Scope Management Toolkit

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Scope management, by supporting or directly controlling change management activities, and by participating in business requirements development, program increment planning, sprint reviews, and release planning.

More Uses of the Scope Management Toolkit:

  • Pilot: project scope management.

  • Facilitate project execution by providing support in project level issue resolution and scope management.

  • Initiate: project management and execution skills, particularly scope management, risk management, and issue resolution.

  • Perform risk management and scope management on projects, and identify blockers.

  • Formulate: scope management and reporting.

  • Standardize: vendor negotiation and scope management of vendor delivered solutions.

  • Drive discipline across the product teams for release planning and scope management to ensure releases are delivered to time, scope and quality standards.

  • Confirm your organization oversees feature prioritization and minimal viable project (MVP) scope management.

  • Supervise: actively manage several key initiatives, reporting on scope management, risk, performance, and cost.

  • Be accountable for exercising scope management with consideration for the customer, team, and organization needs.

  • Organize: practice disciplined scope management while maintaining high customer satisfaction rates.

  • Steer: time, cost, and scope management.

  • Perform scope management, scheduling, and resource management.

  • Supervise: full scope management of a commercial property portfolio.

  • Ensure you guide; solid delivery lead skills as vendor management, requirements management, scope management, risks and issues management, resource management, and financial management.


Save time, empower your teams and effectively upgrade your processes with access to this practical Scope Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Scope Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Scope Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Scope Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Scope Management improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Have workshops been conducted to ensure that the project management team and all project delivery stakeholders understand the project scope and the responsibilities for delivery?

  2. Has the focus on minimizing scope and controlling change been at the expense of encouraging innovation, flexibility, and a customer/user oriented focus on deliverables?

  3. What is the general approach for best industry practice for commissioning services, including general scope, field observation and timeline within the project schedule?

  4. Are program and project sponsors and key stakeholders dissatisfied due to delays, quality issues, missed scope, cost overruns and/or other missed expectations?

  5. Which would be required to ascertain what impact a change would have on the project in a situation where a customer requests a scope change in the project?

  6. Are there any additional red flags that need to be included based on the size and complexity and the nature and scope of the institutions activities?

  7. Have the actions been delivered within scope, budget and expected timeframes, and in line with appropriate governance and risk management practices?

  8. What is the scope of the established compliance and ethics program and how does it integrate with your organizations overall business strategy?

  9. Is your plan flexible, and can it grow and change with the scope and needs of the business and its employees, particularly in times of crisis?

  10. Have sufficient resources been allocated to investigate the scale and scope of the change as part of preliminary business case development?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Scope Management book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Scope Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Scope Management Self-Assessment and Scorecard you will develop a clear picture of which Scope Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Scope Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Scope Management projects with the 62 implementation resources:

  • 62 step-by-step Scope Management Project Management Form Templates covering over 1500 Scope Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Are Scope Management projected overhead costs in each pool and the associated direct costs used as the basis for establishing interim rates for allocating overhead to contracts?

  2. Human Resource Management Plan: What were things that you did very well and want to do the same again on the next Scope Management project?

  3. Risk Register: People risk -are people with appropriate skills available to help complete the Scope Management project?

  4. Procurement Management Plan: Is there a set of procedures to capture, analyze and act on quality metrics?

  5. Scope Management Plan: Are stakeholders aware and supportive of the principles and practices of modern software estimation?

  6. Assumption and Constraint Log: Have you eliminated all duplicative tasks or manual efforts, where appropriate?

  7. Probability and Impact Matrix: Is the delay in one subScope Management project going to affect another?

  8. Activity Duration Estimates: What does it mean to take a systems view of a Scope Management project?

  9. Team Operating Agreement: Did you delegate tasks such as taking meeting minutes, presenting a topic and soliciting input?

  10. Schedule Management Plan: Is there a requirements change management processes in place?

Step-by-step and complete Scope Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Scope Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Scope Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Scope Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Scope Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Scope Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Scope Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Scope Management project with this in-depth Scope Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Scope Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Scope Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Scope Management investments work better.

This Scope Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.