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  • Process > Scope Management

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    Scope Management: Not Always Saying 'No'

    - by Brad Egeland

    How do we ensure that we aren’t running around reprimanding team members and shouting “No!” to everything that comes out of the customer’s mouth? Here are three steps to set scope management in motion and ensure that it’s a positive for the project.

    Freeze the Client!

    - by Kenneth Darter, PMP

    They approved the scope statement?! Freeze the client! Sigh...if only it were that simple. Maybe it's time to learn to love change instead of struggling against it.

    Coping with Scope: Eight Real-World Strategies

    - by Michael Wood

    Most scope management frameworks are designed around the definition of a finite scope based on limited knowledge and advocating tight controls to manage change. The challenge is how to weave change and scope recalibration rules into the fabric of the project. Here are eight strategies you might find useful in meeting the challenge.

    The Importance of Change Control

    - by Brad Egeland

    Why is change control so important? With everything a project manager is responsible for, why so much concern over it? What does it really mean, and how do we perform it?

    PMXPO 2012
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    The Line in the Sand

    - by Brad Egeland

    Scope management changes can be divisive. The project manager must recognize change requests for what they are and not let that requirements line in the sand be moved without a complete understanding and agreement among all parties--and a documented change that identifies how the project budget and hours are going to be affected.

    Managing Scope Creep

    - by John D'Entremont

    Every project runs the risk of scope creep, but not all scope creep should be prevented if it leads to enhancements that the customer needs. The key is how you document and manage it. Here are some suggestions for keeping your project on track, and adapting to stakeholder needs.

    Do You See What I See?

    - by Ian Whittingham, PMP

    What we perceive as reality is as much about what’s inside our heads as it is about what’s out there...which may be one reason why scope management can sometimes be a vexing experience for project managers.

    Team-Sourced Scope Creep

    - by Andy Jordan

    Repeat after me: Just because it comes from the project team doesn’t make it okay...

    The FANGs of Scope Creep

    - by Hans Robbers

    Managing the scope of a project is one of the main instruments in managing the project budget. Over the years, this writer has developed a more holistic view on scope management. This article explains the thinking behind the concept and provides examples and tips to manage each of the aspects.

    Requirements 101: BABOK

    - by Elizabeth and Richard Larson

    How does requirements management fit into a project management framework? Here is an overview of the knowledge areas in the Business Analysis Body of Knowledge (BABOK), and their relationship to the project management plan as described in the Project Management Body of Knowledge (PMBOK).

    When PMI is TMI (Part 1)

    - by Stephen Frein, PMP

    When PMI-style project management techniques don’t align with the culture and abilities of an organization, PMs are left frustrated and their colleagues skeptical of perceived PM mumbo jumbo. Both sides emerge with a reluctance to collaborate and a dramatically lessened taste for implementing project management techniques in their workplace.

    The Three Deadly Sins of EVM

    - by Mark Mullaly, PMP

    Former British prime minister Benjamin Disraeli is credited as saying, “There are three kinds of lies: lies, damned lies and statistics.” To this we clearly might also arguably add a fourth: earned value. Here we explain its three deadly sins--those of omission, commission and deception.

    The Best Advice I Never Got

    - by Brad Egeland

    Managing scope is like babysitting a two-year-old … developers don’t wait for your green light … you won’t be finishing every project … and forget glory: most accolades will come from customers, not your executive team. This is some of the best advice I never got as a new project manager.

    Home Base

    - by Greg Barber & Sylvana Scheffer

    Does your project feel like a moving target? Baselining is the key to successfully managing projects and provides the basis for the subsequent monitoring and controlling of the project performance. This article answers questions relating to the four Ws of baselining: Who, What, When and Why.

    The New Normal

    - by Harold Schroeder

    What constitutes a successful project? Should it be defined by budget and schedule, or by the extent to which the outcome adds real business value? Until the project management profession and its standards evolve to a more balanced “art and science” approach, success criteria will be misaligned with real business needs.

    Run, Forrest! Run!

    - by Brad Egeland

    What would you do if your life depended on the success or failure of the project you’re managing right now? What would you do differently to help ensure success? Anything? Everything? Here are four tips to keep you in the race.

    Quality Review Checklist for Project Definition

    Before you launch into the nitty-gritty details of your project plan, such as scheduling and resourcing, you had better make sure the project is in alignment with business objectives. Does it fit in with the existing business and technical environments of the enterprise? Is it even feasible? Does the customer approve of the proposed solution? Have you defined the solution clearly so you can plan it efficiently? Check it against this list.

    Agile Myths Debunked

    - by Dr. Andrew Makar, DMIT, PMP

    Don't believe everything you hear. The truth behind many agile software development myths will help you identify alternative methods to successfully deliver software.

    Change Order Request

    A change order will most certainly impact the scope of your project. By using this form and attaching it to the original statement of work, you can present the change order to those who must approve it.

    The Scope Creep Shuffle

    - by Matthew D. Gonzalez, MCSE, PMP

    When is a requirement acceptable, and when is it not acceptable?

    Contract Killing

    - by Dr. David F. Rico, PMP, CSM

    Does the use of agile project management require new contract models in order to be successful? Can agile project management be used with traditional fixed-price contracts? Does agile project management require a new type of contract (and if so, what kinds)? Furthermore, wouldn’t a new type of contract discourage the use of agile PM?

    Siebel Scope Statement

    Begin your Siebel implementation project by defining the scope at a high level. Here's an example from the Financial industry.

    Project Impact Analysis on Scope

    Even a small change can have a huge effect on a project. This impact analysis study will help you measure the effect of a potential change on your project's scope.

