05-Project Scope Management
05-Project Scope Management
6TH EDITION
BY:MAZEN ALSAYED
Lecture 02 : Project Scope Management
Contents
2 Collect Requirements
Planning
3 Define Scope
4 Create WBS
5 Validate Scope
M&C
6 Control Scope
2 24 10 12 1
[email protected] 2
Eng. Mohamed Raslan, PMP
+2-0100-535-4327
Project Scope Management (Planning)
• includes the processes required to ensure that the project includes all the work
required, and only the work required, to complete the project successfully
إلكمال ر، واألعمال المطلوبة فقط،المشوع يشمل جميع األعمال المطلوبة
.المشوع بنجاح المشوع تشمل العمليات الالزمة للتأكد من أن ر
• إدارة نطاق ر
• Managing the project scope is primarily concerned with defining and controlling what is and is not
included in the project. َ المشوع ف المقام األول بتحديد ما ُي
َ درج وما ال ُي
درج ف ر ✓ تهتم إدارة نطاق ر
المشوع وببطه ي ي
Product Scope .نطاق المنتج الن يتمي بها منتج أو خدمة أو نتيجة
السمات والوظائف ي
• The features and functions that characterize a product, service, or result
Ex: 30 floors tower & 1000 beds hospital
➢ Completion of the project scope is measured against the project management plan
According to the PMBOK Guide 6th edition, product scope is the features and functions that characterize a product,
service or result.
For example, if the product is a bridge, the product scope might be its length, width, load strength, etc.
If the product is a cell phone, its product scope will be its screen size, battery backup, processor speed, camera type,
memory, etc.
However, if the project is initiated by your organization, you will have to define the product scope.
اﻟﻤﺆﺳﺴﺔ ھﻲ اﻟﺘﻲ ﺗﻨﺸﺄ اﻟﻤﺸﺮوع
In this case, you meet with all the stakeholders to find their expectations and requirements regarding the final product.
Once the requirement and expectations are finalized, you get them signed by stakeholders and then forward them for
approval
The project scope is the work required to create the product. It also defines what is in the scope and whatnot, which
helps you avoid scope creep.
According to the PMBOK Guide 6th edition, project scope is the work performed to deliver a product, service, or result
with the specified features and functions.
• Creating a scope management plan that documents how the project and product scope will be defined,
validated, and controlled. • عملية وبع خطة إلدارة النطاق والن توثق كيفية تحديد نطاق ر
المشوع والمنتج والتحقق منه وببطه ي
✓ Provides guidance and direction on how scope will be managed throughout the project.
✓ توفر اإلرشاد والتوجيه بشأن كيفية إدارة النطاق عل مدار ر
.المشوع
1. Project charter
1. Expert judgment 1. Scope management
2. Project management plan
2. Data Analysis
plan 2. Requirements
3. Meetings
3. Enterprise management plan
environmental factors
4. Organizational
process assets
✓ The project charter documents the project purpose, high-level project description, assumptions,
constraints, and high-level requirements that the project is intended to satisfy.
✓ Project life cycle description. The project life cycle determines the series of phases that a project passes
through from its inception to the end of the project.
✓ Development approach. The development approach defines whether waterfall, iterative, adaptive, agile, or a
hybrid development approach will be used.
2- DATA ANALYSIS
ﺗﺤﻠﯿﻞ اﻟﺒﺪاﺋﻞ ﺑﻄﺮق ﻣﺨﺘﻠﻔﺔ ﻟﺘﺠﻤﯿﻊ اﻟﻤﺘﻄﻠﺒﺎت ﻟﻠﺘﺤﻘﻖ واﻟﺘﺤﻜﻢ ﻣﻦ ﺗﻘﯿﻢ اﻟﻨﻄﺎق
A data analysis technique that can be used for this process includes but is not limited to alternatives analysis.
Various ways of collecting requirements, elaborating the project and product scope, creating the product, validating
the scope, and controlling the scope are evaluated.
4- Meeting
Project teams may attend project meetings to develop the scope management plan. Attendees may include the
project manager, the project sponsor, selected project team members, selected stakeholders, anyone with responsibility
for any of the scope management processes, and others as needed.
