Project Scope Management

Core Functions

Scope Time Cost Quality

Management Management Management Management
Stakeholders’ Needs

Knowledge Areas
Strategic and

Success
Project
Project Integration Management
& Stakeholder Management

Human Communicati
Risk Procurement
Resource ons
Management Management
Management Management

Facilitating Functions
 Project Scope Management
2

Definition: Processes:
Project Scope Management 1. Plan Scope Management
includes the processes 2. Collect Requirements
required to ensure that the 3. Define Scope
project includes all the work
4. Create WBS
required, and only the work
required, to complete the 5. Validate Scope
project successfully. 6. Control Scope

Source: PMBOK Guide 5th Edition (Page 105) 2

 Project Scope Management Processes
3

1. Plan Scope Management — The process of creating a scope

management plan that documents how the project scope will be
defined, validated, and controlled.
2. Collect Requirements — The process of determining,
documenting, and managing stakeholder needs and requirements to
meet project objectives.
3. Define Scope — The process of developing a detailed description
of the project and product.

Source: PMBOK Guide 5th Edition (Page 105) 3

 Project Scope Management Processes (c.)
4

4. Create WBS — The process of subdividing project deliverables and

project work into smaller, more manageable components.
5. Validate Scope — The process of formalizing acceptance of the
completed project deliverables.
6. Control Scope — The process of monitoring the status of the
project and product scope and managing changes to the scope
baseline.

Source: PMBOK Guide 5th Edition (Page 105) 4

 Plan Scope Management & Data Flow Diagram
5

Plan Scope Management —

The process of creating a scope
management plan that documents
how the project scope will be
defined, validated, and controlled.

Source: PMBOK Guide 5th Edition (Page 107) 5

 Plan Scope Management:
Inputs, Tools & Techniques, and Outputs
6

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Expert Judgment .1 Scope Management

Plan .2 Meetings Plan
.2 Project Charter .2 Requirements
.3 Enterprise Management Plan
Environmental
Factors
.4 Organizational
Process Assets

Source: PMBOK Guide 5th Edition (Page 107) 6

 Product & Project Scope
7

Product Scope: Project Scope:

 The features and functions that
characterize product, service or
result
 The work performed to deliver a
product, service, or result with the
specified features and functions.
 The term project scope is
sometimes viewed as including
product scope.

Source: PMBOK Guide 5th Edition (Page 110) 7

 Collect Requirements & Data Flow Diagram
8

Collect Requirements —
The process of determining,
documenting, and managing
stakeholder needs and
requirements to meet project
objectives.

Source: PMBOK Guide 5th Edition (Page 110) 8

 Collect Requirements:
Inputs, Tools & Techniques, and Outputs
9

Tools &
Inputs Techniques Outputs

.1 Scope Management .1 Interviews .1 Requirements

Plan .2 Focus Groups Documentation
.3 Facilitated Workshops
.2 Requirements .4 Group Creativity
.2 Requirements
Management Plan Techniques Traceability Matrix
.3 Stakeholder .5 Group Decision-Making
Management Plan Techniques
.4 Project Charter .6 Questionnaires and
Surveys
.5 Stakeholder Register .7 Observations
.8 Prototypes
.9 Benchmarking
.10 Context Diagrams
.11 Document Analysis

Source: PMBOK Guide 5th Edition (Page 107) 9

 Define Scope & Data Flow Diagram
10

Define Scope —
The process of developing a
detailed description of the project
and product.

Source: PMBOK Guide 5th Edition (Page 120) 10

 Define Scope:
Inputs, Tools & Techniques, and Outputs
11

Tools &
Inputs Techniques Outputs

.1 Scope Management .1 Expert Judgment .1 Project Scope

Plan .2 Product Analysis Statement
.2 Project Charter .3 Alternatives .2 Project Documents
.3 Requirements Generation Updates
Documentation .4 Facilitated
.4 Organizational Workshops
Process Assets

Source: PMBOK Guide 5th Edition (Page 120) 11

 Project Scope Statement
12

 The detailed project scope statement, either directly, or by

reference to other documents, includes the following::
 Product scope description
 Acceptance criteria
 Deliverable
 Project exclusion
 Constraints
 Assumptions

Source: PMBOK Guide 5th Edition (Page 123) 12

 Sample Scope Statement
13

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 13

 Create WBS & Data Flow Diagram
14

Create WBS —
The process of subdividing project
deliverables and project work into
smaller, more manageable
components.

