QSO 420 ( week 3)

Module Overview

QSO‐420‐H5938 Integrated Cost/Sched Control 23EW5 MA

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Project Scope, Plan, and Scheduling In Module Two, you were provided with a high-level overview of the EVM body of knowledge, including the

32 criteria of any EVM system. Now that you have an overarching understanding of EVM, we will start our

discussion of speci�c implications for normal project management functions. In this module, we will

speci�cally focus on scoping, planning, and scheduling functions.

The PMBOK tells us that project scope management “includes the processes required to ensure that the

project includes all the work required, and only the work required, to complete the project successfully”

(Project Management Institute, p. 129). This includes speci�cally de�ning what is and what is not going to be

included in the project. Although scoping will still need to be done, when considering the use of an EVM

system, are there additional steps required (or not required) that will affect whether or not one can

effectively employ EVM? This question will be addressed as part of our discussion and readings in this

module.

In addition to scoping, what else needs to be considered during other planning and scheduling functions to

ensure that EVM can be followed? For instance, EVM requires the use of a number of data points in order to

properly employ the principles of the system. We need to plan not only what data need to be collected, but

also mechanisms for collection. Indeed, just as we need to plan the project, we need to plan for EVM. The

same can be said for scheduling. Not only do we need to determine where to gather data, but when. Do our

milestones align with our data collection schedules? It would be dif�cult to calculate EVM variances and

other important measures if we were not able to collect reliable data at speci�c, critical times during the

project. Again, we will address planning and scheduling issues in terms of EVM in this module’s discussion.

The �rst milestone is due in this module. You will be asked to de�ne basic elements needed to calculate EVM

measures. You will also analyze project documentation to determine what data are available to use in your

analysis. This milestone matches well with the ideas discussed in this module. You will surely gain an

appreciation for the need to create a viable plan for when, where, and how data will be gathered throughout

a project in order to effectively implement EVM.

In Module Four, we will begin our discussion of resource estimation, which includes learning about control

action plans (CAPs). This discussion will build directly from what you learn here in Module Three in that,

once the project is properly planned but not yet executed, control plans must be in place to ensure proper

allocation of overall budget. The bottom-up planning required for these CAPs will again show the

differentiation between EVM and other methods of project management.

References Project Management Institute. (2017). A Guide to the Project Management Body of Knowledge (PMBOK

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Project Management Institute. (2017). A Guide to the Project Management Body of Knowledge (PMBOK

Guide) (6th ed.). Newton Square, PA: PMI Publications.

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