MindMap Gallery Chapter 5 Project Scope Management
A project manager refers to a person who masters project management principles, techniques, methods and tools, participates in or leads the activities of the initiation, planning, organization, execution, control and closing process to ensure that the project can meet the specified scope, time, quality and cost constraints. people to accomplish set goals.
Edited at 2022-06-21 11:42:52One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
Project management is the process of applying specialized knowledge, skills, tools, and methods to project activities so that the project can achieve or exceed the set needs and expectations within the constraints of limited resources. This diagram provides a comprehensive overview of the 8 components of the project management process and can be used as a generic template for direct application.
One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
One Hundred Years of Solitude is the masterpiece of Gabriel Garcia Marquez. Reading this book begins with making sense of the characters' relationships, which are centered on the Buendía family and tells the story of the family's prosperity and decline, internal relationships and political struggles, self-mixing and rebirth over the course of a hundred years.
Project management is the process of applying specialized knowledge, skills, tools, and methods to project activities so that the project can achieve or exceed the set needs and expectations within the constraints of limited resources. This diagram provides a comprehensive overview of the 8 components of the project management process and can be used as a generic template for direct application.
Chapter 5 Project Scope Management
project scope management
The project goals must be expressed more concretely and must be agreed upon among the stakeholders. Do things within the scope, and only do things within the scope, neither less nor more.
1Clear project boundaries 2 Monitor project execution work 3 Prevent project scope from spreading
Scope creep: new requirements from customers that exceed the scope baseline; uncontrolled expansion of product or project scope - creep caused by reasons external to the project
Scope gold plating: The customer did not put forward new requirements, and the project itself did extra work that was not needed - the spread caused by internal reasons within the project team
Scope creep: Customers continue to propose small, imperceptible scope changes without control, which cumulatively cause the project to seriously deviate from the scope baseline, causing the project to get out of control or fail.
Product scope (technical main line): The product or service epitomizes the functions of insurance - emphasizing the results
Determine whether the product scope is complete: judge based on whether the product meets the product description
Project scope (management main line): What the project must do in order to deliver the product - emphasizing the process
Determine whether the project scope is complete: Project scope baseline (approved project scope statement, WBS, WBS dictionary)
Product scope is the basis of the project scope. The definition of product scope is the description of the project scope. The definition of project scope is the basis of the product project management plan. The product scope description is an important part of the project scope statement. After the product scope is changed, it will first affect the project scope.
planning scope management
Input: 1 project management plan 2 project charter 3 enterprise environmental factors 4 organizational process assets
Tools & Techniques: Expert Judgment Conference
Output: 1 Scope Management Plan 2 Requirements Management Plan
scope management plan
content: 1. How to develop a project scope statement 2. How to create a WBS (work breakdown structure) based on the scope statement 3. How to maintain and approve WBS 4. How to confirm and formally accept completed project deliverables 5. How to handle changes to the project scope statement
WBS preparation guide content: 1. Determine that the WBS meets the requirements of the function and project, including replacement and non-replacement costs 2. Check whether the WBS provides logical breakdown of all project work 3. Ensure that the total cost of each specific layer is equal to the sum of the costs of the components of the next layer. 4. Examine WBS from a comprehensive adaptation and continuity perspective 5. All job responsibilities need to be assigned to individuals or organizational units
demand management plan
A requirements management plan describes how requirements will be analyzed, documented, and managed throughout the project life cycle. Throughout the entire process, The most basic tasks: Clarify the requirements and reach a consensus between the project team and users, establish a demand baseline, and establish a demand tracking capability contact chain to ensure that all user requirements are correctly applied, and when requirements change, they can completely control their scope of influence and always maintain Alignment of product and demand.
