Close Project: Outputs Close Project

5.1 Scope Planning

Defining and managing the project scope influences the project’s overall success. Each project requires a careful balance of tools, data sources, methodologies, processes and procedures, and other factors to ensure that the effort expended on scoping activities is commensurate with the project’s size, complexity, and importance. For example, a critical project could merit formal, thorough, and time- intensive scoping activities, while a routine project could require substantially less documentation and scrutiny. The project management team documents these scope management decisions in the project scope management plan. The project scope management plan is a planning tool describing how the team will define the project scope, develop the detailed project scope statement, define and develop the work breakdown structure, verify the project scope, and control the project scope. The development of the project scope management plan and the detailing of the project scope begin with the analysis of information contained in the project charter Section 4.1, the preliminary project scope statement Section 4.2, the latest approved version of the project management plan Section 4.3, historical information contained in the organizational process assets Section 4.1.1.4, and any relevant enterprise environmental factors Section 4.1.1.3. 5 Figure 5-3. Scope Planning: Inputs, Tools Techniques, and Outputs

5.1.1 Scope Planning:

Inputs .1 Enterprise Environmental Factors Enterprise environmental factors include items such as the organization’s culture, infrastructure, tools, human resources, personnel policies, and marketplace conditions that could affect how project scope is managed. .2 Organizational Process Assets Organizational process assets are the formal and informal policies, procedures, and guidelines that could impact how the project’s scope is managed. Those of particular interest to project scope planning include: A Guide to the Project Management Body of Knowledge PMBOK ® Guide Third Edition 2004 Project Management Institute, Four Campus Boulevard, Newtown Square, PA 19073-3299 USA 107 • Organizational policies as they pertain to project scope planning and management • Organizational procedures related to project scope planning and management • Historical information about previous projects that may be located in the lessons learned knowledge base. .3 Project Charter Described in Section 4.1. .4 Preliminary Project Scope Statement Described in Section 4.2. .5 Project Management Plan Described in the introduction to Section 4.3.

5.1.2 Scope Planning: Tools and Techniques

.1 Expert Judgment Expert judgment related to how equivalent projects have managed scope is used in developing the project scope management plan. .2 Templates, Forms, Standards Templates could include work breakdown structure templates, scope management plan templates, and project scope change control forms.

5.1.3 Scope Planning:

Outputs .1 Project Scope Management Plan The project scope management plan provides guidance on how project scope will be defined, documented, verified, managed, and controlled by the project management team. The components of a project scope management plan include: • A process to prepare a detailed project scope statement based upon the preliminary project scope statement • A process that enables the creation of the WBS from the detailed project scope statement, and establishes how the WBS will be maintained and approved • A process that specifies how formal verification and acceptance of the completed project deliverables will be obtained • A process to control how requests for changes to the detailed project scope statement will be processed. This process is directly linked to the integrated change control process Section 4.6. A project scope management plan is contained in, or is a subsidiary of, the project management plan. The project scope management plan can be informal and broadly framed, or formal and highly detailed, based on the needs of the project. A Guide to the Project Management Body of Knowledge PMBOK ® Guide Third Edition 108 2004 Project Management Institute, Four Campus Boulevard, Newtown Square, PA 19073-3299 USA

5.2 Scope Definition

The preparation of a detailed project scope statement is critical to project success and builds upon the major deliverables, assumptions, and constraints that are documented during project initiation in the preliminary project scope statement. During planning, the project scope is defined and described with greater specificity because more information about the project is known. Stakeholder needs, wants, and expectations are analyzed and converted into requirements. The assumptions and constraints are analyzed for completeness, with additional assumptions and constraints added as necessary. The project team and other stakeholders, who have additional insight into the preliminary project scope statement, can perform and prepare the analyses. 5 Figure 5-4. Scope Definition: Inputs, Tools Techniques, and Outputs

5.2.1 Scope Definition: Inputs

.1 Organizational Process Assets Described in Section 4.1.1.4. .2 Project Charter If a project charter is not used in a performing organization, then comparable information needs to be acquired or developed, and used to develop the detailed project scope statement. .3 Preliminary Project Scope Statement If a preliminary project scope statement is not used in a performing organization, then comparable information, including the product scope description, needs to be acquired or developed and used to develop the detailed project scope statement. .4 Project Scope Management Plan Described in Section 5.1.3.1. .5 Approved Change Requests Approved change requests Section 4.4 can cause a change to project scope, project quality, estimated costs, or project schedule. Changes are often identified and approved while the work of the project is ongoing. A Guide to the Project Management Body of Knowledge PMBOK ® Guide Third Edition 2004 Project Management Institute, Four Campus Boulevard, Newtown Square, PA 19073-3299 USA 109