pmp 02 project scope management - pmbok 5th edition

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Project Scope Management Based on PMBOK 5th Edition Waleed El-Naggar, MBA, PMP https://www.facebook.com/waleed.naggar

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Page 1: PMP 02 Project Scope Management - PMBOK 5th Edition

Project Scope Management Based on PMBOK 5th Edition

Waleed El-Naggar, MBA, PMP

https://www.facebook.com/waleed.naggar

Page 2: PMP 02 Project Scope Management - PMBOK 5th Edition

Introduction to Project Scope

Plan Scope Management

Collect Requirements

Define Scope

Create WBS

Control Scope

Validate Scope

Agenda

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Page 3: PMP 02 Project Scope Management - PMBOK 5th Edition

Scope refers to all the work involved in creating

the deliverables 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.

What is Project Scope?

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Page 4: PMP 02 Project Scope Management - PMBOK 5th Edition

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.

Product Scope vs. Project Scope

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Page 5: PMP 02 Project Scope Management - PMBOK 5th Edition

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Page 6: PMP 02 Project Scope Management - PMBOK 5th Edition

The process of creating a scope management plan that documents how the project scope will be defined, validated, and controlled.

It provides guidance and direction on scope will be managed.

5.1 Plan Scope Management

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Plan Scope Management Data Flow

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1. Project Management Plan: it defines how the

project is executed, monitored, controlled

and closed. It integrates all plan

components.

2. Project Charter

3. Enterprise Environmental Factors

4. Organizational Process Assets

Plan Scope Management: Inputs

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1. Expert Judgment: knowledgeable and

experiences parties.

2. Meetings.

Plan Scope Management: T & T

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Page 10: PMP 02 Project Scope Management - PMBOK 5th Edition

1. Scope Management Plan. It includes:

Process for preparing a detailed project scope

statement.

Process to enable the creation of WBS

Process to establish how the WBS will be

managed

Define formal acceptance criteria of

deliverables

How change requests will be applied to scope

Plan Scope Management: Output

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Page 11: PMP 02 Project Scope Management - PMBOK 5th Edition

2. Requirements Management Plan: describes how

requirements will be analyzed, documented, and

managed. It includes, but not limited to:

How requirements activities will be planned,

tracked and reported.

Configuration management activities.

Requirements prioritization process.

Product metrics

Traceability structure

Plan Scope Management: Output (2)

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Which is the BEST description of project scope?

A. All of the features and deliverables your

project will deliver

B. All of the products your project will make

C. All of the people involved in your project

D. All of the work you will do to build the

project deliverables

Quiz

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Page 13: PMP 02 Project Scope Management - PMBOK 5th Edition

The process of determining, documenting and managing stakeholder needs to meet project objectives.

The key benefit is to provide the basis for defining and managing project scope.

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.

5.2 Collect requirements

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Page 14: PMP 02 Project Scope Management - PMBOK 5th Edition

Requirements can be grouped into classifications including:

Business requirements, describe the high-level needs of

the organization as a whole.

Stakeholder requirements, describe needs of a

stakeholder or stakeholder group.

Solution requirements, describe features, functions and

characteristics of the product, service, or results.

Transition requirements, describe temporary capabilities

such as data conversion & training needs.

5.2 Collect requirements (2)

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Page 15: PMP 02 Project Scope Management - PMBOK 5th Edition

PMP - Project Scope Management 15 https://www.facebook.com/waleed.naggar

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1. Project Scope Management Plan

2. Requirements Management Plan

3. Stakeholder Management Plan

4. Project Charter

5. Stakeholder Register

Collect Requirements: Inputs

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Page 17: PMP 02 Project Scope Management - PMBOK 5th Edition

1. Interviews: meeting the stakeholders to ask

prepared and spontaneous question &

recording the responses.

Collect Requirements: T & T (1)

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Page 18: PMP 02 Project Scope Management - PMBOK 5th Edition

2. Focus groups: bring together stakeholders

and subject matter experts to learn about

their expectations and attitudes about a

proposed product,

service or result.

Collect Requirements: T & T (1)

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3. Facilitated Workshops: Focused session with

key cross-functional stakeholders to define

product requirements.

4. Group Creativity Techniques:

Brainstorming

Nominal Group

Idea/Mind Mapping

Affinity Diagram

Multi-criteria decision analysis

Collect Requirements: T & T (2)

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Mind Map

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Affinity Diagram

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5. Group Decision Making Techniques

Unanimity

Majority

Plurality

Dictatorship

6. Questionnaire and Surveys

7. Observations

8. Prototypes

Collect Requirements: T & T (3)

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9. Benchmarking

10.Context Diagrams

11. Document Analysis

Collect Requirements: T & T (4)

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1. Requirements Document

Business Requirements

Stakeholder requirements

Solution requirements

Project requirements

Transition requirements

2. Requirements Traceability Matrix

Collect Requirements: Outputs

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Sample Requirements Traceability Matrix

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The best tool in collecting requirements for a

cross-functional project is:

A. Facilitated Workshops

B. Interviews

C. Surveys

D. Brainstorming

Quiz

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The process of developing a detailed description

of the project and product.

