Showing posts with label controlling scope. Show all posts
Showing posts with label controlling scope. Show all posts

Friday, July 15, 2011

Points to Remember: Project Scope Management

Relationship between Product Scope & Project Scope

Product scope means the features and functions of the product or service that you and your team are building. The product scope is all about the final product—its features, components, pieces. When people talk about scoping out their products, a lot of times they’re talking about figuring out the features of the product, not the work that goes into it.

Project scope is all of the work that needs to be done to make the product. When we talk about scoping a project, we mean, figuring out all the work that needs to be done to make the product. THIS is a big part of what the project manager is concerned with and the work the team has to do.

A single product may include multiple projects and the work done in each of these projects are all part of the high level scope of the product.

Scope management means figuring out what’s OUT OF scope, not just what’s part of it

The five Scope Management processes

Each of the Scope Management processes was designed to help you avoid the kinds of scope problems that cause a lot of projects to go off track. One of the best ways to remember these processes for the exam is to understand why they’re useful, and how they solve the kinds of problems that you’ve seen on your own projects.

Collect Requirements - In this process, you find out all of the stakeholder’s needs and write them down so that you know what to build and your requirements can be measured and tracked.

Define Scope - Here’s where you write down a detailed description of the work you’ll do and what you’ll produce. When you do this right, the stakeholders are never unpredictable because you already understand their needs.

Create WBS - The work breakdown structure (or WBS) organizes all of your team’s work into work packages—or discrete pieces of work that team members do—so that you can keep the momentum of the project going from the start.

Control Scope - We already know how important it is to control changes on your project. When scope changes aren’t controlled, it leads to the most frustrating sort of project problems. Luckily, you already know about change control, and now you can use it to manage your project’s scope.

Verify Scope - Once the work is complete, you need to make sure that what you’re delivering matches what you wrote down in the scope statement. That way, the team never delivers the wrong product to the customer.

Gathering Requirements:

Three Useful Tools for Gathering Requirements:

Interviews are important ways to get your stakeholders to explain how they’ll use the product or service your project is creating. By talking to people one-on-one, you can get them to explain exactly what they need so that you can be sure that your project can meet its goals.

Focus Groups are another way to get a group of people to discuss their needs with you. By letting a group discuss the end product together, you can get them to tell you requirements that they might not have thought of by themselves.

Facilitated Workshops are more structured group conversations where a moderator leads the group through brainstorming requirements together. In facilitated workshops, misunderstandings and issues can get reconciled all at once because all of the stakeholders are working together to define the requirements

Making decisions about requirements:

A big project usually has a lot of stakeholders, and that means a lot of opinions. You’ll need to find a way of making decsions when those opinions conflict with each other. There are four major decision-making techniques you can choose from.

Unanimity means everyone agrees on the decision.

Majority means that more than half the people in the group agree on the decision.

Plurality means that the idea that gets the most votes wins.

Dictatorship is when one person makes the decision for the whole group.

The Requirements Document:

The Requirements Document needs to list all of the functional and non-functional requirements of your product. Functional requirements are most of the kinds of things that you think of right away; new features, bug fixes, new or different behavior. Non-functional requirements are sometimes called “quality attributes” because they’re things that you expect from your deliverables, but aren’t specific features. Some examples of non-functional requirements are: performance, reliablity, error handling, and ease of use.

Defining the Project Scope:

The Create WBS process is the most important process in the Scope Management knowledge area because it’s where you actually figure out all the work you’re going to do. It’s where you create the Work Breakdown Structure (or WBS), which is the main Scope Management output. Every single thing that anyone on the project team—including you—will do is written down in the WBS somewhere.

Creating the WBS:

Each of the entries in the WBS is called a work package. It’s a unit of work that you and your team use to organize the stuff you’re going to have to do to get the project done. The work package is the lowest level on a WBS; the higher levels are used to categorize the work packages. When you roll them all up into one big WBS, you get a complete picture of everything that the team will do over the course of the project.

The WBS Dictionary contains the details of every work package. It’s a separate output of the Create WBS process.

