Defining and Managing Project
and Product Scope
Chapter 5
5-1
Copyright 2012 John
Wiley & Sons, Inc.
Project Planning Framework
MOV
Scope
Sequence
Phases
Schedule
Tasks
Resources
Time
Estimates
Budget
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.
2.
3.
Develop a proactive electronic commerce strategy that
identifies the processes, products and services to be delivered
through the World Wide Web.
Develop an application system that supports all of the
processes, products, and services identified in the electronic
commerce strategy.
The application system must integrate with the bank’s
existing enterprise resource planning system.
5-6
Out of Scope
1.
2.
Technology and organizational assessment of the current
environment
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
Needed
By
Resources
Required
Business
Case
Document
As defined in
the Project
Methodology
Project
Sponsor
Business Case
Team, & office
automation
(OA) tools
Project
Charter
&
Project Plan
Document
As defined in
the Project
Methodology
Project
Sponsor
Project
manager,
project
sponsor & OA
tools
Current
System Study
Document
As defined in
the Project
Methodology
Project
Manager
& Project
Sponsor
Systems
analysts users,
case tool and
OA tools
5-10
Deliverable
Structure
Chart
Initialize & Conceptualize
Business Case
Analysis
Strategic EC Plan
Systems Proposal
Electronic
Commerce
Banking Project
Project Charter & Plan
Project Charter & Project Plan
Design
Logical Design
Technical Design
Execute & Control
Construction
EC Application System
Close Project
Final Project Report
Formal Acceptance
Testing
Test Plan
Test Results
Evaluate Project Success
Project Evaluations
Lessons Learned
Implementation
Documentation
Training Program
Conversion Plan
Copyright 2012 John 5-11
Wiley &
Context Data Flow Diagram
Account Balance Info
Account Balance Request
Product/Service Request
Customer
Cu
sto
Product
t
un
o
c
c
me
er
mb
u
N
A
rI
nf
o
&
Service
Info
Fund Transfer Request
Fund Transfer Confirmation
0
E-Commerce
Banking
System
s ac
n
a
Tr
ERP
System
o
Inf
n
io
t
Account Info
Transaction Confirmation
Promotion Info
Usage
Reports
Senior
Management
5-12
EC Banking System
Check Balances
View Transaction
Histories
Get Account Info
View Check Images
Order Checks
Update Account
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
ons
Use Case
Diagram
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 Title: __________________
Request Description:
Request Date: __________
Request Number: _______
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
Number
Request
Title
Date of
Request
Requested
By
Priority
(L, M, H)
Authority
to
Approve
Request
Expected
Response
Date
Scope
Change
Approved?
(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