PMP Scope - 3rd Edition

8/8/2019 PMP Scope - 3rd Edition

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Version 2.0 - Aot 2005

Institut de Formation

Session de prparation lexamen de

certification PMP

Project Scope

Management

INSTITUT DEFORMATION


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2Project Scope ManagementVersion 2.0 - Aot 2005


Scope Management

1. Introduction

2. Scope planning

3. Scope definition4. Create WBS

5. Scope verification

6. Scope change control

7. Questions


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Introduction

Definitions

Project Scope Management includes the processes

required to insure that the project includesall the work required, and only the work required,

to complete the project successfully

It is primarily concerned with controlling what is or is

not included the project


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Introduction

Definitions Product scope

The features and functions that characterize product or service.

It is measured against the product requirements.

Project scope The work that must be done in order to deliver the product with the

specified features and functions.

It is measured against the project scope statement.


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Introduction

Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS

Processes


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Initiating Processes

Integration

Develop project

charter

Integration

Develop preliminaryproject scope

statement

Executing

processes

Planning

processes

Monitoring &controlling

processes


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Planning Processes

Procurement

Plan contracting

RiskRisk

identification

RiskQualitative

Risk analysis

Risk

QuantitativeRisk analysis

RiskRisk response

planning

ProcurementPlan purchases

and acquisitions

Human ResourcesHuman resource

planning

CommunicationsCommunications

planning

QualityQuality

planning

ScopeScope

planning

ScopeScope

definition

TimeActivity

definition

IntegrationDevelop projectmanagement plan

Cost

Cost budgeting

TimeSchedule

development

RiskRisk management

planning

Cost

Cost estimating

TimeActivity duration

estimating

TimeActivity

sequencing

TimeActivity resource

estimating

Scope

Create WBS

Closing

processes

Executing

processes

Initiating

processes

Monitoring &

controlling

processes


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Executing Processes

CommunicationsInformationdistribution

ProcurementSelect seller

Human ResourcesDevelop project

team

ProcurementRequest sellerresponses

QualityPerform quality

assurance

IntegrationDirect and manageproject execution

Monitoring &

controlling

processes

Closing

processes

Planning

processes

Initiatingprocesses Human Resources

Acquire projectteam


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Controlling Processes

CostCost

controlQuality

Perform qualitycontrol

RiskRisk monitoring

And control

Time

Schedulecontrol

Scope

Scope control

ScopeScope

verification

CommunicationsPerformance

reporting

IntegrationIntegrated change

control

Closing

processes

Planning

processes

Initiating

processes

Executing

processes

Integration

Monitor & controlproject work

Human ResourcesManage project

team CommunicationsManage

stakeholders

ProcurementContract

administration


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Closing Processes

ProcurementContract

Closure

Integration

Close project

Monitoring &

controlling

processes

Planning

processes

Executing

processes


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Scope Planning

Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS


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Scope Planning

Definition

Process of creating the scope

management plan, that describes :

how the project scope will be defined, verified

and controlled

how the WBS will be created


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Scope Planning

Inputs Enterprise environmental factors

Culture, HR, marketplace

Organizational process assets Organizational policies and procedures

Historical information (KB)

Project charter Preliminary scope statement

Project management plan

From ProjectIntegration

Management

II


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Scope Planning

Tools and techniques Expert judgment

Templates, forms, standards

Scope management plan templates

WBS templates

Scope change control forms

TT


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Scope Planning

Outputs Scope Management Plan

Describes how project scope will bedefined, verified and controlled :

How scope statement will be detailed

How WBS will be created, maintained and approved

How verification and acceptance of deliverables will be obtained

How scope changes will be integrated (Integrated ChangeControl)

Benefits : Limit scope creep

Limit conflicts and scope changes

Improved communications

Improved customer satisfaction

OO


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Scope Planning

Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS

Develop Project

Charter

Project

charter

ScopeScope

management planmanagement planPrelim. proj.

