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Instructions
for
PROJECT SCOPE STATEMENT

This document is a supplement to the Project Scope Statement.

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.

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Table of Contents
1. Executive Summary.......................................................................................................................... ..........3
2. Business Objectives............................................................................................................................ .......3
2.1 Product Description (Solution).................................................................................................. ...................3
2.2 Business Objectives.................................................................................................................................. ...3
3. Project Description .......................................................................................................................... ..........4
3.1 Project Scope............................................................................................................................................. ..4
3.2 Project Completion Criteria................................................................................................................... .......4
3.3 External Dependencies..................................................................................................................... ...........4
3.4 Assumptions........................................................................................................................................... ......4
3.5 Constraints....................................................................................................................................... ............4
4. Project Milestones...................................................................................................................... ................5
4.1 Estimated Schedules.............................................................................................................. .....................5
5. Project Approach ...................................................................................................................... .................5
5.1 Primary Plans................................................................................................................... ...........................5
5.2 Scheduled Meetings....................................................................................................... ...........................5
5.3 Scheduled Status Reports................................................................................................ ...........................5
5.4 Issue Management.................................................................................................................................... ...5
5.5 Change Management................................................................................................................................. ..6
5.6 Communication Management........................................................................................................... ...........6
5.7 Procurement Management................................................................................................ ..........................7
5.8 Resource Management....................................................................................................................... .........7
6. Authorizations................................................................................................................................... ..........8

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

1. Executive Summary

 Provide a brief summary of the project using the Project Charter as a basis for this text.
Include both the purpose of this project and its business justification.
 Create a hyperlink that points to the Project Charter document

2. Business Objectives

2.1 Product Description (Solution)

Project Description describes the proposed solution and helps define how the project supports the
business objectives. Include such things as:

 Solution description
 Benefits of doing the project. Benefits should link back to the business need or opportunity
described above.

2.2 Business Objectives

A statement of the business vision helps ensure traceability in the project. Business goals and
objectives are linked back to the vision, and each project objective is also linked to the business
vision. Business objectives – the business measures of project success – relate to cost, time, and
quality. They must be stated as business measures (see Examples below). These are the criteria
by which the project will be deemed successful by key stakeholders.

Examples:  Implementation of this new service will reduce operational expenses by $200,000 per
year.
 This project will increase profits by 20%.
 This project will be successful if delivered within 10% of the approved budget.

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3. Project Description

For each area below, provide sufficient detail to define this project adequately.

3.1 Project Scope

Deliverables are tangible products or things that the project will produce, stated at a high level.
They describe what the business clients will get when the project is done. It is important also to
state exclusions, or what will not be included in the project. Deliverables will be further detailed in
the Work Breakdown Structure. Examples follow:

Includes:  Design of a new service

 Recommendations on new automation
 A feasibility study
 A new voice response system.

Excludes:  Implementation of the new service

 Implementation of the feasibility study recommendations
 Maintenance of the new system

3.2 Project Completion Criteria

These may be listed by Project Phase. Describe what will be created in terms of deliverables (and
their characteristics) and/or what constitutes a successful phase completion. Alternative: provide a
link to the Phase Exit Plan document.

3.3 External Dependencies

In some cases, one project may be dependent upon another project’s deliverables. This linkage
must be identified and its progress monitored. In other cases, a project may be dependent upon
information from several departments. The tasks and activities of the information gathering
process must be monitored.

3.4 Assumptions
Assumptions form the basis for project planning (e.g., support and attention will be provided by the
Sponsor; Resources will be available to adequately staff the project, etc.). Assumptions are a
source of project risk and must be identified.

3.5 Constraints
All projects have constraints, and these must be defined from the outset. Describe known
resource limits in terms of people, money, time, and equipment. Also define Quality constraints.

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4. Project Milestones

4.1 Estimated Schedules

Define the Project Milestones and Target Dates appropriate for this project. Insert rows as needed.
Alternative: provide a link to the Milestone Schedule document.

