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Gaining Scope Approval

Gaining Scope Approval

Author: Jeff Carroll

Identify the activities involved in approving the scope document.

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Source: Image of org chart, people at presentation, female presenter, gate, Creative Commons, Kelly Eddington; Image of document, paper, arrow, speaker icon, Public Domain, Sparkol VideoScribe Internal Image.

Video Transcription

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Hi, I'm Jeff. And in this lesson, we'll discuss the process to gain approval for the project scope. Approvals will occur throughout the project for different phases. And the project manager is responsible for identifying the stakeholders who will participate in the approval process.

The project manager also organizes the materials necessary for approval, and delivers those documents to the stakeholders. Before approvals can occur on phases or deliverables of a project, the governance of the project must be established. This sets the criteria and the rules for the approvals and decisions. It also determines when communications are expected on the project, and who will receive those communications.

One of the key decisions most projects will face is changes to the scope. Governance should also establish the change management process and document who must be consulted before changes are made to the project. The project governance helps describe the authority a project manager holds on a project.

On some projects, the project sponsor or other key stakeholders might need to be consulted on each decision. But on others, the project manager may have wider authority. Governance outlines the authority on the project.

An example of project governance might be the project manager will have authority over all decisions that don't impact project scope. But any changes to scope must be approved by the project sponsor first. If governance has been established, then the process for scope approval is also known. It's the project manager's responsibility to deliver the project scope document and any support documentation necessary to explain the document to the decision makers for approval.

Once the project manager has identified the stakeholders involved in the approval process, those stakeholders will be used throughout the project life cycle. A project manager will track what approvals are needed, and the approval status of each stakeholder. It's also the responsibility of the project manager to schedule the necessary approval meetings. The goal of an approval meeting is to sign-off on the project scope.

This might be done in one large meeting with all decision makers. Or through a series of smaller meanings with individual stakeholders. A larger group of stakeholders should designate a single representative for this meeting.

Before each meeting, the project manager should review the scope-- paying particular attention to any areas that impact the stakeholders attending the meeting. The project manager should guide the stakeholders through the project scope materials with the intention to gain buy-in and ultimately approval. Sometimes, scope approval meetings result in changes to the project scope document, and even to the project scope.

The project manager should then make the appropriate changes and re-initiate the approval process. One scope is approved, the project manager can begin project planning. These approvals at the end of phases are referred to as gates. And they will occur throughout the project.

Gate approval must be reached before the next phase can begin. In each gate approval, the project manager will provide the project sponsor or key decision makers with the project information necessary to approve the work. During the gate approval process, the project manager presents the current status of the project, and reviews any outcomes or deliverables with the project sponsor and stakeholders.

Any changes to the scope or any information on other changes or risks to the project are also presented. The project managers then seeks their approval. If approval is received, the gate is passed and the next phase can begin. If it's not received, then work is scheduled to address the outstanding issues. Once that work is complete, the project manager re-initiates the gate approval process.

It is the project sponsor that has ultimate approval authority. As you might recall, the project sponsor is the person or organization funding or championing the project. This means that the project sponsor must sign off on deliverables, budgets, and schedules. The sponsor will also help support the project with the organization, and seek the resources needed for project success.

It is best if a project has only one sponsor, so the project manager cooperates with one person on decisions. With multiple sponsors, the project manager might be caught between conflicting opinions, resulting in delays. And that's how a project manager gains scope approval.

Good job. You've learned quite a bit in this lesson. You understand what project governance is, you know about the scope approval process, and you know what a gate approval is. You also learned that the project sponsor is the ultimate authority on the project. Excellent work. And have a great day.

Terms to Know
Project Approval

The process used to seek approval by a project manager throughout a project life-cycle; including identifying specific stakeholders that will be involved in the approval process.

Project Governance

Criteria established for managing projects and identifying how decisions will be made, approvals managed and set the rules for managing change.