Construction Project Scope and Change Order Management

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Questions and Answers

In built environment projects, what serves as the project's 'North Star' or vision statement?

  • The business objective. (correct)
  • The original project contract.
  • The work breakdown structure (WBS).
  • The project's risk management plan.

What percentage of executives agreed that a lack of clearly defined objectives and milestones was the primary cause of failure for organizational strategies and goals?

  • 81%
  • 63%
  • 17%
  • 37% (correct)

Which statement best describes 'business goals' in the context of project management?

  • Statements of desired achievement or destination without specifying the 'how'. (correct)
  • Detailed plans outlining how to achieve specific outcomes with allocated resources.
  • Clear outcomes an organization aims to achieve by a certain date, utilizing a finite number of resources.
  • The processes required to ensure the project includes all the work required.

What is the first step for professionals to take regarding change in built environment projects?

<p>Recognizing that change will be encountered. (C)</p> Signup and view all the answers

What should project teams and professionals focus on delivering instead of focusing on designs alone?

<p>The Project's performance outcomes with supported design. (A)</p> Signup and view all the answers

What is the purpose of the Basic Logic Model tool?

<p>To support deep dive analysis of business objectives and project performance outcomes. (A)</p> Signup and view all the answers

Which of the following steps is NOT part of the Basic Logic Model?

<p>Marketing (A)</p> Signup and view all the answers

In the context of the SMART approach, what aspect does 'Specific' primarily target?

<p>A specific area for improvement or end result. (B)</p> Signup and view all the answers

Within the SMART framework, what key question helps define the 'Measurable' component?

<p>How does this project meet customer expectations? (B)</p> Signup and view all the answers

According to the content, all of the following are questions to support professionals for the "Limited" component of the CLEAR framework EXCEPT:

<p>Who are the project stakeholders? (D)</p> Signup and view all the answers

In the CLEAR framework, what does the 'Refinable' aspect address?

<p>The process for dealing with project goal changes. (B)</p> Signup and view all the answers

In the context of scope management, what does 'scope of services' primarily refer to?

<p>The activities or tasks to be delivered. (C)</p> Signup and view all the answers

What negative impact results from projects with insufficient Front-End Planning (FEP)?

<p>Negative results, rework and rescoping. (C)</p> Signup and view all the answers

What is the typical goal at detailed scoping phase of Front-End Planning (FEP)?

<p>To finalize and make permanent the client's goals and objectives (B)</p> Signup and view all the answers

According to analysis by World Commerce and Contracting, what was ranked first as the most frequent source of claims?

<p>The lack of clear scope and goals. (A)</p> Signup and view all the answers

What does the blue line in the MacLeamy curve represent?

<p>Alternative integrated project delivery (IPD) method. (C)</p> Signup and view all the answers

When is it vital that the WBS and WBS dictionary be updated?

<p>If there are any changes approved on the project. (A)</p> Signup and view all the answers

What should a well-developed WBS dictionary contain?

<p>Technical Documentation. (C)</p> Signup and view all the answers

In considering stakeholder importance to project scope, what is addressed by tools such as the power matrix, stakeholder analysis matrix, and stakeholder engagement matrix?

<p>Stakeholder risks. (A)</p> Signup and view all the answers

A project team is considering a change that will enhance user experience but slightly increase project complexity. What should guide their decision?

<p>Evaluating the change against project objectives and performance outcomes. (C)</p> Signup and view all the answers

What is the primary function of business objectives in built environment projects?

<p>To serve as a high-level vision, ensuring alignment from project outset to completion. (D)</p> Signup and view all the answers

In the context of project management, what is the key difference between business goals and business objectives?

<p>Business goals are statements of desired achievement; business objectives are clear outcomes achieved by a specific date. (C)</p> Signup and view all the answers

Which of the following is the MOST important reason for project professionals to consolidate project objectives and outcomes?

<p>To ensure all project teams work toward a common goal. (B)</p> Signup and view all the answers

What is the purpose of project performance outcomes?

<p>To define specific, measurable statements indicating when goals are reached. (C)</p> Signup and view all the answers

What is the MOST effective application of Good Outcome Statements?

<p>To define specific changes in knowledge, skills, and behaviors expected from the project. (B)</p> Signup and view all the answers

What is the primary purpose of using a Basic Logic Model in project planning?

<p>To analyze business objectives and project performance outcomes. (D)</p> Signup and view all the answers

Which of the following best describes the 'Activities' component of a Basic Logic Model?

<p>The high-level tasks that must be executed to deliver the project. (B)</p> Signup and view all the answers

Which question is MOST relevant when considering the 'Specific' component of the SMART approach?

<p>What does the project have to accomplish? (A)</p> Signup and view all the answers

What consideration should be prioritized when applying the 'Achievable' component of the SMART framework?

<p>Whether the project goals are attainable given existing constraints. (A)</p> Signup and view all the answers

In the CLEAR framework, what aspect emphasizes the adaptability of project goals to changing circumstances?

<p>Refinable (C)</p> Signup and view all the answers

What central question does the 'Limited' component of the CLEAR framework primarily address?

