Project Scope checklist

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Facts and essentials:

• Description: this is the most critical piece of preparative work performed on a project as it actually determines the project, making its tasks specific and unique. This is a set of documentation which outlines and details project in terms of its major objectives, amount and character of work necessary to get it accomplished, and results necessary to obtain;
• Requirements vary from organization to organization, depending on nature and type of a project, depending on specific customer’s needs, as well as the level of details that you need to input into a scope document may vary according to a type of project you undertake and to needs of its stakeholders;
• The sense of scope development include the following points:
  • Interpreting and validating customer’s request (need for a project) in terms convenient for organization that undertakes the project;
  • Considering through the fundamental elements of the project;
  • Obtaining a high-level overview of the project;
  • Explaining and verifying the plan of working efforts;
  • Estimating and verifying costs of the project attempt;
  • Correctly and clearly created statement can help the rest of the project flow  with minimal troubles;
• Problems: as the project scope is written on a project initiation stage, nobody exactly knows what problems the actual execution of a project can deliver. That’s why some risks arise, so they can produce creep which means uncontrolled extending of requirements and tasks over the ones agreed on the initiation phase, causing schedule and budget overruns, and other problems. This issue can be solved by developing effective plan;
• Verification: it is very important to get approvement and agreement for the statement with all the key stakeholders as this assures correct, coordinated, unified, and consistent understanding of the project, shared between performers and customers. So that presentation should be arranged for all key stakeholders, and then signed by them (if accepted and supported) to make the project authorized;

Elements:

• The project name and organizational ID;
• Explanation of needs and issues that your project manages to resolve (the business case);

By accomplishing this section, you deliver your interpretation of issues that the customer has expounded to you and which you undertake to resolve. This helps customer to confirm your interpretation of the pre-stated needs and issues as they are appropriately outlined and unscrambled.

• The project owner, sponsors, and stakeholders;
• Description of project’s outcomes, objectives, or deliverables;

Describe all deliverables that ensure the successful completion of the project (measurable success criteria for the project).

• Product Breakdown Structure (PBS) – it is a breakdown structure of the desired project result, a structured tree-like plan of product and its elements to be produced by the project;
• Work Breakdown Structure (WBS) – a structured overview of all the work packages you need to undertake and tasks to complete in order to create the determined product of the project;

Deliver, if required, different kinds of WBS: Object-oriented, Phase-oriented, or Function-oriented WBS.

• Describe resources needed – estimate, quantify and qualify the resources required to accomplish the project, as well as the necessary project means (project’s technical infrastructure);
• Project milestones and timeframes (timeline of deliverables);
• Determine costs and appropriate billing/payment model to give a fixed project cost to the customer, along with getting possibility for some predictable and justified surcharge (this may include billing the working time and materials, certain monthly fees, etc);
• List of things specifically excluded from the project scope;

Sometimes it can be useful to define the project non-goals (what is out of the scope).

Documentation (can be strongly required in some cases):

• Scope Plan;

It explains how the project scope will be controlled and observed to avoid creep, and also process of evaluating, accepting and implementing of some possible changes.

• Approved change requests;
• Project assumptions and risks;
• Project acceptance criteria;

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