Chapter 5 –
Project Scope Management
PMP
Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved.
Define Scope
SIXTH EDITION
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
5.3. Define Scope
Process Overview
Define Scope process definition
How scope can lead to successful project.
Define Scope - ITTO
What is Product analysis?
Value engineering & Value analysis
What is Project scope statement?
Review
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Scope Management processes
Plan scope
management
Collect
Requirements
Define Scope
Create WBS Validate Scope Control Scope
P P P
MC MCP
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Define Scope -> Overview
Business requirements Stakeholder requirements
Solution requirements Transition requirements
Project requirements Quality requirements
Project scope
Statement
Requirements
documentation
Inclusion / Exclusion
Acceptance criteria's
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Process of developing a detailed description of the project and
product.
Describes project, service or result boundaries by defining which
of requirements collected will be included & excluded.
Define Scope Definition
Detailed
Description
Project Scope
Statement
Requirements –
Inclusion &
exclusion
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Scope &
project
success
Detailed &
unambiguous
scope.
Ensures all
assumptions and
constrained are
analyzed and
agreed.
It Improves
accuracy of Cost,
time & resource
estimates.
Helps in future
for detailed
resource
assignments
Define Scope -> Overview
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
5.3 – Define Scope Process ->ITTO
Expert Judgment
Data analysis
Decision Making
Interpersonal & team
skills
Product analysis
Project Charter
Project Management
plan
Project Documents
Enterprise
environmental factors
Organizational process
assets
Project Scope
statement
Project document
updates
Inputs Tools & Techniques Outputs
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Define Scope-> Input
Project Charter
Project Management
plan
Project Documents
Enterprise
environmental factors
Organizational
process assets
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project charter is the first place to go for finding out about the scope of the
project.
Measurable objectives & success criteria's
High level requirements
High level project description
Project approval requirements
Define Scope-> Input -> Project Charter
Project Charter
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project
Management plan
Scope Management Plan
• It describes how scope will be Defined , Developed, Monitored,
Controlled & Verified.
It defines boundaries & framework to define the project scope.
Define Scope-> Input -> Project Management plan
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project Documents
Following Project Documents will provide input:
Define Scope-> Input -> Project Documents
Requirements
documents
Assumption log Risk Register
•It describes how individual requirements meet the business
need for the project.
Requirements
Document
•contains requirements related assumptions and other factors
that may influence the project and product scope.
Assumption
log:
•Risk can be mitigated through reducing or changing project or
product scope, outsourcing work to vendorsRisk Register:
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Enterprise
environmental factors
EEF that can influence Monitor & Control Project Work
Define Scope-> Input -> EEF
Organization
structure
Organizational
Culture.
Marketplace
conditions
Personnel
administration
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Organizational
process assets
OPA that can influence Define scope process are:
Define Scope-> Input -> OPA
Policies, processes &
Procedures
Project Documents
Lessons learned
Register
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Define Scope-> Tools and Techniques
Expert Judgment Data analysis Decision Making
Interpersonal &
team skills
Product analysis
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Define Scope-> T&T-> Expert Judgment
Subject mater
experts
Consultants &
Contractors
Stakeholders,
(customers or
sponsors)
Professional and
technical
associations
Industry groups
Other units
within the
organization
The experts with experience in similar projects, can help define scope.
Helps include & exclude requirements.
Expert Judgment
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Data analysis
Alternative analysis:
• It is the evaluation of the different choices available to
achieve a particular product requirement.
Define Scope-> T & T -> Data analysis
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Decision
Making
Define Scope-> T & T -> Decision Making
Multi-criteria decision analysis:
Uses a decision MATRIX to provide a systematic approach
for setting criteria, such as schedule, budget, resources, to
rank the various alternative to meet the requirements.
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Interpersonal &
team skills
Facilitation:
• Help develop common understanding of the project
deliverables and project/product boundaries with cross
functional teams.
Define Scope-> T & T -> Interpersonal & team skills
Joint Application
development (JAD):
Quality Function
Deployment (QFD)
User stories
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Product Analysis
Product analysis can be an effective tool to evaluate product. Especially, when product is
output of the project.
Improve the project teams understanding of the Product.
Translating high-level product descriptions into tangible deliverables.
Product Breakdown System analysis Requirements analysis
System engineering Value engineering Value analysis
Define Scope-> T & T -> Product Analysis
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Product Analysis
Define Scope-> T & T -> Product Analysis
Product Breakdown
• The requirements are decomposed into the level of detail
needed to design the final product.
Requirements analysis
• Defined to a level of detail sufficient for system design.
• Requirements should be actionable, measurable, testable,
traceable etc
System analysis
• It relates closely to requirements analysis.
• The process of studying a business in order to identify its
goals and purposes and create systems and procedures
System engineering
• Ensure that the product satisfies customer needs, cost
requirements, and quality demands.
