M3 ScopeManagment v.1.0

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    3

    www.eng.it

    Maria Maddalena Ruggini, PMP

    CC ERP Roma

    Scope Management (M3)

    Project Management and SAP

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    3

    www.eng.it

    Scope Management

    1. Introduction

    2. Collect requirements

    3. Define scope4. Create WBS

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    Introduction

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    A project needs a leader(project manager) to answer the

    questions: "What?Why? and How?".

    That is to say:

    Whatis it that we are trying to do?

    Whyare we doing it? And,

    Howare we going to get it done?

    You might also ask another four questions, namely:

    "Who?Where?When?And How Much?" But these four are

    secondary and will come later.

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    Scope Management

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    With a solid understanding and application of requirements management

    pract ices, you can reduce project and program failure and more fully meet

    the needs of both your customer and your entire organization

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    Collect Requirements

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    The purpose of this activity is to collect and document both

    process-related as well as project-/non-process-related

    customer requirements, which in summary and as appendixbecome part of the scope statement.

    Project success is directly influenced by active stakeholder

    involvement and the accuracyof the activity.

    Requirements must be: Elicited

    Analyzed

    Recorded

    in enough details to be included in the scope baselineand

    to be measured once project execution begins.

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    Project/Product requirements are the foundationof the WBS.

    Collect Requirements

    Requirements, to be included in thebaseline, must be unambiguous

    (measurable and testable), traceable,

    complete, consistentand acceptable

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    Collect Requirements

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    Requirements can be grouped into classifications. These

    classifications include:

    Businessrequirements (eg. The reason why the project has

    been undertaken

    Stakeholder requirements

    Solutionrequirements (functional/non

    functional)

    Transitionrequirements (data

    conversion, training, OCM (*), )

    Project requirements (action, processes, )

    Qualityrequirements

    (*) Organizational Change Management

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    Collect Requirements - Output

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    The Requirements Traceability Matrix (RTM) is a tool to help

    ensure that the projects scope, requirements, and deliverables

    remain as is when compared to the baseline. Thus, it traces thedeliverables by establishing a thread for each requirement- from

    the projects initiation to the final implementation.

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    Collect Requirements - Output

    10 M3_Scope Management www.eng.it

    The Requirements Traceability Matrix (RTM) is a tool to help

    ensure that the projects scope, requirements, and deliverables

    remain as is when compared to the baseline. Thus, it traces thedeliverables by establishing a thread for each requirement- from

    the projects initiation to the final implementation.

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    Define Scope

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    The Scope Statement is an essential element of any project.

    Project managers use the Scope Statement as a written

    confirmation of the results your project will produce and theconstraints and assumptions under which you will work. Both the

    people who requested the project and the project team should

    agreeto all terms in the Scope Statement before actual project

    work begins.

    The Preliminary Project Scope Statement

    is developed in the Project Preparation phase

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    Define Scope

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    A good Scope Statement includes the following information:

    Product scope description: The characteristics of the products,

    services, and/or results your project will produce.

    Acceptance criteria: The conditions that must be met before project

    deliverables are accepted

    Deliverables

    Project Exclusions

    Constraints restrictions that limit what you can

    achieve, how and when you can achieve it, and

    how much achieving it can cost

    Assumptions statements about how you will

    address uncertain information as you conceive,plan, and perform your project.

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    Define Scope

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    Think of your Scope Statement, when viewed together with the other

    components of your project plan, as a binding agreement in which:

    You and your team commit to producing certain results.

    Your projects requesters commit that theyll consider your project 100

    percent successful if you produce these results.

    You and your team identify all restrictions regarding your approach to

    the work and the resources you need to support your work.

    Your projects requesters agree that there are no

    restrictions other than the ones youve identified

    and that theyll provide you the support you

    declare you need.

    You and your team identify all assumptions youmade when setting the terms of your Scope Statement.

    Your projects requesters agree that, if any of these assumptions prove

    to be invalid, you may have to modify some or all of your project plans.

    D fi S

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    Define Scope

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    A well-written Scope Statement is an important resource for

    helping to manage stakeholder expectations.

    Of course, predicting the future is impossible.

    In fact, the farther into the future you try to

    look, the less certain your predictions can

    be. However, your Scope Statement

    represents your project commitments

    based on what you know todayand expect

    to be true in the future.

    D fi S

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    Define Scope

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    If and when situations change, you have toassess the effect of the changes on all aspects

    of your project and propose the necessary

    changes to your Scope Statement.

    Your projects requesters always have the

    option of either accepting your proposed

    changes (and allowing the project to continue)

    or refusing the change or canceling your

    project.

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    Create WBS

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    Create WBS

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    The work breakdown structure

    (WBS)for the project, is a

    deliverable-oriented, hierarchicaldecomposition of the work to be

    executed by the project team to

    complete the project.

    It is the basis(foundation) for the organization andcoordination of the project.

    Create WBS

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    Create WBS

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    .A WBS consists of WBS elements that

    describe project tasks and subtasks to

    perform within a defined time period

    Summary activity

    Comprise a set of

    Subordinate items

    Work package

    deliverables or

    consistent portions

    of the work to be done

    0.0 Retail Web Site

    1.0 Project Management

    2.0 Requirements Gathering

    3.0 Analysis & Design

    4.0 Site Software Development

    4.1 HTML Design and Creation

    4.2 Backend Software

    4.2.1 Database Implementation4.2.2 Middleware Development

    4.2.3 Security Subsystems

    4.2.4 Catalog Engine

    4.2.5 Transaction Processing

    4.3 Graphics and Interface

    4.4 Content Creation

    5.0 Testing and Production

    Create WBS

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    Create WBS

    Decomposition logic

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    Decomposition of project scope generally involves the following

    activities:

    Identify each work package & WBS components

    with unique code

    Verify if the degree of decomposition of the work is necessary

    and sufficient No. of Levels of WBS need not be same for all deliverables

    Gather information on major project

    deliverables and analyze related tasks

    Start development of work breakdown

    structure (WBS) at the highest level

    Decompose the upper WBS levels intolower level detailed components (WP)

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    Exercise

    Creation of a WBSDuration : 30 min

    Create WBS

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    Create WBS

    Standard WBS

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    .For SAP projects, once the PM Team have defined the project life

    cycle (standard project, global roll out, upgrade, etc), you can

    have a standard WBS and WBS Dictionary.

    The application of a standard WBS, even if not mandatory, is

    strongly recommended because:

    The templates are improved over time and collect the experienceof several projects

    Avoid the risk of forgetting important activities/deliverables

    Define a common vocabulary

    Facilitate the standardization of the documentation

    Create WBS

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    Create WBS

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    . When do I stop decomposing?

    When you feel that your WBS can be a valuable tool forcommunicat ionwith various stakeholders on the project

    and

    When you feel that the decomposition can allow easy cont ro land

    moni tor ingof project status

    There are no right or wrong WBS, but WBS more orless useful.

    Create WBS

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    Create WBS

    General rules for WBS decomposition

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    . 100% rule

    The WBS must include no more than 100% of the work defined by the

    project scope and capture all measurable deliverablesinternal,external, interimin terms of the work to be completed, including project

    management.

    8/80 rule

    No work package should be less than 8 hours or greater than 80 hours.Notice that the work package is the lowest level of the WBS. Activities and

    tasks are not included in the WBS. They will be planned from the work

    packages once they are assigned.

    Reporting period rule

    No activity or group of activities at the lowest level of detail of the WBSshould be longer than a single reporting period. Thus if the project team

    is reporting progress monthly, then no single activity or series of activities

    should be longer than one month long.

    Collect requirements

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    .

    Collect requirements