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5.2 Scope Planning

Introduction

Scope planning is the process of developing a written scope statement as the basis for future project decisions including, in particular, the criteria used to determine if the project or phase has been completed successfully.

It forms the basis for an agreement between the project team and the project customer by identifying both project objectives and major project deliverables.

 

5.2.1 Inputs

  1. Product description
  2. Project charter
  3. Constraints
  4. Assumptions

5.2.2 Tools & Techniques

  1. Product analysis
  2. Benefit/cost analysis
  3. Alternatives identification
  4. Expert judgement

5.2.3 Outputs

  1. Scope statement
  2. Supporting detail
  3. Scope management plan

 

 

 

 

 

 


5.2.2 Scope Planning - Tools and Techniques

5.2.2.1 Product analysis

It involves developing a better understanding of the product of the project by using:

 

5.2.2.2 Benefit/cost analysis

This involves estimating tangible and intangible costs and benefits of various project alternatives and then using financial measures such as ROI or payback to assess their relative desirability.

 

5.2.2.3 Alternatives identification

Other techniques eg brainstorming and lateral thinking.

 

5.2.2.4 Expert judgement

Also used in Initiation.

 

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5.2.3 Scope Planning - Outputs

5.2.3.1 Scope statement

The scope statement provides a documented basis for making future project decisions and for confirming or developing common understanding of project scope among stakeholders. This should include

 

5.2.3.2 Supporting Detail

Supporting detail for the scope statement should always include documentation of all identified assumptions and constraints. This maye be used to facilitate other project management processes.

 

5.2.3.3 Scope management plan

This describes how project scope will be managed and integrated. It should include:

The scope management plan may be formal or informal, detailed or broadly framed based on needs of the project. It is a subsidiary element of the overall project plan.

 

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