<p>What is not required for the project? (D)</p> Signup and view all the answers

What is the MOST accurate description of 'scope' in built environment projects?

<p>A holistic, end-to-end view of all activities and tasks required to deliver the project. (A)</p> Signup and view all the answers

According to best practices, during which project phase should detailed scope be developed?

<p>During the front-end planning phase. (A)</p> Signup and view all the answers

What generally happens to the cost of changes as a project progresses, according to the MacLeamy curve?

<p>The cost of changes increases dramatically as the project progresses. (C)</p> Signup and view all the answers

What is a key benefit of early collaboration and information sharing in project planning?

<p>It maximizes the project team’s ability to make the best decisions. (B)</p> Signup and view all the answers

What tool can help stakeholders assess scope definition across a set of factors to save up to 20% of the cost and 39% on project schedules?

<p>The Project Definition Rating Index (PDRI) (C)</p> Signup and view all the answers

What is the primary goal of utilizing the Project Definition Rating Index (PDRI)?

<p>To assess scope definition across a set of factors. (A)</p> Signup and view all the answers

Which project phase typically benefits the MOST from improved scope definition as measured by the PDRI?

<p>Front-End Planning (FEP) (A)</p> Signup and view all the answers

Which of the following project characteristics is MOST indicative of the need to use the PDRI MATRS tool?

<p>Projects that have a high degree of front-end engineering design (FEED). (D)</p> Signup and view all the answers

Which type of project is best suited for using the original PDRI tool rather than a modified version?

<p>An industrial project undergoing a major upgrade (B)</p> Signup and view all the answers

Which component is included as a key metric for industrial projects when using PDRI MATRS tool?

<p>The level of FEED accuracy (A)</p> Signup and view all the answers

What differentiates the PDRI for Small Industrial Projects from other PDRI tools?

<p>It incorporates project complexity as a key consideration. (D)</p> Signup and view all the answers

After conducting a PDRI assessment, what is the next critical step?

<p>Revising the project scope. (B)</p> Signup and view all the answers

Which of the following actions would be taken prior to scoring elements of a project during a PDRI workshop session?

<p>Read the element description. (A)</p> Signup and view all the answers

Which of the following is NOT a work breakdown structure (WBS) characteristic?

<p>Contains clear objectives and goals. (C)</p> Signup and view all the answers

What procedure helps project teams clarify project scope to minimize misinterpretations?

<p>Use clear and obvious language. (D)</p> Signup and view all the answers

Which of the following would provide the BIGGEST benefit to a Project Manager when using WBS?

<p>Tracking agreed scope of work. (B)</p> Signup and view all the answers

When creating a WBS, what does the 100% Rule state?

<p>The WBS must include 100% of ALL the work defined in the project scope. (A)</p> Signup and view all the answers

To reduce stakeholder risk regarding project scope, what is MOST important to do?

<p>Use a stakeholder engagement matrix. (B)</p> Signup and view all the answers

Why is it important to involve operational representatives of a building in the scope development process?

<p>To provide insight into the building’s future operational needs. (D)</p> Signup and view all the answers

How is incorporating all entities in the scope discovery and definition MOST likely to impact a project?

<p>It will lead to changes downstream. (D)</p> Signup and view all the answers

What key action was recommended in the Denver International Airport to minimize scope and design changes moving forward?

<p>Involve end users early in the project planning process. (D)</p> Signup and view all the answers

What will most likely result from the lack of a change clause, for both contracts and owner entities?

<p>The owner could be overcharged for changes. (C)</p> Signup and view all the answers

On a built environment project, if the contractor begins changing parts of a building despite lack of documentation, the contractor is responsible for following the contract and:

<p>Correctly classifying change efforts. (C)</p> Signup and view all the answers

Select a statement about Change Orders in built projects that are true:

<p>Can stem from a variety of sources, often both controllable and uncontrollable. (A)</p> Signup and view all the answers

A project is in progress and the owner verbally requests a change. What is MOST important for the contractor to do?

<p>Follow up with a written change order as well. (A)</p> Signup and view all the answers

According to the content, what should built environment contracts have to deal with the issue of change orders (choose best answer)?

<p>Promote communcation and transparency. (B)</p> Signup and view all the answers

What characterizes 'scope creep'?

<p>Small, undocumented changes that increase the project's scope (C)</p> Signup and view all the answers

What is a crucial difference between a directive change order and a constructive change order?

<p>Directive change orders are initiated by the owner, while constructive change orders are the result of unforeseen circumstances or inactions by the owner. (C)</p> Signup and view all the answers

During which project phase is the change order management process ideally developed and communicated?

<p>Front-end planning (FEP) phase (D)</p> Signup and view all the answers

What is the PRIMARY aim of employing a standardized template for Potential Change Orders (PCOs)?

<p>To help in monitoring and organizing them so that they are consistent. (D)</p> Signup and view all the answers

In the context of reducing scope creep, how do robust requirements gathering and scope definition influence downstream project phases?

