Project Scope Management - (2 Days)

Program Overview

In today’s dynamically changing business environment projects are initiated under tighter budgetary, resource and time constraints than ever before. This seminar focuses on the core project management skills required to manage any project and will provide the attendees with proven "real life" tools and techniques applied to a case study.

Duration

Two Days

Delivery Methods

Instructor-led, group-paced, classroom-delivery learning model with structured minds-on and hands-on activities.

Audience

Students enrolling in this course should be planning to lead a project (primary audience) or serve on a project team (secondary audience).

Prerequisites

To ensure your success, we recommend you have some working knowledge or experience in working in a project environment, or have completed a foundations course in project management.

Course Objectives

This seminar focuses on the identification, elaboration, planning and management of project scope, including selected processes from the Project Integration Management and Project Scope Management PMBOK® Guide Knowledge Areas. The class addresses requirements identification and analysis, scope identification and planning, the scope baseline, scope management and change control, integration of scope, schedule and cost, scope verification and sign-off by the customer. During the course, “best practices” will be introduced, and put into context through various exercises and scenarios and case studies.

Students will learn how to use project scope management techniques to proactively plan, assess, monitor, control, document, and close out their project scope management activities on a project successfully.

Performance-Based Objectives

  • Discuss the processes of Project Scope Management and a project manager's role in this activity.
  • Discuss why projects are unsuccessful due to inadequate scope management, and how project teams can address this shortcoming.
  • List and discuss the requirements elicitation and prioritization process used to determine a project’s scope.
  • Examine a Scope Management Plan, and describe its use in project scope management.
  • Develop the components of the Project Scope Statement and using this document to create the project’s scope boundaries.
  • Discuss techniques for developing a Work Breakdown Structure for a project.
  • Discuss the process of verifying project scope and formally accepting the project’s deliverables.
  • Identify techniques for proactively monitoring and dealing with requests for scope change throughout the project life cycle.
  • Use Lessons Learned regarding project scope management to continuously improve the Scope Management Plan.

Course Content

1. Introduction to Project Scope Management

  • Session Overview
  • Introductions
  • Course Objectives
    • Exercise – Create a paper airplane

2. The Project Management Framework

  • Business case for a project
  • Project objectives
  • How do you define success?
  • The Triple Constraint
    • Exercise – Determine the project objectives
  • Stakeholders
  • Stakeholder analysis
    • Exercise – Identify project stakeholders
  • Managing uncertainty
  • Progressive elaboration
  • Phases & Life Cycles
  • Product Life Cycle
  • Rolling wave planning
  • PMBOK® Guide Processes
  • Process Group Interaction
  • Planning processes
  • Project Management Plan
  • Project Subsidiary Management Plans
  • Project Scope Management Plan
    • Exercise – Review a Project Scope Management Plan
  • PMBOK® Guide Knowledge Areas
  • Project Scope Management processes
  • Project Scope Management key processes

3. Collect Requirements

  • Collect Requirements process
  • Requirements analysis
  • Requirements gathering techniques
  • Group Creativity techniques
    • Exercise – Create a list of Business Requirements
  • Prioritizing requirements
    • Exercise – Prioritize the Business Requirements
  • Collect Requirements outputs
  • Requirements Documentation
  • Requirements Management Plan
  • Requirements Traceability Matrix
  • Sample Requirements Traceability Matrix
    • Exercise – Fill in a Requirements Traceability Matrix

4. Define Scope

  • Define Scope process
  • Define Scope – Tools and Techniques
  • Facilitated Workshops
  • Project Scope Statement
  • Project Boundaries
    • Exercise – Determine the boundaries of a project
  • Assumptions
  • Constraints
    • Exercise – Create a Project Scope Statement

5. Create WBS

  • Create WBS process
  • Work Breakdown Structure (WBS)
    • Work Breakdown Structure – Tree view
    • Work Breakdown Structure – Outline view
  • WBS Numbering
  • Product-oriented WBS
  • Process-oriented WBS
  • Decomposition
  • Steps for Decomposing a project
    • Exercise – Develop a high-level WBS
  • Work packages
  • Control account
  • Planning package
  • WBS Dictionary
    • Exercise – Develop a detailed WBS
  • PWBS Templates
  • Scope baseline
  • Setting the Performance Measurement Baselines
  • Calculating Variance

6. Verify Scope

  • Verify Scope definition
  • Verify Scope process
  • Inspection
  • Verify Scope vs Perform Quality Control
  • Transition Documentation
  • Discussion – What typically happens during your project’s deployment?

7. Control Scope

  • Monitoring & Controlling Processes
  • Scope Creep
  • Control Scope process
  • Perform Integrated Change Control
    • Exercise – Develop a Scope Change Control process
  • Variance analysis
  • Calculating Variance
    • Exercise – Determine variances off the project plan
  • Calculating Variance
    • Exercise – Make recommendations for dealing with project variances

8. Class Closeout

  • Maintenance/Support Activities
  • Maintenance/Support Concerns
  • Closing Processes
  • Close Project or Phase
  • Discussion – What typically happens during project closeout?
  • Administrative Closure
  • Organizational Process Assets Updates
  • Lessons Learned
    • Exercise – Final Scenario
  • Class Closure

Program Material

A printed copy of the student manual will be distributed to the participants.

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