PROJECT SCOPE STATEMENT PART 1- WORK BREAKDOWN STRUCTURE

Level WBS Code Deliverables

1 Shelter for Homeless People in the Kitchener Area
2 1 Initiation Phase
3 1.1 Requirements Gathering & Analysis
4 1.1.1 Define process for gathering requirements
4 1.1.2 Document project-stakeholder interviews
4 1.1.3 Analyze requirements
4 1.1.4 Create requirements documents
3 1.2 Project charter development
4 1.2.2 Project Scope Definition (High Level)
5 1.2.2.1 Define primary market research objectives
5 1.2.2.2 Define primary market research deliverables
5 1.2.2.3 Identify specific exclusions to scope
4 1.2.3 Establish high-level time, cost, and resource estimates
4 1.2.4 Establish list of key stakeholders
4 1.2.5 Document project charter
4 1.2.6 Project charter approval
3 1.3 Initiation Phase Approval
2 2 Planning Phase
3 2.1 Project Plan Development
4 2.1.1 Scope Statement
5 2.1.1.1 Create scope description (based on business objectives)
5 2.1.1.2 Define scope boundaries
5 2.1.1.3 Define key project deliverables
4 2.1.2 Work Breakdown Structure (WBS)
5 2.1.2.1 Create WBS to work-level execution
5 2.1.2.2 Define task dependencies
4 2.1.3 Performance Baseline Measurement
5 2.1.3.1 Create schedule baseline
5 2.1.3.2 Define budget baseline
4 2.1.4 Procurement Planning
5 2.1.4.1 Analyze market conditions
5 2.1.4.2 Select contract type
5 2.1.4.3 Develop procurement management plan
5 2.1.4.4 Develop statement of work
4 2.1.5 Project Schedule Plan
5 2.1.5.1 Define major milestones
5 2.1.5.2 Document WBS, milestones, and deliverables
5 2.1.5.3 Document schedule baseline
4 2.1.6 Resource Management
5 2.1.6.1 Name project team members (with roles and responsibilities)
5 2.1.6.2 Define all project stakeholders
5 2.1.6.3 Create organization project
4 2.1.7 Change Management
5 2.1.7.1 Document change control procedure for budget
5 2.1.7.2 Document change control for approved scope baseline
4 2.1.8 Risk Management
5 2.1.8.1 Document risk process
5 2.1.8.2 Document risk assessment for scope, budget, and schedule
4 2.1.9 Issue Management
5 2.1.9.1 Document issues process
4 2.1.10 Communication Plan
5 2.1.10.1 Create and document communication plan
4 2.1.11 Quality Assurance and Control Plan
5 2.1.11.1 Define criteria for testing
5 2.1.11.2 Document QA & QC process
3 2.2 Designing and Admin
4 2.2.1 Site Survey
5 2.2.1.1 Subsurface investigation
5 2.2.1.2 Document the reports
4 2.2.2 Construction Drawings
5 2.2.2.1 Design drawings as per the site survey and get approvals
4 2.2.3 Project Specifications
5 2.2.3.1 Create project specifications and get approvals
4 2.2.4 Permits
5 2.2.4.1 Obtain required permits from government
3 2.3 Planning Phase Approval
2 3 Execution Phase
3 3.1 Mobilization
4 3.1.1 Mobilization of resources (Site offices, Tools and Equipment’s,
workforce etc)
3 3.2 Site Preparation
4 3.2.1 Site Grading
5 3.2.1.1 Site marking and leveling
3 3.3 Substructure Activities
4 3.3.1 Excavation and leveling
5 3.3.1.1 Clean and excavate required area
5 3.3.1.2 Provide shoring (If necessary)
5 3.3.1.3 Final leveling
4 3.3.2 Foundation works
5 3.3.2.1 Anti termite treatment
5 3.3.2.1 Install formwork for substructure activities
5 3.3.2.2 Install rebars and pour concrete
4 3.3.3 Backfilling, Leveling and other activities
5 3.3.3.1 Install underground utilities (Plumbing, Electrical etc)
5 3.3.3.2 Waterproofing activities
5 3.3.3.3 Backfilling and leveling
5 3.3.3.4 Cast grade on slab and install anchoring plates (column
supports)
3 3.4 Superstructure activities
4 3.4.1 Steel works
