CHAPTER 4: Integration & Scope Planning Techniques

Project Management Plan

A formal document that defines how a project is executed, monitored, and controlled.

Work Breakdown Structure (WBS)

A hierarchical decomposition of the total scope of work to accomplish the project objectives.

Scope

The sum of the products, services, and results to be provided as a project.

Requirement

A condition or capability that must be met or possessed by a project or its deliverables.

Project Integration Management

The knowledge area that involves coordinating all aspects of a project.

Plan Scope Management

The process of creating a scope management plan that documents how the project scope will be defined, validated, and controlled.

Collect Requirements

The process of gathering and documenting stakeholder needs and requirements.

Define Scope

The process of developing a detailed description of the project and product.

Create WBS

The process of subdividing project deliverables and project work into smaller, more manageable components.

Scope Management Plan

A document that outlines how the project scope will be defined, validated, and controlled.

Requirements Management Plan

A plan that describes how requirements will be analyzed, documented, and managed.

Requirements Documentation

A document that describes how individual requirements meet the business need for the project.

Requirements Traceability Matrix

A grid that links product requirements from their origin to the deliverables that satisfy them.

Project Scope Statement

A document that provides a detailed description of the project scope, including deliverables and boundaries.

Scope Baseline

The approved version of the scope statement, WBS, and WBS dictionary.

Project Documents Updates

Changes made to project documents as a result of project execution.

Initiating Process Group

The first group of processes that involve defining and authorizing the project.

Planning Process Group

The second group of processes that involves establishing the scope and objectives of the project.

Executing Process Group

The group of processes that involves performing the work defined in the project management plan.

Monitoring and Controlling Process Group

The group of processes that involves tracking, reviewing, and regulating the progress and performance of the project.

Closing Process Group

The final group of processes that involves finalizing all activities to formally close the project.

Pre-Initiating Tasks

Tasks performed by senior managers after project approval, including identifying stakeholders and creating project documents.

Project Planning

The process that guides project execution, ensuring that plans are realistic and useful.

Baseline

A starting point, measurement, or observation that is documented for future comparison.

Schedule Management Plan

A subsidiary part of the overall project management plan that provides detailed information about scheduling.

Cost Management Plan

A subsidiary part of the overall project management plan that provides detailed information about costs.

Quality Management Plan

A subsidiary part of the overall project management plan that provides detailed information about quality.

Resource Management Plan

A subsidiary part of the overall project management plan that provides detailed information about resources.

Communications Management Plan

A subsidiary part of the overall project management plan that provides detailed information about communications.

Risk Management Plan

A subsidiary part of the overall project management plan that provides detailed information about risks.

Procurement Management Plan

A subsidiary part of the overall project management plan that provides detailed information about procurement.

Stakeholder Engagement Plan

A subsidiary part of the overall project management plan that provides detailed information about stakeholder engagement.

Change Management Plan

A subsidiary part of the overall project management plan that provides detailed information about changes.

Configuration Management Plan

A subsidiary part of the overall project management plan that provides detailed information about configuration.

Schedule Baseline

A documented starting point for measuring project schedule.

Cost Baseline

A documented starting point for measuring project costs.

Performance Measurement Baseline

A documented starting point for measuring project performance.

Project Life Cycle Description

A detailed description of the phases a project goes through from initiation to closure.

Development Approach

The strategy or methodology used to develop the project.

Dynamic Project Management Plans

Project management plans that are flexible and receptive to change when the environment or project changes.

Project Charter

A document that outlines the objectives, scope, and participants of a project.

Team Contract

An agreement among team members that outlines their roles, responsibilities, and expectations.

Scope Statement

A document that defines the boundaries of the project, including what is included and excluded.

Gantt Chart

A visual representation of a project schedule, showing tasks, durations, and dependencies.

Knowledge Area Plans

Separate plans that address specific areas of project management, such as scope, time, cost, quality, etc.

Project Management Plans

Documents that outline the common elements required for managing a project.

Management Review Process

A process where the project steering committee meets monthly to review progress and provide inputs.

Progress Measurement Process

A method to review project progress during meetings and through reports on project management software.

Goals of the Project

Objectives such as reducing training costs by $100/person/year and receiving positive survey results.