content: ①How to plan, track and report various demand activities ②Resources needed for demand management, ③Training plan ④Strategies for project stakeholders to participate in requirements management ⑤Criteria and correction procedures for judging inconsistencies between project scope and requirements ⑥Requirements tracking structure, ⑦Configuration management activities
Gather requirements
Input: 1 Scope Management Plan 2 Requirements Management Plan 3 Stakeholder Management Plan 4 Project Charter 5 Stakeholder Register
Output: Requirements document (exhaustive method) Requirements tracing matrix
Tools and techniques: 1 Interview 2 Focus group 3 Guided seminar 4 Group innovation technology 5 Group decision-making technology 6 Questionnaire survey 7 Observation 8 Prototype method 9 Benchmarking 10 System interaction diagram 11 Document analysis
Requirements classification
Business need: the reason for implementing the project (a high-level need across the organization)
Solution requirements (functional requirements, non-functional requirements)
Stakeholder needs
Transition needs
Project requirements
Quality requirements: Standards used to confirm the completion of deliverables 1. Basic requirements 2. Expected requirements 3. Unexpected requirements
Tools & Techniques
Interview
Focus group (one-on-one group interviews to obtain more valuable collective opinions)
Guided seminar (quickly define cross-functional requirements, coordinate differences among stakeholders, and finally form a consensus on the established goals)
Group innovation technology
Brainstorming BS (Everyone expresses his or her own opinion)
Nominal Group Techniques (Deepening of BS, Structured BS, Voting Ranking)
Delphi technique: Prevent personal opinions from being incorrectly amplified (experts, anonymity, multiple rounds, convergence, elimination of bias)
Concept/mind mapping (mind map, brain map, reflecting commonalities and differences, stimulating new ideas)
Affinity diagram (KJ diagram, the core is BS, helpful for WBS formulation)
Multi-criteria decision analysis (multiple criteria, weights, evaluations, rankings)
Group decision-making techniques (unanimous consent, majority principle, relative majority principle, dictatorship)
Benchmark comparison (children from other families can compare with the organization, internally and externally, identify best practices, form improvement opinions, and provide basis for performance appraisal)
Questionnaire
observe
Prototyping methods (risk mitigation, progressive detailing, agile, storyboarding)
System interaction diagram (topology diagram, visualization)
Document analysis (analyze existing documents)
requirements document
It can be a simple document that lists all requirements classified by stakeholders and priorities, or it can be a detailed document including an executive summary, detailed descriptions, attachments, etc.
Content: ① Business needs ② Stakeholder needs ③ Solution needs ④ Project needs ⑤ Transition needs ⑥Assumptions, dependencies and constraints related to requirements
Requirements tracking
Requirements management includes all activities to maintain the consistency and accuracy of requirements during the product development process, including controlling the requirements baseline, keeping the project plan consistent with the requirements, controlling the versions of individual requirements and requirements documents, and managing the connections between requirements and contact chains. , or manage dependencies between individual requirements and other deliverables of the project, track the status of requirements in the baseline.
Traceability: Requirements tracking is to establish and track the dependencies and logical connections between a single requirement and other elements, including various types of requirements, business rules, system components, and help files.
Two-way traceability
Forward tracking: Check whether each requirement in the requirements document can find a corresponding point in the subsequent work product (results); (to prevent requirements from being missed or biased)
Reverse tracing: Reverse tracing, checking whether the work results such as design documents, product components, test documents, etc. can all be found in the requirements document. (It is to check the source of the demand and understand why this demand is made, what is the source background and reasons)
1. The original user requirements can be traced back to the requirements document, which can distinguish the requirements affected by changes and ensure that the requirements document includes all user requirements.
2. Trace back from the requirements document to the corresponding original user requirements and confirm the source of each requirement.
3. Trace back the product elements from the requirements document to know the product elements corresponding to each requirement, thereby ensuring that the product elements meet the requirements.
4. Product elements are traced back to the requirements document so that project team members know the reason for the existence of product elements. (If the requirements document cannot be traced back, it may be gold plating; if the isolated product element is a legitimate feature, it may be missing requirements)
5. Tracking between requirement documents facilitates better processing of logical correlations between various requirements and checks for possible errors or omissions in requirement decomposition.
Requirements Tracking Matrix
The most common way to represent the chain of connections between requirements and other product elements is to use a requirements traceability (capability) matrix, a table that connects product requirements from their sources to the deliverables that satisfy the requirements.
Typical attributes recorded in the requirements tracking matrix include a unique identifier, a text description of the requirement, the reason for including the requirement, owner, source, priority, version, current status (for example, in progress, canceled, postponed, newly added, Approved, Assigned, Completed, etc.) and status date.
