L5 Project Scope Management

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系统集成项目管理工程师要点项目范围管理

系统集成项目管理工程师要点项目范围管理

系统集成项目管理工程师要点项目范围管理项目范围管理(Project Scope Management)是项目管理中的一个重要过程,通过对项目的范围的规划、定义、控制和验证来确保项目的交付符合客户的需求和期望。

作为一个系统集成项目管理工程师,以下是一些项目范围管理的要点。

1. 项目范围规划(Project Scope Planning)项目范围规划是在项目开始之前进行的,它涉及到确定项目的范围、制定项目计划和目标,并明确项目的交付物和工作范围。

作为一个项目管理工程师,你需要与项目团队、客户和利益相关者一起进行讨论和协商,明确项目的目标和期望。

2. 项目范围定义(Project Scope Definition)项目范围定义是对项目工作的具体描述和详细解释,包括项目的可交付成果、工作要求和所涉及的活动。

在这个过程中,你需要收集和整理项目需求,明确项目范围的边界和限制,并编制项目范围声明书。

3. 项目范围控制(Project Scope Control)项目范围控制是确保项目范围不发生无控制的变更和演化的过程。

在这个过程中,你需要对项目的范围进行评估和审查,并采取必要的措施来管理和控制范围变更。

你需要与项目团队和利益相关者一起进行讨论和决策,并更新项目范围文档和计划。

4. 项目范围验证(Project Scope Verification)项目范围验证是确保项目交付物符合客户需求和期望的过程。

在项目完成之前,你需要与客户和利益相关者一起进行项目范围的验证和确认。

你可以通过组织会议、做演示、提供样品等方式来验证项目的交付物,并与客户和利益相关者一起对交付物进行确认。

5.使用适当的工具和技术在项目范围管理中,你可以使用各种工具和技术来支持你的工作。

例如,你可以使用需求跟踪矩阵来追踪和管理需求,使用WBS(工作分解结构)来将项目工作分解成可管理的任务,使用决策矩阵来进行范围决策,使用变更控制系统来管理和控制范围变更等。

PMP_05 Scope Management

PMP_05 Scope Management

5.Scope ManagementScope Management-the process of defining what work is required-make sure all of that work and ONLY that work is done (O.W. Gold Plating)-generally an easy topicProduct Scope vs Project ScopeProduct Scope: measure against product requirementProject Scope: measure against project planScope Management Plan-how scope will be planned, executed and controlled-it is created in Integration Management as a Subsidiary Plan of PM PlanCollect Requirement-Requirement: what stakeholder need from project/product-work should not be included just because someone want it-the high level requirement should already been defined in Project Charter, collect requirement involve gathering more specific I/P from all stakeholderGroup Creativity Technique-Brainstorming-Norminal Group Technique-Delphi Technique-Idea/Mind MapRequirement Documentation-Balancing stakeholder requirement-prioritize requirementDefine Scope-develop a detailed description of the projectProject Scope Statement-define project boundary-describe project deliverable and work required to create those deliverable-clearly define the project success criteriaManagement by Objective (MBO)- a management philosophy that says that organization should be managed by objective -MBO work best when it is supported by top managementCreate Work Breakdown Structure (WBS)-subdivide project deliverable into smaller, manageable component (work package)-Noted that NOT activity level <= Time Management-if it is not in WBS, it’s NOT part of the project-WBS does not show dependencyControl Account-management control pointWBS Dictionary-Description about WBS-can prevent scope creepScope Baseline= Project Scope Statement + WBS + WBS Dict.=> is a component of PM PlanVerify Scope-the process of frequent planned – in meeting with customer to gain formal acceptance of deliverable-verify scope is related to QC, diff. is that QC concern with correctness of deliverable, verify scope concern with acceptance of deliverable-QC usually done first, but can be in parallelControl Scope-measure scope performance and controlling change-ensure all change request, corrective action process through ICC-uncontrolled change => project scope creepGold - Plating-spending extra and unnecessary effort to make product perfect-it should be preventedITTOCollect RequirementDefine Scope (APEF)Create WBSVerify ScopeControl Scope1. Project Charter2. Stakeholder Register1. Interview2. Focus Group3. Facilitated Workshop4. Group Creativity Technique5. Group Decision Making Technique6. Questionnaire & Survey7. Observation8. Prototype1. Req. Doc2. Req. Mgt Plan3. Req. Traceability Matrix1. Project Charter2. Req. Doc1. Alternative Identification2. Product Analysis3. Expert Judgment4. Facilitated Workshop1. Project Scope Statement2. Project Doc. Update1. Project Scope Statement2. Req. DocDecomposition1. WBS2. WBS Dictionary3. Scope Baseline4. Project Doc. Update1. PM Plan2. Req. Doc3. Req. Traceability Matrix4. Validated DeliverableInspection1. Accepted Deliverable2. Change Request3. Project Doc. Update1. PM Plan2. Req. Doc3. Work Performance Info.4. Req. Traceability MatrixVariance Analysis1. Work Performance Measurement2. OPA Update3. Change Request4. PM Plan Update5. Project Doc. Update。

