Project Scope Management

You find the definition and the processes involved in Project Scope Management (PMBOK®) and free downloadable templates in the download area on this page.

The Project Scope Management Plan is a component of the Project Management Plan that describes how the scope will be defined, developed, monitored, controlled, and verified.

Definition of Project Scope Management

The PMI™ defines Project Scope Management as:

Project Scope Management includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully. Managing the project scope is primarily concerned with defining and controlling what is and is not included in the project. (PMBOK® Guide)

Project Scope
Project scope is the work that needs to be accomplished to deliver a product, service, or result with the specified features and functions.

Product Scope
Product scope are the features and functions that characterize a product, service, or result.

Project Scope Management Processes

Definition of the processes by PMI:

Plan Project Scope Management
Plan project scope management is the process of creating a scope management plan that documents how the project and product scope will be defined, validated, and controlled.
Collect Requirements>
Collect requirements is the process of determining, documenting, and managing stakeholder needs and requirements to meet project objectives.
Define Scope
Define scope is the process of developing a detailed description of the project and product.
Create WBS
Create WBS is the process of subdividing project deliverables and project work into smaller, more manageable components.
Validate Scope
Validate scope is the process of formalizing acceptance of the completed project deliverables.
Control Scope
Control scope is the process of monitoring the status of the project and product scope and managing changes to the scope baseline.

Project Scope Management - How to

The definition is given above and the processes are listed, the question that arises now is how project scope is best and most effectively managed. Following my own experience as a contractor project manager, scope management is one in which many mistakes happen during the initiation phase of a project. This is a trap that is hard to come out of. By signing a contract, the contractor committed himself to deliver certain products and services within a time frame and at a certain price.

Download Area Project Scope Management Templates


  1. Thank you for the templates, they helped me a lot.
    Isn’t the WBS typically generated by a software? What software would you recommend?


  2. The WBS can be generated using project management software. However if for some reason there is no software used, than you may create the WBS in Word, Excel etc. and possibly import it to your planning software afterwards.
    The type of software depends to different factors. In Middle East Primavera is very common in construction industry and sometimes even a clients requirement. There are many software packages including free downloadable open source. The right software maybe chosen according to project needs.

    Best regards

  3. @Habib,
    Thank you for your feedback, I hope the templates are of help for you. Once in a while visit our site again. I am trying to add more templates.

    There are no stupid questions, but stupid answers.
    The definition for WBS according to the PMI is

    The WBS is a hierarchical decomposition of the total scope of work to be carried out by the project team to accomplish the project objectives and create the required deliverables.
    This means that the project is divided into smaller parts. This division often extends over several levels and there are different approaches that differ from project to project.

    If think for example of building a house, then we might subdivide into design, earthworks, basement, ground floor, …, roof, wiring, plumbing, HVAC, finishing, landscaping, etc. …
    These work packages can be further divided if it makes sense and finally include activities that are necessary to produce that package.
    For the client e.g., it might make sense to break up into sub-contractors.
    The main purpose is to estimate time, cost and resources.

    Best regards,

  4. Really nice templates, I find them very useful.
    I would like to see even more of them. Firstly they are userfriendly and second they gave me better understanding of what information should be provided in each plan.

  5. @Marc, thanks for the templates, they will be really helpful in my work

    @Marijana, the WBS is a breakdown of the requirement to simple levels where you can allocate time and money, and that you can clearly monitor.

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  7. It’s really a cool and useful piece of information. I am happy that you shared this helpful info with us.
    Please keep us informed like this. Thanks for sharing.

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