project scope presentation example

Project Scope Template

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Laying out the project scope is part of the project planning process and helps project managers determine and document what the project goals, deliverables, tasks, costs and deadlines are. This way, you begin to define the boundaries of your project and figure out what responsibilities you will task your team with, and the process by which that work will be verified and approved.

This paperwork can be called your scope statement or terms of reference, but more often it’s referred to as a statement of work. You will be using this documentation throughout the project as a means for you and your team to stay focused on the task. To get you started, you can use this statement of work template!

The statement of work is also a guideline for the project manager. It helps them make decisions about change requests during the project. Change is an inevitable part of any project, no matter how thorough your plan is, so you want to include the likelihood for change in your scope to better manage it later. Also, your scope documents are going to specify stakeholders. To manage the scope of the project, you have to do three things – Define the scope, Train your team, Communicate.

A project scope is one of the most critical components of a project. No matter what type of project management methodology you use, having the right documentation and template helps streamline the process. An effective presentation helps a project flow with minimal roadblocks. It includes all tasks that a project is intended to produce from start to finish. Now, you can eliminate bottlenecks and find the critical path in order to meet your team’s unique delivery goals.

This template will primarily be useful to project managers. You can detail project milestones, key team members, and set deadlines. Also, this template will be useful for team leaders when discussing user stories in weekly sprints. Plant managers and engineers can also use this template to prepare for the commissioning of a new production line or conveyor. For example, you can use the slides in this template when discussing the lead-in time for each unit and the supply of raw materials for the production of prototypes. Marketers can use this template when preparing an advertising campaign strategy. This template will also be useful for university educators when preparing courses on industrial management and project management.

This PowerPoint template is ideal for project managers, team leads and scrum masters. It includes one slide with a description on each project. This slide also includes percentage completion rates for a high-level overview. The remaining four slides offer design variations for the project scope cycle, which includes: project scope descriptions, project exclusions, project acceptance criteria, project deliverables, and project assumptions. The modern designs show relationships between each item and the overall project that the tasks are associated with. Easy to modify and update, this template will help you get your project on track with no surprises. You can independently change the color and position of the infographic, the type and size of the font. This template will complement your old project management presentations and will be a worthy addition to your collection of professional presentations.

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Project Scope Statement: How to Write One With Examples

Table of Contents

What is a project scope statement, how to write a project scope statement, project scope statement sample, project scope statement examples, project scope statement vs. scope of work, scope statement vs. scope management plan.

The scope of a project is the sum of all the work that needs to be executed. A project scope statement helps project managers define the boundaries of what will and what won’t be done. But scope statements aren’t just about work management.

To write a project scope statement, you’ll need to understand the project goals, work breakdown structure and requirements, among other things. Then, once you’ve defined your project scope, you can create a scope document.

A scope statement is a document that defines all the elements of the project scope as well as assumptions, project requirements and acceptance criteria. Your project scope statement will act as the primary tool for stakeholders and teammates to reference and use as a guideline to accurately measure project success.

A project scope statement is part of the scope management plan , a larger document that contains all the strategies, rules and procedures to manage your project scope. In the same way, the scope management plan is an important component of your project plan.

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Project Scope Template

Use this free Project Scope Template for Word to manage your projects better.

Now that we know what a project scope statement is, let’s learn how to write this important project management document. Similar to the five Ws of journalism—who, what, when, where, why—to properly outline your project scope statement, you must address these seven things:

1. Project Goals & Objectives

Project goals and objectives are what define the purpose of a project. Project objectives are the smaller steps that lead to the project goals, which are broader. Start your project scope document by explaining them. These goals and objectives should be documented in a project charter , too.

2. Project Requirements

Project managers and stakeholders must reach an agreement about the project scope and other project requirements such as the expected quality, risk, benefits and cost, among others.

3. Project Scope Description

It might sound easy enough, but this is the most important step. Here is where you’ll define your project scope, which is all the work that needs to be done to complete the project. Here are some simple steps to help you define the project scope.

• Use a work breakdown structure to visualize all your project tasks, deliverables, and milestones.
• List what’s within the scope of your project, and what’s out of scope. Everything that’s not included in the project scope is known as project exclusions.
• Identify project constraints, which are all the limitations such as time or cost.
• Create a scope baseline to compare your actual progress to the planned project scope.

Project exclusions and constraints are essential because they help establish boundaries for the project to exist. They also manage your stakeholders’ expectations/input and give your team members some creative limitations to work within.

4. Project Exclusions

While it’s imperative that you define the boundaries around what the project includes from the outset, it’s also extremely important that you list what this project doesn’t include. For example:

• Application updates that are planned for a later project and are intentionally not included in this project
• Restricted or rescheduled customer access to certain support lines/product features

5. Project Constraints

Project constraints are what make managing projects such a puzzle to solve. The top three constraints to managing any project are typically time, money and scope, known as the triple constraint of project management. They’re interconnected, meaning that if you pull one lever on ‘scope,’ another lever on ‘money’ or ‘time’ will also move.

But there are additional project constraints that can crop up at any time, including risk, resources, organization, method, customers and more. List all the constraints you foresee in your project, so you can try to have solutions in place ready to launch when needed.

6. Project Assumptions

Your project assumptions typically revolve around the very things that end up being constraints, including time, money and scope. For example, it’s in this section of your project scope document, “the front-end development team will be available during this project time period,” or, “the customer support team will receive new product training by x time.” It’s important to list these out as this won’t only tell key stakeholders what your primary resource needs are to make the project go, but it also gives you fast insight as to where your biggest risk factors lie.

