What item forms the basis for planning and managing project schedules costs resources and changes?

What Is Scope in Project Management?

First off, scope can refer to either product scope or project scope. It's important to know the difference:

  • Product scope is defined as the functions and features that characterize a product or a service
  • Project scope is the work that must be done in order to deliver a product according to the product's scope (required functions and features)

Project scope is the common understanding among stakeholders about what goes into a project and the factors that define its success. A project's scope is made up of the functionalities or specifications outlined in its requirements.

What is a project scope statement?

Project scope is documented in a scope statement, which is an integral part of any project plan. And what is a scope statement exactly? It's a written document that is used as the basis for project decisions down the line. The scope statement clearly delineates what is in scope (the work required). Everything else is out of scope. What does out of scope mean in project management? Simply put, this is anything that does not fall within the required functionalities and specifications that are documented in the scope statement.

What is project scope management?

According to the PMBOK: "Managing project scope is primarily concerned with defining and controlling what is and is not included in the project.”

What is involved in project scope management?

Here's where we get down to the process of building that scope statement. The PMBOK recognizes six major scope management processes involved in managing and defining a project's parameters. These are:

1. Planning scope management: A scope management plan is created based on input from the project plan, the project charter, and consultation with stakeholders.

2. Collecting requirements: A requirements management plan is created based on the scope management plan plus stakeholder input. Interviews, focus group discussions, surveys, and more will be used to understand requirements. This will all be documented.

3. Defining scope: A project scope statement is produced based on all the requirements documentation plus the project charter and the scope management plan. This definition will be the basis for all project activity.

4. Creating the Work Breakdown Structure: A Work Breakdown Structure (WBS) is built after analyzing the project scope statement and the requirements documentation. The WBS is basically the entire project broken down into individual tasks, and deliverables are clearly defined.

5. Validating scope: Here, deliverables are inspected and reviewed. Either they're accepted as complete or further revisions are requested.

6. Controlling scope: As the project is executed, scope must be controlled. Performance reports are compared against project requirements to see where gaps exist, which may result in changes to the project plan.

Further reading:

  • 5 Reasons Why Managers Need to Learn Project Management Basics
  • Critical Path Method: A Project Management Essential
  • 3 Ways to Create Your Project Manager Calendar
  • Project Management Basics: 6 Steps to a Foolproof Project Plan

Chapter 5:Project ScopeManagementInformation TechnologyProject Management,Seventh EditionNote: See the text itself for full citations.

Copyright 2014Describe the process of planningscope managementDiscuss methods for collecting and documentingrequirementsto meet stakeholder needs andexpectationsExplain the scope definition process and describe thecontents of aproject scope statementDiscuss the process for creating awork breakdownstructureusing the analogy, top-down, bottom-up, andmind-mapping approachesUnderstand the importance ofcontrolling scopeandpreventing scope-related problems on informationtechnology (IT) projectsLearning ObjectivesInformation Technology ProjectManagement, Seventh Edition2

What is Project Scope Management?

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Copyright 2014Information Technology ProjectManagement, Seventh Edition3

Copyright 2014ProjectScopeManagementInformation Technology ProjectManagement, Seventh Edition4

Copyright 2014Planning scope:determining how the project’s scopeand requirements will be managedCollecting requirements:defining and documenting thefeatures and functions of the products produced during theproject as well as the processes used for creating themDefining scope:reviewing the project charter, requirementsdocuments, and organizational process assets to create ascope statementCreating the WBS:subdividing the major project deliverablesinto smaller, more manageable componentsValidating scope: formalizing acceptance of the projectdeliverablesControlling scope:controlling changes to project scopethroughout the life of the projectProject Scope Management ProcessesInformation Technology ProjectManagement, Seventh Edition5

Copyright 2014The project team uses expert judgment andmeetings to develop two important outputsscope management planrequirements management planThe scope management plan is a subsidiary partof the project management plan(1) Planning Scope ManagementInformation Technology ProjectManagement, Seventh Edition6

Copyright 2014How to prepare a detailed project scope statementHow to create a WBSHow to maintain and approve the WBSHow to obtain formal acceptance of the completedproject deliverablesHow to control requests for changes to the projectscopeScope Management Plan ContentsInformation Technology ProjectManagement, Seventh Edition7

Copyright 2014The PMBOK® Guide, Fifth Edition, describesrequirements as “conditions or capabilities thatmust be met by the project or present in theproduct, service, or result to satisfy an agreement

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What is a project management document that provides the basis for planning and managing project schedules costs resources and changes?

For projects, the Work Breakdown Structure (WBS) is the tool that utilizes this technique and is one of the most important project management documents. It singlehandedly integrates scope, cost and schedule baselines ensuring that project plans are in alignment.

What are the three components of project management plan?

Here are the steps to creating a scope management plan: Conduct stakeholder interviews and record project requirements and expectations from stakeholders. Set out the scope of the project and identify project goals and objectives. Structure a task list, which includes roles and responsibilities of the project team.

What are the main planning processes performed as part of project scope management?

Below is an overview of the main steps involved in creating a scope management plan..
Collect the required inputs. ... .
Generate a work breakdown structure (WBS). ... .
Translate your WBS into discrete tasks. ... .
Identify project requirements. ... .
Develop a scope statement. ... .
Define your processes..

What are the 5 steps of defining scope?

Here are the 5 most important steps to define the scope of a project in your business:.
Identify project needs..
Figure out project goals..
Consider project limitations..
Define resources and budget..
Write a killing project scope statement..