Put Your Company Name Here / Scope of Work
Last Form Revision Date: / PAGE 3 OF 8
Project Name: / It can help the team to have a project name
Line of Business / Department / Business Unit / Customer: / This ties the project to the department or line of business
Project Type: / r Put the types of projects here. You can add as many as appropriate to your organization. / r
Geographic Region: / This can be deleted if it doesn’t fit your organization.
Project Manager:
Target Start Date:
Target Finish Date::
Project Number:
Project Priority:
Executive Summary
Put the executive summary here. It should contain no more than 250 words. Try to keep to the point.
Background / Purpose
Where appropriate, add why the project
Goal
Describe ‘What Does Done Look Like’
No dates or quantifiers. They belong in the objectives.
.
Business Alignment (Business Driver / KPI / Organizational Performance Indicator)
· Use bullets to differentiate the points in this section.
· You can use the format of
Organizational Performance Indicator
What KPI (also known as a business driver in some industries) that aligns on the perofmrance indicator
.
Objectives
· Use bullets to differentiate the points in this section.
· You can use the format of
Break the KPIs into individual objectives.
· For each objective,
What the measurement would be
What the targets are
What the Tracking Performance Indicators are
Stakeholders and Team Members
Sponsors:
Project Team Members
The Kellan Group Incorporated - Confidential Printed: 2/2/2016
Put Your Company Name Here / Scope of Work
Last Form Revision Date: / PAGE 4 OF 8
Scope of Work
In Scope / Out of Scope / Scope Decisions Required (Confirmation of scope requirement)
The Kellan Group Incorporated - Confidential Printed: 2/2/2016
Put Your Company Name Here / Scope of Work
Last Form Revision Date: / PAGE 7 OF 8
Major Deliverables
Deliverable / Owner
Initial Schedule Milestones
*** We use a timeline from MS Project 2020 or later here.
Initial Budget Milestones
Milestone / Amount / Revenue / Expense / Capital Expense
Initial Risks
Date / Description of Risk / Status
Constraints
Date / Description of Constraint / Status
Assumptions
Date / Description / Status
Potential Benefits
Date / Description / Status
Current Issues (Known Problems … Can be tracked in an Issues Log)
Date / Description / Status
Collaboration, Communication and Reporting Process
Ground Rules
There is a trend to include team rules here. It is a good idea.
Critical Success Measurements (Key Performance Measurements)
How will we know that we are successful?
Signatures)
revisions
Change / date: / Authorized / date:
Change / date: / Authorized / date:
Change / date: / Authorized / date:
Change / date: / Authorized / date:
Change / date: / Authorized / date:
The Kellan Group Incorporated - Confidential Printed: 2/2/2016