5 3.4.1.1 Erection of steel columns and supports
5 3.4.1.2 Erection of steel trusses and purlins
5 3.4.1.3 Install other metal works (Handrails/ Cage ladders etc)
4 3.4.2 Roofing
5 3.4.2.1 Install roofing sheets and other accessories
4 3.4.3 Exterior works
5 3.4.3.1 Install exterior wall panels
5 3.4.3.2 Provide opening for doors/ windows and other MEP services
5 3.4.3.3 Install doors and windows
4 3.4.4 Interior works
5 3.4.4.1 Construct internal wall partitions
5 3.4.4.2 Install MEP 1st fix (conduiting for electrical/ HVAC activities,
piping for plumbing/ HVAC activities)
5 3.4.4.3 Install MEP 2nd fix (wiring for electrical HVAC activities)
4 3.4.5 Finishing works
5 3.4.5.1 Install floor tiling/ wooden floorings
5 3.4.5.2 Install gypsum ceiling
5 3.4.5.3 Final painting
5 3.4.5.4 Install sanitaryware’s, electrical accessories, HVAC etc
5 3.4.5.5 Complete landscaping works
4 3.4.6 Furniture and other appliances
5 3.4.6.1 Allocate furniture’s and other appliances
3 3.5 Testing and Commissioning
4 3.5.1 Internal testing of facility
5 3.5.1.1 Conduct internal testing of facilities
5 3.5.1.2 Create punch list and clear the punch points
4 3.5.2 Final Testing
5 3.5.2.1 Conduct final testing and rectify all the mistakes
5 3.5.2.2 Create final documentations
2 4 Project Control
3 4.1 Monitor Project Progress
4 4.1.1 Develop Project Performance Metrics
5 4.1.1.1 Define key performance indicators (KPIs)
5 4.1.1.2 Define metrics for budget and schedule performance
4 4.1.2 Conduct Regular Project Status Meetings
5 4.1.2.1 Schedule and Conduct Weekly Project Meetings
5 4.1.2.2 Review Project Metrics and Progress
5 4.1.2.3 Address and Resolve Issues
3 4.2 Control Project Changes
4 4.2.1 Establish Change Control Board (CCB)
5 4.2.1.1 Define CCB members
5 4.2.1.2 Develop Change Request Procedures
4 4.2.2 Evaluate Change Requests
5 4.2.2.1 Review change requests
5 4.2.2.2 Evaluate impact on project scope, schedule, and budget
4 4.2.3 Approve or Reject Changes
5 4.2.3.1 Present Change Requests to CCB
5 4.2.3.2 Communicate Decisions to Relevant Stakeholders
3 4.3 Perform Risk Management
4 4.3.1 Identify Project Risks
5 4.3.1.1 Conduct risk identification procedures
5 4.3.1.2 Document identified risks
4 4.3.2 Develop Risk Mitigation Plans
5 4.3.2.1 Allocate resources for risk mitigation
5 4.3.2.2 Establish contingency plans
3 4.4 Manage Stakeholder Engagement
4 4.4.1 Identify Stakeholder Communication Needs
5 4.4.1.1 Analyze stakeholder expectations
5 4.4.1.2 Define communication methods
4 4.4.2 Develop Stakeholder Communication Plan
5 4.4.2.1 Create stakeholder communication plan
2 5 Closeout Phase
3 5.1 Administrative Closure
4 5.1.1 Financial Closure
5 5.1.1.1 Conduct final budget review
5 5.1.1.2 Verify all invoices and expenses
5 5.1.1.3 Analyze budget variance
5 5.1.1.4 Obtain financial approvals
5 5.1.1.5
4 5.1.2
5 5.1.2.1
5 5.1.2.2
5 5.1.2.3
4 5.1.3
5 5.1.3.1
5 5.1.3.2
5 5.1.3.3
3 5.2
4 5.2.1
5 5.2.1.1
5 5.2.1.2
5 5.2.1.3
3 5.3
4 5.3.1
5 5.3.1.1
5 5.3.1.2
3 5.4
Document financial reports
Contract Closure
Confirm all deliverables
Review deliverables against acceptance criteria
Obtain Sign-off from Stakeholders
Resource Release
Equipment return
Manpower return
Site facilities return
Documentation and Reporting
Project Documentation Review
Gather all project documents
Review and verify the documents
Obtain approvals for the final documents
Train Staff for Facility Operation
Training Program
Develop training methods (O&M Manuals)
Train staffs
Closeout Phase Approval (Handover the facility to O&M team)

