Project Scoping and Validation for Successful Project Management

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SCOPE
VALIDATION
BRAD ELDRIDGE, KYTC
 
 
“The farther back you can look, the farther forward you are likely to see.”
-Winston Churchill
 
Project Scoping
 
Involves getting information to start a project, and
identifying the features the product would have in order
to meet its stakeholder’s requirements.
 
A series of project-focused activities that develop key
design parameters and other project requirements.
 
Pitfall of Inadequate Scope
 
Over come
negative impact of
scope creep and
scope changes
 
Benefits of Project Scoping
 
Statistical Evidence indicates that earlier and more
detailed scoping efforts can reduce total design and
construction cost by as much as 20% and shorten
total design and construction schedule by as much as
39%. 
   
(NCHRP Report 821- Effective
Project Scoping)
 
 
 
 
Steps to Validating Scope
 
Project Data
Gathering
 
Pre-Design Meeting
Draft
P&N
Projec
t
Scope
 
Project Data
 
Highway Information
View & Extract
Interface, HIVEi
Planning Studies/DNA
As-built/Record Plans
Traffic data
Crash data
Project Mapping
 
Right of Way
Preliminary Budget
Existing Geotechnical
Information
Utilities
Agency Coordination
Modal Considerations
 
Pre-Design Meeting
 
Draft Purpose and Need
Project Scope
Schedule and Milestones
Additional Resources
 
Additional Mapping
Environmental Overview
Traffic Forecasting
Public Involvement
 
Purpose and Need Statement
 
Is the first decision point of the shared decision process.
 
Provides the foundation and framework for determining which
alternatives will be considered and for selecting the preferred
alternative.
 
Contains factual and objective data and information on the statement
of the current conditions and why the project is being pursued.
 
 
Purpose and Need Handbook
 
 
Developing a Project Scope
 
Type of Project
Project Description
Draft Purpose and Need
Roadway Characteristics
Potential Options to
Consider
Utility Requirements
Design Criteria
 
Proposed Access Control
Possible Funding Types
Potential Environmental
Actions
Right of Way Requirements
Number of Drainage
Structures Anticipated
 
Results of Scope Validation
 
Draft purpose and need
General concept of what project should accomplish (and
will not)
Potential impacts and associated risks
Baseline scope of work, cost, and schedule
 
 
“BY FAILING TO PREPARE, YOU ARE PREPARING TO FAIL.”
   
    
-BENJAMIN FRANKLIN
 
 
Thank You
 
Slide Note

What is Scope Validation??-check point to verify what the project is suppose to accomplish. It is not necessarily alternates or a solution (scope of possible impacts). If this problem is fixed then the project is successful.

When????Providing some guidance to help bridge the gap between Planning and Preliminary Design. Overview-HDM 202 Pre-Design Activities and touch on key activities

Hopefully helpful to kick start a project and consultants may use this information/guidance when preparing proposals

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Project scoping involves gathering information, defining key design parameters, and identifying features to meet stakeholder requirements. Validating the project scope helps prevent scope creep and changes, leading to cost reduction and shorter schedules. Steps include resource determination, data gathering, and pre-design meetings to ensure a clear purpose and need statement. Utilizing statistical evidence, project scoping is crucial for effective project management.


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  1. SCOPE VALIDATION BRAD ELDRIDGE, KYTC The farther back you can look, the farther forward you are likely to see. -Winston Churchill

  2. Project Scoping Involves getting information to start a project, and identifying the features the product would have in order to meet its stakeholder s requirements. A series of project-focused activities that develop key design parameters and other project requirements.

  3. Pitfall of Inadequate Scope Over come negative impact of scope creep and scope changes

  4. Benefits of Project Scoping Statistical Evidence indicates that earlier and more detailed scoping efforts can reduce total design and construction cost by as much as 20% and shorten total design and construction schedule by as much as 39%. (NCHRP Report 821- Effective Project Scoping)

  5. Steps to Validating Scope Sche d. & Est. Scop e Resource Determinat ion Project Data Gathering Pre-Design Meeting Purpose Specific Data of Needs Data Gathering PROJECT INITIATION Draft P&N Projec t Scope

  6. Project Data Highway Information View & Extract Interface, HIVEi Right of Way Preliminary Budget Existing Geotechnical Information Planning Studies/DNA As-built/Record Plans Utilities Traffic data Agency Coordination Crash data Modal Considerations Project Mapping

  7. Pre-Design Meeting Draft Purpose and Need Additional Mapping Project Scope Environmental Overview Schedule and Milestones Traffic Forecasting Additional Resources Public Involvement

  8. Purpose and Need Statement Is the first decision point of the shared decision process. Provides the foundation and framework for determining which alternatives will be considered and for selecting the preferred alternative. Contains factual and objective data and information on the statement of the current conditions and why the project is being pursued.

  9. Purpose and Need Handbook

  10. Developing a Project Scope Type of Project Proposed Access Control Project Description Possible Funding Types Draft Purpose and Need Potential Environmental Actions Roadway Characteristics Right of Way Requirements Potential Options to Consider Number of Drainage Structures Anticipated Utility Requirements Design Criteria

  11. Results of Scope Validation Draft purpose and need General concept of what project should accomplish (and will not) Potential impacts and associated risks Baseline scope of work, cost, and schedule

  12. BY FAILING TO PREPARE, YOU ARE PREPARING TO FAIL. -BENJAMIN FRANKLIN

  13. Thank You

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