<p>They reduce the likelihood of scope changes and creep in the execution and handover phases. (B)</p> Signup and view all the answers

How can technology, like virtual reality (VR) and augmented reality (AR), aid in managing scope in built environment projects?

<p>By providing immersive visualization of the project early on (A)</p> Signup and view all the answers

If a deviation from the original project plan is required, what considerations are components of "Time and Materials" order?

<p>Tracking time and materials, followed by an analysis of project deliverables (A)</p> Signup and view all the answers

What does it signify when project stakeholders show a 'lack of accountability' regarding key project decisions?

<p>Lack of clearly defined scope governance (C)</p> Signup and view all the answers

In Value Engineering (VE), what results does performing a functional analysis have?

<p>Teams focus on the function, helping to minimize bias of predetermined solutions. (A)</p> Signup and view all the answers

What action BEST exemplifies how project managers can apply early, proactive scope management?

<p>Incorporating lessons learned in future projects (A)</p> Signup and view all the answers

How are 'Value Engineering' and 'Target Value Delivery' related?

<p>VE complements TVD and is leveraged throughout the design process in TVD. (A)</p> Signup and view all the answers

What is the initial step a project team must take when using A3 problem-solving to evaluate a potential change order?

<p>Describe the background of the problem (C)</p> Signup and view all the answers

What does data analytics provide to decision-makers when assessing new projects?

<p>Informed insights to reduce the projects risk of failure (D)</p> Signup and view all the answers

What outcome results from poor labor and resources on the project to complete milestones.

<p>It reduces the probability of project delivering success. (D)</p> Signup and view all the answers

In what ways does a well-structured WBS (Work Breakdown Structure) support effective project performance?

<p>By enabling cost estimates and clear task assignments (D)</p> Signup and view all the answers

What is common factor between the cost of the change and change order?

<p>Both containers are the same. (C)</p> Signup and view all the answers

What is the MOST effective method for increasing team ownership?

<p>Each team member will be on the same page. (D)</p> Signup and view all the answers

How can projects manage changes to scope during various stages such as design and construction?

<p>Having a change clause. (C)</p> Signup and view all the answers

Which circumstance represents 'gold plating' in project management?

<p>Offering functions that were not requested. (A)</p> Signup and view all the answers

How would a contractor price a scope of work that cannot be easily quantified at a set cost?

<p>Time and Materials. (D)</p> Signup and view all the answers

Early in projects, when should there be a stakeholder analysis performed?

<p>At the start (D)</p> Signup and view all the answers

What is the purpose of project scoping in project management, particularly in built environment projects?

<p>To clearly define project boundaries by specifying inclusions and exclusions of deliverables. (B)</p> Signup and view all the answers

What critical factor should project teams consider when changes are encountered during built environment projects?

<p>Evaluating changes without bias against project outcomes and objectives. (B)</p> Signup and view all the answers

When forming business objectives utilizing either the SMART or CLEAR methodologies, what should professionals spend adequate time thinking about?

<p>The project's value and how it will be evaluated. (A)</p> Signup and view all the answers

What is a key aspect of clear and transparent project objectives and performance outcomes?

<p>They create mutual trust among the project stakeholders. (A)</p> Signup and view all the answers

What action are construction project managers encouraged to take when high-level goals are converted into tangible objectives?

<p>Employ the S.M.A.R.T. technique. (D)</p> Signup and view all the answers

When using the CLEAR framework, what should be considered when defining the goals for a project?

<p>Collaboration across the project team to pool resources and expertise. (B)</p> Signup and view all the answers

What characteristic defines the 'limited' component within the CLEAR framework in project management?

<p>Clearly marking project boundaries by focusing on what is not required. (C)</p> Signup and view all the answers

Which factor significantly contributes to the likelihood of project success in terms of time, budget, and change?

<p>Complete planning and extent of scope definition. (B)</p> Signup and view all the answers

Why is Front-End Planning (FEP) so important for construction projects?

<p>It can save costs up to 20% and project schedules up to 39%. (B)</p> Signup and view all the answers

Which of the following statements reflects the goal of the detailed scoping phase in Front-End Planning (FEP)?

<p>To solidify client's goals and objectives and formalize an in-depth scope definition. (B)</p> Signup and view all the answers

According to World Commerce and Contracting's analysis, what was the most commonly reported source of claims?

<p>Ambiguous project goals and scope. (B)</p> Signup and view all the answers

What does the green line represent in the MacLeamy curve?

<p>Project's/stakeholder's ability to impact cost, schedule, and scope as the project progresses. (D)</p> Signup and view all the answers

What measure maximizes project team's decision-making aptitude in the early stages of a project?

<p>Incorporates general contractors, subcontractors, and operational representatives early. (A)</p> Signup and view all the answers

What is the Construction Industry Institute's (CII) Project Definition Rating Index (PDRI) tool intended to help stakeholders do on projects?

<p>Assess scope definition across different factors. (A)</p> Signup and view all the answers

What outcome is most likely to stem from using the Project Definition Rating Index (PDRI) tool?

