PMBOK: Project Scope Management (SM) Knowledge Area. my perspective. Razvan Radulian. President Why-What-How Consulting, LLC

Transcription

1 PMBOK: Project Scope Management (SM) Knowledge Area my perspective Razvan Radulian President Why-What-How Consulting, LLC

2 Some definitions The rest of the world Out-of-scope Scope In general terms sets a boundary, limits, or range In-scope vs. Out-of-scope vs. The rest of the world In-scope Product Scope (primary focus of Business Analysis/Requirements) = the features and functions that characterize a product, service, or result Project Scope (primary focus of Project Management) = the work that needs to be accomplished to deliver a product, service, or result with the specified features and functions Note about PMBOK s use of terms: Scope = Project Scope (but, sometimes, Scope = Project + Product Scope) Product = Product, Service, or Result Management = Plan, Define, Execute, Monitor & Control, Close Scope + Management = Scope Management PMBOK: 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.

3 Why do it? Strong interdependency between Product and Project Scope: Product Scope determines Project Scope Project Scope implements and constraints Product Scope Without Product Scope it would be impossible to: Agree on what the product should be (the Requirements) Verify if the Product meets its Requirements Note: think in terms of Features & Functions Without Project Scope it would be impossible to: Determine & agree on the work that needs to be done to deliver the product (within scope) and the work that should stay out of scope Plan, Execute, Monitor and Control the Project Work (and its Product deliverables) Note: think in terms of Activities, Resources, Schedules, Costs

4 Project Scope Management Process Flow (PMBOK Fig 5-2, page 106) Develop Project Charter Develop Preliminary Project Scope Statement Enterprise Environmental Factors Organizational Process Assets Project Charter Preliminary Project Scope Stmnt Project Scope Management Plan Project Scope Statement, Project Scope Management Plan (updates) Scope Planning Scope Definition Create WBS Project Management Plan Approved Change Requests Develop Project Management Plan Approved Change Requests, Approved Corrective Actions Requested Changes Scope baseline (WBS+WBS Dictionary+Project Scope Statement, Project Scope Management Plan (updates) Direct and Manage Project Execution Deliverables Work Performance Information Verify Scope Requested Changes Requested Changes, Recommended Corrective Actions Performance Reporting Close Project Performance Reports Organizational Process Assets (updates) Scope Control Accepted Deliverables Integrated Change Requested Changes, Control Recommended Corrective Actions, Project Management Plan (updates), Scope baseline (updates) = WBS + WBS Dictionary + Project Scope Statement

5 PM Framework: SM s relationships with other KA Key Inputs: Project Charter (from Initiation) Preliminary Project Scope Statement (from Initiation) Project Management Plan (from Planning) Deliverables (from Execution) Work Performance Information (from Monitoring & Control) Approved Change Requests (from Monitoring & Control) Performance Reports (from Monitoring & Control) Key Outputs: Project Scope Management Plan (as part of Project Management Plan) Project Scope Baseline: Project Scope Statement WBS WBS Dictionary Note: horizontal axis on Figure 5-2 of PMBOK (page 106)

6 Tip: Develop language agility Scope Planning (PMBOK) = Develop/update Project Scope Management Plan = Plan Project Scope Management Scope Definition (PMBOK) = Develop/update Project Scope Statement = Define Scope (high level) Create WBS (PMBOK) = Create/update WBS = Breakdown Project Work into Work Packages and WBS Dictionary (detailed level) Scope Verification (PMBOK) = Verify Project Scope Scope Control (PMBOK) = Monitor and Control Project Scope (changes) Note: Apparently, PMI finally heard my bickering PMBOK4 uses the new process naming convention (<action> <subject>). Thanks

7 Project Scope Management s relationships with other Knowledge Areas Develop Project Charter Develop Preliminary Project Scope Statement Plan Scope Management Develop Project Management Plan Direct and Manage Project Execution Define Project Scope (PSS) Breakdown the Scope (WBS) Verify Scope Control Scope Integrated Change Control Report Performance Close Project

8 PM/(p)SM Framework: key processes/components 1. INITIATING ( pre -Project Scope): Develop Project Charter (PC) [KA:Integration, not SM!] Develop Preliminary Project Scope Statement (p-pss) [KA:Integration, not SM!] 2. PLANNING: Plan (or update) Project Scope Project Scope Management Plan Define (or update) Project Scope Project Scope Statement Create (or update) WBS WBS, WBS Dictionary PROJECT SCOPE BASELILNE = Project Scope Statement (PSS) + WBS + WBS Dictionary 3. EXECUTION: Direct and Manage Project (Work) Execution [KA:Integration, not SM!] 4. MONITORING & CONTROL: Verify Project Scope Accepted Project Work, Requests to change Requests to change Project Scope Control Project Scope ICC 5. CLOSING: no SM work! Note: vertical axis on Figure 5-2 of PMBOK (page 106)

9 Project Scope Management, Knowledge Areas, Process Groups INITIATION Develop Project Charter Project Charter Develop Preliminary Project Scope Statement Preliminary Project Scope Statement PLANNING Project Scope Management Plan Plan Scope Management Develop Project Management Plan Define Scope Project Scope Baseline = Project Scope Statement + WBS + WBS Dictionary EXECUTION MONITORING & CONTROL Report Performance Project Scope Statement Direct & Manage Project Execution WBS, WBS Dictionary Performance Information Breakdown Scope into Work Packages Product & Project Deliverables Verify Scope Acceptance, Deviations Control Scope Requested Changes, Recommended Corrective Actions Approved Change Requests & Corrective Actions Integrated Change Control CLOSING Close Project

10 Key concept ( worth repeating) Project Scope Statement + WBS + WBS Dictionary = Project Scope Baseline

11 Remember Progressive Elaboration: Iterative Incremental Cycles: 1 st : establish Baseline(s) 2 nd -n th : maintain/update baseline(s), ICC