Managing Project Scope

Initiative & Project Management

IP260 | Length: 1-2 days | Credits: 14 PDUs | Talent Triangle – Strategic


The purpose of managing project scope is the definition and control of what work is required for the success of the project, and what work is not. The required work is the project scope, as opposed to the product scope, which consists of the features and functions of the final service or product.

This workshop provides participants with a clear five-step process for managing scope:

  • Plan Scope Management
  • Collect Requirements
  • Define Scope
  • Create WBS
  • Verify Scope
  • Control Scope

Participants learn practical techniques for each of these steps. Throughout the course the role of the project manager in the scope management process is examined.

Learning Objectives

Participants will learn how to:

  • Understand the importance of Project Scope
  • Define context and key concepts
  • Explain PMI®’s perspective
  • Define the project scope
  • Describe the project scope using a WBS
  • Manage scope throughout the project

Instructional Strategies

This workshop utilizes brief lectures, guided discussion, individual and team skills practice in situational case studies, and review exercises. At the end of each module, there is a review of key points and time set aside for participants to write down ideas and techniques they intend to implement back on the job.  Participants are encouraged to share experiences, ask questions, and participate in class discussions.


Current and aspiring project managers, sub-team leaders, and team members. Project clients, sponsors, and other stakeholders may also benefit.


None, although a course in project management basics is recommended.

Content Outline

Module 1: Project Scope Management Introduction

  • Purpose of Managing Project Scope
  • Definitions
  • Key Concepts and Context
  • Project Management Institute (PMI)®’s Perspective

Module 2: Collect Requirements

  • Collecting Requirements
  • Project Management Institute (PMI)® Definition
  • Stakeholders
  • Requirements Management Plan
  • Requirements Traceability Matrix

Module 3: Scope Definition

  • Challenges
  • Concepts
  • In/Out of Scope
  • Development of Scope Statement

Module 4: Create WBS

  • Benefits of WBS
  • WBS Process
  • Best Practices/Common Pitfalls

Module 5: Validate Scope

  • Principles
  • Process Steps
  • Difference between Verification Acceptance and Quality Control

Module 6:  Control Scope

  • Sources of Change
  • Change Control Process
  • Best Practices/Common Pitfalls

Module 7: Recap

  • Review of Key Points


PMI is a registered mark of the Project Management Institute, Inc.

Download Course PDF »