scope statement

Prelim. scope stmt

Develop Project

Management Plan

Project mgt plan

See detailed figure PMBOK p. 106

I tit t d F ti


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ScopeDefinition

Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS

I tit t d F ti


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Scope Definition

Definition

Process of creating the (detailed)

project scope statement, that describes :

the projects deliverables,

what work will be performed to create those

deliverables

what work will be excluded

I tit t d F ti


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Scope Definition

Inputs Organizational process assets

Project charter

Preliminary scope statement

If not existing, similar information should be collected

Includes product scope description

Scope management plan

Approved change requests

II

I tit t d F ti


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Scope Definition

Tools and techniques Product analysis

product breakdown,

systems engineering / system analysis value engineeringvalue engineering

functional analysis

Alternatives identification brainstorming

lateral thinkinglateral thinking

Expert judgment

Stakeholder analysis

TT

I tit t d F ti


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Scope Definition

Value engineering

A methodology that focuses on the function of a material, process or service in

providing value to the customer. It attempts to define cost, quality and customer

acceptance parameters in determining the value and possible redesign or

reengineering of a given function

An methodology that identifies and selects the lowest life cycle cost options in

design, materials and processes that achieves the desired level of performance,

reliability and customer satisfaction. It seeks to eliminate unnecessary costs in the

above areas and is often a joint effort with cross-functional internal teams and

relevant suppliers.

Value Engineering : PMBOK p. 379



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Scope Definition

Which of the following is a tool for analyzing a design, determining its

functions, and assessing how to provide those functions cost effectively ?

A Pareto diagram

B Value analysis

C Configuration management

D Value engineering



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Scope Definition

Outputs Scope statement

Includes project

objectives (including measurable success criteria) deliverables

requirements, boundaries, constraints and assumptionsconstraints and assumptions

initial organization, initial defined risks, schedule milestones,

fund limitation, cost estimate, configuration mgt requirements,

project specification documents required, approval requirements.

Includes product scope description, acceptance criteria

Scope management plan (Updates)

Requested changes

OO



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Scope Definition

A scope statement is important because it :

A Provides the basis for future project decisions

B Provides a brief summary of the projet

C Approves the project for the stakeholders

D Provides criteria for measuring project cost



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Scope Definition

Scope

Control

Scope

Verification

Scope

Planning

Create WBS

Develop Project

Charter

Prelim. proj.scope statement

Prelim.

Scope statement


Develop Project

Management Plan

ScopeScope

statementstatement

+ Scope

management plan(Updates)

Integrated Change

Control

Requestedchanges

Scope

Definition

Project

charter

Approved

Change

Requests

Scope

management plan



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Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS

Create WBS



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Subdivision of the major project deliverables into

smaller and more manageable pieces of work, to :

Improve cost, duration and resource estimates

accuracy

Define a baseline for performance measurement and

control

Facilitate clear responsibility assignments

Create WBS



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Definitions

The WBS is a deliverable-oriented hierarchical decomposition of

the work to be executed by the project team (or performing

organization), to accomplish the project objectives and create the

required deliverables.

It organizes and defines the total scope of the project.

Work ComponentsWork Components

Work PackagesWork Packages

WBS DictionnaryWBS Dictionnary

OBS = Organizational Breakdown StructureOBS = Organizational Breakdown Structure

Create WBS



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Definitions (contd)WBS

Feasibility

Design

Testing

Analytical

Technical

Production Control account

Control account

Control account

TASK 1.1.1 TASK 1.1.2 TASK 1.1.3

Work package

OBSLevel 3

WORK COMP. 1.1

DELIVERABLE 1 DELIVERABLE 2 DELIVERABLE 3

Level 2

Level 1

PROJECTLevel 0

Create WBS

WORK COMP. 1.2 WORK COMP. 1.3

and RAM



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Definitions : characteristics of the WBS

Created with the help of the team

Complete a level before detailing further

Not chronologically oriented

Each level is a smaller segment of level above

Work not in WBS is not in the project

Generally decomposed as follows :

project name

deliverables, phases of the project life cycle, or subprojects

work components..

