Showing posts with label defining the project scope. Show all posts
Showing posts with label defining the project 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

Monday, May 16, 2011

Chapter 30: Defining the Project Scope

In the previous chapter, we saw how to capture requirements for a project. The next step in managing a project after we gather the requirements is to define the Project Scope. In this chapter, we are going to take a look at how exactly this project scope definition happens.

So, lets get started!!!

What is Project Scope?

We have gone through this multiple times over the course of the previous chapters but still for the sake of completeness lets define project scope here as well. A Projects Scope outlines what work will be done/accomplished as part of the project and also outlines what would not be done as part of the current project.

Why is Scope Definition Important?

Do I need to say why scope definition is important? Without a list of what needs to be done, how can you expect a team to execute a project? Without knowing what to do, the team will be lost and eventually the project will be a failure.

Beginning Scope Definition

The project charter developed during initiation and the stakeholder requirements document, also called the requirement documentation, contain enough information about the project and the product to start defining the project scope. Now that the project is in the planning stage, you have more information than you had in the initiation stage. Therefore, you are in a better position to analyze the needs and expectations related to the project and convert them into requirements. Furthermore, the assumptions and constraints can be revisited and analyzed at greater length, and additional assumptions and constraints can be identified. This will help to define the project scope with more clarity and specificity.

Purpose of the Project Scope Statement:

The Project Scope Statement is the output of the Project Scope Definition activity. The project scope statement serves the following purposes:

• It serves as a component to the baseline that will be used to evaluate whether the request for a change or additional work falls within or beyond the scope of the project.
• By providing a common understanding of the project scope, the scope statement helps bring the stakeholders onto the same page in their expectations.
• Because the scope statement describes the deliverables and the work required to create those deliverables, it is used to create a WBS, which helps in scheduling the project.
• It serves as a guide for the project team to do more in-depth planning, if necessary, and to perform work during project execution.

Scope Definition Process

The scope definition process can be summarized at a high level using the picture below:


As you can see in the picture, the scope definition process uses some inputs, applies some tools and techniques and then produces the output: which in this case will be the project scope document. Let us now take a look at these 3 steps in detail.

Input to Scope Definition

The project charter developed during project initiation presents the high-level project and product description. It also contains other information relevant to defining the scope, such as the project approval requirements. Project and product requirements listed in the requirement documentation also contain critical information for defining the scope.

Some of the organizational process assets that can be helpful in defining the scope are:
• Template for the project scope statement
• Scope-related project files from previous projects
• Lessons learned from previous projects or from previous phases of this project
• Policies and procedures relevant to defining the project scope

Trivia:
It’s critical to the success of the project that you determine the scope correctly: only the required features and functions for the product and only the required work to produce those features and functions; nothing less, nothing more.

Tools and Techniques for Scope Definition

The Tools and Techniques used for Scope Definition are:

• Identification of alternatives - This is a technique used to apply nonstandard approaches to perform project work; in this case, to define the project scope. A host of general management techniques can be used in this category; the most common ones are brainstorming and lateral thinking. Brainstorming was covered in detail in the previous chapter. Lateral thinking is synonymous with thinking outside the box. The idea is to think beyond the realm of your experience to search for new solutions and methods, not just better uses of the current ones.
• Product analysis - To finalize the details of the project scope, you might need to perform product analysis, which might include techniques such as product breakdown, requirement analysis, system analysis, system engineering, value analysis, and value engineering. The goal is to translate the project objectives into tangible deliverables and requirements.
• Facilitated workshops - The facilitated workshops described in the Previous Chapter can also be used in defining the scope.
• Expert judgment - You can use help from relevant experts in the organization to develop parts of the detailed project scope.

Output of Scope Definition

Depending on the input, the scope definition process can generate two kinds of output:
1. The project scope statement that contains the original scope definition and
2. Updates to some project documents

Changes and Updates

In the process of defining the project scope, you may end up modifying the existing requirements or adding new requirements. You may also learn more about the stakeholders. So, the documents that may be updated as a result of defining the scope are:

• Requirements documentation
• Requirements traceability matrix
• Stakeholder register

Project Scope Statement

The key output item of the Define Project process is the project scope statement, which is sometimes also called the detailed project scope statement or just the scope statement. The scope statement basically states what needs to be accomplished by the project.

It provides a documented baseline for the following:

• Developing a common understanding among the stakeholders about the project scope
• Making project decisions throughout the lifecycle of the project
• Measuring performance deviations from the scope

The specific elements of the project scope statement are:

• Project assumptions and constraints - Assumptions and constraints are initially included in the project charter. However, at this stage, you have more information about the project, and therefore you can revisit the initial assumptions and constraints, and you might be able to identify more assumptions and constraints. You should document the specific assumptions related to the project scope and also analyze their impact in case they turn out to be false. Due to the uncertainty built into them, the assumptions are potential sources of risk.

The constraints related to the project scope must also be documented in the scope statement. Because the constraints limit the team’s options, the constraints’ impact on the project must be evaluated. The constraints can come from various sources, such as a predetermined deadline for the completion of the project or a milestone, limits on the funds available for the project, and contractual provisions. However, the following are common constraints to consider across all projects:
o Quality
o Resources
o Scope
o Time

Some of the other terms which we might use in the subsequent chapters related to this topic are:

• Project deliverables - A deliverable is a unique and verifiable product, a capability to provide a service, or a result that must be produced to complete a project, a process, or a phase of the project. The deliverables can also include project management reports and documents. The scope statement provides the list of deliverables and their descriptions.
• Project exclusions - This involves drawing boundaries around the project by specifying what is included and what is not, especially focusing on the gray areas where the stakeholders can make their own assumptions, different from each other. It generally identifies what is excluded from the project, which helps to manage stakeholder expectations.
• Product description - The scope statement must describe the product scope and the product acceptance criteria.
     o Product scope description - Product scope is defined as features and functions that characterize a product, service, or result to be delivered by the project. The requirements documentation produced during the Collect Requirements process will help define the product scope.
     o Product acceptance criteria - This defines the process and criteria for accepting the completed products that the project will deliver.

Trivia:
You must be able to make a distinction between objectives, deliverables, and requirements. For example, in a project to launch a website, the website is a deliverable. That the website must print a warning message at the login time is a requirement, and that the website should increase the company revenue by 3 percent is an objective.

Previous: Requirements Collection Process

Next: Creating WBS
© 2013 by www.getpmpcertified.blogspot.com. All rights reserved. No part of this blog or its contents may be reproduced or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of the Author.

Followers

Popular Posts