I attended a Certified ScrumMaster training class this year delivered by Lithespeed. The class was very valuable, and I want to share a tool, trade-off matrix, to help set customer and team expectations. In my opinion this is a tool that should be used on all projects early in the planning stage. Here is an example of a trade-off matrix.
All 30 Use Cases Identified
2 Large Bugs per month is acceptable
By documenting this at the beginning of a project, the project sponsor and all project stakeholders (including project team members) have a clear view of what project success looks like. In the example above success is implementing all features, within a budget close to $500k and somewhere within 3-6 months. In addition the sponsor is OK with 2 large bugs a month.
You may find that a project sponsor wants everything “Fixed.” By using this matrix to illustrate the triple constraint it helps drives your discussion explaining why there needs to be a trade-off.
I plan on using this to help define success. Please share any tools you use.