TRAINING

Training: Setting a scope

Junior member

confidential
CONTENT

• Part 1 –Basics of setting a scope

• Part 2 – Examples

• Part 3 – Best practices

Copyright ©2017 ShARE. All Rights Reserved 2

Setting a scope
Setting the scope is the first discussion in any consulting engagement. It involves aligning on
the purpose of the project, what deliverables will be expected and what the time frame is for
those deliverables.

• Understand the issue being addressed

⎼ Make sure you understand the client’s issue. The issue must be specific and clear
⎼ Clarify ambiguities with the client. This may involve several discussions with the client

• Clarify which segments, geographies, customers, and time period matter to the client
⎼ If you get any one of these wrong, you can waste valuable time and resources and fail to
deliver on the goal of the project

• Review deliverables and timing

⎼ Discuss the deliverables the client would like and the timing for those deliverables

Copyright ©2017 ShARE. All Rights Reserved 3

Setting a scope- Be 80-20
Once you understand the issue and you know which key questions needs to be answered;
remove from the scope analyses that will not change the answer in a significant way.

• Create an issue tree

⎼ Articulate the problem statement
⎼ Break down the issue into sub-issues

• Prioritize
⎼ See which analyses are critical to answering the overall question

• Remove anayses that are unlikely to change the answer

• Adjust your scope accordingly

Copyright ©2017 ShARE. All Rights Reserved 4

CONTENT

• Part 1 –Basic of project management

• Part 2 – Examples

• Part 3 – Best practices

Copyright ©2017 ShARE. All Rights Reserved 5

Questions to test your scope – market assessment of
Fiber Cement Boards

• What is the definition of « Fiber cement boards »?

⎼ Does it include currogated boards?
⎼ Does it include Gypsum board?

• Which specific types of fiber cement boards am I interested in? Is there a segmentation?

• Which market am I interested in? Global? Or specific country?

• What specific information would I like to know?

⎼ Production of cement boards?
⎼ Use of cement boards?

Copyright ©2017 ShARE. All Rights Reserved 6

Good or bad issue statement?

• How much progress has been made in electrification of vehicles in India?

⎼ Ambiguous
⎼ Too general
• Is India on target to achieve 30% electrification of 2 and 3 wheel vehicles by 2025?
⎼ Clear
⎼ Specific
⎼ Answerable
• Can Autocompany X achieve 5% growth?
⎼ Ambiguous
⎼ Region? Time period?

Copyright ©2017 ShARE. All Rights Reserved 7

CONTENT

• Part 1 –Basic of project management

• Part 2 – Examples

• Part 3 – Best practices

Copyright ©2017 ShARE. All Rights Reserved 8

Best practices

• Clarify the question presented

⎼ Make sure you understand the client’s question
• Clarify ambiguities
⎼ Clarify ambiguities in the issue statement (i.e. are we looking at profits? or revenue?,
which markets? What time period?)
• Discuss deliverables and timeline
⎼ Discuss the specifics of the deliverables
⎼ By when do you need to finalize your deliverable?
• Be 80-20
⎼ Break down the issue and agree with client on most critical analyses necessary to
answer the question, then limit the scope accordingly

Copyright ©2017 ShARE. All Rights Reserved 9