Scope Management Plan
What is a Scope Management Plan?
A scope management plan is a document that outlines how a project’s scope will be defined, validated, and controlled. It provides a structured approach to ensure all work required—and only the work required—is included in the project. This plan serves as a guide for managing scope throughout the project lifecycle, helping project teams avoid scope creep and stay aligned with stakeholder expectations. It is typically developed during the planning phase and becomes part of the larger project management plan.
A well-prepared scope management plan includes processes for collecting requirements, defining the scope, creating a work breakdown structure (WBS), validating deliverables, and managing changes to the scope. It also identifies roles and responsibilities, approval procedures, and tools or techniques that project teams will use to control scope. This document is especially valuable for large or complex projects where clarity and alignment are critical to success.
Key Points
- Provides a formal framework for defining and managing the project scope.
- Helps prevent scope creep by controlling unauthorized changes.
- Supports clear communication between stakeholders and project teams.
- Establishes procedures for validating completed work against scope requirements.
- Acts as a reference document throughout the project lifecycle.
Related Terms
- A project charter provides the initial high-level description of the project’s purpose and scope before the project manager develops the detailed scope plan.
- The work breakdown structure (WBS) is a key output of scope planning, breaking down project deliverables into manageable sections.
- Scope creep refers to uncontrolled changes or additions to the project scope that occur without proper approval.
- A requirements management plan outlines how the project team will gather and maintain stakeholder needs and requirements.
- The change control process outlines how the project team will evaluate and approve any modifications to the project scope.
Scope Management Plan: Example
For a residential construction project, the scope management plan may detail how the team will gather client requirements, including the number of rooms, materials, and design features. It would define how the project team will document this scope, create a WBS, and validate each deliverable against the client’s expectations. If the client later requests an extra bathroom, the plan would specify how to evaluate and approve the change.
Scope Management Plan: Best Practices
- Involve key stakeholders early to gather complete and accurate requirements.
- Use a detailed WBS to ensure all scope elements are clearly defined.
- Regularly review the scope with stakeholders to confirm alignment.
- Establish a clear process for approving scope changes.
- Document all changes and communicate their impact on time, cost, and resources promptly.
Additional Resources
Preparing for a PMI certification?
- Exam Prep Courses: PMP®, CAPM®, and PMI-ACP®
- Exam Simulators: PMP®, CAPM®, PMI-ACP®, PMI-PBA®, PMI-RMP®, PMI-SP®, PgMP®, and PfMP®
- Professional Development Units (PDUs): 15, 30, and 60 PDU Bundles