第5讲 项目范围管理

第5讲 项目范围管理


工作分解结构模板更像是一个现成的工具,同时又可以 作为分解技术的结果或一个组成部分。
二者是相辅相成的,一个强调的是结果的使用,一个强 调的是具体的过程,但又可以融为一体来谈。
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WBS编码设计
某软件项目的WBS编码设计
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(5) 工作结构分解应把握的原则

在各层次上保持项目的完整性,避免遗漏必要的组成部分; 一个单位工作任务只能在WBS中出现一次 一个工作单元只能从属于某个上层单元,避免交叉从属; 一个WBS项的工作内容是其下一级各项工作之和
D. 滚动波式计划
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工作分解结构模板和分解的关系

WBS强调结构性和层次性,即按照相关系统规则将一个 项目分解开来,得到不同层次的项目单元,然后对项目 单元再作进一步的分解,得到各个层次的活动单元,清 晰反应项目实施所涉及的具体工作内容,并对应相应的 技术实施计划、项目计划和组织资源的安排等,最终形 成WBS图,项目干系人可以通过它看到整个项目的工作 结构以及每一个主要的组成部分。

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产品范围描述。逐步细化在项目章程和需求文件中 所述的产品、服务或成果的特征。 产品验收标准。定义已完成的产品、服务或成果的 验收过程和标准。 项目可交付成果。可交付成果既包括组成项目产品 或服务的各种结果,也包括各种辅助成果,如项目 管理报告和文件。对可交付成果的描述可详可简。 项目的除外责任。通常需要识别出什么是被排除在 项目之外的。明确说明哪些内容不属于项目范围, 有助于管理干系人的期望。 15
10
范围管理计划的内容:

根据初步的项目范围说明书编制一个详细的范围
说明书的方法

从详细的范围说明书创建WBS的方法

项目管理Project management课件Chapter 5 Slides_Scope Management

项目管理Project management课件Chapter 5 Slides_Scope Management
2. Understand the significance of developing a scope statement.
3. Construct a Work Breakdown Structure for a project.
4. Develop a Responsibility Assignment Matrix for a project.
products or services.
将总任务进行一级级分解成子任务,越往下越精细
Copyright ©2016 Pearson Education, Ltd.
5-10
WORK BREAKDOWN STRUCTURE PURPOSE 分解目的
WBS serves six main purposes:
(FIGURE 5.10)
责任矩阵:明确各领导人对各项工作任务的责任程度
项目领导人
负责任程度
Copyright ©2016 Pearson Education, Ltd.
SCOPE MANAGEMENT
Chapter 5
Copyright ©2016 Pearson Education, Ltd.
CHAPTER 5 LEARNING OBJECTIVES
After completing this chapter, you should be able to:
1. Understand the importance of scope management for project success.
Copyright ©2016 Pearson Education, Ltd.
5-14
ORGANIZATIONAL BREAKDOWN STRUCTURE

