Scope Management

Course Length: 2 Days     /     14 PDUS

Course Description

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.

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

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.

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

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
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
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
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
Steps for Decomposing a project
Exercise – Develop a high-level WBS
Work packages
Control account
Planning package
WBS Dictionary
Exercise – Develop a detailed WBS
WBS Templates
Scope baseline
Setting the Performance Measurement Baselines
Calculating Variance

6.  Verify Scope
Verify Scope definition
Verify Scope process
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


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Scope Management