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To download template, click here: Scope Document.docx

Why develop a scope statement?   

The scope statement forms the basis for agreement between customer and the project team and defines what is part of the project and what is not.  In addition, the scope statement provides a common understanding of the project for all stakeholders, is the basis for all project related decisions, and is used to determine whether the project has been completed.

Steps:

Panel
  1. Define: PM documents scope based on business case
  2. Verify: PM submits to sponsor for approval and initiates project planning and deliverables
  3. Refine: PM revises scope based on project kick off, sponsor meetings and change requests

                                                           

                              Document History

Version

Description

Author

Date

1.0

Initial Document                                        

Pat Smith         

5/1/2011                   

1.1

Updates based on…

Pat Smith

7/1/2011

1.2

Updated based on…



1.3




1.4




1        Overview

Project Manager:

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*{_}Chief sponsor:_* _\[The individual accountable for the benefits of the project, removal of obstacles, approval of scope, project plan and changes\]_

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*{_}Business Owner:_* _\[Business representative, responsible for implementation on the business side, and subject matter expert\]_

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*{_}Project Description{_}{*}_: \[Provide a detailed description of the project.\]_

  • Goals:
  • Justification:

Assumptions/Constraints (Risks)/Dependencies

Success Criteria

1.1       In-Scope

Describe items that the project will address. Project objectives should be quantifiable and measurable.

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_ _The following features are in-scope for \[project name\] and will be included in the Requirements and Implementation:

  1. Lorem ipsum
  2. Lorem ipsum

1.2       Out-of-Scope

Describe any items that the project will not address.

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The following features are out-of-scope for \[project name\] and will not be included in the Requirements and Implementation:

  1. Lorem ipsum
  2. Lorem ipsum

1.3       Sign-Off

...

Chief Sponsor:    _________________________________________________________________Date __________

...

 

...

Business Owner: _________________________________________________________________Date __________