Apply Project Scope
Management Techniques
Project Scope Processes – Part 2
Week 4
Certificate IV in Project Management 17871
Qualification Code BSB41507
Unit Code BSBPMG401A
BSBPMG401A Apply Project Scope Management Techniques
1
Project Scope Processes - Part 2
PMBOK Project Scope Management Processes 5.1 Collect Requirements
5.2 Define Scope
5.3 Create Work Breakdown Structure
5.4 Verify Scope
5.5 Control Scope
Related processes from Project Integration Management –
4.1 Develop Project Charter
4.2 Develop Project Management Plan
4.5 Perform Integrated Change Control
PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.3 Create Work Breakdown Structure
• The process of sub dividing project deliverables and
project work into smaller, more manageable component.
• It defines all the work to be undertaken by the project
team in order to achieve the project objectives and
create the required deliverables.
• The WBS is initially created during scope planning and
then refined as time, cost and human resource planning
are undertaken
• It forms the basis for the development of the project
schedule and GANTT chart
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.3 Create Work Breakdown Structure
• Inputs into the creation of the WBS include –
 Project Scope Statement
 Requirements documentation
 Organisational policies and procedures
 Project management methodology and lifecycle
 Lessons learned from previous projects
 Templates for WBS
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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WBS Possible Hierarchies
• The WBS is made up work packages from phases,
deliverables and activities, down to tasks at the lowest
level.
Project
Project
Project
Phase
Sub Project
Deliverable
Deliverable
Phase
Work Package
Work Package
Deliverable
Activity
Activity
Work Package
Task
Task
Activity
Task
BSBPMG401A Apply Project Scope Management Techniques
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Types of WBS Diagrams
•
Deliverables can be broken down into
Activities or Work Packages
•
Activities and Work Packages are
typically broken down into Tasks
•
Project
Phases could be replaced by Sub
Projects or Deliverables depending on
the size of the project
Task 1
Phase 1
Phase 2
Phase 3
Deliverable 1
Deliverable 2
Deliverable 3
Activity 1
Activity 2
Activity 3
Work
Package 1
Work
Package 2
Task 2
Task 3
Task 4
Task 5
Task 6
Work
Package 3
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.3 Create Work Breakdown Structure
• Outputs from this process include –
 Work Breakdown Structure
 Definitions of Sub-projects, Deliverables and Work Packages
 WBS Dictionary (advanced concept, often applied to large Information
Technology, Defence and Engineering projects)
– Structured documentation of the components of the WBS including
Sub-projects, Deliverables and Work Packages
– Can define and allocate accounts to WBS components for cost and
time tracking purposes
– Can include high level sub-project plans and outsourcing or contracting
information
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.4 Verify Scope
• The process of formal review and acceptance of
completed project deliverables
• Occurs during the Monitoring and Control activities
through both the Planning and Execution Phases
• Involves the formal review and acceptance (sign off) for
deliverables by the Project Sponsor or customer
• This process is critical to the successful completion of a
project
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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Verify Scope Vs Quality Control
• Quality Control is generally performed before Scope
Verification but they are often performed in parallel and
many organisations do not make a distinction between
the two activities
• Scope Verification is primarily concerned with
acceptance or handover of the deliverables
• Quality Control is primarily concerned with the
correctness of the deliverables against the quality
requirements that were specified
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.4 Verify Scope
• The primary inputs include –
 Project Scope Statement
 Work Breakdown Structure
 Requirements documentation
 Finalised deliverables
• The primary outputs include –
 Accepted deliverables – sign off
 Change Requests
Monitor
 Project documentation updates
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.5 Control Scope
• The process of monitoring the status of both the project
and product scope
• Focuses on managing any changes to the scope
baseline and understanding the flow on impacts to Time,
Cost and Quality
• All requested changes should be processed through the
Perform Integrated Change Control process (4.5)
• Occurs during the Monitoring and Control activities
through both the Planning and Execution Phases
• Scope creep occurs when
unapproved changes are undertaken
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.5 Control Scope
• Change on projects is inevitable
• Sometimes requirements and deliverables are
overlooked during planning
• Sometimes requirements need to change to
accommodate the changing needs of the Project
Sponsor or customer
• Mandating some form of change control process is
critical to project success
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.5 Control Scope
• The goals of Change Control are to  Influence the factors that cause scope changes
 Ensure changes are processed according to procedures
developed as part of integrated change control
 Manage changes when they occur
 Increase the chance of meeting the overall objectives
 Define and obtain approval for changes to baselines for
Scope, Cost and Time
• The Project Manager has the primary
responsibility for Change Control
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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5.5 Control Scope
• The primary inputs include –
 Scope baseline
 Scope management plan
 Change management plan and procedures
 Configuration management plan (if developed)
 Requirements management plan (if developed)
• The primary outputs include –
 Updates to Scope baseline
 Updates to other baselines – Time and Cost
 Project document update
 Change requests
Initiation
Monitor
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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4.5 Perform Integrated Change Control
• The process of reviewing all change requests, including
approving or rejecting changes and managing the flow
on changes to all project deliverables and all
components of the Project Management Plan
• All requested changes should be identified through the
Control Scope process (5.5)
• Occurs from project inception through to completion and
is part of the Monitor and Control process group
• Ideally only approved changes should be
incorporated into the project
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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4.5 Perform Integrated Change Control
• The following change management activities are
included –
 Influencing stakeholders and the project team to ensure only
approved changes are implemented
 Reviewing, analysing and approving change requests quickly
 Understanding the complete impacts of the approved
changes and managing their implementation
 Maintaining the integrity of project baselines for Scope, Time
and Cost
 Co-ordinating changes across entire project
Initiation
Monitor
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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4.5 Perform Integrated Change Control
• The primary inputs include –
 Project management plan
 Configuration management plan (if developed)
 Change Requests
 Change Control procedures
• The primary outputs include –
 Change request decisions
 Change request status updates
 Project management plan updates
 Updates to project deliverables
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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4.5 Perform Integrated Change Control
What are the main things that should appear in your
change control process?
Generally, how do you document processes?
Monitor
Initiation
Planning Execution
Close
Control
Adapted from PMBOK 4th Edition
BSBPMG401A Apply Project Scope Management Techniques
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Team Assignment Criteria
Team Assignment
Components
Marks
Basic Competency
Higher Competency
Project Scope Definition
2
Briefly states what is included of the
scope of the project
States what is IN scope and what is
OUT of scope
Project Objectives and
Requirements
3
Objectives stated
High level requirements documented
Objectives stated in measurable
terms using SMART
Project Success Criteria
3
Success criteria stated in terms of
scope, time, cost and quality
Additional success criteria stated
Success criteria stated in measurable
terms using SMART
Constraints, Assumptions and
Dependencies
4
Project constraints are listed in terms of
timeframe and budget
Assumptions are listed
Dependencies are identified if they exist
Outstanding issues are listed for
resolution by the Project Sponsor
Impacts of invalid assumptions is
analysed
Project Approach and High Level
Deliverables
4
Work Breakdown Structure
documented
Work Breakdown Structure
documented in terms specific
deliverables and the activities required
to develop these
Scope Management Process
(Change Control)
4
Basic scope management process
documented
Basic Change Control form provided
Sophisticated scope management
process documented
Sophisticated Change Control form
provided
Total
20
BSBPMG401A Apply Project Scope Management Techniques
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17 to 20
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