7. Project Deliverables

List out the deliverables your team members need to produce in order to meet business objectives. This can include the product itself, instruction and installation manuals, marketing materials, press releases, advertising campaigns and more.

Your project scope statement outline helps act as a marker as you build out your full scope statement. Because while predicting the future of the project is impossible at such a high level, this is the first step to getting your project as close to the outcome as possible. By starting with the seven key statements above, you can get a head start on a successful project.

Gantt charts are the workhorses of scope management. However, most Gantt chart software is woefully limited in terms of its functionality. ProjectManager has dynamic online Gantt charts that do the regular organizing, prioritizing and linking dependencies and adding milestones. But unlike other tools, you can filter for the critical path. When you set the baseline, you’re able to compare your actual progress to what you had planned. There’s no better way to monitor project scope.

To better understand what the project scope statement is, we thought it’d be helpful to visualize it using our free project scope template for Word as a project scope statement example. As you can see, it has the basic project scoping information on top and then goes into a general justification for the project’s need and how it’ll fulfill that.

Then we get into the main part of the project scope statement, such as what will be in scope and out of scope for the project. This creates boundaries for the project and makes clear what is essential and must be prioritized.

Now we get into explanations of the business objectives, such as targets that the project needs to hit in order to be successful, and the deliverables that’ll be produced over the life cycle of the project.

From there, you’ll describe project exclusions, issues of time, cost, scope, risk, resources and so on that could constrain it and whatever is assumed to be done in the project.

Finally, you’ll go into costs. The project scope statement is going to estimate the costs and list them all, including the estimated cost, the actual cost and the cost on completion of the project. Then you can show the variance, which is the difference between the estimated cost and the actual cost.

Now let’s review two simple project scope statement examples to better understand how a scope statement can be used in different industries.

Construction Project Scope Statement Example

Defining the scope of a project is one of the most important steps in the project planning process . In construction, defining the scope helps construction project owners, contractors and subcontractors not only reach an agreement on what the construction project will look like but also create an accurate project cost estimate based on the work, materials, equipment and labor that’ll be required.

• Project Goals & Objectives: Build a residential construction project, an apartment complex that will generate revenue for the construction firm.
• Project Requirements: Architects, engineers and construction project managers will work on the construction design to determine the specifications and requirements for the project. These include quality standards for construction materials and safety requirements, among others. To have a clear understanding of what these project requirements will look like, they’ll need to create a set of construction drawings and construction documents such as blueprints, a bill of quantities and computer-assisted designs.
• Project Scope Description: Once there’s a design for the building, the project scope can be defined by using a work breakdown structure that’ll allow the construction management team to zoom into the types of tasks that will need to be executed, such as masonry, plumbing, electrical and other types of construction activities.
• Project Exclusions: One of the most important things when writing a scope statement is to state what activities won’t be executed, known as project exclusions. Clearly explaining this helps avoid misunderstandings down the road.
• Project Constraints: In project management, there are three traditional project constraints; time, scope and cost. However, there are even more project constraints that can affect a construction project, such as resources, quality and risk. For any construction project, there will be constraints that need to be factored in during the project planning phase such as environmental concerns, local regulations and building codes.
• Project Assumptions: In any project, there are assumptions that subject matter experts will draw before the construction phase begins. These are usually things beyond the control of the construction management team, such as weather conditions, availability of suppliers and the ability of the team to complete work within the planned time frame. These assumptions will be proven true or false once the work begins.
• Project Deliverables: As previously stated, the construction project involves different types of work such as HVAC, electrical work, woodwork and masonry, among others. Each of these construction crews or subcontractors will be responsible for producing many project deliverables throughout the construction phase.

Manufacturing Project Scope Statement Example

Manufacturing projects generally involve the production of physical products. This takes a series of steps needed to transform raw materials into finished goods. Here’s a simple scope statement example for manufacturing.

• Project Goals & Objectives: Create a finished product based on market research and the strategic planning of the company.
• Project Requirements: There will be internal and external requirements for the development and manufacturing of your product. In terms of internal requirements, think about the concerns of your company stakeholders who will want low production costs, high profit margins and the shortest time possible to get a return on their investment. In terms of external requirements, consider the competition in your market and the preferences of your target customers such as the quality, price and features they expect from your product.
• Project Scope Description: The project scope in this case will summarize the different activities that are part of the production cycle. This includes the product development process, the procurement and transportation of raw materials, parts and components from suppliers to the production line, the assembling process, quality control procedures and the distribution channels that’ll be utilized to bring the product to the market.
• Project Exclusions: It’s important to explain to your stakeholders exactly what features will be included in your product as well as the quality standards that will be followed. Product documentation such as a bill of materials is ideal to define your project exclusions.
• Project Constraints: There will be project constraints specific to manufacturing such as limited production capacity, resource availability, customer demand and machinery maintenance.
• Project Assumptions: Brainstorm with different departments involved with the product, such as marketing, sales, production and maintenance to draft as many project assumptions as you can get. The more cross-functional insights you can get, the better. It’s important to be ready to face multiple scenarios. A good way to do so is to use linear programming models to simulate different levels of production and customer demand.
• Project Deliverables: The deliverables will be all the different product development documents that’ll guide the production process , the product prototype and finally the final version of the product that’ll be launched to the market.

There are a few things that project scope statements typically get confused with, including your scope of work . They may sound like similar project scoping documents, but here are the primary differences between these two.

