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6.1 Scope Planning

Scope defines the boundaries of the mission. It is the "What" the team will build and, just as importantly, the "What Not."


🛠️ The Scope Toolbox

The way you define scope depends on the stability of your requirements.

Predictive Tools
  • WBS (Work Breakdown Structure): Decomposing work into manageable "Work Packages."
  • WBS Dictionary: Detailed specs for every WBS element.
  • Project Scope Statement: Written description of deliverables and exclusions.
Agile Tools
  • Product Backlog: A dynamic, prioritized list of User Stories.
  • User Stories: "As a [role], I want [action], so that [value]."
  • Definition of Done (DoD): The non-negotiable checklist for every story.

🏗️ The WBS: Foundation of Control

In the PMP world, the WBS is the 100% rule: If it isn't in the WBS, it isn't in the project.

  1. Work Packages: The lowest level of the WBS where cost and duration can be reliably estimated.
  2. Control Accounts: Management points where scope, budget, and actual cost are integrated.
  3. Requirements Traceability Matrix (RTM): A table that links requirements to their origin and the deliverables that satisfy them. (Crucial for 2026 Compliance!)

🚦 Scope Creep vs. Gold Plating

Two major risks every PM must fight:

  • Scope Creep: The uncontrolled expansion of scope without adjustments to time or cost.
  • Gold Plating: The team adding "extra" features that weren't requested. (Even if they are free, they are considered a waste of resources).

🛠️ 2026 Shift: Continuous Backlog Refinement

In modern practice, the Product Owner and Team perform Backlog Refinement (Grooming) continuously. They break down "Epics" into "User Stories" just-in-time for the next sprint, ensuring the team always works on the highest value items.


📝 Exam Insight: If an exam scenario says the team is "confused about what a specific task requires," the answer is usually to refer to the WBS Dictionary. If they are confused if a feature is "finished," refer to the Definition of Done.

Released under the MIT License.