Project Management: Scope Management for Project Managers

Creating and Protecting the Project Scope
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  • Lectures 8
  • Length 1.5 hours
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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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

Who 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.


Section 1: Project Scope Management

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.


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

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

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

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

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

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

Joseph Phillips has more than 15 years’ experience as a project management consultant, educator, technology consultant, business owner, and technical writer. He has consulted as a project manager for a range of businesses, including startups, hospitals, architectural firms, and manufacturers.  Joseph is passionate about helping students pass the PMP certification exam.  He has created and led both in-person and web-based seminars on project management, PMP certification, IT project management, program management, writing, business analysis, technical writing, and related topics.  Joseph has 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.


Project Management Professional (PMP)

PMI-Agile Certified Practitioner (PMI-ACP)

CompTIA Project+ Professional

CompTIA Certified Technical Trainer+

Author of:

PMP Project Management Professional Study Guide, McGraw-Hill

CAPM/PMP All-in-One Exam Guide, McGraw-Hill

PMP Project Management Lab Book, McGraw-Hill

The Certified Technical Trainer All-in-One Exam Guide, McGraw-Hill

IT Project Management: On Track from Start to Finish, McGraw-Hill

Project Management for Small Business, American Management Association 

Software Project Management for Dummies, For Dummies Publisher

The Lifelong Project, Amazon CreateSpace

Vampire ManagementWhy Your Job Sucks, Amazon CreateSpace

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