Your scope of work is an agreement of work, typically between consultant and client, that details the agreement of work to be performed, including, but not limited to:

• Deliverables/products/results
• Project timeline
• Project milestones
• Reports to catalog project progress

While your scope of work can be time-consuming to write, it outlines the project itself and not necessarily the plan that’s to follow. The project scope statement, in turn, fulfills that role by detailing and mapping out exactly what to expect with the project plan and the project itself.

They might sound similar, and the outcome of the project may be similar, but a project scope statement is different from your project scope management plan . A project scope management plan is what follows the project scope statement, detailing the scope management process from the start to the finish of your project life cycle.

Additionally, it helps define the work that must be done over the course of the project, and it controls and monitors those processes. It also documents and tracks phases to avoid scope creep  and assists with project closing, including an audit of deliverables and assessing the project outcome for success factors.

Your scope statement isn’t nearly as involved—it’s just the umbrella over your project scope management plan, acting as a rubric for stakeholders and team members to follow.

Tips to Write a Project Scope Statement

Here are the best practices to consider as you write your project scope statement:

• Avoid using jargon-heavy language. You’ll be talking to multiple people across multiple departments and specializations, so keep the language consistent and clear.
• Keep it short. Since this is a project document that’s seeking stakeholder buy-in, there will likely be plenty of editing to be done before it’s finalized, and it’ll need to be a quick reference guide for later. So, keep it simple and save the verbiage for your full project plan.
• Stay away from sweeping statements. You don’t want to over-commit your resources to the project before it even kicks off.
• What are the long-term business benefits?
• What does it provide our customers that do not already exist?
• Is this better than what we currently offer on the market?

ProjectManager & Project Scope Management

Major project rollouts can be demanding on both your time and energy. Don’t let it overwhelm you before kick-off. For starters, you can use our Gantt chart software to create a WBS and get a visual on deliverables, as well as the tasks needed to complete before submitting your project scope statement.

From there, you can try ProjectManager and use our task management features to get all the necessary tasks organized, prioritized and sorted by project phase. You can even ask other people for input: team members can comment directly on the tasks so communication stays organized and to the point.

Keep tabs on your resources, tasks, deliverables and more so you can keep your project on track. With ProjectManager, you can practice mapping out your project timeline by using our Gantt chart, listing out deliverables using our task list or kanban tool and inviting team members to review the timeline before submitting the scope statement to key stakeholders. Start your free 30-day trial today.

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Project scope — definition, best practices, examples, and more

Project management can be challenging. Budget issues, low stakeholder engagement, and poorly defined goals are just a few problems that can impede progress. If you find yourself running into these problems frequently, the real problem may involve project scope .

Scoping a project accurately can be tricky, but with a good understanding of how it works and a list of best practices, it gets much easier. This post will cover the concept of project scope with actionable strategies to help you successfully execute your next project.

What is project scope?

The importance of defining project scope, what is a project scope statement, what is scope creep, how to define project scope, project scope example.

Project scope is a component of project implementation that helps determine goals, constraints, workflow management strategies, tasks, and deliverables. By defining project scope, individual contributors will be able to manage their workloads more easily.

A project scope is never set in stone and you may run into unanticipated issues. But the more clearly a scope statement is designed, the easier it’ll be to pivot and address obstacles.

Defining and documenting project scope is crucial for keeping contributors aligned. Outline important limitations and constraints that may derail timelines, budgets, and deliverables. Defining these parameters of a project helps alleviate unforeseen issues.

It’s important to determine what results you want to measure when defining project scope, like costs or conversion rate. Then discuss the team’s vision and allow project managers (PMs) to create compromise by diagnosing areas of concern or disagreement. This helps you to understand the goals of the project and how each team can contribute.

A clear project scope:

• Provides a roadmap. Any team member can refer back to the project scope at any point during the project for alignment and a clear view of project goals.
• Manages stakeholder expectations. Stakeholders may have different priorities for the project. The project scope sets the parameters, ensuring everyone is aware of the specific intentions and goals.
• Makes budgeting and scheduling easier. Clearly defining deadlines and constraints in the project scope before beginning helps you plan resources.
• Prevents scope creep. Setting the boundaries of your project in the project scope helps alleviate issues that may shift the focus of your project away from the plan.

The project scope statement is a detailed written outline of the project, including timeline, budget, assigned tasks, project stakeholders, and workflow strategies.

With a well defined project plan and project scope statement, it’s easier for project managers to oversee each step in the delivery of a project. The scope statement keeps contributors on task, within budget, and on track to meet deadlines.

Team leaders should also map out a procedure for project changes within the scope statement. If a change is needed, stakeholders should inform the team and follow the guidance in the project scope statement to make sure the impact is minimal.

Scope statements may vary depending on the project’s needs, but it’s important to always include a breakdown of all project tasks, deliverables, constraints, and exclusions.

Scope creep occurs when unforeseen changes in scope alter the project plan without a formal request. It’s common for stakeholders to add or alter project goals after the project has been defined, increasing the likelihood of scope creep. Budget issues, missed deadlines, and increased stress are commonly associated with scope creep.

There are a few simple strategies that can help prevent and manage scope creep.

• Include all stakeholders in project planning.
• Detail possible roadblocks in the project scope statement.
• Communicate potential project setbacks to stakeholders and devise strategies to help avoid them.

There are seven main steps to accurately and confidently define project scope. Project managers will develop some of their own best practices over time — according to what their teams uniquely need — but the broad strategy is a good place for any PM to start.

1. Establish goals and objectives

Determining measurable goals and objectives is an important first step in project planning and defining project scope. If you know where you’re going, it’s much easier to determine how to get there.

