FOPM Lecture#4 by Farid Zafar

Develop Project Charter
 Input: (Pre Project Activities)
 PSoW
 Business Need (Market Demand, technical advance, legal or Govt.)
 Product Scope Description (Product / Service / Result)
 Strategic Plan (Goal, Vision, Mission)
 Business Case (Justification)
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Cost Benefit Analyst (feasibility)
 Contract (If external customer)
 Tools & Techniques
 Expert Judgment
 Output:
 Project Charter and its content
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Project Purpose
High level requirements
High level risks
Summary milestones
Summary budget
Project Scope
Management
Where are we
 We have completed the initiation process
We are ready to start the Project Planning Process
 Purpose of this Lecture:
 Defining Project Goals & Objectives
 Discovering Requirement
 Agreeing on Deliverables
 Determining Assumptions & Constraints
 Compiling the Project Scope Statement
What is Scope?
 Project scope –The work that must be done in order to deliver a product
with the specified features and functions.
 Project Scope Management includes the processes required to ensure that
the project includes all the work required, and only the work required, to
complete the project successfully, with all the requirements and
characteristics agreed upon.
 Project Scope Management is primarily concerned with defining and
controlling what is and is not included in the project.
Plan Scope Management
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COLLECT REQUIREMENTS
How requirements can be collected?
COLLECT REQUIREMENTS
 How do you collect requirements?
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INTERVIEWS (Directly with stakeholders)
FOCUS GROUPS (prequalified Stakeholders & Subject matter
experts)
FACILITATED WORKSHOPS (Focused cross functional
stakeholders)
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JAD Joint application design, QFD Quality function development
GROUP CREATIVITY TECHNIQUES (brainstorming, nominal
group technique, Delphi Technique, Idea/mind mapping,
Affinity Diagram)
GROUP DECISION MAKING TECHNIQUES (Unanimity,
Majority, Plurality, Dictatorship)
QUESTIONNAIRE AND SURVEYS (wide number of
respondents)
OBSERVATION (viewing individual in their environment)
PROTOTYPES (early feedback by providing a working model)
Bench marking, Context Diagram and Document Analysis
Collect Requirements
 For the requirement that you gathered, you make
these three documents to proceed further.
Requirement Documentation
1.
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Business need or opportunity to be seized
Project objectives for traceability
Functional requirements (business processes, information)
Non-functional requirements (level of services, performance, safety)
Quality requirements
Acceptance criteria
Business rules
Impact of other organizational area, sales, technology group
Support and training requirements
Requirements assumptions and constraints
Requirement Management Plan
2.
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How requirement activities will be planned, tracked & reported
How changes to the product initiated, impact analysis and level of authorization
for approval of change
Requirement Prioritization process
Collect Requirements
3.
Requirement Traceability Matrix
A table that links requirements to their origin and traces them
throughout the project life cycle.
 It helps to ensure that each requirement adds business value by linking it
to the business and projective objectives.
 It provides a mean to track requirements throughout the project life
cycle.
 Help to ensure that requirements approved in the requirement
documents are delivered at the end of the project.
 It provides a structure for managing changes to the product scope.
Attributes are associated with each requirement and recorded in the
requirement traceability matrix; such as: a unique identifier, textural
description of each requirement, rationale of inclusion, owner, source,
priority, version, current status and date completed.
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Requirement Traceability Matrix
ID
Associate
ID
Requirement
Description
Business
Need
Opportuniti
es Goals,
Objectives
Project
Objective
WBS
Deliverable
Product
Design
Product
Development
Test
Cases
Define Scope
 After collecting requirements, you do a PRODUCT
ANALYSIS ( Product breakdown, requirement analysis, system
engineering, value engineering and value analysis) and you also do
an ALTERNATIVE IDENTIFICATION (different approaches to
execute and perform the work of the project) and you produce a
scope statement.