Enterprise Project Management Software

Software used to track tasks, costs, resources, issues, and risks for a project.

Supplier Evaluation

The process of coordinating with the purchasing department to select and work with suppliers.

Productivity Improvement

A system developed to measure improvements in employee productivity resulting from training.

Project Scope Management

The process of defining and controlling what work is or is not included in a project.

Planning Scope Management

The process of determining how project scope will be defined, validated, and controlled.

Validation

The formal acceptance of deliverables by the customer and other identified stakeholders.

Verification

The process of ensuring that deliverables comply with regulations, requirements, or specifications.

Requirements Documents

Documents that outline the needs and expectations of stakeholders for the project.

WBS Dictionary

A document that provides detailed descriptions of each component in the Work Breakdown Structure.

Requirements Traceability Matrix (RTM)

A table that lists requirements, various attributes of each requirement, and the status of the requirements to ensure that all of them are addressed.

Configuration Management Activities

Activities that involve analyzing, authorizing, tracking, and reporting changes to project requirements.

Mandatory Requirements

Requirements that are designated as 1 and must be met for project success.

Desirable Requirements

Requirements that are designated as 2 and are preferred but not essential for project success.

Nice-to-Have Requirements

Requirements that are designated as 3 and are optional for project success.

Project Exclusions

A section in the project scope statement that explicitly states what work is not included in the project.

Outputs of Collecting Requirements

Documents and matrices that summarize requirements, including checklists and the requirements traceability matrix.

Survey

A method used to gather requirements from stakeholders.

Stakeholders

Individuals or groups that have an interest in the project's outcome and can influence its success.

Project Steering Committee

A group that must approve any changes that significantly impact the project's cost or schedule.

Requirements Tracking

The process of monitoring requirements to ensure they are addressed and managed throughout the project.

Project Deliverables

The specific outputs or results that the project is expected to produce.

Course Prerequisites

Requirements related to prior knowledge or skills needed before participating in a course.

Facilities Requirements

Requirements related to the physical environment needed for the project or course.

Class Size Requirements

Requirements that specify the number of participants allowed in a class.

Weekly Status Reports

Regular updates provided to stakeholders about the project's progress and status.

Monthly Review Meetings

Scheduled meetings to discuss project progress, issues, and updates with stakeholders.

Project Name

The title given to a project, which in this case is 'Just-In-Time Training Project.'

Version 1.0

The initial version of a document or plan, indicating it is the first release.

Just-In-Time Training Project

The title of the project aimed at producing three levels of training courses.

Product Characteristics and Requirements

Details about the courses to be produced, including subject areas and course levels.

Supplier management training

Training aimed at educating employees on supplier management, consisting of three course levels.

Executive course

The highest level of training course designed for senior management.

Introductory course

A basic level training course for beginners.

Advanced course

A higher-level training course for experienced individuals.

Training need estimate

The Supplier Management Director estimates the need to train at least 200 employees each year.

Course materials development

Materials should be developed as a joint effort with internal experts, outside training experts, and key suppliers.

Delivery methods

Different methods of training delivery, including instructor-led, CD/ROM, and Web-based training.

User Acceptance Criteria

Courses will be considered successful if available within one year and average evaluations are at least 3.0 on a 5.0 scale.

Project Management-Related Deliverables

Includes project charter, project management plan, scope statement, WBS, etc.

Needs assessment

A survey conducted to determine learning objectives for the courses.

Corporate online survey software

The tool used for conducting the needs assessment survey.

Detailed report

A document (8-10 pages) summarizing the results of the needs assessment.

Presentation

A presentation (15-20 minutes long) summarizing the results of the needs assessment.

Research of existing training

A study to identify current training courses and materials available.

Partnership agreements

Agreements explored to involve outside training organizations and suppliers in training development.

Course development

Creation of appropriate materials for each course in various formats.

Pilot course

A trial course provided for the introductory supplier management course to gather feedback.

Feedback incorporation

Using feedback from the pilot course to improve subsequent courses.

Scope Information Updates

The project team should update the project scope statement as new information becomes available.

Scope statement versions

Different iterations of the scope statement named Version 1.0, Version 2.0, etc.

WBS Document

The WBS is a document that breaks all the work required for the project into discrete deliverables, and groups them into a logical hierarchy.