Note that goals and objectives are not interchangeable — they describe separate considerations. Goals are high-level achievements that are larger in scale, while objectives are lower-level assets in every phase of the project that help you meet goals.

2. Collect project requirements

Every project has variables like budget limitations, anticipated level of quality, client contribution expectations, and timeline. Knowing the boundaries of the project allows you to set and manage expectations. These project requirements help finalize what to include in the project scope.

3. Identify and allocate resources

In order to oversee a successful project life cycle , it’s important to understand what resources are available. Resources are any asset, from finances to contributors, that are available to help a project through to completion. Accurate planning helps make sure teams have the resources needed and keeps the project on track.

4. Create exclusions and constraints

Identify exclusions that are outside the project scope — tasks and goals that won’t be accomplished during the project life cycle. You should also clarify and define relevant constraints to the project.

Knowing what’s outside of a project’s scope is just as important as knowing what’s within it. Listing each exclusion and constraint will help prevent scope creep because it prevents work from being added outside the capabilities of your team.

5. Define deliverables

Perhaps the most important step in determining project scope is defining deliverables. Outline what needs to be accomplished and when it needs to be done.

Relevant stakeholders should create a work breakdown structure (WBS) , allowing the project to be arranged into smaller, individual tasks. Project managers should include workflow methods and areas of efficiency in the WBS. This will help visualize the scope of the project and what is needed to complete it.

6. Get buy-in from stakeholders

Before work begins, all components of the project should be reviewed and approved by stakeholders. This is an opportunity for revisions to be made to the project scope, goals, and objectives before work begins. Keeping all stakeholders included in the planning phase helps everyone stay aligned on project goals and deliverables.

Getting stakeholder buy-in will also help alleviate scope creep and ensure everyone understands the overall vision of a project.

7. Establish a change control process

No project scope is perfect, and it’s likely changes will need to be made. Creating a change control process allows project managers to submit change requests to stakeholders, who will approve or deny the requests. What’s acceptable and what isn’t should be well defined.

Every project scope statement should follow a consistent outline. Below is a basic outline and an example of what each section might look like.

I. Introduction

The introduction should define the purpose, goal, and stakeholders. An introductory statement might start with, “This marketing project is being undertaken to create an article to post on the blog to create brand awareness.”

II. Requirements and goals (project scope)

The project scope is the main piece of the project scope statement. It should define specific requirements like budget, timeline, or contributing teams. You can also offer a vision of the deliverables.

Include a statement like, “This project will include research, content strategy, content creation, and content publication on the company blog. It will also include sharing the article on social media. All activities will be conducted by the marketing team.”

III. Deliverables

Define the actual item that needs to be completed, whom it’s going to, and any deadlines. This could be a short write-up like, “Project deliverables include one researched, written article of up to 1,000 words to be delivered by email.”

IV. Project acceptance criteria

Use acceptance criteria to set target thresholds for your project requirements. Be sure to state who will be responsible for the final analysis and how the metrics will be measured. In the project outline, you might begin with something like, “The company will review and approve the final article before publishing.”

V. Exclusions

List the components that will not be a part of the project. Identify these in writing, prior to beginning the work. For example, your statement might include, “This project will not include payment to external vendors for research or outsourced services.”

VI. Constraints

Document project constraints like budget limits or timeframes. To clearly state the potential sources of scope creep, your statement could say something like, “Constraints may include communication delays, changes in scope, or technical difficulties. The budget for this project is $21,000 and it must be completed by the end of Q3.”

VII. Change control process

Clearly define the steps required to alter the project scope, and who should be involved in any changes. The change control process in your project scope statement may read, “Any modifications to the project should be submitted to the project manager, who will assess the request and approve or deny it. Necessary stakeholders should also be included in the initial request.”

Project scope management

Once your project scope is defined, project scope management is the ongoing process of tracking and monitoring each phase of the project.

To properly manage project scope, be on the lookout for potential changes. If needed, refer to the change control process within the project scope statement. If revision is required, determine the impact to the project and include stakeholders in the decision. Most importantly, try to minimize any impact on budget and timeline.

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Getting started with project scope

Clearly stating goals, tasks, deliverables, and more creates a project scope that keeps projects efficient and on track. The project scope statement helps you manage expectations and ensure teams know what’s expected of them.

To start defining your project’s scope, determine your goals and how you’ll measure them. It’s also important to ensure you’ve allocated the necessary resources and that you understand any exclusions and constraints.

A world-class workflow software is key to successfully managing project scope, and Adobe Workfront will help you manage everything from deliverables, to stakeholders, to target metrics. Take a product tour today to learn how Workfront can help you make your next project a success.

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10 Project Scope Templates and Scope Document Examples

Praburam Srinivasan

Growth Marketing Manager

February 14, 2024

Have you ever found yourself knee-deep in a project, only to realize that you’re not entirely sure what the project is supposed to achieve, what tasks need to be completed to get there, and who’s responsible for them? 

Don’t worry; we’ve all been there. That’s why project scope templates are an absolute lifesaver for project managers. 

Project scope templates are essential tools for any project manager looking to plan and execute a successful project. They provide a clear outline of the project’s objectives, deliverables, timelines, and budget, allowing project managers to define the scope and ensure that everyone involved understands their roles and responsibilities. 

Whether you’re managing a small or large-scale project, using a template to define your scope of work can save you time and effort by providing a framework for planning and executing your project. In this blog post, we’ll talk about what a project scope template is, and what makes a good one—then, we’ll share 10 of our favorite project scope templates so you can pick the solution that’s best for your team.

