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Online Training: Project Scoping: Using Quantitative and Qualitative Tools to Define Your Projects

An online training course produced by IndustryWeek, in partnership with BMGI

Date: This webinar is now available On-Demand.
Event Type: On-Demand Webinar
Cost: $199

Click Here to Purchase


Project sponsors and team leaders face many difficult challenges as they move through the phases of improvement.  Up front, they struggle with how to properly define and delineate the boundaries of their projects.  What specific problem (or problems) does the project aim to solve?  How little is too little, and when is too much too much?

If the scope of a project is too narrow and unambitious, team members won't be motivated to give it their all -- saying "ho hum, why do we need a team for this?"  If the project scope is too broad or ambitious, team members will fatigue from complexity and waiting too long for results -- sometimes dissolving before completion.  Either way, the team's buy-in suffers, the process is onerous, and positive results become elusive.  This hurts more than the team and the team process itself; it also compromises overall improvement program effectiveness because it reinforces the impression that these kinds of programs don't work.

Projects work if they're managed well, and don't work if they're mismanaged.  It's as simple as that. This is why we have both qualitative and quantitative tools to help define and scope projects the right way -- the best way -- from the outset.

This online training course will cover all the characteristics of a properly scoped project, how to write effective problem and objective statements and how to avoid common project scoping mistakes.

Do any of these situations sound familiar?

  • Projects lack management support because project leaders can't articulate how the projects are linked to business goals
  • Projects drag on for months...or longer
  • Project teams find themselves re-scoping projects, sometimes more than once
  • Your organization's project completion rate is lower than you'd like it to be
  • Lean Six Sigma project teams get frustrated and mired in the measurement phase
  • Your organization struggles with how projects support business goals
  • Project teams lose sight of their objectives
  • Project teams tend to rely on just a couple of project scoping tools that aren't getting the job done

If you answered yes to any, some or all of these questions, you'll benefit from the information and tools presented in this training session.

This session will leave you with:

  • A better understanding of how to link projects to business goals
  • The ability to describe the characteristics of a properly scoped project
  • An understanding of how to apply both qualitative and quantitative project scoping tools
  • The ability to write a compelling problem and objective statement
  • The know-how to avoid common project scoping mistakes

Course agenda:

  • Characteristics of a properly scoped project
  • Project scoping tools

        CTQ Flow Down
        Macro Map
        Affinity Diagram
        SIPOC Diagram
        Fishbone Diagram
        Pareto Analysis
        Cause and Effect Matrix

  • Creating the problem and objective statements

        Defining the defect and target process
        Characteristics of a problem statement
        Defining project metrics
        Writing an objective statement

  • Common mistakes and how to avoid them
  • Questions and answers with the trainer

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Who should attend

  • Operational excellence leaders and practitioners who are responsible for identifying, scoping and defining projects
  • Lean and Lean Six Sigma practitioners who are often faced with projects that are too narrow or too broad in scope
  • Quality leaders who are responsible for managing their organization's project pipeline


Included with all registrations:

  • On-demand training course
  • Downloadable slides for note-taking
  • Continuing education credits -- see details below


  • A CD-ROM can be added to any registration for an additional $199 per session.

Continuing education credits

Each registration entitles you to receive continuing education credits for one person through our partnership with the International Association for Continuing Education & Training (IACET).  During the training session, you'll receive instructions on how to claim your credits.

IACET continuing education credits are accepted by the American Society for Quality (ASQ) and hundreds of other organizations and companies.


Wes Waldo
Chief Operating Officer

William "Wes" Waldo is a disciplined, organized and highly respected leader.  As BMGI's Chief Operating Officer, he leverages more than 15 years of quality, operations management and process improvement experience as he strives for perfection in BMGI's sales, marketing and internal processes.  Wes' appointment as COO follows many years as a Lean master consultant, Lean product manager and nearly two years as practice leader for BMGI's manufacturing team.  A respected authority in his field, he co-authored the manual A Team Leader's Guide to Kaizen Events, and contributed to The Complete Idiot's Guide to Lean Six Sigma and The Innovator's Toolkit.  Wes enjoys working with a wide variety of organizations from healthcare to high-end technology manufacturing, especially in the development of their strategic planning.

More information

This training session will be conducted using a slides-and-audio format.  After you complete your registration, you will receive a confirmation email with details for joining the training course, as well as your unique password.


Purchase this on-demand training

TAGS: Webinars