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Scope: Mastering 
the 
Fuzzy 
Constraint 
Brad Bigelow 
First delivered to the PMI Global Congress EMEA 2012
Outline 
• Introduction: The Triple Constraints 
• What Makes Scope “Fuzzy”? 
• The Multiple Dimensions of Scope 
• Scope Change: Good or Bad? 
• Looking at Scope Change from Different Angles 
• Conclusion: The Need for Perspective
The Triple Constraint 
Time 
Cost Scope
Or, Put Another Way … 
Pick any two: 
__ Better 
__ Faster 
__ Cheaper
The Triple Constraints 
Project Management, by John Stanley Baumgartner, 1963
Time 
Start 
Planned 
Actual 
Finish 
Start Finish 
Early Late 
200 days 
200 days 
210 days
Cost 
Planned Actual 
Under Over 
$200,000 
$200,000 
$225,000
What is Scope, Anyway? 
“The sum of the products, 
services, and results to be 
provided as a project.” 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Scope? 
Planned Actual 
Under Over 
??? 
What number 
would apply?
How Do You Define the Boundary of 
Scope? 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
A Fuzzy Set: Tall Basketball Players 
Manute Bol 
7 ft. 7 in. 
Muggsy Bogues 
5 ft. 3 in. 
Jason Kidd 
6 ft. 4in. 
Dirk Nowitski 
7 ft. 
Josh Howard 
6 ft. 7 in. 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
A Set with a Clear Boundary 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
A Set with a Fuzzy Boundary 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Boundaries Alone Don’t Always Help 
Is the Glass Half Empty? 
Half Full? 
Or is the Glass Too Big? 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Three Key Aspects of Scope 
• Output (products, deliverables) 
• Work 
• Boundaries 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Still a Triangle? 
Time 
Cost 
Products 
Work 
Boundaries 
Scope 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Product Breakdown Structure 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Work Breakdown Structure 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Boundaries 
• Authority 
– What Project Manager has authority to decide 
• Legal 
– What means are considered legal? 
• Regulatory 
– Are there health and safety constraints? 
• Interfaces 
– Do the products have to work with other systems? 
• Policy 
– Are there policy constraints on how the work is done? 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Still a Triangle? 
Time 
Cost 
Products 
Scope 
Work 
Boundaries 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
And Yet Other Aspects of Scope 
 Quantity 
 Location 
 Functional requirements 
 Non-Functional 
requirements 
 Modes of operation 
 Production methods and 
facilities 
 Test or certification 
requirements 
 Intended users 
 Procurement 
 Transparency 
 Look and feel/Appearance 
 Resources 
 Raw materials 
 Environmental factors 
 Standardization 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Still a Triangle? 
Time 
Cost 
Products 
Scope 
Work 
Boundaries 
Other Factors 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
How to Tame the Scope Beast 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only 
Presentation Title
MoSCoW Analysis 
• Must Have 
• Should Have 
• Could Have 
• Won’t Have 
Scope 
Definitely In 
Definitely Out 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
The Most Important Aspect of Scope 
Change? 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
The Traditional Approach 
#1. 
Plan 
the 
Work 
#2. 
Work 
the 
Plan 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
The Traditional Approach 
Scope Change 
= 
Deviation from the Plan 
Change? 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Scope 
Change 
= 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
The Adaptive Approach 
#1. 
Plan 
the 
Work 
#4: Adapt the Plan 
#2. 
Work 
the 
Plan 
#3. 
Compare 
with 
Reality 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Obeng Matrix 
Know What Don’t Know What 
Quest 
Painting by 
Numbers 
Lost in a Fog 
Making a Movie 
Know How Don’t Know How 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Rationale for Change 
Unsound Sound 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Impact of Duration 
Planning Completion 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Impact of Duration 
Planning Completion 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
The Project is Not the Center of the Universe 
You are Here 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Third Law of Motion 
Rejecting a change has a consequence 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only 
Presentation Title
What Happens to Change 
that Falls Out of Scope? 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only
Summary 
• Project Scope is Inherently Fuzzy 
• Break it Down into as Many Aspects as Relevant 
• Find out preference and priorities (MoSCoW) 
• Understand the Appetite for Change 
• Don’t Lose Sight of the Big Picture 
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. 
