November 28, 2006

Scope Planning

Scope Planning is an important component of the project management. The Project Scope Management Plan is the document that details how the project scope will be defined, developed, and verified while provisioning how scope will be managed and controlled by the project management team. The Project Scope Management Plan also defines how the WBS will be created and detailed.

The following items are the five inputs used to create a Project Scope Management Plan:

  • Enterprise environmental factors – Enterprise environmental factors can influence how the project scope is defined, controlled, verified, and managed.
  • Organizational process assets – Organizational process assets provide information about existing policies, procedures as well as historical records and lessons learned from previous projects. They provide information that is used to help the project manager take measures to control scope in the Project Scope Management Plan.
  • Project Charter – The project charter is a document issued by the project initiator or sponsor that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities. This objective forms the basis of scope planning.
  • Preliminary Project Scope Statement – The Preliminary Scope Statement begins to define the project and what needs to be accomplished. It includes the product requirements, project boundaries and methods of acceptance. The deliverables are used in scope planning as the basis for the WBS.
  • Project Management Plan – The Project Management Plan is a formal, approved document that provides the structure and outline for the Project Scope Management Plan. It describes which project scope management processes will be performed and at what level they'll be implemented.

In order create the Project Scope Management Plan, project manager often rely on the following tools and techniques.
  1. Expert judgment - Expert judgment is based on expertise in a particular discipline, industry, application area, or knowledge area. Such expertise may be provided by a individual or a group with specialized education, skills, or training, and it is available from such sources as consultants or stakeholders.
  2. Templates, forms, and standards - Templates, forms, and standards are commonly used tools for creating the Project Scope Management Plan. Examples include Project Scope Management Plan templates and project scope change control forms.

An output of Scope Planning is the Project Scope Management plan. This plan is defined as the document that describes how the project scope will be defined, developed, and verified and how the Work Breakdown Structure (WBS) will be created and defined.

The necessary components of the Project Scope Management Plan are:

  • Scope Planning, including information about scope stability – Scope planning contains a description of the preparation of a detailed Project Scope Statement.
  • Scope Definition – Scope Definition contains a description of the preparation of a detailed Project Scope Statement.
  • Work Breakdown Structure – The Work Breakdown Structure contains a description of the creation of the WBS from the detailed Project Scope Statement.
  • Scope Control – Scope Control contains a description of the process for handling changes to the detailed Project Scope Statement.
  • Scope Verification – Scope Verification contains a description of the process for verification or acceptance of the completed project deliverables and the WBS.

To ensure that project tasks are manageable, project managers establish a Project Scope Management Plan.

Posted by Elyse at November 28, 2006 6:29 AM
Comments

thanks for the GREAT post! Very useful...

Posted by: Whatever-ishere at November 21, 2007 12:54 PM
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