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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Develop a preliminary project scope statement for a simple to moderately complex project 
SAQA US ID UNIT STANDARD TITLE
243823  Develop a preliminary project scope statement for a simple to moderately complex project 
ORIGINATOR
SGB Project Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Project Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  Level 5  Level TBA: Pre-2009 was L5  12 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Learners credited with this unit standard are able to obtain, analyse and interpret a project charter or brief and its associated documents. They will be able to, from the document, define the project assumptions, constraints, inclusions and exclusions and include these in the development of the preliminary scope statement. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
It is assumed that learners are competent in:
  • Mathematical Literacy at NQF level 4 or equivalent.
  • Communication at NQF level 4 or equivalent.
  • Computer Literacy at NQF level 3 or equivalent.
  • Unit Standard: Contribute to project initiation, scope definition and scope change control at NQF level 4.
  • Unit Standard: Develop a simple schedule to facilitate effective project execution at NQF level 4. 

  • UNIT STANDARD RANGE 
    Simple to moderately complex project can be defined as project that has:
  • A high degree of stability, few uncertainties or low rate of change with regard to expected deliverables, phase contents, organisational process and procedures, legislation and team members.
  • Limited range of different methods or approaches relating to: The design and creation of deliverables and end products.
  • Low to moderate impact on the environment and or socio economic elements; Moderate to low need to comply with legislation: Moderate number of stakeholders affected by or interested in the project.
  • Low strategic importance to the organisation or organisations involved; Not necessary identified in strategic plans.
  • Stakeholders, that are in agreement about the characteristics of the product of the project; Benefits of the project well defined and agreed.
  • Low number of different organisations participating in the project; A low number; and or wide variety of interfaces between the project and other organisational entities in order to produce the end deliverable. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Interpret the project charter or brief and associated documents. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Reasons for undertaking the project are interpreted and described to reflect the desired outcomes of project. 

    ASSESSMENT CRITERION 2 
    Goals and objective of the project are identified and described in line with project charter. 

    ASSESSMENT CRITERION 3 
    The way the project integrates with the overall business strategy is interpreted and described in line with the project charter. 

    SPECIFIC OUTCOME 2 
    Determine the key requirements of the project. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The products of the project required to achieve the objectives of the project, are identified and described. 

    ASSESSMENT CRITERION 2 
    The major deliverables required to produce the products of the project, are identified, described and recorded in the required format. 

    ASSESSMENT CRITERION 3 
    The major resources groupings required to achieve the major deliverables are identified and documented in the required format. 
    ASSESSMENT CRITERION RANGE 
    Major resource groupings include but are not limited to project team members, contracting groups, equipment and material.
     

    ASSESSMENT CRITERION 4 
    Inclusions and exclusions from the project are identified and documented in the required format in support of project scope clarification agreements. 

    ASSESSMENT CRITERION 5 
    An initial project schedule is compiled to determine the initial overall timeline of the project and is documented in the required format. 
    ASSESSMENT CRITERION RANGE 
    Initial project schedule consists of key project milestones e.g. key milestone chart.
     

    ASSESSMENT CRITERION 6 
    The initial project budget is compiled to determine the feasibility of the project and is documented in the required format. 
    ASSESSMENT CRITERION RANGE 
    Initial project budget is mostly a top-down approach rather that a bottom-up approach when a detailed project budget is compiled.
     

    SPECIFIC OUTCOME 3 
    Develop the Project Management approach. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The major project assumptions and constraints are identified and documented in the required format. 

    ASSESSMENT CRITERION 2 
    Major project assumptions and constraints are interpreted and the impact thereof on the project is explained. 

    ASSESSMENT CRITERION 3 
    Project strategies are identified and described in the context of both its alignment with project objectives and practicality. 
    ASSESSMENT CRITERION RANGE 
    Project strategies include but are not limited to management strategies for scope, schedule, cost, quality, risk, communication.
     

    ASSESSMENT CRITERION 4 
    Project controls required to govern the project are determined and documented in the required format. 
    ASSESSMENT CRITERION RANGE 
    Project controls include but are not limited to policies, procedures, standards and guidelines required to govern the project.
     

    ASSESSMENT CRITERION 5 
    Performance measures and acceptance criteria are identified and explained in support of project objectives. 

    ASSESSMENT CRITERION 6 
    The Project Management approach is compiled to best suit the specific project and the stakeholder requirements. 
    ASSESSMENT CRITERION RANGE 
    The project management approach includes but is not limited to project phases, project management processes and specific strategies regarding key project aspects.
     

    SPECIFIC OUTCOME 4 
    Compile a preliminary project scope statement. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    All components of the preliminary scope statement are gathered, interrogated and checked for cohesion and balance between them to ensure alignment between them. 
    ASSESSMENT CRITERION RANGE 
    Components include but are not limited to the products of the project, major deliverables, inclusions and exclusions, initial project schedule and budget, assumptions, project strategies, controls and performance measures.
     

    ASSESSMENT CRITERION 2 
    Revisions to correct discrepancies between components are agreed with relevant stakeholders and in the required format. 

    ASSESSMENT CRITERION 3 
    All components are integrated into the preliminary scope statement document in the required format. 

    ASSESSMENT CRITERION 4 
    The preliminary scope statement document is submitted and presented for approval by the authorised individuals in the required format and time frame. 

    ASSESSMENT CRITERION 5 
    The approved preliminary scope statement is communicated to all relevant stakeholders in the required format and time frame. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this unit standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment to be conducted by an accredited provider according to internal approved provider policy and the relevant ETQA guidelines.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Knowledge to interpret the project charter or brief and associated documents.
  • An understanding of the key requirements of the project.
  • Knowledge of organisational policies and procedures regarding project execution.
  • An understanding of performance measurement tools and techniques.
  • An understanding of evaluation tools and techniques.
  • Knowledge of project management strategies. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems related to the constraints of a project. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others when gathering information to produce a preliminary scope statement. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, evaluate, organise and critically evaluate information when identifying project assumptions, constraints, inclusions and exclusions. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to produce a preliminary scope statement. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of each learner and the social and economic development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of reflecting on and exploring a variety of strategies to learn more effectively. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    Terms, techniques and processes referred to in this unit standard are based upon recognised best practice for generic project management reflected in industry standards such as:
  • Standards from Project Management Institute (PMI®) such as:
    > A Guide to the Project Management Body of Knowledge (PMBoK Guide), 2000 and 2004 versions, from Project Management Institute (PMI®).
    > Extensions to PMBoK® Guide from PMI®.
    > Work Breakdown Structure.
    > Earned Value.
  • Body of Knowledge from Association for Project Management, UK.
  • ISO 10006.
  • British Standard 6079.
  • IPMA Competence Baseline from International Project Management Association.
  • Project Management role delineation studies from PMI® for CAPM and PMP.
  • Project Management Competency Development Framework from PMI® 2002.
  • Emerging global performance standards for project management personnel (GPSPMP - Global).
  • Australian National Competency Standards for Project Management 2003. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  58309   National Diploma: Project Management  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  65649   National Certificate: Official Statistics  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  PSETA 
    Elective  58395   National Certificate: Project Management  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  SERVICES 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.