You are about to kick off a project. The scope and budget are set – or are they? This project is too important: You need to keep a good handle on it to ensure the team members don’t squander their hours away.
This course takes an in-depth look at each step involved in estimating time, resources and costs for budgeting and scheduling a project. Gain the tools and skills needed to ensure projects are delivered on time, on budget and with the high-quality work expected of your team.
The PMI Authorized Training Partner logo is a registered mark of the Project Management Institute, Inc.
This course can be applied to the following certificates:
Project Management – Advanced Certificate
Project Management Certificate
Benefits and Learning Outcomes
- Improve management of persons who cite requirements and request changes.
- Clarify the vision associated with a project through improved scope definition.
- Increase accountability for changes made throughout a project’s life cycle.
Course Outline/Topics
Seminar Overview
You are about to kick off a project you’re managing. The scope and budget are set – or are they? This project is too important: you need to keep a good handle on it to ensure the team doesn’t squander their hours away.
This course provides an in-depth look at ways to define a project’s scope clearly and concisely. Once the scope is approved, ways to deal with scope changes are addressed.
Value to the Organization
- Reduce runaway projects due to scope management problems.
- Improve accountability in changes made throughout the life of a project.
- Establish the basis of organizational rigor in controlling project scope.
Defining the Project’s Scope
- Defining Scope
- Project Scope Management- what, where and when
- Product scope versus project scope
- The Role of the PM in Project Scope Management
- Project charter scope examples
- Good and not-so-good scope statement examples
- Evaluating your project charter’s scope
- Scope statement components
- Do’s and Don’ts
- Roles and responsibilities in scope management
Discussion: Share your thoughts about scope management practices (good and bad) you have seen or experienced in a store.
Discussion: Review project charter templates.
Scope Details
- Creating a Service Level Agreement
- SLAs: It’s all about the details
- Defining project deliverables
- The magic of milestones
- WBS: physical vs. functional
Exercise: Craft a requirements specifications document template
Discussion: Critique a sample WBS
Setting Expectations with Stakeholders
Satisfying Stakeholders
- Stakeholder influence
- Stakeholder register
- How to conduct a Stakeholder Analysis
- Balancing the interests of stakeholders
- Types on Conflict
- The Power Interest Grid
- Offering Critical Conversations
- Conflict Resolution
- Maintaining Relationships in Troubled Times
- Negotiations
Exercise: Develop a stakeholder register for the Shelter Box project.
Exercise: Create a Stakeholder Power/Interest Grid for the Shelter Box project.
Exercise: Building and Maintaining Good Relationships – What would you do?
Change Management
- Scope Management & Change Management
- Who does change control?
- Change management – The change process
- The role of the Change Control Board (CCB)
- Differentiating change management
- When to apply change management processes
- Project Management Maturity Model
- Change control processes and documents
- PMI’s ® Project Integration Management
- Change request document
- Change log
- Ways to reduce changing requirements
Exercise: Develop a change management process for the Shelter Box effort
Final Exercise (in lieu of Final Exam)
- Exercise: Prepare 3 documents cited in this class for a current or former work project.
Who Should Attend
- Business analysts
- Team members
- Project stakeholders
- Project leaders/doers who need a better understanding of managing scope
- Full-time project managers
Prerequisites
Project Management Foundations or equivalent experience
Instructor

Sam Coomar, PMP, DASSM, CSM, Six Sigma Black Belt
Sam Coomar is a business leader with varied experiences in business development, management, information technology and project management. Sam is currently a program manager in life sciences and information technology. He has worked for AON and CVS-Caremark in program management… read more
Notes
This course should not be taken in addition to the former, one-day Stakeholder Management course, as the content is very similar.