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Referenced from Ten Steps You Can Manage

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Scope Planning

Defining and managing the project scope influences the project’s overall success. Each project requires a careful balance of tools, data sources, methodologies, processes and procedures, and other factors to ensure that the effort expended on scoping activities is commensurate with the project’s size, complexity, and importance. For example, a critical project could merit formal, thorough, and time-intensive scoping activities, while a routine project could require substantially less documentation and scrutiny. The project management team documents these scope management decisions in the project scope management plan.

The project scope management plan is a planning tool describing how the team will define the project scope, develop the detailed project scope statement, define and develop the work breakdown structure, verify the project scope, and control the project scope.

The development of the project scope management plan and the detailing of the project scope begin with:

• the analysis of information contained in the project charter
• the preliminary project scope statement
• historical information contained in the organizational process assets
• and any relevant enterprise environmental factors

Figure 5-3. Scope Planning: Inputs, Tools & Techniques, and Outputs

Scope Planning: Inputs

1. Enterprise Environmental Factors
   • organization’s culture
   • infrastructure
   • tools
   • human resources
   • personnel policies
   • and marketplace conditions that could affect how project scope is managed
2. Organizational Process Assets
   • formal and informal policies
   • procedures
   • and guidelines that could impact how the project’s scope is managed.

   Those of particular interest to project scope planning include:

   • Organizational policies as they pertain to project scope planning and management
   • Organizational procedures related to project scope planning and management
   • Historical information about previous projects that may be located in the lessons learned knowledge base.
3. Project Charter
4. Preliminary Project Scope Statement
5. Project Management Plan

Scope Planning: Tools and Techniques

1. Expert Judgment

Expert judgment related to how equivalent projects have managed scope is used in developing the project scope management plan.

2. Templates, Forms, Standards

Templates could include work breakdown structure templates, scope management plan templates, and project scope change control forms.

Scope Planning: Outputs

1. Project Scope Management Plan

The project scope management plan provides guidance on how project scope will be defined, documented, verified, managed, and controlled by the project management team. The components of a project scope management plan include:

• A process to prepare a detailed project scope statement based upon the preliminary project scope statement
• A process that enables the creation of the WBS from the detailed project scope statement, and establishes how the WBS will be maintained and approved
• A process that specifies how formal verification and acceptance of the completed project deliverables will be obtained
• A process to control how requests for changes to the detailed project scope statement will be processed. This process is directly linked to the integrated change control process (Section 4.6).

A project scope management plan is contained in, or is a subsidiary of, the project management plan. The project scope management plan can be informal and broadly framed, or formal and highly detailed, based on the needs of the project.

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Referenced from Ten Steps You Can Manage