Bob Kois PMP MBA

Project Management Basics

Scope Management

EPICPM®

Project Management Basics

Scope Management

EPICPM®

Scope ManagementScope Management

Time

Time

ResourcesResources

CostCost

Quality/TechnologyQuality/TechnologyScope

Scope ManagementScope Management

What is Project Scope Management?

“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.”*

*Source: PMBOK® p.105

Scope ManagementScope Management

In addition……

“Project scope management is primarily concerned with defining and controlling what is and is not included in the project.”*

*Source: PMBOK® p.105

Scope ManagementScope Management

PROJECT SCOPE• Defines the work

required to deliver the product, service or result.

• Completion is measured against:

- project management

plan - project scope

statement

PRODUCT SCOPE• The features and

functions that characterize the product, service or result.

• Completion is measured against the product requirements

*Source: PMBOK® p.105

Scope Management Methodology InputsScope Management Methodology Inputs

ProjectManagementMethodology

ProjectManagementMethodology

OrganizationOrganization

Work(Tasks)Work(Tasks) ToolsTools

PeoplePeople

Scope ManagementIntegrated Processes for the 21st

Century

Scope ManagementIntegrated Processes for the 21st

CenturyProject

ManagementProject

Management

ConcurrentEngineeringConcurrentEngineering

Total QualityManagementTotal QualityManagement

RiskManagement

RiskManagement

ChangeManagement

ChangeManagement

Yrs: 1990-2000

Scope Management Planning Integrated Processes

(Past, Present, and Future)

Scope Management Planning Integrated Processes

(Past, Present, and Future)

• Project management

• Total quality management

• Concurrent engineering

• Scope change management

• Risk management

• Project management

• Total quality management

• Concurrent engineering

• Scope change management

• Risk management

Yrs: 2000-2010

• Supply chain management

• Business processes

• Feasibility studies

• Cost-benefit analyses (ROI)

• Capital budgeting

• Supply chain management

• Business processes

• Feasibility studies

• Cost-benefit analyses (ROI)

• Capital budgeting

IntegratedProcesses

IntegratedProcesses

CurrentIntegratedProcesses

Scope Development with Customer =

Communication

Scope Development with Customer =

Communication

Informal

Informal

Formal

Customer Contractor

Sponsor Sponsor

Employees Employees

Project

Project

Manager Manager

Scope Development Partnership StrengthScope Development Partnership Strength

WeakWeak

Par

tner

ship

Str

engt

hP

artn

ersh

ipS

tren

gth

Matrix StrengthMatrix Strength

PeersPeersSuperior-SubordinateSuperior-

Subordinate

TechnicalUnderstanding

TechnicalUnderstanding

Command of Technology

Command of Technology

WeakWeakStrongStrong

Working RelationshipWorking Relationship

Technical CapabilityTechnical Capability

StrongStrong

Increasing Cooperation

Increasing Cooperation

Scope Management

Scope Initiating

Planning Executing

Monitoring and Controlling

Closing

Scope Knowledge Area Processes

Plan Scope Management

Collect Requirements

Define Scope

Create WBS

Validate Scope

Control Scope

Plan Scope ManagementPlan Scope Management

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

*Source: PMBOK® p.107

Collect RequirementsCollect Requirements

“The process of determining, documenting and managing stakeholders needs and requirements to meet the project objectives.”

*Source: PMBOK® p.110

Define ScopeDefine Scope

“Developing a detailed description of the project and product.”

*Source: PMBOK® p.120

Create WBSCreate WBS

“Subdividing the major project deliverables and project work into smaller, more manageable components.”

*Source: PMBOK® p.125

Validate Scope Validate Scope

“The process of formalizing acceptance of the completed project deliverables.”

*Source: PMBOK® p.133

Control ScopeControl Scope

“The process of monitoring the status of the project and product scope and managing changes to the scope baseline.”

*Source: PMBOK® p.136

WBS – ExampleWBS – Example

Create WBS Outputs

Sample Scope Management Plan

Sample Scope Management Plan

Scope Statement