Chapter p 5 Project Scope Management (PMBOK Guide)

Mohammad h d A. Rajabi j bi Dept. of Geomatics Eng., University of Tehran Tel: +98 21 8833 4341, Cell: +98 912 132 5823 Email: marajabi@ut.ac.ir Homepage: http://www.marajabi.com

Table of Content

Guide to PMBOK

Mohammad A. Rajabi

Introduction
Processes to ensure that h all ll work k required, i d and d only the work required for completing the project successfully f ll What is included/what is not included Collect requirement Define scope Create WBS Verify scope Control scope
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Guide to PMBOK

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5 1 Collect Requirement 5.1

Defining and documenting stakeholders Analyzing their requirements

Guide to PMBOK

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Inputs, Tools & Techniques, Outputs

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Data Flow

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Inputs
Project charter
High g level requirements q Highlevel product description

Stakeholder St k h ld register it

Guide to PMBOK

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Tools & Techniques

Interviews
Formal/informal, / , oneonone

Focus groups
Pre P qualified lifi d stakeholders k h ld & subject bj matter experts

Facilitated workshop
Crossfunctional stakeholders

Group creativity techniques

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Tools & Techniques

Brainstorming Nominal group technique (voting for the rank ideas) The Delphi techniques (experts answer questionnaires) Idea/mind / mapping pp g ( (commonality/differences) y/ ) Affinity diagram (ideas sorted into groups)

Group decision making techniques

Unanimity Majority Plurality Dictatorship
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Tools & Techniques

Questionnaires and surveys Observations Prototypes

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Outputs
Requirement documentation
Unambiguous (measurable & testable), Traceable, Consistent, Acceptable to key stakeholders Business needs Business/project objectives Functional/nonfunctional requirements Acceptance criteria Business rules Impacts to other areas of organization Support & training requirements Assumptions & constraints
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Outputs
Requirements Management Plans
How requirement activities are planned, planned tracked & reported Configuration Management Requirement prioritization Product metrics Traceability structure Business needs, opportunities, goals, objectives Project objectives Project scope/WBS deliverables Product design Product development Test strategy/test scenarios Highlevel requirements to more detailed requirements
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Requirements Traceability Matrix

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5 2 Define Scope 5.2

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Data Flow

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Inputs
Project charter Requirements documentation Organizational Process Assets
Policies, procedures, templates Project j files from p past p projects j Lesson learned

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Tools & Techniques

Expert E tj judgment d t
Other units in the organization Consultants Stakeholders Professional/technical associations Industry groups Subject matter experts

Product analysis Alternatives identification Facilitated workshops

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Outputs
Project P j t scope statement t t t
Scope description Acceptance criteria Deliverables Exclusions Constraints Assumptions

Project document updates

Stakeholder register Requirements documentation Requirements q traceability y matrix
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5 3 Create WBS 5.3

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Data Flow

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Inputs
Project scope statement Requirements documentation Organizational process assets
Policies, procedures, templates Project j files from p past p projects j Lesson learned

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Tools &Techniques
Decomposition
Identifying y g and analyzing y g deliverables Structuring and organizing the WBS Decomposing highlevel WBS into lowlevel components Developing l i and d assigning i i id identification ifi i codes d Verifying the degree of decomposition

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Sample WBS (by work package)

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Sample WBS (by phase)

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Sample WBS (by deliverables)

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Outputs
WBS WBS dictionary
Code of identifier Description of work Responsible organization Li of List f scheduled h d l d milestone il Associated schedule activities Resources required q Cost estimates Quality requirements A Acceptance t criteria it i Technical references Contract information
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Outputs
Scope baseline
Project j scope p statement WBS WBS dictionary

Project document updates

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5 4 Verify Scope 5.4

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Data Flow

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Inputs
Project Management Plan
Project j scope p statement WBS WBS dictionary

Requirement Documentation Requirement traceability Matrix Validated deliverables

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Tools & Techniques

Inspection
Measuring, g, examining, g, verifying y g work vs. requirements & acceptable criteria

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Outputs
Acceptable deliverables Change requests Project document updates

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Control Scope

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Data Flow

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Inputs
Project P j t management t plan l
Scope baseline Scope management plan Change management plan Configuration management plan Requirement management plan

Work performance information Requirements documentation Requirements traceability matrix Organizational l process assets
Existing formal/informal scope control policies, procedures Monitoring/reporting methods

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Tools & Techniques

Variance analysis
Determining g cause and degree g of variance vs. scope baseline Corrective/preventive actions

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Outputs
Work W k performance f measurements t Organizational Process Assets updates
Causes of f variances Corrective action chosen, reasons Lesson learned

Change requests Project P j t management t plan l updates d t

Scope baseline updates Other baseline (cost, (cost schedule, schedule ) ) updates

Project document updates

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