Project Scope Management Based on PMBOK 5th Edition
Waleed El-Naggar, MBA, PMP
https://www.facebook.com/waleed.naggar
Introduction to Project Scope
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Control Scope
Validate Scope
Agenda
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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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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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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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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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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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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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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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Co
llec
t R
equ
irem
ents
Da
ta F
low
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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1. Interviews: meeting the stakeholders to ask
prepared and spontaneous question &
recording the responses.
Collect Requirements: T & T (1)
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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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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
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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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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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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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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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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Control
Accounts,
Work
Packages
and
Activities
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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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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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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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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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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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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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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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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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