This is a template that can help establish the scope of a business project by establishing
what objectives the project will strive to achieve. Typically, a scope statement will not
only include what the project hopes to accomplish, but it also establishes what the
project does not accomplish. This template outlines project deliverables, affected
organizations within the company, affected business processes, exclusions from scope,
implementation of approach, and time schedule. This document should be used by
small businesses or other entities that want to clarify and establish project goals and
objectives.
DOCUMENT INFORMATION
Title (Title of this document)
Category/Department (Enter the process category, or the name of the department that will use
this document)
Author (Name of the person who completed this template)
File Location (Enter the link or file path to where the most current version of this
document will be located)
REVISION HISTORY
Date Name Revision Summary Pages
(Date (Person who revised (Summary of the changes that were made) (Pages
revision was the document) where
made) changes
were
made)
Table of Contents
SECTION I. Business Objectives .......................................................................................................... 4
1. Business Need/Opportunity .............................................................................................................. 4
2. Project Objectives ............................................................................................................................. 4
3. Deliverables ...................................................................................................................................... 4
4. Stakeholders ...................................................................................................................................... 4
SECTION II. Project Description............................................................................................................ 4
1. Scope ................................................................................................................................................. 4
A. Includes ......................................................................................................................................... 4
B. Does Not Include .......................................................................................................................... 5
2. Assumptions...................................................................................................................................... 5
3. Dependencies and Constraints .......................................................................................................... 5
SECTION III. Project Approach............................................................................................................... 5
1. Planned Approach ............................................................................................................................. 5
2. Project Controls ................................................................................................................................ 5
SECTION IV. Project Estimates ............................................................................................................... 5
1. Resource Requirements..................................................................................................................... 5
2. Estimated Cost .......................................................