Detailed Project Scope Management Plan Template for Success

This document is a comprehensive Project Scope Management Plan template designed to guide users through the process of defining, managing, and controlling the scope of a project. It covers the six key processes within the PMBOK® framework: Plan Scope Management, Collect Requirements, Define Scope, Create WBS, Validate Scope, and Control Scope. The template includes sections for project details, scope management approach, roles and responsibilities, scope definition, work breakdown structure (WBS), scope validation, and scope control. It also provides appendices for version history, glossary of terms, documentation references, and reporting requirements. The plan emphasizes the importance of clear communication, defined deliverables, and structured processes to ensure project success and avoid scope creep. The template guides users in creating a detailed scope statement, defining acceptance criteria, and managing changes throughout the project lifecycle. It also details the WBS, which breaks down the scope into manageable work packages, and explains the validation and control processes to ensure that the project stays on track and delivers the intended results.

PROJECT SCOPE MANAGEMENT PLAN T EM PL AT E
This template guides you through each stage of preparing an effective scope management plan that ensures success. With this plan you clearly
state the exact work that need to be done and schedules to attain the project objective. There are six processes to scope management within the
PMBOK® framework .
• 5.1 Plan scope management
• 5.2 Collect requirements
• 5.3 Define scope
• 5.4 Create WBS (Work Breakdown St ruc t ure)
• 5.5 Validate scope
• 5.6 Control S cope
A critical part of project management is the ability to manage the project scope from its inception through to sign-off. This template is designed t o
enable you to produce an effective Scope Management plan. All essential details and descriptions of what the exact nature of the project is are
contained in this management plan. It also defines how end user requirements will be translated into deliverables and their associated workable
chunks.
This plan ensures that everyone has a common and thorough understanding of the projects overall objective and how this need will be met. It
defines the role and responsibility of every individual linked to the project and the communication that must occur between different parties t o
ensure it success .
FRONT C OVER DESCRIPTION: this page details the typical items found on the cover of scope management plan. Amend i t s
contents to reflect the needs of your specific project and organization’s cul t ure .
Displays a top-level summary o f
essential information relating t o
the Scope Management P lan .
• Project Manager is listed as its author along with their contact details. In some organizations the P rojec t
Sponsor may also be co-author f this plan
• Project Name that this plan relates t o .
• Version of Scope Management P lan
– Version history will be shown in relevant appendix .
• Approval :
– Lists the names and job titles of each person who as given approval and sign-off of this plan.
– The date and version they have approved accompany their signa t ure .
• Circulation List of who (name, location & organization) has received stated version .
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Pro j ect Managing Sucessful
Business project
Working T i t l e:
Project Descr i pt i on: managing sucessful business projects Vers i on:
Date:
Project Contact te l :
Sponsor: ema il :
Plan Contact te l :
Author: ema il :
Organ i zat i on: Rolex SA
SCOPE MANAGEMENT PLAN APPROVAL
Printed Name & Job Title Project Role Signature Date Approved
Project Sponsor
CIRCULATED TO :
-
-
-
-
-
-
-
-
-
-
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INTRODUCTION – this section of the scope management plan describes the process that will be undertaken to ensure that only the work required to
deliver the service or product is completed and any other work is excluded from the project’s scope. It describes how the scope of the project will be
defined, developed and validated along with the roles and responsibilities of individuals as they relate to scope management. It also describes the
process that will be used to control and manage the scope during its lifespan, so that project creep can be avoided .
SCOPE MANAGEMENT APPROACH – this section summarizes the scope management approach that will be wised for the project. It defines who has
overall responsible and has authority for this area as well as what documents and measures will firstly define and then validate the scope. It
describes the entire change request process .
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ROLES & R ESPONSIBILITIES – this section of the plan lists the names, contact details and responsibilities of anyone who is involved in scope
management. This will include individual stakeholders, team members, sponsor and project manager. It will state who is responsible for and has
the authority to accept the scope’s project deliverables and the person or persons who have the overall authority to accept the final projec t
deliverable.
SCOPE MANAGEMENT R OLE LEVEL OF
A UTHORITY NAME & O RGANIZATION CONTACT D ETAILS PROJECT R OLE
Main role of the scop management is
to identifying the digitalisation scop
in the market place.
Top level Rolex SA Management
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SCOPE DEFINITION – is the area of the plan that describes how the project deliverables will be defined so that each one has a detailed descrip t ion .
This section needs the existence of the Requirements Document, Requirements Management Plan and a Requirements Traceability Matrix so
tha t they can be referred to in the definition explanation. It will also refer to any other documents that it uses as part of this process i.e. Project
char t er , scope statement etc. Finally this section descries the tools and techniques that will be used in the scope definition process.
Tools & Tec hni ques

