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Student Version
CHAPTER FOUR
Defining
the Project
McGraw-Hill/Irwin
Copyright © 2011 by The McGraw-Hill Companies, Inc. All
rights reserved.
Defining the Project
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Step 1: Defining the Project Scope
• Project Scope
–A definition of the end result or mission of the
project—a product or service for the client/customer—
in specific, tangible, and measurable terms.
• Purpose of the Scope Statement
– To clearly define the deliverable(s) for the end user.
– To focus the project on successful completion
of its goals.
– To be used by the project owner and participants
as a planning tool and for measuring project success.
Research clearly shows that a poorly defined scope or mission is the most frequently
mentioned barrier to project success.
In a study involving more than 1,400 project managers in the United States and Canada,
Gobeli and Larson found that approximately 50 percent of the planning problems relate to
unclear definition of scope and goals. 4–5
Step 1: Defining the Project Scope
• Project Scope
–A definition of the end result or mission of the
project—a product or service for the client/customer—
in specific, tangible, and measurable terms.
• Purpose of the Scope Statement
– To clearly define the deliverable(s) for the end user.
– To focus the project on successful completion
of its goals.
– To be used by the project owner and participants
as a planning tool and for measuring project success.
Example of Project and Deliverable
1. Establishing intranet in your company
2. Execute Construction Project
3. Development of new product
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Project Scope Checklist
1. Project objective
2. Deliverables
3. Milestones
4. Technical requirements
5. Limits and exclusions
6. Reviews with customer
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
1.Project objective
Explanation: The first step of project scope definition is to define the overall objective to meet your
customer’s need(s).
The project objectives answers what, when, and how much 4–9
Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
2. Deliverables
Explanation: The next step is to define major deliverables—the expected outputs over the life of the project.
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
3. Milestones
Explanation: A milestone is a significant event in a project that occurs at a point in time. The milestone schedule shows only
major segments of work; it represents first, rough-cut estimates of time, cost, and resources for the project.
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
4. Technical requirements
Explanation: More frequently than not, a product or service will have technical requirements to ensure proper performance.
Associated with QUALITY 4–12
Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
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Here is a list of some example sample deliverables.
• Engineering report • Service report
• Proposal • Strategic report
• Design drawings • Progress report
• Design documents • Improved process efficiency
• Completed product (building, bridge, etc.) • Better customer service
• Technical interpretation • Faster response time
• Site investigation report • Marketing study
• Design review • Web site/page
• Tender document • Useability report
• Manufacturing process improvement • Product prototype
• Product quality enhancement • New knowledge or experience
• New equipment or tools • Improved filing and organization
systems
• Improved response procedures
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Sample Deliverables
2. Deliverables
Explanation: The next step is to define major deliverables—the expected outputs over the life of the project.
3. Milestones
Explanation: A milestone is a significant event in a project that occurs at a point in time. The milestone schedule shows only
major segments of work; it represents first, rough-cut estimates of time, cost, and resources for the project.
4. Technical requirements
Explanation: More frequently than not, a product or service will have technical requirements to ensure proper
performance.
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Step 2: Establishing Project Priorities
• Causes of Project Trade-offs
–Shifts in the relative importance of criterions related
to cost, time, and performance parameters
• Budget–Cost
• Schedule–Time
• Performance–Scope
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Step 3: Creating the Work
Breakdown Structure
Major Groupings Found in a WBS
• Work Breakdown Structure
1
(WBS)
– An hierarchical outline 2
(map) that identifies the
products and work elements
involved in a project. 3
The early stages of developing the outline serve to ensure that all tasks
are identified and that participants of the project have an understanding of
what is to be done.
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS) 4–27
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Example of Work Breakdown structure (WBS)
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Work Breakdown Structure
Level
1. Project
2. Deliverable (Major OUTPUT or tasks in the project)
3. Subdeliverable (Subtasks in the major tasks)
4. Work Package (or “activities”
to be completed in Network Diagram)
Project
Level
Installation of Pollution
1. Project Control Device
Installation of Pollution
Control Device
Level
Installation of Pollution
1. Project Control Device
4. Activities/
Subdeliverables will show breakdown of the DELIVERABLE (if needed)
Work packages
Work Breakdown Structure
Level
Installation of Pollution
1. Project Control Device
Level
Installation of Pollution
1. Project Control Device
Work Packages
Build internal components
Activity Description
Build internal components
Modify roof and floor
Construct collection stack
Pour concrete and install frame
Build high-temperature burner
Install pollution control system
Install air pollution device
Inspect and test
Table 3.1
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Work packages are short duration tasks that have a definite start and
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1
5
The lowest level of the WBS is called a
work package.
Head/write head has 5 work packages or tasks
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1
4
Project Life
Cycle
5
The early stages of developing the
outline serve to ensure that all
tasks are identified and that
participants of the project have an
understanding of what is to be
done.
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1
WP-5 CB
WP -1 M
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WP-2 CB
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WP-1 RWH
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WP -1 M
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• Work packages from the WBS are used to build
WP-3 CB
the activities found in the project network.
A
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WP-2 CB
packages.
