Scope Management Plan: Project Management, Project Planning, Templates and Advice

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Project Management, project planning, templates and advice

<PROJECT NAME>
<PROJECT REFERENCE>

SCOPE MANAGEMENT PLAN

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SCOPE MANAGEMENT PLAN

DOCUMENT CONTROL

DOCUMENT INFORMATION

Information

Document Id [Document Management System #]

Document Owner [Owner Name]

Issue Date [Date]

Last Saved Date [Date]

File Name [Name]

DOCUMENT HISTORY

Version Issue Date Changes

[1.0] [Date] [Section, Page(s) and Text Revised]

DOCUMENT APPROV ALS

Role Name © Signature Date

Project Sponsor

Project Review Group

Project Manager ©

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SCOPE MANAGEMENT PLAN

Quality Manager

(if applicable)

Procurement Manager

(if applicable)

Communications Manager

(if applicable)

Project Office Manager

(if applicable)

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SCOPE MANAGEMENT PLAN

Table of Contents
<PROJECT NAME> ......................................................................................................................................................... I

<PROJECT REFERENCE>................................................................................................................................................ I

SCOPE MANAGEMENT PLAN ........................................................................................................................ I

DOCUMENT CONTROL................................................................................................................................. I
DOCUMENT INFORMATION ............................................................................................................................................... I

DOCUMENT HISTORY ...................................................................................................................................................... I

DOCUMENT APPROVALS ................................................................................................................................................. I

TEMPLATE GUIDE ...................................................................................................................................... 1

PREPARATION OF THE SCOPE DOCUMENT ..................................................................................... 2

WORK BREAKDOWN STRUCTURE (WBS) .................................................................................................... 2

WBS DICTIONARY ..................................................................................................................................... 2

SCOPE BASELINE MAINTENANCE................................................................................................................. 2

DELIVERABLE ACCEPTANCE ....................................................................................................................... 3

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SCOPE MANAGEMENT PLAN

TEMPLATE GUIDE
How to use this template

This is a guide to the common sections included in a Scope Management Plan. Sections may be
added, removed or amended to suit your project. Example tables, have been added (where relevant)
these are just a suggestion, you may decide to format these sections differently.

Text in Blue italics is designed to assist you in completing the template. Delete this text before sharing
the final document.

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SCOPE MANAGEMENT PLAN

PREPARATION OF THE SCOPE DOCUMENT


Describe the process that will be used for preparing a detailed scope statement. For example, outputs
from stakeholder workshops, a customer brief, tender documents e.g. request for proposal, pre-sales
business case or use cases.

WORK BREAKDOWN STRUCTURE (WBS)


Describe how the Work Breakdown Structure will be created from the Scope Statement. For example,
using top-down or bottom-up techniques and whether templates will be used. Include any standards
that will be used for example for the PMI ‘Practice Standard for Work Breakdown Structures’. Explain
what format(s) will be used to present the WBS for example a common tree structure, a tabular view
or a mind map (centralized tree structure).

WBS DICTIONARY
WBS Dictionaries holds additional detail for each component of the WBS. For example, a description
or definition of each component, a cost control number, and the resource or team responsible for the
WBS element.

Document the information that will be included in the WBS Dictionary in this section. This could
include a link to a template or a screenshot.

An example WBS Dictionary:

Level WBS Code Element Definition/Description Cost Responsible


Name Control team
Number

1 1 Speed boat All components and SB102 Custom build


WBS assembly required to team
build a speed boat.

2 1.1 Hull The internal network of SB102.H Custom build


frames that form the team
shape of the boat.

3 1.1.1 Hull shell Fiberglass shell around SB102.H Custom build


the hull team

SCOPE BASELINE MAINTENANCE


The Scope Baseline is the approved version of the scope statement, WBS and the WBS dictionary.
Describe how the scope baseline will be maintained. The PMBOK fifth edition states that the Scope
Baseline can only be changed through formal change control so you may describe or link to the
change control process here.

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SCOPE MANAGEMENT PLAN

DELIVERABLE ACCEPTANCE
Describe how the completed deliverables will be formally accepted by the end customer. For
example, completion of user acceptance testing, followed by project board review and issue of a
deliverable or milestone completion certificate.

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