
What Is Scope in Project Management?

Key Takeaways
Scope in project management refers to the defined boundaries of a project in terms of what work will be done, the objectives that will be achieved, and the deliverables that will be produced. It typically includes a detailed description of the project objectives, deliverables, tasks, and timelines.
Defining project scope is a key step in the project planning process and helps ensure that the project stays on track and meets its goals.
The project scope is typically defined by the project manager, in collaboration with key stakeholders such as the project sponsor, team members, and any external customers or clients.
The project manager is responsible for ensuring that the scope is clearly defined, realistic, and achievable within the given constraints such as budget and resources. The project team and stakeholders are also involved in the process, providing input and feedback to help shape the scope and ensure that it aligns with the overall project goals.
If there are any disagreements or misunderstandings about what constitutes the project’s scope, they should be resolved before moving forward with planning activities.
Project Scope Management Process
The project scope management process is a series of steps that are carried out to plan and control the work of a project. These steps include:
Define the Project Scope
The project scope defines the boundary of what is included in the project. It includes all the deliverables, activities, and resources required to complete the project.
The project scope should be defined in a way that is clear and unambiguous. In other words, should be easily understood and communicated to all stakeholders.
The best way to do this is by creating a document that clearly describes what will be included in the project scope and what will not be included.
This document is called a scope statement and it should be written using simple language so that anyone can understand it easily. It should also be detailed enough to avoid confusion when changes are made later on in the life cycle of the project.
Collect Project Requirements
Project requirements are the specifications that describe how a project will be built. They are usually written in a document called a requirements specification. This document should contain all of the details about what is expected from the project and how it will function once it’s completed.
The requirements can be collected through interviews, questionnaires, and surveys. What’s important is that they should be specific, measurable, attainable, relevant, and time-bound (SMART). It is also important to prioritize the requirements and establish a timeline for their completion.
The collecting requirements phase is a critical part of the project scope management process. It can be very difficult to manage a project without knowing what you are working toward, so it’s important to develop a clear understanding of what the client wants and needs.
Create a Work Breakdown Structure (WBS)
A Work Breakdown Structure (WBS) is a hierarchical decomposition of a project’s scope into smaller, more manageable components. It is a tool used in project scope management to define and organize the tasks and deliverables necessary to complete a project.
The purpose of a WBS is to provide a clear and detailed understanding of the project’s scope, goals, and objectives. It helps project managers and stakeholders identify and define the specific tasks and deliverables that need to be completed in order to successfully complete the project. The WBS also serves as a framework for organizing and tracking project progress, as well as identifying potential issues and risks.
The WBS is typically organized into three levels: Project Title, Control Accounts, and Work Packages/Activities.
The first level, Project Title, outlines the overall project goal and purpose. This level serves as the starting point for the WBS and sets the context for the rest of the structure.
The second level, Control Accounts, provides a summary of the project’s cost and schedule and serves as a reporting structure for the project manager. It is a high-level view of the project and provides information on how each cost center is performing. It also allows you to report progress against the project budget and schedule, identify variances, and make adjustments.
The third level, Work Packages and Activities, breaks down the project into smaller, more specific tasks. Work Packages are the next level of detail below the Control Accounts, and they represent the work to be done to complete a specific part of the project. Activities are the lowest level of the WBS and represent the smallest, most specific tasks required to complete the project.
Using a WBS, project managers can ensure that all necessary tasks and deliverables are identified and included in the project plan. It also helps to ensure that resources are allocated appropriately and that the project stays on schedule and within budget.
Validate Scope Process
The Validate Scope process is a project management process that confirms the scope of the project has been completed satisfactorily. This process includes formalizing acceptance of the project deliverables from the customer or sponsor, and ensuring that all project deliverables have met the acceptance criteria. It ensures that the project has met its objectives and that the customer or sponsor is satisfied with the outcome.
To validate scope, project managers can use a variety of techniques such as holding scope validation meetings with stakeholders, conducting inspections of project deliverables, and using formal sign-off processes for project deliverables.
Another way to validate scope is through user acceptance testing, where the final product or deliverable is tested by the intended end-users to verify that it meets their needs and requirements. This helps to identify any gaps or discrepancies between the project deliverables and the end-user needs.
Control Scope
Controlling the scope refers to the process of monitoring the progress of the project and ensuring that it stays aligned with the defined project scope.
It includes identifying and managing any changes or variances to the project’s scope and implementing measures to ensure that the project stays on track and within its defined boundaries.
It also includes monitoring and reporting on the project’s progress, and making adjustments as necessary to ensure that the project is completed within its defined timeframe, budget, and quality standards.
Project Scope Statement

A project scope statement is a document that defines the objectives, deliverables, and specific requirements of a project. It also outlines any constraints or limitations that may impact the project’s success.
The scope statement is used to guide the project team and to communicate with stakeholders about what the project will and will not include. It is typically developed during the planning phase of a project and serves as a foundation for the project schedule and budget.
The project scope statement should include the following information:
- Project purpose: What problem will this project solve? Why is it important to your organization?
- Goals and objectives of the project: What are you trying to accomplish? How will you measure success?
- Project requirements: What is required to complete the project?
- Project deliverables: What are the product or service outputs that constitute the successful completion of the project?
- The constraints: What other factors might affect whether or not the project can be completed successfully, such as funding, resources, time, and skill level of assigned personnel?
- The assumptions: What things do you expect will go right in order for this project to be successful? What things might go wrong and how will you handle them?
After the project scope statement, the next step in a project typically includes creating a project plan which outlines the specific tasks, milestones, and resources needed to complete the project successfully. This includes the project schedule, budget, and resource allocation.
Depending on the project, a project charter or project proposal may also be developed, which provides more detailed information about the project’s objectives and deliverables. After the planning stage, the project team begins executing the plan and monitoring progress to ensure that the project stays on track.
Challenges Associated With Scope Management
Scope management is an important aspect of project management, as it involves defining and controlling the goals, objectives, and deliverables of a project. However, there are several challenges that can arise when managing project scope.
One of the main challenges is scope creep, which occurs when additional work or requirements are added to a project without proper planning and approval. This can result in delays, increased costs, and a decrease in overall project quality. To prevent scope creep, it’s important to have clear and well-defined scope management processes in place, as well as effective communication and stakeholder management.
Another challenge is poor communication and lack of stakeholder involvement. If stakeholders are not properly engaged and informed, they may not understand the project’s goals and objectives, leading to confusion and potential scope changes. It’s crucial to have a clear and effective communication plan in place to keep all stakeholders informed and engaged throughout the project.
Lack of proper documentation and record keeping can also pose a challenge in scope management. Without accurate and up-to-date documentation, it can be difficult to track project progress, manage scope changes, and ensure that the project stays on track.
In Summary
For a project to succeed, it’s crucial to properly manage scope. This is especially true for large projects, where the cost of change can be considerable.
By identifying and documenting requirements at the outset, creating a project scope management plan that incorporates those requirements, and monitoring changes along the way, you can ensure that your project stays on track.