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:
- Define: PM documents scope based on business case
- Verify: PM submits to sponsor for approval and initiates project planning and deliverables
- Refine: PM revises scope based on project kick off, sponsor meetings and change requests
What to Include:
- Project Name
- Document Version
- Document Revision history
- Project Overview
- Project Manager
- Chief sponsor: The individual accountable for the benefits of the project, removal of obstacles, approval of scope, project plan and changes
- Business Owner: Business representative, responsible for implementation on the business side, and subject matter expert
- Project Description: Provide a detailed description of the project, including goals and justification
- Assumptions/Constraints (Risks)/Dependencies
- Success Criteria
- Project Scope
- What is In scope: Describe items that the project will address. Project objectives should be quantifiable and measurable.
- What is Out-of-Scope: Describe any items that the project will not address.
- Scope Document Sign-Off: Usually provided by Sponsor and/or key business owner(s)
Overview
Content Tools
Activity