際際滷

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Project Scope
Project Scope
Management
Management
Sections of this presentation were adapted
Sections of this presentation were adapted
from
from A Guide to the Project Management
A Guide to the Project Management
Body of Knowledge
Body of Knowledge 4
4th
th
Edition, Project
Edition, Project
Management Institute Inc., 息 2009
Management Institute Inc., 息 2009
Project Scope Management
Project Scope Management

The processes required to ensure that the
The processes required to ensure that the
project includes all the work required, and
project includes all the work required, and
only the work required, to complete the
only the work required, to complete the
project successfully
project successfully
Answers the question  What will the
Answers the question  What will the
project produce in the end.
project produce in the end.
Why Do We Manage Scope?
Why Do We Manage Scope?
Cant manage schedule
Cant manage schedule
and budget if scope is
and budget if scope is
out of control (Triple
out of control (Triple
Constraint)
Constraint)
Scope docs are used to
Scope docs are used to
manage expectations
manage expectations
TIME
COST
SCOPE
Quality
Scope Management Key Points
Scope Management Key Points
What is scope management
What is scope management

Checking to ensure that one is completing work
Checking to ensure that one is completing work

Saying No to additional work not in the charter
Saying No to additional work not in the charter

Preventing extra work/gold plating
Preventing extra work/gold plating
Work Breakdown Structure
Work Breakdown Structure
(WBS)
(WBS)

Foundation of the project, all
Foundation of the project, all
planning and controlling is based
planning and controlling is based
on the WBS
on the WBS

Identifies all work to be
Identifies all work to be
performed, if it is not in the WBS
performed, if it is not in the WBS
it does not need to be done
it does not need to be done

Graphical picture of work
Graphical picture of work
WBS
Estimating
Network
Diagrams
Staffing Risk
How Do We Manage Scope?
How Do We Manage Scope?
Five processes
Five processes

Collect Requirements
Collect Requirements

Define Scope
Define Scope

Create WBS
Create WBS

Verify Scope
Verify Scope

Control Scope
Control Scope
Collect
Requirements
Define
Scope
Create
WBS
Verify
Scope
Control
Scope
Collect Requirements
Collect Requirements
Project Charter
Interviews
Focus groups
Facilitated workshops
Group creativity techniques
Group decision making techniques
Questionnaires and surveys
Observations
Prototypes
Inputs Outputs
Tools & Techniques
Requirements docs
Stakeholder
Register
Collect
Requirements
Define
Scope
Create
WBS
Verify
Scope
Control
Scope
Requirements mgmt
plan
Requirements
traceability matrix
Collect Requirements
Collect Requirements
Determine product of the project
Determine product of the project
requirements
requirements
Make sure all requirements support the
Make sure all requirements support the
business need of the project as
business need of the project as
described in the charter
described in the charter
Define Scope
Define Scope
Organizational
Process Assets
Project Charter
Expert judgement
 Product analysis
Alternatives identification
Facilitated workshops
Inputs Tools & Techniques
Project Document
Updates
Outputs
Project Scope
Statement
Collect
Requirements
Define
Scope
Create
WBS
Verify
Scope
Control
Scope
Requirements
documentation
Project Scope Statement
Project Scope Statement
Product scope description
Product scope description
Product acceptance
Product acceptance
criteria
criteria
Project deliverables
Project deliverables
Project exclusions
Project exclusions
Project constraints
Project constraints
Project assumptions
Project assumptions
Remember the difference between product and project?
Create WBS
Create WBS
Project scope
statement
Requirements
documentation
Organizational
process assets
Decomposition
Inputs Tools & Techniques
Work Breakdown
Structure (WBS)
WBS Dictionary
Outputs
Scope Baseline
Project Document
Updates
Collect
Requirements
Define
Scope
Create
WBS
Verify
Scope
Control
Scope
Work Breakdown Structure
Work Breakdown Structure
Start with major project deliverables or phases
Start with major project deliverables or phases

Decomposition is breaking down the
Decomposition is breaking down the
deliverables into more manageable parts
deliverables into more manageable parts

Not all branches need the same level of
Not all branches need the same level of
decomposition!
decomposition!
Decompose into Work Packages
Decompose into Work Packages

