The Most Important Piece of Paperwork for Your Projects

I often preach extensively about project management at design and creative conferences around the globe. The one piece of paperwork that I always emphasize is completing a scoping document for a project then getting the client to sign off and accept it. This one piece of papaerwork can solve all sorts of problems and is really worth the 2-5 hours it takes to write. The outline is as follows.

Project Scoping Document

( 2 - 1 0 p a g e s )
  • Project Name
  • Executive Summary
  • Background
  • Project Scope (High Level)
  • Project Objectives
  • Deliverables
  • Organizations
  • Interfaces Required
  • Assumptions
  • Constraints
  • Evaluation Criteria
  • Risks
  • Rewards
  • Budgets
  • Schedules (Due Dates)
  • Project Team Readiness
  • Key Roles
  • Executive Sponsor
  • Project Manager
  • Business Experts
  • Technical Experts
  • Signature Lines - Sign Off “Charter”