Scope Documentation - Rough Draft Outline

Business Definition

Key Project Dates / Milestones

INTENT: Define known milestones to be hit, or requested schedule dates to be planned against

Known Business Obstacles

INTENT: Define known issues or roadblocks to be resolved to ensure the success of this initiative

Business Risk Analysis

INTENT: Define “Risk ” in business, financial, competitive and/or strategic terms
 
Business Readiness
INTENT: Is the business in position to support this in terms of Roles, Skills, Sponsorship and on-going Metrics? If gaps exist, what are they?

Additional Explanatory / Background Text

INTENT: Free-form block to provide additional clarity or credence to the request

Suggested Solution/Action

Recommended Action Plan

INTENT: Who needs to do what in order to achieve the started Goals/Objectives

Alternatives
INTENT: What other options or alternatives were considered in addition to the one recommended?

Training Implications
INTENT: What are the training plans, requirements or implications if this initiative goes forward?

Process Impact
INTENT: Define the PROCESS IMPACT of the requested process or Systems changes

Benefits / Value:

($) Major Project Benefits

INTENT: Document in detail the BUSINESS BENEFITS to be derived from this initiative
(Examples: Tangible/OCC benefits, WCE benefits, Project ROI, etc OVER WHAT TIME?)
(Also document benefits This Year, Next Year and On-going)

($) Measurements of Success

INTENT: Define HOW the initiative will demonstrate/report achievement of projected benefits, including WHO will be responsible for benefit
achievement
I.T. / Systems Feedback:

Systems, Apps or Licensing Components Impacted

INTENT: Define all computer-based systems, applications or tools that are affected by this initiative

Primary/Key Deliverables
INTENT: Define the critical IT/systems Deliverables expected from this initiative

Opportunities for Innovation

INTENT: State opportunities for innovation in systems, business processes or technology leverage

Tech Specifications
INTENT: Define the DETAIL of WHAT needs to be accomplished and HOW that may occur

Effort / Estimation
INTENT: Define the Effort (in days, weeks, etc) relative to the definition above

General Issues and Follow-Up Requirements

General Notes section and placeholder for issues, concerns, etc

INTENT: If not specifically noted above, what else needs to be considered…?