Controlling Project Scope

p>(How to resist the temptation to "boil the ocean")Additions to the software system which are
The most common reason for software project failureunacceptable to your project may be ideal candidates
is not failure to control budget or schedule but failure tofor the next project. Software systems are never
control requirements, either at the outset or during thestatic; they are constantly changing and evolving so
build phase. Software projects are unlike those thatthey should have a process for capturing new
deliver a tangible product such as a building, a bridge, orfeatures or fixes for the next system release. Ensure
a dam. These projects receive much more attentionthat your project has a direct connection between its
during the planning phase and tend to be controlledchange management system and the production
with much more rigor than are software projects.change management system. Changes that would
You'll never hear of a plan to build a 20,000 squareadd too much to the scope of the current project but
foot shoe store ballooning into a project to build a 10that are otherwise supported by a sound business
acre shopping mall! Yet that's exactly what happens tocase should be assigned to the production feature
a lot of software projects. They start off with onepool. This approach has two advantages: it doesn't
objective in mind but after the last stakeholder haslose sight of the value-add feature being requested
added his or her wish list they bear no resemblance toand it isn't an outright rejection of the requested
the original vision. I call this dispersion of focused effortchange.
"ocean boiling". It's not an original term but I think it fitsDon't forget that the cost of the project must include
this situation perfectly. Attempts to boil the ocean willproject management activities such as project
expend a great deal of heat without changing the seacommunications, meetings, workshops and other
state. Attempts to deliver an extensive wish list ofmanagement functions. Your organization may already
software features will spend a great deal of cashhave a well defined management methodology which
without changing the business.you are expected to follow, otherwise you should be
Failure to maintain a narrow focus on the originalmanaging it using the best practices in the industry (the
objective of the project leads to overruns of bothProject Management Body of Knowledge, or PMBOK
schedule and budget. I'm using the original budget and4th Edition describes these very well). Make certain
schedule here as we frequently see projects whichthat the work that you plan to do to manage the
have their budget and schedule changed during theproject is captured in the Project Charter and/or
course of the project, using the appropriate changepreliminary Scope Statement. Requests for additional
management processes labeled as cost overruns andwork should be treated the same way as other
late deliveries based on their deviation from the originalrequests to expand the scope.
plan. Clearly, whether these projects are "on budget"A Statement of Work (SOW) will usually accompany
and "on schedule" is a debatable point. The real pointan RFP or RFQ when work is being done by a vendor
here is that a certain degree of deviation from thefor a client. The SOW will usually be much more
original budget and schedule is acceptable but whenprecise and detailed in its description of the work to be
the scope of a project experiences a significantdone but not always. Make sure that the SOW you're
increase budget and schedule are sure to increaseworking from is detailed and includes a description of
beyond what all stakeholders will find acceptable. Thinkthe project management functions and artifacts you
how many times you've read or heard about overrunswill be responsible for. Duties, meetings, reports, and
on government projects in the media. The media rarelycommunications that were not identified in the SOW
mentions whether these "overruns" are the result ofshould be addressed through change requests.
approved change requests; their only point ofChange requests which would significantly alter the
reference is the originally announced schedule andscope of the project should not be an issue. If it does
budget and anything more is an overrun. You may notbecome an issue, it will be the customer's issue
be working on a government project but it is stillproviding you have a well prepared SOW.
important to curtail project scope for the organizationVerify that you can deliver the scope of the project
you are working for.as it has been defined for the budget allocated to the
This article is not meant to be a comprehensiveproject and in the time given. This will probably be
course on scope management, merely to offer a fewrelatively easy when the project is similar to ones
helpful tips that will help you avoid managing a projectroutinely undertaken by your organization, or for
that is perceived by your stakeholders to overrunsmaller projects. More thought should be given to the
budget and schedule. Those of you who haven'tproject approach when tackling a very large complex
invested in project management certification shouldproject for the first time. Pilot projects and prototypes
take a good PMP course or other PMP examcan be used to learn more about the cost and effort
preparation training product and get certified. Doing sonecessary to deliver the project. They will also prove
will give you all the tools and techniques you'll need tothe estimation techniques you have used, or suggest
manage your project's scope. In the meantime, here acorrections to them when they prove to be
few tips you can start using right away.inadequate. The work of these projects should never
Don't take the entire burden of curtailing project scopebe wasted. The pilot should deliver a subset of
upon yourself. You share responsibility for this withfunctions for the planned system and the prototype
your project's executive sponsor and you won't beshould be a base that the project can be built on. Build
able to control scope growth without their help. Youthe pilot or prototype into the overall project plan as
need their help with the Change Control Board (CCB)the first phase. Review the feasibility of the project
when senior stakeholders come to you with additionsafter this phase is over and re-calibrate your
to project scope which they believe have merit. It is upestimating methods if necessary.
to you to verify their business case and provide anYour first line of defense against budget and schedule
accurate cost estimate and it is up to the executiveoverruns on a software project is a well drafted
sponsor and CCB to reject the change. You'll help withProject Charter and/or preliminary Scope Statement.
this decision if you can manage to provide an accurateThese documents don't have to contain a great deal
estimate of the additional time and money that theof detail, that's not their purpose, but do have to
change would cost. A finish date beyond what thecontain a description of the system's functionality at a
organization finds acceptable or a budget increasehigh level. Don't try to make the documents detailed
beyond the organization's ability to pay will help thebut do make them precise. Next, make sure you've
sponsor and CCB make the right decision.got all the right stakeholders and capture clear, concise
Be as specific as possible in the Project Charter,requirements. Use a pilot project to prove your
preliminary Scope Statement, or Statement of Workapproach or a build a prototype to prove the
(SOW) as possible. The Project Charter andtechnology. In both cases you should re-calibrate your
preliminary Scope Statement will constitute theestimation technique if necessary and ensure that you
blueprints for the final product. Research usage of thehave the right schedule and budget for the project.
software well before finalizing these documents soYour last line of defense is your executive sponsor.
that all the potential users, customers, or partners ofThe sponsor should be making the right calls on the
the tool are consulted and their requirements captured.proposed changes. Proposed changes that would
These documents should then become theincrease the budget beyond the organization's ability to
benchmarks of your project's scope. Newpay or extend the schedule beyond the time the
requirements that don't support the original intent shouldorganization can afford to wait should be rejected.
be discouraged. Features or functions which wouldYou can help by providing an accurate estimate of the
better support the original concept should be givencost of the change and the potential impact on the
serious consideration. Ones that add significantly to theschedule. One last piece of advice: whenever the
original scope should not. I regard a request to supportscope of your project is changed, make very certain
a new category of users, or market, to the scope asthat the new budget and schedule baselines are well
examples of requests for changes that are notcommunicated, then use them as your new baseline.
appropriate.