What is a Project Scope Template?

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A project scope template is a comprehensive document that helps project managers organize the critical details and components of a new project. It’s essentially your one-stop project plan . 

These templates typically include a range of information designed to ensure the successful completion of a project. A few of the most common components are: 

• The purpose and vision of the project
• Stakeholders and their requirements
• Criteria for success 
• Project team members and their roles and responsibilities 
• Specific milestones for completing tasks
• Risks associated with the project and approaches to mitigate them 

Additionally, a project scope template will outline objectives, deliverables, project controls , tasks, costs, and the project’s timeline. With this comprehensive framework in place prior to starting a project, teams are more likely to work efficiently and collaboratively toward their goals. 

Project scope templates not only need to have the required information written above; they also need to be user-friendly, simple to update and share, and focus on concise, but complete, information gathering. Here are a few elements that make good scope templates: 

• Accurately describes the project vision: A project scope statement with a description of the project’s purpose, the relevant stakeholders, and criteria for success 
• Details all mission-critical project information : Includes objectives, deliverables, team members and their roles and responsibilities, project milestones, cost estimates, and a proposed timeline 
• Identifies any potential project risks : With strategies or plans to mitigate them
• Breaks down the details of the budget : Plan to reduce costs or scheduling setbacks, ways to interpret the budget, and timeline parameters that might affect the total project cost
• Uses a flexible template format: Easy to make changes and revisions with a straight-forward and frustration-free user experience for all team members that need to reference the scope 

A good template should be comprehensive enough that it provides the most important details and context the team needs to get started, but concise enough that you don’t have to read through fluff to get to the most critical parts. These strategic planning templates should provide clarity, not add to the confusion. 

Ultimately, the best template for your team and your projects will be the one that gives your stakeholders the clearest idea of what they need to do so that everyone involved can work toward a successful outcome.

10 Project Scope Templates You Have to Try

Using a scope template is one of the best project management tools in your arsenal. It can save you time and effort while also minimizing the risk of project failure. With a well-crafted template in place, project managers can be confident that they have a comprehensive and structured approach to planning, ensuring that their project gets delivered on time, on budget, and to the required standard.

There are many different types of project scope templates out there, but here are our 10 favorites. 

Sometimes, the best place to begin organizing a new project is on a whiteboard. But in today’s distributed work environments, team members are often across the country from each other instead of across the room. That’s why we created the ClickUp Project Scope Whiteboard Template . It has all the benefits of a physical whiteboard, plus a ton of other features that make it a lot more handy than the original. 

The Project Scope Whiteboard Template features: 

• A board with 7 components including information, justification, scope, business objectives, deliverables, exclusions, and assumptions
• A flexible digital whiteboard that lets you customize at will by adding or taking away “sticky notes,” adding text, hyperlinks, file attachments, photos, and freehand drawings, and sharing with other teammates for seamless collaboration 

This whiteboard is the perfect place to start your project organization. Brainstorm your project’s big elements before moving to another template for all the details. 

Once you’re done using our whiteboard template (or if you need more structure and details from the jump), use the ClickUp Scope of Work Template to fully plan your project from start to finish.

This template defines the tasks to be undertaken in a project, including objectives, outcomes, schedules, milestones, and additional details. While not legally binding, it serves as a common agreement among all stakeholders on what is required to successfully complete the project.

If the project you’re looking for a template for is website development, you’re in luck! We designed the ClickUp Website Scope of Work Template just for you. 

The Website Scope of Work Template features: 

• A background and goals section that includes your company and the client’s contact information, high-level project details, a purpose and problem statement , project overview, and list of project goals and objectives 
• Scope of work and tasks section that details the project scope in 3 phases: 1) website design and development; 2) information architecture, and 3) host and domain setup. Note, these phases can be edited to suit your specific scope. It also has a section to list all the tasks associated with the 3 phases
• A deliverables, components, and requirements section with tables to easily organize and visualize all the project deliverables, the project schedule, and the delivery dates
• A final price, assumptions, and acceptance where you can provide detailed estimates of expenses, list project assumptions, and get client sign-off

This template gives you a clear and organized website project game plan you can share with clients. Together, use this visual to work through the project process and keep them informed of and update and progress activity. 

The ClickUp Scope Management Plan Template outlines how a project’s scope will be defined, validated, and controlled throughout its lifecycle. Along with the standard project details like objectives, deliverables, and timelines, scope management plans focus on how your team will manage scope creep – doing more than originally planned. 

The Scope Management Template features: 

• A problem statement section where you can identify and describe the problem the project will solve
• An opportunities section where you’ll explain how you’ll capitalize on this problem and the solutions you plan to bring to the table 
• A project goals section where you can list out the achievements you’d like this project to meet
• A scoping section where you can clearly determine what tasks or concerns fall within the project’s scope and which do not
• An approvals section to get the project manager and sponsor to sign off 

Let this template serve as a guide for your team to ensure that the project stays on track and that all stakeholders are aware of the project’s boundaries and objectives.

App developers often have project scopes that differ significantly from other types of projects, so we created The ClickUp App Scope Outline Template just for you!

The App Scope Outline Template features: 

• A project background section to give a quick overview of the problem or pain point the new app aims to solve, what the app intends for its users to experience and feel, and the objectives of creating the app 
• A business requirements section where you can design a checklist of the tasks the completed app needs to be able to handle 
• An application scope section where you can list the different components of the project scope (ie, platform, UX design, analytics, landing page, help page, etc) and add any notes or comments about each requirement 

This App Project Scope Document Template can be utilized by app developers to organize, track, and archive the necessary business requirements for creating and executing an application.