第5讲 项目范围管理

第5讲 项目范围管理
➢ 它主要涉及定义与控制项目应该包括和不 应包括的内容。
3
编制范围管理计划


范围定义


创建WBS


范围确认
范围控制
4
项目章程与项目范围说明书内容比较
虽然项目章程和项目范围说明书的内容在一定 程度上存在重叠,但它们的详细程度完全不同。 项目章程包括高层级的信息,而项目范围书说 明则是对项目范围的详细描述,并需要在项目 过程中渐进明细。
项目范围管理 Project Scope Management
1
学习指导
重要性:极为重要 重点:理解范围管理在项目管理中的重
要性;理解范围管理5个过程;掌握众多 知识点 选择题和案例分析题目都多,考查的知 识点很细
2
项目范围管理
➢ 项目范围管理包括了用以保证项目包含且 只包含所有需要完成的工作,以顺利完成 项目所需要的所有过程。
产品核实考察应该做的所有工作是否都已经正确 完成。
20
需要; (11)包括分包出去的工作。 (12)滚动式规划。即要在未来远期才完成的
可交付成果或组件,当前可能无法分解,这时 需要等待对该可交付成果或组件的一致意见, 以便确定WBS中的相应细节。
12
(2)WBS编码设计
13
ห้องสมุดไป่ตู้
控制账户是一个管理控制点。在该控制点 上,把范围、预算、实际成本和进度加以整合, 并与挣值相比较,以测量绩效。控制账户设置 在WBS 中选定的管理节点上。每个控制账户可 能包括一个或多个工作包,但是一个工作包只 能属于一个控制账户。一个控制账户可以包含 一个或多个规划包。规划包也是WBS 的组件, 位于控制账户之下,工作内容已知,但详细的 进度活动未知。

IT项目管理范围管理(第五章)

IT项目管理范围管理(第五章)
Requirements are also often broken down into different categories, such as: functional requirements service requirements performance requirements quality requirements, training requirements, and so on. Requirements Document includes: Stakeholder requirements documentation Requirements management plan Requirements traceability matrix
Chapter 5: Project Scope Management
Chapter 5: Project Scope Management
What is Project Scope Management? Planning Scope Management Collecting Requirements Defining Scope Creating the Work Breakdown Structure (WBS) Verifying Scope Controlling Scope Using Software to Assist in Project Scope Management
3
Project scope management summary
4
Chapter 5: Project Scope Management
What is Project Scope Management? Planning Scope Management Collecting Requirements Defining Scope Creating the Work Breakdown Structure (WBS) Verifying Scope Controlling Scope Using Software to Assist in Project Scope Management

gh 项目范围管理.ppt

gh 项目范围管理.ppt

WBS要遵循的基本原则(1)
一个单位工作任务只能出现在WBS的一个地方。
一个WBS项的工作内容是其下一级各项工作之和。
下级各项工作之和对于上一级工作的完成是充分 必要的。
每一个单位工作任务都被清楚、完全地定义并作 了时间和预算安排。
WBS中的每一项工作都只由一个人负责,即使这 项工作由多人来做。
范围变更控制原因
项目外部环境变化 在项目范围计划和定义是出现了错误和遗漏 项目团队提出了新技术、手段或方案 项目实施组织发生了变化 客户对项目或项目产品提出的要求发生变化
范围变更控制系统
范围变更控制系统定义项目范围变更的有关程序, 它包括文档工作、跟踪系统及对于授权变更所需 要的批准层次等。
这个过程用于确保项目组和项目干系人对作为项目结 果的项目产品以及生产这些产品所用到的过程,有 一个共同的理解。
理解项目范围的作用
1. 保证了项目的可管理性。 2. 提高费用、时间和资源估算的准确性。 3. 确定进度测量和控制的基准 4. 有助于清楚的分派责任。 5. 可作为评价项目成败的依据。
项目范围管理过程
范围界定工具 ——工作分解结构WBS
WBS:是由项目各部分构成的面向成果的“树”, ห้องสมุดไป่ตู้组织和定义了整个项目的范围;
WBS结果:是制定其他项目计划的基础
创建方法:WBS模板法、
分解法(自下而上法和自上而下法)。
WBS是什么? (cont)
大型/复杂事物的分解方法
整体
部分
•部分可连续分解,直至每一部分可以管理。
It is primarily concerned with defining and controlling what is or is not included in the project.

工程项目管理第四章

工程项目管理第四章

结果——正式验收。
验收文件是当事人或投资者已经认可了这个项目产品 或某个阶段的文件,他们必须为完成这项工作准备条 件,做出努力。象这种验收可能是有条件的,尤其是 在一个阶段末的时候。
(4) 项目范围变更控制(Project Scope Change Control)过程

是指当项目范围发生变化时,对其采取纠 正措施的过程以及为使项目朝者目标方向发 展而对某些因素进行调整所引起的项目范围 变化的过程.
1、工作分解结构在范围管理中的核心作用
网络计划 质量计划 横道图
责任体系
工作结构分解
劳动力及 资源计划
计划及任务书
成本控制

2、 项目工作分解结构(WBS)之外的 其它范围管理工作

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初步项目范围说 明书 项目管理计划
项目章程 成果分析 项目说明书 项目方案识别 项目经理选派 专家判断法 项目制约因素的确 定 项目假设条件的确 定
项目范围计划的结果?