5. Project Approach

Describe the structure of this project (e.g., Phased Approach, Project Life-Cycle, etc.). Provide a
general description of the Project Methodology. Describe how the project will be implemented
(e.g., discuss outsourcing plans or the hiring of temporary resources, the creation of various
testing environments, etc.).

5.1 Primary Plans

Describe whether the project will have formal plans (e.g., project schedule, budget, quality plan,
risk plan, etc.). Include a description of the Project Methodology or else provide a link to a
document that describes it.

5.2 Scheduled Meetings

Provide information about the primary project meetings that will be held during this project,
including a description of the meeting, its purpose, and how often it is to be held.

5.3 Scheduled Status Reports

Provide information about the primary status reports that will be distributed during this project,
including a description of the report, its purpose, and how often it is to be prepared/distributed.

5.4 Issue Management

 General statement of how issues will be managed in this project. Example:

o Project-related issues will be tracked, prioritized, assigned, resolved, and communicated in

accordance with the Project Management Methodology.
o Issue descriptions, owners, resolution and status will be maintained in an Issues Log in a
standard format.
o Issues will be addressed with the project owner and communicated in the project weekly status
report.

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5.5 Change Management

General statement of how requests for change in the project will be managed. Example:

The change control procedures to be followed will be consistent with the Project Management
Methodology and consist of the following processes:

 A Change Request Log will be established by the Project Manager to track all changes associated
with the project effort.
 All Change Requests will be assessed to determine possible alternatives and costs.
 Change Requests will be reviewed and approved by the project owner.
 The effects of approved Change Requests on the scope and schedule of the project will be reflected
in updates to the Project Plan.
 The Change Request Log will be updated to reflect current status of Change Requests.

5.6 Communication Management

General statement of how communications will be managed in this project. Example:

The following strategies have been established to promote effective communication within and
about this project:

 The Project Manager will present project status to the project Sponsors on a weekly basis. However,
ad hoc meetings will be established at the Project Manager’s discretion as issues or change control
items arise.
 The Project Manager will provide a written status report to the project Sponsors on a monthly basis
and distribute the Project Team meeting minutes.
 The project Sponsors will be notified via e-mail of all urgent issues. Issue notification will include time
constraints, and impacts, which will identify the urgency of the request for service.
 The Project Team will have weekly update/status meetings to review completed tasks and determine
current work priorities. Minutes will be produced from all meetings.
 All electronic Project Documents will be maintained in central storage accessible by all project
stakeholders.

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5.7 Procurement Management

General statement of how procurement of goods and services needed in the project will be
managed. Example:

The procurement procedures to be followed will be consistent with the Project Management
Methodology and consist of the following processes:

 The Procurement Management Plan references the Resource Plan for a list all goods and
services that must be procured from sources outside the Organization. The Procurement
Management Plan includes:

• How much, when and by what means each of the goods and services will be obtained
• The types of contracts required (if any)
• How independent estimates (as evaluation criteria) will be obtained
• Who will actually work to procure any item or service
• Which procurement documents will be used
• How procurement will be coordinated with project schedule and budget
• What a Statement of Work includes (e.g., how to describe a product or service so that a
prospective seller can decide if they can supply it)
• A description of RFI, RFP, and other processes (if required for the project)
• Potential sources of goods and services.

5.8 Resource Management

General statement of how resources will be managed. Example:

The resource management procedures to be followed will be consistent with the Project
Management Methoidology and consist of the following processes.

 The Resource Management Plan:

• Lists all major goods and services required in the project along with cost estimates and quality
information.
• Indicates which goods and services will be obtained from sources outside the Organization
• Indicates who is assigned to the project and when.

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6. Authorizations
Indicate who will be responsible for approval of project documents and deliverables. Example:

The Scope Statement, WBS, Project Schedule, Project Budget and Risk Management  Project Sponsor
Plan are approved by the:
 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
 Key Stakeholders

Specific task responsibilities of project resources will be defined in the Project Plan.

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