Define scope
Inputs: 1 Scope Management Plan 2 Project Charter 3 Requirements Document 4 Organizational Process Assets
Tools and techniques: 1 Expert judgment 2 Product analysis 3 Alternative generation 4 Guided seminars
Output: 1 project scope statement 2 project document updates
project scope statement
content
① Product scope description (gradually refine the characteristics of the product, service or result described in the project charter and requirements document) ② Acceptance criteria (define a series of conditions that must be met before the deliverable can pass acceptance, as well as the acceptance process) ③Deliverables ④Exclusions of the project (it is necessary to identify what is excluded from the project. Clearly stating what is not within the scope of the project will help manage the expectations of stakeholders) ⑤Constraints ⑥Assumptions
Function: ① Determine the scope, ② Communication basis, ③ Planning and control basis, ④ Change basis, ⑤ Planning basis
Create WBS
Input: 1 Scope management plan 2 Project scope statement 3 Requirements documents 4 Business environment factors 5 Organizational process assets
Tools and Techniques: 1 Decomposition 2 Expert Judgment
Output: 1 scope baseline 2 project file updates
WBS level
Milestone
A milestone marks the formal completion of a deliverable or phase. Important checkpoints are milestones, important milestones are baselines
work package
Work packages should be easy to completely assign to different people or organizational units, so it is required to clarify the direct interface of each work unit. Work packages should be very specific so that those responsible can understand their tasks, goals of effort, and responsibilities. The 8/80 rule (80-hour rule) recommends that the size of a work package should take at least 8 hours to complete, and the total completion time should not be greater than 80 hours
control account
A management control point. At this control point, scope, budget (resource planning), actual costs, and schedule are integrated and compared to earned value to measure performance. The control account is an element at a certain level of the WBS, which can be a work package or an element at a higher level than the work package.
planning household
Under the control account, there are WBS components where the work content is known but detailed progress activities are not yet available. Planning packages are WBS elements below the control account and above the work packages. The planning package is temporarily used for planning. As the situation becomes clearer, the planning package will eventually be broken down into work packages and corresponding specific activities.
WBS Dictionary
Also called WBS glossary, a document describing the various components of WBS. For each component of the WBS, include account code identification, work description, assumptions and constraints, responsible person or organizational unit, schedule milestones, related schedule activities, required resources, cost estimates, quality requirements, acceptance criteria, technology References, protocol information, etc. (WBS dictionary is actually equivalent to Xinhua dictionary, which is a description of each element in WBS)
Scope Baseline
Project scope statement - is a description of the project scope, key deliverables, assumptions and constraints. The entire scope is documented, including project and product scope.
WBS - hierarchical decomposition of the entire work scope (helps prevent scope creep)
WBS Dictionary - A document detailing deliverables, activities and progress information for each WBS component (helps evaluate the impact of changes)
WBS decomposition
Decomposition requires activities
①Identify and analyze deliverables and related work.
② Determine the structure and arrangement method of WBS.
③Refined and decomposed layer by layer from top to bottom.
④ Develop and assign identification codes for WBS components.
⑤Verify that the degree of decomposition of deliverables is appropriate
It should be completed and unanimously confirmed by all project team members, users and project stakeholders.
WBS division principles
①Functional or technical principles: When creating a WBS, you need to consider separating the work of different people.
②Organizational structure: For functional project organizations, WBS must also adapt to the organizational structure of the project.
③ System or subsystem: The overall system is divided into several main subsystems, and then each subsystem is decomposed.
WBS decomposition method
① Each stage of the project life cycle is used as the second level of decomposition, and products and project deliverables are placed on the third level.
②Main deliverables as the second level of decomposition
③Integrate various components that may be implemented by organizations other than the project team (for example, outsourcing work), and then as part of the outsourcing work, the seller needs to prepare the corresponding contract WBS.
WBS representation
Tree structure (organizational structure chart): WBS has clear levels, intuitiveness and strong structure, but it is not easy to modify. For large and complex projects, it is difficult to express the full picture of the project (small projects).
Tabular format (list format): The tabular format is less intuitive, but it can reflect all the work elements of the project (large projects).
Pay attention to 8 aspects when decomposing WBS
①The WBS must be deliverable-oriented: the sum of all lower-level elements must 100% represent the upper-level elements.
②The WBS must conform to the scope of the project. The WBS must include, and only include, activities required to complete the project's deliverables
③The bottom layer of WBS should support planning and control. WBS is the bridge between the project management plan and the project scope. The bottom layer of WBS must not only support the project management plan, but also enable management to monitor and control the project progress and budget.
