Getting a Clear Scope for Your Project: A Conversation with Joseph Garfield | Summary and Q&A

June 17, 2021
Online PM Courses - Mike Clayton
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Getting a Clear Scope for Your Project: A Conversation with Joseph Garfield


Scoping is the most crucial phase in project management as it ensures alignment with stakeholders and prevents wasted time and resources on the wrong objectives.

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Key Insights

  • ⌛ Scoping is essential to prevent wasted time and resources on misguided objectives.
  • 🤩 Identifying key stakeholders ensures alignment and involvement of decision-makers and those who will use the project's outcomes.
  • 📜 Scoping requires ongoing document revision and adherence to manage changes effectively.
  • 🖐️ Project managers play a critical role in mediating conflicting opinions and ensuring consensus among stakeholders.
  • 📽️ Projects must adhere to the project charter or similar formalized document to maintain focus and prevent scope creep.
  • 🥺 Scoping provides a clear roadmap for planning and execution, leading to successful project outcomes.
  • 😷 Effective scoping requires asking probing questions to gather stakeholder input and understanding their expectations of success.


joseph hello hello mike hi joseph garfield is an i.t project manager who specializes in managing large teams to plan and deliver complex technology projects and programs through joseph's business which is phase three it project management he's developed a simple and effective approach for setting up and operating a robust yet simple project with a ... Read More

Questions & Answers

Q: Why is scoping considered the most important phase in project management?

Scoping sets the foundation for project success by ensuring clarity on objectives and preventing wasted resources on the wrong outcomes. Without a clear scope, projects risk failure.

Q: How do you determine the key stakeholders for a project?

Start by identifying those who have the authority to impact the project's success, such as those who sign the check or will use the project's deliverables. Interviewing and gathering insights from various stakeholders is essential.

Q: How do you handle conflicting opinions and priorities among stakeholders?

Facilitate discussions and mediate between stakeholders. Consider both hierarchical and intellectual authority, balancing technical and political opinions. Reconciling conflicting viewpoints may require engaging stakeholders in the same room and facilitating a discussion towards consensus.

Q: When is scoping considered complete?

Scoping is complete when the project charter, or equivalent document, is signed off by all key stakeholders. This document outlines project deliverables, constraints, and success factors, serving as a reference point throughout the project.

Summary & Key Takeaways

  • Scoping is the foundation of project success and prevents building "your ladder against the wrong wall."

  • Identifying key stakeholders and their input is essential to understanding project goals and ensuring success.

  • Stakeholders may include those who sign the check, end users, operational support staff, and technical leaders.

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