Defining and Managing Project and Product Scope


Chapter 5 focuses on developing a scope management plan to define and manage the project and product deliverables of the project. After studying this chapter, you should understand and be able to:

  • Identify the five processes that support project scope management. These processes, defined in the PMBOK Guide®, include collect requirements, define scope, create the work breakdown structure (WBS), verify scope, and control scope.
  • Describe the difference between product scope (i.e., the features and functions that must support the IT solution) and project scope (i.e., the deliverables and activities that support the IT project methodology).
  • Apply several tools and techniques for defining and managing the project's scope.


This chapter focuses on defining and managing the work that must be accomplished by the project team over the course of the project. The term scope is used to define the work boundaries and deliverables of the project so what needs to get done, gets done—and only what needs to get done, gets done. Therefore, it is important to define not only what is part of the project work, but also what is not part of the project work. Any work not part of the project is considered to be outside of the project's scope.

Scope Management Processes

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