Level 1:- Entire Project: "Shelter for Homeless People in the Kitchener Area"
Level 2:- Main Phases: Initiation, Planning, Execution, Project Control, Closeout
Level 3:- Detailed Steps in Each Phase
Level 4:- Specific Tasks in Each Step
Level 5:- Descriptions of What Each Task Involves

PROJECT SCOPE STATEMENT PART 2- DESCRIPTION

Project Name Shelter for Homeless People in the Kitchener Area

Project Deliverables

Initiation Phase 1.1.1 Develop Project Charter Document

What: Create a complete project charter that includes the
project's goals, objectives, stakeholders, and requirements.
 Who: The project manager working with the team on the project.
When: During the first two weeks following the start of the
project.
How: Apply the information gathered from the market research
and requirements analysis.
Quality Indicator: Stakeholders approved and signed the project
charter.

1.2.1 Approval of Project Initiation Phase

What: Obtain official approval for the project's initiation phase,
confirming its importance and link to the objectives of the
organization.
Who: The board or sponsor of the project.
When: Upon completion of the initiation phase.
How: Conduct a formal review meeting with stakeholders to
present the initiation phase deliverables.
Quality Indicator: Signed approval document from the board or
stakeholders.

Planning Phase 2.1.1 Define Major Milestones

What: Clearly define key milestones for the project, including
initiation, planning, execution, and closure.
Who: Project Manager and scheduler working together.
When: During the initial stages of the planning phase.
How: Utilize the project charter and WBS to identify critical project
milestones.
Quality Indicator: Milestone chart with defined dates.

2.2.1 Develop Procurement Management Plan

What: Create a complete plan that includes the procurement
strategy, vendor selection criteria, and contract management.
Who: Procurement Manager and Project Manager.
When: In the middle of the planning phase.
How: Analyze market conditions and identify potential vendors.
 Quality Indicator: Approved Procurement Management Plan.

Execution Phase 3.1.1 Mobilization of Resources

What: Set up site offices, acquire tools and equipment, and deploy
the workforce.
Who: Site Manager and Project Team.
When: At the beginning of the execution phase.
How: Coordinate with relevant stakeholders to ensure a smooth
mobilization process.
Quality Indicator: Fully operational site offices and deployed
resources.

3.2.1 Site Grading

What: Mark and level the construction site to prepare for the next
steps.
Who: Site Engineer and Construction teams.
When: Early stages of the execution phase.
How: Use survey data and engineering plans for accurate grading.
Quality Indicator: Evenly graded and marked construction site.

Control Phase 4.1.1 Develop Project Performance Metrics

What: Define key performance indicators (KPIs) for monitoring
project progress, budget, and schedule.
Who: Project Manager and Performance Metrics Team.
When: Throughout the project life cycle.
How: Establish baseline metrics and regularly update and analyze
them.
Quality Indicator: Regularly updated performance metrics
dashboard.

4.2.1 Establish Change Control Board (CCB)

What: Form a Change Control Board to evaluate and
approve/reject change requests.
Who: CCB members, Project Manager, and Stakeholders.
 When: As change requests are received.
How: Develop clear procedures for submitting and evaluating
change requests.
Quality Indicator: Documented and communicated change request
decisions.

Closeout Phase 5.1.1 Financial Closure

What: Review and finalize the project budget, verify invoices and
expenses, and analyze budget variance.
Who: Project Accountant and Financial Analyst.
When: Towards the end of the closeout phase.
How: Conduct a thorough financial review and obtain necessary
approvals.
Quality Indicator: Approved financial reports and budget closure.

5.2.1 Project Documentation Review

What: Gather, review, and verify all project documents for accuracy
and completeness.
Who: Document Review Team.
When: During the final weeks of the closeout phase.
How: Conduct a systematic review of all project documentation.
Quality Indicator: Documented and approved project records.

Project Exclusions

1. Purchasing Land: No land will be purchased for the shelter. It's not our responsibility
to find the ideal location.
2. Helping the Community Continually: We are not planning regular activities or
seminars to benefit the community while we are constructing the shelter.
3. More than the building: Construction of roads and other major infrastructure
surrounding the shelter is not under our control. just the actual shelter.
4. Public Transportation: To get people to the shelter, we're not organizing buses or
other forms of transportation. That is not our plan of action.
5. Ongoing Legal Assistance: Those staying at the shelter will not receive continuous
legal assistance from us. At this stage of development and beginning operation, we
are just considering legal matters.
6. Working with Companies: We will not be partnering with private companies for
 money, building the shelter, or managing it in the long run.
7. Fancy Decorations: Since we want the shelter to look nice, we won't be adding any
expensive decorations. We're going to keep things basic and simple.
8. More Shelter Branches: This project does not take into consideration expanding or
creating more shelter branches in various areas. Our focus is on the Kitchener area
shelter that has been approved.
9. Catering and Food Services: As we supply the space for a kitchen and dining room,
we are not responsible for managing continuous food or catering services for the
residents.
10. Procurement of Resident Supplies: Our project's scope does not cover regular
purchases of supplies, personal belongings, or other requirements related to
residents.
11. Personalization and modification of individual resident areas: The project excludes
customization or personalization of individual resident spaces over basic
construction.