Body of Knowledge Refresh 2011: Wednesday 13 April 2011 morning session Focus Group: Scope Management A including: 3.2. Scope Management 3.2.1 Requirements Management 3.2.2 Benefits Management v0.2 preferred and commented on) 3.2.3 Value Management 3.2 Scope management 1. Definition of good practice: 2 agreed partially, 4 disagreed ‘The knowledge and practices described are applicable to most projects most of the time, and …there is widespread consensus about their value and usefulness’. A Guide to the Project Management Body of Knowledge (PMBoK®Guide) Third Edition, ©2004 Project Management Institute Does the draft reflect good practice? 2. Are they pan-sector? a. Does the content avoid industry/sector bias? b. Is the content scalable (taking into account the range of projects/programmes/portfolios from small to large, and the range of complexity)? Definition of pan-sector: Generic, non industry specific content that can be applied regardless of industry or sector. 3. Do any key concepts relating to the section need to be added? a. Definition b. General section c. Project content d. Programme content e. Portfolio content 4 agreed, 1 disagreed and one partially agreed Consistency between ‘outcomes ‘ and ‘outputs’ Does not reflect the evolving and developing nature of scope As scope evolves ensure it evolves in line with changing business requirements (3.2.1) Nothing in the work concerning prioritisation (must haves..through to..nice to haves) Please refer back to the items identified in 1st draft review feedback in the list starting with ‘politics’ through to ‘managing people’ which appear not to have been added to the project, programme and portfolio sections Portfolio section needs a complete review, it is unclear, it uses latin – how about the crystal mark for clear English? 4. Does anything need to be amended and why? Please see also ‘etc’ – think about readers for whom English is a 2nd language. See all in question 3 In programme definition, how to programmes scope projects? Projects - traceability of requirements in scope Make sure outputs produce correct capabilities (scope has to be traceable) 5. Have the APM definitions been adhered to (APM Body of Knowledge 5th edition glossary)? Please review ‘outputs’ and ‘outcomes’ and ‘benefits’ 6. Has existing content from 5th edition been reviewed and edited/incorporated? Generally yes, but please take note of the comments in this feedback 7. Have the items in the 1st draft feedback been referenced in the content? No, see our comments on Q3. Review diagram numbering, we are not sure this is correct 8. Have any diagrams or tables used directly support the content, and have they been explained or referred to in the text? See comment at Q3 above 9. Are there any other references that could be incorporated into the further reading? a. Does further reading fall into one of the following categories: i. Further reading or notes that directly support the content ii. A list of further reading for the section i.e. further reading which although not directly used have contributed to the ideas in the content iii. More general sources from the management or technical literature that is considered to be important and which are relevant in a more general sense to the readership. b. Have UK (or other relevant) standards that the content is compliant with been referenced? c. Are further reading items publicly available? 10. Out of the issues we’ve talked about, which ones are the most important to you, and why? V1.0 Page 2 of 8 Yes – DSDM, ATERN Handbook Differences between ‘outcomes’ and ‘outputs’ Definition of scope management Does not cross reference to the other scope sections (how one reacts to the other) The whole section should consider being re-written 3.2.1 Requirements management 1. Definition of good practice: Yes ‘The knowledge and practices described are applicable to most projects most of the time, and …there is widespread consensus about their value and usefulness’. A Guide to the Project Management Body of Knowledge (PMBoK®Guide) Third Edition, ©2004 Project Management Institute Does the draft reflect good practice? 2. Are they pan-sector? a. Does the content avoid industry/sector bias? b. Is the content scalable (taking into account the range of projects/programmes/portfolios from small to large, and the range of complexity)? Definition of pan-sector: Generic, non industry specific content that can be applied regardless of industry or sector. 3. Do any key concepts relating to the section need to be added? a. Definition b. General section c. Project content d. Programme content e. Portfolio content Yes 4. Does anything need to be amended and why? Requirements that risk controls (all requirements are not equal) Functions, legal, stress requirements perhaps Consider a ‘V’ diagram as a driver The definition – whose needs for example. The v5 definition is superior just add in the managing change, but keep the last sentence ‘outputs/outcomes....’ The sentence ’In this respect ‘justified’...’ please review this, it does not make sense. Bottom of P2, definitions of MOSCOW, please change ‘won’t have’ to ‘won’t have for now’ Include that requirements will continue to be managed as business as usual (suggest another box on Fig 1) 5. Have the APM definitions been adhered to (APM Body of Knowledge 5th edition glossary)? yes 6. Has existing content from 5th edition been Generally yes, but please take note of the V1.0 Page 3 of 8 reviewed and edited/incorporated? comments in this feedback 7. Have the items in the 1st draft feedback been referenced in the content? 8. Have any diagrams or tables used directly support the content, and have they been explained or referred to in the text? Success criteria not covered Elicitation from stakeholders not covered We very much like Fig1 9. Are there any other references that could be incorporated into the further reading? a. Does further reading fall into one of the following categories: i. Further reading or notes that directly support the content ii. A list of further reading for the section i.e. further reading which although not directly used have contributed to the ideas in the content iii. More general sources from the management or technical literature that is considered to be important and which are relevant in a more general sense to the readership. b. Have UK (or other relevant) standards that the content is compliant with been referenced? c. Are further reading items publicly available? 