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Demo: Define project scope
 
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See more information about defining project scope

As a project manager, you know that scope definition is an important part of your planning process. Defining the scope means breaking down the project deliverables into manageable tasks and establishing resources and milestones that can provide perspective on the project as a whole. By using the right tools, you can manage your projects successfully every time.

Note  For screen reader text detailing the on-screen actions and a screen reader version of the audio script, click Demo text version.

ShowDemo text version

Screen action Audio script

The demo opens with a title card that displays the text Define project scope.

One of my most important jobs as a project manager is scope planning.

A Microsoft Office Project Professional 2003 document titled "Project Management Plan" appears, showing a Gantt chart with the Define Scope cell selected. The cursor clicks several cells below the Define Scope cell: the Develop strategies and plans cell, the Conduct planning workshop cell, and the Research previous experience cell.

That's the phase of my project where I start breaking down the deliverables into manageable pieces. It's crucial at this stage that I clearly define each component of the project.

A Microsoft Office Word 2003 document titled "Scope Statement" appears, showing the headings Project Name, Department, Project Manager, and Date. In the Prepared By table, in the Document Owner(s) and Project/Organization Role columns, names and role information are being typed. The Engineering Building Renovation Project Scope Statement section of the document appears. While the pointer clicks the down scroll arrow on the vertical scroll bar, the template scrolls up, showing more of the Engineering Building Renovation Project Scope Statement section.

This is also when I create the Scope Statement. I describe the product, I define the deliverables, and I identify the objectives that will make the project measurable. With details like the business needs, the project costs, and the schedule in place, I have a solid basis for an agreement between the project team and the customer.

A Word template titled "Work Breakdown Structure (WBS)" appears, showing the top of the Prepared By table. In the table columns Document Owner(s) and Project/Organization Role, a name and role information are being typed. A Word document titled "Work Breakdown Structure (2)" appears, showing the Work Breakdown Structure (WBS) Worksheet section. While the pointer clicks the right scroll arrow on the horizontal scroll bar, the document scrolls left, showing more of the Work Breakdown Structure (WBS) Worksheet section.

Now I'm ready to break the deliverables down into those manageable pieces. To do that, I create a Work Breakdown Structure document. This is where I identify resources, attach costs, and set up systems to measure the performance of project components.

The Gantt chart in the Project document titled "Project Management Plan" appears again, showing the Define Scope cell selected. The pointer clicks several cells below the Define Scope cell, including the Develop strategies and plans, Conduct planning workshop, Research previous experience, and Define scope cells.

An accurate estimate of how long each piece will take helps me view the project as a whole. And right now, seeing how all the pieces fit together is exactly what I'm after.

The "Project Management Plan" document disappears. The text Microsoft Office appears with the Microsoft Office logo, and under them the URL http://www.office.microsoft.com appears.

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