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SCOPE MANAGEMENT Group 2 Randall Dickey: 5.1 Peter Frasca: 5.2 Wendy Grant: 5.3 and 5.6 Wanda Groves:5.4 Ricky Erwin: 5.5
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Team Final_Scope Management

Nov 18, 2014

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Page 1: Team Final_Scope Management

SCOPE MANAGEMENT

Group 2

Randall Dickey: 5.1 Peter Frasca: 5.2Wendy Grant: 5.3 and 5.6Wanda Groves:5.4Ricky Erwin: 5.5

Page 2: Team Final_Scope Management

Scope Reporting

In the beginning:Team and Clients must determine their need

for project updatesHow many, How often, and to whomScope Reporting fulfills to whom gets what

and how often the will receive it.How the information will be acquired and

distributed out.

Page 3: Team Final_Scope Management

CHAPTER FIVE

5.1 CONCEPTUAL DEVELOPMENT5.2 SCOPE STATEMENT5.3 WORK AUTHORIZATION5.4 SCOPE REPORTING5.5 CONTROL SYSTEMS5.6 PROJECT CLOSEOUT

SCOPE MANAGEMENT

Page 4: Team Final_Scope Management

Scope Management

Understand the importance of scope management for project success.

Construct a Work Breakdown Structure for a project.

Develop a Responsibility Assignment Matrix for a project.

Describe the roles of changes and configuration management in assessing project scope

Page 5: Team Final_Scope Management

CONCEPTUAL DEVELOPMENT

Problem StatementInformation GatheringConstraintsAlternative AnalysisProject objectivesStatement of Work

Page 6: Team Final_Scope Management

Problem or Need StatementBegin with a statement of Goals

CONCEPTUAL DEVELOPMENT

Page 7: Team Final_Scope Management

Information GatheringResearch and gather relevant data

CONCEPTUAL DEVELOPMENT

Page 8: Team Final_Scope Management

Constraints Bring restrictions and client demands

CONCEPTUAL DEVELOPMENT

Page 9: Team Final_Scope Management

Alternative AnalysisMore than one solution

CONCEPTUAL DEVELOPMENT

Page 10: Team Final_Scope Management

Project ObjectivesConclude with a clear statement of the final

objectives for the project, let logic flow

CONCEPTUAL DEVELOPMENT

Page 11: Team Final_Scope Management

Statement of Work

CONCEPTUAL DEVELOPMENT

Page 12: Team Final_Scope Management

CONCEPTUAL DEVELOPMENT

The Statement of Work Aka: (SOW)

Detailed narrative description of the work required for a project.

This can be highly descriptive or relatively general.(RFP) Request for Proposal for a (DOD) Department

of Defense may entail very specific needs.(SOW) may specify final requirements without

details.

Page 13: Team Final_Scope Management

CONCEPTUAL DEVELOPMENT

Elements in the (SOW)Introduction and backgroundProblem statementTechnical description of the projectClear analysis and technical capabilitiesTimeline and milestonesDiscuss (ATC)anticipated time to

completionAnd the key project deliverables

Page 14: Team Final_Scope Management

SCOPE MANAGEMENT

Conceptual Development Summary

Useful (SOW) should clearly detail the expectations of the project client, the intended problem of the project, and the work to complete the tasks of the project to completion.

Page 15: Team Final_Scope Management

THE HEART OF SCOPE MANAGEMENT

5.2 The Scope Statement

Page 16: Team Final_Scope Management

Scope Statement

Reflects the project teams best efforts at creating the documentation and approval of all important project parameters prior to proceeding to the development phase

Page 17: Team Final_Scope Management

Key Steps in the Scope Statement Process

Establish the project goal criteria. Criteria include cost, schedule, performance and deliverables, and key review and approval “gates” with important project stakeholders. Deliverables: any measurable, tangible, verifiable outcome, result, or item that must be produced to complete a project or part of a project. Goal criteria serve as the key project constraints and targets around which a project team must labor.

Page 18: Team Final_Scope Management

Developing the Management Plan for the Project

Consist of the organizational structure for the project team, the policies and procedures under which team members will be expected to operate, their appropriate job descriptions, and a well understood reporting structure for each member of the team. Creates control systems to ensure that all team members know their roles, their responsibilities, and professional relationship

Page 19: Team Final_Scope Management

Establishing a Work Breakdown Structure (WBS)

One of the most vital planning mechanisms, the WBS divides the project into its component sub steps in order to establish critical interrelationships among activities. Accurate scheduling can only begin with an accurate and meaningful WBS. The WBS will determine the interrelationships among the various activities within a project. Which steps precede others, and which are independent of each other.

Page 20: Team Final_Scope Management

Creating a Scope Baseline

The scope baseline is a document that provides a summary description of each component of the project’s goal, including basic budget and schedule information for each activity. Creation of the scope baseline is the final step in the process of systematically laying out all pre-work information, in which each sub-routine of the project has been identified and given its control parameters of cost and schedule.

Page 21: Team Final_Scope Management

The Work Breakdown Structure

The Work Breakdown Structure is a process that sets a project’s scope by breaking down its overall mission into a cohesive set of synchronous, increasingly specific tasks. The resulting document lays out the individual building blocks that will construct the project.

Page 22: Team Final_Scope Management

The Six Main Purposes of the Work Breakdown Structure

1. Echoes the project objectives. Given the mission of the project, the WBS identifies the main work activities that will be necessary to accomplish this goal or set of goals.