<p>Quantifying, assessing, and rating project's scope definition. (A)</p> Signup and view all the answers

Which project phase allows for the greatest use of the PDRI?

<p>Front-end planning phase. (D)</p> Signup and view all the answers

In general, what does the PDRI MATRS (Maturity and Accuracy Total Rating System) tool evaluate?

<p>The maturity and accuracy of front-end engineering design (FEED). (A)</p> Signup and view all the answers

How does the FEED component measure the maturity of engineering develoopment of a project or deliverables serve as?

<p>The degree of completeness of the deliverables to serve as the basis for detailed design. (D)</p> Signup and view all the answers

Following a PDRI assessment, what subsequent action should be taken to maximize its value and promote scope maturity?

<p>Create an action plan to take corrective actions on things that demand improvement. (C)</p> Signup and view all the answers

Before teams begin to value elements of a project while at a PDRI shop session, which measure is taken?

<p>Clearly define and discuss each element included in the tool. (D)</p> Signup and view all the answers

What is the role of Work Breakdown Structure (WBS) Dictionary?

<p>Detail the all-encompassing scope of each work breakdown package. (D)</p> Signup and view all the answers

What main components should be detailed through a Scope of Work doucment to increase probability of success?

<p>Resources, expertise, and capacity to its completion. (B)</p> Signup and view all the answers

To guarantee an effective use of the 100% Rule to achieve more optimized completion during the project development, what must the WBS include?

<p>The WBS should capture all project deliverables internal, external, and interim. (B)</p> Signup and view all the answers

Why is it important to define project's scope in the early stages?

<p>To give the best chance of meeting all stakeholder needs. (B)</p> Signup and view all the answers

To minimize scope and design changes at the Denver International Airport(DIA), what key measure must have been adopted prior to ensure all stakeholders were committed moving forward?

Signup and view all the answers

What is the MOST accurate reason for emphasizing communication of project objectives and outcomes among all stakeholders?

<p>To promote a shared understanding and unified effort towards project goals. (C)</p> Signup and view all the answers

When should professionals consider the potential constraints and risks to project delivery stakeholders might face?

<p>Early in the project during the achievable component review. (C)</p> Signup and view all the answers

What characterizes the initial phase of Front-End Planning (FEP)?

<p>Conducting a detailed feasibility study to determine project viability. (A)</p> Signup and view all the answers

What implication results from an increase in cost of change as projects progress?

<p>The need for more early collaboration. (C)</p> Signup and view all the answers

After a Construction Industry Institute (CII) Project Definition Rating Index (PDRI) workshop, what is the MOST important step for a project team to undertake?

<p>Developing mitigation action items to address identified gaps. (C)</p> Signup and view all the answers

What is implied by a Work Breakdown Structure (WBS) that does not adhere to the 100% Rule?

<p>The WBS may not include all necessary deliverables. (C)</p> Signup and view all the answers

When should operational representatives' participation occur? (Choose the BEST answer.)

<p>During the scope development process. (C)</p> Signup and view all the answers

What is the contractor's responsibility if verbal requests for changes lack documentation?

<p>Document the request and follow the standardized change order process. (A)</p> Signup and view all the answers

What distinguishes a constructive change order from other types of change orders?

<p>It necessitates a project scope modification stemming from non-owner actions. (A)</p> Signup and view all the answers

What is the PRIMARY goal of standardizing Potential Change Order (PCO) templates?

<p>Streamlining processing and improving consistency. (A)</p> Signup and view all the answers

How do robust requirements gathering and scope definition impact later project stages?

<p>They minimize scope creep and reduce downstream issues. (C)</p> Signup and view all the answers

What aspect of functional analysis is MOST crucial in Value Engineering (VE)?

<p>Identifying essential functions. (A)</p> Signup and view all the answers

To drive early, proactive scope management for a construction project, what action can a project manager do?

<p>Begin front end planning (FEP). (B)</p> Signup and view all the answers

The design firm on a railway project used design to be more flexible after the design came back above budget. What technique made their design more flexible

<p>Value engineering. (B)</p> Signup and view all the answers

During project planning, what measure provides for the most effective insights?

<p>Having a clear and concise scope. (B)</p> Signup and view all the answers

According to PMI, what must construction teams perform in order to lower bad outcomes from the project and help the WBS?

<p>A WBS dictionary must be updated with enough detail. (D)</p> Signup and view all the answers

In a construction site, what must always be defined to help with clarity and precision

<p>Solidify, Objectives and Deliverables. (D)</p> Signup and view all the answers

To limit issues in the design process during a construction project, what should be delivered when thinking about technology for the project?

<p>Computer-aided design (CAD) for building models. (B)</p> Signup and view all the answers

With the explosion of construction technology, in which area are technology solutions helping projects become more efficient?

<p>Supports the communication. (D)</p> Signup and view all the answers

What two elements do WBS' identify to project resources such as the owner, client, or contracting agents?

<p>Create deliverable milestones and elements. (C)</p> Signup and view all the answers

What is the result of communication challenges and bad decisions, on a project where requirements are changing?

