 10/06/2009 Prepared by: Waleed El-Naggar 44
  45. 45. Quiz Which of the following is the KEY attribute of scope verification? A. More complete project scope management plan B. Customer acceptance of project deliverables C. Improved schedule estimates D. An improved project management information system. The answer is: B 10/06/2009 Prepared by: Waleed El-Naggar 45
  46. 46. Thank you waleed_k@aucegypt.edu 10/06/2009 Prepared by: Waleed El-Naggar 46
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