5.3 Define Scope

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Define Scope Data Flow

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1. Scope Management Plan

2. Project charter

3. Requirements Document

4. Organizational Process Assets

Procedures & Templates

Historical Data

Lessons learned from old Projects

Define Scope: Inputs

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1. Expert Judgment

2. Product Analysis

3. Alternatives Identification

4. Facilitated workshops

Define Scope: T & T

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Page 31: PMP 02 Project Scope Management - PMBOK 5th Edition

1. Scope Statement: describes project’s

deliverables and the work required to create

those deliverables. It includes

Product scope description

Deliverables’ Acceptance Criteria

Project Deliverables

Project Exclusion

Project Assumptions

Constraints

Define Scope: Outputs (1)

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Elements of

Project

Charter and

Scope

Statement

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2. Project Documents Updates: may include,

but not limited to:

Stakeholder register

Requirements Documents

Requirements Traceability Matrix

Define Scope: Outputs (2)

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Page 34: PMP 02 Project Scope Management - PMBOK 5th Edition

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 scope statement is the base of WBS creation

Quiz

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Page 35: PMP 02 Project Scope Management - PMBOK 5th Edition

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.

5.4 Create WBS

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Create WBS Data Flow

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Sample WBS

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Sample WBS

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Sample

WBS

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1. Scope Management Plan

2. Project Scope Statement

3. Requirements Document

4. Enterprise Environmental Factors

5. Organizational Process Assets

Create WBS: Inputs

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Page 41: PMP 02 Project Scope Management - PMBOK 5th Edition

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.

2. Expert Judgment

Create WBS: T & T

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1. Scope Baseline

Project Scope Statement

WBS

WBS Dictionary

2. Project Documents updates

Create WBS: Outputs

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Page 43: PMP 02 Project Scope Management - PMBOK 5th Edition

WBS Dictionary may include (but not limited to) Code of Account Identifier

Description of work

Assumptions and Constraints

Schedule Milestone

Resource required

Cost Estimate

Acceptance criteria

Quality Requirements

Create WBS: Outputs (2)

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Page 44: PMP 02 Project Scope Management - PMBOK 5th Edition

Control

Accounts,

Work

Packages

and

Activities

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Page 45: PMP 02 Project Scope Management - PMBOK 5th Edition

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

Quiz

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Page 46: PMP 02 Project Scope Management - PMBOK 5th Edition

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

Quiz

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Page 47: PMP 02 Project Scope Management - PMBOK 5th Edition

The work breakdown structure can best be thought of

as an effective aid for ___________ communication

A. Team

B. PMO

C. Customer

D. Stakeholders

Quiz

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Page 48: PMP 02 Project Scope Management - PMBOK 5th Edition

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.

5.5 Validate Scope

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Validate Scope: Data Flow Diagram

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1. Project Management Plan

2. Requirements Documentation

3. Requirements Traceability Matrix

4. Validated Deliverables

5. Work Performance Data

Validate Scope: Inputs

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1. Inspection: measuring, examining, and

validating to determine whether work and

deliverables meet requirements and product

acceptance criteria. Inspections may be called

reviews, audits, and walkthroughs.

2. Group Decision Making Techniques

Validate Scope: T & T

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1. Accepted Deliverables

2. Change Requests

3. Work Performance Information

4. Project Document Updates

Validate Scope: Outputs

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Page 53: PMP 02 Project Scope Management - PMBOK 5th Edition

Which of the following is an output of scope

verification?

A. WBS template

B. Rework

C. Formal acceptance

D. SOW acceptance

Quiz

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Page 54: PMP 02 Project Scope Management - PMBOK 5th Edition

Monitoring the status of the project &

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.

Uncontrolled changes are often referred to as

project scope creep.

5.6 Control Scope

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Control

Scope

Data

Flow

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1. Project Management Plan

Scope baseline

Scope management plan

Change management plan

Configuration management plan

Requirements management plan

2. Requirements Documentation

Control Scope: Inputs (1)

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3. Requirements Traceability Matrix

4. Work Performance Data

5. Organizational Process Assets

Control Scope: Inputs (2)

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1. Variance Analysis

Analyze performance measurements to assess

the variation from the baseline scope. Analysis

should determine the cause and degree of

variance.

Control Scope: T & T

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1. Work Performance Information

2. Change Requests

3. Project Management Plan Updates

4. Project Document Updates

5. Organizational Process Asset Updates

Control Scope: Outputs

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Page 60: PMP 02 Project Scope Management - PMBOK 5th Edition

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.

Quiz

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Page 61: PMP 02 Project Scope Management - PMBOK 5th Edition

Which of the following is the KEY attribute of scope

validation?

A. More complete project scope management plan

B. Customer acceptance of project deliverables

C. Improved schedule estimates

D. An improved project management information

system.

Quiz

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[email protected]

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