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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
PROJECT SCOPE STATEMENT
Note: Any work not explicitly included in the Project Scope
Statement is implicitly excluded rom the pro!ect" #t is $ Pro!ect
M$n$%ement Te$m document"
Cre$te links to reerenced documents &e"%"' (ink ) To ) Pro!ect Ch$rter ) Contr$ct ) Prelimin$ry Pro!ect Scope
St$tement*+ ,y usin% Insert Hyperlink on your tool,$r"
Note th$t $ll documents th$t $re linked to the Pro!ect Scope St$tement ,ecome p$rt o the Pro!ect
Scope $nd re-uire the s$me de%ree o m$n$%ement control" Such documents should ,e m$int$ined
in $ sep$r$te Scope directory $lon% with the Pro!ect Scope St$tement"
Pro!ect N$me:
Prep$red ,y:
(Name of the Project Manager of the Project)
.$te &MM/../0000+:
1ersion 2istory (insert rows as needed):
Version Date
&MM/../0000+
Comments
1.0
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
3" 4usiness O,!ecti5es
1.1 Executie !ummary:
(ink ) To ) Pro!ect Ch$rter
1." #usiness $%jecties:
(ink ) To ) Pro!ect Ch$rter
) Pro!ect 6e$si,ility Report
1.& Product 'escri(tion (!o)ution):
(ink ) To ) Pro!ect Ch$rter
Note: #n $ny inst$nce where there is $ discrep$ncy ,etween the Project Charter $nd the Project Scope
Statement' the l$tter is considered $uthorit$ti5e" #t pro5ides the ,$seline or e5$lu$tin% whether re-uest or
ch$n%es or $ddition$l work $re cont$ined within or outside the pro!ect ,ound$ries"
7" Pro!ect O,!ecti5es
7"3 Product .escription &Solution+:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
*
7"7 Pro!ect O,!ecti5es:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
*
+nformation in the Project $%jecties must inc)ude ,-argets. and ,attri%utes. such as metric and an abo!"te and
re!ative va!"e #R"pee, $% &, Mi!etone date etc.'
7"7"3 Cost O,!ecti5es:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
7"7"7 Schedule O,!ecti5es: /ey (roject mi)estones re)atie to (roject start are: (+nsert rows as needed):
Project Milestone Target Date
(MM/DD/!
Project !tart

Project 0om()ete: (ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct

7"7"8 Technic$l O,!ecti5es:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
7"7"9 :u$lity O,!ecti5es:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
8" Product Scope .escription
1or each area %e)ow2 (roide sufficient detai) to define ade3uate)y the characteristics of the (roduct2 serices or resu)ts that the
(roject is underta4en. -he characteristics (roided here might hae )ess detai) in ear)y (hases and more detai) in )ater (hases as
the (roduct characteristics are (rogressie)y e)a%orated.
8"3 Product' Ser5ice' or Result Scope: 5in4 6 -o 6 Pre)iminary Project !co(e !tatement 6 0ontract
(ist o 6in$l deli5er$,les included:
Pre(are Product #rea4down !tructure (P#!) to ensure the com()eteness of the (roduct sco(e %efore )isting the fina) de)iera%)es.
*
.eli5er$,les Not #nclude:
*
8"7 Product Accept$nce Criteri$:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
*
8"8 Extern$l .ependencies:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
*
8"9 Assumptions:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
8"; Constr$ints:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
<
9" Pro!ect Re-uirements' .eli5er$,les' $nd Pro!ect 4ound$ries
9"3"3 Re-uirement Ph$se: (ist m$!or #ntermedi$te .eli5er$,les (ink ) To ) Prelimin$ry Pro!ect Scope
St$tement
*
*
*
*
9"3"7 .esi%n Ph$se: (ist m$!or #ntermedi$te .eli5er$,les (ink ) To ) Prelimin$ry Pro!ect Scope St$tement
) Contr$ct
*
*
*
*
9"3"8 Construct Ph$se: (ist m$!or #ntermedi$te .eli5er$,les: (ink ) To ) Prelimin$ry Pro!ect Scope
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
9" Pro!ect Re-uirements' .eli5er$,les' $nd Pro!ect 4ound$ries
St$tement ) Contr$ct
*
*
*
*
9"3"9 Test = #nst$ll$tion Ph$se: (ist m$!or #ntermedi$te .eli5er$,les: (ink ) To ) Prelimin$ry Pro!ect
Scope St$tement ) Contr$ct
*
*
*
*
.oes Not #nclude:
*
9"7"3 Re-uirement Ph$se: (ist m$!or Or%$ni>$tion$l .eli5er$,les: (ink ) To ) Prelimin$ry Pro!ect Scope
