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Chapter

4:
Project Scope Management
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What is Project
Scope Management
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

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Product scope vs.


Project scope
Product scope: the features and functions that
characterize a product, service, or result
Project scope: the work that must be
performed to deliver a product, service or
result with the specified features and functions
Project Scope Management deals with
managing both the product scope, as well as
the project scope
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Processes
Initiating Planning process Executing Monitoring &
process group
process
controlling
group
group
process group

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Plan Scope

Management

Validate
Scope

Collect
Requirements

Control
Scope

Define Scope

Create WBS

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Closing
process
group

Plan scope
management
The process of creating a scope management
plan that documents how the project scope
will be defined, validated, and controlled.

A Guide to the Project Management Body of Knowledge, Fifth Edition (PMBOK Guide) 2013 Project Management
Institute, Inc. All Rights Reserved. Figure 5-4 Page 111.
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Collect requirement
The process of defining and documenting all
Stakeholders needs to meet the project objectives.
This process is critical to project success.

A Guide to the Project Management Body of Knowledge, Fifth Edition (PMBOK Guide) 2013 Project Management
Institute, Inc. All Rights Reserved. Figure 5-2 Page 120.
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Important ITTOs

Focus groups
Facilitated workshops
Group creativity techniques
Group decision-making techniques
Context diagrams
Requirement traceability matrix

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Focus group vs.


Facilitated workshop
Focus groups are gathering pre-qualified SME and
stakeholders to collect feedback from these
individuals.
Facilitated workshops are focused sessions that
bring key stakeholders together to define product
requirements. Workshops are considered a
primary technique for quickly defining cross-
functional requirements and reconciling
stakeholder differences.
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Group creativity vs.


Group Decision Making
Group Creativity Techniques

Brainstorming
Nominal group technique
Idea/Mind mapping
Affinity diagram
Multi-criteria decision analysis

Group Decision Making Techniques


Unanimity
Majority
Plurality
Dictatorship

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Delphi Technique
One way to reach unanimity is the Delphi
technique, in which a selected group of experts
answers questionnaires and provides feedback
regarding the responses from each round of
requirements gathering. The responses are only
available to the facilitator to maintain anonymity.
The Delphi Technique is useful in 2 scenarios:
When there are many experts involved, and
consensus is not likely to happen quickly.
When the experts are geographically spread out.
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Context diagram
Context diagrams visually depict the product scope by
showing a business system (process, equipment,
computer system, etc.), and how people and other
systems (actors) interact with it.

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Requirement
traceability matrix (RTM)

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Define scope
The process of developing a detailed
description of the project and product.

A Guide to the Project Management Body of Knowledge, Fifth Edition (PMBOK Guide) 2013 Project Management
Institute, Inc. All Rights Reserved. Figure 5-7 Page 120.
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Important ITTOs

Product analysis
Alternatives generation
Facilitated workshop
Project scope statement

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Product analysis,
Alternatives generation
Product analysis includes techniques such as
product breakdown, systems analysis,
requirements analysis, systems engineering,
value engineering, and value analysis.
Alternatives generation is a technique used to
develop as many potential options as possible
in order to identify different approaches to
execute and perform the work of the project.
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Facilitated workshop
The participation of key players with a variety
of expectations and/or fields of expertise in
these intensive working sessions helps to reach
a cross-functional and common understanding
of the project objectives and its limits.

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Project scope
statement
The detailed project scope statement includes
the following:
Product scope description: Progressively elaborates
the characteristics of the product, service, or result
described in the project charter and requirements
documentation.

Acceptance criteria, deliverables


Project exclusion
Constraints, assumptions.
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Create WBS
The process of subdividing project deliverables and project
work into smaller, more manageable components. The key
benefit of this process is that it provides a structured vision of
what has to be delivered.

A Guide to the Project Management Body of Knowledge, Fifth Edition (PMBOK Guide) 2013 Project Management
Institute, Inc. All Rights Reserved. Figure 5-9 Page 125.
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Important ITTOs
Decomposition
Scope baseline

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Decomposition

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Decomposition
Involves the team to create team buy-in
Rule 100%: the total of the work at the lowest levels
should roll up to the higher levels so that nothing is
left out and no extra work is performed
Decompose until the lowest work unit cannot be
logically sub-divided further AND/OR it can be
estimated with reasonably accurately. Work package
is the lowest level of WBS.
Control account: a level within the WBS at which
management wishes to exercise control; e.g.
perform earned value analysis, track performance,
etc
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Scope baseline
Scope baseline comprises of:
Project scope statement
Works Breakdown Structure (WBS): breaks the project
scope into smaller and more manageable pieces called
work packages. Each level of the WBS is a smaller piece
of the level above
WBS Dictionary: is created to add details to the work
packages.

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Validate scope
The 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.

A Guide to the Project Management Body of Knowledge, Fifth Edition (PMBOK Guide) 2013 Project Management
Institute, Inc. All Rights Reserved. Figure 5-14 Page 133.
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Validate scope
Deliverables

Direct and Manage


Project Execution

Verified
deliverables

Control
Quality
Verification

Validate
Scope

Accepted
deliverables

Close
Project

Acceptance
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Control scope
The process of monitoring the status of the
project and product scope and managing
changes to the scope baseline.

A Guide to the Project Management Body of Knowledge, Fifth Edition (PMBOK Guide) 2013 Project Management
Institute, Inc. All Rights Reserved. Figure 5-16 Page 136.
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Control Scope
2 key activities:
Preventing scope creep: people randomly add to the
project scope.

Preventing gold plating: doing more than is required


on the project.
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Summary
Product scope vs. project scope
Terms/concepts: scope baseline, WBS, WBS dictionary,
team buy-in, rule 100%, work package, RTM, scope
creep, gold-plating.
Scope baseline comprises of project scope statement,
WBS, WBS dictionary.
Focus Group, Facilitated workshop, Context diagram,
Group Decision Making Techniques (Unanimity,
Majority, Plurality, Dictatorship), Delphi technique,
Group Creativity Techniques (Nominal group
technique, Affinity diagram).
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