<p>Often leads to project failure. (A)</p> Signup and view all the answers

According to PMI, what element is needed by smaller firms to better their project performance?

<p>A well defined scope of work. (B)</p> Signup and view all the answers

A design team adds a gold-plated functionality. As a result, requirements were sacrificed. What element was sacrificed and what was an impact

<p>Quality impact is that it failed to achieve its primary goal. (C)</p> Signup and view all the answers

Which approach is used for each element in FEP to help team understanding for each element?

<p>The descriptions. (C)</p> Signup and view all the answers

During initial stages of projects, which resources or work should be made clear so as to clarify requirements for project efforts?

<p>Design and requirements for high-level tasks. (A)</p> Signup and view all the answers

What is the MOST accurate reason for communicating project objectives and outcomes to all project stakeholders?

<p>To align everyone toward a unified goal and shared expectations (B)</p> Signup and view all the answers

During which project phase should an in-depth scope definition be formalized, according to best practices?

<p>Front-end planning (FEP) phase (C)</p> Signup and view all the answers

According to the Construction Industry Institute (CII), what impact does effective Front-End Planning (FEP) have on project costs and schedules?

<p>Saves up to 20% on cost and 39% on project schedules. (C)</p> Signup and view all the answers

What factor is primarily analyzed when using the 'FAST' (function analysis system technique) approach.

<p>Illustrating how each solution meets the demands of the project. (B)</p> Signup and view all the answers

How is a Value Engineering (VE) team related to Value Analysis?

<p>Value analysis measures and improves steps in the Value Engineering process. (A)</p> Signup and view all the answers

What does FEED maturity measure when utilizing the PDRI MATRS tool?

<p>The degree of completeness of engineering deliverables as a basis for detailed design. (B)</p> Signup and view all the answers

What results from failing to meet the project cost objectives when designing on a project?

<p>A design can be tweaked to become more flexible after going far above budget. (C)</p> Signup and view all the answers

If a contract team identifies key project stakeholders, what can the leader then do to positively impact scope and requirements?

<p>Engage in stakeholder analysis, emphasizing operational requirements. (D)</p> Signup and view all the answers

Which situation is more likely to indicate increased project success rates related to time, budget, or limited waste?

<p>Clear planning for all teams from the initial stages. (D)</p> Signup and view all the answers

What conditions are often present on difficult projects where requirements continue to shift throughout all project efforts?

<p>Communication barriers and poor decisions (A)</p> Signup and view all the answers

According to the content, all parties must first complete what step to create an effective baseline of the project when using the WBS?

<p>Receive approval and signed agreement of stakeholders on the work. (D)</p> Signup and view all the answers

What is a common way to handle cost increases while also determining if a project is even worth doing and also staying close to business need?

<p>To perform value engineering. (C)</p> Signup and view all the answers

What is the key element in order for all parties to follow an agreed upon construction plan?

<p>All parties and members review each project activity and element before starting. (A)</p> Signup and view all the answers

To reduce likelihood of issues during the design process of a project when thinking about utilizing tech, what should be produced?

<p>Requirements and needs. (C)</p> Signup and view all the answers

What is the MOST important outcome resulting from the lack of upfront planning and clear goals?

<p>Rework or rescoping. (A)</p> Signup and view all the answers

Ideally, when does scoping occur in relation to the project vision, goals, and plans?

<p>After the vision and goals are determined, and before the project plans are developed. (B)</p> Signup and view all the answers

What is the BEST solution when a contractor changes parts of a building without documentation?

<p>Stop work and seek immediate clarification from the contract documents. (B)</p> Signup and view all the answers

What is indicated by a Work Breakdown Structure (WBS) that successfully adheres to the 100% Rule identified by the project team?

<p>All deliverables have been captured. (A)</p> Signup and view all the answers

What is the effect the Cost and Benefit to the project from proactive scope management at early project stages?

<p>Provides for the most effective insight. (C)</p> Signup and view all the answers

What is an objective or key reason to communicate with project staff regarding project elements and needs?

<p>To help projects succeed regarding budget, and create a successful design. (B)</p> Signup and view all the answers

Flashcards

Scope Management

Ensuring the project includes all and only the work required for successful completion.

Change Orders

Work added or removed from the original, agreed-upon scope.

Change Order Management

A team effort to effectively manage changes raised in projects.

Business Objectives

Clear outcomes an organization aims to achieve by a certain date, using finite resources.

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Business Goals

Statements of desired achievement or destination.

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Performance Outcomes

Characteristics linked to business objectives, the project must deliver to drive value.

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Logic Model

A graphic representation displaying project components, inputs, activities and goals.

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SMART Approach

Specific, Measurable, Achievable, Relevant, Time-bound methodology to define tangible objectives

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CLEAR Goals

Collaborative, Limited, Emotional, Appreciable, and Refinable framework for business goals

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Scope (built environment)

Holistic view of all activities/tasks to be executed to deliver the project.

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Scope of Services

Tailored to specific project entity, detailing required deliverables.

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Front-End Planning importance

Develop detailed scope during front-end planning (FEP) .

