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EuroProjex

Project and Programme Management


Session 2.1 Managing scope
Professor J Rodney Turner
Adjunct Professor
Drexel University, Philadelphia
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Managing scope
Principles
Product and work and breakdown
Project definition
Project definition report
Avoiding unnecessary work
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Beneficial change project results


Exploitation
Improved
performance

Goals

Benefit

Operation

Outcomes

Resources

Project

Outputs

Do the right
project

Implementation

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Do the projects right

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Benefits definition and delivery


Output Outcome

New
Asset

Goal

Capability
1

Step1
1

Step2
1

Problem
1

Capability
2

Step1
2

Step2
2

Problem
2

Capability
3

Step1
3

Step2
3

Problem
3

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Goal
Value

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The project

Scope

Project

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Output

New
Asset

Outcome

Goal

Capability
1

Step1
1

Step2
1

Problem
1

Capability
2

Step1
2

Step2
2

Problem
2

Capability
3

Step1
3

Step2
3

Problem
3

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Goal
Value

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Scope management - definition

A process to ensure that


a sufficient or adequate amount of work is done
unnecessary work is not done
the work that is done delivers the desired benefit

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Four steps of scope management

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Develop the concept through the projects


objectives and product breakdown
Define the scope of work through the work
breakdown
Authorize and execute work, and monitor
and control progress
Commission the project output to deliver the
outcome and obtain the benefit
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Managing scope
Principles
Product and work and breakdown
Project definition
Project definition report
Avoiding unnecessary work
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Planning on several levels

A journey of a thousand miles begins with a


single step.
Lao Tsu

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Henley

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St Tropez

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Project definition

Purpose

Objective

get ti St Tropez

Scope

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go on holiday

Travel overland by car

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Henley

Dover
Calais

Beaune

Milestones
Level 1 Plan

Lyons

Aix-en-Provence

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Henley

St Tropez

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Dover

Portsmouth

Zeebrugge

Calais

Le Havre
Beaune

Coordinating with
other resources

Lyons

Geneva

Bordeau
Aix-en-Provence

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St Tropez

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Level 2 plan
M40

M25
Dartford Crossing
M2

M4
M25

M20

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Henley

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Dover
Calais

Beaune

Rolling wave
planning

Lyons

Aix-en-Provence

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St Tropez

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Breakdown

A process by which the project is divided and


sub-divided for management and control
purposes
Product breakdown
the results are defined over several levels
the work to deliver the results at each level is
identified

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Corporate strategy to project strategy


Corporate
Strategy
Context

Portfolio
Objectives
Portfolio
Strategy

Program
Objectives
Program
Strategy

Project
Objectives
Project
Strategy

Work area
Objectives
Work area
Strategy

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Project strategy
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Team
Objectives
Team
Strategy

Individual
Objectives
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Typical work break-down structure


Work Element

Programme
Project
Area of work
Work package
Activity
Task
Item
Step

Deliverable

Duration

Development
Opportunities
Project Objective
Milestone
Component

<
<
<
<
<
<
<

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Years
Quarters
Quarters
Months
Weeks
Days
Hours

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Advantages of breakdown

Better control
avoid scope creep
configuration management

Coherent delegation

Better estimating

estimating at the right level

Containment of risk

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organization breakdown

level of breakdown varies according to risk


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Managing scope
Principles
Product and work and breakdown
Project definition
Project definition report
Avoiding unnecessary work
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The project

Scope

Project

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Output

New
Asset

Outcome

Purpose

Capability
1

Step1
1

Step2
1

Problem
1

Capability
2

Step1
2

Step2
2

Problem
2

Capability
3

Step1
3

Step2
3

Problem
3

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Goal
Value

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Project definition
Purpose/Outcome - (Business Objective)
Why?

Purpose
Facility

problem
opportunity
benefit - OOM - 50%

Work

Outputs/Deliverables - (Project Objectives)


What?

what is delivered on the last day - the facility


measurable output - quantitative/qualitative

Scope
How?

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problem solving
options, costs vs benefit, value
in - high level definition of work
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out - nice to haves/delegate/interfaces

Delegate

Share

IN
Nice to have
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Poor product definition

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Managing scope
Principles
Product and work and breakdown
Project definition
Project definition report
Avoiding unnecessary work
EuroProjex

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Project charter

A tightly worded document outlining what is


to be done and the boundaries of the project
Includes
Background

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to the project
Key assumptions
Business commercial needs
Scope of work
Identify key activities, budgets and dates
Comment on how the project is to be managed
Role of the project manager
Reporting structure
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Project definition report - contents

Background
Benefits map
Project definition

Work structure

responsibility chart
stakeholder analysis

Constraints

milestone plan

Organization

purpose/scope/objectives

time, costs, risks, quality

Rough Investment Appraisal


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PRINCE 2 project brief

Background
Outline business case

Project definition

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reasons, purpose
link to company strategy
objectives, products
scope
constraints
interfaces

Customer quality expectations


Acceptance criteria
Known risks
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Mandate, brief, charter

Prince 2
senior management write the mandate to initiate
the project
the sponsor and manager and write the brief and
obtain senior management approval
the manager writes the project initiation
document and obtains the sponsors approval

PMI PMBoK

senior management instruct the manager what to


do through the project charter
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Team charter

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Project name and logo


Purpose of the project
Key performance goals
Measures of success
Roles and responsibilities
Project team values, trust
Managing issues and conflict resolution
Assessment and team effectiveness
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Managing scope
Principles
Product and work and breakdown
Project definition
Project definition report
Avoiding unnecessary work
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Scope creep

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Did your project ask for this

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Scope creep

and you ended up building this???

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Scope creep

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Scope creep

Impact
cost
time

Avoiding
contract
change management

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Change management

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Even if you defined the scope properly and


the customer validated it.
this does not mean that there will not be
change !

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Change management

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The cost of scope change

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Cost of change

Emphasis of
Configuration
Management
Cost of
Error

General
Shipbldg
IT

Stage
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Define
Specification

1
1
1

n
3
10

Feas Design

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Deliver
Specification

n2
9
100

Execution

n3
27
1000

Close

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END of SESSION 2.1


rodneyturner@europrojex.co.uk
johnrodney.turner@polimi.it

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