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Achieving business excellence




         Webinar:
Taking the Creep out of Scope Creep:
      Managing Project Scope

                                  April 3, 2012
                              11:00 AM – 12:30 PM
                                                    1
ITMPI005
Achieving business excellence


            Janet Russac, CFPS, CSMS
                           Principal
           Software Measurement Expertise, Inc. (SME)
              jrussac@SoftwareMeasurementExpertise.com




                           Michael Milutis
                            Director of Marketing
                           Computer Aid, Inc. (CAI)
                        Michael_milutis@compaid.com

                                                         2
Achieving business excellence
               About
Software Measurement Exper tise, Inc.
              (SME)
• Janet Russac, CFPS, CSMS – Principal/Owner
   • Over 30 years experience as a programmer, analyst and
     measurement specialist in software application
     development and maintenance
   • Leads a team of experienced consultants who offer
     expertise in:
         •   Function Point Counting
         •   Software Measurement
         •   Estimation
         •   Auditing
         •   Training
         •   Mentoring
         •   Benchmarking                                    3
CAI Achieves IT Operational Excellence




                                         4
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    FOR THIS WEBINAR

The Project Management Institute
 has accredited this webinar with PDUs




                                         5
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                                        6
Achieving business excellence

                                  Topics
• What is project scope, scope management
  and scope creep?
• What causes scope creep?
• Is all scope creep bad?
• How can scope creep be avoided?
• How can scope creep be managed?

                                            7
Achieving business excellence




Defining Scope, Scope Management
          and Scope Creep




                                   8
Achieving business excellence

• Project Scope
  • As defined by the Project Management Institute
    Project Management Body of Knowledge
    (PMBOK):
        • The features and functions that are to be
          included in a product or service.
        • The work that must be done to deliver a product
          with the specified features and functions.



                                                            9
Achieving business excellence

• Project Scope Management
  • As defined by the Project Management Institute
    Project Management Body of Knowledge
    (PMBOK):
        • The processes required to ensure that the
          project includes all the work required, and only
          the work required, to complete the project
          successfully.



                                                             10
Achieving business excellence

• Scope Creep
  • Also known as “scope change” or “scope
    gallop”
  • Definition according to the International Function
      Point Users Group (IFPUG):
        • Additional functionality that was not specified in
          the original requirements, but is identified as the
          scope is being clarified and the functions
          defined.


                                                                11
Achieving business excellence




Scope Creep is the primary cause of
late deliveries and potentially "never
           ending" projects!




                                         12
Achieving business excellence




             Causes of Scope Creep




                                     13
Achieving business excellence

 • Poorly defined project scope in the Project
   Statement
      • Not clearly identifying what is in scope and
        what is out of scope
 • Poor requirements analysis
      • Not spending enough time gathering
        business requirements
      • Assuming you know what is needed

                                                       14
Achieving business excellence

 • Poor project requirements
      • Requirements are ambiguous or open to
        interpretation
      • Requirements not fully documented
 • Poor project control / lack of change control
      • Not having a process to manage changes
      • Not following the process to manage
        changes

                                                   15
Achieving business excellence

 • Underestimating the Complexity of the
   Project
      • Failure to use similar projects from the past
        to estimate the current project
 • Not Involving Users Early Enough
      • Thinking you know what the users want or
        need
      • Not involving the users in both the
        requirements analysis and design phases
                                                        16
Achieving business excellence


 • Indecisive project stakeholders
       • Project stakeholders indecisive about the
         functionality and scope they require
 • Too many project stakeholders who have
   differing priorities and objectives
       • Multiple project stakeholders arguing over
         prioritization of functionality to be delivered


                                                           17
Achieving business excellence


• Gold Plating
      • The practice of exceeding the scope of a
        project in the belief it is adding value
      • Developers add new features believing they
        will increase customer satisfaction
      • These changes consume time and budget,
        and are not guaranteed to increase
        customer satisfaction

                                                     18
Achieving business excellence




             Is all scope creep bad?




                                       19
Achieving business excellence

• Unavoidable scope creep
  • Market trends are continually changing.
        • Changes to requirements are required to keep
          abreast with competition.
  • Government / Regulatory requirements could
    change.
        • These have to be implemented.
  • Products out of your control with which your
    project must interface could have changes to
    them.
                                                         20
Achieving business excellence




How can scope creep be avoided?




                                  21
Achieving business excellence


 • Write an accurate and detailed Project
   Scope Statement.
       • Get the statement approved by all project
         stakeholders during project initiation.
 • Ensure that project requirements are
   accurate, documented and approved.
       • All of the project stakeholders must read and
         approve the requirements.