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Most Frequent Source of Claims

Lack of clear scope and goals.

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Integrated Project Delivery (IPD)

Holistic planning approach by integrating team, scope and designs.

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PDRI Tool

Scoring tool to help stakeholders assess scope definition.

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When to use SMART/CLEAR

To assess scope on projects.

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Scope Baseline

Scope statement, work breakdown structure (WBS), WBS dictionary, change management process

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Work Breakdown Structure (WBS)

Hierarchical decomposition of project's scope into manageable work packages.

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WBS: Key rule

Each level of the WBS should equal that of its parent unit/work.

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WBS: Definable

Work packages must be clearly defined, use concise language and understandable.

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Defined scope

Scope clarity, reducing rework/ change, so reducing disputes.

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WBS: Focus

Includes 100% of work defined in the scope of the projects.

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Engaging/Getting buy-in and feedback

Using communication tools .

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Who must have buy-in?

Increasing number of influential stakeholders, depending on project type.

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Project Changes Key Notes

Evaluate project changes against project performance outcomes.

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Scope Change

Changes to agreed-upon objectives/scope, impacting schedule and/or budget.

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Scope Creep

Adding features/functionality without addressing effects on time/cost/resources, or approval.

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Power interest Matrix

Key to assess stakeholders on project’s Scope goals, beliefs.

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WBS & Dictionary Help Team

A tool with steps to take and assess.

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Requirements & Scope - well defined result?

Robust gather process + clear. Reduce the burden as a project is underway.

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All changes have it, this is?

What has agreed-to.

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Scope change- what is?

Is agreed to by all parties with changes to project, schedule or budget.

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Scope Creep - what is?

Is an incremental party without the agreed upon.

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Effective Stakeholders Impact

It key internal project stakeholders, from start and all through.

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What do document and audit before

What to track them before the implementation.

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Change Order

An update, modification, or deletion of items included in a contract.

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Directive Change order

Requested from the owner to contractor, is a Change order?

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Constructive change orders

What occurs because some event that requires the contractor to modify the scope for the built projects.?

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If change is easily quantifiable.

If Change is easy it is?

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With Time Material a goal is?

The owner pays.

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Change orders?

All stakeholders take responsibility and move time as well as budget.

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Why are Due process and time lines details?

To ensure the quick time projects all all here 9as well.

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Project Management System Underpin

A change that helps all understand the data that helps.

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BIM

3-D vision tools that help scope out the plan so easy to do with these.

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AR and VR are.

What allows all to get the same view with vision?

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How to be very successful all by tools with?

All the facts to what to to use of and all by?

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Business goals characteristic

Statements of desired achievement, the catalyst for projects

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Performance outcomes definition

Links business goal to project execution with desired project results.

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Work breakdown structure

Detailed, multi-level framework showing all required project work logically.

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Agile decision making goal

Easy-to-use method to track a build team to help each member see progress.

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Basic logic Model

Tool identifying and describing key parts of the project of the tool.

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Impact of key stakeholder

Stakeholder commitment and inclusion in early scope processes.

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Avoid Scope Creep Downstream

Incomplete requirements gathering upstream causing downstream issues.

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Project variables early

Influence project through process and people early.

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Objective benefit

The standard for effective projects. Performance and standards of quality.

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Technology for Data

All is made here in to one project, stakeholders, goals, data into success.

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The Scopes of work

An overview of the project overview that is easy to all understand is?

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All set prices for change?

A type of change order where rates are set for costs.

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To know for good?

What all is known in order to understand better what is all over?

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Why are teams together?

The easy way to have a better vision for scope plan all out together to?

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Study Notes

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- The guidebook aims to provide context to the eLearning course on Construction Scope and Change Order Management. - It targets built environment professionals (5-15 years of experience) seeking specialized project management techniques. - It is part of a series aiming toward the PMI Construction Professional (PMI-CP)â„¢ certification.

Course Structure

  • The course comprises six parts: business objectives, clear scope, evaluation tools, scope management, change orders, and technology.
  • Reviewing further reading and downloadable materials (templates, documents) enhances the course.

Scope Management

  • Scope management includes processes to ensure the project encompasses all and only the required work.
  • Project scoping delineates project boundaries, defining inclusions and exclusions, forming a basis for timelines, budget, resources, risk analysis, and quality measurement.

Change Order Management

  • Change orders involve additions to or removals from the original work scope.
  • The initially agreed-upon scope is formalized in a contract signed by all parties.
  • Changes typically arise from owner/client needs or contracted party requirements due to unforeseen factors.
  • Change order management systematically manages project changes, and change is often inevitable with dynamics of built environment projects.
  • Prioritizing upfront planning and scoping is important to limit project change
  • All changes should be assessed impartially in accordance with change management protocols as change is not always bad.
  • Effective scope management integrates scope governance, mobilized resources, and design flexibility for a desired business and project outcome.

