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51 Cards in this Set

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Exam Essential

Describe the purpose of a Scope Statement
A scope management plan:
1. Documents the procedures for preparing the project scope statement and WBS
2. Defines how the deliverables will be verified
3. Describes the process for controlling scope change requests.
Exam Essential

Understand the purpose of the Scope Statement
1. The scope statement is the basis of the agreement
2. between the project and the customer
3. concerning what comprises the work of the project.

1. It defines the deliverables and success criteria
2. that will meet those objectives.
Exam Essential

Be able to list the components of a Scope Statement
The scope statement includes:
• Product description
• Key deliverables
• Success and acceptance criteria
• Key performance indicators
• Exclusions
• Assumptions
• constraints
Key Terms

Deliverables
Deliverables are:
• Measureable outcomes,
• Measureable results, or
• Specific items.
That must be produced to consider the project complete.
Exam Essential

Know how to define and create a work breakdown structure.
The WBS is a deliverable-oriented hierarchy that describes the work required to complete the project.
• The WBS is a multilevel tree diagram that
• starts with the project,
• includes the major deliverable
• and decomposes the major deliverables into smaller units of work
• to the point where time and cost estimates can be provided and resource assigned.
Exam Essential

Understand the levels in a WBS
1. The highest level of the WBS is the Project Name.

2. The major deliverables, project phases or sub-projects make up the next level.

3. The number of levels in the WBS will vary by project.

4. The lowest level of the WBS is a work package.
Exam Essential

Describe a WBS dictionary
The WBS Dictionary describes each of the deliverables and their components and includes:
• Code of accounts identifier
• Description of the work of the component
• Organization responsible for completing the component
• Cost estimates
• Resources
• Criteria for acceptance
• Any other information that helps clarify the deliverables.
Key Terms

Acceptance Criteria
Requirements and conditions that must be met before the project deliverables are formally accepted.

Also known as Success Criteria
Key Terms

Code of Accounts
Collectively, the unique numeric identifiers assigned to each component of the WBS, which is used by the char of accounts to track costs by category.
Key Terms

Critical Success Factors
Elements that must be completed accurately and on schedule in order for the project to be considered complete.

Critical success factors that are not satisfactory can lead to project failure.
Key Terms

Decomposition
Breaking the project deliverables into smaller, more manageable components, so work packages can be planned and estimated.
Key Terms

Order of Magnitude
Completed during the initiating phase, it is a high-level estimate that assigns a cost estimate range to the project based on a completed similar project.

This estimate typically falls between -25% and +75% of the actual budget.
Key Terms

Product Description
An explanation of the major characteristics of the product including an explanation of why the product meets the business needs.

Also known as high-level requirements.
Key Terms

Project Scope Statement
The planning process to develop the scope statement and determine the work of the project.

It documents the project objectives, the deliverable and the work required to produce the deliverables.

It tells everyone concerned with the project exactly what they’re going to get when the work is finished.
Key Terms

Scope
The description of the work involved to complete the project.
Includes identifying:
• the problem the project addresses
o including the goals and objectives,
• measures of success and risks,
• obstacles and assumptions that may affect the project outcome.
It defines what is included in the project and what is not.
Key Terms

Scope Creep
• Minor changes or small additions to the project
• Made outside of the formal scope change process
• Causing the project scope to grow and change
Key Terms

Scope Management Plan
Defines the process for preparing the scope statement and the WBS.

Also documents the process that manages project scope and changes to project scope.
Key Terms

Scope Planning
The planning process to develop the scope statement and determine the work of the project.

It includes defining:
1. Scope management plan
2. The scope statement
3. Work Breakdown structure (WBS)
4. WBS dictionary
Key Terms

Work Package Level
The lowest level of the WBS. Includes activities required to fulfill a project deliverable or other project work.
Key Terms

Work Breakdown Structure (WBS)
A deliverable-oriented hierarchy that defines the total work of the project.

