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Private - Best Practices for Defining Project Scope (1 Day)
About course

This course will cover the importance of defining project requirements and scope along with integrating all project elements into a concise plan that can be managed and controlled. The Integration and Scope Management processes from the PMI® A Guide to the Project Management Body of Knowledge (PMBOK® Guide) --Fifth Editions, will be reviewed including inputs, key tools and techniques, and outputs. 

The value of the Project Charter will be explained along with the typical components included in the document. Types of project requirements will be reviewed, plus common methods for gathering requirements. Defining project scope with a Work Breakdown Structure (WBS) will be described including structure and number of WBS levels based on project size. The typical components of the Project Management Plan will be reviewed. Change management will be a major topic including types of change, the change process and templates, and challenges in using change management. 

This course includes multiple exercises to allow attendees to practice the course concepts. The proven best practices covered in this course will prepare you to immediately start implementing proven techniques for defining and managing the scope of your projects.

Who should attend

This course will help Program and Project Managers; Business Analysts, and project team members improve their ability to define the project scope and integrate all project elements into an efficient plan.

Course features

As a result of taking this course, attendees will be able to:

  • Prepare a Project Charter
  • Develop a list of requirements for a project
  • Define the project scope using a WBS
  • Prepare a Project Management Plan
  • Utilize a change management process 
  • Explain the typical closeout items on a project
Course outline

Module 1: Scope and Integration Overview  

  • Importance of Requirements and Scope
  • Scope Management Processes
  • Integration Management Processes


Module 2: Project Charter

  • Reasons for Projects
  • Project Charter Components


Module 3: Project Requirements

  • Understanding Requirements
  • Types of Requirements
  • Requirements Considerations
  • Requirements Traceability
  • Exercise 1: Develop  a Project Charter
  • Exercise 2: Determine Project Requirements 


Module 4: Scope Definition

  • Project Scope Statement 
  • Work Breakdown Structure (WBS) Development
  • Exercise 3: Create Project WBS


Module 5: Project Management Plan

  • Typical Plan Components 
  • ‘Fit-for-Use’ Project Plans
  • Agile Project Plans
  • Direct and Manage Project Work
  • Monitor and Control Project Work


Module 6: Change Management  

  • What is Change Management?
  • When Change Management is Done
  • Change Process, Request Form and Log
  • Contingency Drawdown
  • Change Management Challenges
  • Exercise 4: Decide on Change Order Resolution


Module 7: Project Closeout   

  • Close Project or Phase
  • Lessons Learned
  • Value Achievement
Course information
Duration: 7 hours
Earn: 7 PDUs
Delivery Method: Virtual or Traditional Classroom
Knowledge areas addressed

This course addresses the following knowledge areas identified by PMI® in A Guide to the Project Management Body of Knowledge (PMBOK® Guide) --Fifth Edition:

  • Scope Management 
  • Integration Management