Defining and Managing Project

and Product Scope

Chapter 5

Copyright 2012 John Wiley &

5-1 Sons, Inc.
 Project Planning Framework

MOV

Scope

Phases Sequence
Schedule
Tasks Resources

Time Budget
Estimates

5-2
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

3
Scope Boundary

Work within the Scope Boundary

Must Support the
Project’s MOV

Work Outside of the Project Scope

5-4
Statement of Work

 Narrative description of the product, service, or

information system.
 For internal projects, this is tied to the business need
 For external projects, this would include specifications,
quantities, quality standards, and performance
requirements for prospective bidders.

5
Scope Statement

1. Develop a proactive electronic commerce strategy that

identifies the processes, products and services to be delivered
through the World Wide Web.
2. Develop an application system that supports all of the
processes, products, and services identified in the electronic
commerce strategy.
3. The application system must integrate with the bank’s
existing enterprise resource planning system.

5-6
Out of Scope

1. Technology and organizational assessment of the current

environment
2. Customer resource management and data mining
components

5-7
Project Scope Definition

The scope boundary and scope statement provide a

useful first step

The project’s scope must now be defined in more

detail in terms of specific deliverables that
provide a basis for developing the project’s work
breakdown structure (WBS)

Tools:

5-8
Project-Oriented vs. Product-Oriented Deliverables

Project-Oriented Deliverables

Product-Oriented Deliverables

5-9
 

Deliverable Definition Table (DDT)

Deliverable Structure Standards Approval Resources
Needed Required
By

Business Document As defined in Project Business Case

Case the Project Sponsor Team, & office
Methodology automation
(OA) tools

Project Document As defined in Project Project

Charter & the Project Sponsor manager,
Project Plan Methodology project
sponsor & OA
tools

Current Document As defined in Project Systems

System Study the Project Manager analysts users,
Methodology & Project case tool and
Sponsor OA tools

5-10
Deliverable
Structure Electronic

Chart Commerce
Banking Project

Close Project Evaluate Project Success

Initialize & Conceptualize Project Charter & Plan Execute & Control
Final Project Report Project Evaluations
Business Case Project Charter & Project Plan Formal Acceptance Lessons Learned

Implementation
Analysis Design Testing
Construction Documentation
Strategic EC Plan Logical Design Test Plan
EC Application System Training Program
Systems Proposal Technical Design Test Results
Conversion Plan

Copyright 2012 John Wiley 5-11

& Sons, Inc.
 Account Balance Info Context Data Flow Diagram

Account Balance Request

Customer
Product/Service Request ERP
ber
Cu
s nt
N u m
System
tom c ou o
er Ac n Inf
Inf
o a ctio
Product ns
Tra
&
Service 0
Account Info
Info
E-Commerce
Fund Transfer Request Transaction Confirmation
Banking
Fund Transfer Confirmation
System
Promotion Info

Usage
Reports

Senior
Management

5-12
 EC Banking System

Check Balances

View Transaction
Histories

Get Account Info

View Check Images

Update Account
Order Checks Balances ERP System

Pay Bills

Customer
Transfer Funds

Print Reports

Change Address
Manager

Apply for Loans

Check Interest
Rates

Find Product/
Service Info.

Get Branch Info.

Look up ATM Locati

Use Case
Diagram
ons

5-13
Project Scope Verification
 MOV

 Deliverables

 Quality Standards

 Milestones

 Review and Acceptance

5-14
Sample Project Charter (partial)

15
Refining Project Scope

16
Example Scope Statements

 Example 1

 Example 2

 Example 3

17
Project Scope Statement - Exercise

 POQ Organization – Online Shoe Store

 Review the exercise and answer the questions at the

bottom of the sheet

 We will discuss each of these questions and then create

the scope statement

18
Controlling Scope

Scope control involves controlling changes to the project

scope

19
Controlling Scope

Goals of scope control:

20
Scope Change Control

Concerned with managing changes to the project’s scope

and to ensure that these changes are beneficial when they
occur

Mitigates:

Tools/Procedures:

5-21
 Scope Change Request Form

Requestor Name: _______________ Request Date: __________

Request Title: __________________ Request Number: _______
Request Description:
 
Justification:
 
Possible Alternatives:
 
Impacts Alternative 1 Alternative 2 Alternative 3

Scope      

Schedule      

Resources Required      

Cost      

 
Recommendation:
 
Authorized By:
 
Date:

5-22
Scope Change Request Log

Request Request Date of Requested Priority Authority Expected Scope

Number Title Request By (L, M, H) to Response Change
Approve Date Approved?
Request (Y/N)

5-23
Benefits of Scope Control

Keeps the project manager in control of the project.

Allows the project team to stay focused and on track

5-24
Avoiding Scope Creep

Scope creep may occur as a result of:

25
Scope Creep

To mitigate these types of issues, the proposed solutions

are the following:

26
Best Practices - Avoiding Scope Problems

1.

2.

3.

4.

27
Scope Problems -> Project Failures

A project scope that is too broad and grandiose can cause

severe problems

 FoxMeyer Drug

 McDonalds

28