Business Objectives and Outcomes

  • Business objectives and project performance outcomes serve as fundamental elements across all projects regardless of industry.
  • The business objective is the project’s North Star, guiding entities from project outset to handover.
  • Projects might have several business objectives, leading to diverse performance results. Owner organizations are responsible for defining and documenting business objectives during front-end planning.
  • Business goals and objectives drive initial scope discussions, using problem-solving and opportunity. Assessment and consolidation of project objectives are therefore critical.
  • Effective communication to project stakeholders aids alignment toward reaching aims and goals.

Goals, Objectives and Outcome Definitions

  • Business goals: Statements to achieve a desired destination, acting as a business' high level target but do not encompass how to do achieve it
  • Business Objectives: Defined outcomes that can be achieved by a specific date utilizing given resources, detailing what steps are needed to achieve goals
  • According to PMI's Pulse of the Profession®, 37% of executives stated that the primary cause of failure for organization strategies was lack of clearly defined objectives and milestones

Project Objective Types

  • Business objectives are the primary drivers and prioritized highest
  • Financial Objectives directly relate to monetary value
  • Quality Objectives adhering to internal/external standards
  • Technical Objectives are related to different activities and efforts with technology
  • Performance Objectives related to facilities operations requirements
  • Compliance Objectives fulfilling standards set by governing bodies

Performance Outcomes

  • These clearly translate business objectives into performance outcomes, serving as the foundation of project scope
  • Characteristics must be delivered by a project to drive value for the owner
  • Outcome statements should be specific, measurable statements in knowledge, skills, and behaviors; also realistic

Project Scope Components

  • Project scope is based upon business goals, project objectives, and performance outcomes, highlighting definition as well as delivery.
  • Project scope details all activities for achievement of performance outcomes
  • Detailed designs are an important consideration that should link back to the projects performance outcomes rather than viewed as sacred. Project teams should focus on delivering the projects performance outcomes with supported designs.

Project Objectives and Performance Outcomes impact:

  • Trust: Creating mutual trust for all project entities and teams
  • Motivation: Clarity in what to expect throughout the project
  • Standards: Project objectives and performance outcomes are the basis for performance and quality
  • Scope foundation: Forms foundation of project scope statements and scope of work
  • Reporting: Used to track the project's progress through its cycle
  • Funding: Aligns with and helps deliver the business strategic goals to help secure funding

Basic Logic Model Tool.

  • Used for dive deep analysis of business objectives and project performance
  • Acts as catalyst to engage stakeholders especially owner organization
  • Depicts the project in consice and easy ways including the relationships and resources
  • Focuses on project objectives
  • Elicits early discussions on the project and thinking
  • Helps members understand the high level goals

SMART Approach

  • Specific - targets areas for improvement
  • Measurable - can the results be measured in terms of impacts (cost, time, etc.)
  • Achievable - project goals and objectives are achievable
  • Realistic - relevant to organization's wider strategy
  • Time Specific - a deadline must be put into place for completion

CLEAR Goals

  • Collaborative: pools resources that pool technical skills and experience in setting the project objectives that connect lessons learned
  • Limited: limiting goals in all scopes and durations, asking questions to help professionals for component
  • Emotional: tying goals to project members
  • Appreciable: break down objectives into small components to help motivation as the team tracks progress
  • Refinable: implement changes for outside project control

Areas of Project Change

  • All project potential changes should be evaluated against project objectives
  • Keeping 'big picture' in mind assessing apporving and rejecting changes
  • Determining if changes impact deliverables is crucial to reduce unwanted changes to the project scope

Examples of project failures

  • Failure to understand business goals leads to unmet client expectations, cost overruns, schedule overruns, and reworks
  • A railway construction project in the UK utilized value engineering to achieve core objective outcomes.
  • The design firm pivots and make designs more flexible by delivering on financial objectives

Conclusion of setting Goals

  • Professionals should have an in-depth understanding of related goals to help with SMART clear approaches for goal formulation and the two cases exemplify the importance of topic

Part 2 of this project

  • The importance of setting a clear define scope
  • Increasing stakeholder buy ins
  • The methods and tools required to work within scope

Setting Project Up With Clear Scope

  • The topic will include how objective and performance outcomes
  • Discuss of why steakholder buy in is imported and why it is so needed including scope composition
  • Tips for Scope construction on steak holders involvements

Context of Project Work

  • There's often pressure to reduce the amount of time spent on planning and planning
  • The level of planning and scope is directly connected ti project success

Scope Definition:

  • Scope encompasses all tasks required to deliver the project and includes:
    • Goals
    • Objectives
    • tasks roles
    • responsibilities milestones
    • time frame
    • technical specifications
    • regulatory requirements
  • Scope clearly delineates what the contract does and does it include to deliver

Scope of service:

  • details specific project entity
  • Deliverables entities are contractually obligated to

Vision

  • Goal vision drives the scope but the scope informs the plan

Why scopes are important

  • Scopes deliver and view of all activities and tests deliver projects comprehensively with forethought and vigorous front and planning
  • A project is more likely to fail

Poor Planning Include:

  • Changes
  • Project delays,
  • Budget overruns,
  • Project failure

Front End Planning

  • Best practices suggesting there is a requirement to develop detailed scopes for the project during the front and plane phases

