Week 3 Assignment: Scope Document, WBS, and Preliminary Estimate Report
Grading Rubric
Topical
Content &
Focus (60%)
Failing
Below
Average
Average
Above Average
Superior
0 - 60 (F
range)
70 - 79 (C
range)
80 - 89 (B
range)
90 - 93 (Arange)
94 - 100 (A range)
Template
submitted is
either
incomplete or
do not address
the required
material in
each
respective
section. WBS
doesn’t
capture full
scope of
project in a
significant
fashion.
Preliminary
Estimate
Report does
not fully
address all
three
identified
areas is a
significant
manner.
Template
submitted is
mostly
complete, but
possibly lacks
a few key
details or
information
required for a
couple of
sections.
WBS captures
most, but not
all of scope in
a complete
fashion and
adjective /
noun format
is not
followed
throughout.
Preliminary
Estimate
Report most
addresses
required
areas, but
does either
not provide a
detailed
estimate for
Template
submitted is
complete
and
accurately
completed.
WBS
captures the
entire scope
of the
project, uses
the adjective
/ noun
format is
followed
throughout.
Preliminary
Estimate
Report
addresses
required
areas and is
formatted in
a
professional
manner.
Template
submitted is not
only completed
in an excellent
manner but also
show a deeper
analysis and
understanding of
the nuances of
the case through
the use of
evidence and
support from the
case study. The
WBS shows a
high degree of
maturity in the
content, format,
and detail
provided.
Preliminary Cost
Estimate Report
is very well
written and
provides
estimates in a
well organized
manner, and the
explanatory
material is
delivered in a
All assignments meet
the standards set forth
in the ‘Above Average’
column and show a
deep analysis of the
case study through
support from the case
study, and evidence
strong business
acumen and judgment
evidenced by being
contextually relevant
and linked to the
details of the case
study in a clear
manner.
each
component or
does not
provide
sufficient
explanatory
material as to
the method
selected.
Personal
Competencies
(15%)
•
•
•
Critical
thinking
Professiona
l Writing
Problem
Solving
Grammar
(10%)
contextually
mature manner
relative to the
case study.
Submission
reflects little
to no
applicable
personal
competencies
Submission
reflects a
minimal
applicable
personal
competencies
Submission
reflects both
applicable
personal
competencie
s in an
acceptable
manner
Submission
strongly reflects
applicable
personal
competencies
integrated
throughout the
assignment
Submission reflects an
excellent use of
applicable personal
competencies
integrated throughout
the paper in a way that
synthesizes the
personal competencies
Writing
contains
numerous
errors in
spelling,
grammar,
sentence
structure, etc.
that interfere
with
comprehensio
n. The reader
is unable to
understand
some of the
intended
meaning.
Frequent
errors in
spelling,
grammar,
sentence
structure,
and/or other
writing
conventions
that distract
the reader.
Minimal
errors in
spelling,
grammar,
sentence
structure
and/or other
writing
conventions
but the
reader is
able to
understand
what the
writer
meant.
All work
grammatically
correct with rare
misspellings.
All work
grammatically correct
with rare misspellings.
Clarity (10%)
Sentence
construction,
word choice,
lack of
transitions,
and/or
sequencing of
ideas makes
reading/unders
tanding
difficult. Style
and/or format
are
inappropriate
for the
assignment.
Sentence
construction
and word
choice
interferes with
clarity.
Transitions
between
paragraphs
may be
choppy and
difficult to
follow.
Minor
sentence
construction
and word
choice issues
sometime
interfere
with clarity.
Transitions
between
paragraphs
are generally
easy to
follow.
Appropriate
conventions
of style and
format are
used
consistently.
Formatting
(5%)
Multiple
errors in
formatting and
document is
not formatted
in a manner
consistent
with the
template
provided.
A few errors
in formatting
and
presentation
of material is
mostly
consistent
with the
template
provided. Or
assignment
instructions
are left in
submission.
Rare errors
Virtually no
in formatting errors in
and
formatting.
formatting is
consistent
through the
submission
and in
alignment
with the
template.
NOTE: Gross
failure to
provide
PROPER
citations and
references –
particularly
with regard to
direct quotes –
will result in
sanctions as
outlined in the
academic
honesty policy.
Expresses ideas
and opinions
clearly and
concisely in a
manner
appropriate to
the assignment.
Expresses ideas and
opinions clearly and
concisely in a manner
appropriate to the
assignment.
Virtually no errors in
formatting.
