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Project Scope & Requirements Management

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Project Scope & Requirements Management


This class meets two consecutive days   October 18 & 19, 2018


This picture is of Christina House the instructor for Project Scope & Requirements ManagementManaging scope on a project is one of the most difficult and demanding jobs of a project manager. Pinning down the project scope starts with a clear understanding of the needs and expectations of the key stakeholders. It involves more than just knowing what needs done. It also requires knowing what not to do and how to manage the changes that inevitably come up during a project.


Poor requirements management is a major cause of project failure, second only to changing organization priorities.[1]


PMI’s Pulse of the Profession research published in 2014 discovered that of the organizations surveyed:

  • Only 49% have the resources in place to do requirements management properly
  • Only one-third say that their leadership values requirements management as a critical competency for projects and strategic initiatives
  • 53% fail to use a formal process to validate requirements in an unbiased way

Students will work in teams to develop a project charter, gather requirements, write a scope statement and create a WBS as well as learn to manage scope once the work begins.

[1] Source: PMI 2014 Pulse of the Profession® study

Learning Points:

  • Understand the importance of scope management for project success
  • Learn techniques to elicit requirements
  • Learn to identify critical project stakeholders
  • Recognize the variety of resource constraints that can affect a project
  • Gain the knowledge pillars of defining and organizing project goals and objectives

Subject material and instructor were a great fit! Excellent presentation with timely, real world situations to apply concepts to. Engaging, knowledgeable, and passionate about the subject material. I regularly write project requirements for my customers. Christina’s presentation and approach to solving potential problems added new insight to my approach.  Her suggestions on how to question for best results was refreshing and quite useful.  Recommended class!   Quality, evolving subject material that is directly relatable to real world situations. This is a consistent trait of the CMD. Each class has a high return on investment. An added benefit is the diverse cross section of business colleagues in attendance.  This creates a collaborative synergy between students and presenter.  Most valuable!   Greg Gann, Sedgwick County


 I can confidently say that this program is recommended for anyone who is currently a project manager, or seeking to become one. The professors provide valuable hands on examples to guide students through the many facets of project management and prepares them if they wish to sit for the PMP exam. Christina is well versed in project management and provides wonderful examples of real world application and experience. Her hands on approach is very helpful when learning the subject matter.  She listens to questions and answers them promptly and is very helpful and eager to see her students understand and succeed.      Angela Clark, Envision


Quick Review of the Basics?

  • The competing demands of a project
  • Defining success
  • Project Charter

Clarifying Needs and Expectations

  • Stakeholder analysis
  • Collecting requirements
  • Constraints and assumptions
  • Tools for success

Creating a Scope Baseline

  • What’s in and what’s out
  • WBS – Breaking it down
  • WBS Dictionary
  • Influence of the competing demands

Collecting Requirements

  • Plan for elicitation
  • Prepare for elicitation
  • Conduct elicitation
  • Document outputs from elicitation activities
  • Selecting and practicing elicitation techniques

Managing Scope & Requirements

  • Validating and accepting deliverables
  • Managing changes – preventing scope creep
  • Evaluating the impact of scope and requirements changes




[1] Source: PMI 2014 Pulse of the Profession® study

*A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth Edition, Project Management Institute, Inc., 2018

Copyright and all rights reserved. Material from this publication has been reproduced with permission of PMI.

The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

Talent Triangle values:

  • PMP/PgMP: 9 Technical  2 Leadership  1 Strategic
  • PMI-ACP: 1 Technical  2 Leadership  1 Strategic
  • PMI-SP: 0 Technical  2 Leadership  1 Strategic
  • PMI-RMP: 0 Technical  2 Leadership  1 Strategic
  • PfMP: 0 Technical  2 Leadership  1 Strategic
  • PMI-PBA: 9 Technical  2 Leadership  1 Strategic
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