A project charter documents the formal initiation of a project, providing the project manager with the authority to use organizational resources to complete it. It’s an important step in the project management process, so we made The ClickUp Project Charter Template to ensure you cover all your required bases.

The charter acts as a reference throughout the project’s lifecycle, ensuring that all team members and stakeholders are aligned. It also provides a foundation for decision-making, issue resolution, and change management. 

Bonus: Team Charter & Team Charter Templates !

The ClickUp Project Execution Plan Template can help standardize your organization’s project planning and execution procedures. It serves as a guide for project team members, enabling them to execute the project efficiently and effectively while ensuring that it aligns with the project scope.

The Project Execution Plan Template features:

• A home page that lists all the subcategories along with their owners and contributors 
• 6 main sections, including project scope, project goals, specifications, resource allocation, project schedule, and communication plan

Note: this template can be utilized as a tool within your project management software solution!

While many of our other templates have a deliverables section, the ClickUp Project Deliverables Template gives you the utmost oversight and management of all the moving parts related to your project. 

The Project Deliverables Template features: 

• Custom fields that can be adjusted to your preferences, including dropdown menus, an automatically calculated progress bar, and cell formatting for numerals, money, formulas, and plain text
• A fully editable and customizable template so you can customize views, automate and add dependencies, and create custom formula fields that suit your requirements to perfection.

Use this template by itself to manage your project’s subtasks, or as a more in-depth version of the deliverables list you create in one of the more comprehensive project scope templates. 

While we’re fairly certain ClickUp makes the best project scope templates and management software around, we know that you aren’t always allowed to choose your own productivity platform for business use. If you’re constrained to Microsoft Office, the good news is that Microsoft Word has a searchable library of Office templates that might suit your needs. 

When you search the template library for “project scope,” several promising-looking options appear, including a financial project scope template, a project planner template, a project performance report, and a detailed schedule planner. 

It may take a bit of legwork and creativity, but with the right search fields, you can compile several documents that, when used together, can help you keep your projects visible and organized. 

Another option within the Microsoft suite of solutions is this Project Scope Statement Template designed to be used in Excel. The template includes sections for project details and document control, project scope description, deliverable scope descriptions, project acceptance criteria, assumptions, and constraints, and project exclusions. 

While not quite as user-friendly as the ClickUp templates, this Excel alternative nonetheless covers the most critical components of the project scope and will get the job done in a pinch. 

Now that you have an arsenal of project scope templates at your disposal, the next step is to learn how to write a proper project scope document. Here are some tips for creating an effective and comprehensive project scope:

• Start with the basics: Begin by outlining the project’s purpose, objectives, and desired outcomes. This will give you a clear idea of what needs to be accomplished. 
• Define the project’s boundaries: Clearly define what is included in the project and what is not. This will help prevent scope creep and ensure that everyone involved understands their roles and responsibilities.
• Identify stakeholders: List all parties involved in the project, including clients, team members, and any third-party contractors or vendors.
• Establish timelines: Set realistic deadlines for each phase of the project and assign tasks accordingly.
• List deliverables: Identify all the project’s key deliverables and their expected delivery dates. This will help keep everyone on track and accountable for their responsibilities.
• Create a communication plan: Establish a system for communicating progress updates, changes, or any other relevant information to stakeholders.
• Consider potential risks: Anticipate any potential roadblocks or challenges that may arise during the project and have a contingency plan in place to minimize their impact.
• Get approval: Once the project scope document is complete, make sure to obtain sign-off from all stakeholders before proceeding with the project.

Remember, when writing a project scope document, it’s essential to be as detailed and specific as possible. This will help ensure everyone is on the same page and minimize any misunderstandings or misinterpretations.

Optimize Your Project Scopes with Templates Today 

Project scope templates provide the valuable roadmap you need to unify your team and get everyone working toward the shared goal of a successful project outcome. Providing this information in an organized and clear format upfront reduces the risk of project lag or miscommunication leading to mistakes. 

ClickUp offers the gold standard in project management and team collaboration. Select from our wide variety of management templates to customize your workspace to suit your project needs. Easily break down your project with subtasks, and assign team members to each one to ensure things stay on schedule. And when you need to collaborate with other stakeholders or team members, easily share tasks, add comments, and attach files right within your workspace.

It’s free to get started with ClickUp, so give us a try today to see how a bit of scope planning upfront can lead to project success down the road.

Questions? Comments? Visit our Help Center for support.

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Home PowerPoint Templates Business PowerPoint Templates Project Scope Slide Deck Template for PowerPoint

Project Scope Slide Deck Template for PowerPoint

Organize your project details using our editable Project Scope Slide Deck Template for PowerPoint . The project scope presentations aim to deliver different project characteristics such as requirements, resources, process steps, outcomes, timelines, etc. Presenting the scope at the beginning of a new contract is essential to clarify the points or provisions that are either included or not in the project. Professionals employ this technique before initializing a new deal with their clients or discuss with the stakeholders. Presenting the project scope also aligns the working team with the focal point. We have designed this slide deck with three creative versions to facilitate presenting the project scope. Users can personalize each segment of this PowerPoint design and make necessary changes accordingly. 