Important Points Reg. Creating the WBS Process:
1. The Create WBS process is a really important process on the PMP exam.
2. The WBS is created by decomposing large work products into work packages.
3. To finalize the WBS, control accounts are established for the work packages.
4. The WBS Dictionary is a description of each work package listed in the WBS.
5. The inputs to WBS creation are the outputs to the Define Scope and Collect Requirements processes: the Requirements Document, and the Project Scope Statement.
6. As you decompose the work, you find new information that needs to be added to the Requirements Document and the Project Scope Statement. That information is treated as a change and goes through change control. Once it’s approved, it can be added into the document, and that kicks off the planning cycle again.

Controlling Scope & Verifying Scope:

Variance Analysis:

This means comparing the data that can be collected about the work being done to the scope baseline. When there is a difference between the two, that’s variance. This tool of Control Scope is all about analyzing the difference between the baseline and the actual work to figure out if the plan needs to be corrected. If so, then you recommend a corrective action and put that recommendation through change control.

There’s no “right order” for the Control Scope and Scope Verification processes:

If you’ve got a copy of the PMBOK® Guide handy, take a look at how it presents the Scope Management processes. Did you notice how the section on the Verify Scope process comes before Control Scope? But, in real time, we may do Control Scope even before we do the Verify Scope. That’s not because the PMBOK® Guide is wrong! We could do this because there is no “right” order: Control Scope can happen at any time, because project changes can happen at any time. Verify Scope is usually the last Scope Management process that you’ll do in a project. The trick is that sometimes you’ll find a scope problem while you’re verifying the scope, and you’ll need to do Control Scope and then go back and gather new requirements,
rebuild the WBS, etc. So the Control Scope process can happen either before or after Verify Scope.

The stakeholders decide when the project is done

As you deliver the stuff in your scope statement, you need to make sure that each of the deliverables has everything in it that you listed in the scope statement. You inspect all of your deliverables versus the scope statement, the WBS, and the Scope Management Plan. If your deliverables have everything in those documents, then they should be acceptable to stakeholders. When all of the deliverables in the scope are done to their satisfaction, then you’re done. However, you need a formal acceptance to conclude that the Project is done. Formal acceptance means that you have written confirmation from all of the stakeholders that the deliverables match the requirements and the project management plan. Sometimes PMs try to close off a project just with the verbal confirmation of the key stakeholder. Though, the stakeholder may not go-back on his words and claim that you did not deliver things properly, the point here is, what if he does? What proof do you have to confirm that you have done all the work as per the scope of the project? This is where the Formal Signed Approval comes to our rescue. When a Stakeholder signs-off that he/she is happy with the deliverables, all they can do is request for some changes but not demand them because, they have provided their sign-off and that means you have delivered what you planned or promised.


Points to Remember - Other Topics:

Introduction to Projects & Project Management
Relationship Between Knowledge Areas & Process Groups
Project Integration Management
Project Time Management
Project Cost Management
Project Quality Management
Human Resource Management
Project Communication Management
Project Risk Management
Project Procurement Management
Ethics & Professional Responsibility

Friday, July 8, 2011

Chapter 84: Controlling Scope

Controlling the project scope includes influencing factors that create changes to the scope, as well as managing change requests and controlling their impact when the change actually occurs.

While controlling the scope, you focus on the following tasks:
• Watch out for scope creep - Determine whether it has happened and correct the situation. Scope creep refers to scope changes applied without processing them though the change control process.
• Process the scope change requests through the integrated change control process for approval.
• Manage the implementation of scope changes after approval, as well as their impact across the project.

Trivia:
In real life, scope creeps occur for various reasons. For example, perhaps a development engineer thought something was a cool feature to implement, or the customer spoke directly with the engineer to make a request for a minor additional feature, or various other similar situations occurred. If scope creep has taken your project off track, you need to take corrective actions to get the project back on the track. You should also investigate how the scope creep happened and take steps to prevent it in the future; for example, by educating team members about the proper scope change process.