④Someone must be responsible for the elements in the WBS, and only one person, although in fact multiple people may be required to participate.
⑤WBS guidance, WBS should be controlled at 4 to 6 layers. Of course, large projects can exceed 6 floors.
⑥WBS should include project management work (because management is part of the specific work of the project), as well as subcontracted work.
⑦ The preparation of WBS requires the participation of all (main) project stakeholders and the participation of project team members.
⑧WBS is not static. After the WBS is completed, the WBS may still need to be modified.
Confirm scope
Input: 1 Project Management Plan 2 Requirements Document 3 Requirements Tracking Matrix 4 Verified Deliverables 5 Work Performance Data
Tools and Techniques: 1 Check 2 Group Decision Making Techniques
Output: 1 Accepted deliverables 2 Change requests 3 Work performance information 4 Project document updates
The process of formal acceptance of a project's completed deliverables throughout the project, with the client or sponsor reviewing the deliverables together
Steps to confirm the scope: ① Determine the time when scope confirmation is required, ② Identify what inputs are required for scope confirmation, ③ Determine the standards and elements for the scope to be formally accepted, ④ Determine the organizational steps for the scope confirmation meeting, ⑤ Organize the scope confirmation meeting.
The focus is different:
Management: Pay attention to the scope of the project, which refers to the impact of the scope on the progress, funds and resources of the project. Whether these factors exceed the scope of the organization and whether they are reasonable in terms of input and output. [Corporate management won’t care about things that are too detailed. You only need to care about the rationality of input and output]
Customers: Care about the scope of the product and whether the project deliverables are sufficient to complete the product or service
Project managers: Pay attention to whether the deliverables are sufficient and must be completed, whether time, funds and resources are sufficient, major potential risks and prepared solutions.
Project team members: care about the elements they are involved in and responsible for in the project scope
Verify product: Verify whether the product is completed by the sponsor or customer at the end of the project (or phase), emphasizing whether the product is complete; Confirmation scope: Confirm the acceptance process by the customer or sponsor at the end of the phase for project deliverables .
The difference between confirmation scope and project closure:
① Although the scope confirmation and project closing work are not carried out in the stage, the scope confirmation emphasizes the verification and acceptance of the deliverables, while the project closing emphasizes the process work to be done to end the project (or phase).
② There is acceptance work in the confirmation scope and project closing. The confirmation scope emphasizes the acceptance of the project deliverables, and the project closing emphasizes the acceptance of the product.
The difference between confirmation scope and quality control:
① The scope of confirmation mainly emphasizes that the deliverables are accepted by the customer or sponsor; quality control emphasizes that the deliverables are correct and meet the specific quality requirements (quality standards) formulated for them.
②Quality control is usually carried out before the scope is confirmed, or it can be carried out at the same time; the scope of confirmation is usually carried out at the end of the stage, but quality control is not necessarily carried out before the stage.
③ Quality control is an internal inspection and is implemented by the corresponding quality department of the executing organization; the scope of confirmation is the inspection and acceptance of the project deliverables by external stakeholders (customers or sponsors).
Control range
Input: 1 project management plan 2 requirements documents 3 requirements tracking matrix 4 work performance data 5 organizational process assets
Tools & Techniques: Bias Analysis
Output: 1 Work performance information 2 Change requests 3 Project management plan updates 4 Project document updates 5 Organizational process asset updates
The process of overseeing the scope status of projects and products, managing changes to the scope baseline, and maintaining the scope baseline throughout the project. Controlling the project scope requires ensuring that all requested changes, recommended corrective actions, or preventive actions are processed through the implementation of the overall change control process. The scope control process is also used to manage changes when they actually occur.
① Influence the factors that lead to scope changes, and try to make these factors develop in a favorable direction.
② Determine whether the scope change has occurred.
③Manage the actual changes when scope changes occur, ensuring that all requested changes are processed in accordance with the overall change control process of the project
Replenish
1) Maintain the integrity of the project hierarchically to avoid missing essential components.
2) A work unit can only be subordinate to an upper-level unit to avoid cross-subordination.
3) Work units at the same level apply the same properties.
4) The work unit should be able to separate different responsible persons and different work contents.
5) Facilitate the needs of project management planning and project control.
6) The lowest-level work should be comparable, manageable, and quantitatively inspectable.
7) Project management work should be included, including subcontracted work.