Chapter 5 Project Scope Management (PMBOK Guide)

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1 Chapter 5 Project Scope Management (PMBOK Guide) h d j bi Mohammad A. Rajabi Dept. of Geomatics Eng., University of Tehran Tel: , Cell: Homepage:

2 Table of Content Guide to PMBOK Mohammad A. Rajabi 2

3 Introduction Processes to ensure that all work required, and only the work required for completing the project successfully What is included/what is not included Collect requirement Define scope Create WBS Verify scope Control scope Guide to PMBOK Mohammad A. Rajabi 3

4 Guide to PMBOK Mohammad A. Rajabi 4

5 5.1 Collect Requirement Defining and documenting stakeholders Analyzing their requirements Guide to PMBOK Mohammad A. Rajabi 5

6 Inputs, Tools & Techniques, Outputs Guide to PMBOK Mohammad A. Rajabi 6

7 Data Flow Guide to PMBOK Mohammad A. Rajabi 7

8 Inputs Project charter High level requirements High level product description Stakeholder register Guide to PMBOK Mohammad A. Rajabi 8

9 Tools & Techniques Interviews Formal/informal, one on one Focus groups Pre qualified stakeholders & subject matter experts Facilitated workshop Cross functional stakeholders Group creativity techniques Guide to PMBOK Mohammad A. Rajabi 9

10 Tools & Techniques Brainstorming Nominal group technique (voting for the rank ideas) The Delphi techniques (experts answer questionnaires) Idea/mind mapping g( (commonality/differences) Affinity diagram (ideas sorted into groups) Group decision making techniques Unanimity Majority Plurality Dictatorship Guide to PMBOK Mohammad A. Rajabi 10

11 Tools & Techniques Questionnaires and surveys Observations Prototypes Guide to PMBOK Mohammad A. Rajabi 11

12 Outputs Requirement documentation Unambiguous (measurable & testable), Traceable, Consistent, Acceptable to key stakeholders Business needs Business/project objectives Functional/non functional requirements Acceptance criteria Business rules Impacts to other areas of organization Support & training requirements Assumptions & constraints Guide to PMBOK Mohammad A. Rajabi 12

13 Outputs Requirements Management Plans How requirement activities are planned, tracked & reported Configuration Management Requirement prioritization Product metrics Traceability structure Requirements Traceability Matrix Business needs, opportunities, goals, objectives Project objectives Project scope/wbs deliverables Product design Product development Test strategy/test scenarios High level requirements to more detailed requirements Guide to PMBOK Mohammad A. Rajabi 13

14 5.2 Define Scope Guide to PMBOK Mohammad A. Rajabi 14

15 Data Flow Guide to PMBOK Mohammad A. Rajabi 15

16 Inputs Project charter Requirements documentation Organizational Process Assets Policies, procedures, templates Project files from past projects Lesson learned Guide to PMBOK Mohammad A. Rajabi 16

17 Expert tjudgment Tools & Techniques Other units in the organization Consultants Stakeholders Professional/technical associations Industry groups Subject matter experts Product analysis Alternatives identification Facilitated workshops Guide to PMBOK Mohammad A. Rajabi 17

18 Outputs Project scope statement t t Scope description Acceptance criteria Deliverables Exclusions Constraints Assumptions Project document updates Stakeholder register Requirements documentation Requirements traceability matrix Guide to PMBOK Mohammad A. Rajabi 18

19 5.3 Create WBS Guide to PMBOK Mohammad A. Rajabi 19

20 Data Flow Guide to PMBOK Mohammad A. Rajabi 20

21 Inputs Project scope statement Requirements documentation Organizational process assets Policies, procedures, templates Project files from past projects Lesson learned Guide to PMBOK Mohammad A. Rajabi 21

22 Tools &Techniques Decomposition Identifying and analyzing deliverables Structuring and organizing the WBS Decomposing high level WBS into low level level components Developing and assigning i identification ifi i codes Verifying the degree of decomposition Guide to PMBOK Mohammad A. Rajabi 22

23 Sample WBS (by work package) Guide to PMBOK Mohammad A. Rajabi 23

24 Sample WBS (by phase) Guide to PMBOK Mohammad A. Rajabi 24

25 Sample WBS (by deliverables) Guide to PMBOK Mohammad A. Rajabi 25

26 Outputs WBS WBS dictionary Code of identifier Description of work Responsible organization List of scheduled d milestone Associated schedule activities Resources required Cost estimates Quality requirements Acceptance criteria i Technical references Contract information Guide to PMBOK Mohammad A. Rajabi 26

27 Outputs Scope baseline Project scope statement WBS WBS dictionary Project document updates Guide to PMBOK Mohammad A. Rajabi 27

28 5.4 Verify Scope Guide to PMBOK Mohammad A. Rajabi 28

29 Data Flow Guide to PMBOK Mohammad A. Rajabi 29

30 Inputs Project Management Plan Project scope statement WBS WBS dictionary Requirement Documentation Requirement traceability Matrix Validated deliverables Guide to PMBOK Mohammad A. Rajabi 30

31 Tools & Techniques Inspection Measuring, examining, verifying work vs. requirements & acceptable criteria Guide to PMBOK Mohammad A. Rajabi 31

32 Outputs Acceptable deliverables Change requests Project document updates Guide to PMBOK Mohammad A. Rajabi 32

33 Control Scope Guide to PMBOK Mohammad A. Rajabi 33

34 Data Flow Guide to PMBOK Mohammad A. Rajabi 34

35 Inputs Project management plan Scope baseline Scope management plan Change management plan Configuration management plan Requirement management plan Work performance information Requirements documentation Requirements traceability matrix Organizational process assets Existing formal/informal scope control policies, procedures Monitoring/reporting methods Guide to PMBOK Mohammad A. Rajabi 35

36 Tools & Techniques Variance analysis Determining cause and degree of variance vs. scope baseline Corrective/preventive actions Guide to PMBOK Mohammad A. Rajabi 36

37 Outputs Work performance measurements Organizational Process Assets updates Causes of variances Corrective action chosen, reasons Lesson learned Change requests Project management plan updates Scope baseline updates Other baseline (cost, schedule, ) updates Project document updates Guide to PMBOK Mohammad A. Rajabi 37

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