                                                         22
Achieving business excellence

• Good initial estimating and planning
      • Well-written requirements are necessary for
        good estimates!
            • Requirements need to be complete,
              unambiguous, detailed and sizable.
      • Use historical data for similar projects to
        generate the estimates.
      • Utilize these estimates in your project plan.

                                                        23
Achieving business excellence

• A Change Request Process must be
  defined and adhered to by all.
      • Assess the impact of the change request on
        time, cost and schedule.
      • Review this analysis with the project
        stakeholders.
      • Get approval of the change request from the
        project stakeholders.


                                                      24
Achieving business excellence




How can scope creep be managed?




                                  25
Achieving business excellence

• Educate the customer / stakeholder.
      • Make the customer aware of the implications
        of the change request in terms of its impact
        on time, schedule and costs.
• Establish a good rapport with the customer
  and other project stakeholders.
      • A good rapport leads to open discussions
        and better problem resolutions.


                                                       26
Achieving business excellence


 • Actively manage expectations.
      • Set project expectations with the customer
        stakeholders and get the buy in from the
        customer.
 • Manage the project team.
      • All team members should be fully aware of
        the project scope and concentrate on
        delivering it and nothing more.

                                                     27
Achieving business excellence

• Have a formal change request process.
      • The change request should be documented.
      • The business benefit of any change request
        should be assessed.
      • Cost and time estimates as well as schedule
        adjustments need to be done for each
        change request so the customer is clear
        about its impact.
      • Approval from the customer is required
        before including the change as addition to
                                                      28
        the scope.
Achieving business excellence




                           Conclusions




                                         29
Achieving business excellence

• Turn a potential negative into a positive!
• Project team and project stakeholders work as
  a team to effectively manage the changes by
  not affecting the project timelines and budget.
• Effectively managing scope creep means:
   ☺Successful delivery
   ☺Quality product
   ☺Improved customer satisfaction
   ☺Happy project team
                                                    30
Questions?




             31
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   • Find Out About Our CONFERENCES at WWW.ITMPI.ORG/ EVENTS                32
Achieving business excellence


            Janet Russac, CFPS, CSMS
                           Principal
           Software Measurement Expertise, Inc. (SME)
              jrussac@SoftwareMeasurementExpertise.com




                           Michael Milutis
                            Director of Marketing
                           Computer Aid, Inc. (CAI)
                        Michael_milutis@compaid.com

                                                         33

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Taking the Creep Out of Scope Creep

