Project Scope Management refers to the set of processes that ensure a project's scope is defined and mapped accurately. Scope Management techniques allow project managers and supervisors to allocate just the right amount of work necessary to complete a project successfully. It is primarily concerned with controlling what is and what is not part of the project's scope.
Scope refers to the detailed set of deliverables or features of a project. These deliverables are derived from a project’s requirements.
PMBOK® defines Project Scope as the "The work that needs to be accomplished to deliver a product, service, or result with the specified features and functions."
The definition of Scope follows from the decision of setting out the work to be completed during the lifecycle of a project. Included in this is also the identification of work that will not be counted in the ongoing round of the service/product development.
The 3 Facets of Scope Management
Three processes form part of Project Scope Management - planning, controlling, and closing.
The planning process is when an attempt is made to capture and define the work that needs competition.
The controlling and monitoring processes are concerned with documenting tracking, scope creep, tracking, and disapproving/ approving project changes.
The final process, closing, includes an audit of the project deliverables and an assessment of the outcomes against the original plan.
The Scope Statement
The scope of a project is the clear identification of the work that is required to successfully complete or deliver a project. One of the project manager’s responsibilities is to ensure that only the required work (the scope) will be performed and that each of the deliverables can be completed in the allotted time and within budget.
The documentation of the scope of the project will explain the boundaries of the project, establish the responsibilities of each member of the team and set up procedures for how work that is completed will be verified and approved. This documentation may be referred to as the scope statement, or the statement of work, or the terms of reference.
Steps Involved in Project Scope Management
As a project manager, you'll need to define project scope no matter what methodology you choose to use.
A systematic process to capture, define, and monitor scope follows.
Step #1 - Define the needs
Defining the needs of the project is the first step toward the establishment of a project timeline, allocation of project resources and setting project goals. Only with these steps defined will you be able to understand the work that needs to be done – in other words, the scope of the project needs to be defined. Once that is done, team members can be allocated tasks, and provided direction to deliver a project in the given time and budget.
Step #2 - Understand the Project Objectives
To define the project scope, it is important to first establish the objectives of the project, which may include a new product, creating a new service within the organization, or developing a new piece of software. There are a number of objectives that could be central to a project and it becomes the role of the project manager to ensure that the team delivers that result according to the specified features or functions.
How do you define the project scope?
The resources and work that goes into the creation of a product or service is essentially what defines the scope of the project. The scope generally outlines the goals to be met to achieve a satisfactory result. It is important for project managers to understand how to define the scope of the project.
Steps for defining the scope of a project
To define the scope of the project, it is important to identify the following:
Once these parameters are established, the limitations and parameters of the project need to be clarified and the aspects that are not to be included in the project identified. When doing this, the project scope will make clear to the stakeholders, senior management, and team members what will and will not be included in the final product or service.
Along with this, the scope of the project must have a tangible objective for the organization that is undertaking the project. This is integral for the scope of the project, since it will play a vital role in how project methodologies are applied to complete it.
The Project Scope Management Processes
Plan Scope Management:
This is the first process in the Project Scope management process. PMBOK® Guide, Fifth Edition, adds several processes to separate the initial planning activities from other activities. This process creates the scope management plan. The scope management plan describes the project scope and documents how it will be further defined, validated, and controlled.
The table below shows the Inputs, Tools and Techniques, and Outputs of the Plan Scope Management Process.
The Scope management plan covers how the scope will be defined, validated, and controlled. It also includes information on preventing or dealing with scope creep, handling of change requests, the escalation path for any disagreement on the scope elements between stakeholders, the process for the creation of the scope statement, the WBS, and how the deliverables will be accepted.
This process involves the documentation of the stakeholders' needs with the stated intent of meeting the project's objectives. In this process, managers use several techniques and tools for collecting project requirements from stakeholders. The process attempts to leave no stone unturned, resulting in an in-depth list of project requirements. If this process if performed thoroughly and correctly, it eliminates the possibility of nasty surprises as the project moves toward completion.
The table below shows the Inputs, Tools and Techniques, and the Outputs of the Collect Requirements process.
This process involves the preparation of a detailed description of the project and its major deliverables.
The scope clearly states what the project is supposed to achieve and what it cannot accomplish. The supporting documents are reviewed to ensure that the project will deliver work in line with the stated goals. The scope that results will then state the stakeholders' needs and communicate the expectations for the performance of the project.
The table below shows the Inputs, Tools and Techniques and the Outputs of the Defining process.
Create Work Breakdown Structure (WBS)
The Work Breakdown Structure (WBS) is an important element of the Scope management process and the PMI® lays great emphasis on this as many project maangers often skip this step, leading to inaccurate plans. The WBS provides the project manager and his team with the opportunity to break down a high-level scope statement to smaller, manageable units of work, called work packages. The resulting WBS should provide a complete list of all work packages required to complete the project
The table below shows the Inputs, Tools and Techniques and the Outputs of the WBS process.
The Validate Scope process focuses mainly on customer acceptance. It is when the project customer formally accepts all the project deliverables. This process occurs at the end of each phase. During the process, the customer gives their feedback on the work that was performed.
The table below shows the Inputs, Tools and Techniques and the Outputs of the Scope Verification process.
The Scope Conrol process involves the monitoring of the status of the project and management of changes to the scope.
This process involves the assessment of additional requirements from the customer or proactively overlooking the project scope. Managers will measure the work product against the scope baseline to ensure that the project stays on track to prevent any unnecessary changes.
The table above shows the Inputs, Tools and Techniques and the Outputs of the Scope Control process.
Common problems with Project Scope Management to avoid
Often, when performing Scope Management, project managers bump into issues along the way. The problems that may arise when defining and documenting Project Scope are:
Ambiguity: Ambiguity in scope often leads to unnecessary work and confusion. To avoid this, the scope needs to be clearly defined and to the point.
Incomplete definition: Incomplete scopes lead to schedule slips which lead to cost overruns. To avoid this, the scope needs to be complete and accurate.
Transience: Transient scopes lead to scope creep which is the primary cause of late deliveries and "never ending" projects. To avoid this, the scope document needs to be finalized and remain unaltered for the duration of the project.
Un-collaborative scope: A scope that is not collaboratively prepared causes misinterpretations in requirements and design. To avoid this, the scope document should be shared with all stakeholders at every step of the scope definition process.
Why project managers need Scope Management
Effective scope management requires good and clear communication, as this ensures that members on the team understand the scope of the project while agreeing on how the project goals will be met.
Scope management helps avoid the challenges that a project might face with bloating scope and an unruly requirements list. Project scope clearly sets out what is or is not included in the project, and controls what gets added or removed as the project is executed. Scope management establishes control mechanisms to address factors that may result in changes during the project life-cycle.
Without defining the project scope, the cost or time that the project will take up cannot be estimated. At times, due to a lack of communication, scope may need to change. This directly affects the cost and disturbs the schedule of the project, causing losses.
Scope management is not difficult to implement rigorously. It does, however, require some effort, time and patience. It's well worth the investment. With proper scope management, it is easy to specify a clear scope and to deliver the project with minimal overruns.
Successful Scope Management is a function of strategic management actions and utilizing suitable tools that extend human thinking and aid in the definition scope at a fairly low level of granularity.
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About the Author
A project management and digital marketing knowledge manager, Avantika’s area of interest is project design and analysis for digital marketing, data science, and analytics companies. With a degree in journalism, she also covers the latest trends in the industry, and is a passionate writer.