This is a worksheet that outlines the scope of a business project. The worksheet
dissects the scope of a project by analyzing project deliverables, project approach and
solution, and project business objectives. Additionally, it can be customized to provide
for any industry-specific language that may be necessary. This document should be
used by small businesses or other entities that want to define, widen, or narrow the
scope of a business project.
Project Scope and Business Objective Worksheet
A. General Information
Provide basic information about the project including: Project Title – The proper name used to identify this project;
Project Working Title - The working name or acronym that will be used for the project; Proponent Secretary - The
Secretary to whom the proponent agency is assigned or the Secretary that is sponsoring an enterprise project;
Proponent Agency – The agency that will be responsible for the management of the project; Prepared by – The
person(s) preparing this document; Date/Control Number – The date the plan is finalized and the change or
configuration item control number assigned.
Project Title: Project Working Title:
Secretary: Proponent Agency:
Prepared by: Date / Control
B. Project Scope
Analyze the project scope and objectives outlined in the Project Proposal and Charter to understand the Project
Deliverables. Answer these questions:
a) What are the Project Deliverables?
b) Where, when, and to whom are the Deliverables provided?
2. Project Approach and Solution
Analyze the project description and scope to understand the solution and approach to the project. Answer the
a) What is the process or technology solution proposed?
b) Who will perform the work?
c) When and where is the project executed?
C. Project Business Objectives
Using the objectives outlined in the Charter, list the objectives and any additional detail as necessary to clarify
what results the project is intended to attain.
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