Project Scope Presentation
Prepared by: [Sender.FirstName][Sender.LastName]
[Sender.Email][Sender.Company]
Table of Contents
• Executive Summary • Project Scope Statement • Project Objectives • Project Description • Project Tasks
• Project Development Roadmap • Project Timeline • Project Acceptance • Project Requirements • Exclusions
• Costs • Deliverables • Project Management • Roles and Responsibilities • Project Documentation
Add an executive summary of the project and its scope.
Executive Summary
Project Scope Statement
01
What's being delivered (in scope)
04
Clarifications for any other aspects of the project
02
03
05
The OKRs (objectives and key results) for project completion
What's not being delivered (out of scope)
Clarification of deliverables
Project Objectives
Create a list defining the core objectives of the project.
Improve
Generate
Increase
Reduce
The efficiency of business processes
More revenue for the client company
Customer satisfaction
Operating costs and overall expenses for the client
Describe the project as you understand it based on the information the client has provided.
Project Description
Project Tasks
Creating weekly and monthly performance reports
Training team members
Reporting directly to the COO, CEO, or other C-level executives
Operations analysis and insights
Submitting project documentation prior to the end of the engagement
The tasks associated with the project and within the scope of work.
Project Development Roadmap
Planning
Preparation
Implementation
Finalization
Short description of the stage
Short description of the stage
Short description of the stage
Short description of the stage
Project Timeline
List the initiatives of the project and the timeline for each.
Week 1
• Operational blueprint design • Team orientation
Week 2
Week 1-12
• Tool stack implementation • Software instruction
• Weekly and monthly progress reports
Project Acceptance
Short description of the criteria
Short description of the criteria
Short description of the criteria
List the criteria for project acceptance with a short explanation of the parameters of each item.
Criteria 1
Criteria 2
Criteria 3
Criteria 4
Criteria 5
Criteria 6
Short description of the criteria
Short description of the criteria
Short description of the criteria
Project Requirements
Availability
during standard office hours or client's time zone
to prevent loss of data during process restructuring
Cloud Backups
Response
to all client emails within 1-2 business days
Force Majeure
in the event that one or more requirements are not met due to unforeseeable circumstances
State the project requirements for all the deliverables and goals within the scope of work.
Exclusions
Include one-on-one training with team members
The Project Will Not:
Lead to the creation of graphical assets or coaching resources
Involve the creation of content to implement the provided strategy blueprint
Describe tasks and deliverables that are not included in the project, i.e., outside the scope of work.
Costs
Salary or contractual fee
Software subscriptions
Cloud backups
Add all the costs associated with the project.
$ XX.XXX
$ XX.XXX
$ XX.XXX
$ XX.XXX
$ XX.XXX
$ XX.XXX
Cloud backups
Salary or contractual fee
Software subscriptions
Deliverables
Performance reports
List your deliverables for the project.
15
3
Analysis/insight reports
2
Group training sessions for team members
1
Project documentation submission at the end of the engagement
Project Management
Short description of the project management aspect
Short description of the project management aspect
Communication
Oversight
Reporting
Delivery
Short description of the project management aspect
Short description of the project management aspect
Member Role
Roles and Responsibilities
Summarize the team capacity, number of people employed, and the roles of each person with regard to the engagement.
Member Role
Member Role
Member Role
Member Role
Member Role
Member Role
Project Documentation
• Proposal • Charter • Plan • Status report • Retrospective
Create a list of the project documentation that you'll submit throughout the engagement.
