5th Edition PMBOK® Guide–Chapter 5: Process 5.1 Plan Scope Management


The first process in the Scope Management knowledge area, process 5.1 Plan Scope Management, has the object of creating the Scope Management Plan, which is the framework for all the other five processes from the Scope Management knowledge area.

The main input is the project charter, and by using the tools and techniques of consulting with knowledgeable individuals (expert judgment) and in groups (meetings), the two main outputs are the Scope Management Plan itself and the Requirements Management Plan.

Below is a table summarizing these inputs, tools & techniques, and outputs.

5.1 PLAN SCOPE MANAGEMENT
INPUTS
1. Project Management Plan (The PMBOK Guide mentions that some of the subsidiary plans of the Project Management Plan are used as inputs to create the Scope Management Plan, but unfortunately fails to mention which plans are used.)
2. Project Charter The high-level project description and product definition.
3. EEFs In particular, the

  • Organization’s culture
  • Infrastructure
  • Personnel administration
  • Marketplace conditions
4. OPAs There are two categories of OPAs, the first being policies and procedures, and the second being historical information and the lessons learned database.
TOOLS & TECHNIQUES
1. Expert judgment Any person with expertise in creating a Scope Management Plan.
2. Meetings Meetings to develop the Scope Management Plan involve stakeholders who are responsible for scope management.
OUTPUTS
1. Scope Management Plan Describes how the scope will be defined, developed, monitored, controlled, and verified (i.e., the contents of the other five scope management processes).
2. Requirements Management Plan Describes how requirements will be analyzed, documented and managed.

Before we go on to the next post, I will go into detail regarding three topics: a) the difference between the Project Statement of Work (SOW) and the Project Charter, b) the contents of the Scope Management Plan, and c) the contents of the Requirements Management Plan.

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2 Responses

  1. Hello,

    At the very end you have stated: “Before we go on to the next post, I will go into detail regarding three topics: a) the difference between the Project Statement of Work (SOW) and the Project Charter, b) the contents of the Scope Management Plan, and c) the contents of the Requirements Management Plan.”

    I tried to look for item ” b” but could not get it. I badly need it, please guide.

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