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Free Printable Project Scope Templates [Word, Excel, PDF] Example

    A project scope example can be used as a reference or template to lay down the main deliverables of a specific project. Aside from helping in the decision-making process, they also serve as a framework that offers guidelines on the direction to take at several points throughout the process.

    The complex nature of work required in several areas, is explained in more detail and separated into parts in this document. With the help of a sample of the project scope, you will come up with many documents like a master schedule, communication plan, resource and time estimates, risk register, and many others. Now, what are the factors that should be considered when putting up a project scope? Let’s take a look!

    Project Scope Templates

    A Project Scope Template is a pre-designed format used to define and outline the boundaries, objectives, deliverables, and requirements of a project. It provides a structured framework for documenting and communicating the scope of work to stakeholders, team members, and project participants. A well-defined project scope is crucial for ensuring project success, managing expectations, and avoiding scope creep or unnecessary changes throughout the project lifecycle.

    Project Scope Templates assist project managers, teams, and stakeholders in defining and documenting the boundaries and requirements of a project. By using these templates, project stakeholders can align their understanding of project objectives, deliverables, and constraints. Project Scope Templates help in preventing scope creep, managing expectations, and promoting project success by ensuring clarity and consensus on the project’s scope from the outset. These templates are valuable tools for project managers, business analysts, and anyone involved in project planning and execution.

    What Is a Project Scope?

    Project Scope
    Project Scope

    Project Scope is the work required to deliver a product, service, or result with specified features and functions. Managing the project scope is primarily the job of defining and controlling what is included and what is not included in the project.

    Essential Elements of a Project Scope Template

    Deliverables: Deliverables are what you produce as part of your project; they may be a final product or simply an interim step in the process. In addition to listing each deliverable by name, other details such as due date, cost, quantity, and quality should be included.

    Timeline: The timeline is a list of events and milestones that will occur during the course of your project. It should be divided into phases and include specific dates for completion of each phase as well as key events (i.e., deadlines) along the way.

    Milestones: Milestones are significant events or accomplishments within your project that must occur on specific dates for it to succeed. They are often used as checkpoints or markers for measuring progress toward completion (or not!). Examples include approval of concept design by the management team, approval of the final design by the client, etc. If there is no milestone date associated with an activity, then it cannot be considered complete until it has been completed!

    Reports: Project reports are documents that summarize the progress of your project. These can be as simple as an Excel spreadsheet or complex PowerPoint presentations. In any case, they have to be easy to read and understand by all stakeholders.

    Budget: A budget is simply an estimate of how much money will be spent on each phase of your project (for example, development costs). It’s important to keep this figure realistic so that you get all the funding before you finish your work!

    How to Write a Project Scope

    Step 1: Create a Rough Draft

    Start by creating a rough draft of your project’s scope. You can do this on paper or in a word processing program. While you are writing, consider what you want your final product to look like and any helpful information that would be useful for your team members. For example, if you are creating a website, include how many pages it will have and what kind of content will be included on each page. If you are creating an e-book, include how many chapters it will have and what topics will be covered in those chapters.

    Step 2: Talk to Your Team

    Once you have created your rough draft, talk to your team members about what they think should go into the project scope. Their input may help you add or remove certain elements from the document or provide suggestions for making it more user-friendly.

    Step 3: Define the Deliverables and Milestones

    After talking with your team members, define all of the deliverables and milestones needed to complete the project successfully. For example, if you are creating a website, list all the pages that will be included on the site and what information will appear on each page.

    Step 4: Identify the Exclusions

    In this step, you will identify what the project does not include and why these things are not part of the scope. For example, if you are building a website for your client’s business but they want it designed in blue instead of red, then this would be something that should be excluded from the scope document because it is not relevant to the project as a whole.

    Step 5: Get the Document Signed

    In this step, it is essential to get all parties involved in signing off on their respective sections of the document, so there are no misunderstandings or misrepresentations about what was agreed upon or expected from each party involved with the project.

    Tips for Writing a Great Project Scope

    The SMART acronym can be a great guide when you’re writing a project scope. It’s a simple framework that can help you create an effective project scope.

    Here’s how each element might apply to your project:

    Specific (S): The goal should be clear, concise, and precise. Define exactly what you want to achieve.

    Measurable (M): The goals should be quantifiable and measurable to monitor progress and success.

    Achievable (A): The goals should be realistic and attainable based on business objectives and resources available. Goals should be aligned with the organization’s or project sponsor’s overall strategy.

    Realistic (R): The goals must be realistic and achievable within the specified time period, including budgeting for any additional resources required to implement or execute the deliverable(s).

    Timely (T): The goals must be timely in order to meet deadlines set by management and stakeholders.


    For a better overview, be sure to check out this Project Scope Template we have provided. You can download it and use it to your heart’s content or view it as a good starting point for creating your own project scope template. Hopefully, this article will help you understand the importance of a project scope statement and why you should adopt this best practice in project management.


    How do you write a project scope?

    When writing a project scope, define the goals, deliverables, timeline, costs, resources needed, and exclusions. Include detailed requirements and constraints. Get stakeholder sign-off to align on expectations.

    What is the scope of a project template?

    A project scope template outlines the structure and key elements that should be included when defining a project’s scope. Templates act as a guide for setting goals, deliverables, timelines, costs, resources, and stakeholders.

    What are the 5 parts of a project scope plan?

    The 5 key parts of a project scope plan are:

    1. Objective – Main goals and justification
    2. Deliverables – Goods or services to be produced
    3. Timeline – Project schedule and milestones
    4. Costs – Budget and cost estimates
    5. Resources – Equipment, materials, team roles

    What are the 5 steps of defining scope?

    The 5 major steps in defining scope are:

    1. Gather requirements – Interview stakeholders to determine needs.
    2. Set objectives – Outline the goals and justification.
    3. Define deliverables – Specify products, services, and documents to deliver.
    4. Determine timeline – Create project timeline and schedule.
    5. Establish budget – Estimate costs and create budget.
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    Betina Jessen

    Betina Jessen

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