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Stage 2: Initiate the Project


What it is How to Templates/
What it is: Define Scope

Defining the scope of a project develops a common understanding of what is included in and excluded from the project. The scope builds upon the project concept developed in the Conceptualize Stage.

Scope is usually defined by:

  • Project Business Need
  • Project Goals
  • Product Description
  • Project Customer, Project Sponsor, Project Manager
  • Project in Scope, Out of Scope
  • Project Critical Success Factors
  • Project Assumptions
  • Project Constraints
  • Project Deliverables

Defining a project’s scope helps establish a common understanding for all project stakeholders. It is the foundation on which the schedule, budget and staffing plans are built.

Scope also serves as the basis for future project decisions. The documented scope helps address ”scope creep” by making changes obvious.

Who is involved
Project Manager
Project Sponsor
Project Stakeholders

This information is included in a separate section of your project charter often referred to as “Project Scope".


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Updated February 1, 2006 - v1.0