Course info
Jun 30, 2017
1h 32m

An effective PM needs to learn to lead projects with confidence, develop and meet requirements, and come in on time and within budget. In this course, Defining Project Scope and Managing Resources, you will learn about the project chartering process. First, you will learn how effective project managers define requirements. Next you will walk through the development of a work breakdown structure. Finally, you will explore how constrained resources can be effectively managed for project success. When you are finished with this course, you will have an understanding of the project chartering process and be ready to continue your learning for the CompTIA Project+ exam.

About the author
About the author

Casey has experience leading projects in many fields, including healthcare, digital media, mobile app development, consumer product design, education, and event management. He's constantly in pursuit of new challenges and loves to share what he learns along the way with others.

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More courses by Casey Ayers
Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone. My name is Casey Ayers, and welcome to my course, Defining Project Scope and Managing Resources. I'm the author of Pluralsight series of PMP and Business Analysis courses, and now it's my pleasure to help you learn more about project management and prepare for the CompTIA of Project+ PK0-004 exam with this second course in our CompTIA Project+ series. Earning a CompTIA Project+ certification is a great way to express your interest in project management as a profession, hone your skills, and learn about some of the tools and techniques leaders in the field utilize to find success. Best of all, the only requirement to take the exam and earn the CompTIA Project+ certification is a passion to learn more about project management. Some of the major topics that we'll cover in this course include the project chartering process, how to define requirements in project scope, how to develop work breakdown structures, and how to manage and optimize the use of physical, capital, and human resources. By the end of this course, you'll know how to assemble a project charter that sets a foundation for project success, know how to decompose project work into an actionable work breakdown structure, and be ready to continue your training with the courses that follow in this series. Interest in learning more about project management is the only prerequisite for this course, though exposure to project environments and the preceding course can certainly help as well. This course and others in the series can not only help you learn more about project management and prepare for the CompTIA Project+ exam, but also serve as a great refresher for established project managers and as an opportunity to earn continuing education credit towards certifications like the PMP. I hope you'll join me on this journey to learn more about managing projects in the CompTIA Project+ certification with this course, Defining Project Scope and Managing Resources, at Pluralsight.

Chartering Projects
Hello and welcome. I'm Casey Ayers, and this is Defining Project Scope and Managing Resources. This is the second course in a five course series built to help prepare you for the CompTIA Project+ certification, and the PK0004 exam. Project+ is a great first step towards learning more about project management. Whether you are about to embark on managing your first project, or would like to gain more expertise, and apply more structure to projects that you're already managing. In addition to helping you prepare for the CompTIA Project+ certification. And in order to provide progress toward more advance certifications like the PMP, this series can also serve as a great tune up for those looking for continuing education credit to keep existing certifications like PMP active. In the last course, we discussed what sets project management apart from the day to day operational management needs of an organization. We learned about some of the key roles and responsibilities that are found in project environments. And we saw how resource limitations and constraints can affect how we manage projects successfully. In this course, we're going to move on to look at how projects are chartered. How requirements are defined. How work breakdown structures are developed, and how resources can be managed and optimized. In this module, we'll begin by looking at the five process groups, and how these help project managers to better understand and structure their work. Then, we'll look at what goes into making an effective business case that proves that a project is worth undertaking. After that, we'll look at how statements of work are composed based on the business case that we've described, and the scope that we've agreed upon for the project. Finally, we'll bring all of these different elements together, discussing what makes for a successful project chartering process. Let's get started.

Defining Requirements
While a project charter may act as the guiding star for a project's work, it alone doesn't include the level of detail necessary for our work to proceed. Once we've agreed on the broad scope of our project and what its objectives should be, it's important to determine exactly what we must do in order to meet those objectives. The first step in this process is to define our project's requirements. In this module, we'll look at how project scope statements are created, and how they differ from project charters. Then, we'll look at the different types of requirements that must be considered in developing our project plans. From there, we'll look more closely at how you can write effective requirements that really capture what it is that you hope to achieve in the best possible way. Finally, we'll see how these requirements begin to take shape in the form of the project management plan that will serve as the ultimate guide to your work moving forward. Let's get started.

Developing the Work Breakdown Structure
What blueprints are to architects, work breakdown structures are to project managers. In this module, we'll begin by looking at the scope baseline, the measure that we'll use in order to ensure we meet our project's objectives. Then we'll look at decomposing project work, how we turn broad objectives into specific tasks to complete. Next, we'll move onto work breakdown structures themselves, and discuss how this important tool helps project managers keep track of all of the activities that make up their project. Then, we'll explore the role of WBS dictionaries and how they work hand in hand with work breakdown structures. Finally, we'll take a look at tracing requirements and how we can ensure we always have the best idea how project work is progressing, and who should know the most about each activity as we move forward. Let's jump right in.

Managing and Optimizing Resources
In the final module of this course, we'll look at managing and optimizing resources. First, we'll discuss the types of resources that must be managed in project environments and how our strategies for dealing with each compare and contrast with one another. Then we'll take a look at two essential techniques for optimizing resource usage, resource smoothing, and resource leveling. Let's get right to it.