A project scope statement is a detailed document which describes the project scope: the project deliverables, acceptance criteria, exclusions, assumptions, and constraints. It describes, in detail, the project deliverables thereby documenting the entire project scope. stakeholdermap.comThe scope statement is a vital document that enables the project team to complete detailed planning, scheduling, and control the project during the project life-cycle. It needs to be detailed because it provides a baseline which the project manager can use to determine whether a change request is in scope.
The statement derives information from the Project Charter, and requirements documentation. Its creation is guided by the Scope Management plan, and it may also be impacted by the assumptions documented in the Assumption Log and by the risk register.
This template includes all of the areas you need to cover, with includes useful hints and tips to help you complete each section.
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The contents of the Project Scope Statement Template
Field
Field Description and Tips to Complete
Project details and document control
Provide information on the project and document:
- Project Name and Reference
- Document information: ID, owner, issue date, last saved date, file name or path.
- Document history: version, issue date, changes.
- Document approvals: role, name, signature, date.
Project Scope Definition
Describe or list the scope of the project. This should be the overall scope - the scope for each deliverable will be provided separately.
Example 1
Implement a SaaS Customer Relationship Management solution using out of the box configuration and all core modules (listed below). Deliver within by 6 months to 500 call – center agents and 2000 + end users. English language rollout in the 6 EMEA call – center locations.
Implement a SaaS Customer Relationship Management solution using out of the box configuration and all core modules (listed below). Deliver within by 6 months to 500 call – center agents and 2000 + end users. English language rollout in the 6 EMEA call – center locations.
Example 2
Build an eco-tree house custom build provided by EcoTree Living. X by x metres with 2 bedrooms, kitchen and living space, shower and compost toilet. Tree house to be off grid using solar and wind power with back up generator. Full insulation for year-round living with wood burning stove.
Build an eco-tree house custom build provided by EcoTree Living. X by x metres with 2 bedrooms, kitchen and living space, shower and compost toilet. Tree house to be off grid using solar and wind power with back up generator. Full insulation for year-round living with wood burning stove.
Deliverable Scope Definitions
Deliverable title and description | Assumptions and constraints | Exclusions | Acceptance criteria |
---|---|---|---|
Describe the deliverable in detail, including any relevant references. | Note any assumptions that have been made in relation to the deliverable, see below example entries. Also include any constraints (limiting factors) relevant to this deliverable. | Describe any items or characteristics that excluded from the scope of this deliverable. | Describe the set of conditions that the deliverables need to be met for this deliverable to be accepted. |
Knowledge base module off the shelf, ref ABC_knowledge_FY1905 |
Assumed install of version FY1905. Location of prod and dev must be EMEA Data center. |
Excludes smart suggestions in first phase. |
UAT sign-off by Project Board.
Go live of 500 call-center agents. |
Tree house roof spec 2205-M-R flat. |
Assumes enough space for access to roof below tree canopy. Must leave space for guttering to be added later. |
Garden roof roll mats. |
Meets building reg. Fitted within agreed completion date. |
Project Acceptance Criteria
Describe the set of conditions that the project needs to meet to be accepted by the Project Board.
For example:
Tree house to meet energy rating x.
CRM system to contain all customer data with relationships between contacts and companies intact.
Tree house to meet energy rating x.
CRM system to contain all customer data with relationships between contacts and companies intact.
Project Assumptions and Constraints
Document any project level assumptions that have been made. Assumptions are things that you are considering to be real without proof, usually until they can be tested as true. For example, it might be assumed that a component will be available by a certain date.
Also list any project level constraints. These are limitations on the project for example, budgetary constraints or time constraints.
For example:
It is assumed that site clearance and access will be in place by the time the treehouse materials are delivered on x.
It is assumed that the CRM system will be compatible with desktops used by call center staff.
It is assumed that site clearance and access will be in place by the time the treehouse materials are delivered on x.
It is assumed that the CRM system will be compatible with desktops used by call center staff.
Also list any project level constraints. These are limitations on the project for example, budgetary constraints or time constraints.
For example:
The tree house costs must not exceed £x.
The CRM system’s data center must be compliant with ISO 22301.
The tree house costs must not exceed £x.
The CRM system’s data center must be compliant with ISO 22301.
Project Exclusions
List any items, services, products, results etc that are known to be out of scope of the project. For example, any requirements that won’t be implemented.>
For example:
The tree house excludes the living/ garden roof option.
The CRM system excluded the chat option.
The tree house excludes the living/ garden roof option.
The CRM system excluded the chat option.
Project Scope Statement Template
Word download - Project Scope Statement Template (Word .doc)
PDF download - Project Scope Statement Template (PDF)
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