Project Management/Scope Statement

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Scope Statement

Objectives and Skills[edit]

Objectives and skills for the scope statement portion of Project+ PK0-004 certification include:[1]

  • Given a scenario, predict the impact of various constraint variables and influences throughout the project.
    • Common constraints
      • Budget
      • Scope
      • Deliverables
      • Quality
      • Environment
      • Resources
      • Requirements
      • Scheduling
    • Influences
      • Change request
      • Scope creep
      • Constraint reprioritization
      • Interaction between constraints
      • Stakeholders/sponsors/management
      • Other projects

Readings[edit]

  1. Wikipedia: Scope statement
  2. Wikipedia: Scope (project management)
  3. Wikipedia: Performance indicator
  4. Simplilearn: Importance of Scope Management
  5. PMStudyCircle: Assumptions and Constraints in Project Management
  6. ProjectManagementSkills: The Project Scope Statement
  7. Simplilearn: Importance of Having Clearly Defined Acceptance Criteria

Multimedia[edit]

  1. YouTube: What is Project Scope Management?
  2. YouTube: Scope Management
  3. YouTube: Importance of Scope in Project Management
  4. YouTube: Scope: Defining Objectives
  5. YouTube: Assumptions and Constraints
  6. YouTube: Introduction to Key Performance Indicators
  7. YouTube: How to write Acceptance Criteria

Activities[edit]

In the following activities, you will learn about the steps to creating a scope statement.

  1. Read Project Scope Management and its importance
    • Why is Scope important in Project Management?
    • What are some common issues involved with Scope Management?
    • Which project processes are part of Project Scope Management?
  2. Watch: Scope Definition the Easy Way, and write down what reports need to be prepared in order to efficiently plan a project and its scope.
  3. After reading Assumptions and Constraints in Project Managment, explain the following:
    • Name the two types of constraints and how they differ?
    • Write down two examples of each type of constraint that will affect you and your project.
  4. Read about Key Performance Indicators and write down three ways you will measure the progress and success of the project.
  5. Watch Project Scope: Defining Objectives. Project Objectives must be clear, concise and measurable. Review the objectives associated with your project and determine if there is a way to measure the success.
  6. After watching: How to Baseline a Project Scope, explain the following:
    • What is Baseline and how to do it?
    • How is baseline related to scope?
  7. Read Design Academy: Writing a Project Scope Statement and use the tips to write a scope statement for the project you are working on now.

Lesson Summary[edit]

  • A performance indicator or key performance indicator (KPI) is a type of performance measurement. KPIs evaluate the success of an organization or of a particular activity in which it engages. KPI's define a set of values against which to measure.[2]
  • The scope statement details the project deliverables and describes the major objectives.[3]
  • The scope of a project is the clear identification of the work that is required to successfully complete or deliver a project.[4]
  • 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.[5]
  • 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.[6]
  • The boundaries of a project are the reasonable limits of project work to determine what is included in the project and what’s not.[7]
  • The scope statement will also help make sure all key stakeholders are on the same page. By setting proper expectations with your stakeholders you can reduce the chances of misunderstandings arising later and possibly derailing the entire project.[8]
  • The assumptions and constraints can be identified and documented throughout the project’s life cycle. These parameters play an important role during the planning process.[9]
  • Constraints are limitations imposed on the project, such as the limitation of cost, schedule, or resources, and you have to work within the boundaries restricted by these constraints. All projects have constraints, which are defined at the beginning of the project.[10]
  • The PMBOK Guide recognizes six project constraints: scope, quality, schedule, budget, resource and risk. Out of these six, scope, schedule, and budget are collectively known as the triple constraints.[11]
  • An assumption is a belief of what you assume to be true in the future. You make assumptions based on your knowledge, experience or the information available on hand. These are anticipated events or circumstances that are expected to happen during your project’s life cycle.[12]
  • Acceptance criteria are those criteria, including performance requirements and essential conditions, which must be met before project deliverables are accepted (PMBOK® Guide V4). They set out the specific circumstances under which the user will accept the final output of the project. They are criteria against which we can measure, achieve, and prove to our clients that our work is complete.[13]
  • The validate scope process is performed by the project manager with the client after the deliverable or the product is completed. The purpose of this process is to ensure that the client accepts the product formally.[14]

Key Terms[edit]

benchmarking
Benchmarking is comparing one's business processes and performance metrics to industry bests and best practices from other companies. Dimensions typically measured are quality, time and cost.[15]
key performance indicator
A performance indicator or key performance indicator (KPI) is a type of performance measurement. KPIs evaluate the success of an organization or of a particular activity in which it engages.[16]
product scope
The features and functions that characterize a product, service, or result.[17]
project scope
The work that needs to be accomplished to deliver a product, service, or result with the specified features and functions.[18]
project scope management
Project Scope Management refers to the set of processes that ensure a project's scope is defined and mapped accurately.[19]
project scope statement
A project scope statement is a useful tool to outline the project’s deliverables and identify the constraints, assumptions and key success factors. The well-written scope statement clearly defines the boundaries of a project.[20]
requirements management
The purpose of requirements management is to ensure that an organization documents, verifies, and meets the needs and expectations of its customers and internal or external stakeholders.[21]
scope baseline
The scope baseline consists of the project scope statement, WBS, and WBS dictionary.[22]
scope creep
Scope creep in project management refers to changes, continuous or uncontrolled growth in a project’s scope, at any point after the project begins. This can occur when the scope of a project is not properly defined, documented, or controlled.[23]
scope validation
A project manager implements the Validate Scope process to obtain written confirmation—formal sign-off—from all of the stakeholders that the deliverables match the requirements and the Project Management plan—formal acceptance.[24]
work breakdown structure (WBS)
A hierarchical decomposition of the total scope of work to be carried out by the project team to accomplish the project objectives and create the required deliverables.[25]

