Project Scope Template
Manage goals, objectives, and scope within budget and timeline using the project scope template.
About the Project Scope Template
Introducing the project scope template - an essential tool for any team seeking clarity, alignment, and a well-defined direction. The project scope outlines the boundaries and parameters of a given project, ensuring that everyone involved is aware of what needs to be accomplished and how.
The template provides a structured layout that helps detail and organize critical aspects of a project, including the scope description, acceptance criteria, deliverables, exclusions, and assumptions. Let's break them down:
Scope description: Here is where you write the project scope, a concise overview of the project's main objectives, goals, and what it aims to achieve.
Acceptance criteria: These are the conditions that the project must meet for it to be accepted as complete.
Deliverables: Tangible or intangible goods or services that the project will deliver upon its completion.
Exclusions: Clearly states what is not included within the project's parameters, ensuring there's no ambiguity.
Assumptions: Assumptions made during the planning phase about the project environment, resources, or other relevant aspects.
Understanding and effectively using these areas will ensure a comprehensive and clear project scoping template, helping teams to navigate potential pitfalls and remain aligned on their goals.
How to use the project scope template
Using the scope template is a breeze. Here's how to do it in a few simple steps:
Edit with ease: Change sections by clicking and typing in the fields. Whether updating the scope description or adding new deliverables, it's straightforward.
Expand your template: If you need more sections, add them effortlessly with a single click, tailoring the template to fit your unique project needs. Select the template table and click on the plus icon.
Incorporate additional artifacts: Want to give more context? Add any relevant artifact to the board, enhancing understanding and providing a richer perspective.
Why should you use a project scope template?
Clarity and direction: It provides a clear roadmap, outlining what needs to be achieved, and ensuring all team members are aligned.
Efficiency: With a predefined structure, teams can save time in the planning phase, leading to quicker project kick-offs.
Reduced ambiguity: Clearly defined deliverables, exclusions, and assumptions mean fewer misunderstandings and misalignments.
Flexible adaptation: As projects evolve, the project scoping template can be easily adjusted to accommodate new information.
Enhanced collaboration: With a centralized and accessible format, teams can collaboratively engage, ensuring everyone is on the same page.
Discover more project charter examples to simplify your planning!
Can I customize the template to fit my project needs?
Absolutely! The scoping template is designed to be flexible, allowing you to add, remove, or change sections as required.
Is the template suitable for all types of projects?
While the template is adaptable and can fit a variety of projects, depending on the complexity and nature of your project, you may need to make specific adjustments.
Can I share my project scope with stakeholders directly from the board?
Yes, you can share your project scope with relevant stakeholders, ensuring transparency and alignment.
How often should I update the project scope?
It's essential to review and update the project scope whenever a significant change or if new information emerges that affects the project's direction. Regular reviews ensure the scope remains relevant and aligned with the project's objectives.
Get started with this template right now.
Year Timeline Template
Works best for:
Timeline, Planning
The Year Timeline template provides a comprehensive view of annual events and milestones. Perfect for planning yearly goals, tracking progress, and scheduling important dates, this template helps you stay organized and focused throughout the year.
Scenario Mapping Template
Works best for:
Desk Research, Mapping, Product Management
Scenario mapping is the process of outlining all the steps a user will take to complete a task. The scenario mapping template helps you create a visual guide to what different personas are doing, thinking, and feeling in different situations. Use scenario mapping to outline an intended or ideal scenario (what should happen) as well as what currently happens. If you’re trying to outline the ideal scenario, user mapping should take place very early on in a project and can help inform user stories and the product backlog. If you’re just trying to get a better sense of what currently happens, you can do user mapping when conducting user interviews or observation.
Competitive Analysis Template
Works best for:
Marketing, Decision Making
Developing a great product starts with knowing the lay of the land (meaning who you’re up against) and answering a few questions: Who are your competitors? How does your product or service compare? What makes you stand out? A competitive analysis will help find the answers, which can ultimately shape your product, value prop, marketing, and sales strategies. It’s a great exercise when a big business event is about to occur — like a new product release or strategic planning session.
Stakeholder Analysis Template
Works best for:
Project Management, Strategic Planning, Project Planning
Managing stakeholders is integral to completing a project on time and meeting expectations, so here’s how to use a stakeholder analysis to help. A stakeholder analysis empowers you to meet expectations and complete projects on time by identifying individuals, groups, and organizations with a vested interest in a program or process. In a typical stakeholder analysis, you’ll prioritize stakeholders based on their influence on a project and seek to understand how best to interface with them throughout the course of the project.
Six Thinking Hats Template
Works best for:
Ideation, Brainstorming
The Six Thinking Hats by Dr. Edward de Bono was created as an alternative to argument, it is designed to help teams explore and develop ideas collaboratively. Use this template to boost creative thinking and get different perspectives so you and your team can make better-informed decisions.
Blue Ocean 4 Actions Framework Template
Works best for:
Leadership, Decision Making, Strategic Planning
For entrepreneurs, so much comes down to new users—how to attract them, impress them, and convert them to loyal customers. This template, designed by the authors of Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant, will help you maximize value for you and your customers alike. Using the template’s four steps (divided into easy columns), you’ll easily evaluate your products in more innovative ways and make sure money is being spent in areas that really matter.