Thursday, June 7, 2012

Analyzing Scope Creep

Analyzing Scope Creep

Creeping Paint

This week I am considering a project that was affected by scope creep. One that came to mind was a project that took place 3 years ago. The project was to paint the half-bath in the hallway. The initial plans called for a simple repaint (color to be chosen by my wife). The budget was created to allow for purchasing paint and supplies. As I was the labor, there were no actual labor charges incurred.


The Paint Project Begins to Creep

As I began the project it occurred to me that the mirror behind the vanity was set too low. Unfortunately, in order to raise the mirror I would have to change the location of the lights located above it. While I was at it… we decided to go ahead and change the vanity and mirror and light fixture. This added substantial cost and time to the original project. It was also decided that the room really needed crown molding to give it a finished look and the base molding seemed to be too small when considered in light of the crown molding. So, the crown molding was put in place and the existing base molding was removed and replaced with a larger molding. Additionally, the toilet was replaced with a taller and more efficient unit. Eventually, the entire room was stripped down to nothing but walls. This made the painting part exceptionally easy until …..

The color did not work. The color that was chosen, while a very nice color, was just too dark for a room without windows. I tried to paint stripes hoping to lighten up the darkness. What happened instead was the distinct and rather unpleasant feeling of being in a jail cell. By now I had 2 coats of paint on the ceiling, 2 coats of primer on the walls, 2 coats of wall paint, and 3 coats of paint on the stripes. The decision was made to change the color (to a much lighter color). This now involved several hours of sanding the stripes (to make the edges flush with the wall), 2 additional coats of primer (to cover the dark color), and 2 additional coats of the new color.

All of these changes resulted in substantial delay and additional costs not originally anticipated for the project. According to Lynch and Roecker, “There is a constant tension between the desire to add functionality and the requirement to control time and resources while maintaining quality” (Lynch & Roecker, 2007, p. 95). This was a good example of adding functionality (changing to a color and fixtures that were appropriate) and maintaining quality. The time and budget functions had the largest impact due to the change of the scope on this project. Fortunately, I was both the client and the company so these changes were understood. Everything worked out very well in the end and the room looks nice.


The Stakeholders

In this project, my family was the stakeholders. The primary stakeholders were my wife and I as we had investment in the outcome of the project. In order to deal with the additional expenditures we shopped very carefully and found the items at discounted prices. Additionally, we communicated well with each other regarding our expectations and decided it was better to go ahead and spend the extra to finish the project with a high level of quality as opposed to doing the minimal work. There was some stress in that much of my “free” time was taken to complete the project as soon as possible. This meant I was not available to be as involved with my family for a short while.


Looking Back

Understanding scope creep as I now see it, I would have done several things differently to reduce the likelihood of its occurrence. At the top of the list would be a very clear statement of work. According to Portny, Mantel, Meredith, Shafer, Sutton, and Kramer, “A Statement of Work (often referred to as an SOW) is written confirmation of what a project will produce and the terms and conditions under which the project team will perform the work” (Portny, Mantel, Meredith, Shafer, Sutton, & Kramer, 2008, p. 42). Simply writing down the details of the project would have helped us to see more clearly the work to be done. Additionally, it would have provided an opportunity to discuss the possibility of incorporating major changes (new vanity, mirror, light fixture, etc…) before the work began. Additional communication as the project was in progress would have also been helpful. Rather than painting the entire room (only to discover the color just did not work), painting a wall would have given the client (my wife and I) a chance to see the product and suggest changes early in the process which, would have been less costly in terms of time and money.


Concluding Thoughts

Not all scope change is bad. In this situation, allowing the scope to change to include updating the vanity and fixtures added value and quality to the finished product. According to Greer, “scope changes can be beneficial when they allow the project team to respond sensibly to changing conditions that exist outside the project” (Greer, 2010, p. 35). Realizing the fixtures and vanity needed replacing was important because it allowed that room to be completely updated to a point where it will not be in need of anything (other than maintenance) for many years. A final consideration is the importance of scheduling tasks and being aware of the critical path. This is crucial to avoid time dealys and to reduce to possibility of some rework. Portny et.al, indicates, “Project managers must monitor critical-path activities closely during performance because any delays in critical-path activities will delay the final project completion” (Portny, et.al, 2008, p. 157).


-jeff


References:

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects! (Laureate custom ed.). Baltimore, MD: Laureate education, Inc.

Lynch, M., & Roecker, J. (2007). Chapter 5: Controllong the project. In M. Lynch, & J. Roecker, Project management e-learning: A handbook for successful design, delivery, and management (pp. 94-108). London: Rutledge. Copyright by Taylor & Francis Group, LLC. Reprinted by permission of Taylor & Francis Group, LLC via the Copyright Clearance Center.

Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. (2008). Project Management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

Friday, June 1, 2012

Estimating Costs and Allocating Resources

Estimating Costs
and Allocating Resources

This week I examined several resources to help a project manager when estimating costs and allocating resources. According to Greer, "Cost estimates are your best guess of the costs of the resources you will need to complete the project tasks" (Greer, 2010, p. 28). Greer (2010) goes on to indicate that the main costs of a project are usually related to labor. One of the excellent tools to closely examine schedules (which are closely tied to labor) is the Gantt chart. According to Portny, Mantel, Meredith, Shafer, Sutton, and Kramer, "A Gantt chart is a type of bar chart that displays project activities as bars measured against a horizontal timescale" (Portny, Mantel, Meredith, Shafer, Sutton, & Kramer, 2008, p. 183). Two of the resources I found this week are related to Gantt charts. The third resource has many suggestions and guidelines for estimations.


The Projects Web Site of the University of Edinburgh


This website contains much useful information regarding project and task estimation. Included in this information are several estimation techniques such as the three-point estimation where the project manager looks at the best-case estimate, the most likely estimate, in the worst-case estimate. These values are then placed into a formula to calculate a standard deviation to assist the project manager in determining the proper estimate. There is also a useful three-point estimation spreadsheet template and a worked example to serve as a guideline.


GanttProject


This website provides free project scheduling and management software. The software is open source, cross-platform, and free. Did I mention it's free? The software appears to be well thought out and includes capabilities to create Gantt charts, resource allocation load charts, and PERT charts. I have not spent much time with it but it does appear to be fairly user-friendly. Additionally, the information may be exported as a report in a PDF format that is both professional and easy to follow. The software also will import projects created in Microsoft Project© which could make it useful for their professional who wishes to share something created with that software with other people who do not have that software available. There is also a 15 minute tutorial on the site demonstrating the software.

YouTube©



My final resource regarding project estimation is an excellent tutorial located on YouTube. The tutorial explains how to create a Gantt chart using Microsoft Excel 2007. It is well done and easy to follow.

I hope you find these resources as useful and informative as I did.

– jeff


References:

GanttProject. (2003-2012). Retrieved May 31, 2012, from GanttProject: http://www.ganttproject.biz/

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects! (Laureate custom ed.). Baltimore, MD: Laureate Education, Inc.

Phillips, R. (n.d.). Making a Gantt Chart in Excel 2007. Retrieved May 31, 2012, from YouTube: http://www.youtube.com/watch?v=HQwE0Xv1lAA

Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. (2008). Project Management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

Projects: Estimation Guidelines and Templates. (2011, June 13). Retrieved May 31, 2012, from The University of Edinburgh: http://www.projects.ed.ac.uk/methodologies/Full_Software_Project_Template/EstimationGuidelines.shtml