Week 3 Case Study (A-J)1
Case Background:
Recently, you and your team completed a business case and project charter for a project that will result in
the adoption and implementation of a more formal or mature approach to managing projects within the
organization. Your team has focused on the implementation of the training portion of the project (see
week 2 Case Study). Ms. Jones has decided to proceed with using internal training resources for the
project, as outlined in the Week 2 Case Study. This is how your project has been chartered. You will need
to carefully review the Week 2 Case Study for relevant details.
Please find the details for each in the following sections.
Scope Document:
A Scope Document Template has been attached to the assignment instructions for your use. Each section
of the template has specific instructions about what to include in the respective section.
You will see in the template some sections that are familiar from some of the past documents you have
created, such as the business case and project charter. Be sure to reference those documents in preparation
of this document. Please note, however, that it is not sufficient to simply copy and paste, but you must
add additional detail in the scope document to complete the sections. However, you should rely on the
previous work you have done in the documents created during Week 2.
Please be sure to follow the guidelines provided for naming deliverables in the Instructor Perspective
lesson this week (adjective / noun format), and you should use the appropriate deliverables from your
Work Breakdown Structure in the relevant section within the Scope Document.
Work Breakdown Structure:
You are to complete a Work Breakdown Structure (WBS) following the best practices outlined in the
Instructor Perspective lessons. Remember that your WBS should capture the full scope of the project.
Review the case study from Weeks 2 – 3 to gather the details you need to fully capture the scope. Given
consideration to what it will take to implement the training portion of the project. You should likely have
25 – 40 lines of detail in your WBS, and it should be deconstructed to a minimum of two levels.
Cost, Time, and Resource Estimate Preliminary Report:
For this report, you will need to perform a preliminary estimate of how much this project will cost, how
much time it will take, and what resources will be required for it. Below are a few notes of consideration
for each of the relevant sections:
1
Please use this case study if your last name begins with a letter between A – J. If your last name does not begin
with a letter between A – J, then please use the alternative case study posted to the Week 3 Assignment
instructions.
Cost:
Essentially, you need to provide an estimate of what the cost will be for this project. You should provide a
high level breakdown of the costs, and you should provide an explanation of how you arrived at those
costs, including which estimating technique you relied upon. Additionally, you should recommend
whether or not any aspects of the costs should be subjected to more scrutiny. If so, please provide a
reason and a recommended technique. In summary, I should see a breakdown of the estimated cost and an
explanation of how you arrived at those.
Time:
How long do you believe this project will take from beginning to end. This includes not only the training
portion but also the prep and any closing processes that are relevant. At this point, it would be helpful to
provide a high level of a time estimate to each of the major or high level deliverables within WBS. This
could be done with a simple table. These will be refined next week as you develop a project schedule, but
you should begin with this in mind, and you need to make sure that it aligns with any estimates or targets
given within the Week 2 Case Study.
Resources:
From the Week 2 Case Study and material contained above, you need to identify the resources you will
need to execute your project. This should include your project team, any external resources, support from
within the company (procurement, finance, etc.), as well as physical resources. Provide an outline of the
resources needed along with relevant details. Please note that this section, as well as the cost section
should be aligned. You should not have resources which are not accounted for in the cost section, and you
should not have costs that are not associated with a resource.
Week 3 Case Study (K-Z)1
Case Overview:
Recently, you and your team completed a business case and project charter for a project that will result in
the adoption and implementation of a more formal or mature approach to managing projects within the
organization. Your team has been asked to focus on the implementation of the training portion of the
project (see week 2 Case Study). Ms. Jones has decided to proceed with using external training resources
for the project, as outlined in the Week 2 Case Study, specifically Owu Jourdain. This is how your project
has been chartered. You will need to carefully review the Week 2 Case Study for relevant details.
It is now your charge to create the following items:
•
•
•
Scope Document
Work Breakdown Structure
Cost, Time, and Resource Estimate Preliminary Report
Please find the details for each in the following sections.
Scope Document:
A Scope Document Template has been attached to the assignment instructions for your use. Each section
of the template has specific instructions about what to include in the respective section.
You will see in the template some sections that are familiar from some of the past documents you have
created, such as the business case and project charter. Be sure to reference those documents in preparation
of this document. Please note, however, that it is not sufficient to simply copy and paste, but you must
add additional detail in the scope document to complete the sections. However, you should rely on the
previous work you have done in the documents created during Week 2.
Please be sure to follow the guidelines provided for naming deliverables in the Instructor Perspective
lesson this week (adjective / noun format), and you should use the appropriate deliverables from your
Work Breakdown Structure in the relevant section within the Scope Document.