8-80 Hour Rule
8-80 Hour Rule 
 Dont break work down too
Dont break work down too
much
much
Work Breakdown Structure
Work Breakdown Structure
New Warehouse
Design - 1 Construction - 2 Commissioning - 3
Structural - 1.1
Architectural  1.2
Steel Package 1.1.1
Concrete Package 1.1.2
Floor Layout 1.2.1
Elevations 1.2.2
Door Schedule 1.2.3
Concrete Install  2.1
Steel Install  2.2
Drywall Install  2.3
1st
Floor Package 2.3.1
2nd
Floor Package 2.3.2
Verify Scope
Verify Scope
Project
Management Plan
Requirements
Documentation
Requirements
Traceability Matrix
Inspection
Inputs
Tools & Techniques
Accepted
Deliverables
Validated
Deliverables
Change Requests
Outputs
Project Document
Updates
Collect
Requirements
Define
Scope
Create
WBS
Verify
Scope
Control
Scope
Control Scope
Control Scope
Project
Management Plan
Work Performance
Information
Requirements
Documentation
Variance analysis
Inputs
Tools & Techniques
Requirements
Traceability Matrix
Work Performance
Measures
Outputs
Organizational
Process Assets
Organizational
Process Assets
Change Requests
Project Management
Plan Updates
Project Document
Updates
Collect
Requirements
Define
Scope
Create
WBS
Verify
Scope
Control
Scope
Scope Definitions
Scope Definitions
Change Control System
Change Control System

Documentation, tracking, and approvals required to
Documentation, tracking, and approvals required to
change
change project
project scope
scope
Configuration Management System
Configuration Management System

Documentation, tracking, and approvals required to
Documentation, tracking, and approvals required to
change
change product
product scope
scope
Management by Objectives (MBO)
Management by Objectives (MBO)

Establish unambiguous and realistic objectives
Establish unambiguous and realistic objectives

Periodically evaluate if objectives are being met
Periodically evaluate if objectives are being met

Take corrective action
Take corrective action
Other Topics  Project Selection
Other Topics  Project Selection
Benefit Measurement
Benefit Measurement
Methods (Comparative
Methods (Comparative
Approach)
Approach)

Murder Board  Panel
Murder Board  Panel
that tries to shoot down
that tries to shoot down
new ideas
new ideas

Scoring Models
Scoring Models

Benefit Compared to
Benefit Compared to
Cost
Cost
Constrained
Constrained
Optimization Methods
Optimization Methods
(Mathematical)
(Mathematical)

Linear Programming
Linear Programming

Integer Programming
Integer Programming

Multi-Objective
Multi-Objective
Programming
Programming

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Scope definition in Project Management際際滷s.ppt