    Project Proposal Compliance Assessment

    The purpose of this document is to assess whether a project proposal meets an acceptable standard. Does your project proposal measure up in terms of scope, cost, timeframe and governance?

    Testing Services Review Form

    This Testing Services Review Form outlines major factors to consider when testing software, middleware or Web-based applications.

    Architecture Services Review Form

    This Architecture Services Review Form outlines major factors to consider when contracting architecture services.

    The PMO: Form and Function

    - by Andrew Makar, PMP

    When developing or restructuring a project management office, there are several PMO types to consider, each with various levels of scope and influence based on their defined functions. In a new series, here’s a look at how PMOs can play key roles in areas ranging from governance and performance management, to risk and communication.

    Components of a Statement of Work (SOW)

    The statement of work (SOW) encompasses the goals, scope, deliverables, cost and schedule estimates, stakeholder roles, chain of command and communication guidelines for a project. Learn how to put a quality SOW together by studying its components.

    Training Scope Document

    The purpose of this document is to present a comprehensive summary of the discussions and analyses completed to date for development of training to support your project.

    Detailed Project Charter

    This is a detailed Project Charter template for projects of any size. It is full of hints and tips to guide you through the chartering process.

    Project Impact and Recommendations Report

    Improved deliverable! Would you like to have a lot of explaining to do in the end about why your project fell short of its mark? Probably not! Report any issues that may adversely impact project schedule, resourcing, budget, scope or other key project elements, and propose alternative solutions that will minimize the impact. Don't forget to get the requisite formal approvals.

    System Scope

    This matrix will help you determine which systems and their components will be replaced, changed or impacted by the new application package.

    Change Impact Analysis

    Change isn't always good. Any change to a construction project can impact the scope or the cost. Think about the implications before you act. Use this form as a guideline.

    Idea 'Parking Lot' Template

    - by George Spafford

    An excellent idea that is too far outside of your current project's scope may warrant a project of its own, or inclusion in the next phase or a project. Be sure to keep it alive by parking it in this list of opportunities for review.

    PMO Marketing Presentation

    This PowerPoint presentation template offers a step-by-step outline for emerging project management offices (PMO) to use when educating the larger organization about their purpose, scope and key functions. Based on a PMO marketing presentation used within a Fortune 500 company's IT organization, the template can be tailored, customized and reused according to your PMO's specific structure, mandate and needs.

    Project + Government = Change

    - by Kenneth Darter, PMP

    Transitions can be difficult when management and stakeholders change--something that happens on a regular basis in the government. Some basic guidelines can keep the project on track.

    Mayan Timebox

    - by Mike Griffiths

    The Mayans may have had the first timeboxed project--they had a strict 2012 timebox cutoff with little room for extension (you know, since the world would no longer exist). Although agile methods have been preaching the benefits of fixed timeboxed schedules since their creation, it still raises concerns with many stakeholders. That's because timeboxing with flexing scope is the worst form of project compromise--until, that is, you try the alternatives.

    Charting Project Direction

    - by Jim Harris

    If you don’t know where you are going, how will you know when you will get there? Unless you want to be going around in circles, contemplating a failed project, you’ll need a project charter.

    Changing the Enterprise: The Right Way

    - by Andy Jordan

    Anyone who has been a project manager for a while will have run into an organizational change management project--and has likely experienced some of the unique challenges that they present. We all know that there is no such thing as an easy project, but making fundamental changes to the company or department in which we work presents a whole new set of potential pitfalls. Successful organizational change management needs careful planning and execution--and here we help you prepare for this tricky time.

    Requirements Practices Every Project Manager Must Know

    - by Walt Washburn, PMP

    The practices presented in this article--to build a requirements tree, create and use a requirements traceability matrix, and manage to requirements baselines--will make a significant difference in an organization’s success rate and promote improved partnership and standing within the enterprise.

    IT Projects: Built to Last

    - by Mark Mullaly, PMP

    The Brooklyn Bridge, the Eiffel Tower, the Golden Gate Bridge--like these marvels of construction, project management comes from a solid foundation. The construction industry has learned that estimation, team dynamics and scope management are important keys to successful projects. Maybe IT project managers can learn something from their hard-hatted counterparts.

    Getting Fixed

    - by Hans Robbers

    How do you make a fixed-price contract work? This article investigates the reasons why IT projects tend to overrun the budget--and the mitigating actions that can be applied.

    Stakeholder Engagement, Not Stakeholder Management

    - by Mark Mullaly, PMP

    Few project managers discuss stakeholders without in some way referencing the need to employ "stakeholder management". Not only have we invented a dehumanizing four-syllable word for "person", we've also now implied that they are people that need to be managed. Luckily, there's a simple solution here. Read about three letters that make a lot of difference.

    Project HEADWAY: Defining Project Scope

    One of the most misunderstood and frustrating aspects of any project is defining and understanding the project scope. What is scope? How do you define it? Where does it come from? So many questions! This file requires the WebEx Player. It is 4.8Mb.

    A Question of Credibility

    - by Steven Starke

    Why are project managers afraid to stop projects? So often after being assigned to a project, project managers try to run before they walk. This is especially common when the project is already in progress. You can quickly get caught up in the momentum of work and forget to question whether the work is justified. If this is truly the case, shouldn’t more projects be stopped? What if it means losing your job?

    Agile + Earned Value

    - by Katia Sullivan

    Agile and earned value are inherently different approaches to managing projects, but they can complement each other in support of flexibility and bottom-line value. Here are three practical tips to help you bridge the gap between an agile approach and the earned value reports and measurements many organizations require.

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.