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Training ServicesProject Foundations®

Defining and Managing Project Scope, Schedule and Requirements

The Challenge
Establishing the full extent of project and product scope, and then using this as the basis for development of an effective project schedule, are two of the most important tasks performed by a Project Manager. When done well, this work provides the foundation for project success. Truly effective tools and techniques are required to make this possible.

The Solution
Defining and Managing Project Scope, Schedule and Requirements provides two days of practical, hands-on training in essential project management concepts and techniques. Participants are shown how to engage in detailed scope definition, requirements documentation and analysis, schedule development and formal change control, using intended Business Value as a guide throughout. The tools and techniques presented are field tested and have been proven to promote project success. The course format is truly multimodal with a mixture of exercises, group discussions, individual discovery and lecture. All participants will return to their workplace better equipped to bring their projects to a successful conclusion. Topics covered in this course include:
  • Defining project and product scope
    · Project Charter
    · Work Breakdown Structure (WBS)
    · Requirements types
  • The WBS as basis for schedule development
    · Defining activities from work packages
    · Estimating work effort
    · Building a Project Network Diagram
    · Defining the Critical Path
    · Impact of resources on the schedule
  • Defining and documenting requirements
    · The requirements definition process
    · Requirements planning
    · Elicitation
    · Documentation
    · Analysis
    · Verification ensuring requirements are correct and complete
    · Validation ensuring requirements support Business Value
  • Establishing project change control
    · The project change control process
    · Using Business Value as a guide to change control
    · Requirements management
Who should attend
Project Managers who want an in-depth look at crucial concepts and techniques; new project managers looking for a jump start in their new profession; newly assigned project managers and team leads; managers of project mangers; functional managers with project responsibility; and PMO staff.


This course assumes that participants have participated in some projects and have some experience leading small projects or project teams. Prior PM training is helpful but not required.

Course Outline

Part 1
  • Project Planning
    · Work of Project Planning
    · Project Management Plan
    · Primary Planning Documents
  • Managing Scope
    · Definition and Purpose
    · The Project Charter
    · Product versus Project Scope
    · Project Management Deliverables
    · Requirements Overview
    · WBS
    · Scope Statement
  • Developing the Project Schedule
    · Definition and Purpose
    · Defining project activities
    · Activity sequence the flow of work
    · Estimating activity duration
    · Calculating the Network Diagram
    · Critical Path
    · Modifying the schedule
    · Impact of Resources on schedule
  • Project Change Control
    · Controlling Change
    · Sources of Project Change
    · Change Control Process
    · Change Request Form
    · Tracking Project Change Requests
    · Managing Baselines
Part 2
  • Introduction to the Requirements Process
    · Why Requirements are Important
    · The Requirements Definition Process
    · Planning the Requirements Effort
    · Roles and Responsibilities
    · The Requirements Management Plan
  • Requirements Elicitation: Tools and Techniques
    · Requirements Elicitation Techniques
    · Categories of Requirements
    · Distinction between Requirements and Design
    · Challenges in Requirements Elicitation
    · Requirements in Waterfall versus Iterative Projects
  • Analyzing and Documenting Requirements
    · Data and Behavior Models
    · Process/Flow Models
    · Usage Models
    · Requirements Documentation Process
    · Document Format and Style
    · Tools and Methods
  • Requirements Validation and Verification (V&V)
    · Verification ensuring requirements are correct and complete
    · Validation ensuring requirements support Business Value
    · Assessing Requirements Quality
  • Requirements Management
    · Controlling the Requirements Process
    · Requirements Change Management
    · Requirements Traceability Matrix
Learning Approach
  • A highly experienced instructor will use interactive lecture format, numerous hands-on exercises, team activities, group discussions, individual discovery and other techniques to drive home the essential points of this material.
  • We will build on your prior experience in this topic, while providing you with a structure and vocabulary to use in future projects.
  • If you have modest project management knowledge, you will find that the clarity of the material and direct presentation style of the instructor will make the subject matter easy to understand.
  • You will receive a Student Guide which will help you follow the material, take notes and retain what you learned so that you can apply it on your job.
Why should I take this course?
  • Experienced project managers will obtain tools and insights that lend structure and perspective to the wealth of experience they already have.
  • All participants take home a set of tools and techniques to help them deal with critical aspects of project planning.
  • Take this course and learn how to avoid many of the problems that project managers most often encounter.

Every course and workshop in our Project Training program is fully customizable. We offer virtual delivery of the training program you need. Call us: +1.919.495.7371.

All of our courses are fully compliant with the latest release of each relevant standards document such as the PMBOK® Guide, Standard for Portfolio Management, BABOK® Guide, and others.
Course Information
Course ID: 3060
Duration: 2 days
Class size: 6 to 24
· PMP® certified instruction
· Student Guide
· Participation Certificate
· Free Templates
· 13 PDUs

Download this course description as a printable PDF document.
Pricing Information
On-site discounts are available.
Ready to enroll?
Fill out the Training Request Form online or call 1-800-877-8129
(+1 919-495-7371)

Questions?  Please feel free to Contact Us

Training Providers:
License this courseware!  Call 1-800-877-8129
(+1 919-495-7371)
for more information.
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