Organization’s Name

Project Name:

Project Number:

Prepared By: Author’s Name Here

Last Revised On: (Insert Date)

 

This scope management plan is a component of the project management plan. It describes how the project scope will be developed, defined, monitored, controlled and verified.


Contents

Management Approach. 

Scope Development 

Scope Definition. 

Project Scope Statement 

Work Breakdown Structure (WBS) 

WBS Dictionary. 

Scope Validation. 

Scope Verification. 

Deliverables Acceptance. 

Scope Control 

Monitoring. 

Integrated Change Control Procedures. 

Assumptions. 

Issues. 

Risks. 

Plan Approval 

Attachments. 

  1. Project Scope Statement 
  2. Work Breakdowns Structure (WBS) 
  3. WBS Dictionary. 
  4. Change Request Form.
  5. Change Request Log. 
  6. Deliverables Acceptance and Rejection Log. 

  

Management Approach

The term “project scope” refers to the sum of all products, services and results that will be provided as the project.

The purpose of this scope management plan is to set forth the plans and procedures for defining, developing, monitoring, controlling, changing, implementing and verifying the project scope. It’s the intent of scope management to ensure the completion of all the work required, and only the work required, to complete the project successfully.

The project manager will assume overall responsibility for project scope management. The people listed below will assume the following scope management responsibilities:

 

Names /  Roles

Responsibilities

Project Manager

 

Project Sponsor

 

Project Team Lead

 

Project Team Members

 

 

 

 

 

 

Scope Development

 

Sources

The scope of this project is defined in the Scope Definition section, below. Development of the project scope began with an examination of the following sources:

  1. Project Charter
  2. Applicable codes, regulations, statutes and laws
  3. Stakeholders

Collect Project Requirements

The complete requirements gathering and definition process is described in the Requirements Management Plan and all known project requirements are set forth in the Requirements Traceability Matrix.  The Requirements Traceability Matrix is included in the Requirements Management Plan.

Scope Definition

The project scope baseline is comprised of the project scope statement, the work breakdown structure and the WBS dictionary, below.

  • Project Scope Statement
  • Work Breakdown Structure (WBS)
  • WBS Dictionary

 

Scope Validation

Scope validation refers to the process of verifying and formalizing acceptance of the completed project deliverables. A list of the project deliverables can be found in the project scope statement, included below in Attachment A and in the Deliverables Acceptance and Rejection Log included as Attachment F.

Scope Verification

Describe how the deliverables will be verified against the project scope.  To whom will the deliverables be first presented for inspection and verification? Does the quality management plan address quality control processes? Are the control quality processes performed before scope validation or are those two processes performed in parallel?

Will anyone else be involved in verifying the deliverables? What are their roles?

When will scope verification be performed? How will the verification of deliverables be tracked?

WBS ID

WBS Name

Deliverable

Verified By

Variance

Notes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deliverables Acceptance

Describe the manner in which project deliverables will be formally presented and accepted. Will they be presented at the end of each phase? Will they be presented at regular intervals? Who will present the project deliverables and to whom will they be presented?

Name / Role

Responsibility

 

Verifies the project deliverables

 

Presents the project deliverables

 

Reviews the project deliverables

 

Accepts or rejects the project deliverables

 

Accepted Deliverables


Describe the process for accepting the project deliverables. Will the project deliverables become accepted in writing? Is a deliverable acceptance document in place?

Acceptance and rejection of project deliverables can be tracked below in Attachment F, Deliverables Acceptance and Rejection Log.

 

Rejected Deliverables


Describe the process for rejecting the project deliverables. What happens to rejected deliverables?

Acceptance and rejection of project deliverables can be tracked below in Attachment F, Deliverables Acceptance and Rejection Log.

 

Scope Control

 

Controlling project scope is the process of monitoring the status of the project scope and managing changes to the scope baseline.

Monitoring

 

Who is responsible for monitoring the project scope to ensure the project remains within the scope baseline? What processes will be used?