  • 1. Achieving business excellence Webinar: Taking the Creep out of Scope Creep: Managing Project Scope April 3, 2012 11:00 AM – 12:30 PM 1 ITMPI005
  • 2. Achieving business excellence Janet Russac, CFPS, CSMS Principal Software Measurement Expertise, Inc. (SME) jrussac@SoftwareMeasurementExpertise.com Michael Milutis Director of Marketing Computer Aid, Inc. (CAI) Michael_milutis@compaid.com 2
  • 3. Achieving business excellence About Software Measurement Exper tise, Inc. (SME) • Janet Russac, CFPS, CSMS – Principal/Owner • Over 30 years experience as a programmer, analyst and measurement specialist in software application development and maintenance • Leads a team of experienced consultants who offer expertise in: • Function Point Counting • Software Measurement • Estimation • Auditing • Training • Mentoring • Benchmarking 3
  • 4. CAI Achieves IT Operational Excellence 4
  • 5. PDU CREDITS FOR THIS WEBINAR The Project Management Institute has accredited this webinar with PDUs 5
  • 6. NOW AVAILABLE! ONLINE WEBINAR RECORDINGS ANYTIME ACCESS! WWW. ITMPI.ORG / LIBRARY 7 Day Free Access For All Recordings www.twitter.com/ ITMPI 6
  • 7. Achieving business excellence Topics • What is project scope, scope management and scope creep? • What causes scope creep? • Is all scope creep bad? • How can scope creep be avoided? • How can scope creep be managed? 7
  • 8. Achieving business excellence Defining Scope, Scope Management and Scope Creep 8
  • 9. Achieving business excellence • Project Scope • As defined by the Project Management Institute Project Management Body of Knowledge (PMBOK): • The features and functions that are to be included in a product or service. • The work that must be done to deliver a product with the specified features and functions. 9
  • 10. Achieving business excellence • Project Scope Management • As defined by the Project Management Institute Project Management Body of Knowledge (PMBOK): • The processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully. 10
  • 11. Achieving business excellence • Scope Creep • Also known as “scope change” or “scope gallop” • Definition according to the International Function Point Users Group (IFPUG): • Additional functionality that was not specified in the original requirements, but is identified as the scope is being clarified and the functions defined. 11
  • 12. Achieving business excellence Scope Creep is the primary cause of late deliveries and potentially "never ending" projects! 12
  • 13. Achieving business excellence Causes of Scope Creep 13
  • 14. Achieving business excellence • Poorly defined project scope in the Project Statement • Not clearly identifying what is in scope and what is out of scope • Poor requirements analysis • Not spending enough time gathering business requirements • Assuming you know what is needed 14
  • 15. Achieving business excellence • Poor project requirements • Requirements are ambiguous or open to interpretation • Requirements not fully documented • Poor project control / lack of change control • Not having a process to manage changes • Not following the process to manage changes 15
  • 16. Achieving business excellence • Underestimating the Complexity of the Project • Failure to use similar projects from the past to estimate the current project • Not Involving Users Early Enough • Thinking you know what the users want or need • Not involving the users in both the requirements analysis and design phases 16
  • 17. Achieving business excellence • Indecisive project stakeholders • Project stakeholders indecisive about the functionality and scope they require • Too many project stakeholders who have differing priorities and objectives • Multiple project stakeholders arguing over prioritization of functionality to be delivered 17
  • 18. Achieving business excellence • Gold Plating • The practice of exceeding the scope of a project in the belief it is adding value • Developers add new features believing they will increase customer satisfaction • These changes consume time and budget, and are not guaranteed to increase customer satisfaction 18
  • 19. Achieving business excellence Is all scope creep bad? 19
  • 20. Achieving business excellence • Unavoidable scope creep • Market trends are continually changing. • Changes to requirements are required to keep abreast with competition. • Government / Regulatory requirements could change. • These have to be implemented. • Products out of your control with which your project must interface could have changes to them. 20
  • 21. Achieving business excellence How can scope creep be avoided? 21
  • 22. Achieving business excellence • Write an accurate and detailed Project Scope Statement. • Get the statement approved by all project stakeholders during project initiation. • Ensure that project requirements are accurate, documented and approved. • All of the project stakeholders must read and approve the requirements. 22
  • 23. Achieving business excellence • Good initial estimating and planning • Well-written requirements are necessary for good estimates! • Requirements need to be complete, unambiguous, detailed and sizable. • Use historical data for similar projects to generate the estimates. • Utilize these estimates in your project plan. 23
  • 24. Achieving business excellence • A Change Request Process must be defined and adhered to by all. • Assess the impact of the change request on time, cost and schedule. • Review this analysis with the project stakeholders. • Get approval of the change request from the project stakeholders. 24
  • 25. Achieving business excellence How can scope creep be managed? 25
  • 26. Achieving business excellence • Educate the customer / stakeholder. • Make the customer aware of the implications of the change request in terms of its impact on time, schedule and costs. • Establish a good rapport with the customer and other project stakeholders. • A good rapport leads to open discussions and better problem resolutions. 26
  • 27. Achieving business excellence • Actively manage expectations. • Set project expectations with the customer stakeholders and get the buy in from the customer. • Manage the project team. • All team members should be fully aware of the project scope and concentrate on delivering it and nothing more. 27
  • 28. Achieving business excellence • Have a formal change request process. • The change request should be documented. • The business benefit of any change request should be assessed. • Cost and time estimates as well as schedule adjustments need to be done for each change request so the customer is clear about its impact. • Approval from the customer is required before including the change as addition to 28 the scope.
  • 30. Achieving business excellence • Turn a potential negative into a positive! • Project team and project stakeholders work as a team to effectively manage the changes by not affecting the project timelines and budget. • Effectively managing scope creep means: ☺Successful delivery ☺Quality product ☺Improved customer satisfaction ☺Happy project team 30
  • 32. CAI Sponsor s T he IT Metrics & Productivity Institute: • Clearinghouse Repository of Best Practices: WWW.ITMPI.ORG • Weekly Educational Newsletter: WWW.ITMPI.ORG / SUBSCRIBE • Weekly Webinars Hosted by Industry Leaders: WWW.ITMPI.ORG / WEBINARS • ACCESS WEBINAR RECORDINGS ANYTIME AT WWW.ITMPI.ORG / LIBRARY • Follow Us on TWITTER at WWW.TWITTER.COM / ITMPI • Join Our Network on LINKED IN at WWW.ITMPI.ORG/ LINKEDIN • Follow Us on FACEBOOK at WWW.ITMPI.ORG/ FACEBOOK • Find Out About Our CONFERENCES at WWW.ITMPI.ORG/ EVENTS 32
  • 33. Achieving business excellence Janet Russac, CFPS, CSMS Principal Software Measurement Expertise, Inc. (SME) jrussac@SoftwareMeasurementExpertise.com Michael Milutis Director of Marketing Computer Aid, Inc. (CAI) Michael_milutis@compaid.com 33