FEP Benefits

  • Saving up to 20% cost
  • Saving up to 39% on project schedules

Bad FEP

  • Results can be negative
  • Often result in rework and rescoping

Proper FEP

  • Do not always succeed on delivering performance
  • However, projects with an effective FEP greatly improve

FEP Three Stages

  • Appraise
  • Select
  • Define

Impact of FEP

  • World Commerce contracts lack of clear scopes and goals was ranked firms on that list
  • Investing in FEP helps reduce costs and time
  • Can often result in project delays

The Macleamy Curve

  • The curve describes a relationship between efforts and effects
  • As time across the life cycle project increases
  • The green lines represent project stakeholders reduces ability to impact variables
  • The purple line highlights change as a result of going down the project lifecycle

Alternative Deliveries With IPD

  • MacLeamy in this piece
  • Design processes are pulled up into design of downstream

The Project Definition Rating Index Pdri Tool

  • Established research consist of quantitative stakeholders
  • Effective helps save and saves
  • Scoring the scope definition for a set for all scopes
  • Assess project
  • Define scope and results show positive relationship on cost and scores

Front End Plan Benefits

  • Reduction dispute and fronts planning
  • Forming a detailed project scope using the objective as input
  • Redesign changes ensure stakeholder and front end are known
  • Document minimally packed a project

Improv Material

  • Assess and analyz with contingently
  • Defined contract
  • Reduced impacted from external factors.
  • Improve operations to reduce probability with failures Increase productive for cast is better and management

Scopes of Baseline

  • Agree and signed off by project stakeholders
  • Cant change what to do project predetermined

The scope baseline contains the following

  • Project cope statement includes data the scope and deliverables some constrains
  • Work down structures scope splits more manageables to manage and controller
  • Hierarchs is broken and gets broken down to details
  • Work package this also contains support and reporting
  • Ws dictionary is to improve schedule budget

Scopes development

  • All project starts begin with visibility. pre
  • All scopes start from the owner organization, go objectives and required outcomes
  • Own organizations can the consulting to SOW a basis the SOW section is build
  • The scope work normally contains summary of executive outlining project overviews
  • Must have a structure

Other Sows Includes

  • teams and structure on
  • change management process and project schedule
  • cost estimate and sos for projects
  • reporting requirement
  • delivery messages and types contact and the operations
  • permitt requirements

The scope of services

includes

  • location location
  • data
  • process for measuring
  • requirements

Five types for defining the scope of work

  • Use clear obvious language
  • Break down the project
  • List clearer objects and deliverables
  • and visuals
  • Ensure sign off

the work breakdown structure

  • Helps the project team organized supplies scope

  • Resources and expertise is for its operation

  • Revisions to the result require rework

  • Is poorly construct through

  • Must be defined at at a 3 step stage like those

To Keep Notes in Mind

  • Must use concise languages
  • Each stage as design
  • Each part include some details
  • Integrate with other parts and measure quality.
  • Adaptable when used over

The One Hundred Percent Rule

  • all the projects in the project including the project
  • Must level all scopes to equal one

Work Down Structures Characteristics

  • must focus primarily on all objects
  • Ensured its been a projects
  • Express as Hierachaly
  • Contained all parents work

work Breakdown

is supplementary and helps for management and

  • the whole project includes all the broken projects

  • It then helps search and the directory

  • To learn better scope with biys make early at possible with the project

  • Avoid rework and the changes which lead for the poor projects

  • Project to all scope

Defining A Project to Stake Hider

  • Dependant project
  • Has a few parts
  • The Da prpject do not engage with End times
  • Must require all and

Conclusion

  • Scope baseline
  • Must be stakeholder by end users
  • Must used to set for deliverable
  • Must scope that has been
  • Has the right stakeholders
  • Has the write objectives

Six Points in mind

  • Helps from scope

Further Reading

  • PDF Download
  • Book search and Chapters
  • Journal paper

You'll learn in Part three:

  • Scope evaluations
  • Learn to to do so and implement with this tool

All About This section

  • Provide Construction Institute
  • The expertise of projects with expert levels to benefit improvement Pdri build envions

What's Important to use with PDRI

  • Improve the action project
  • Steak holder to understand projects.
  • The importance of Project
  • Project more to make
  • The to help and collaborate with entities

PDRI

  • Easy user for this tool
  • Identify and describe each
  • Capture mitigations action
  • At a point with deasines

intended to use Durning Front and Planning

  • Project is a feebillity is shown
  • What plans
    • That have had

Front and planning Allows Allows:

  • Few scopes change
  • Improve operation performance -
  • Alinement expectation Better indentifications of risk

For utility use of:

Each gate for data

  • Pdricols include for effective
  • Increase work and file -I am For to build help as you said
  • Use the best way

The key best thing for This tool

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. That standard with terminologies and with the industry Make the correct And risk is the best

Graphic Overview of this and make six score

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For future considerations

  • The proce is for working with each
  • Some team. memebers will take specific experiences with element with support Then and also be then be added to total the scores from here

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