Project Scope Template
Manage goals, objectives, and scope within budget and timeline using the project scope template.
Trusted by 65M+ users and leading companies
About the Project Scope Template
Introducing the project scope template - an essential tool for any team seeking clarity, alignment, and a well-defined direction. The project scope outlines the boundaries and parameters of a given project, ensuring that everyone involved is aware of what needs to be accomplished and how.
The template provides a structured layout that helps detail and organize critical aspects of a project, including the scope description, acceptance criteria, deliverables, exclusions, and assumptions. Let's break them down:
Scope description: Here is where you write the project scope, a concise overview of the project's main objectives, goals, and what it aims to achieve.
Acceptance criteria: These are the conditions that the project must meet for it to be accepted as complete.
Deliverables: Tangible or intangible goods or services that the project will deliver upon its completion.
Exclusions: Clearly states what is not included within the project's parameters, ensuring there's no ambiguity.
Assumptions: Assumptions made during the planning phase about the project environment, resources, or other relevant aspects.
Understanding and effectively using these areas will ensure a comprehensive and clear project scoping template, helping teams to navigate potential pitfalls and remain aligned on their goals.
How to use the project scope template
Using the scope template is a breeze. Here's how to do it in a few simple steps:
Edit with ease: Change sections by clicking and typing in the fields. Whether updating the scope description or adding new deliverables, it's straightforward.
Expand your template: If you need more sections, add them effortlessly with a single click, tailoring the template to fit your unique project needs. Select the template table and click on the plus icon.
Incorporate additional artifacts: Want to give more context? Add any relevant artifact to the board, enhancing understanding and providing a richer perspective.
Why should you use a project scope template?
Clarity and direction: It provides a clear roadmap, outlining what needs to be achieved, and ensuring all team members are aligned.
Efficiency: With a predefined structure, teams can save time in the planning phase, leading to quicker project kick-offs.
Reduced ambiguity: Clearly defined deliverables, exclusions, and assumptions mean fewer misunderstandings and misalignments.
Flexible adaptation: As projects evolve, the project scoping template can be easily adjusted to accommodate new information.
Enhanced collaboration: With a centralized and accessible format, teams can collaboratively engage, ensuring everyone is on the same page.
Can I customize the template to fit my project needs?
Absolutely! The scoping template is designed to be flexible, allowing you to add, remove, or change sections as required.
Is the template suitable for all types of projects?
While the template is adaptable and can fit a variety of projects, depending on the complexity and nature of your project, you may need to make specific adjustments.
Can I share my project scope with stakeholders directly from the board?
Yes, you can share your project scope with relevant stakeholders, ensuring transparency and alignment.
How often should I update the project scope?
It's essential to review and update the project scope whenever a significant change or if new information emerges that affects the project's direction. Regular reviews ensure the scope remains relevant and aligned with the project's objectives.
Get started with this template right now.
Job Map Template
Works best for:
Design, Desk Research, Mapping
Want to truly understand your consumers’ mindset? Take a look at things from their perspective — by identifying the “jobs” they need to accomplish and exploring what would make them “hire” or “fire” a product or service like yours. Ideal for UX researchers, job mapping is a staged process that gives you that POV by breaking the “jobs” down step by step, so you can ultimately offer something unique, useful, and different from your competitors. This template makes it easy to create a detailed, comprehensive job map.
Plus Delta Template
Works best for:
Software Development, Meetings, Retrospectives
The Plus Delta template is a simple but powerful tool for collecting constructive criticism from a group. The format encourages you and your team to focus on what went well, what you should repeat in the future, and what you should aim to change. To complete a Plus Delta template, simply make note of things that are working and things you would like to improve. You can then file these elements into two separate columns. Use Plus Delta to showcase wins and learnings for your team, stakeholders, employees, and bosses.
Brainwriting Template
Works best for:
Education, Ideation, Brainstorming
Brainstorming is such a big part of ideation. But not everyone does their best work out loud and on the spot, yelling out thoughts and building on others’ ideas. Brainwriting is a brilliant solution for them—creative thinkers who happen to be more introverted. This approach and template invites participants to reflect quietly and write out their ideas, and then pass them to someone else who will read the idea and add to it. So you’ll get creative ideas from everyone—not just the loudest few.
Porter's Five Forces Template
Works best for:
Leadership, Strategic Planning, Market Research
Developed by Harvard Business School professor Michael Porter, Porter’s Five Forces has become one of the most popular and highly regarded business strategy tools available for teams. Use Porter’s Five Forces to measure the strength of your current competition and decide which markets you might be able to move into. Porter’s Five Forces include: supplier power, buyer power, rivalry among existing competitors, the threat of substitute products or services, the threat of substitute products and services, and the threat of new entrants.
Good, Bad, Ideas, Action, Kudos Retrospective
Works best for:
Retrospectives, Meetings, Agile Methodology
The Good, Bad, Ideas, Action, Kudos Retrospective template offers a structured approach to retrospectives by categorizing feedback into five key areas: good, bad, ideas, action items, and kudos (appreciations). It provides elements for team members to share their thoughts, suggestions, and acknowledgments. This template enables teams to reflect on past performance, generate actionable insights, and celebrate achievements. By promoting inclusivity and constructive feedback, the Good, Bad, Ideas, Action, Kudos Retrospective empowers teams to foster collaboration, drive continuous improvement, and strengthen team dynamics effectively.
Monthly Planner Template
Works best for:
Operations, Strategic Planning, Project Planning
To knock out every task and accomplish every goal for the month, it helps to take a big picture, 10,000 foot view of things—meaning a 30-day view. That’s why a monthly calendar can come in so handy, especially on bigger projects. Use our template to create a visual representation that helps you track and space out every deadline and to-do, both for individuals and full teams. You’ll even be able to customize it your way, with images, video, and sticky notes.