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WP-1 RWH
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B
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A D E F
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B
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A D E F
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WP-7 CB WP-5 CB
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C
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WP -1 M
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B G
WP-3 CB WP -1 M
A D E F
WP-1 CB WP-4 CB
WP-7 CB WP-5 CB
WP-2 CB
C
WP-6 CB
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WP -1 M
WP-4 RWH
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B G
WP-3 CB WP -1 M
A D E F
WP-1 CB WP-4 CB
WP-7 CB WP-5 CB
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H
C WP-2 CF
WP-3 CF
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B G I
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B G I
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A D E F
WP-1 CB WP-4 CB
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WP-2 CB
H
C WP-2 CF
WP-3 CF
WP-6 CB WP-2 RWH
Work packages from the WBS are used to build the activities found in the
project network. An activity is an element in the project that consumes time—
for example, work or waiting.
WP-4 RWH
WP-3 RWH
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B G I
WP-3 CB WP -1 M WP-1 CF
WP-4 RWH
D J
A E F
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B G I
WP-3 CB WP -1 M WP-1 CF
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A E F
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WP-1 CB WP-4 CB WP-3 RWH
WP-7 CB WP-5 CB WP-3 RWH
WP-2 CB
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C WP-2 CF
WP-3 CF
WP-6 CB WP-2 RWH
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How WBS Helps the Project Manager
• WBS
–Facilitates evaluation of cost, time, and technical
performance of the organization on a project.
–Provides management with information appropriate
to each organizational level.
–Helps in the development of the organization
breakdown structure (OBS). which assigns project
responsibilities to organizational units and individuals
–Helps manage plan, schedule, and budget.
–Defines communication channels and assists
in coordinating the various project elements.
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From Work Package to Network
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Project network diagram (a.k.a. PERT-CPM network diagram)
are developed from the WBS.
The project network is a visual flow diagram of the sequence, interrelationships, and
dependencies of all the activities that must be accomplished to complete the project.
An activity is an element in the project that consumes time—for example, work or waiting.
Work packages from the WBS are used to build the activities found in the project network. An
activity can include one or more work packages. The activities are placed in a sequence that
provides for orderly completion of the project. Networks are built using nodes (boxes) and
arrows (lines). The node depicts an activity, and the arrow shows dependency and project flow.
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Networks provide the project schedule by identifying dependencies,
sequencing, and timing of activities, which the WBS is not designed to
do.
The primary inputs for developing a project network plan are work packages.
The manager derives activity time estimates from the task times in
the work package.
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Step 4: Integrating the WBS
with the Organization
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Complete groupings of WBS
WP-5 CB
WP -1 M
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Step 5: Coding the WBS for
the Information System
The codes are used to define levels and elements in the WBS,
organization elements, work packages, and budget and cost information.
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Step 5: Coding the WBS for the Information System
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Responsibility Matrices
• One tool that is widely used by project managers and task force leaders of
small projects is the responsibility matrix (RM). The RM (sometimes called a
linear responsibility chart) summarizes the tasks to be accomplished and who
is responsible for what on a project. In its simplest form an RM consists of a
chart listing all the project activities and the participants responsible for each
activity.
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Project Communication Plan
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Information Needs
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Ex#1/page 172). You are in charge of organizing a dinner-dance
concert for a local charity. Target fund is half million pesos. Fund will be
used for medical mission for dengue vaccination. You have reserved a
hall that will seat 30 couples and have hired a jazz combo that will
manage sounds and light.
Develop a scope statements for this project that contains examples of
all the elements. This project is urgent because of the risk of dengue
spread. Assume that the event will occur on April 15, 2018 and provide
your best guess estimate of the dates for milestones.
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Project Title: Construction of improvised house for relocated typhoon affected residents of Idaho
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Answer: Sample Scope Statement
Project Objective: To raise money for local charity through organizing a dinner dance for 30 couples by April 15
2018 at a cost not greater than PhP0.5 M to raise money for a local charity.
Deliverables:
- Fund raising need assessment (documented) - Confirmed attendance of 60 (30x2) pax/head
- Oriented and trained ushers and organizer - Collection of raised money
- Availability of Jazz combo (or booked) - Availability of caterer and food
- Function hall - Tickets
- Information, education & communication (IEC) materials (ppt presentations & visuals)
- Turn over of donation
Milestones:
• Pay Rent hall by March 15 2017
• Sell 30 tickets by March 30 2017
• Arrange caterer by last week of March 20 2017
Technical Requirements:
• Hall has sufficient space for tables and dance floor with aircon (suitable for Seniors and PWD)
• Convenient parking available for 30 cars
• Hall has infrastructure to support catered dinner and jazz combo
• Meals include vegetarian options (utensils must be not plastic)
• Superior customer service of ushers (friendly and attentive to the needs)
Limits and Exclusions:
• Caterers responsible for preparing, serving, clean-up and safety measures
• Ticket price set to generate at least PhP 2500 profit per couple
• Jazz combo is also responsible for sound system, talents, vocalists
• Event transpire between 7:00 – 12:00am
• Pets not allowed
• The project will end in fund raising on that day, (purchasing of vaccines and medical mission is not included)
• Others (secured/ near police, with medical team)
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Customer Review: Charity government officials (Mayor) and couples
Key Terms
Cost account
Milestone
Organization breakdown structure (OBS)
Scope creep
Priority matrix
Responsibility matrix
Scope statement
Process breakdown structure (PBS)
Work breakdown structure (WBS)
Work package
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