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Elements and Performance Criteria

  1. Conduct project authorisation activities
  2. Define project scope
  3. Manage project scope-control process

Required Skills

Required skills

literacy skills to interpret and analyse complex project plans and documentation

negotiation skills to address changes to scope with a range of stakeholders

planning and organising skills to

monitor scope

respond to potential and actual changes

problemsolving and analytical skills to address project scopemanagement issues and challenges

Required knowledge

components of a project scopemanagement plan

factors likely to impact on project scope

formal changecontrol processes

methods for measuring work outcomes and progress against plans

methods for segmenting and documenting a work breakdown structure

problem areas likely to be encountered in scope management

procedures for reporting scope change

project life cycle and the significance of scope management

project management tools used for managing scope

role and responsibilities of the project manager in relation to project planning

types of project initiation documentation

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

demonstrating scope management for a project of sufficient complexity

knowledge of scopemanagement plans tools issues and likely challenges

Context of and specific resources for assessment

Assessment must ensure

access to workplace documentation used to document and manage project scope

consideration of feedback from project stakeholders regarding the management of project scope

Method of assessment

A range of assessment methods should be used to assess practical skill and knowledge The following examples are appropriate for this unit

direct questioning combined with review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

oral or written questioning to assess knowledge of strategies for managing project scope and their application in different situations

analysis of responses in addressing case studies and scenarios that present project scopemanagement issues and problems

observation of demonstrated techniques in negotiating changes to scope

review of scopemanagement plan

assessment of documentation related to scopemanagement issues and recommended improvements

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Project authorisation may:

already have been decided before involvement of the project manager

be in the form of a scope statement briefly explaining why the project has been formed, what it hopes to achieve and how success will be measured

be required at a number of critical review points during the project.

Appropriate authority may include:

client, owner, sponsor, senior executive or other individual or group vested with the authority to make decisions regarding the project

having the capacity to make decisions regarding commitment of funds, resources and priorities.

Project delegations and authorities may include:

consultative expectations

degree of line authority with project team

finance expenditure limits

procurement delegations

required organisational procedures.

Boundaries may include:

assumptions

constraints

exclusions

inclusions

principal work activities

product specification

project deliverables

project objectives

scope of works

work breakdown structure.

Relevant stakeholders may include:

clients

decision makers

internal and external parties

sponsors

team members.

Scope management may include:

determining that a scope change has occurred or is about to occur

identifying and reporting scope creep

identifying factors influencing changes to scope

implementing agreed scope changes

monitoring and reporting the effect of scope changes on other areas and on achievement of project objectives

refining scope progressively throughout the project life cycle

seeking authorisation for changes to project scope.

Change-control procedures may include:

formal agreements, for example contracts, subcontracts and memoranda of understanding

major elements of the project likely to change, for example design, engineering and finance

project documentation, including plans, schedules, statements, directives, guidelines and instructions.