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Education Edge PMP PMBOK Week 3 Office Read – Project Scope Management

PMBOK Chapter 5 – Scope Knowledge Area

6 Processes

1.     Plan Scope Management (Planning)

2.     Collect Requirements (Planning)

3.     Define Scope (Planning)

4.     Create WBS (Planning)

5.     Control Scope (Monitoring and Controlling)

6.     Validate Scope (Monitoring and Controlling)


Collect Requirements

The process of defining and documenting stakeholders’ needs in the form of condition and capabilities to meet project objectives


Define Scope

The process of developing a detailed description of the project and product


Create WBS

The process of subdividing project deliverables and project work into smaller, more manageable components


Validate Scope

The process of formalizing acceptance of the completed project deliverables


Control Scope

The process of monitoring the status of the project and the product scope and managing changes to the scope baseline


Product Scope

The features and functions that characterize a product, service, or result


Project Scope

The work that needs to be accomplished to deliver a product, service, or result with the specified features and functions


Collect Requirements: Tools and Techniques

Interviews (most widely used), Focus Groups, Facilitated Workshops, Document Analysis, Prototyping, Observation, Requirement Workshops (most effective), Business Context Diagram, Surveys and Questionnaire


Stakeholder Register

Used to identify stakeholders that can provide information on detailed project requirements and management activities.



Voice Of the Customer


Nominal Group Technique

Enhances brainstorming with a voting process used to run ideas in order of usefulness


The Delphi Technique

A selected group of experts answers questionnaires and provide feedback


Idea/Mind Mapping

Ideas created through individual brainstorming are consolidated into a single map to reflect commonality and differences in understanding and generate new ideas


Affinity Diagram

Allows a large number od ideas to be sorted into groups for review and analysis



The largest block in a group decides even if a majority is not achieved


Requirements Management Plan

Documents how requirements will be analyzed, documented and managed throughout the project


Requirement Traceability Matrix

A table that links requirements to their origin and trace them throughout the project life cycle


Requirements Documentation

Describes how individual requirements meet the business need for the project



Subdivision of project deliverables into smaller, more manageable components


Work Package Level

The point at which the cost and activity durations for the work can be reliably estimated and managed


The 100% Rule

WBS represents all product and project work. Everything leads from the bottom-up and no extra work is left out


WBS Dictionary

A document that provides more detailed descriptions of the components of the WBS


Scope Baseline

Part of the Project Management Plan, includes: Project Scope Statement, WBS and WBS Dictionary


Validated Deliverables

Deliverables that have been completed and checked for correctness by the Perform Quality Control process


Accepted Deliverables

Deliverables that are formally signed off and approved by the customer or sponsor


Configuration Management Plan

Defines items that require formal change control and the process for controlling change to such items

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