The Control Scope Process can be explained using the picture below:


The obvious input items to the scope control process are the elements that define the scope, such as the project scope statement, the scope baseline, the WBS, the WBS dictionary, and a scope management plan that describes how to manage the scope. The performance reports might help to detect a scope change, and some change requests in other areas can result in scope change, as well.

The main output of the scope control process is the update to scope-related input elements, such as the project scope statement, the WBS, the WBS dictionary, and the scope baseline. The components of the project management plan affected by these changes might also need to be updated. Change requests and recommendations for corrective actions are other obvious output items from the scope control process.

The main tools used in the scope control process are the change control system and the project performance analysis, including the scope variance and the schedule variance. Schedule variance can have an effect on the scope if you want to finish the project on time and there are no additional resources available. The change control system of an organization is a collection of formal documented procedures that specify how the project deliverables and documents will be changed, controlled, and approved.

You monitor the project by watching its progress, which is a measure of its performance. Therefore, performance measurement and analysis make up an important category of tools and techniques in monitoring and controlling the project.

Prev: Big Picture of Controlling Schedule, Cost and Scope

Next: Controlling Schedule

Chapter 83: Big Picture of Controlling Scope, Schedule, and Cost

The nutshell of running a project is delivering the scope according to some schedule, which will cost someone. Completing a project successfully includes delivering the planned scope according to the planned schedule and within the planned budget. The fundamental parameters for budget and schedule are cost and time, respectively. Budget is the cost with a timeline, and schedule is determined from the time estimates for completing the schedule activities. So scope, time, and cost make the heart of any project. These three project parameters comprise a triple constraint that is a framework for evaluating competing demands. A triple constraint is often depicted as a triangle, with each side representing one of these three parameters. Since these 3 parameters are of utmost importance for any project, we are going to refer to them as “The Golden Triangle”


Trivia:
Don’t be confused if you see the triple constraint referred to as scope, schedule, and cost constraint as well as scope, time, and cost constraint. Time and schedule are intrinsically connected.

For example, assume you are being interviewed by a functional manager for a project manager position. Don’t be surprised if you are asked a question based on the following situation:
1. The project is way behind the schedule.
2. No extra resources, such as money or project team members to perform activities, are available.
3. You have to implement all the planned features.

The question is, what will you do to meet the deadline that is approaching within a week?
From a project management viewpoint, this situation is a good example of the triple constraint. The project is behind schedule, which means there is a schedule change (or a change in time available to finish the remaining project). Therefore, at least one of the other two parameters must change. If you want to meet the deadline, either you should be allotted more funds to hire more human resources or the scope of the project should be changed, which means some of the features would be left out. Depending upon the knowledge level of the functional manager about project management, this answer might not get you the job, but as a project manager, you must stand your ground. Project management is not magic; it involves dealing with cold, hard reality in a realistic way, thereby establishing clear and achievable objectives.

You can see the relationship of triple constraint to quality by recalling that a high-quality project delivers the required product on time and within the planned scope and budget. Therefore, while balancing between these three constraints, the quality (and as a result, customer satisfaction) might be affected. The triple constraint is also a good example of how one change can give rise to other changes across the project. This highlights the importance of managing and controlling changes.

Trivia:
These 3 factors are shown as a triangle because – when you try to change the size of one of the sides of the triangle, the other two automatically get changed and it is inevitable. The same is the case with these 3 factors. In any project, you cannot change just the cost or the scope or the schedule without affecting the other two factors. Just hard-wire that into your brain and never forget this.

Changes to scope, schedule, and cost are controlled using the Control Scope, Control Schedule, and Control Cost processes, respectively, which we will discuss in detail. These three processes are at the center of the project action.

The picture below is the big picture of the whole idea.


As you can see, they take work performance information from the project execution and generate work performance measurements that are used by the quality control process to generate quality control measurements and by the report performance process to generate performance reports.

Prev: Introduction to Monitoring & Controlling the Golden Triangle

Cost is incurred in executing a schedule, which depends on the scope.

Don't worry if this doesn't make much sense as of now. We will dive head-first into this topic and cover them until we drown.

Prev: Introduction to Monitoring & Controlling the golden triangle

Next: Controlling Scope
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