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Product Analysis
Product Analysis Techniques:
•Optimize the overall value of
the project from inception to
operations.
•Aim is to achieve the lowest
life cycle cost by considering
alternative designs.
Value engineering:
•Cost reduction tool that
considers whether function is
really necessary.
•Finding least expensive way
to deliver scope.
•Developing function at a
lower cost without
degrading performance or
quality (Cost of Quality)
Value analysis:
Define Scope-> T & T -> Product Analysis
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project scope
Statement
Project documents
updates
Define Scope-> Output
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project scope
Statement
It is the description of the project scope major deliverables, Assumptions & Constraints
Product scope
description
Deliverables
Acceptance
Criteria
Inclusion/
Exclusions
Constraints &
assumptions
Define Scope-> Output -> Project scope Statement
# Requirements/ Deliverables
Description
Priority Project
Objective
WBS
Deliverable
Inclusion /
Exclusion
1 Secure Login process Medium Objective 1 1.1.1 Included
2 Payroll processing High Objective 3 1.3.1 Included
3 Send payroll instructions to banks High Objective 3 1.3.2 Included
4 Send Tax deductions to Govt. tax
dept.
Low Objective 3 1.3.3 Excluded
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project scope
Statement
• Characteristics –
Product, Service or
Result.
Product
scope
description
• Unique – Product,
Service or Result.
Deliverables
• All required conditions
that need to be meet to
accept the deliverables.
Acceptance
Criteria
Define Scope-> Output -> Project scope Statement
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project scope
Statement
• What is excluded from
project scope.
Exclusions
• Limits that impact project
execution or
product/service delivery.
Constraints
• Factors assumed to be
true for defining/finalizing
project scope statements.
Assumptions
Define Scope-> Output -> Project scope Statement
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project Charter
Project Purpose or Justification
Measurable obj & success
criteria's
High level requirements
description
Summary milestone schedule
Stakeholder list
Project approval requirements
Project scope Statement
Project scope description
Acceptance criteria
Project deliverables
Project exclusions
Project constraints
Project assumptions
Define Scope-> Output -> Project scope Statement
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project documents
updates
Below project documents may get updated
Assumption log Requirements documents Stakeholder Register
Define Scope-> Output->Project documents updates
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Define Scope-> Review
Process Overview
Define Scope process definition
How scope can lead to successful project.
Define Scope - ITTO
What is Product analysis?
Value engineering & Value analysis
What is Project scope statement?
Chap 5.3 define scope

Chap 5.3 define scope

  • 1.
    Chapter 5 – ProjectScope Management PMP Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved. Define Scope SIXTH EDITION
  • 2.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) 5.3. Define Scope Process Overview Define Scope process definition How scope can lead to successful project. Define Scope - ITTO What is Product analysis? Value engineering & Value analysis What is Project scope statement? Review
  • 3.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Scope Management processes Plan scope management Collect Requirements Define Scope Create WBS Validate Scope Control Scope P P P MC MCP
  • 4.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Define Scope -> Overview Business requirements Stakeholder requirements Solution requirements Transition requirements Project requirements Quality requirements Project scope Statement Requirements documentation Inclusion / Exclusion Acceptance criteria's
  • 5.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Process of developing a detailed description of the project and product. Describes project, service or result boundaries by defining which of requirements collected will be included & excluded. Define Scope Definition Detailed Description Project Scope Statement Requirements – Inclusion & exclusion
  • 6.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Scope & project success Detailed & unambiguous scope. Ensures all assumptions and constrained are analyzed and agreed. It Improves accuracy of Cost, time & resource estimates. Helps in future for detailed resource assignments Define Scope -> Overview
  • 7.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) 5.3 – Define Scope Process ->ITTO Expert Judgment Data analysis Decision Making Interpersonal & team skills Product analysis Project Charter Project Management plan Project Documents Enterprise environmental factors Organizational process assets Project Scope statement Project document updates Inputs Tools & Techniques Outputs
  • 8.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Define Scope-> Input Project Charter Project Management plan Project Documents Enterprise environmental factors Organizational process assets
  • 9.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project charter is the first place to go for finding out about the scope of the project. Measurable objectives & success criteria's High level requirements High level project description Project approval requirements Define Scope-> Input -> Project Charter Project Charter
  • 10.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project Management plan Scope Management Plan • It describes how scope will be Defined , Developed, Monitored, Controlled & Verified. It defines boundaries & framework to define the project scope. Define Scope-> Input -> Project Management plan
  • 11.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project Documents Following Project Documents will provide input: Define Scope-> Input -> Project Documents Requirements documents Assumption log Risk Register •It describes how individual requirements meet the business need for the project. Requirements Document •contains requirements related assumptions and other factors that may influence the project and product scope. Assumption log: •Risk can be mitigated through reducing or changing project or product scope, outsourcing work to vendorsRisk Register:
  • 12.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Enterprise environmental factors EEF that can influence Monitor & Control Project Work Define Scope-> Input -> EEF Organization structure Organizational Culture. Marketplace conditions Personnel administration
  • 13.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Organizational process assets OPA that can influence Define scope process are: Define Scope-> Input -> OPA Policies, processes & Procedures Project Documents Lessons learned Register
  • 14.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Define Scope-> Tools and Techniques Expert Judgment Data analysis Decision Making Interpersonal & team skills Product analysis
  • 15.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Define Scope-> T&T-> Expert Judgment Subject mater experts Consultants & Contractors Stakeholders, (customers or sponsors) Professional and technical associations Industry groups Other units within the organization The experts with experience in similar projects, can help define scope. Helps include & exclude requirements. Expert Judgment
  • 16.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Data analysis Alternative analysis: • It is the evaluation of the different choices available to achieve a particular product requirement. Define Scope-> T & T -> Data analysis
  • 17.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Decision Making Define Scope-> T & T -> Decision Making Multi-criteria decision analysis: Uses a decision MATRIX to provide a systematic approach for setting criteria, such as schedule, budget, resources, to rank the various alternative to meet the requirements.