Review Questions[edit]

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Click on a question to see the answer.
  1. A performance indicator or key performance indicator (KPI) is a type of performance ______.
    A performance indicator or key performance indicator (KPI) is a type of performance measurement.
  2. The scope ___________ details the project deliverables and describes the major objectives.
    The scope statement details the project deliverables and describes the major objectives.
  3. The ______ of a project is the clear identification of the work that is required to successfully complete or deliver a project.
    The scope of a project is the clear identification of the work that is required to successfully complete or deliver a project.
  4. 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 ______ and within ______.
    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.
  5. The documentation of the scope of the project will explain the ______ of the project, establish the ______ of each member of the team and set up ______ for how work that is completed will be verified and approved.
    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.
  6. The boundaries of a project are the reasonable limits of project ______ to determine what is included in the project and what’s not.
    The boundaries of a project are the reasonable limits of project work to determine what is included in the project and what’s not.
  7. The scope statement will also help make sure all key ______ are on the same page.
    The scope statement will also help make sure all key stakeholders are on the same page.
  8. The ______ and ______ can be identified and documented throughout the project’s life cycle.
    The assumptions and constraints can be identified and documented throughout the project’s life cycle.
  9. Constraints are ______ imposed on the project and you have to work within the boundaries restricted by these constraints.
    Constraints are limitations imposed on the project and you have to work within the boundaries restricted by these constraints.
  10. The PMBOK Guide recognizes six project constraints: ______, ______, ______, ______, ______, and ______.
    The PMBOK Guide recognizes six project constraints: scope, quality, schedule, budget, resource and risk.
  11. Scope, schedule, and budget are collectively known as the ______ constraints.
    Scope, schedule, and budget are collectively known as the triple constraints.
  12. An assumption is a belief of what you assume to be ______ in the future.
    An assumption is a belief of what you assume to be true in the future.
  13. ______ criteria are those criteria, including performance requirements and essential conditions, which must be met before project deliverables are accepted
    Acceptance criteria are those criteria, including performance requirements and essential conditions, which must be met before project deliverables are accepted
  14. The ______ scope process is performed by the project manager with the client after the deliverable or the product is completed.
    The validate scope process is performed by the project manager with the client after the deliverable or the product is completed.

Assessments[edit]

See Also[edit]

  1. How to Write a Project Scope Statement
  2. Preliminary Project Scope Statement
  3. Wikipedia: Project Management Body of Knowledge
  4. YouTube: Project Scope Statement
  5. What is Project Scope
  6. Project Management Skills fro New and Aspiring Project Manager: The Project Scope Statement

References[edit]

Nuvola apps edu miscellaneous.svg Type classification: this is a lesson resource.
  1. CompTIA: Project+ Certification Exam Objectives: PK0-004
  2. https://en.wikipedia.org/wiki/Performance_indicator
  3. https://en.wikipedia.org/wiki/Scope_statement
  4. https://www.simplilearn.com/project-scope-management-importance-rar89-article
  5. https://www.simplilearn.com/project-scope-management-importance-rar89-article
  6. https://www.simplilearn.com/project-scope-management-importance-rar89-article
  7. http://www.mymanagementguide.com/project-boundaries-identification/
  8. http://www.project-management-skills.com/project-scope-statement.html
  9. https://pmstudycircle.com/2012/10/assumptions-and-constraints-in-project-management/
  10. https://pmstudycircle.com/2012/10/assumptions-and-constraints-in-project-management/
  11. https://pmstudycircle.com/2012/10/assumptions-and-constraints-in-project-management/
  12. https://pmstudycircle.com/2012/10/assumptions-and-constraints-in-project-management/
  13. https://www.simplilearn.com/importance-of-having-clearly-defined-acceptance-criteria-in-projects-article
  14. https://pmstudycircle.com/2014/09/control-quality-versus-validate-scope/
  15. https://en.wikipedia.org/wiki/Benchmarking
  16. https://en.wikipedia.org/wiki/Performance_indicator
  17. https://en.wikipedia.org/wiki/Scope_%28project_management%29
  18. https://en.wikipedia.org/wiki/Scope_%28project_management%29
  19. https://www.simplilearn.com/project-scope-management-importance-rar89-article
  20. https://www.mindgenius.com/resources/documents/process-improvement/project-scope-statement-with-mindgenius.aspx
  21. https://en.wikipedia.org/wiki/Requirements_management
  22. http://www.projectscope.net/
  23. https://en.wikipedia.org/wiki/Scope_creep
  24. https://en.wikibooks.org/wiki/Project_Management/PMBOK/Scope_Management
  25. https://en.wikipedia.org/wiki/Work_breakdown_structure