Business, Commerce and Management Studies Project Management

Develop Preliminary Project Scope Statement Training

SAQA US 243823 | NQF 5 | Credits 12 | Duration 9 Days
From $1,798 per delegate

Description

This course equips learners with the skills to develop a preliminary project scope statement for simple to moderately complex projects. Participants will learn to define project boundaries, objectives, deliverables, and constraints, ensuring alignment with stakeholder expectations. The course provides a foundation for effective project initiation and scope management.

Learning Outcomes

  • Apply project scope management principles to define project boundaries and deliverables.
  • Analyze stakeholder requirements to identify key project objectives and constraints.
  • Evaluate project assumptions and risks to inform the scope statement.
  • Design a preliminary project scope statement that includes objectives, deliverables, and exclusions.
  • Implement techniques for validating the scope statement with relevant stakeholders.
  • Demonstrate the ability to document and communicate the scope statement effectively.

Target Audience

This course is designed for project managers, team leaders, and aspiring project professionals who need to develop scope statements for small to medium projects. It is also suitable for individuals involved in project initiation and planning within their organisations.

Prerequisites

None — open enrollment

Course Outline

Day 1: Introduction to Project Scope Management

Objectives:
• Understand the importance of project scope management
• Define key terms: project, scope, stakeholder
• Identify the role of a project scope statement
• Recognize the relationship between scope and other project constraints

Topics:
• Overview of project management frameworks
• What is project scope?
• The project life cycle and scope management
• Key stakeholders and their influence on scope
• Introduction to the scope statement document

Day 2: Project Initiation and Charter

Objectives:
• Explain the project initiation process
• Identify components of a project charter
• Link the charter to scope definition
• Distinguish between product scope and project scope

Topics:
• Project initiation inputs and outputs
• Elements of a project charter
• Business case and stakeholder needs
• Product scope vs. project scope
• Authority and responsibility in the charter

Day 3: Gathering Requirements

Objectives:
• Use techniques to elicit requirements from stakeholders
• Document requirements in a structured format
• Prioritize and categorize requirements
• Validate requirements with stakeholders

Topics:
• Requirements elicitation techniques (interviews, workshops, surveys)
• Creating a requirements traceability matrix
• Categorizing requirements (functional, non-functional)
• Prioritization methods (MoSCoW, Kano)
• Requirements validation and sign-off

Day 4: Defining Scope - The Scope Statement

Objectives:
• Outline the components of a preliminary scope statement
• Write clear scope descriptions and acceptance criteria
• Identify project deliverables and exclusions
• Understand constraints and assumptions

Topics:
• Scope statement template and sections
• Writing project objectives and deliverables
• Acceptance criteria definition
• Project exclusions and boundaries
• Constraints, assumptions, and risks

Day 5: Work Breakdown Structure (WBS)

Objectives:
• Explain the purpose of a WBS
• Decompose scope into manageable work packages
• Create a WBS dictionary
• Verify WBS completeness

Topics:
• WBS principles and decomposition
• Levels of decomposition
• WBS dictionary and coding
• Rolling wave planning
• WBS verification and scope baseline

Day 6: Scope Verification and Control

Objectives:
• Describe the scope verification process
• Implement scope change control procedures
• Manage scope creep
• Use performance measurement to track scope

Topics:
• Scope verification vs. quality control
• Change control board and change requests
• Scope creep and its impact
• Variance analysis and earned value management
• Updating scope documentation

Day 7: Communication and Stakeholder Engagement

Objectives:
• Develop a communication plan for scope-related information
• Engage stakeholders in scope decisions
• Manage expectations through transparency
• Use tools for scope reporting

Topics:
• Communication planning for scope changes
• Stakeholder analysis and engagement strategies
• Reporting scope status
• Conflict resolution techniques
• Documentation and version control

Day 8: Integrating Scope with Other Knowledge Areas

Objectives:
• Link scope to schedule, cost, and quality
• Understand trade-offs in project constraints
• Apply scope integration in risk management
• Analyze impact of scope changes on project plan

Topics:
• Scope-schedule-cost-quality relationship
• Integrated change control
• Risk identification from scope assumptions
• Resource planning based on scope
• Case studies of scope integration

Day 9: Practical Application and Assessment

Objectives:
• Develop a preliminary project scope statement for a case study
• Present and defend scope decisions
• Conduct a scope review meeting
• Demonstrate understanding of scope management processes

Topics:
• Case study: building a scope statement from scratch
• Group presentation and feedback
• Role-play: scope change request handling
• Review of unit standard outcomes
• Final assessment and Q&A

Practicals

24 hours of practicals To be conducted online or on-campus or in-house
Overview

Practicals provide hands-on experience in developing a preliminary project scope statement using realistic case studies. Learners will apply requirements gathering, WBS creation, and scope change control in simulated project environments.

Practical Activities
  • Requirements Elicitation Workshop — Learners conduct a mock stakeholder interview and document requirements in a traceability matrix. (6h)
  • Developing a Scope Statement — Using a case study, learners draft a preliminary project scope statement including deliverables, acceptance criteria, exclusions, and assumptions. (8h)
  • Creating a Work Breakdown Structure — Learners decompose a project scope into a WBS with at least three levels and create a WBS dictionary. (6h)
  • Scope Change Control Simulation — Learners process a scope change request through a mock change control board, updating the scope statement and WBS. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Mon 07 Sep 2026 Thu 17 Sep 2026 Virtual Spring 2026 $1,798 Register
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Wed 29 Dec 2027 Mon 10 Jan 2028 Virtual Summer 2027 $1,798 Register
Tue 18 Jan 2028 Fri 28 Jan 2028 Virtual Summer 2027 $1,798 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
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In-House training — we bring the trainer to your organisation, tailored to your team.
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Thu 17 Jun 2027 Tue 29 Jun 2027 Your Premises Winter 2027 $2,338 Register
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Tue 27 Jul 2027 Fri 06 Aug 2027 Your Premises Winter 2027 $2,338 Register
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Thu 28 Oct 2027 Tue 09 Nov 2027 Your Premises Spring 2027 $2,338 Register
Fri 17 Dec 2027 Wed 29 Dec 2027 Your Premises Summer 2027 $2,338 Register
Thu 06 Jan 2028 Tue 18 Jan 2028 Your Premises Summer 2027 $2,338 Register
Wed 26 Jan 2028 Mon 07 Feb 2028 Your Premises Summer 2027 $2,338 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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