  • 18.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Interpersonal & team skills Facilitation: • Help develop common understanding of the project deliverables and project/product boundaries with cross functional teams. Define Scope-> T & T -> Interpersonal & team skills Joint Application development (JAD): Quality Function Deployment (QFD) User stories
  • 19.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Product Analysis Product analysis can be an effective tool to evaluate product. Especially, when product is output of the project. Improve the project teams understanding of the Product. Translating high-level product descriptions into tangible deliverables. Product Breakdown System analysis Requirements analysis System engineering Value engineering Value analysis Define Scope-> T & T -> Product Analysis
  • 20.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Product Analysis Define Scope-> T & T -> Product Analysis Product Breakdown • The requirements are decomposed into the level of detail needed to design the final product. Requirements analysis • Defined to a level of detail sufficient for system design. • Requirements should be actionable, measurable, testable, traceable etc System analysis • It relates closely to requirements analysis. • The process of studying a business in order to identify its goals and purposes and create systems and procedures System engineering • Ensure that the product satisfies customer needs, cost requirements, and quality demands.
  • 21.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Product Analysis Product Analysis Techniques: •Optimize the overall value of the project from inception to operations. •Aim is to achieve the lowest life cycle cost by considering alternative designs. Value engineering: •Cost reduction tool that considers whether function is really necessary. •Finding least expensive way to deliver scope. •Developing function at a lower cost without degrading performance or quality (Cost of Quality) Value analysis: Define Scope-> T & T -> Product Analysis
  • 22.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project scope Statement Project documents updates Define Scope-> Output
  • 23.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project scope Statement It is the description of the project scope major deliverables, Assumptions & Constraints Product scope description Deliverables Acceptance Criteria Inclusion/ Exclusions Constraints & assumptions Define Scope-> Output -> Project scope Statement # Requirements/ Deliverables Description Priority Project Objective WBS Deliverable Inclusion / Exclusion 1 Secure Login process Medium Objective 1 1.1.1 Included 2 Payroll processing High Objective 3 1.3.1 Included 3 Send payroll instructions to banks High Objective 3 1.3.2 Included 4 Send Tax deductions to Govt. tax dept. Low Objective 3 1.3.3 Excluded
  • 24.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project scope Statement • Characteristics – Product, Service or Result. Product scope description • Unique – Product, Service or Result. Deliverables • All required conditions that need to be meet to accept the deliverables. Acceptance Criteria Define Scope-> Output -> Project scope Statement
  • 25.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project scope Statement • What is excluded from project scope. Exclusions • Limits that impact project execution or product/service delivery. Constraints • Factors assumed to be true for defining/finalizing project scope statements. Assumptions Define Scope-> Output -> Project scope Statement
  • 26.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project Charter Project Purpose or Justification Measurable obj & success criteria's High level requirements description Summary milestone schedule Stakeholder list Project approval requirements Project scope Statement Project scope description Acceptance criteria Project deliverables Project exclusions Project constraints Project assumptions Define Scope-> Output -> Project scope Statement
  • 27.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Project documents updates Below project documents may get updated Assumption log Requirements documents Stakeholder Register Define Scope-> Output->Project documents updates
  • 28.
    PMBOK 6 -All rights reserved- 2019; By: Anand Bobade ([email protected]) Define Scope-> Review Process Overview Define Scope process definition How scope can lead to successful project. Define Scope - ITTO What is Product analysis? Value engineering & Value analysis What is Project scope statement?