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Chapter 5:

Project Scope Management

Learning Objectives

 Understand the elements that make good project scope management important

 Explain the scope planning process and describe the contents of a scope management plan

 Describe the process for developing a project scope statement using the project charter and preliminary scope statement

 Discuss the scope definition process and work involved in constructing a work breakdown structure using the analogy, top-down, bottom-up, and mind-mapping approaches 2

What is Project Scope Management?

 Scope refers to all the work involved in creating the products of the project and the processes used to create them

 A deliverable is a product produced as part of a project, such as hardware or software, planning documents, or meeting minutes

 Project scope management includes the processes involved in defining and controlling what is or is not included in a project

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Project Scope Management

Processes

 Scope planning : deciding how the scope will be defined, verified, and controlled  Scope definition : reviewing the project charter and preliminary scope statement and adding more information as requirements are developed and change requests are approved  Creating the WBS : subdividing the major project deliverables into smaller, more manageable components  Scope verification : formalizing acceptance of the project scope  Scope control : controlling changes to project scope

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Scope Planning and the Scope

Management Plan

 The scope management plan is a document that includes descriptions of how the team will prepare the project scope statement, create the WBS, verify completion of the project deliverables, and control requests for changes to the project scope  Key inputs include the project charter, preliminary scope statement, and project management plan

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What Went Right?

 Many financial service companies use customer relationship management (CRM) systems to improve their understanding of and responsiveness to customers  A senior management team at the Canadian money management company Dynamic Mutual Funds (DMF) launched an enterprise-wide, national program to build and manage its customer relationships  They needed a faster and more organized, highly participative approach, so they proposed a new seven- step concept called project scope design  DMF won an eCustomer World Golden Award for world- class innovation

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Table 5-2: Sample Project Charter

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