What Is the Scope Management Process? (With 5 Steps)

Le plan de gestion de la portée (aussi appelé « plan de gestion du périmètre ») définit les processus impliqués dans la mise en œuvre de votre projet et fixe les limites de celui-ci. Dans cet article, nous vous expliquerons en quoi consiste un plan de gestion de la portée et vous présenterons son utilité dans la phase de planification. Une gestion efficace de la portée du projet favorisera les chances de réussite de votre équipe.

Gérer la portée d’un projet, c’est comme conduire une voiture : si vous ne gardez pas les yeux sur la route, votre voiture fera des embardées. De la même façon, si vous ne contrôlez pas la portée de votre projet, celui-ci déraillera. Le plan de gestion de la portée définit les processus impliqués dans la mise en œuvre de votre projet et en fixe les limites.

En tant que chef de projet, vous avez pour responsabilité de guider votre équipe tout au long du cycle de vie du projet. Dans cet article, nous vous expliquerons en quoi consiste un plan de gestion de la portée et vous présenterons son utilité dans la phase de planification. Dès lors que vous aurez compris le processus de gestion de la portée, il ne vous restera plus qu’à élaborer un plan et favoriser ainsi les chances de succès de votre équipe.

Scope management is the process of identifying and defining what actions are required to deliver a project’s requirements. It also involves ensuring that that work is completed according to the project’s schedule and budget.
Requirements documentation Change requests
Requirements traceability matrix Project management plan updates
Work performance data Project documents updates
Organization process assets Organizational process assets updates

What is Project Scope Management? Processes with Example | AIMS UK

Why is the scope management process important?

The scope management process is important because it plays key roles in employee function, employee efficiency and the overall morale of a team. Here are some reasons the scope management process matters:

Improves employee morale

The scope management process can help improve employee morale by preventing employee overload and burnout. This can be especially important in environments experiencing shifted expectations or periods of uncertainty. Businesses are working actively to combat this by creating new innovations that can meet employees where they are and creating processes to support them. Scope management can also help mitigate this risk by ensuring employee tasks and projects are relevant and attainable. This process helps managers draw boundaries within the project management planning process in order to keep the project on track.

Creates efficient workflows for team members

When managers can effectively lead and organize their project tasks, they can positively influence the productivity of their teams and the flow of their projects. The scope management process allows managers to dissect larger projects into phases of focus and streamline the delegation process accordingly. Employees can enjoy the benefits of clear deadlines, clear expectations, clarity in the planning process and an overall more efficient flow of product and progress.

Boosts accountability, transparency and replicability within processes

With a scope management strategy in place, you can make your project management process more efficient in the future. By implementing scope management techniques consistently, you and your team enjoy the added benefit of replicable processes for the future in similar projects. This, coupled with a strong institutional knowledge capture process, can enhance efficient processes throughout the team.

What is the scope management process?

The scope management process is a tool that helps managers assess the phases of a project and discern what is and is not within the expectations of the current project. This can be helpful for organizations that are dynamic and ambitious with their project management process. Scope management is essential for the efficient delegation and training aspects of small to large-scale projects within the organization. Scope management techniques are broad and can apply to a variety of businesses in fields like:

5 steps in the project scope management process

Implementing scope management strategies doesnt have to be difficult. There are five key steps to follow when you implement the scope management process in your team:

1. Identify your team and assets

Executing your scope management techniques works more efficiently if you are aware of what assets you have available to you. Assets are not just monetary values that you can use in your projects. They can extend to time, team members and other tangible and non-tangible entities. When you move through the identification process with your team, you can better understand the full view of what resources you have available to you to complete your projects.

2. Collaborate with stakeholders for ultimate continuity

Before beginning your project, and subsequent scope management process, its important to consider collaborating with your management team and other key stakeholders. This step helps to mitigate any risk of confusion or miscommunication as you outline the goals of your project. You can repeat this step throughout the scope management process, which helps you maintain a clear goal throughout the duration of the process.

3. Create and confirm the scope of your project

Your project scope is a framework that exists to guide the projected pace and content of the project. While it is ideal to stay within the scope of your project, its helpful to remember that the scope may change during the life of the project. This can happen because of the changing needs of the company or stakeholders, or it may happen because of a time constraint. In either case, starting your project with a baseline scope helps your team work confidently, with each goal and step defined clearly.

4. Delegate clearly defined tasks

Once you have created the scope of the project and communicated clearly to stakeholders involved, your next step is to delegate the tasks within each phase. You can do this efficiently by creating clear definitions of completion for your team and communicating with them throughout the process. Doing this encourages collaboration and clears potential obstacles that could hinder your project management process.

Delegation can be in verbal or written form in the office setting, or via any management platform that your business has access to. No matter what form you choose to complete this step, consider implementing consistent formatting and use it throughout the duration of the project.

5. Approve and manage your scope of work

Once you have completed the delegation process, the work is ready to begin. This step allows you to consider when its appropriate to contact vital management team members or stakeholders to ensure scope and process alignment.

Upon further approval, you can then continue to manage and defend the scope of your project as actively as possible. This helps mitigate employee burnout and project delay. Your scope is as flexible as you allow it to be, and you can determine daily if there are changes you or your team need to make in order to preserve and reach the goals of your organization.


How many processes are there in scope management?

Steps of project scope management
  • Plan Your Scope. In the planning phase, you want to gather input from all of the project stakeholders. …
  • Collect Requirements. …
  • Define Your Scope. …
  • Create a Work Breakdown Structure (WBS) …
  • Validate Your Scope. …
  • Control Your Scope.

What is the first process in project scope management?

Project Scope Management includes the processes that are required to ensure successful completion of the project. It includes all the work required to complete the project successfully. There are five processes that take place in Project Scope Management.

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