2.2 SCOPE MANAGEMENT PLAN The Scope Management Plan is part of the project management plan. It specifi es how the project scope will be defined, developed, monitored, controlled, and validated. Planning how to manage scope should include at least processes for:
• Developing a detailed scope statement
• Decomposing the project into discrete deliverables using a WBS
• Determining what constitutes a scope change versus a revision and how scope changes will be managed through the formal change control process
• Maintaining the WBS and the scope baseline
• How deliverables will be accepted

In addition, the Scope Management Plan may provide direction on the elements that should be contained in a WBS Dictionary and how the scope and requirements management plans interact. The Scope Management Plan can receive information from:
• Project Charter
• Project Management Plan It is related to:
• Requirements Management Plan It provides information to:
• Requirements Documentation
• Scope Statement
• WBS
• WBS Dictionary

The Scope Management Plan is an output from the process 5.1 Plan Scope Management in the PMBOK® Guide—Fifth Edition. You can use the element descriptions in Table 2.2 to assist you in developing a Scope Management Plan.

Tailoring Tips

Consider the following tips to help tailor the scope management plan to meet your needs:

• For smaller projects you can combine the scope management plan with the requirements managementplan.

• For larger projects consider a test and evaluation plan that defines how deliverables will be validatedand accepted by the customer.

• If your project involves business analysis you may want to incorporate information on how businessanalysis activities and project management activities will interact.

• If you are using an agile or adaptive development approach you may want to incorporate informationon the release and iteration plans.

Alignment

The scope management plan should be aligned and consistent with the following documents:

• Development approach

• Life cycle description

• Change management plan

• Requirements management plan

• Release and iteration plan

Description

You can use the descriptions in Table 2.3 to assist you in developing a scope management plan.

Table 2.3 Elements of the Scope Management Plan

Document Element                        Description

WBS                                            Describe the WBS and whether it will be arranged using phases, geography,

                                                   majordeliverables, or some other way. The guidelines for establishing control

                                                   accountsand work packages can also be documented in this section.

WBS Dictionary                             Identify the information that will be documented in the WBS Dictionary and

                                                   the level of detail required.

    Scope baseline maintenance          Identify the types of scope changes that will need to go through the formal

                                                       changecontrol process and how the scope baseline will be maintained.

   Deliverable acceptance                   For each deliverable, identify how the deliverable will be validated for

                                                       customer acceptance, including any tests or documentation needed for

                                                       sign-off.

   Scope and requirements                 Describe how project and product requirements will be addressed in the scope

   integration                                     statement and WBS. Identify the integration points and how requirements and

                                                       scope validation will occur.

   Project management and                Describe how business analysis and project management will integrate 

   business analysis integration           as scope is being defined, developed, tested, validated, and turned

                                                        over to operations.