Work Breakdown Structure:
You are to complete a Work Breakdown Structure (WBS) following the best practices outlined in the
Instructor Perspective lessons. Remember that your WBS should capture the full scope of the project.
Review the case study from Weeks 2 – 3 to gather the details you need to fully capture the scope. Given
consideration to what it will take to implement the training portion of the project. You should likely have
25 – 40 lines of detail in your WBS, and it should be deconstructed to a minimum of two levels.
Please use this case study if your last name begins with a letter between K – Z. If your last name does not begin
with a letter between K – Z, then please use the alternative case study posted to the Week 3 Assignment instructions.
1
Cost, Time, and Resource Estimate Preliminary Report:
For this report, you will need to perform a preliminary estimate of how much this project will cost, how
much time it will take, and what resources will be required for it. Below are a few notes of consideration
for each of the relevant sections:
Cost:
Essentially, you need to provide an estimate of what the cost will be for this project. You should provide a
high level breakdown of the costs, and you should provide an explanation of how you arrived at those
costs, including which estimating technique you relied upon. Additionally, you should recommend
whether or not any aspects of the costs should be subjected to more scrutiny. If so, please provide a
reason and a recommended technique. In summary, I should see a breakdown of the estimated cost and an
explanation of how you arrived at those.
Time:
How long do you believe this project will take from beginning to end. This includes not only the training
portion but also the prep and any closing processes that are relevant. At this point, it would be helpful to
provide a high level of a time estimate to each of the major or high level deliverables within WBS. This
could be done with a simple table. These will be refined next week as you develop a project schedule, but
you should begin with this in mind, and you need to make sure that it aligns with any estimates or targets
given within the Week 2 Case Study.
Resources:
From the Week 2 Case Study and material contained above, you need to identify the resources you will
need to execute your project. This should include your project team, any external resources, support from
within the company (procurement, finance, etc.), as well as physical resources. Provide an outline of the
resources needed along with relevant details. Please note that this section, as well as the cost section
should be aligned. You should not have resources which are not accounted for in the cost section, and you
should not have costs that are not associated with a resource.
Project Scope Statement
Project Name: _________________________________
1.0 Project Scope
Project Scope Includes:
In this section, we are including both the Project objectives and deliverables under the heading of Project Scope.
Remember, the Project Objective is a short statement that seeks to answer the three following questions:
What, When, and How much. Also, list primary project deliverables in this section. These can include both final
product/service outputs, such as tangible items, and also intermediate and project planning outputs, such as reports
and documentation, but be sure to identify items in a LIST format. Try to list some major deliverables, but the list
doesn’t have to be comprehensive in terms of details, but it should cover the major deliverables included in the scope
of the project work
1. [Deliverable 1]
2. [Deliverable 2]
3. Etc.
2.0 Project milestones
In this section, list a few key milestones for the project. Sometimes you would include dates, but at this point we are
not going to. Simply list a few key points along the project that make sense to you now based on your chosen
project. You can modify this later if you need to. Be sure to list milestones in bulleted or numbered format.
If you were building a house some key milestones might be as follows:
•
Contract acceptance
•
Foundation completed
•
Roof completed
•
Drywall completed
•
Etc.
3.0 User acceptance criteria
Here you want to describe what the success criteria for the project is. For instance, is there an applicable standards
code or building code or the like? Essentially, you want to briefly describe on what basis you and the client or user
will determine whether or not your deliverables are acceptable. If there are technical requirements, you might list
them here, as well. You do not need to be overly elaborate here. Simply provide a brief description.
For instance, if you are building a house, you might say something as simple as. House will be built according to the
attached blueprints and construction specifications and will meet applicable local building code guidelines.
4.0 Project boundaries or exclusions
Here you would list what is excluded from the project that a user or client might otherwise assume would be included.
For instance, if you are building a house, but not providing the landscaping service, you would want to clarify in this
section that the proposed project does not include landscaping or appliances or whatever the case may be. Again,
you don’t need to be elaborate. Simply list those items that you think might be reasonable based on the project you
are proposing.
Page 1 of 2
5.0 Project constraints
In this section, you want to list the known constraints that will be placed upon the project team. For instance, is there
a pre-determined budget, or is there a definite completion date or a milestone schedule? If there are contractual
items that are commonly included in your project type, then you would include those types of items here. Simply list a
few to let me know that you understand what type of items would go in this section.
Page 2 of 2
Purchase answer to see full
attachment