10. Out of the issues we’ve talked about, which ones are the most important to you, and why? Content with references A cross referencing to other sections in 3,2 would be useful to consider 3.2.2 Benefits management 1. Definition of good practice: Yes – excellent definitions and common ‘The knowledge and practices described are understandings applicable to most projects most of the time, and …there is widespread consensus about their value and usefulness’. A Guide to the Project Management Body of Knowledge (PMBoK®Guide) Third Edition, ©2004 Project Management Institute Does the draft reflect good practice? 2. Are they pan-sector? a. Does the content avoid industry/sector bias? b. Is the content scalable (taking into account the range of projects/programmes/portfolios from small to large, and the range of V1.0 Page 4 of 8 Yes and scalable complexity)? Definition of pan-sector: Generic, non industry specific content that can be applied regardless of industry or sector. 3. Do any key concepts relating to the section need to be added? a. Definition b. General section c. Project content d. Programme content e. Portfolio content 4. Does anything need to be amended and why? A link to requirements management Note: Benefits can come during a project/programme Explain the abbreviation PGMO Definition – change should identify business change life cycle What is ‘benefits driven leadership’ ?please explain Does not mention exploitation of opportunities. Counter measures for disbenefits should also be mentioned Little bit more on continuing into business as usual Portfolio – second sentence should prioritisation Footnote p1 remove ‘normally expressed’ and replace with ‘for example’. Also remove the last sentence of this footnote – it is not necessary. Please add that benefits can be qualitative as well as quantitative (perhaps proxymeasures?) 5. Have the APM definitions been adhered to (APM Body of Knowledge 5th edition glossary)? yes 6. Has existing content from 5th edition been reviewed and edited/incorporated? yes 7. Have the items in the 1st draft feedback been referenced in the content? yes 8. Have any diagrams or tables used directly support the content, and have they been explained or referred to in the text? The diagram is v. Good but needs referencing in the text and a reference 9. Are there any other references that could be incorporated into the further reading? a. Does further reading fall into one of the following categories: i. Further reading or notes that directly support the V1.0 Page 5 of 8 Yes – MSP and OGC content ii. A list of further reading for the section i.e. further reading which although not directly used have contributed to the ideas in the content iii. More general sources from the management or technical literature that is considered to be important and which are relevant in a more general sense to the readership. b. Have UK (or other relevant) standards that the content is compliant with been referenced? c. Are further reading items publicly available? 10. Out of the issues we’ve talked about, which ones are the most important to you, and why? Suggest that the new glossary should be reviewed as are the content sections The author is commended on a sound piece of work 3.2.3 Value management 1. Definition of good practice: Partially 5/6 ‘The knowledge and practices described are Yes 1/6 applicable to most projects most of the time, and …there is widespread consensus about their value and usefulness’. A Guide to the Project Management Body of Knowledge (PMBoK®Guide) Third Edition, ©2004 Project Management Institute Does the draft reflect good practice? 2. Are they pan-sector? a. Does the content avoid industry/sector bias? b. Is the content scalable (taking into account the range of projects/programmes/portfolios from small to large, and the range of complexity)? Definition of pan-sector: Generic, non industry specific content that can be applied regardless of industry or sector. 3. Do any key concepts relating to the section need to be added? a. Definition b. General section c. Project content d. Programme content e. Portfolio content V1.0 Page 6 of 8 Yes A link to operations (whole life cycle of the undertaking) The definition in v5 is superior (or would be) with the inclusion of the words “..solution to then arrive..” It is suggested that value management is a behaviour rather than a process, focussing on 4. Does anything need to be amended and why? outcomes rather than the process. A behaviour/culture embedded in management philosophy Value analysis and value engineering must be explained (but could be in the glossary) Project Dimension: ‘Concept phase’ on p1 and p2 first paragraph ‘concept and development phases’ – which is it? General section – 4th paragraph should this be in the project section? Last sentence of @project dimensions’ section – ‘Value management...available budgets’ is not required, it should be removed 5. Have the APM definitions been adhered to (APM Body of Knowledge 5th edition glossary)? As far as we can tell 6. Has existing content from 5th edition been reviewed and edited/incorporated? Not the value engineering section 7. Have the items in the 1st draft feedback been referenced in the content? In general terms - no 8. Have any diagrams or tables used directly support the content, and have they been explained or referred to in the text? Diagram has no reference It is not sufficient to state the diagram overlaps with stakeholder and requirements management without showing or stating how on the diagram Diagram in v5 (2.2) should replace the formula being offered. 9. Are there any other references that could be incorporated into the Yes – OGC Guide to further reading? value a. Does further reading fall into one of the following Value and Risk categories: management i. Further reading or notes that directly support the (Dallas) (Please see content v5) ii. A list of further reading for the section i.e. further reading which although not directly used have contributed to the ideas in the content iii. More general sources from the management or technical literature that is considered to be important and which are relevant in a more general sense to the readership. b. Have UK (or other relevant) standards that the content is compliant with been referenced? c. Are further reading items publicly available? V1.0 Page 7 of 8 10. Out of the issues we’ve talked about, which ones are the most important to you, and why? V1.0 Page 8 of 8 Behaviour/culture is a key area that should be addressed The concept of delivering value is key to project success this must be made fundamental to overall success Please review the last 2 sentences in the General section, they are very confusing. Could value management assist in developing risk responses for example? Please review the relationship(s) between value management, value analysis and value engineering; it is confusing and relationships unclear