bob kois pmp mba project management basics scope management epicpm ®
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Bob Kois PMP MBA
Project Management Basics
Scope Management
EPICPM®
Project Management Basics
Scope Management
EPICPM®
Scope ManagementScope Management
Time
Time
ResourcesResources
CostCost
Quality/TechnologyQuality/TechnologyScope
Scope ManagementScope Management
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.”*
*Source: PMBOK® p.105
Scope ManagementScope Management
In addition……
“Project scope management is primarily concerned with defining and controlling what is and is not included in the project.”*
*Source: PMBOK® p.105
Scope ManagementScope Management
PROJECT SCOPE• Defines the work
required to deliver the product, service or result.
• Completion is measured against:
- project management
plan - project scope
statement
PRODUCT SCOPE• The features and
functions that characterize the product, service or result.
• Completion is measured against the product requirements
*Source: PMBOK® p.105
Scope Management Methodology InputsScope Management Methodology Inputs
ProjectManagementMethodology
ProjectManagementMethodology
OrganizationOrganization
Work(Tasks)Work(Tasks) ToolsTools
PeoplePeople
Scope ManagementIntegrated Processes for the 21st
Century
Scope ManagementIntegrated Processes for the 21st
CenturyProject
ManagementProject
Management
ConcurrentEngineeringConcurrentEngineering
Total QualityManagementTotal QualityManagement
RiskManagement
RiskManagement
ChangeManagement
ChangeManagement
Yrs: 1990-2000
Scope Management Planning Integrated Processes
(Past, Present, and Future)
Scope Management Planning Integrated Processes
(Past, Present, and Future)
• Project management
• Total quality management
• Concurrent engineering
• Scope change management
• Risk management
• Project management
• Total quality management
• Concurrent engineering
• Scope change management
• Risk management
Yrs: 2000-2010
• Supply chain management
• Business processes
• Feasibility studies
• Cost-benefit analyses (ROI)
• Capital budgeting
• Supply chain management
• Business processes
• Feasibility studies
• Cost-benefit analyses (ROI)
• Capital budgeting
IntegratedProcesses
IntegratedProcesses
CurrentIntegratedProcesses
Scope Development with Customer =
Communication
Scope Development with Customer =
Communication
Informal
Informal
Formal
Customer Contractor
Sponsor Sponsor
Employees Employees
Project
Project
Manager Manager
Scope Development Partnership StrengthScope Development Partnership Strength
WeakWeak
Par
tner
ship
Str
engt
hP
artn
ersh
ipS
tren
gth
Matrix StrengthMatrix Strength
PeersPeersSuperior-SubordinateSuperior-
Subordinate
TechnicalUnderstanding
TechnicalUnderstanding
Command of Technology
Command of Technology
WeakWeakStrongStrong
Working RelationshipWorking Relationship
Technical CapabilityTechnical Capability
StrongStrong
Increasing Cooperation
Increasing Cooperation
Scope Management
Scope Initiating
Planning Executing
Monitoring and Controlling
Closing
Scope Knowledge Area Processes
Plan Scope Management
Collect Requirements
Define Scope
Create WBS
Validate Scope
Control Scope
Plan Scope ManagementPlan Scope Management
“The process of creating a scope management plan that documents how the project will be defined, validated and controlled.”
*Source: PMBOK® p.107
Collect RequirementsCollect Requirements
“The process of determining, documenting and managing stakeholders needs and requirements to meet the project objectives.”
*Source: PMBOK® p.110
Define ScopeDefine Scope
“Developing a detailed description of the project and product.”
*Source: PMBOK® p.120
Create WBSCreate WBS
“Subdividing the major project deliverables and project work into smaller, more manageable components.”
*Source: PMBOK® p.125
Validate Scope Validate Scope
“The process of formalizing acceptance of the completed project deliverables.”
*Source: PMBOK® p.133
Control ScopeControl Scope
“The process of monitoring the status of the project and product scope and managing changes to the scope baseline.”
*Source: PMBOK® p.136
WBS – ExampleWBS – Example
Create WBS Outputs
Sample Scope Management Plan
Sample Scope Management Plan
Scope Statement