BSBPMG409A
Apply project scope-management techniques

This unit describes the performance outcomes, skills and knowledge required to contribute to the control of a project's scope by assisting with identifying its objectives, deliverables, constraints, assumptions and outcomes; and by applying controls once the project has commenced.

Application

This unit applies to a project practitioner working in a project support role.

The individual may be operating in a large or small organisation and applying skills in the context of enterprise projects.

The project practitioner may be part of a project team under the direction of a project manager, or may work as part of a smaller scale self-directed team.

This unit has generic application to a range of industries and organisations and a range of projects, from simple to complex.

In the context of this unit a project is defined as involving:

a practical and comprehensive project plan

a documented communications strategy

a detailed project budget

strategic engagement with stakeholders

a risk, issues and change-management methodology

a quality plan with assurance and control processes

a supportive team-based environment.

The functions performed in project work, where formal project management methodology is not the main focus, are covered by BSBPMG522A Undertake project work.


Prerequisites

Not applicable.


Elements and Performance Criteria

1. Contribute to defining project scope

1.1 Review project initiation documentation and assist in identifying project objectives and requirements

1.2 Contribute to identifying project deliverables

1.3 Contribute to identifying measurable outcomes to enable evaluation of project performance

1.4 Contribute to developing and documenting the scope-management plan

1.5 Assist in obtaining agreement to scope from relevant project authority

2. Apply project scope controls

2.1 Undertake work according to agreed project scope-management plan and by using established change-control procedures and performance-measurement procedures

2.2 Communicate instances of non-compliance with overall scope to the project manager and other team members

3. Contribute to review of scope controls

3.1 Measure progress to determine potential, perceived and actual scope changes

3.2 Appropriately report scope changes

3.3 Assist in the review of project outcomes to determine the effectiveness of initial and subsequent scope-management approaches

Required Skills

Required skills

literacy skills to:

document agreed components of scope-management plan

interpret potentially complex project plans and documentation

report on project progress as required

numeracy skills to:

measure and control project scope

review project timeframes and deliverables

learning skills to identify training requirements necessary for effective consultation and scope management

planning and organising skills to:

measure progress against agreed objectives

monitor and respond to compliance issues

self-management skills to manage multiple tasks and ensure project progresses on time

teamwork and communication skills to liaise with other members of the project team on a range of project scope-management issues and challenges.

Required knowledge

components of a project scope-management plan

factors likely to impact on project scope

formal change-control processes

methods for measuring work outcomes and progress against plans

methods for segmenting and documenting a work breakdown structure

procedures for reporting scope change

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:

contributing to monitoring and control of project scope

recording project scope-management plan

interpreting project initiation documentation for the purposes of documenting project scope.

Context of and specific resources for assessment

Assessment must ensure:

access to project documentation, which includes information about project scope.

Method of assessment

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

direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate

analysis of responses addressing different project scope-management scenarios

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

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 initiation documentation may include:

approved project charter or mandate

business case

changes to internal or external organisations, legislation and/or regulations

documentation accessed through various accessibility modes

feasibility study

minutes of management or executive decisions

organisation strategic and business plans

outcomes and recommendations of associated projects.

Project objectives and requirements may include:

specifications for products and/or services

statements in measurable format.

Project deliverables may include:

discrete products, outputs and services defined in the project scope

high-level aggregations in the work breakdown structure.

Scope-management plan may include:

activities and tasks in the work breakdown structure

constraints, assumptions and exclusions

deliverables

high-level risk identification

key personnel

preferred work organisation

project benefits and outcomes

project objectives.

Relevant project authority may include:

other body or person with delegated authority under project governance arrangements

project manager

project steering committee

Change-control procedures may include:

adjusting project scope documentation in response to scope changes approved by relevant authority

identifying and monitoring designated elements of the project scope likely to change

identifying and monitoring pressures that may influence scope creep

maintaining scope change documentation for project audit.

Performance-measurement procedures may include:

using tools and techniques to manage and measure project progress in terms of time and resources.


Sectors

Management and Leadership – Project Management


Employability Skills

This unit contains employability skills.


Licensing Information

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.