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Project ID

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Date

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Project Name

Prepared By:

Project Objectives

Project objectives include the measurable success criteria of the project, e.g., “SMART.” Projects may have a wide variety of business, cost, schedule, technical, and quality objectives. Project objectives can also include cost, schedule, and quality targets. Each project objective has attributes such as cost, volume, etc., a metric, and an absolute or relative value.

Product Scope Definition

Describes the characteristics of the product, service, or result that the project was undertaken to create. These characteristics will generally have less detail in early phases and more detail in later phases as they are progressively elaborated. While the form and substance of the characteristics will vary, the scope description should always provide sufficient detail to provide later project scope planning. Build off the high level scope statement as provided in the Project Charter.

Project Requirements

Describes the conditions or capabilities that must be met or possessed by the deliverables of the project to satisfy a contract, standard, specification or other formally imposed document. Analyses of all stakeholder needs, wants, and expectations are translated into prioritized requirements.

· Requirement #1

· Requirement #2 …

Resource Requirements

Describes the resource requirements, and whether resources will be acquired internally, externally, or a combination thereof.

Project Boundaries (Inclusions and Exclusions)

Identifies generally what is included within the project. It also states explicitly what is excluded from the project, if a stakeholder might assume that a particular product, service, or result could be a component of the project.

Critical Success Factors

Document the factors that will ensure the success or failure of the project.

Project Deliverables

Deliverables include both the outputs that comprise the product or service of the project, as well as ancillary results, such as project management reports and documentation. They describe what the clients will get when the project is completed.

Product Acceptance Criteria

Defines the process and criteria for accepting completed products.

Project Constraints

List and describe the specific project constraints associated with the project scope that limit the team’s options. For example, a predefined budget or any imposed dates that are issued by the customer.

Project Assumptions

Lists and describes the specific project assumptions associated with the project scope and the potential impact of those assumptions if they prove to be false.

Initial Project Organization

The members of the project team, as well as stakeholders, are identified. The organization of the project is also documented.

Change Management

Document the detailed change control procedures and how they will be monitored and controlled.

Issue Management

Document how issues will be documented, prioritized, resolved, communicated, and monitored & controlled.

Risk Management

Document how risks will be documented, prioritized, mitigated, and communicated. Also list 2 or 3 project-specific risks and how they will be mitigated, should they occur.

Schedule Milestones

The customer, Project Sponsor, or performing organization can identify milestones and can place imposed dates on those schedule milestones. These dates can be addressed as schedule constraints. List the key milestones along with their due dates.

Fund Limitation

Document the funding and describe any limitation placed upon funding for the project, whether in total value or over specified timeframes.

Project Stakeholders

List each of the key stakeholders, by role.

Approval Requirements

Identifies approval requirements that can be applied items such as project objectives, deliverables, documents, and work. List any standards, regulations, &/or performance requirements that must be met.

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