Scope Planning
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Project Management
Chapter 9: Scope Planning
1
Scope Planning
Defining the scope
Project requirements
Scope Inputs
Requirements traceability matrix
Work Breakdown Structure (WBS)
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Project Management
Chapter 9: Scope Planning
Project Scope
One of the main activities in the Project Planning phase is determining and documenting the project scope.
Project scope is the definition of all the work needed to successfully meet the project objectives.
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Project Management
Chapter 9: Scope Planning
Deliverables
Must be described in a sufficiently low level of details
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Project Management
Chapter 9: Scope Planning
Scope
Be as specific as you can
Where possible, the scope statements should include how the results will be measured so you and your sponsor will know with certainty whether that part of the scope has been achieved
Requirements should tie to things like the organization’s strategic plan and business objectives
Mention things that are explicitly NOT included: is this limited to certain locations? If in an international context, is it in only one language?
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Project Management
Chapter 9: Scope Planning
Scope
| Not measurable | Measurable |
| A new registration system | With the new system, students will be able to register for classes using a browser or a smartphone. |
| The system will be fast | Response time will be under 1 second |
| The system will support the required volumes | 75 students must be able to add an average of 3 classes each 15-minute period. |
| Happy users | User satisfaction will be measured by a standardized set of questions and will measure 5 or higher on a 7-point scale. |
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Project Management
Chapter 9: Scope Planning
Types of requirements
Functional
Non-functional
Performance
Development
Technical
Business
User
Regulatory
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Project Management
Chapter 9: Scope Planning
Software requirements fundamentals
Unique challenges
Must be verifiable
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Project Management
Chapter 9: Scope Planning
Measuring requirements
Each type of requirement may require a different type of measure:
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Project Management
Chapter 9: Scope Planning
Scope inputs-techniques
Interviews
Focus groups
Facilitated groups– JAD, QFD
Group creativity techniques such as brainstorming
Prototyping
Observation
Questionnaires and surveys
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Project Management
Chapter 9: Scope Planning
Scope Inputs-sources
Project sponsor
Management
Strategic Plan
Users
Customers
Competitors
Suppliers
Regulations
and others
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Project Management
Chapter 9: Scope Planning
Requirements Traceability Matrix
Links requirements to their origin
Traces them throughout the project process
May link requirements to:
business needs, opportunities, goals, and objectives;
project objectives;
project scope/WBS deliverables;
product design;
product development;
test strategy and test scenarios;
or may link
High-level requirements to more detailed requirements.
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Project Management
Chapter 9: Scope Planning
Simplified Requirement Traceability Matrix
| Code | Description | Source | Priority | Status |
| 5 | User interface must comply to company standard | Corporate IT standards manual | 1 | In-progress |
| 5-1 | Help text uses corporate fonts | Corporate style manual | 2 | complete |
| 8-6 | Include the users in the testing | Project Charter, item 7 | 1 | |
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Project Management
Chapter 9: Scope Planning
Requirements Traceability Matrix fields
Unique identifier
Requirement statement
Source
Design specification reference
Test specification
Test case numbers
Remarks
… and more depending on the particular situation
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Project Management
Chapter 9: Scope Planning
WBS Creation
List all the project outputs (deliverables and other direct results);
Identify of all the activities required to deliver the outputs.
Subdivide the activities into sub-activities and tasks.
Identify the deliverable and milestone(s) of each task
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Project Management
Chapter 9: Scope Planning
Creating the WBS
