Scoping and Scheduling Successful Projects

Course Description Overview

Course Number:
035904
Course Length:
2 days
Course Description Overview:
Accurately defining project scope sets the foundation for a successful project that accomplishes organizational needs. Research has shown that substandard requirements and scoping techniques often result in projects exceeding their planned budgets by as much as 200%. Additionally, generating a realistic schedule based on accurate resource and duration estimates troubles even the most the senior project managers. This course, based on PMI®’s PMBOK® Guide, Sixth Edition, provides participants with the tools and techniques to help them determine and deliver products, services, and results that meet requirements, expectations, and deadlines.
Course Objectives:
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Target Student:

This course is intended for:

· Project managers, project team leads, and project team members (with or without a currently-active PMI certification) who want to gain a deeper understanding of and hands-on experience with project scope and schedule tools, techniques, and outputs, as documented in the PMBOK® Guide, Sixth Edition.

· Professionals who hold current PMP®, PgMP®, or other PMI credentials, who wish to earn Professional Development Units (PDUs) to maintain their PMI certification.

 

This course is not intended as direct preparation for any PMI certification exam.

Prerequisites:
To ensure that you benefit fully from this course, you should have experience managing, leading, or contributing to projects. A PMI project-management credential such as PMP® or CAPM® is recommended but not required.

Author 

Brian Salk, PhD, PMP®, PMI-ACP®, has over 30 years of experience, specializing in hands-on traditional and agile project management, training, and consulting. He manages a variety of consulting and training programs and projects for his organization and for a number of Fortune 500 customers. His global clientele includes organizations in North America, South America, Europe, and the Middle East. In addition to authoring courses, Dr. Brian frequently delivers project-management certification training (e.g., PMP®) and project-management best practices training. He is a four-time winner of the prestigious Worldwide Excellence in Training award, recognizing the 25 highest-rated instructors from a network of over 2,400. Dr. Brian earned his PhD from Fielding Graduate University and his Masters of Arts (Education) from the University of Michigan.

Course-specific Technical Requirements Software:
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Course-specific Technical Requirements Hardware:
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Certification reference (where applicable)
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Course Content:

Lesson 1: Project Scope and Schedule Management Overview

  • Project Scope Management Overview
  • Project Scope Mgt. Processes and Key Outputs
  • New Practices and Theories
  • Project Schedule Management Overview
  • Project Schedule Mgt. Processes and Key Outputs
  • New Practices and Theories
  • Case Study Selection
  • Requirements, Scope, and Negotiations


Lesson 2: Planning Processes

  • Planning Processes Overview
  • Plan Scope Management
  1. The Scope Management Plan
  2. The Requirements Management Plan
  • Plan Schedule Management
  1. The Schedule Management Plan
  • Collect Requirements
  1. Types of Requirements
  2. Effective Product/Solution Requirements
  3. Other Stakeholders and Requirements
  4. Collect Requirements Techniques
  5. Voice of the Customer
  6. Requirements Traceability Matrix
  • Define Scope
  1. Project Scope Statement Sections
  2. Create a Project Scope Statement
  • Create WBS
  1. WBS by Deliverable
  2. WBS by Phase
  3. When to Subdivide a Work Package Further
  4. Effective WBSs
  5. General Process for Creating the WBS
  6. Create a WBS
  • Define Activities
  1. Practical Considerations for Defining Activities
  2. Activities and Steps
  3. Milestones
  4. Create Activities and Milestones
  • Sequence Activities
  1. Create a Network Diagram
  • Estimate Activity Resources
  1. Resource Breakdown Structure
  2. Estimate Activity Resources
  3. Assign Resources to Activities
  • Estimate Activity Durations
  1. Expert Judgment
  2. Ratio Estimating
  3. Analogous Estimating
  4. Parametric Estimating
  5. Forecasting
  6. Three Point Estimating and PERT Estimating
  7. Reserves
  8. Estimate Activity Durations
  • Develop Schedule
  1. Critical Path
  2. Resource Optimization – Resource Leveling
  3. Resource Optimization – Resource Smoothing
  4. Resolve Overallocations
  5. Critical Chain
  6. Schedule Compression Techniques

 

Lesson 3: Monitoring and Controlling Processes

  • Validate Scope
  1. Verify Scope Best Practices
  2. Create a Scope Validation Form
  • Control Scope
  1. Control Scope Best Practices
  2. Change Control Stakeholders
  3. Determine Change Control Stakeholders
  4. Scope Change Control Process
  5. Change Request Form
  • Control Schedule
  1. Control Schedule Best Practices
Scheduling Successful Projects
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