Project Management Primer #6 - Scope, Visions and Goals
Scope is a general term to describe
everything that your project encompasses, everything that must be achieved for
the project to be complete.
This would encompass your vision, your goals and
your requirements and would be embodied in documents such as a “project
proposal” and at a lower level “commercial specifications” and “technical
The word ‘vision’ produces shudders in
technical and non-technical people the world over. And rightly so, for a vision
is normally a collection of meaningless catch phrases and marketing dribble
intended to dupe people into thinking that businesses are there for polite and
altruistic reasons. This is not the kind of vision I mean.
When I talk about vision I’m simply
saying that you need a single encapsulated idea which defines the aim of your
project. Why are you doing the project in the first place? A project is a
standalone task (or set of tasks) that has an intended outcome. You work on your
project, complete it and then move on to the next.
If you can’t state the aim of your
project in a single sentence, then it’s not a project.
Maybe it’s an occupation, an idea for a
business or possibly a way of life but it's not a project. It might even be a
program, a set of projects that need to be divided into single ‘efforts’. A
project is a defined task with a finite life with a fixed end point and that end
is defined by your ‘vision’.
Without a single, linking goal all the
dependent steps of project planning become difficult. That single vision may be
broken up in sub-goals but it provides the link that holds all of the disparate
parts of the project together into a single enterprise. It gives your team and
stakeholders a sense of purpose and defines the success of your project.
Goals are slightly lower-level and more
specific than the vision. Goals should directly support the overall vision of
the project but refine its definition. Typically goals are set out by customers
or by a business and define how the success of the project will be achieved.
While the vision encompasses the whole project, goals may refer only to the
objectives of a particular segment of the project.
Note that the terms scope, vision and
goal are largely interchangeable. Different organizations use them in different
contexts to refer to much the same concepts.
Project Vision as Inspiration
While further steps in the project
planning aim to be more and more specific the initial goal should be broad
enough to encompass the whole project. The vision must state, succinctly, the
ultimate goal for the whole project.
The goal or vision should also be
inspiring or, appropriately enough, “visionary”.
“To deliver the cheapest system, in the
shortest time that just about gets the job done”
is unlikely to inspire anyone or
motivate a team.
“Deliver the best sales and marketing
system on the market”
is more likely to inspire personal
commitment from the team and stakeholders.
If you are working on your own, an
inspirational vision can restore your flagging enthusiasm.
When the client or manager calls up and
says “Where’s that bit of documentation I asked for?” and you say to yourself
“Why am I doing this again?” your answer could be “because I’m writing the best
content management system the world is ever going to see!”.
Visions don’t have to be written down or
cast in stone.
They don’t even have to be formalized in
any particular sense. In large organizations they often are, since that’s the
kind of the thing large organizations like to do. The only important thing is
that you, your team and your stakeholders know exactly what the vision is and
agree on it.
Don’t go overboard.
Now is not the time to exercise your
commercial-buzzword vocabulary. Select language that is natural and easy for you
to use and that sounds sincere. The more you believe the vision and the more you
use it, the more that other people, including your team and your customers, will
come to believe it too.
One of the most important things you can
do is to inspire trust in the people you work with.
It is human nature to be skeptical and
it is easier for most people to assume that a project will fail rather than
assume it will succeed. You don’t have that luxury however!
Everybody from the team to the
stakeholders to the man signing the check will want reassurance that you know
what you are doing. You have to build confidence in yourself and in the project.
Pick a vision that inspires! If it inspires you, it will probably inspire them
Often the vision will be delivered into
your hands by your executive sponsor or a client that commissions your project.
In discussions with them you will notice that they have a singular way of
referring to the project such as “we want a sales and marketing system that’s
going to save us time and money”. You could do worse than adopt a phrase like
that as a vision but consider reworking it to suit your own purposes.
Project Management Templates
Here are some Project Management templates you can get
on our partner's site.
Management Kit provides the documentation required to
control changes to the scope, deliverables and resources within
the project. The Change Request template allows staff to raise a
change request within the project.
Project Planning Kit provides you with all of the
project management templates, documents and forms required to
plan a project by helping you to schedule time, cost and
Quality Management Kit includes a suite of templates
used to assure and control the quality of deliverables within a
Start a new project by documenting a business case, undertaking
a feasibility study, defining the project scope, recruiting key
staff and locating them within a project office.
Manage time, cost, quality, change, risks and issues during the
execution of your project, as well as supplier procurement and
Helps close your project by handing over deliverables and
documentation to the customer, terminating supplier contracts
and releasing resources back to the business.