Professional Documents
Culture Documents
5 - Scope Management
5 - Scope Management
• Requirements Document
• Scope Statement
• WBS
• Scope Control
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Hammam Alkouz, PMP®
Why Scope Management?
• Scope Creep
• Scope Change
• Uncomplete Scope
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Hammam Alkouz, PMP®
Monitoring &
Controlling Processes
Planning
Processes
Executing
Processes
Process
Knowledge Area Monitoring &
Initiating Planning Executing Closing
Control
Plan Scope Management
Verify Scope
Collect Requirements
Scope (Validate)
Define Scope
Control Scope
Create WBS
Hammam Alkouz, PMP®
Project Scope Management
Process to ensure that the project includes all-and-only the
work required, to complete the project successfully
Product Scope:
The features and functions that characterize a product, service, or result.
Completion of the product scope is measured against the product
requirements.
Project Scope:
The work performed to deliver a product, service, or result with the
specified features and functions.
The term project scope is sometimes viewed as including product scope.
Completion of the project scope is measured against the project
management plan.
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Hammam Alkouz, PMP®
5.1 Plan Scope Management
The process of creating a scope management plan that
documents how the project will be defined, validated and
controlled. The key benefit of this process is to prove
guidance on how scope will be managed.
Project requirements describe the actions, processes etc. that the project
needs to meet.
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Hammam Alkouz, PMP®
Collect Requirement Techniques (1)
INTERVIEWS: Directly talk with stakeholders
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Hammam Alkouz, PMP®
Affinity Diagram
Requirement sorted into groups by similarities
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Hammam Alkouz, PMP®
Collect Requirement Techniques (3)
QUESTIONNAIRE AND SURVEYS: wide number of respondents
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Hammam Alkouz, PMP®
Context Diagram
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Hammam Alkouz, PMP®
Balance Stakeholder’s Requirement
There is a need to balance stakeholder’s requirement
Some issue are so complex they cannot be resolved by PM alone
• Facilitate the resolution of competing requirement, consider:
business case,
project charter,
project scope statement,
project constraints
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Hammam Alkouz, PMP®
Requirement Document
Output of the Collect Requirement process
Helps make sure the requirements clear and unambiguous.
describes how individual requirements meet the business need for the project.
Requirements may start out at a high-level and become progressively more
detailed as more is known.
Rule of thumb
Specific (Unambiguous)
Measurable (How will we know we have finished?)
Achievable (Can we do it?)
Relevant (Is it the right thing to do?)
Timed (When will we do it?)
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Hammam Alkouz, PMP®
Requirement Traceability Matrix
It is a table that links requirements to their origin and traces them
throughout the project life cycle. It helps to ensure that each requirement
adds business value by linking it to the business and project objectives.
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Hammam Alkouz, PMP®
5.3 Define Scope
Process of developing a detailed description of the project and product
Project scope statement may includes product scope, deliverables, product
acceptance criteria, out of scope, additional risk, constraints & assumptions
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Hammam Alkouz, PMP®
Define Scope
Concern with what is and is not included in the project and its
deliverables
You should maintain a realistic schedule and budget that can
achieve the project’s scope
Iteration process should be done to maintain it
Looking for options to adjust the project
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Hammam Alkouz, PMP®
Project Scope Statement
The primary result of the Define Scope process
Along with the WBS and WBS dictionary, comprise the scope baseline is part
of project management plan.
May includes:
Product scope
Deliverables
Product acceptance criteria
What is not part of the project (out of scope)
Additional risks
Constraints and assumptions :
Constraints: factors that limit the team’s options
Assumptions: Things that assumed to be true (may not be true)
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Hammam Alkouz, PMP®
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Hammam Alkouz, PMP®
5.4 Create WBS
Process of subdividing project deliverables and project work into
smaller, more manageable components.
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Hammam Alkouz, PMP®
Create WBS
WBS includes the project management works.
Work package: lowest level WBS component
which can be scheduled, cost estimated,
monitored and controlled.
WBS Structure can be organized by
Phases
Major deliverables
Subprojects e.g. contracted work
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Hammam Alkouz, PMP®
Create WBS - Cont
Beware of excessive decomposition. It can lead to non-
productive management effort, inefficient use of resources
(performing work)
Control account: management control point for performance
measurement (one or more work packages)
WBS dictionary provides more detailed components, e.g.
description of work, responsible organization, acceptance
criteria
Agreed Scope baseline includes project scope statement,
WBS, WBS dictionary
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Hammam Alkouz, PMP®
Create WBS
WBS
100% rule: WBS includes 100% of the work defined by project
scope and capture ALL deliverables (external, internal, interim)
in term of work to be completed including project
management.
WBS creation method:
Top-Down
Bottom up
WBS Standard
WBS Templates
Don’t mind with WBS view
Outline View
Tabular View
Tree structure view (vertical, horizontal, centralized)
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Hammam Alkouz, PMP®
WBS Dictionary Sample
Includes (but not limited to): Resource required
Code of account identifier Cost estimates
Description of work Quality requirements
Responsible organization Acceptance criteria
List of schedule milestone Technical references
Associated schedule activities Contract Information
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Hammam Alkouz, PMP®
WBS Dictionary Sample (2)
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Hammam Alkouz, PMP®
WBS Dictionary Sample (3)
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Hammam Alkouz, PMP®
5.4 Validate Scope (Verify)
Process of formalizing acceptance of the completed
project deliverables.
The key benefit of this process is that it brings objectivity to the acceptance process and
increases the chance of final product, service, or result acceptance by validating each deliverable
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Hammam Alkouz, PMP®
Validate Scope (Verify)
• Different with quality control which concerned with correctness of
deliverables. Can be performed before or parallel
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Hammam Alkouz, PMP®
Control Scope
Perform Variance Analysis:
comparing the work being done (Actual)
to the scope baseline. When there is
a difference between the two, that’s variance
Avoid Gold Plating: Giving the Client extra work for free.
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Hammam Alkouz, PMP®
Control Scope
Need for scope Potential impact to scope
change during found in Control Cost, Control
Relation with Control Scope Schedule, etc.
Perform Integrated
Change Control Perform
Integrated Change Control
Process * Accept or reject the change? *
Return to Control
Scope to process
the approved
change
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Hammam Alkouz, PMP®
Q&A
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Hammam Alkouz, PMP®