The first slide of this Project Scope Slide Deck Template for PowerPoint is a semi-circle diagram left aligned on the page. The core unit of the figure mentions the title of the topic. An outer ring is around the core part and has circular points. From each yellow point, a thin line emerges, leading to the oval bar for mentioning the points. In this template diagram, the steps of project initialization are mentioned with sequential numbering, to which presenters can edit the text to alter the headings. The following slide is designed to describe the mentioned steps in detail, i.e., users can duplicate the slides and edit the title (define scope, create WBS or validate scope) text to showcase associated key points. The slide shows a straight layout having editable text bars. 

Similarly, the third template slide carries a five-step circular diagram to mention the scope points. We have added a binocular infographic icon, a metaphorical symbol of the project scope. The slides also carry editable text areas to display additional details. The same set of PowerPoint template slides is provided with a dark background. Professionals can choose either to use in their business or educational presentations . These slides are customizable with all PPT versions, Google Slides, and Keynote.

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• Project scope management: Plan, templat ...

Project scope management: Plan, template, and guide

A scope management plan outlines the processes involved in executing your project and serves as a guideline to keep the project within specific limits. In this article, we’ll explain what a scope management plan is and how it can assist you in the planning phase. With effective scope management, you can set you and your team up for success.

Managing the scope of a project is like driving a car. If you don’t keep your eyes in front of you, the car veers off the road. Similarly, if you don’t control your project scope, the project gets off track. A scope management plan outlines the processes involved in executing your project and serves as a guideline to keep the project within specific limits. 

As a project manager, it’s your responsibility to guide your team through the project life cycle. In this article, we’ll explain what a scope management plan is and how it can assist you in the planning phase. Once you understand the scope management process, your plan will set you and your team up for success.

What is project scope management?

Project scope management refers to the process of defining and controlling what is included and what is not included in a project. It's about understanding the project goals, milestones, tasks, deadlines, outputs, and costs and ensuring everything is aligned to meet the objectives of the project. A well-defined scope management plan is essential for successful project execution, as it helps prevent scope creep, makes sure resources are used efficiently, and keeps the project on track.

Phases of project scope management

This plan is a roadmap for stakeholders to understand the boundaries of the project and helps keep everyone on the same page from start to finish.

The initiation phase sets the groundwork by identifying the part of the project that needs focus and the primary objectives. During this phase, you engage key stakeholders, assess project feasibility, and develop a clear statement of work or project charter. The initiation phase creates a solid foundation for all subsequent project activities.

During the planning stage, the project team collaborates to develop a comprehensive approach that outlines the project timeline , scope baseline , and project budget. This is where the scope definition becomes crucial; it's the process of breaking down the project into manageable tasks and subtasks, which makes it easier for the team to deliver on expectations.

In the defining stage, you create precise documentation of the project's exclusions, clarifying what is outside the project's scope to prevent misunderstandings and scope creep. This documentation provides a clear reference for what the project will deliver, so all project stakeholders and team members have a cohesive understanding of the project objectives.

Verification

Verification involves regular reviews with project stakeholders to confirm that the project remains aligned with the scope baseline and to make adjustments as necessary. Verification is vital for managing changes and avoiding scope creep, which can derail project success.

Controlling the project scope

Finally, controlling the project scope requires continuous monitoring and management of the project's progress against the original plan. This entails keeping tabs on the project team's performance, controlling the project budget, managing cost overruns, and making sure all stakeholders are aware of and agree upon any changes to the project timeline.

Importance of project scope management

Understanding the importance of scope management is pivotal for avoiding project pitfalls like delays, budget overruns, and stakeholder dissatisfaction. A well-crafted project scope management plan acts as a blueprint that guides every decision and action throughout each part of the project.

For example, consider a project to develop new customer service software. When a stakeholder suggests a feature not originally included in the scope, the project manager can refer to the project scope management plan to firmly explain why the new feature cannot be accommodated. This decisive stance ensures the project remains focused and on track.

What is the purpose of a scope management plan?

The purpose of a scope management plan is to create project structure by documenting the resources required to achieve the project objectives. Your scope management plan will also reduce the chance of scope creep. 

A scope management process helps you avoid common problems, including: 

Constantly changing requirements

Overspending

Wasted time

Failure to meet deadlines

What is project scope?

Your project scope sets the boundaries for your project and defines the project goals, deadlines, and deliverables. When you clarify your project scope, you’re structuring your project around what your team will and won’t do and providing goals and objectives for them to work toward.  

The entire team should be involved in defining the project scope. This means communicating with key stakeholders and writing up a project scope statement that outlines requirements of the project. For example, if you’re defining a scope for a new advertising campaign, you’ll want to ensure the design team, the content team, and the digital marketing team all agree on the details in the scope statement. 

What is scope creep?

Scope creep occurs when your project exceeds your initial scope statement. For example, scope creep may occur if a stakeholder adds an additional project deliverable after the project has begun. 

Unexpected project changes can lead to increased project risks like missed timelines, increased budgets, overwork , or a low-quality end product. There are various reasons why scope creep can occur. Some reasons include:

Unclear project scope

Unrealistic project objectives

Too many stakeholders

Poor scope management

Poor communication with stakeholders

To avoid scope creep, you need to plan against it, which is where a strong scope management plan comes into play.

How to create a project scope management plan

The Project Management Institute’s (PMI) Project Management Body of Knowledge (PMBOK® Guide) offers a standard, six step project scope management process. These six steps help you create a solid scope management plan to keep your project on track.

1. Create your scope plan

The first step in the planning process involves creating your scope plan document. This document should include your scope statement, a breakdown of project requirements, and any expected deliverables for the project. 

Your scope plan document may also include a change control process , which is a process for change requests that can prevent scope creep. This is a document you can refer to in later stages of project planning. You may need this document for complex projects, projects where you think stakeholders will want many deliverables, or when there’s a lot of flux in what your deliverables might be. 