St$tement ) Contr$ct
*
*
*
*
9"7"7 .esi%n Ph$se: (ist m$!or Or%$ni>$tion$l .eli5er$,les: (ink ) To ) Prelimin$ry Pro!ect Scope
St$tement ) Contr$ct
*
*
*
*
9"7"8 Construct Ph$se: (ist m$!or #ntermedi$te .eli5er$,les: (ink ) To ) Prelimin$ry Pro!ect Scope
St$tement ) Contr$ct
*
*
*
*
9"7"9 Test = #nst$ll$tion Ph$se: (ist m$!or #ntermedi$te .eli5er$,les: (ink ) To ) Prelimin$ry Pro!ect
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
9" Pro!ect Re-uirements' .eli5er$,les' $nd Pro!ect 4ound$ries
Scope St$tement ) Contr$ct
*
*
*
*
.oes Not #nclude:
*
9"3"3 Pro!ect M$n$%ement Ph$se: (ist m$!or Pro!ect M$n$%ement .eli5er$,les: (ink ) To )
Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
7.1.1.1 Project +nitiation Process 8rou(: (5ist major Project Management 'e)iera%)es in the +nitiation (rocess grou()
*
*
*
*
.oes Not #nclude:
*
7.1.1." Project P)anning Process 8rou(: (5ist major Project Management 'e)iera%)es in the P)anning (rocess grou()
*
*
*
*
.oes Not #nclude:
*
7.1.1.& Project Execution Process 8rou(: (5ist major Project Management 'e)iera%)es in the Execution (rocess grou()
*
*
*
*
.oes Not #nclude:
*
7.1.1.7 Project 0ontro) Process 8rou(: (5ist major Project Management 'e)iera%)es in the 0ontro) (rocess grou()
*
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
9" Pro!ect Re-uirements' .eli5er$,les' $nd Pro!ect 4ound$ries
*
*
*
.oes Not #nclude:
*
7.1.1.9 Project 0)osing Process 8rou(: (5ist major Project Management 'e)iera%)es in the 0ontro))ing (rocess grou()
*
*
*
*
.oes Not #nclude:
*
;" Pro!ect Accept$nce Criteri$
;"3 .eine the process $nd RAM or
$cceptin% completed products'
ser5ice' or results:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
*
;"7 .eine the $ccept$nce criteri$ or
completed deli5er$,les o
products' ser5ice' or results:
(ink ) To ) Prelimin$ry Pro!ect Scope St$tement ) Contr$ct
?" Pro!ect Constr$ints' Assumptions' = #niti$l Pro!ect Or%$ni>$tion
?"3 (ist Pro!ect Constr$ints: (ink ) To )
Prelimin$ry Pro!ect Scope St$tement )
Contr$ct
:.1.1 5ist the constraints in meeting the mi)estones
:.1." 5ist the constraints in meeting the #udget
:.1.& 5ist the constraints in meeting the ;ua)ity <e3uirements
?"7 (ist Pro!ect Assumptions: (ink )
To ) Prelimin$ry Pro!ect Scope St$tement
) Contr$ct
?"8 (ist n$mes o key Pro!ect Te$m
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
?" Pro!ect Constr$ints' Assumptions' = #niti$l Pro!ect Or%$ni>$tion
Mem,ers:
:.&.1 5ist names of 4ey sta4eho)ders in the originating = (erforming organizations
:.&." 5ist names of 4ey team mem%ers in the (erforming organization
:.&.& 5ist the name of 4ey staff mem%ers re3uirements
:.&.7 Pre(are initia) <es(onsi%i)ity >ssigned Matrix (<>M)
:.&.7 1ina)ize the (roject management team?s res(onsi%i)ity
:.&.9 1ina)ize the authority )ee)s of (roject manager2 and (roject team mem%ers
@" Pro!ect #dentiied Risks
@"3 (ist Pro!ect #dentiied risks: (ink ) To ) Pro!ect Risk M$n$%ement Pl$n' Risk Re%ister
A" Pro!ect M$n$%ement
A"3 Prim$ry Pl$ns B wi)) the (roject hae forma) written ()ans @ i.e.2 (roject schedu)e2 %udget2 3ua)ity2 ris42 etc.A
'escri%e %rief)y in the s(ace %e)ow: (ink ) To ) Prelimin$ry Pro!ect Scope St$tement
A"7 Scheduled St$tus Meetin%s (+nsert rows as needed):
Meeting P"rpose #re$"ency
A"8 Scheduled St$tus Reports (+nsert rows as needed):
Report P"rpoe +re,"ency
#rief)y descri%e how each of the fo))owing wi)) %e hand)ed. Proide )in4s to re)eant documents as a((ro(riate.
Modify exam()e text (roided or enter your own.
A"9 #ssue M$n$%ement: ProjectBre)ated issues wi)) %e trac4ed2 (rioritized2 assigned2 reso)ed2
and communicated in accordance with the Project Management
Met-odo!ogy.
+ssues wi)) %e re(orted using an +ssue <e(ort 1orm. +ssue
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
A" Pro!ect M$n$%ement
descri(tions2 owners2 reso)ution and status wi)) %e maintained in an
+ssues 5og in a standard format.
+ssues wi)) %e addressed with the (roject owner and communicated in
the (roject wee4)y status re(ort.
