The Project Management Plan – Scope Management

Planning

The Project Management Plan defines how the project is executed, monitored, controlled and closed. The first component of the Project Management Plan is the Scope Management Plan.

The Scope Management Plan addresses the following:

• Defines how the Scope of Work will be created

• Defines what the Scope of Work will contain (Scope exclusions, process and physical scope, organizational scope, application scope, deliverables, Work Breakdown Structure aka WBS)

• Defines what constitutes the baseline Scope for change management purposes. This is not the actual Scope it is the sources of Scope (e.g. “The deliverables as listed in section x of document z and the approved WBS”)

• Includes a plan for change management: How change is requested, authorized, and documented

• Describes the process for getting approval for completed deliverables

• Reference the Project Charter for the priority of Scope in the triple constraints

The Project Management Plan – Overview

Planning

There are two main types of high level planning for a project: (1) The Project Management Plan; (2) The Project Activity Plan (aka The Project Plan). The Project Management Plan describes the approach for managing the project. The Project Activity Plan describes the work to be done to achieve the project objectives. This post addresses the Project Management Plan.

The Project Management Plan defines how the project is executed, monitored, controlled and closed. It addresses the management of scope, schedule, cost, quality, staffing, communications, risk, and procurement. Whenever matters of project procedure are in question, this document shall be the first source consulted.

This is a dynamic document and reflects the current thinking regarding the project approach based on what is known at this time. It is expected to be updated with new information as the project unfolds. Original and revised versions should be distributed to the entire project team.

The components of the Project Management Plan are:

  • Scope Management
  • Schedule Management
  • Budget Management
  • Staff Management
  • Communications Management
  • Risk Management
  • Procurement Management
  • Project Close Definition
  • Post-Project Audit Plan

In subsequent posts I will elaborate on each of these sections.

For large projects I highly recommend creating a Project Management Plan and sharing it with your sponsor and key stakeholders. This plan describes the “rules of engagement” for the project an will minimize assumptions and misunderstandings regarding project process. I have also found this to be very helpful if you are new to an organization. It is a way to document your understanding of the project management practices of that organization.