Each level has more detailed information than the previous.
What are the three components of scope planning?
• Scope Management Plan
• Scope Statement
• Work Breakdown Structure
After the project charter is approved what is a project managers next step?
Hold a project kick-off meeting.
Who should be invited to the kick-off meeting?
• Project sponsor
• Key Project team members
• Key stakeholders
What elements should the scope management plan contain?
• How you’ll prepare the project scope statement
• How you’ll create the work breakdown structure
• How deliverables will be verified for accuracy
o And the process used for accepting deliverables
• The the process for controlling scope change requests
o including the procedure for requesting changes and how to obtain a change request form.
What is the key to managing scope creep?
Describing how you’ll handle it within the scope management plan.
What are the key items to consider when developing a scope management plan?
1. Stability of the scope
Do stakeholders agree? Are there any major gaps in the product description?
2. Impact of scope change
Do you have a dictated finish date? Is your budget flexible?
3. Scope change process
Do you have a change request form? Do team members know not to make changes without the form?
What are the minimum requirements of a scope change process?
• A change request form
• An analysis of the impact of the request on the scope, budget, schedule and quality of the project
• An approval process to accept or reject requests
• A communication plan
• A method to incorporate approved changes into the project plan
What is the biggest benefit of good scope planning?
Helps ensure that all the work required to complete the project is agreed on and clearly documented.
Any major deliverable, feature, or function that is not documented in the scope statement is…
Not part of the project.
Key Terms

Objectives
Objectives describe the overall goal the project hopes to achieve. Objectives, like deliverables, should also be measureable and verifiable. Objectives are often time-bound.
Key Terms

Final acceptance criteria
The criteria that describes how you’ll determine whether the entire project is complete and meets expectations.
Key Terms

Key Performance Indicator
Help you determine whether the project is on track and progressing as planned.

KPIs can be monitored incrementally to determine performance and alert you that you must take action to get the project back on track.
Key Terms

Exclusions From Scope

Why is it important to document exclusions from scope?
Anything that isn’t included as a deliverable or work of the project.

So there are no misunderstanding about features or deliverables once the product/service is complete.
Key Terms

Assumptions

What is the problem with assumptions in project management?
An assumption is an action, condition or event that is believed to be true.

You may not have a common understanding of them among all project team members or stakeholders.
Key Terms

Constraints
Anything that restricts or dictates the actions of the project team.

Examples:
• Budget
• Time
• Cost
Why is it important to hold a project team meeting before obtaining approval on the scope statement?
To make sure that everyone is in agreement and there are no unresolved issues or missing information.

This will also ensure everyone is on the same page and prevent later misunderstandings of the project scope.
When submitting the scope statement to stakeholders, including the sponsor, what should be attached to the back of it?
A sign-off and approval sheet.
If any changes are made to the scope statement during the review with the stakeholders, what should the project manager do?
Call a follow-up meeting with the project team members to cover the changes and discuss the impact on the project.
How does the work breakdown structure (WBS) help establish time estimates, resource alignments and cost estimates?
It is easier to assign estimates to the smaller work package items of the WBS.
How is the WBS typically displayed?
As a graphical depiction.

Tree design or an outline form
How is the WBS different than the scope statement?
It contains more details than the project scope statement and helps further clarify the magnitude of the project deliverables.
Who should a project manager involve in decomposing the major project deliverables?
Some of the more experienced team members
What is the lowest level of the WBS called?
The work package level.
What is the topmost level of the WBS usually consist of?
The project name
After the project name, what does the second level of the WBS usually consist of?
• Major deliverables;
• Project Phases; or
• Sub-projects
What should be assigned to each level and component of the WBS?
A unique identifier, usually a number.
Why is having unique identifiers important when creating the WBS levels?
These levels are usually associated with the chart of accounts
What are the 6 guidelines for creating a WBS?
1. Recruit knowledgeable resources to participate
2. Work through all level 2 items before starting the next level
3. Each item in a lower level is a component of the level above
4. Define the work package level
5. Do not create a to-do list (assign work packages)
6. Use the appropriate number of levels
What is the primary goal of creating the WBS?
To define the work package level, which is used to estimate time, resources required and budget.
What are the benefits of a WBS?
1. An input to numerous project management processes
2. Tool for team building and team communication
3. Teams can see the big picture and understand their part
4. Helps clarify the impact of individual team members
5. Help bring new team members up to speed
6. Prevent critical work from being overlooked
7. Help control change; teams are less likely to stray from scope
8. Useful to discuss staffing requirements and budgets
9. Communicating with customers and stakeholders
10. Convey the need for communicating at all levels of the project
What is the purpose of the WBS dictionary?
It serves as a reference point for all team members regarding the WBS