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Chapter 5 –
Project Scope Management
PMP
Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved.
Plan scope
management
SIXTH EDITION
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project Scope Management Processes
Plan scope
management
Collect Requirements Define Scope
Create WBS Validate Scope Control Scope
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
5.1 Plan Scope Management
Introduction
Plan Scope Management definition
Plan Scope Management - ITTO
What is Scope Management Plan?
What is Requirements Management Plan?
Review
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)By: Anand Bobade (nmbobade@gmail.com)
Meet
Customer
Expectations
Plan scope management
How scope is:
Defined Developed Monitored Controlled Verified
Document
how to
ensure
delivery of
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
The process of creating a scope management plan that documents
how the project scope will be defined, validated, and controlled.
It provides guidance & direction on how scope will be
managed throughout the project lifecycle.
Plan scope management Definition
By: Anand Bobade (nmbobade@gmail.com)
Defined
ControlledValidated
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Plan Scope Management Process -> ITTO
Expert Judgment
Data analysis
Meetings
Project Charter
Project Management
plan
Enterprise
environmental factors
Organizational process
assets
Scope Management
plan
Requirements
management plan
Inputs Tools & Techniques Outputs
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project Charter
Project Management
plan
Enterprise
environmental factors
Organizational process
assets
Plan scope management -> Input
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project
Management plan
Approved subsidiary plans & other details from PMP are used:
Development approach Project lifecycle description Quality Management plan
Plan scope management->Input->PMP
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Project Charter
It provides the project context to plan the scope.
Project Purpose or Justification.
High level project description,
boundaries
High level requirements.
Assumptions
Constraints (Budget, Schedule or
other)
Plan scope management->Input->Project Charter
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Enterprise
environmental factors
Factors that can affect the management of scope.
Plan scope management->Input-> EEF
Organizational
culture
Infrastructure
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Organizational
process assets
OPA that can help the development of the scope of similar project
Plan scope management->Input-> EEF
Policies, processes &
Procedures
Lessons learned
Register
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Plan scope management -> Tools & Techniques
Expert Judgment Data analysis Meetings
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Expert Judgment
Individuals having experience on previous similar projects should be consulted
It can be provided by group or person with specialized, education, knowledge, skills etc
E.g., Business SME, Industry Consultants, other PM’s
Plan scope management -> Tools & Techniques -> Expert Judgment
What techniques
can be used to
capture the
requirements?
How business
acceptance will be
done for this
project?
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Data analysis
Alternatives analysis:
• There may be more than one way to achieve a certain
requirement.
• Alternatives help PM to select the best option.
Plan scope management -> Tools & Techniques -> Data analysis
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Meetings
Any one with scope related responsibilities should attend meetings.
Project team Sponsor
Selected
stakeholders
Individuals responsible for
scope management processes
Plan scope management -> Tools & Techniques -> Meetings
Discuss & agree
how the
requirements will
be prioritized.
Discuss & agree
business
acceptance
process with
business team.
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Plan scope management -> Output
Scope Management
plan
Requirements
management plan
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Scope Management
Plan
How Scope will be:
Defined Developed Monitored Controlled validated
SMP contains how to:
How to prepare detailed project scope statement.
Enables the creation of the WBS.
Establishes how WBS will be maintained and approved.
How formal acceptance of deliverables will be obtained.
How requests for changes will be controlled & processed.
Plan scope management -> Output -> Scope MP
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Requirements
management plan
Requirement: A capability that is required in a product, service or result to
satisfy customer needs.
Requirements Management Plan: Describes how requirements will be
analysed, documented and managed.
Components of RMP
The process of planning requirements activities
Requirements prioritization process.
Product metrics that will be used & rationale for using
List of attributes that will be captured on RTM
Configuration Manag. to track & report changes
Plan scope management->Output->Requirements MP
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
RTM is a grid that links product requirements to deliverables that satisfy them.
Helps you to track requirements throughout project life cycle
RTM is progressively updated & is part of project documents.
Plan scope management->Output->Requirements MP
Requirements
management plan
PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)
Plan scope management -> Review
Importance of Scope Management planning
Plan Scope management process definition
Role of Expert Judgment & Meetings?