BY: EL-Sayed Mohsen , PMP®, PMI- RMP®
Lecture 02 : Project Scope Management
1. Plan Scope Management (Planning)
Outputs
✓ Process for preparing a project scope statement. عملية إعداد بيان نطاق ر
المشوع
✓ Process that enables the creation of the WBS from the detailed project scope statement.
✓ Process that establishes how the scope baseline will be approved and maintained.
✓ Process that specifies how formal acceptance of the completed project deliverables will be obtained.
• How project and product requirements will be analyzed, documented, and managed
• Determining, documenting, and managing stakeholder needs and requirements to meet objectives.
وإدارتها لتحقيق أهداف ر، وتوثيقها،بالمشوع
.المشوع ر • عملية تحديد احتياجات ومتطلبات المعنيي
✓ Provides the basis for defining the product scope and project scope.
✓ توفر األساس لتحديد نطاق المنتج ونطاق ر
.المشوع
( 2 ) Collect Requirements
Tools &
Input
Techniques Outputs
✓ Scope management plan. Contains information on how the project scope will be defined and developed.
✓ Requirements management plan. Contains information on how project requirements will be collected,
analyzed, and documented.
ﺧﻄﺔ ﻧﺴﺘﺨﺪﻣﮭﺎ ﻟﻔﮭﻢ ﻣﺘﻄﻠﺒﺎت اﻻﺗﺼﺎل اﻟﺨﺎﺻﺔ ﺑﺎﺻﺤﺎب اﻟﻤﺼﻠﺤﺔ وﻣﺴﺘﻮي اﻟﺨﺎص ﺑﺎﻟﻤﻌﻨﯿﯿﻦ ﻟﺘﻘﯿﯿﻤﮭﺎ
✓ Stakeholder engagement plan. Used to understand stakeholder communication requirements and the level of
stakeholder engagement in order to assess and adapt to the level of stakeholder participation in requirements
activities.
BY: EL-Sayed Mohsen , PMP®, PMI- RMP®
Lecture 02 : Project Scope Management
2. Collect Requirements (Planning)
✓ Lessons learned register. Used to provide information on effective requirements collection techniques
لتوفي معلومات عن األساليب الفعالة لجمع المتطلبات
✓ Stakeholder Register. Used to identify stakeholders who can provide information on the requirements. It
also captures requirements and expectations that stakeholders have for the project.
َ
كما يسجل متطلبات وتوقعات أصحاب المصلحة بالنسبة ر.ستخدم ف تحديد المعنيي الذين يمكنهم توفي معلومات حول المتطلبات
.للمشوع ي ُي
Business case, which can describe required, desired, and optional criteria for meeting the business needs
. واالختيارية لتلبية احتياجات العمل، والمرغوبة،وصف المعايي المطلوبة
BY: EL-Sayed Mohsen , PMP®, PMI- RMP®
Lecture 02 : Project Scope Management
2. Collect Requirements (Planning)
Inputs
❑ Agreements االتفاقيات
❑ Data Gathering
Benchmarking
Focus Groups
Questionnaires and
Surveys
Interviews
▪ Used to generate and collect multiple ideas related to project and product requirements
لتوليد وتجميع عدة أفكار مرتبطة بمتطلبات ر
المشوع والمنتج
TT ❑ Interviews المقابالت
▪ Bring together prequalified stakeholders and subject matter experts to learn about
their expectations. والخياء المتخصصي ف المجال للتعرف عل توقعاتهم ً
ي ر ا مسبق تجمع بي المعنيي المؤهلي
✓ Written sets of questions designed to quickly accumulate information from a large number
of respondents. ً ✓ مجموعات مكتوبة من األسئلة مصممة لجمع المعلومات ش
يعا من عدد كبي من المشاركي
Benchmarking
TT ❑ Benchmarking .مقارنات األداء
✓ Benchmarking involves comparing actual or planned practices, such as processes and operations, to
those of comparable organizations to identify best practices, generate ideas for improvement, and
provide a basis for measuring performance. The organizations compared during benchmarking can be
internal or external.
