Scope Management Guideline

Sep 11, 2026

Scope Management Guideline (June 2021) defines how project scope is identified, authorized, documented, and controlled across a project lifecycle. It outlines procedures for authorizing work during Problem Screening, creating a Charter for advancement, and using phase-specific Scope Statements for Preliminary Engineering and Final Design. Roles and responsibilities for CIPD, CPC, CPSC, Project Manager, Designers, DPM, Management System Owners, and SMEs are clarified, including how scope changes are managed and communicated to minimize unauthorized work, cost growth, and schedule impact.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Scope Management Overview

Purpose

Definitions

Procedure

Authorizing Work

Defining and Managing Scope

Key Products

Charter

Scope Statement

Major Stakeholders

Capital Investment Planning and Development (CIPD)

Capital Program Committee (CPC)

Capital Program Screening Committee (CPSC)

Designer

Division of Project Management (DPM)

Management System Owner

Subject Matter Experts (SMEs)

Change

Charter Changes and Scope Change Control

Communication

Scope Management Guideline June, 2021 Procedures are subject to change without notice. Check the Capital Project Delivery website to ensure this is the current version. Table of Contents Scope Management Overview ................................................................... 1 Charter ................................................................................................. 3 Scope Statement .................................................................................... 5 Managing Scope Changes ......................................................................... 6 Scope Management Overview Scope Management is the process used to include all required work in a project or proposed project and to manage and control scope over the life of the project. New Jersey Department of Transportation (NJDOT) Capital Projects are properly authorized by the Capital Program Committee (CPC) using a Charter, have defined Scope Statements documenting project work for specific phases (Preliminary Engineering and Final Design) . Purpose The primary goal of scope management is to make certain the work of the project or proposed project is identified, authorized, defined and managed over the life of the project. Accomplishing this goal will help to eliminate unauthorized work, minimize unwarranted changes and ultimately minimize the cost of the project and the time required to complete the project. Definitions See the Capital Project Delivery (CPD) Process Web Site Glossary Page for current definitions. Procedure Authorizing Work: During the Problem Screening (PS) phase, Capital Investment Planning and Development (CIPD) reviews and screens Problem Statements to determine appropriate action. CIPD consults with Subject Matter Experts (SMEs), Management Systems Owners and the Division of Project Management, if needed. Ifa Problem Statement is to be recommended to advance into Concept Development (CD), CIPD coordinates with SMEs and creates a Charter. CIPD then presents the Charter and all other pertinent documentation to the Capital Program Screening Committee (CPSC) for recommendation to the CPC. Ultimately, the CPC approves the Charter authorizing the Problem Statement to advance into CD. This approval also authorizes the time and funds to complete the work of CD. Defining and Managing Scope: For phases following PS, the scope of the effort must be documented and formally approved. This is accomplished using a Scope Statement. There are separate Scope Statement templates for Preliminary Engineering (PE) and Final Design (FD) . Each Scope Statement template is based on the Project Delivery Process and lists all of the products for the phase. The Project Manager customizes each Scope Statement based on the specifics ofthe project or proposed project. The Project Manager uses the Scope Statements to manage and control work. Key Products Charter: The Charter is a document created by CIPD and approved by the CPC that authorizes the existence and advancement of a problem statement, and provides the authority to apply organizational resources to work activities. The Charter typically includes the name of the problem statement, justification, objectives, recommendation, responsible unit and authorizing signatures. Scope Statement: The PE and FD Phases each have a Scope Statement specific to the work to be accomplished in that phase. The Scope Statement lists the anticipated work for a project and includes details of the project deliverables. This includes a description of the limit of scope of the project to the extent known at the beginning of the phase. Major Stakeholders Capital Investment Planning and Development (CIPD): CIPD reviews and ranks Problem Statements. CIPD also works with stakeholders, including SMEs, to develop Charters on behalf of Management System Owners for presentation to the CPSC. Capital Program Committee (CPC) : The CPC signs the Charter authorizing the proposed proj

FAQs

What is the purpose of scope management in this guideline?

The primary goal is to ensure all project work is identified, authorized, defined, and managed throughout the project lifecycle to prevent unauthorized work and minimize cost and schedule impacts.

How is work authorized during the Problem Screening phase?

Capital Investment Planning and Development (CIPD) reviews and screens problem statements, consults subject matter experts as needed, coordinates for creation of a Charter, and presents it for recommendation to the Capital Program Screening Committee, which ultimately supports approval by the Capital Program Committee.

What documents define and manage scope for later phases?

After Problem Screening, scope is documented and formally approved through Scope Statements, with separate templates for Preliminary Engineering and Final Design that the Project Manager customizes and uses to manage and control work.

Sep 11, 2026

Uploaded by Oliver Hayes