Develop a Scope for my Project! Is it easy or not?–PART 1



In my last post I wrote about setting up the Project Environment. You can see that I did not set up any Calendar. Why? Well, there are different approaches to a Project Plan. My approach is to first make a task list (or Project Scope). Again WHY? From my point of view, the first thing in the Project is to find out “What is the project scope?” or “What do we have to do to achieve the Project Objectives and Goals?”, e.g, TASKS. 

After that we are going to discover who can do it, and what do we need for these tasks (e.g. RESOURCES), and after that we will discover the costs. Of course, we need the Calendar. In MS PROJECT 2010 you will find three types of calendars (Project, Resource, and Task). I will explain them in one of my following posts.

In this post I will start to write about a Project Scope! How to develop the Project scope? In the PMBOK 4th edition, there is a new process in the Scope Management Knowledge Area, and it is: Collect Requirements! Basically, in this process your are determining what do you have to do (TASKS!!!).

There are various techniques like:

  • Brainstorming: You will find out in group of different people what do they need
  • Focus group: Basically, the same technique like a brainstorming, but those people have the “same interest” (for example, first group is from the Marketing department, second from the Account department, and so on)
  • Interviews: “One to one” meeting to find out what each person mean about the project requirements.

Of course, there is a lot of other techniques. Regardless of technique, you should always have a magic “three  persons” when you collect requirements.

  • First person: He or She is asking questions
  • Second person: He or She is writing down the answers
  • Third person: Looking for reaction of others (“body language”)

This is especially important when you have a group, because when someone talks, the other person from the group can ruck, gape or just smile. That is very important because after the meeting you can call those persons in private and find out what do they think about that particular requirement (or requirements).

After that you must balance the requirements. Why? Well, suppose that you are the Project Manager of our Wedding Project. Now, suppose that the Bride and  the Groom want a 25 carat diamond rings. The Sponsors are their parents. They want to invest only 200$ for the rings. Can you buy two 25 carat diamond ring for just $200? NO WAY! The bad Project Manager will make a decision by his own. The great Project Manager will arrange the meeting between parents and wedding couple and they should solve the problem. They would buy the cheaper rings, or the Sponsors will give more money for the diamond rings.

Now, your stakeholders have those requirements. They should write it down. They can write it on the paper, MS PROJECT 2010, or in some other tool like MS EXCEL.

If they don’t have a MS PROJECT 2011, they can use a template from MS EXCEL. You can give them a template like this.

1. Open MS EXCEL 2010 and on the File Tab click New:


2. Click on the Sample Templates:


3. Click on Microsoft Project Task List Import Template and then click on the Create button:


and you will get:


Now you can save those template as Excel (xlsx) file and give it to your stakeholders. Of course, you will have to explain them how to use this worksheet.

You should encourage your stakeholders to feel the table and only Name and (if there is any) Notes field.

We are in early planning stage and we don’t know the duration, start or finish date, or Resource names.

Of course, if you know the duration, go ahead, fill it, but in most cases you don’t know it. You should NOT be considered about sequence (or order, whatever you like) of your task. Again you are at the early planning stage, and in this stage it is very important to find out what do you think you should do! Do not be concerned if you will forget something. When you will collect excel sheets from your stakeholders (all of them) you will arrange a meeting and discuss with them your complete task list and find out if something is missing.

But, you SHOULD BE CONCERNED about stakeholders. WHO ARE THEY? “Stakeholders are persons or organizations (e.g. customer, sponsors, the performing organizations, or the public), who are actively involved in the project or whose interests may be positively or negatively affected by the performance or competition of the project. Stakeholders may also exert influence over the project , its deliverables, and the project team members.” You should find them ALL As Soon As Possible. Why? Because if you find a new stakeholder latter, he or she will have some new requirements and you will have to re-plan your Project and that means that you will  have a new (usually LONGER) Schedule, you will need more Resources and more Money. So be very careful when you are discovering who are the stakeholders for your project.

Now I will show you how to import the task list from MS EXCEL.

1. Open your project plan in which you want to import your task list (our Wedding Project)


2. Now click on the File Tab, then New, and then New From Excel Workbook:


3. Find your xlsx file and click open:


4. You will get the Import wizard and click Next:


5. Choose New Map and click Next:


6.Choose Append the data to the active project and click Next:


7. Because I want only to import tasks from my excel choose Tasks and click Next:


8. Finally I can choose which fields do I want to import. I will import all of them so I will    just click on the Finish:


When I look at the Gant chart I will have all my tasks from excel file:


As you can see those task are in Manually scheduled mode because I said so (in my set-up). If I had set up for New Tasks in Auto Scheduled mode I will get new tasks from excel with 1 day duration, and start and finish date same as a Project start date.

Is it all about Project Scope? Of course not! I will continue in my next post.


Best  regards from the Adriatic see!


About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
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