مقارنة المنتجات والعمليات والممارسات الفعلية أو المخطط لها بمثيالتها لدى المؤسسات المماثلة وذلك
الن
ويمكن أن تكون المؤسسات ي. ووبع أساس لقياس األداء، وتوليد أفكار للتحسي،لتحديد أفضل الممارسات
خضعت للمقارنة أثناء مقارنات األداء داخلية أو خارجية
1- Voting: التصويت
ر
Plurality : األكيية
Unanimity : اإلجماع Majority : األغلبية
Everyone agrees on a single course of action Support from more than 50% The largest group even if no majority
TT ❑ Decision Making
✓ One individual takes responsibility for making the decision for the group
✓ يتحمل فرد واحد مسؤولية القرار نيابة عن المجموعة
✓ Uses a decision matrix to provide a systematic analytical approach for establishing criteria, such as risk
levels, uncertainty, and valuation, to evaluate and rank many ideas.
مثل مستويات،هو أسلوب يستخدم مصفوفة قرارات لتوفي طريقة تحليلية منتظمة إلرساء المعايي
المخاطر والشك والتقدير لتقييم العديد من األفكار وترتيبها
✓ Allow large numbers of ideas to be classified into groups for review and analysis.
✓ تسمح بتصنيف أعداد كبية من األفكار يف مجموعات للمراجعة والتحليل
TT ❑ Interpersonal and team skills: المهارات الشخصية ومهارات فريق العمل
طرح سؤال أو مشكلة عل المجموعة .كل شخص يولد أفكاره أو يدونها يف صمت. • ُي َ
سجل جميع األفكار.يدون المنسق األفكار عل لوح ورف قالب حن ُت َّ ِّ •
ً ي َّ
• تناقش كل فكرة ُمسجلة حن يكون لدى جميع أفراد المجموعة ً َ ُ
فهما وابحا.
شا إلعطاء األولوية لألفكار, ،وقد يحدث التصويت يف عدة جوالت لتقليل األفكار واليكي عليها. ّ
يصوت األفراد ً •
ً ّ
وبعد كل جولة ،تدون األصوات ويجري اختيار أعل األفكار تصويتا.
2- Observation/conversation: الحوار/المالحظة
✓ A direct way of viewing individuals in their environment and how they perform their jobs or tasks
Benchmarking
and carry out processes.
تقدم عمليات المالحظة والحوار طريقة ر
.مباشة لمشاهدة األفراد يف بيئة عملهم وكيفية أداء وظائفهم أو مهامهم وأثناء تنفيذ العمليات
✓ It is particularly helpful for detailed processes when the people who use the product have difficulty or are
reluctant to articulate their requirements
وه مفيدة عل وجه الخصوص مع العمليات المفصلة عندما يواجه األفراد الذين يستخدمون المنتج صعوبة يف اإلعراب عن متطلباتهم أو ال يرغبون يف ذلك
ي
✓ can be used to quickly define cross-functional requirements and reconcile stakeholder differences.
شعة تحديد المتطلبات متعددة الوظائف وتسوية الخالفات بي المعنيي
✓ Well-facilitated sessions can build trust, foster relationships, and improve communication among the
participants.
تساعد الجلسات المنسقة بطريقة جيدة يف بناء الثقة وتعزيز العالقات وتحسي االتصال بي المشاركي
Context diagrams visually depict the product scope by showing a business system (process, equipment,
computer system, etc.), and how people and other systems (actors) interact with it.
ً وصفاً
وكيفية تفاعل،) وغيها، وأنظمة الحاسوب، والمعدات،مرئيا لنطاق المنتج من خالل عرض نظام العمل (العمليات توفر مخططات السياق
.(األشخاص واألنظمة األخرى )واألطراف الفاعلة معه
Context diagrams show inputs to the business system, the actor(s) providing the input, the
outputs from the business system, and the actor(s) receiving the output.
والمخرجات، والطرف الفاعل واألطراف الفاعلة الذي يوفر المدخالت،تعرض مخططات السياق المدخالت المستخدمة يف نظام العمل
. والطرف الفاعل) األطراف الفاعلة( الذي يتلق المخرجات،الناتجة من نظام العمل
ه طريقة للحصول عل تعليقات مبكر ة عل المتطلبات من خالل توفي نموذج للمنتج المتوقع قبل بنائه
ي
• Mock-ups الطبيع
ي النماذج بالحجم
More structured workshop where cross-functional stakeholders are brought together • Context Diagram
[email protected] 24
• Prototypes
Eng. Mohamed Raslan, PMP
to provide requirements. +2-0100-535-4327
The tool that help us understand how • The technique through which an
Following are examples: systems and people interacts with early model of expected product is
each other. It shows the inputs and
built.
