Project Management: Scope Management for Project Managers

Creating and Protecting the Project Scope
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  • Lectures 8
  • Contents Video: 1 hour
    Other: 16 mins
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2015 English

Course Description

Project scope management means that the project manager works with the project team, customers, and other stakeholders to plan, define, control the project. This course, worth two Professional Development Units (PDUs) covers everything that you must know about project scope management. In this course you will learn how to:

  • Plan and define the project scope for your projects
  • Work with stakeholders to elicit the needed project requirements
  • Write the project scope statement document
  • Create the work breakdown structure
  • Complete the scope validation process for project acceptance

This course follows the terminology of the Project Management Institute (and career-standard) book A Guide to the Project Management Body of Knowledge (PMBOK Guide), fifth edition. If you have a copy of this book you may use it as reference throughout the course.

What are the requirements?

  • Participants should have a basic understanding of project management principles.

What am I going to get from this course?

  • Plan and define the project scope
  • Collect the project requirements
  • Examining the contents of the project scope statement
  • Creating a Work Breakdown Structure
  • Validating the project scope
  • Controlling the project scope

What is the target audience?

  • Project managers seeking insight to project scope management
  • Individuals prepping for the PMP exam
  • PMPs seeking two Professional Development Units

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Project Scope Management
06:00

The project scope describes the goals of the project. It's what the project will create, and won't create, to satisfy the project objectives. Project scope management is all about defining, controlling, and protecting the scope from changes. This lecture is a brief overview of the entire course.

06:20

One of the first things you’ll have to achieve in your role as the project manager of a new project is to define the project’s scope management plan. Now, your organization may rely on organizational process assets in the form of a template for all projects, but it’s possible that you’ll be creating this scope management plan from scratch. In this section, you’ll learn both approaches that you can apply to your projects and your PMI exam. This lecture includes:

  • Relying on project information
  • Using templates and forms
  • Creating the Project Scope Management Plan
  • Performing product analysis
  • Using alternative identification
  • Interviewing experts and stakeholders
20:53

The second plan that comes out of this process is the requirements management plan. While similar in nature, this plan explains how the project will collect, analyze, record, and manage the requirements throughout the project. Like the scope management plan, this plan doesn’t list the actual requirements, but sets the rules for how the project manager, team, and stakeholders will interact with the project’s requirements. This plan is also a subsidiary plan for the overall project management plan. The project requirements are defined through many tools and techniques to help document the requirements and to create a requirements traceability matrix. This lecture details:

  1. Working with stakeholders to define requirements
  2. Requirement gathering techniques
  3. Documenting and publishing requirements
  4. Creating a requirements traceability matrix
10:25

The project scope statement is one of the most important documents in the project. This lecture covers:

  • Detailing the project objectives
  • Describing the product scope
  • Defining the project requirements
  • Establishing the project boundaries
  • Defining the project acceptance criteria
  • Identifying the project constraints
  • Listing the project assumptions
  • Defining the initial project organization
  • Defining the initial project risks
  • Determining the schedule milestones
  • Setting fund limitations
  • Estimating the project costs
  • Determining the project configuration management requirements
  • Identifying project specification documents
  • Documenting the project approval requirements
10:19

A key concept for your projects, is the Work Breakdown Structure (WBS). The WBS is all about the project deliverables. It’s a breakdown of the project scope into hierarchical deliverables. The WBS takes the project scope and breaks it down into smaller, manageable chunks of deliverables. Each layer of the WBS breaks down the layer above it into smaller deliverables, until it arrives at the smallest item in the WBS, the work package. This lecture details:

  • Defining the WBS
  • Using a WBS template
  • Decomposing the project scope
  • Creating the WBS
  • Creating the WBS dictionary
  • Defining the scope baseline
05:51

Scope validation is the process of the project customer accepting the project deliverables. It happens either at the end of each project phase or as major deliverables are created. Scope validation ensures that the deliverables the project creates are in alignment with the project scope. It is concerned with the acceptance of the work. A related activity, quality control (QC), is concerned with the correctness of the work. Scope validation and QC can happen in tandem because the quality of the work contributes to scope validation. Poor quality will typically result in scope validation failure. How do you know your scope and deliverables are valid? This lecture will help you to understand:

  • Defining scope validation
  • Performing scope validation
  • Group-decision making techniques
  • Gaining project acceptance
06:00

Scope control is about protecting the project scope from change and, when change does happen, managing those changes. Ideally, all requested changes follow the scope change control system, which means that change requests must be documented. Those changes that sneak into the project scope are lumped into that project poison category of scope creep. Scope creep is, of course, bad, bad news. You must protect the project scope from changes and this lecture will help. You'll learn:

  • Establishing a change control system
  • Studying variances
  • Replanning the project work
  • Revisiting the configuration management system
16 pages

This practice exam will test your comprehension of the topics covered in the module. If you've questions about the practice exam add them to the discussion and I'll help.

