Main content

Project Management: Scope Tools & Techniques

Proper scope definition is critical to ensuring success in all areas of a project. Without a well-defined scope the development and definition of all of the other project elements are left to chance (e.g. Cost, Time, Quality). During the course of the project when change occurs, scope must be maintained to ensure appropriate project integration. The Scope Management processes and procedures must also be well-defined to prevent scope creep, cost overruns and missing schedule deadlines.

In this course, participants will learn techniques to more clearly define scope and create manageable scope management processes. Also, to be able to understand the importance of working closely with project integration and change control processes.

After completing this course, participants will be able to:

  • Develop a clear and concise scope statement
  • Define the work required to complete the project scope
  • Apply techniques to validate scope deliverables
  • Use the appropriate tools to control Scope throughout a project

Course Content


Lesson 1. Plan Scope Management

  • Create and document processes, procedures and framework to define project scope, measure outcomes and control scope throughout the project
  • Develop the contents of the Scope and Requirements Management Plans

Lesson 2. Collect Requirements

  • Identify requirements needed at all stages of a project organization and project Communication Channels
  • Recognize the different types of requirements

Lesson 3. Define Scope

  • Recognize the difference between a Project Charter and Project Scope Statement
  • Create a well-defined Project Scope Statement
  • Identify the differences between Project and Product Scope

Lesson 4. Create WBS

  • Utilize the proper guidelines to create a Work Breakdown Structure
  • Apply tools and techniques to create a Work Breakdown Structure

Lesson 5. Validate Scope

  • Apply pre-defined completion criteria to project deliverables
  • Utilize the tools and techniques for scope validation
  • Recognize the importance of scope validation and when it is performed

Lesson 6. Control Scope

  • Utilize the scope baseline to control project scope
  • Recognize how Change Control affects Control Scope processes