Project Name:
Enter the official name of the project
Project Sponsor:
Name and role of person or group funding/authorizing the project
Project Manager:
Who is responsible for day-to-day leadership
Date Created / Last Updated:
MM/DD/YYYY
1. Project Scope Statement
What’s included — and what’s not.
- [ ] In-scope deliverables and boundaries
- [ ] High-level requirements
- [ ] Major activities or functions
- [ ] Constraints (e.g., budget, tools, teams)
- [ ] Assumptions
2. Out of Scope
Explicitly define what’s not included.
- [ ] Exclusions (features, services, departments, etc.)
- [ ] Deferred phases or responsibilities
3. Success Criteria
How will we know it’s done — and done right?
- [ ] Measurable acceptance criteria
- [ ] Required approvals
- [ ] Minimum quality thresholds
4. Major Deliverables
What are we expected to produce?
| Deliverable | Description | Owner | Due Date |
|————-|————-|——-|———-|
5. High-Level Timeline
Rough schedule and key milestones
- [ ] Kickoff
- [ ] Phase completions
- [ ] Final delivery
- [ ] Close-out
6. Stakeholders and Roles
Who’s involved and what they’re responsible for
| Name | Role | Responsibility | Influence Level |
|——|——|—————-|—————–|
7. Risks & Dependencies
What could delay or derail this?
- [ ] Key risks or blockers
- [ ] External dependencies
- [ ] Mitigation strategies