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Instructor Biography

Joseph Phillips, PMP, PMI-ACP, Project+, Certified Technical Trainer

About Joseph Phillips

Motivated, personable business professional with more than 15 years’ experience as a project management consultant, educator, technology consultant, business owner, and technical writer. Extensive experience as a project manager, management consultant, organizational change management consultant, organizational process analyst, and technical implementations. Well-versed in project management methodologies, process engineering, organizational change management, risk management, project planning, team building, communication, and technical implementations of organizational change, software projects, network operating systems, and web development projects.

Project management certifications include the Project Management Professional (PMP), PMI-Agile Certified Practioner, and the Project+ Professional designation.

Skills Summary

  • Project management
  • Business management
  • Risk management
  • Change management
  • Microsoft Office
  • Microsoft Project
  • Articulate Suite
  • Server systems
  • PMBOK Guide methodologies
  • Bloom’s Taxonomy
  • Public speaking
  • Leadership and coaching
  • Technical writing

  • Professional Experience
  • Project management
  • Project management consultant for project management office implementation, organizational change management, process configuration mapping, workflow analysis, and project management information system selection and deployment.
  • IT project manager for technology upgrades, server conversions, network topology and design, and technical projects in the legal, healthcare, architectural, and engineering disciplines.
  • Project management consultant for a hospital project to establish protocols and procedures for non-English speaking patients in consideration of security, health, and privacy requirements.
  • Project management consultant for several initiatives, including software deployment, network operating systems, Microsoft Exchange, Microsoft Office, Microsoft Server Operating Systems, and others.
  • Consulted as a project manager for new business startups, hospitals, architectural firms, and manufacturers.

  • Adult education
  • Created, designed, and led seminars on project management, PMP certification, IT project management, risk management, scheduling, Microsoft Project, technical writing, and goal achievement.
  • Designed web-based training with Articulate Studio, developed course materials, and led both public and private seminars, lectures, and speeches for organizations.
  • Taught college-level courses and corporate educational seminars on project management, program management, writing, business analysis, Microsoft products, workflow, process engineering, and related topics.
  • Produced course materials for custom seminars; courses include workbooks with exercises and quizzes, instructor materials, and slide decks.
  • Technical writing
  • Have completed hundreds of writing assignments for Pearson Education, CIO Magazine, MCP Magazine, Bedrock Learning, UCertify, and others.

  • Co-authored more than 30 books on technology, Microsoft products, and networking for MacMillan Press and Pearson Education.
  • Authored several books on project management, business analysis, and technical training for McGraw-Hill and the American Management Association Press.

  • Author

2000 to Present

Written, co-authored, or served as technical editor to more than 35 books on technology, careers, project management, and goal setting for MacMillan, McGraw-Hill, Pearson Education, and AMA Press.

Recent publications include:

PMP Project Management Professional Study Guide
McGraw-Hill; ISBN: 0071626735 CAPM/PMP All-in-One Exam Guide
McGraw-Hill; ISBN: 0071632999 PMP Project Management Lab Book
McGraw-Hill; ISBN: 0071744266 The Certified Technical Trainer All-in-One Exam Guide
McGraw-Hill; ISBN: 978-0071771160 IT Project Management: On Track from Start to Finish
McGraw-Hill; ISBN: 0071700439 Project Management for Small Business American Management Association Press;ISBN: 978-0814417676 The Lifelong Project
Amazon CreateSpace Publishers;
ISBN: 0615337546 Software Project Management for DummiesFor Dummies, PublisherISBN: 978-0471749349 Vampire Management: Why Your Job Sucks
Amazon CreateSpace Publishers;
ISBN: 978-0983970101


Education and certifications

Columbia College Chicago, 1995

Project Management Professional (PMP)

Comptia Project+ Professional

Comptia A+ Professional

Comptia Network+ Professional

Comptia Certified Technical Trainer+ Professional

Microsoft Certified Systems Engineer

Microsoft Certified Trainer

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