Chapter 4: Project Scope

Management
 Overview of Project Scope Management
 Collect Requirements Process
 Define Scope Process
 Create WBS Process
 Verify Scope Process
 Control Scope Process
Learning Objectives
After completing this chapter, you will be able to:
 List the five processes involved in Project Scope
Management
 Describe the Collect Requirements process, its inputs,
tools and techniques, and outputs
 Describe the Define Scope process, its inputs, tools and
techniques, and outputs
 Describe the Create WBS process, its inputs, tools and
techniques, and outputs
 Describe the Verify Scope process, its inputs, tools and
techniques, and outputs
 Describe the Control Scope process, its inputs, tools and
techniques, and outputs
Knowledge Guide
Overview of Project Scope Management
Major Processes
Collect
Requirements
Project Scope
Management
Define Scope

Create WBS

Verify Scope

Control Scope
Collect Requirements Process

Project charter Interviews Requirements

Focus groups documentation
Stakeholder register
Facilitated workshops Requirements management
Group creativity techniques plan
Group decision making Requirements traceability
techniques matrix
Questionnaires and surveys
Observations
Prototypes
 Collect Requirements Process
Interplay
Requirements
Develop Collect documentation Develop
Project Requirements Project
Charter Requirements Management
management plan Plan

Project charter
Requirements
traceability matrix Requirements
documentation
Requirements
Stakeholder register
documentation
Plan
Procurements
Identify Define Scope Verify Scope
Stakeholders

Create WBS Control

Scope

Input Output
Collect Requirements Process
Inputs

Project charter
Stakeholder register
Collect Requirements Process
Tools and Techniques

Interviews
Focus groups
Facilitated workshops
Group creativity techniques
Group decision making techniques
Questionnaires and surveys
Observations
Prototypes
Collect Requirements Process
Outputs

Requirements documentation
Requirements management plan
Requirements traceability matrix
Define Scope Process

Project charter Expert judgment Project scope statement

Requirements documentation Product analysis Project document updates
Organizational process assets Alternatives identification
Facilitated workshops
 Define Scope Process
Interplay
Develop Collect
Project Project
Requirements
Charter Project document Documents
update
Project charter Requirements Develop
documentation Project
Management
Plan
Project scope
Define Scope statement
Organizational process Sequence
assets Activities

Estimate
Enterprise/ Activity
Create WBS Durations
Organization

Develop
Schedule

Perform
Qualitative Plan Risk
Risk Management
Input Output Analysis
Define Scope Process
Inputs

Project charter
Requirements documentation
Organizational process assets
Define Scope Process
Tools and Techniques

Expert judgment
Product analysis
Alternatives identification
Facilitated workshops
Define Scope Process
Outputs

Project scope statement

Project document updates
Define Scope Process
Project Scope Statement

Product scope description

Project deliverables

Project boundaries
(inclusions and exclusions)

Product acceptance criteria

Project constraints

Project assumptions
Create WBS Process

Project scope statement Decomposition WBS

Requirements documentation WBS dictionary
Organizational process assets Scope baseline
Project document updates
 Create WBS Process
Interplay
Project document
Collect update Project
Requirements Define Scope
Documents

Enterprise/ Requirements Project scope Develop

Organization documentation statement Project
Management
Plan

Define
Organizational process assets Activities
Create WBS Scope baseline
Estimate
Costs

Determine
Budget

Plan Quality

Identify Risks

Plan
Input Output Procurements
Work Breakdown Structure

What Is a WBS?

Software development project

Design Code Test Train Implement

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Work Breakdown Structure
Why Create a WBS?
• Uses graphical format to facilitate clear
understanding.
• Uses hierarchical approach to identify all work.
• Serves as communication tool among stakeholders.
• Allows team to “get their arms around” the project.
• Becomes the foundation for planning.
• Is used as a tool to evaluate scope changes.
• Can be used as a template for future projects.
• Allows team members to understand how their work
fits in the project.
• Gets team buy-in.
Work Breakdown Structure
Work Packages

Project name

Phase Deliverable Subproject

Del WP WP WP WP WP WP Del WP

WP WP WP Del WP

WP WP
Work Breakdown Structure
Other Breakdown Structures

OBS
(organizational breakdown structure)

