Module 5: Vision/Scope Approved
Milestone
5
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At the end of this module, you will be able to
„
Achieve a shared vision
„
Understand how to set project scope using the
trade-off triangle
„
Identify the components of a vision/scope document
„
Know how to document each component
Upon completion of this module, you will be able to:
„

Describe how to achieve a shared vision for the project team.
„

Describe the scope and how to set it.
„

Describe how to set the vision/scope for the solution.
„

Understand the roles and responsibilities of each team member leading to
vision/scope approval.
„

„
A great project vision combines verbal and visual
information
„
Vision is bound by no preconceived limitations
„
The sustaining source of the vision is business
value
„
Vision guides shorter-range objectives (scope)
„

The most productive teams are ones in which all members feel they are
important and at the same time are committed to the mission of the team.
The mission starts with determining what the customer wants to accomplish,
and then committing to it.
„

Teams that produce great results have refined their capacity to clearly see
what they want to accomplish for their customer and know how to state it in
terms that motivate the whole team and the customer.
„

Developing a vision means seeing a pattern in the things and thoughts that
get the customer moving, assessing your resources, and then formulating
your ideas into words. Productive teams keep the visual element alive in the
ways they state their vision, often conveying it through images and
metaphors. An image can motivate just as powerfully as words.
„



When a team creates its own vision and agrees to that vision, it gains a sense
of ownership and accountability to fulfill that vision.
„

In achieving a shared vision, all team members agree to the vision and work
to attain that vision.
„

In coming to consensus on the vision at the beginning of the project, the
team focuses its efforts and increases its ability to remain on course and
avoid potential derailments.
„

A shared vision allows the team to identify the skill sets that are required for
the project and apply the appropriate resources.
„

A shared vision for a project or product can be a rallying point around
which a team identifies itself. When a team forms an identity, all members
strive to associate with a successful project.
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Discussion
„
What is the business problem?
„
How will the business change with the new
solution?
„

projects based on customer expectations
The scope defines which features the team must address first according to the
customer’s description of its needs. By applying the concept of versioned
releases, you move essential business requirements into the first release,
moving other features into future releases of the project as necessary.
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Resources
Features
Schedule
MSF Trade-off Triangle
Assess project
trade-offs
when setting
the scope
Setting the scope means that you balance the needs of a diverse set of end users
against each other and consider other priorities set down by management.
Several variables may impact the potential success of the project, including
costs, resources, schedule functionality, and reliability. The key is finding the
right balance between these variables. The trade-off triangle shows the three
most critical elements in setting the scope. The project trade-off matrix
described in the process model module is one tool you can use to identify,
manage, and control these priorities.
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„
Breaking long-term vision into
achievable chunks
„
Defining which features will be

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Lesson 2:
Envisioning Phase
Outline
The organization of the
process model envisioning
phase and the milestones
and deliverables that must be
achieved
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Vision/Scope Approved Milestone
Agreement on
„
Business
requirements
„
Vision and
scope
„
Solution
concept
„
Key deliverables
„
Risks
Release
Vision/Scope
Approved
Project Plan