 Scope statement is very important for a project manager due to the
following reasons:
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It Includes Major Deliverables
It also Includes the deliverables excluded from the project
I shows major assumptions and risk factors in the project
It lists out all project requirements that are gathered from the previous
stem
It is then signed by the project manager, sponsor, major stakeholders
and some vendors that may have major part to play in the project.
It is a total commitment from the Project manager and the sponsor.
Project Charter Vs Project Scope Statement
a comparison
Project Charter
Project Scope Statement
•Purpose or Justification
•Measureable Project Objectives
and Success Criteria
•High-level requirements
•High-level project description
•High-level Risk
•Summary Milestone Schedule
•Summary Budget
•Stakeholder List
•Project Approval requirements
(success factor, who decides an
who signs)
•Assigned Project Manager
•Name and authority of the
sponsor
•Project Scope Description
(progressively elaborated)
•Acceptance Criteria
•Project Deliverables
•Project Exclusions
•Project Constraints
•Project Assumptions
CREATE WBS
 Since in define scope, we prepare scope statement therefore we can
now break the project into work packages, also known as
deliverables.
 The technique we use in breaking project into work packages is
called Decomposition. This decomposition techniques provides us
an output of :
WBS : It is a deliverable-oriented hierarchical decomposition of the
work to be executed by the project team
WBS DICTIONARY (Code, description of work, responsible
organization, list of schedule milestones, associated schedule
activities, resources required, cost estimates, quality
requirements, acceptance criteria)
SCOPE BASELINE: A component of project management plan (PSS,
WBS, WBS Dictionary)
PROJECT DOCUMENT UPDATE
Scope Statement is then passed on to the Project Time
Management and Project Quality Management to plan for Time
and Quality.
Validate SCOPE
 INPUT
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PROJECT MANAGEMENT PLAN
REQUIREMENTS DOCUMENTATION
REQUIREMENTS TRACEABILITY MATRIX
Verified DELIVERABLES
 TOOLS AND TECHNIQUES
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INSPECTION (Includes activities such as measuring, examining and verifying to
determine whether work & deliverables meet requirement and product
requirement criteria. Also called: review, product reviews, audits & walkthroughs)
 OUTPUTS
 ACCEPTED DELIVERABLES
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The ones that meet the acceptance criteria are formally signed off and
approved.
CHANGE REQUESTS (the once not meet acceptance run through project
integrated change control process)
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PROJECT DOCUMENT UPDATES
CONTROL SCOPE
 INPUT;
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PROJECT MANAGEMENT PLAN
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WORK PERFORMANCE INFORMATION
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Scope base line is compared to actual
Scope management plan describes how to manage and control scope
Change management plan
Configuration management plan (those items that require formal change control)
Requirement measurement plan
Information about project process
REQUIREMENTS DOCUMENTATION
REQUIEMENT TRACEABILITY MATRIX
ORGANIZATIONAL PROCESS ASSETS
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Existing formal & informal scope control related policies, procedures and guidelines
Reporting and monitoring methods to be used
**Control Scope is the process of monitoring the status of the project and product scope and
managing changes to the scope baseline.
Controlling the project scope ensures all requested changes and recommended corrective or
preventive actions are processes through the Perform Integrated Change Control process.
Uncontrolled changes are often referred as Project Scope Creep.
Control Scope
 TOOLS AND TECHNIQUES
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VARIANCE ANALYSIS: assess the magnitude of variation from
original scope baseline.
 OUTPUTS
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WORK PERFORMANCE MEASUREMENTS (Planned vs
Original)
ORGANIZATIONAL PROCESS ASSETS UPDATES
 (causes of variance, corrective measures, lesson learned)
CHANGE REQUESTS to the scope baseline or other components
of project management plan
PROJECT MANAGEMENT PLAN UPDATES
 Scope baseline cost baseline and schedule baselines update,
PROJECT DOCUMENT UPDATES
 Requirements documentation
 Requirement traceability matrix
Thank You
Any Questions?
Next Lecture:
Project Time Management