Scope Management Plan
Requirements Management Plan
Requirements traceability Matrix
Chap 5.1 Plan Scope Management

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Chap 5.1 Plan Scope Management

  • 1. Chapter 5 – Project Scope Management PMP Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved. Plan scope management SIXTH EDITION
  • 2. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Project Scope Management Processes Plan scope management Collect Requirements Define Scope Create WBS Validate Scope Control Scope
  • 3. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) 5.1 Plan Scope Management Introduction Plan Scope Management definition Plan Scope Management - ITTO What is Scope Management Plan? What is Requirements Management Plan? Review
  • 4. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com)By: Anand Bobade (nmbobade@gmail.com) Meet Customer Expectations Plan scope management How scope is: Defined Developed Monitored Controlled Verified Document how to ensure delivery of
  • 5. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) The process of creating a scope management plan that documents how the project scope will be defined, validated, and controlled. It provides guidance & direction on how scope will be managed throughout the project lifecycle. Plan scope management Definition By: Anand Bobade (nmbobade@gmail.com) Defined ControlledValidated
  • 6. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Plan Scope Management Process -> ITTO Expert Judgment Data analysis Meetings Project Charter Project Management plan Enterprise environmental factors Organizational process assets Scope Management plan Requirements management plan Inputs Tools & Techniques Outputs
  • 7. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Project Charter Project Management plan Enterprise environmental factors Organizational process assets Plan scope management -> Input
  • 8. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Project Management plan Approved subsidiary plans & other details from PMP are used: Development approach Project lifecycle description Quality Management plan Plan scope management->Input->PMP
  • 9. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Project Charter It provides the project context to plan the scope. Project Purpose or Justification. High level project description, boundaries High level requirements. Assumptions Constraints (Budget, Schedule or other) Plan scope management->Input->Project Charter
  • 10. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Enterprise environmental factors Factors that can affect the management of scope. Plan scope management->Input-> EEF Organizational culture Infrastructure
  • 11. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Organizational process assets OPA that can help the development of the scope of similar project Plan scope management->Input-> EEF Policies, processes & Procedures Lessons learned Register
  • 12. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Plan scope management -> Tools & Techniques Expert Judgment Data analysis Meetings
  • 13. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Expert Judgment Individuals having experience on previous similar projects should be consulted It can be provided by group or person with specialized, education, knowledge, skills etc E.g., Business SME, Industry Consultants, other PM’s Plan scope management -> Tools & Techniques -> Expert Judgment What techniques can be used to capture the requirements? How business acceptance will be done for this project?
  • 14. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Data analysis Alternatives analysis: • There may be more than one way to achieve a certain requirement. • Alternatives help PM to select the best option. Plan scope management -> Tools & Techniques -> Data analysis
  • 15. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Meetings Any one with scope related responsibilities should attend meetings. Project team Sponsor Selected stakeholders Individuals responsible for scope management processes Plan scope management -> Tools & Techniques -> Meetings Discuss & agree how the requirements will be prioritized. Discuss & agree business acceptance process with business team.
  • 16. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Plan scope management -> Output Scope Management plan Requirements management plan
  • 17. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Scope Management Plan How Scope will be: Defined Developed Monitored Controlled validated SMP contains how to: How to prepare detailed project scope statement. Enables the creation of the WBS. Establishes how WBS will be maintained and approved. How formal acceptance of deliverables will be obtained. How requests for changes will be controlled & processed. Plan scope management -> Output -> Scope MP
  • 18. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Requirements management plan Requirement: A capability that is required in a product, service or result to satisfy customer needs. Requirements Management Plan: Describes how requirements will be analysed, documented and managed. Components of RMP The process of planning requirements activities Requirements prioritization process. Product metrics that will be used & rationale for using List of attributes that will be captured on RTM Configuration Manag. to track & report changes Plan scope management->Output->Requirements MP
  • 19. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) RTM is a grid that links product requirements to deliverables that satisfy them. Helps you to track requirements throughout project life cycle RTM is progressively updated & is part of project documents. Plan scope management->Output->Requirements MP Requirements management plan
  • 20. PMBOK 6 - All rights reserved- 2019; By: Anand Bobade (nmbobade@gmail.com) Plan scope management -> Review Importance of Scope Management planning Plan Scope management process definition Role of Expert Judgment & Meetings? Scope Management Plan Requirements Management Plan Requirements traceability Matrix