Scope Statement Overview

To download template, click here: Scope Statement 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:

What to Include:

1. Project Name
2. Version
3. Revision history
4. Overview
   1. Project Manager
   2. Chief sponsor: The individual accountable for the benefits of the project, removal of obstacles, approval of scope, project plan and changes
   3. Business Owner: Business representative, responsible for implementation on the business side, and subject matter expert
   4. Project Description: Provide a detailed description of the project.
      • Goals
      • Justification
   5. Assumptions/Constraints (Risks)/Dependencies
   6. Success Criteria
5. Scope
   1. In scope - Describe items that the project will address. Project objectives should be quantifiable and measurable.
   2.  Out-of-Scope - Describe any items that the project will not address.
6. Sign-Off: Usually provided by Sponsor and/or key business owner(s)