Source: PMBOK Guide 5th Edition (Page 125) 14

 Create WBS:
Inputs, Tools & Techniques, and Outputs
15

Tools &
Inputs Techniques Outputs

.1 Scope Management .1 Decomposition .1 Scope Baseline

Plan .2 Expert Judgment .2 Project Documents
.2 Project Scope Updates
Statement
.3 Requirements
Documentation
.4 Enterprise
Environmental
Factors
.5 Organizational
Process Assets

Source: PMBOK Guide 5th Edition (Page 125) 15

 Decomposition
16
Decomposition
 Decomposition is a technique
used for dividing and subdividing
the project scope and project
deliverables into smaller, more
manageable parts.
 The work package is the work
defined at the lowest level of the
WBS for which cost and duration
can be estimated and managed
Source: PMBOK Guide 5th Edition (Page 128)
Activities Involves:
 Identifying and analyzing the
deliverables and related work;
 Structuring and organizing the WBS;
 Decomposing the upper WBS levels
into lower-level detailed components;
 Developing and assigning
identification codes to the WBS
components; and
 Verifying that the degree of
decomposition of the deliverables is
appropriate.
16
 Sample WBS Decomposed Down Through Work Packages
17

Source: PMBOK Guide 5th Edition (Page 129) 17

 Sample WBS Organized by Phase
18

Source: PMBOK Guide 5th Edition (Page 129) 18

 Sample WBS with Major Deliverables
19

Source: PMBOK Guide 5th Edition (Page 129) 19

 WBS in Chart and Tabular Form
20

Source: Introduction to Project Management, 2 nd edition, Kathy Schwalbe 20

 Sample WBS
21

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 21

 Sample WBS Dictionary
22

Source: Introduction to Project Management, 2 nd edition, Kathy Schwalbe 22

 Sample Activity List and Attributes
23

Source: Introduction to Project Management, 2 nd edition, Kathy Schwalbe 23

 Validate Scope & Data Flow Diagram
24

Validate Scope —
The process of formalizing
acceptance of the completed
project deliverables.

Source: PMBOK Guide 5th Edition (Page 133) 24

 Validate Scope:
Inputs, Tools & Techniques, and Outputs
25

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Inspection .1 Accepted

Plan .2 Group Decision- Deliverables
.2 Requirements Making Techniques .2 Change Requests
Documentation .3 Work Performance
.3 Requirements Information
Traceability Matrix .4 Project Documents
.4 Verified Deliverables Updates
.5 Work Performance
Data

Source: PMBOK Guide 5th Edition (Page 133) 25

 Sample Deliverable Acceptance Form
26

Source: Introduction to Project Management, 2 nd edition, Kathy Schwalbe 26

 Control Scope & Data Flow Diagram
27

Control Scope —
The process of monitoring the
status of the project and product
scope and managing changes to
the scope baseline.

Source: PMBOK Guide 5th Edition (Page 136) 27

 Control Scope:
Inputs, Tools & Techniques, and Outputs
28

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Variance Analysis .1 Work Performance

Plan Information
.2 Requirements .2 Change Requests
Documentation .3 Project Management
.3 Requirements Plan Updates
Traceability Matrix .4 Project Documents
.4 Work Performance Updates
Data .5 Organizational
.5 Organizational Process Assets
Process Assets Updates

Source: PMBOK Guide 5th Edition (Page 136) 28

 Sample Performance Report
29

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 29

 Summary
30

Definition: Processes:
Project Scope Management 1. Plan Scope Management
includes the processes required 2. Collect Requirements
to ensure that the project 3. Define Scope
includes all the work required,
4. Create WBS
and only the work required, to
complete the project successfully. 5. Validate Scope
6. Control Scope

Source: PMBOK Guide 5th Edition 30