初步项目范围说明书 项目管理计划书
(2)项目范围定义(project scope definition) 什么是项目范围定义?
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室外工程 11700
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School of Information TechnologyBachelor of Information TechnologyProject Management: CIT3114Lecture 5: 8/10/2012Topic: Project Scope Management1.To understand the elements that make good project scope management important.2.To describe the strategic planning process, apply different project selection methods,such as a net present value analysis, a weighted scoring model, and a balanced scorecard, and understand the importance of creating a project charter.3.To explain the scope planning process and contents of a scope statement.4.To discuss the scope definition process and construct a work breakdown structure usingthe analogy, top-down, bottom-up, and mind mapping approaches.5.To understand the importance of scope verification and scope change control to avoidscope creep on information technology projects.6.To describe how software can assist in project scope management.5.1 Definition•Scope refers to all the work involved in creating the products of the project and the processes used to create them. It defines what is or is not to be done.•Deliverables are products produced as part of a project, such as hardware or software, planning documents, or meeting minutes.•The project team and stakeholders must have the same understanding of what products will be produced as a result of a project and how these will be produced.•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 projectsuccessfully. Managing the project scope is primarily concerned with defining andcontrolling what is and is not included in the project.5.2 Project Scope Management Process•Initiation: beginning a project or continuing to the next phase•Scope planning: developing documents to provide the basis for future project decisions•Scope definition: subdividing the major project deliverables into smaller, more manageable components•Scope verification: formalizing acceptance of the project scope•Scope change control: controlling changes to project scope5.2.1 Initiation▪The first step in initiating projects is to look at the big picture or strategic plan of an organization▪Strategic planning involves determining long-term business objectives▪IT projects should support strategic and financial business objectivesMethods of selecting projects:•focusing on broad needs•categorizing projects•performing financial analyses•using a weighted scoring model•implementing a balanced scorecardFinancial analysis of projects•Financial considerations are often important considerations inselecting projects•Three primary methods for determining the projected financialvalue of projects:•Net present value (NPV) analysis•Return on investment (ROI)•Payback analysis5.2.2Scope planningA scope statement is a document used to develop and confirm a commonunderstanding of the project scope. It should include• a project justification• a brief description of the project’s products• a summary of all project deliverables• a statement of what determines project success5.2.3Scope statement• A scope statement is a document used to develop and confirm a common understanding of the project scope. It should include:• a project justification• a brief description of the project’s products• a summary of all project deliverables• a statement of what determines project success5.2.4Scope verification•formal acceptance of the completed project scope by the stakeholder•acceptance achieved by a customer inspection and then sign-off on key deliverables5.2.5 Scope change control•involves controlling changes to the project scope•goal is to influence the factors that cause scope changes5.3 Suggestions for improving user input•Develop a good project selection process and insist that sponsors are from the user organization•Have users on the project team in important roles•Have regular meetings•Deliver something to users and sponsors on a regular basis•Co-locate users with developers5.4 Automation in project scope management•Word-processing software helps create several scope-related documents•Spreadsheets help to perform financial calculations, create weighted scoring models, and develop charts and graphs•Communication software like e-mail and the Web help clarify and communicate scope information•Project management software helps in creating a WBS, the basis for tasks on a Gantt chart•Specialized software is available for applying the balanced scorecard, creating mind maps, managing requirements, and so on5.5 Work Breakdown Structure (WBS)a)WBS is a product-oriented family tree subdivision of the hardware, services, anddata required to produce the end product.b)WBS is structured in accordance with the way the work will be performed andreflects the way in which project costs and data will be summarized andeventually reported.5.5.1 Frameworka)The total program can be described as a summation of subdivided elements.b)Planning can be performed.c)Costs and budgets can be established.d)Time, costs, and performance can be tracked.e)Objectives can be linked to company resources in a logical manner.f)Schedules and status-reporting procedures can be established.g)Network construction and control planning can be initiated.h)The responsibility assignments for each element can be established.5.5.2 The WBS acts as vehicle for breaking the work down into smaller elements, thusproviding a greater probability that every major and minor activity will be accounted for. The most common six-level indented structure:Level DescriptionManagerial 1 Total programlevels 2 Project3 TaskTechnical 4 Subtasklevels 5 Work package6 Level of effortLevel 1: authorization and release of all workLevel 2: budgets are preparedLevel 3: schedules are preparedLevel 4: delegation of tasksLevel 5: identify work packages (identify discreet tasks that havedefinable end results)Level 6: validates work methods and accountability。

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