©2010 Permission is granted to PMI for PMI® Marketplace use only

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Scope: Mastering the Fuzzy Constraint

  • 1. Scope: Mastering the Fuzzy Constraint Brad Bigelow First delivered to the PMI Global Congress EMEA 2012
  • 2. Outline • Introduction: The Triple Constraints • What Makes Scope “Fuzzy”? • The Multiple Dimensions of Scope • Scope Change: Good or Bad? • Looking at Scope Change from Different Angles • Conclusion: The Need for Perspective
  • 3. The Triple Constraint Time Cost Scope
  • 4. Or, Put Another Way … Pick any two: __ Better __ Faster __ Cheaper
  • 5. The Triple Constraints Project Management, by John Stanley Baumgartner, 1963
  • 6. Time Start Planned Actual Finish Start Finish Early Late 200 days 200 days 210 days
  • 7. Cost Planned Actual Under Over $200,000 $200,000 $225,000
  • 8. What is Scope, Anyway? “The sum of the products, services, and results to be provided as a project.” “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 9. Scope? Planned Actual Under Over ??? What number would apply?
  • 10. How Do You Define the Boundary of Scope? “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 11. “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 12. A Fuzzy Set: Tall Basketball Players Manute Bol 7 ft. 7 in. Muggsy Bogues 5 ft. 3 in. Jason Kidd 6 ft. 4in. Dirk Nowitski 7 ft. Josh Howard 6 ft. 7 in. “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 13. A Set with a Clear Boundary “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 14. A Set with a Fuzzy Boundary “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 15. Boundaries Alone Don’t Always Help Is the Glass Half Empty? Half Full? Or is the Glass Too Big? “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 16. Three Key Aspects of Scope • Output (products, deliverables) • Work • Boundaries “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 17. Still a Triangle? Time Cost Products Work Boundaries Scope “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 18. Product Breakdown Structure “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 19. Work Breakdown Structure “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 20. Boundaries • Authority – What Project Manager has authority to decide • Legal – What means are considered legal? • Regulatory – Are there health and safety constraints? • Interfaces – Do the products have to work with other systems? • Policy – Are there policy constraints on how the work is done? “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 21. Still a Triangle? Time Cost Products Scope Work Boundaries “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 22. And Yet Other Aspects of Scope  Quantity  Location  Functional requirements  Non-Functional requirements  Modes of operation  Production methods and facilities  Test or certification requirements  Intended users  Procurement  Transparency  Look and feel/Appearance  Resources  Raw materials  Environmental factors  Standardization “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 23. Still a Triangle? Time Cost Products Scope Work Boundaries Other Factors “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 24.
  • 25. How to Tame the Scope Beast “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only Presentation Title
  • 26. MoSCoW Analysis • Must Have • Should Have • Could Have • Won’t Have Scope Definitely In Definitely Out “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 27. The Most Important Aspect of Scope Change? “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 28. The Traditional Approach #1. Plan the Work #2. Work the Plan “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 29. The Traditional Approach Scope Change = Deviation from the Plan Change? “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 30. Scope Change = “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 31. The Adaptive Approach #1. Plan the Work #4: Adapt the Plan #2. Work the Plan #3. Compare with Reality “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 32. Obeng Matrix Know What Don’t Know What Quest Painting by Numbers Lost in a Fog Making a Movie Know How Don’t Know How “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 33. Rationale for Change Unsound Sound “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 34. Impact of Duration Planning Completion “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 35. Impact of Duration Planning Completion “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 36. The Project is Not the Center of the Universe You are Here “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 37. Third Law of Motion Rejecting a change has a consequence “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only Presentation Title
  • 38. What Happens to Change that Falls Out of Scope? “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
  • 39. Summary • Project Scope is Inherently Fuzzy • Break it Down into as Many Aspects as Relevant • Find out preference and priorities (MoSCoW) • Understand the Appetite for Change • Don’t Lose Sight of the Big Picture “PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only