A"; Ch$n%e
M$n$%ement:
-he change contro) (rocedures as documented in the CProject* 0hange
Management P)an wi)) %e consistent with the Project Management
Methodo)ogy and consist of the fo))owing (rocesses:
> 0hange <e3uest 5og wi)) %e esta%)ished %y the Project Manager
to trac4 a)) changes associated with the (roject effort.
>)) 0hange <e3uests su%mitted ia 0hange <e3uest 1orm wi)) %e
assessed to determine (ossi%)e a)ternaties and costs.
0hange <e3uests wi)) %e reiewed and a((roed %y the (roject
owner.
-he effects of a((roed 0hange <e3uests on the sco(e and
schedu)e of the (roject wi)) %e ref)ected in u(dates to the Project
P)an.
-he 0hange <e3uest 5og wi)) %e u(dated to ref)ect current status
of 0hange <e3uests.
A"? Communic$tion
M$n$%ement:
-he fo))owing strategies hae %een esta%)ished to (romote effectie
communication within and a%out this (roject. !(ecific 0ommunication
(o)icies wi)) %e documented in the CProject* 0ommunication P)an.
-he Project Manager wi)) (resent (roject status to the (roject
!(onsors on a wee4)y %asisD howeer2 ad -oc meetings wi)) %e
esta%)ished at the Project Manager?s discretion as issues or
change contro) items arise.
-he Project Manager wi)) (roide a written status re(ort to the
(roject !(onsors on a month)y %asis and distri%ute the Project
-eam meeting minutes.
-he (roject !(onsors wi)) %e notified ia eBmai) of a)) urgent issues.
+ssue notification wi)) inc)ude time constraints2 and im(acts2 which
wi)) identify the urgency of the re3uest for serice.
-he Project -eam wi)) hae wee4)y u(dateEstatus meetings to
reiew com()eted tas4s and determine current wor4 (riorities.
Minutes wi)) %e (roduced from a)) meetings.
>)) (roject sta4eho)ders wi)) maintain a)) e)ectronic Project
'ocuments in centra) storage accessi%)e.
A"@ Procurement
M$n$%ement:
-he (roject team wi)) write a Procurement Management P)an. +t wi))
document the fo))owing:
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
A" Pro!ect M$n$%ement
Fow much2 when and %y what means each of the goods and serices
that this (roject re3uires wi)) %e o%tained
-he ty(es of contracts re3uired (if any)
Fow inde(endent estimates (as ea)uation criteria) wi)) %e o%tained
Gho wi)) actua))y wor4 to (rocure any item or serice
Ghich (rocurement documents wi)) %e used
Fow (rocurement wi)) %e coordinated with (roject schedu)e and
%udget
Ghat a !tatement of Gor4 inc)udes (e.g.2 how to descri%e a (roduct or
serice so that a (ros(ectie se))er can decide if they can su(()y it)
> descri(tion of <1+2 <1P2 and other (rocesses (if re3uired for the
(roject)
Potentia) sources of goods and serices.
A"A Resource
M$n$%ement:
-he (roject team wi)) (roduce a <esource Management P)an that wi))
document the fo))owing:
5ists a)) major goods and serices re3uired in the (roject a)ong with
cost estimates and 3ua)ity information.
+ndicates which goods and serices wi)) %e o%tained from sources
outside the $rganization
+ndicates who is assigned to the (roject and when.
C" Authori>$tions
The Scope St$tement' D4S' Pro!ect Schedule' Risk M$n$%ement Pl$n $nd Pro!ect 4ud%et $re
$ppro5ed ,y the:
Pro!ect Sponsor
Pro!ect M$n$%er
Pro!ect perorm$nce ,$seline ch$n%es will ,e $ppro5ed ,y the:
Pro!ect Sponsor
Pro!ect M$n$%er
Pro!ect deli5er$,les will ,e $ppro5ed/$ccepted ,y the:
Pro!ect Sponsor
Eey St$keholders
Speciic t$sk responsi,ilities o pro!ect resources will ,e deined in the %esponsi&ility
'ssignment Matri("
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Project Scope Statement Template
Prepared by Project Management Competency Center, PMI - REP
Rev. 2.0, 12/01/2004
3F" Pro!ect Scope St$tement Appro5$l / Si%n$tures
Pro!ect N$me:
Pro!ect M$n$%er:
1-e p"rpoe o2 t-i doc"ment i to provide a ve-ic!e 2or doc"menting t-e initia! p!anning e22ort 2or t-e project. It i
"ed to reac- a ati2actory !eve! o2 m"t"a! agreement bet3een t-e Project Manager and t-e Project %ponor and
43ner 3it- repect to t-e objective and cope o2 t-e project be2ore igni2icant reo"rce are committed and
e5pene inc"rred.
I -ave revie3ed t-e in2ormation contained in t-i Project !co(e !tatement and agree6
7ame Ro!e %ignat"re 8ate
(MME''EHHHH)
1-e ignat"re above indicate an "ndertanding o2 t-e p"rpoe and content o2 t-i doc"ment by t-oe
igning it. 9y igning t-i doc"ment, t-ey agree to t-i a t-e 2orma! Project !co(e !tatement doc"ment.
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