Tips for creating a scope plan: 

Incorporate expert judgment : To create your scope planning document, you need to consider all parts of the organizational process. Check in with cross-functional and executive stakeholders to ensure you have all of the information you need.

Hold scope kickoff meetings: Before you lock your scope document, make sure you have buy-in from all stakeholders. Share your scope plan document asynchronously , or host a kickoff meeting so that other managers and team members involved in the project can contribute to the initial scope statement.

2. Collect project requirements

In this step of the process, you’ll identify stakeholders’ needs so you can meet project objectives. Your goal should be to gather an in-depth list of requirements from stakeholders so that you can prevent scope changes down the line. 

Tips for collecting project requirements: 

Create a project charter: Create a project charter , or an elevator pitch, so stakeholders can clearly understand the project and ensure their expectations match the project's objectives. 

Hold focus groups or workshops: Hold focus groups or workshops to give stakeholders a better understanding of your project. Communicating your project objectives to stakeholders is essential if you want them to buy into your project scope.

Develop prototypes: Develop a prototype of your project deliverable before presenting your project to stakeholders. This way, stakeholders can visualize the end product, voice their concerns, or list additional requirements early on.

3. Define scope

Once you’ve collected requirements from stakeholders, turn that information into a well-defined scope and a detailed product description. This document clarifies the expectations and deliverables for the project so that all team members know what they must accomplish.

Tips for defining scope:  

Try product analysis: Before you can define your scope and write a detailed product description, you need to do an in-depth product analysis. Analyze the product you plan to create from the eyes of the customer or client in order to determine whether it will meet their expectations. 

Generate alternatives: You’ll also want to generate alternatives in case your project encounters risks. For example, how will you meet stakeholder needs if you’re planning a new product launch and your launch date gets delayed?

Facilitate workshops: Host brainstorming workshops to clarify the scope of the project and to encourage collaboration among team members. 

4. Create a work breakdown structure

A work breakdown structure (WBS) is a way to divide your project into levels of tasks. When you create a WBS, your team can clearly visualize each component of the project and assess what needs to be done. 

A work breakdown structure creates a hierarchical structure of tasks. From there, you can schedule, monitor, and control your project.

Tips for creating a WBS: 

Decompose your project objective: A WBS decomposes, or breaks down, your project objective into dependencies and sub-dependencies. These smaller groups of tasks are often referred to as work packages. Once you break your tasks down, you have clear insight into everything your project needs, including the hours, equipment, tools, and expenses.

Automate workflows: Automating team member workflows can streamline coordination on projects and enhance project visibility. Using software to automate these workflows will also reduce manual information-gathering and duplicative work.

5. Validate scope

Validating your scope simply means getting sign-off from all stakeholders involved in the project. Make sure stakeholders clearly understand your project deliverables to avoid future scope creep. If possible, get feedback or advice on any changes and improvements. 

Tips to validate scope: 

Inspect your plan: Because validation is the final sign-off for your scope management plan, you’ll want to review and inspect it thoroughly. Team members can help you inspect the plan before sending it off to stakeholders, but stakeholders should also participate in a final inspection so that the plan gets as many eyes on it as possible.

6. Control scope

The last step in your scope management plan is scope control. As your project continues into the execution phase, monitor the status of the project and manage changes to the scope. The best way to streamline scope control is to use project management software. These tools can share feedback, files, and status updates on your project, so you’re aware of any scope changes in real time.

Tips to control scope: 

Analyze variance: In this part of the scope management plan, assess how much variance in scope occurs. Analyzing the actual performance of your scope versus the planned performance will give you insight for future projects.

Refer to change control document: You created a change control process earlier in the planning phase. Remember to refer to this document so you can track the flow of information when it comes to project changes.

Tips for effective project scope management

Effective project scope management is crucial for the success of any project. It combines strategic planning and work management techniques to ensure that objectives are met efficiently. 

Here are several tips to guide you in keeping your project on the right path from start to finish:

Clearly define the product and project scope. Begin with a precise definition of both the product scope—detailing the features and functions of the product or service being developed—and the project scope, which includes the work required to deliver the product. A clear distinction between these scopes helps prevent misunderstandings and scope creep.

Engage stakeholders early. Involve key project stakeholders early in the planning process. Their input can help refine the project scope and ensure it aligns with business objectives and stakeholder expectations.

Develop a detailed scope management plan. Create a comprehensive scope management plan that outlines how scope changes will be identified, evaluated, and implemented or rejected. This plan is your roadmap for navigating scope challenges.

Implement change control processes. Establish formal change control processes to manage requests for changes to the project scope efficiently. These processes help assess the impact of changes on the project timeline, budget, and resources.

Document everything. Keep detailed records of all project meetings, decisions, and changes related to the project scope. Documentation provides a clear reference point for all project participants and can be invaluable for resolving disputes and informing future projects.

Incorporating these tips into your project management practices can lead to more successful outcomes. Effective scope management is about balancing the detailed planning of product features and project work with the flexibility to adapt to changes.

Simplify your scope management with project management tools

A project scope management plan creates a clear structure for your team to follow during project execution. Scope management planning is easier if you use an online tool because you can share your plan with stakeholders, automate internal workflows, and easily break down project objectives into tasks. With project management software, you can streamline your processes and feel better prepared for what lies ahead.

Related resources

How to use a feasibility study in project management

How to track utilization rate and drive team profitability

How to accomplish big things with long-term goals

Smooth product launches are simpler than you think

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