work packages

Create WBS



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Create WBS

Definitions : characteristics of the WP Each item has a unique identifier

Assigned to a single organizational unit

Can be scheduled and budgeted

Can be described in terms of tangible, measurable

results

Lowest level of each branch of the WBS

Level at which performance measurement is

executed(e.g. EVM) : control account



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Create WBS

Definitions : other structures CWBS

RBS

BOM



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Create WBS

A work breakdown structure is most similar to a :

A Resource breakdown structure

B Bill of materials

C Organizational breakdown structure

D Contractual breakdown structure

E Project breakdown structure



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Inputs Organizational process assets

Scope statement (including deliverables)


Approved change requests

II

Create WBS



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Tools and techniques Work Breakdown Structure templates

= WBS from previous projects

Decomposition

1. Identify major deliverables and related work

2. Decide if adequate cost & duration can be determined

3. Identify constituent components of the deliverable

Work Components

Work Packages at lowest level

TT

Create WBS

Read PMI Practice Standard for WBS



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Create WBS

1. Identify

Deliverable

2. Can we estimate

cost and schedule ?

4. Verify correctness

of decomposition

Yes

No

3. Identify constituent

components of the deliverable

Decomposition



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Outputs WBS

WBS dictionary

Scope statement (updates)

Scope management plan (updates)

Requested changes (forgotten, added work that needs togain approval through integrated change control process)

OO

Create WBS

And Now Communicate !

= Scope Baseline !



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Create WBS

Scope

Control

Scope

Verification

Scope

Planning

Create WBS


Develop Project

Management Plan ScopeStatement

+ Scope

Management Plan

Integrated Change

Control

Scope

Definition

WBS + WBS DictionnaryWBS + WBS Dictionnary

Scope Statement (Updates)

Scope Management Plan (Updates)Requested

changes

Approved

Change

Requests



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Create WBS

WBS Dictionary Code of account unique id

SOW = Statement of Work

Deliverable(s)

List of associated activities

List of milestones

and

Responsible Organization

Start and end date

Resources required

Estimate of cost Contract information

Quality requirements

Technical references



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Create WBS

A precise description of a deliverable is called a :

A Specification

B Baseline

C Work package

D Work breakdown structrure component

Any numbering system that is used to monitor project costs by category such

as labor, supplies, or materials, for example, is called :

A Chart of accounts

B Work breakdown structure

C Universal accounting standard

D Standard accounting practices



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Create WBS

The product scope is measured against :

A Project scope

B Projet plan

C Product requirements

D Work breakdown structure

A project manager is reviewing the work breakdown structure for her project.

The WBS for the project represents :

A All the tangible items that must be delivered to the client.B All the work that must be completed for the project.

C The work that must be performed by the project team.

D All the activities of the project



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Create WBS

A new project has begun. The project charter has been written and the project

manager has been assigned. The project manager is preparing the work

breakdown structure for the project. The WBS is typically used for:

A Explaining the scope of the project relevant to the client

B The basis for organizing and defining the total scope of the projectC Showing the resource conflicts that exist in the project

D The logical relationship between tasks in the project



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Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS

Scope Verification



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Scope Verification

Definition Obtaining formal acceptance of the project scope

and deliverables by the stakeholders

Requires reviewing deliverables and work results toensure all were completed

Note Scope verification is concerned with acceptance of work

results

Quality control is concerned with correctness of work results



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Scope Verification

Inputs Scope statement

(deliverables description + acceptance criteria)

Scope management plan Work Breakdown Structure dictionary

Deliverables(fully or partially completed)

II



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Scope Verification

Tools and techniques Inspection

Measuring

Examining

Also called reviews, product

reviews, audits, walkthroughs

TT



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Scope Verification

Output

Accepted deliverables

Document accepted / non acceptedones with list of reasons

Requested changes

For review in Integrated change

control process Recommended corrective actions

OO



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Scope Verification

Scope

Control

Scope

Planning

Create WBS


Direct and Manage

project execution

Integrated Change

Control

Scope

Definition

WBS dictionnary

Scope

statement

Accepted DeliverablesAccepted Deliverables

Deliverables

+ Scope

management plan

Scope

Verification

Requested changes+ Recommended

corrective actions



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Scope Verification

Configuration management is a technique used for :

