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To download template, click here: Scope Document.docxStatement Template

To see a completed example, click here: Scope Statement Example

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

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Version

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Description

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Author

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Date

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1.0

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Initial Document                                        

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Pat Smith         

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5/1/2011                   

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1.1

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Updates based on…

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Pat Smith

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7/1/2011

  1. requests       

What to Include:

  1. Project Name
  2. Document Version
  3. Document Revision history
  4. Project

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1.2

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Updated based on…

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1.3

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1.4

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  1. Overview
    1. Project Manager

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    1. Chief

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    1. sponsor:

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    1. The

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    1. individual

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    1. accountable

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    1. for

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    1. the

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    1. benefits

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    1. of

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    1. the

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    1. project,

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    1. removal

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    1. of

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    1. obstacles,

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    1. approval

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    1. of

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    1. scope,

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    1. project

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    1. plan

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    1. and

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    1. changes

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    1. Business

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    1. Owner:

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    1. Business

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    1. representative,

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    1. responsible

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    1. for

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    1. implementation

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    1. on

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    1. the

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    1. business

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    1. side,

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    1. and

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    1. subject

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    1. matter

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    1. expert

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    1. Project

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    1. Description

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    1. :

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    1. Provide

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    1. a

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    1. detailed

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    1. description

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    1. of

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  • Goals:
  • Justification:
    1. the

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    1. project, including goals and justification
    1. Assumptions/Constraints (Risks)/Dependencies
    2. Success Criteria

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  1. Project Scope
    1. What is In scope: Describe items that the project will address. Project objectives should be quantifiable and measurable.

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

  1. Lorem ipsum
  2. Lorem ipsum

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    1. What is Out-of-Scope

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    1. : Describe any items that the project will not address.

Wiki Markup
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

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Chief Sponsor:    _________________________________________________________________Date __________

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Business Owner: _________________________________________________________________Date __________
  1. Scope Document Sign-Off: Usually provided by Sponsor and/or key business owner(s)