Project Scope Management
Scope Management Fundamentals
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Five constituent processes
o Planning
o Definition
o Create Work Breakdown Structure
o Verification
o Control
Planning
 Create project scope management document which documents how the project will
be:
o Defined
o Managed
o Verified
o Controlled
o How WBS will be created and defined
Definition
 Boundaries and scale
 Detailed project scope statement
o Clarifies objectives
o Deliverables
o Constraints
o Assumptions
 Facilitates project understanding
WBS
 Subdivides major project deliverables into manageable components
 Used to:
o Schedule
o Control
o Monitor
Verification
 Formalizes acceptance of deliverables
 Ensures deliverables meet defined requirements and customer sat
Control
 Manages changes
 Controls change impact on other processes and completed deliverables
Project Management Process Groups
 Planning Process Group

o Planning
o Definition
o WBS
Monitoring and Controlling Process Group
o Verification
o Control
Scope Planning Concepts
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Balances expectations what can be accomplished
Answers
o What should be done?
o Who is responsible for what tasks?
o How long will it take to complete?
o How much will it cost?
Scope Management Plan
o Scope
o Objectives
o Deliverables
o Work responsibilities
o Change controls
o Approval requirements
o Outlines work required; only work required
 Refrain from including any intentions to exceed expectations
o Contain
 Basic or in-depth information
 Formal or informal information
Scope Management Plan Components
o Process to develop a detailed scope statement
o Process to create WBS
 Maintenance
 Approval
o Process to attain stakeholders’ acceptance
o Process to control changes
Planning Inputs, Tools and Outputs

Inputs
o Environmental factors
 Culture
 Infrastructure
 Tools
 Industry conditions
o Organizational process assets
 Formal or informal processes or procedures
 Historical information about past projects
 Organization mandated QA procedures
 Government or industry regulations
o Project charter
 Authorization
 Outlines requirements
 Summarizes purpose, business needs, development milestones and
budget information
o Preliminary project statement
 Defines characteristics and requirements
o Project management plan
 Execution
 Monitoring
 Control
o Tools
 Expert knowledge
 Templates – WBS, Scope Management Plan, Scope Change
Control Forms
o Output
 Project scope management plan
Scope Definition Inputs
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Falls under Project Scope Management knowledge area
Adding detail and specifics to preliminary scope statement
Include
o Organizational process assets
 Policies
 Procedures
 Plans
 Guidelines
o Project charter
 Authorizes funding and development
o Preliminary project scope statement
 Outlines project requirements and boundaries
 Success criteria
o Project management plan
 Planning
 Execution
 Monitoring
 Controlling
o Approve change requests
 Scope
 Quality
 Costs
 Schedule
Project Scope Statement
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Scope statement outline
o Project specifics
o Deliverables
o Work to complete
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Scope statements include
o Goals
o Time frame
o Major deliverables
o Resources
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Outlines project boundaries
Identifies any work that should be done as part of the Executing Process Group
Scope statements describe
o Project problems or opportunities
o Objectives
o Measuring methods
o Risks
o Constraints
o Assumptions
o What will and will not be accomplished
o Budget constraints
o Length of time to completion
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Constraints limit project options
o Time
o Costs
o Contractual provisions
o Performance requirements

Project managers must consider
o Budget limitations
o Maximum allowable time
o Contractual provisions

Trade-offs
o Time
o Money

Assumptions
o Not absolutes
o Degree of risk
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Statement of Work
Describes products or services developed outside organization

Scope statement
o Project justification
 Describes business needs
 Benchmark for evaluating trade-offs
o Product description
 Defines characteristics
o Project objectives
 Outline project criteria
 SMART – specific, measurable, realistic, time-based
 Consistent with organizational plans, policies, and procedures
o Project deliverables
 Indicate completion
o Scope creep
 Clear scope statements controls
Scope Definition: Techniques
 Scope analysis techniques
o Product analysis
 Value analysis
 Function analysis
o Cost-benefit analysis
 Determines short and long-term benefits
 Determines whether benefits exceed costs
o Expert recommendations
o Stakeholder analysis
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Scope definition outputs
o Project scope statement
o Requested changes
o Updated project scope management plan