6th Edition PMBOK® Guide–Process 5.1 Plan Scope Management: Inputs

Before I go into the inputs for this first process in the Scope knowledge area, let me go over some key concepts that are described on p. 131-133

Product scope vs. project scope

The product scope refers to the features and functions that characterize a product, service, or a result, whereas the project scope refers to the work performed to deliver that product, service, or result.

Life cycle–predictive and adaptive

The life cycle is the approach you take when planning and managing the scope of the project. A traditional or predictive life cycle is, as the name implies, one where the scope is defined at the beginning of the project.   In an adaptive or agile cycle, the overall scope is decomposed into a prioritized set of requirements (the product scope) and work to be performed (the project scope) called the product backlog .   At the beginning of each iteration, the team will work to determine how many of the highest-priority remaining items on the product backlog can be determined during the next iteration.

Another important difference between the predictive and the adaptive life cycle is the  process of Validate Scope.   This is the process where the customer is shown the deliverables and formally signs off and approves them.   In a predictive life cycle, this is done at the end of the project when the final deliverable is completed, whereas in an adaptive life cycle, it is done at the end of each iteration.


Project management is increasingly focused nowadays on the management of stakeholder requirements.   Business analysis is the role that comes up with business requirements, and although a project manager may not have to create documents such as the business case, it is important than the project manager understand them.   Why?  Because if conditions change such that the assumptions embedded in the business case are no longer valid, the justification for the project’s continuance may no longer exist.

Now let’s talk about inputs to this process

5.1.1 Plan Scope Management:  Inputs  Project Charter

The parts of the project charter that are relevant to scope management are:

  • Project purpose
  • High-level project description
  • Assumptions
  • Constraints (budget, schedule, or others)
  • High-level requirements Project Management Plan

Components of the project management plan that are relevant include the project life cycle description and development approach (predictive, incremental, or adaptive/agile), as well as the quality management plan.   The scope covers the completeness of the work, but quality covers the correctness of the work. Enterprise Environmental Factors

An organization’s culture and infrastructure are among the factors that can affect the management of scope. Organizational Process Assets

An organization’s policies and procedures are important for any management plan, and  historical information and lessons learned repositories may help guide the development of the scope of the project if it is similar to one done in the past.

The next post will cover the tools & techniques of this process.








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