Joint application Quality function User Stories outputs to/from the systems.
design/development (JAD) deployment (QFD):
It defines the stakeholder role,
• This is used more often in software • Mainly used in manufacturing advantages of feature and who
industry industry where customer
takes advantage of this feature.
• Focus on bringing business subject needs are collected (Also
matter experts and the
known as Voice of Customer
development team together to
(VOC), prioritized and sorted.
gather requirements.
[email protected] 27
Eng. Mohamed Raslan, PMP
+2-0100-535-4327
[email protected] 26
Eng. Mohamed Raslan, PMP
+2-0100-535-4327
Lecture 02 : Project Scope Management
2. Collect Requirements (Planning)
Outputs ❑ Requirements documentation وثائق المتطلبات
✓ How individual requirements meet the business need for the project.
كيفية قيام كل متطلب عل حدة بتلبية حاجة العمل ر
.للمشوع
. يلزم أن تكون وابحة قابلة للقياس واالختبار وقابلة للتتبع ومكتملة ومتسقة ومقبولة للمعنيي األساسيي،مرجع للمتطلبات
ي قبل وبع خط
• Business requirements.
• Stakeholder requirements.
• Solution requirements.
- Functional requirements.
-Nonfunctional requirements.
• Quality requirements.
• Project requirements.
✓ Is a grid that links product requirements from their origin to the deliverables that satisfy them.
✓ Helps ensure that each requirement adds business value by linking it to the business and project objectives.
ر
والمشوع ويساعد تنفيذ مصفوفة تتبع المتطلبات يف بمان أن كل متطلب يضيف قيمة عمل من خالل ربطه بأهداف العمل
( 3 ) Define Scope
Tools &
Input
Techniques Outputs
✓ Scope management plan which documents how the project scope will be defined, validated, and controlled.
❑ Project documents
✓ Assumption log
✓ Requirements documentation
✓ Risk register
TT ❑ Data analysis
▪ Alternatives analysis:
✓ used to evaluate ways to meet the requirements and the objectives identified in the charter.
لتقييم طرق تلبية المتطلبات واألهداف المحددة يف الميثاق
TT ❑ Interpersonal and team skills
▪ Facilitation: تنسيق األعمال
✓ Used in workshops and working sessions with key stakeholders who have a variety of
expectations or fields of expertise.
يستخدم تنسيق األعمال يف ورش العمل وجلسات العمل مع المعنيي الرئيسيي الذين لديهم مجموعة متنوعة من التوقعات أو مجاالت ر
.الخية
✓ The goal is to reach a cross-functional and common understanding of the project deliverables and project.
الهدف هو التوصل إىل تفاهم متعدد الوظائف ومشيك لتسليمات ر
المشوع
Project Charter
Project Charter
• Shareholder list
• Project approval requirement
and Project
•Project
Assigned project manager and responsibility
Scope Scope Statement
• Subdividing project deliverables and project work into smaller, more manageable components.
المشوع إىل مكونات أصغر ر
.وأكي قابلية لإلدارة المشوع وأعمال ر
• عملية تقسيم فرع لتسليمات ر
ي
( 4 ) Create WBS
Tools &
Input
Techniques Outputs
ﯾﺘﻢ ﺗﺠﺰﺋﺔ ﻧﻄﺎق اﻟﻤﺸﺮوع ﻟﯿﺘﻢ ﺗﻨﻔﯿﺬه ﻣﻦ ﺧﻼل ﻓﺮﯾﻖ اﻟﻤﺸﺮوع ﻻﻧﺠﺎز اھﺪاف اﻟﻤﺸﺮوع واﻟﺘﺴﻠﯿﻤﺎت
▪ The WBS is a hierarchical decomposition of the total scope of work to be carried out by the project team
to accomplish the project objectives and create the required deliverables.
▪ The WBS organizes and defines the total scope of the project and represents the work specified in the
current approved project scope statement.
TT ❑ Decomposition التجزئة
▪ Is a technique used for dividing and subdividing the project scope and project deliverables into smaller,
▪ The work package level is the lowest level in the WBS that the cost and the durations can be
ه العمل المحدد عند أدن مستوى من هيكل تجزئة العمل والذي يمكن تقييم وإدارة تكلفته ومدته
حزمة العمل ي
WBS.
