Ooops…we forgot the Requirements!
I passed my PMP certification with PMBOK® Version 3. One of the frustrations I had with it was Project Scope management knowledge area that was essentially focusing on the Project Scope and not the Product scope. The product scope was acknoledged but still not the purpose of the knowledge area, “This chapter focuses on the processes used to manage the project scope.” (page 104).
I felt we were then taken from project initiation to scoping the work to be done without having a process to capture the product requirements. Somehow it was left as a “lifecycle” decision and loosely documented in the body of knowledge.
The figure below is a summary of how scope is defined in PMBOK® Version 3.

PMBOK® version 4 comes with a number of changes and clarifications about scope management. I am glad that some of the changes addressed my frustrations. The figure below is a summary of scope in PMBOK® Version 4.

So here are the changes:
- There is a new input to the “Develop project charter” process: Business Case. Prince 2 people will be happy as Business Case is pervasive in Prince 2 and only briefly mentioned in PMBOK® Version 3 (note: it’s not because it was only briefly mentioned that it’s not necessary to review the business case throughout the life of the project).
- “Collect Requirements” is a new planned activity in Project Scope Management. It outputs the Requirements documentation. The goal of this new process is find out from the stakeholders the project requirements to be met so that the project will meet its objectives. Stakeholders identification is the purpose of a new process as well: Identify Stakeholders.
- “Develop preliminary scope statement” has been removed – it was seen as delivering similar output that what is found in the project charter.
- “Define Scope” has changed: it takes the Requirements documentation as input and its name has been normalised. The output is the same: project scope statement.
To me the major change is in Define Scope. In version 3, it “develops a details project scope statement”, in version 4, it “develops a detailed description of the project and scope”. The emphasis on the product scope is stronger in Version 4 than in Version 3. In Version 3 the message is to focus on the project scope even though Product Analysis is a Tool and Technique of Scope Definition and Product Scope description part of the Project Scope statement. I always thought that there was an ambiguity about product scope: on one hand it was stated that this was not the focus of the process and on another hand we are given the tools and techniques and output.
With this new emphasis on Product Scope and the addition of the Collect Requirements process PMBOK® Version 4 brings more formalism in product requirements capture and definition as part of the project management processes. Good news!
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