  • 1. Project Scope Project Scope Management Management Sections of this presentation were adapted Sections of this presentation were adapted from from A Guide to the Project Management A Guide to the Project Management Body of Knowledge Body of Knowledge 4 4th th Edition, Project Edition, Project Management Institute Inc., 息 2009 Management Institute Inc., 息 2009
  • 2. Project Scope Management Project Scope Management The processes required to ensure that the The processes required to ensure that the project includes all the work required, and project includes all the work required, and only the work required, to complete the only the work required, to complete the project successfully project successfully Answers the question What will the Answers the question What will the project produce in the end. project produce in the end.
  • 3. Why Do We Manage Scope? Why Do We Manage Scope? Cant manage schedule Cant manage schedule and budget if scope is and budget if scope is out of control (Triple out of control (Triple Constraint) Constraint) Scope docs are used to Scope docs are used to manage expectations manage expectations TIME COST SCOPE Quality
  • 4. Scope Management Key Points Scope Management Key Points What is scope management What is scope management Checking to ensure that one is completing work Checking to ensure that one is completing work Saying No to additional work not in the charter Saying No to additional work not in the charter Preventing extra work/gold plating Preventing extra work/gold plating Work Breakdown Structure Work Breakdown Structure (WBS) (WBS) Foundation of the project, all Foundation of the project, all planning and controlling is based planning and controlling is based on the WBS on the WBS Identifies all work to be Identifies all work to be performed, if it is not in the WBS performed, if it is not in the WBS it does not need to be done it does not need to be done Graphical picture of work Graphical picture of work WBS Estimating Network Diagrams Staffing Risk
  • 5. How Do We Manage Scope? How Do We Manage Scope? Five processes Five processes Collect Requirements Collect Requirements Define Scope Define Scope Create WBS Create WBS Verify Scope Verify Scope Control Scope Control Scope Collect Requirements Define Scope Create WBS Verify Scope Control Scope
  • 6. Collect Requirements Collect Requirements Project Charter Interviews Focus groups Facilitated workshops Group creativity techniques Group decision making techniques Questionnaires and surveys Observations Prototypes Inputs Outputs Tools & Techniques Requirements docs Stakeholder Register Collect Requirements Define Scope Create WBS Verify Scope Control Scope Requirements mgmt plan Requirements traceability matrix
  • 7. Collect Requirements Collect Requirements Determine product of the project Determine product of the project requirements requirements Make sure all requirements support the Make sure all requirements support the business need of the project as business need of the project as described in the charter described in the charter
  • 8. Define Scope Define Scope Organizational Process Assets Project Charter Expert judgement Product analysis Alternatives identification Facilitated workshops Inputs Tools & Techniques Project Document Updates Outputs Project Scope Statement Collect Requirements Define Scope Create WBS Verify Scope Control Scope Requirements documentation
  • 9. Project Scope Statement Project Scope Statement Product scope description Product scope description Product acceptance Product acceptance criteria criteria Project deliverables Project deliverables Project exclusions Project exclusions Project constraints Project constraints Project assumptions Project assumptions Remember the difference between product and project?
  • 10. Create WBS Create WBS Project scope statement Requirements documentation Organizational process assets Decomposition Inputs Tools & Techniques Work Breakdown Structure (WBS) WBS Dictionary Outputs Scope Baseline Project Document Updates Collect Requirements Define Scope Create WBS Verify Scope Control Scope
  • 11. Work Breakdown Structure Work Breakdown Structure Start with major project deliverables or phases Start with major project deliverables or phases Decomposition is breaking down the Decomposition is breaking down the deliverables into more manageable parts deliverables into more manageable parts Not all branches need the same level of Not all branches need the same level of decomposition! decomposition! Decompose into Work Packages Decompose into Work Packages 8-80 Hour Rule 8-80 Hour Rule Dont break work down too Dont break work down too much much
  • 12. Work Breakdown Structure Work Breakdown Structure New Warehouse Design - 1 Construction - 2 Commissioning - 3 Structural - 1.1 Architectural 1.2 Steel Package 1.1.1 Concrete Package 1.1.2 Floor Layout 1.2.1 Elevations 1.2.2 Door Schedule 1.2.3 Concrete Install 2.1 Steel Install 2.2 Drywall Install 2.3 1st Floor Package 2.3.1 2nd Floor Package 2.3.2
  • 13. Verify Scope Verify Scope Project Management Plan Requirements Documentation Requirements Traceability Matrix Inspection Inputs Tools & Techniques Accepted Deliverables Validated Deliverables Change Requests Outputs Project Document Updates Collect Requirements Define Scope Create WBS Verify Scope Control Scope
  • 14. Control Scope Control Scope Project Management Plan Work Performance Information Requirements Documentation Variance analysis Inputs Tools & Techniques Requirements Traceability Matrix Work Performance Measures Outputs Organizational Process Assets Organizational Process Assets Change Requests Project Management Plan Updates Project Document Updates Collect Requirements Define Scope Create WBS Verify Scope Control Scope
  • 15. Scope Definitions Scope Definitions Change Control System Change Control System Documentation, tracking, and approvals required to Documentation, tracking, and approvals required to change change project project scope scope Configuration Management System Configuration Management System Documentation, tracking, and approvals required to Documentation, tracking, and approvals required to change change product product scope scope Management by Objectives (MBO) Management by Objectives (MBO) Establish unambiguous and realistic objectives Establish unambiguous and realistic objectives Periodically evaluate if objectives are being met Periodically evaluate if objectives are being met Take corrective action Take corrective action
  • 16. Other Topics Project Selection Other Topics Project Selection Benefit Measurement Benefit Measurement Methods (Comparative Methods (Comparative Approach) Approach) Murder Board Panel Murder Board Panel that tries to shoot down that tries to shoot down new ideas new ideas Scoring Models Scoring Models Benefit Compared to Benefit Compared to Cost Cost Constrained Constrained Optimization Methods Optimization Methods (Mathematical) (Mathematical) Linear Programming Linear Programming Integer Programming Integer Programming Multi-Objective Multi-Objective Programming Programming