BOM (bill of materials)

RBS (risk breakdown structure)

Resource breakdown structure

Create WBS Process
Inputs

Project scope statement

Requirements documentation
Organizational process assets
Create WBS Process
Tools and Techniques

Decomposition
Decomposition
Scope Decomposition

Training

Course Course
Brochure Facilities
materials schedule

Booking
Web site Test materials Instructor
program

Billing
Graphics Food Shopping cart
program
Create WBS Process
Outputs

WBS
WBS dictionary
Scope baseline
Project document updates
Outputs
WBS Dictionary
Each entry can include:
●  Description of the work to be done
●  Quantifiable deliverables
●  Activities and milestones
●  Resources required
●  Schedule for the work
●  Responsible organization
●  Cost estimates
●  Acceptance criteria
●  And more!
Verify Scope Process

Project management plan Inspection Accepted deliverables

Requirements documentation Change requests
Requirements traceability matrix Project document updates
Validated deliverables
 Verify Scope Process
Interplay
Collect
Requirements Project document
Develop update
Project Project
Management Requirements Documents
Plan documentation

Requirements
Scope baseline
traceability matrix
Perform
Integrated
Perform Change
Quality Control
Control
Verify Scope Change requests

Accepted
Validated deliverables deliverables Close Project
or Phase

Input Output
Verify Scope Process
Inputs

Project management plan

Requirements documentation
Requirements traceability matrix
Validated deliverables
Verify Scope Process
Tools and Techniques

Inspection
Verify Scope Process
Outputs

Accepted deliverables
Change requests
Project document updates
Control Scope Process

Project management plan Variance analysis Work performance

measurements
Work performance information
Organizational process
Requirements documentation
asset updates
Requirements traceability matrix Change requests
Organizational process assets
Project management plan
updates
Project document updates
 Control Scope Process
Interplay
Develop
Project Project management Collect
Management plan update Requirements
Plan Project document
update
Project
Requirements
Project management plan Documents
documentation
Direct & Requirements
Manage traceability matrix
Project
Execution Perform
Integrated
Change
Work performance Control
information Control Scope Change requests

Enterprise/ Work performance

Organization Organizational measurements Report
process assets Performance
Organizational
process assets updates

Input Output
Control Scope Process
Inputs

Project management plan

Work performance information
Requirements documentation
Requirements traceability matrix
Organizational process assets
Control Scope Process
Tools and Techniques

Variance analysis
Control Scope Process
Outputs

Work performance measurements

Organizational process asset updates
Change requests
Project management plan updates
Project document updates
Knowledge Check
Concepts You Should Know
 Scope management objectives:
 Avoid scope creep
 Ensure that all project work is completed as agreed
 Product scope focuses on:
 Characteristics of the product, service, or result
 Work required to deliver the product, service, or result
 Requirements document provides categorized and
prioritized list of stakeholder requirements.
 Requirements traceability matrix links identified and
agreed-upon requirements to business and project
objectives to ensure that they add business value.
Knowledge Check
Knowledge Check
Key Concepts (cont.)

 Collect Requirements process:

 Involves completely determining and documenting
stakeholder needs
 Group creativity techniques include brainstorming, NGT,
Delphi, idea/mind mapping, and affinity diagrams.
 Group decision making techniques include unanimity,
majority, plurality, and dictatorship.
 Define Scope process: Develops detailed description of
project and product
Knowledge Check
 Knowledge Check
Key Concepts (cont.)

 Create WBS process:

 Breaks down major project deliverables into more
manageable components
 Facilitates:
 More accurate estimates
 Clearer responsibility assignments
 Development of performance measurement and control
baselines
 WBS:
 Deliverable-oriented hierarchical decomposition
 Organizes and defines total scope of the project
Knowledge Check
Knowledge Check
Key Concepts (cont.)

●  Scope baseline consists of:

 Scope statement
 WBS
 WBS dictionary
●  Verify Scope process: Obtains formal acceptance of
project scope deliverables from stakeholders
●  Control Scope process:
 Monitors status of project and product scope
 Controls changes
Knowledge Check
Knowledge Check

Practice Quiz
Take the 19 question practice quiz.