Scope Statement Template

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The key takeaways are that this document provides an overview and outline of a project scope statement including sections for executive summary, business objectives, project description, milestones, approach, and authorizations.

The purpose of the project scope statement is to provide a vehicle for documenting the initial planning efforts for the project and to reach agreement between the Project Manager and Sponsors on the objectives and scope of the project before significant resources are committed.

The project scope must include the primary deliverables, what is excluded from the project, any external dependencies, assumptions and constraints.

Put your Put your Project Scope Lite – Tier 1

logo here Organization


Name here

PROJECT SCOPE Statement

Note: Any work not explicitly included in the Project Scope Statement
is implicitly excluded from the project.

Create links to referenced documents (e.g., Link_To_… ) by using Insert  Hyperlink on your toolbar.

Note that all documents that are linked to the Scope Statement become part of the Project Scope
and require the same degree of management control. Such documents should be maintained in a
separate Scope directory along with the Scope Statement.

Project Name:
Project Manager:

Version History (insert rows as needed):


Version Date Comments
(MM/DD/YYYY)
1.0

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Put your Put your Project Scope Lite – Tier 1
logo here Organization
Name here

1. Executive Summary
Provide below a brief overview of this project (e.g., project purpose and justification):

Information in the project summary area was developed during the project concept Link_To_Project_Charter
phase (Project Charter) and should be included here. Provide a link to the Project
Charter for reference.
Note: In any instance where there is a discrepancy between the Project Charter and the Project
Scope Statement, the latter is considered authoritative.

2. Business Objectives
2.1 Product Description (Solution): Describe what this project will produce

2.2 Business Objectives: What specific business impact will this project have? Business
Objectives should be objectively measurable.

3. Project Description
For each area below, provide sufficient detail to define this project adequately:
3.1 Project Scope
Includes: List primary Project Deliverables

Does Not Include: For clarification, list what is not included in this project

3.2 External Dependencies: Who outside the project team will you depend on for successful
completion of this project?

3.3 Assumptions / Constraints: e.g. mandated completion date, staffing limitations, etc.

4. Project Milestones
4.1 Estimated Schedule Key project milestones relative to project start are as follows. (Insert rows as
needed):
Project Milestone Target Date
(MM/DD/YYYY)

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Put your Put your Project Scope Lite – Tier 1
logo here Organization
Name here

4. Project Milestones
 Project Start




 Project Complete

5. Project Approach

Describe Primary Plans briefly in the space below.

Will the project have formal written plans – i.e., Project Schedule, Budget, Resource?

How will project issues be dealt with?

How will Change Requests be dealt with?

List any scheduled project team meetings, planned status reports:

6. Authorizations
Modify as necessary

The Scope Statement, Project Schedule, Resource Plan and Project Budget are approved by the:

 Project Sponsor

 Project Manager

Project performance baseline changes will be approved by the:

 Project Sponsor

 Project Manager

Project deliverables will be approved/accepted by the:

 Project Sponsor

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Put your Put your Project Scope Lite – Tier 1
logo here Organization
Name here

6. Authorizations
 Key Stakeholders

7. Project Scope Statement Approval / Signatures


Project Name:

Project Manager:
The purpose of this document is to provide a vehicle for documenting the initial planning efforts for the project. It is
used to reach a satisfactory level of mutual agreement between the Project Manager and the Project Sponsors and
Owners with respect to the objectives and scope of the project before significant resources are committed and
expenses incurred.

I have reviewed the information contained in this Project Scope Statement and agree:

Name Role Signature Date


(MM/DD/YYYY)

The signatures above indicate an understanding of the purpose and content of this document by those
signing it. By signing this document, they agree to this as the formal Project Scope Statement document.

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