2. Organization chart for the project. A WBS offers a logical structure for a project, identifying the key tasks and sub-tasks that need attention and he logical flow between activities.

Page 23: Team Final_Scope Management

The Six Main Purposes of the Work Breakdown Structure

3. Creates the logic for tracking costs, schedule, and performance specifications for each element in a project. All project activities identified in the WBS can be assigned their own budgets and performance expectations. This is the first step in establishing a comprehensive method of project control.

4. Used to communicate project status. Once tasks have been identified and responsibilities assigned, it can be determined which tasks are on schedule, which are critical and pending, and who is responsible for their status

Page 24: Team Final_Scope Management

The Six Main Purposes of the Work Breakdown Structure

5. Used to improve overall project communication. The WBS breaks down the project into identifiable parts, shows how those parts are integrated, and who is responsible for each component. This structure inspires communication within the project team.

6. Demonstrates how the project will be controlled. The general structure of the project demonstrates the key focus that project control will take on. The WBS gives logic to the control approach and the most appropriate control methods.

Page 25: Team Final_Scope Management

The Organization Breakdown Structure (OBS)

The organization of the work needed to be performed into cost control accounts that are assignable to the various units within the company that are engaged in performing project activities. OBS allows the company to define the work to be accomplished and assign it to the owners of the work packages.

Work packages are the lowest level in the WBS, composed of short duration tasks that have a defined beginning and end, are assigned cost, and consume some resources.

The benefit of using an OBS is that it allows for better initial linking of project activities and their budgets, either at a departmental level or even more directly on an individual basis.

Page 26: Team Final_Scope Management

The Responsibility Assignment Matrix (RAM)

The RAM identifies team personnel who will be directly responsible for each task in the project’s development ( AKA linear responsibility chart )

Although the RAM is considered a separate document, it is developed in conjunction with the WBS.

Page 27: Team Final_Scope Management

Benefits of the Responsibility Assignment Matrix

Allows the project manager to determine how to best team people for maximum efficiency.

Identifies where a person can go for task support, who should next be notified of task completion, and any sign-off requirements.

Allows the project manager to establish a method for coordinating the work activities of team members, realizing the efficiencies that take place as all team members provide support, notification, or approval for each other’s project responsibilities.

Page 28: Team Final_Scope Management

Summary

The Scope StatementKey Steps in the Scope Statement ProcessDeveloping the Management Plan for the

projectEstablishing a Work Breakdown Structure

(WBS)Creating a Scope BaselineThe Work Breakdown StructureThe Organization Breakdown Structure

(OBS)The Responsibility Assignment Matrix

(RAM)

Page 29: Team Final_Scope Management

How to Manage and Maintain Project Control Systems

Page 30: Team Final_Scope Management

Executive SummaryONE OF THE MOST IMPORTANT SYSTEMS THAT A COMPANY HAS IS THE CONTROL SYSTEM. CONTROL SYSTEMS ARE VITAL TO ENSURE THAT ANY CHANGES TO THE PROJECT’S BASELINE ARE CONDUCTED IN A SYSTEMATIC AND THOROUGH MANNER. DURING THIS PRESENTATION I WILL BE DISCUSSING:

• CONFIGURATION CONTROL• DESIGN CONTROL• TREND MONITORING• DOCUMENT CONTROL• ACQUISITION CONTROL• SPECIFICATION CONTROL

Page 31: Team Final_Scope Management

Summary

Control systems are vital to ensure that any changes to the project baseline are conducted in a systematic and thorough manner. Project managers can use a number of types of project control systems to track the status of their projects. Solid communication between all concerned parties and paying close attention to the project’s development is a key element in the scope management of project control.

Page 32: Team Final_Scope Management

Configuration Control

Configuration control management is a field that focuses on establishing and maintaining the consistency of a system or a project’s performance and its functional and physical attributes within its requirements, design, and operational information throughout its life.

Page 33: Team Final_Scope Management

Design Control

Design control relates to systems for monitoring the project’s scope, schedule, and costs during the design stage.Chrysler developed Platform Design Teams (PDTs) , composed of members from functional departments, to ensure that new automobile designs could be immediately evaluated by experts in engineering, production, and marketing.

Page 34: Team Final_Scope Management

Trend Monitoring

Trend monitoring is the process of tracking the estimated costs, schedules, and resources needed against those planned. Trend monitoring shows significant deviations from norms for any of those important project metrics.

Page 35: Team Final_Scope Management

Document Control

Document control ensures that important documentation is compiled and disseminated in an orderly and timely fashion. Document control is a way of making sure that anything contractual or legal is documented and distributed.

Page 36: Team Final_Scope Management

Acquisition Control

Acquisition control monitors systems used to acquire necessary project equipment, materials, or services needed for project development and implementation.

Page 37: Team Final_Scope Management

Specification Control

Specification control ensures that project specifications are prepared clearly, communicated to all concerned parties, and changed only with proper authorization

Page 38: Team Final_Scope Management

Conclusion

One of the most important pieces of advise for project managers and teams is to establish and maintain a reasonable level of control. Knowing the right project control system to use and how often to employ them can eliminate much of the guesswork when dealing with project delays or cost overruns. Building a level of trust when working together will bring great satisfaction in the end.