✓ The WBS is a hierarchical decomposition of the total scope
of work to be carried out by the project team to accomplish
the project objectives and create the required deliverables.
The WBS dictionary is a document that provides detailed deliverable, activity, and
scheduling information about each component in the WBS WBS ﯾﻮﺻﻒ ﻣﻜﻮﻧﺎت
Associated
Schedule Resources
schedule Cost estimates
milestones required
activities
WBS Dictionary
BY: EL-Sayed Mohsen , PMP®, PMI- RMP®
Lecture 02 : Project Scope Management
4. Create Work Breakdown Structure (Planning)
✓ Increases the probability of final product, service, or result acceptance by validating each deliverable.
( 5 ) Validate Scope
Tools &
Input
Techniques Outputs
▪ Validate scope is concerned with acceptance of deliverables by customer or sponsor to ensure that they
are fully completed as per customer requirements. اﻟﺘﺂﻛﺪ ﻣﻦ ﺻﺤﺔ اﻟﺘﺴﻠﯿﻤﺎت
▪ Quality control is concerned with correctness of the deliverables by QC Department to ensure that they
meet specified quality requirements.
اﻟﺰﺑﻮن او اﻟﻤﺎﻟﻚ
ﺗﺴﻠﯿﻤﺎت ﺗﻢ اﻟﺘﺤﻘﻖ ﻣﻨﮭﺎ
✓ Verified deliverables are project deliverables that are completed and checked for correctness through the
Control Quality process ُ
.والن ف ِح َصت للتأكد من صحتها من خالل عملية ببط الجودة ر
ه تسليمات المشوع المكتملة ي
ي
TT ❑ Inspection الفحص
▪ Includes activities such as measuring and testing to determine whether deliverables meet requirements and
product acceptance criteria.
تق بالمتطلبات ومعايي قبول المنتجات
القياس واالختبار والتحقق من الصحة لتقرير ما إذا كانت األعمال والتسليمات ي
▪ Inspections are sometimes called reviews, product reviews, and walkthroughs.
ً
.وأحيانا ُيطلق عل عمليات الفحص اسم مراجعات ومراجعات المنتج والعروض التفصيلية
▪ Deliverables that meet the acceptance criteria are formally signed off and approved by
the customer or sponsor. ً
رسميا اع
تق بمعايي القبول يوقع عليها ويعتمدها العميل أو الر ي
الن ي
التسليمات ي
▪ Formal documentation received from customer or sponsor acknowledging formal acceptance of the
project’s deliverables.
المشوع ُي َعاد توجيهها إىل عملية إغالق
والوثائق الرسمية المستلمة من العميل أو الراع والن تقر بموافقة المعنيي الرسمية عل تسليمات ر
ي ي
ر
.المشوع أو المرحلة
O ❑ Work Performance Information: ﻣﻌﻠﻮﻣﺎت ﻋﻦ ﺗﻘﺪم اﻟﻤﺸﺮوع
▪ It includes information about progress, such as which deliverables have started, their progress, which
deliverables have finished, or accepted.
▪ This information is documented and communicated to stakeholders.
ﺗﻮﺛﯿﻖ وﺗﻮﺻﯿﻞ اﻟﻤﻌﻠﻤﺎت ﻷﺻﺤﺎب اﻟﻤﺼﻠﺤﺔ
BY: EL-Sayed Mohsen , PMP®, PMI- RMP®
Lecture 02 : Project Scope Management
6. Control Scope (M/C)
• Monitoring the status of the project and product scope and managing changes to
the scope baseline. المرجع للنطاق
ي
• ه عملية مراقبة حالة نطاق ر
المشوع والمنتج وإدارة التغييات عل الخط ي
( 6 ) Control Scope
Tools &
Input
Techniques Outputs
❑ DATA ANALYSIS
10. Stakeholder engagement plan 10. Lessons learned register 28. Risk report
11. Change management plan 11. Milestone list 29. Schedule data
12. Configuration management plan 12. Physical resource assignments 30. Schedule forecasts
15. Cost baseline 15. Project schedule 33. Test and evaluation documents
PMBOK 155
PMBOK 163
PMBOK 144