Phase 2 - Scope/Timeline/Resources

Phase 2 As we learned in Chapter 9, project management can be formal, informal, or a matrix of both methodologies (Kerzner, 2014, p. 441). For your project, most of you will be using informal project tools and techniques unless you are experienced in using project management software and methodologies. The assignment this week will focus on some of the basic issues needed when planning the project: defining the scope, timetable/schedule, and resources. Complete the following three areas and upload your completed document in the correct area. Use the three major headings listed below in your paper. Only include your name at the top of your paper – you do not need a title page for this assignment. At the end of this class, each of the five phases will be combined to form one final paper. Project Scope Statement: The scope statement is the “top-level document for articulating the overall project goals, objectives, and mission-critical parameters, such as overall timing and resource constraints. It defines the project baseline for all other documentation and management actions.” (Thamhain, 2005, p. 148) The scope of a project defines what is included in and excluded from the project. Based on your project proposal and the information provided in the project charter, submit a list of what will be included in the scope of your project and what will be excluded. Include the following headings and include the necessary information under each heading based on your individual project. The Project Scope Statement should be no longer than a page or page and half (single spaced).

• Project objective – 1-2 sentences o Example: To construct a high-quality custom insulated doghouse within 4

weeks at a cost not to exceed $5,000. • Deliverables: What are you going to accomplish.

o Example: § A 5’ x 7’ finished doghouse with one doorway § White aluminum siding § Shingled Roof § One (1) Doorway

• Milestones: Dates for specific high-level milestones for the project. o Example:

§ Permits approved – June 1, 2016 § Foundation poured – June 10, 2016 § Framed, siding and roof completed – June 25 § Final inspection – June 30

• Technical Requirements: o Examples:

§ Doghouse must meet local building codes. § Wall and ceiling insulation must meet ______. § Floor insulation must meet ______.

• Limits and Exclusions o Examples:

§ The doghouse will be built to the specifications and designed provided by the customer.

§ Owner is responsible for landscaping. § Doghouse does not include windows or a door. § Site work will be limited to Monday through Friday, 8:00am-

5:00pm Timetable/Schedule Create a timeline/schedule for your project showing major milestones and/or deliverables. This must be in the form of a chart-type diagram (Gantt, Milestone, PERT, or Excel). For now, you must include a minimum of five items in your chart. Review Chapter 6 in the Thamhain textbook if you need more detailed information or examples of charts. There are many different types of charts used in the management of projects and the type and complexity of the chart you choose will depend on your project as well as your own skills. This assignment does not require you to use Project Management or Open Source software; however, if you are familiar with the software and want to use one of their charts, please feel free to do so. Otherwise, for some of your basic projects, an Excel-type chart is sufficient. This timeline will be used as the basis for future actions on your project. As you define other important milestones in future Phases of this project (e.g., Work Breakdown Structure), you will include additional information in your final chart. Resources In project management, resources are defined as anything necessary to carry out the project tasks. This includes people, equipment, facilities, funding, or anything else needed for your project. Please include a list of the resources you will need to complete your project. At a minimum, it must include people, equipment, and funding. Include headings for each of these areas and be specific. With the doghouse example, under the heading of personnel, you might include yourself, a carpenter, and someone familiar with laying cement (or subcontractor). For the funding, we need to see a breakdown of costs for items, such as building materials, permits, and employee costs. These must all be reasonable and match your project scope. References: Kerzner, H. (2014). Project management best practices: Achieving global excellence.

Hoboken, NJ: John Wiley & Sons. Thamhain, H. (2005). Management of technology: Managing effectively in technology-

intensive organizations. Hoboken, NJ: John Wiley & Sons.