Scope Management Plan Template | FREE Download

byTam M. | reviewed 02/02/2023

The Scope Management Plan is a PMBOK document, which describes how the scope will be identified and defined, how it will be developed, then maintained, controlled and validated. It is part of the Project Management Plan, and feeds into the requirements document, Scope Statement, Work Breakdown Structure, and Work Breakdown Structure Dictionary. It aligns with the Requirements Management Plan and can be combined with it on smaller projects. stakeholdermap.com

The Scope Management Plan aligns with the Development Approach, Lifecycle Description, the Change Management Plan, the Requirements Management Plan, and the Release and Iteration Plan. On larger projects test plans may be included to define how the scope of the deliverables will be validated for approval.

Use this FREE template to document how Project Scope will be managed. This template includes all of the areas you need to cover, with useful hints and tips to help you complete each section.

This is a FREE Scope Management Plan Template in Word and PDF. The template is fully editable with Microsoft Word and can be converted or changed to suit your project requirements.

See what is in the Template! Check out the Contents complete with Hints and Tips on how to use.

Check out the contents below or Grab the template now!

The contents of the Scope Management Plan Template

Field

Field Description and Tips to Complete

Project details and document control

Provide information on the project and document:

Project Name and Reference
Document information: ID, owner, issue date, last saved date, file name or path
Document history: version, issue date, changes.
Document approvals: role, name, signature, date

Preparation of the Scope Document

Describe the process that will be used for preparing a detailed scope statement. For example, outputs from stakeholder workshops, a customer brief, tender documents e.g. request for proposal, pre-sales business case or use cases.

Work Breakdown Structure (WBS)

Describe how the Work Breakdown Structure will be created from the Scope Statement. For example, using top-down or bottom-up techniques and whether templates will be used. Include any standards that will be used for example for the PMI ‘Practice Standard for Work Breakdown Structures’. Explain what format(s) will be used to present the WBS for example a common tree structure, a tabular view or a mind map (centralized tree structure).

WBS Dictionary

WBS Dictionaries hold additional detail for each component of the WBS. For example, a description or definition of each component, a cost control number, and the resource or team responsible for the WBS element.

Document the information that will be included in the WBS Dictionary in this section. This could include a link to a template or a screenshot.

An example WBS Dictionary:

Level	WBS Code	Element Name	Definition/Description	Cost Control Number	Responsible team
1	1	Speed boat WBS	All components and assembly required to build a speed boat.	SB102	Custom build team
2	1.1	Hull	The internal network of frames that form the shape of the boat.	SB102.H	Custom build team
3	1.1.1	Hull Shell	Fibre glass shell around the hull	SB102.H2	Custom build team

Download a WBS Dictionary template in Excel

Scope Baseline Maintenance

The Scope Baseline is the approved version of the scope statement, WBS and the WBS dictionary. Describe how the scope baseline will be maintained. The Scope Baseline should only be changed through formal change control so you may describe or link to the change control process in this section.

Deliverable Acceptance

Describe how the completed deliverables will be formally accepted by the end customer. For example, completion of user acceptance testing, followed by Project Board review and issue of a deliverable or milestone completion certificate.