The art of properly scoping a project

One of the biggest reasons learning projects run over budget, miss deadlines, or fail to deliver impact is poor scoping at the start. Without a clear, well-defined scope, projects suffer from unclear expectations, changing requirements, and uncontrolled scope creep.

This session provides a practical, step-by-step guide to properly scoping a learning project so you can set clear boundaries, align stakeholders, and avoid costly misalignment later on. You’ll learn how to define project goals, determine what’s in and out of scope, and establish key deliverables from the outset. We’ll also explore common scoping mistakes and how to prevent them, ensuring your project starts off with the clarity and alignment needed for success.

Whether you’re managing a large-scale training rollout or a smaller initiative, this session will help you scope projects effectively—so they stay on track, on time, and on budget.

Your people will learn how to:

  • Define the scope of a learning project clearly from the start, so you can avoid confusion, misalignment, and unnecessary rework.
  • Ensure project goals align with performance requirements and business objectives, so your learning initiatives drive measurable business impact and aren’t just “checking the box.”
  • Identify what is in scope and out of scope, so you can prevent miscommunication, manage stakeholder expectations, and avoid unnecessary work.
  • Define detailed project requirements and dependencies, so you avoid overlooked technical, content, or SME-related roadblocks that could cause delays later.
  • Establish clear project goals and deliverables, so your team and stakeholders know exactly what success looks like and how to measure it.
  • Recognize common scoping pitfalls, so you can proactively prevent issues like shifting requirements, vague objectives, and hidden dependencies before they derail the project.
  • Estimate realistic timelines and resource requirements, so you can confidently set expectations, allocate resources efficiently, and deliver the project on schedule.
Capacity
20 people
Location
Virtual
Duration
2.5 hours

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About BCL

Understanding how people learn isn’t always enough.  To get projects done and make sure you target the right goals, you have to navigate complex organizations and their social environments.  That’s where consulting experience is a huge advantage.  We combine deep understanding of learning with practical management consulting experience.  This is the key to delivering high end learning experiences that move the dial.

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