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PROJECT SCOPE STATEMENT –in this section the work required for each of the project deliverables is described in detail. There are f ive
subheadings shown below that must be included in a scope sta t emen t.
Product Scope Descr i pt i on
Product Acceptance Cr i ter i a
Project De li verab l es

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Project Exc l us i ons
Project Constra i nts
Project Assumpt i ons

WORK BREAKDOWN STRUCTURE (WBS) – in this section the WBS and its associated dictionary define each of the project deliverables, it s
associated work packages and how each of these components will be managed throughout the project duration. It outlines how the scope has
been divided up or decomposed into manageable chunks .
Break-down Structure: In this, company divide their all work as per the employee’s ability and skills. So it is also an essential part of calculating business
performances in an effective or efficient manner.
WBS I D L EVEL NAME OF E LEMENT WORK D ESCRIPTION BUDGET $ R ESOURCES D ELIVERABLE
1
2
1
3
3
4
1
1
1
Research Topic
Forumaliting aims and objectives
Research questions
Research methodology
Designing questionnaire survey
Data analysis
Conclusion
Recommendation
Final Submission
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SCOPE VALIDATION – describes how each of the project deliverables will be validated or verified against the initial scope baseline. It describes how
each of these deliverables will be formally signed off and accepted by the ‘customer’ both during the project lifecycle and the single end
deliverable that defines the end of the projec t.
SCOPE CONTROL – this is a vital section of this management plan as it describes the way project creep will be prevented and changes to the scope
baseline assessed, evaluated, approved and integrated into a new version of the project scope. It also outlines how progress will be monitored
and the status reporting it requires as well as how any approved changes will be communicated within the project team, third-parties and t o
relevant stakeholders. If an organization uses a Change Control Board (CCB) as part of the control process this will be explained here .
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APPENDIX A – VERSION H ISTORY
This appendix records the version history of this plan. For each new and approved version the reasoning behind its creation are described below
Version
Number Name of Implementation Author Date
Revised Approved by Date
Approved Reasoning behind new version
1.0
APPENDIX B – GLOSSARY OF PROJECT T ERMS
Each project uses standard acronyms and develops their own for the ease of communication. It is important to record them in this plan to ensure
clarity of description and terminology is consistent in every communica t ion .
Acronym / Term Standard or Project De f ini t ion
PMO
CCB
Project Management O ff ice
Change Control B oard
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APPENDIX C – DOCUMENTATION R EFERENCES
Any professionally managed project has extensive documentation the purpose of this appendix is to record which documents (plus the version
used, if applicable) have been used in the production of and conjunction with of the communications management plan.
ISBN / Reference / V ersion Documen t Au t hor
Requirements Documen t
Requirements Management P lan
Requirements Traceability Ma t rix
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APPENDIX D – REPORTING REQUIREMENTS
All professionally managed projects require extensive and detailed reporting structure this appendix can be used to record which reports are
required as part of this management plan .
Report I D Au t hor / Owner Report Name Purpose of & Descrip t ion Forma t Frequency
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