Project Scope Statement
Prepared by: Date: Scope Statement Revision History
Rev. Rev. Date Description Prepared by
The scope statement is an agreement among the project team, the project sponsor and key stakeholders. It represents a common understanding of the project for the purpose of facilitating communication among the stakeholders and for setting authorities and limits for the project manager and team. The scope statement includes relating the project to business objectives, and defining the boundaries of the project in multiple dimensions including approach, deliverables, milestones, and budget.
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 1 of 9
Office of Enterprise Technology
Table of Contents
A. Executive Summary ............................................................................................ 3 B. Business Objectives ........................................................................................... 3 C. Project Description ............................................................................................. 3 D. Project Approach ................................................................................................ 5 E. Project Estimates ................................................................................................ 5 F. Project Controls .................................................................................................. 6 G. Authorizations..................................................................................................... 8 H. Scope Statement Approval Form/Signatures...................................................... 9
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 2 of 9
Office of Enterprise Technology
A. Executive Summary
B. Business Objectives
1. Business Need/Opportunity/Objectives
2. Product Description (Solution)
3. Deliverables
C. Project Description
1. Scope Includes: Does Not Include:
2. Completion Criteria
3. Risk Assessment
4. Constraints
5. Dependency Linkages
6. Impacts
7. Measures of Project Success
8. Assumptions
9. Critical Success Factors
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 3 of 9
Office of Enterprise Technology
10. Roles and Project Stakeholders Roles The following role definitions are being applied to the resources assigned to this project: Provides executive team approval and sponsorship for the project. Has budget ownership for the project and is the major stakeholder and recipient for the project deliverables.
Project Sponsor
Project Owner Provides policy definition to the Project team. Resolves all policy issues with the appropriate policy owners in order to provide a clear, decisive definition. Makes final decisions and resolves conflicts or issues regarding project expectations across organizational and functional areas. The project owner and the project manager have a direct link for all communication. The project manager will work directly with the project owner on all policy clarification. Project Manager Provides overall management to the project. Accountable for establishing a Project Charter, developing and managing the work plan, securing appropriate resources and delegating the work and insuring successful completion of the project. All project team members report to the project manager. Handles all project administrative duties, interfaces to project sponsors and owners and has overall accountability for the project. Steering Provide assistance in resolving issues that arise beyond the committee project manager’s jurisdiction. Monitor project progress and provide necessary tools and support when milestones are in jeopardy. Stakeholder Key provider of requirements and recipient of project deliverable and associated benefits. Deliverable will directly enhance the stakeholders’ business processes and environment. Majority of stakeholders for this project will be agency heads, CIO’s and project management representatives. Team Member Working project team member who analyzes, designs and ultimately improves or replaces the business processes. This includes collaborating with teams to develop high level process designs and models, understanding best practices for business processes and partnering with team members to identify appropriate opportunities, challenging the old rules of the business and stimulating creating thinking, and identifying organizational impact areas.
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 4 of 9
Office of Enterprise Technology
Stakeholders Name Role Project Sponsor Project Owner Project Manager Steering Committee Member Steering Committee Member
D. Project Approach
Planned Approach
E. Project Estimates
1. Estimated Schedule Key Project milestones relative to project start are as follows: Project Milestones Project Start Target Date MM/DD/YY
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 5 of 9
Office of Enterprise Technology
Project Completion 2. Resource Requirements – Team and Support Resources The following personnel resources are required to complete this project:
Personnel Resource Types
Quantity
Total Personnel Resources
3. Estimated Cost
Expense Labor Internal External Hardware Software Other Total Original Budget Current Budget Spent to Date Est. to Complete Current Forecast Variance
4. Checkpoint/ Funding Schedule
F. Project Controls
1. Steering Committee Meetings
2. Monthly Status Reports
2. Risk Management
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 6 of 9
Office of Enterprise Technology
3. Issue Management
5. Change Management
6. Communication Management
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 7 of 9
Office of Enterprise Technology
G. Authorizations
The Scope Statement will be approved by: The Project Manager The Project Lead The Project Sponsor Project Changes will be approved by: The Project Lead Project deliverables will be approved/accepted by: The Project Lead The Project Sponsor The Key Stakeholders Specific task responsibilities of project resources will be defined in the Project/work Plan.
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 8 of 9
Office of Enterprise Technology
H. Scope Statement Approval Form/Signatures
Scope Statement Approval Form
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 on the objectives and scope of the project before significant resources are committed and expenses incurred. I have reviewed the information contained in this Scope Statement and agree. Name Signature Date
The signatures of the people above relay an understanding in the purpose and content of this document by those signing it. By signing this document you agree to this as the formal Project Scope Statement.
08/12/2008
Scope Statement Template V 2.0 Jan 2006
Page 9 of 9
Office of Enterprise Technology