Name

Scope Monitoring Activities

 

 

 

 

 

 

 

 

 

 

 

Work Performance Data

What work performance data will be captured? Who will track the number of change requests received? Who will track the number of deliverables completed?

Variance Analysis

Variance analysis is a technique used for determining the cause of any difference and the degree of any difference between the scope baseline and the actual performance.  Describe the processes for performing variance analysis. When is corrective or preventative action required? Does the quality management plan speak to allowable variances?

 

Integrated Change Control Procedures

Use the sections below to describe the change control procedures for the project.


Written Requests

All requests for change must be submitted in writing, on a Change Request Form.


A. Who May Submit Change Requests

The following people may initiate changes to the project scope:

1.   Project sponsor

  1. Project Manager
  2. Project team members
  3. Other project stakeholders

    B. Deliver To

All written requests for changes must be submitted to the project manager who will log and track each request on the Change Request Log.

Sizing

The project manager and select project team members will analyze the change requests for impact to schedule, cost and quality. Once the sizing is complete, the project manager will electronically submit each change request to all members of the change control board.

Change Control Board

Members of the change control board will evaluate each change request and decide whether it becomes approved, approved with modifications, rejected or deferred. Once a decision is reached, the change request is signed and emailed to the project manager for planning revisions and implementation.

 

The following people are members of the change control board:

Name

Role

Email

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. Approved

 

When a change request is approved, the project manager will track the approval on the change request log found in Attachment E, below. The project manager will also ensure implementation of the change, as it was submitted and approved.

Where implementation affects changes to the project management plan, the project manager will revise the plan and distribute notice of the revisions in accordance with the procedures set forth in the communication management plan.

  1. Approved With Modifications

When a change request is approved with modifications, the project manager will track the modified approval on the change request log found in Attachment E, below. The project manager will also ensure implementation of the change, as it is modified.

Where implementation affects changes to the project management plan, the project manager will revise the plan and distribute notice of the revisions in accordance with the procedures set forth in the communication management plan.

  1. Rejected

When a change request is rejected, the project manager will track the rejection on the change request log found in Attachment E, below and provide written notice of the rejection to the party who initiated the change. No further action will be taken.

  1. Deferred

When a change request is deferred, the project manager will track the deferred request on the change request log found in Attachment E, below. The project manager will also notify the party who initiated the change request.

No other action will be taken unless the change control board later approves, approves with modifications or rejects the change request.

 

Assumptions

 

While defining and managing project scope, it’s inevitable that assumptions will be made.  All assumptions regarding project scope will be documented here then transferred to the Risk Management Plan for further management.

Assumption

Date Transferred to Risk Management Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Issues

 

While defining and managing project scope, it’s inevitable that issues will be encountered.  All issues regarding project scope will be documented here then transferred to the Risk Management Plan for further management.

Issues

Date Transferred to Risk Management Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Risks

 

While defining and managing project scope, risk may be identified.  All risks regarding project scope will be documented here then transferred to the Risk Management Plan for further management.

Risks

Date Transferred to Risk Management Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Plan Approval

 

By signing below, I, __________________ in my capacity as Project Sponsor approve of this Scope Management Plan.

 

 

Full Name:                                                                                                   
Title:

 

_____________                                              ­              _________________               
Signature                                                                        Date Approved

 

 

Attachments

 

A.    Project Scope Statement

Attach project scope statement here.

B.    Work Breakdowns Structure (WBS) 

Attach the WBS here.

 

 C.    WBS Dictionary

 Attach the WBS dictionary here.

 

D.   Change Request Form

Attach the change request form here.

 

E.    Change Request Log

Attach the change request log here.


F.    Deliverables Acceptance and Rejection Log

 

WBS ID

Deliverable

Reviewed By

Accepted or Rejected

Notes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Tags: sample Scope Management Plan, sample Scope Management plan template, Scope Management Plan 

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