A Overall change control

B Project plan execution

C Scope planning

D Risk quantification

Due to cuts in funding, your project has terminated. The scope verification

process :

A Should be delayed until the project is completed

B Should determine the correctness of work results

C Should establish and document the level of extent of completion

D Will form a basis of the project audit



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Scope Control

Scope

Control

Scope

Definition

Scope

Verification

Scope

Planning

Create WBS



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Scope Control

DefinitionControlling changes to the project scope :

Influencing the factors which create project scope

changes (to ensure that they will be agreed upon) Controlling the impact of changes

Assuring all requested changes and

recommended corrective actions are processed

through ICC Managing actual changes when they occur



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Scope Control

Inputs Scope statement


WBS WBS dictionary

Approved change requests (documented) From an external event An error or omission in products scope definition

An error or omission in projects scope definition A value-adding change Implementing a risk response

Work performance information

Performance reports

II



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Scope Control

Tools and techniques Configuration Management System

used to provide status of the deliverables and document

requested changesrequested changes to project and product scope

Change Control system

used to define and document scope change requests

TT

Integrated Change Control



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Scope Control

Tools and techniques (contd) Variance analysis

assess magnitude of variations compared to baseline

determine the cause of variance

decide whether (recommended) corrective actioncorrective action is required

Replanning

update scope documentation to take account ofApproved change requests :Approved change requests :

Scope statement

WBS, WBS dictionary

Scope management plan Project management plan

TT

Integrated Change Control



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Scope Control

Outputs Scope statement (Updates)

WBS (Updates)

WBS dictionary (Updates)

Project management plan (Updates)

Requested changes

Must be notified to all stakeholders Recommended corrective action

Organizational process assets (Updates)

OO

Scope baseline updates



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Scope Control

Scope

Control

Scope

Planning

Create WBS


Direct and Manage

project execution

Integrated Change

Control

Scope

Definition

Scope

Verification

WBS / WBS dictionnary

Scope

statement

+ Scope

management plan

Approved

Change

Requests

Work Performance Information

Performance Reports

(from Communications)

Requested changes

WBS (U) + WBS dictionnary (U)

Project Management Plan (U)

Scope

statement (U) + Recommended corrective actions



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Scope Control

Two months into a five-month software development project, the clientapproaches your company with new specifications that forces you to perform

scope changes. You must now review the :

A Scope change control system

B Assumptions document

C Organizational policies documentD Work breakdown structure document

You have just taken control of a project in the middle of execution and need to

learn who has approval authority for revisions in scope. Which document

provides the information ?

A Resource assignement matrix

B Scope management plan

C Project charter

D Client organization chart



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Scope Control

All of the following assist in determining the impact of a scope change,

EXCEPT :

A Project charter

B Baseline

C Performance measurementD Milestones

Scope Control must be integrated with all of the following processes EXCEPT :

A Schedule

B Cost

C Procurement

D Quality



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Scope Control

A project manager is reviewing the scope of the project and the scope

baseline of the project. This includes which of the following?

A The original project schedule, budget, and scope

B The original project description and the project charter

C The original scope of the project plus or minus any scope changes

D The current budget of the project

During the course of the project it is important that the stakeholders be

informed of the progress of the project. One of the reports that is frequently

used is a progress report. Which of the following is true about progress reports

?

A They allow stakeholders to judge the performance of the project according toits plan

B They are generally considered to be overkill on very small projects

C They require the use of earned value reports

D They must be produced by the project manager



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Scope Management

Scope management means Check if youre completing all the work

No gold plating

Say no to work not included in the project

Give the customer what they asked for,

no more, no less



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Test : scope



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Scope Management

Questions ?

Documents

PMP Scope - 3rd Edition