Project management scope of work document template

Use this template when implementing enterprise resource planning ERP software in your organization. This is a Word template that outlines the ERP project scope, including objectives, project roles, functional requirements, deliverables, change control procedures, and more.

Develop a thorough project scope, from overall goals to authorized approvals. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.

Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Try Smartsheet for free, today. In This Article. Project Plan Scope Example. Simple, powerful project management with Smartsheet. See for yourself. Simple Project Scope Statement. It is a crucial onboarding document as it drafts all the project specifics. This document outlines the objective of the project.

It also clearly states what you will not cover during the project. It mentions project scope, life cycle, timeline, milestone, deadline, revision conditions, size, payment method, payment terms, and many more important aspects. Both the client and the freelancer need to sign this scope of work document before commencing the project.

Any ambiguity in this document can be misleading, so it should be thorough and easily understandable. It also establishes the accountability of freelancers and clients regarding the project. You can save time by using the scope of work templates for general projects that everyone is working on. Everything will be in its place. Here are some trending templates that you can download for free:. This is a plain and simple scope of work template anyone can use for their project tasks.

You can easily add the required information in this template and make it your customized scope of work document. The commonly used data fields are already added here, including project overview, task list, out of scope, deliverables, expected outcomes, payment terms, and so on.

At the bottom, both parties can include names, dates, and signatures to make it a valid document. This template is rather a descriptive one that web designers should use. Some projects might need you to have a detailed scope of work, and the template will be perfect for such situations.

Related: Want to Design a Stunning Website? Keep log up-to-date through weekly reviews and team meetings. Team Presentation.

Use when creating any sort of project presentation to ensure consistency and professionalism across IT Services. Change Request Form. Change Request Log. Track Change Requests. Use to record all change requests that are received during the life of a project. As each Change Request is received, it should be logged before it is sent for approval, deferment, or rejection. Monthly Forecast and Actuals.

Track capital and expense spending on a monthly basis against approved budget and WBS. Contact Us Get Started. Project Management Templates There is no one approach for how much oversight and documentation is required or when templates should be used.

If the project has a high level of risk, cost, or complexity, it is recommended that you work with a PMO project manager to determine the level of rigor required. These templates should be used for most projects. Non-asterisked templates or documents are available for use at the discretion of the project manager or project sponsor.

Discovery The purpose of the Discovery phase is to develop the Project Charter to formalize project purpose, objectives, scope and deliverables. Templates and Resources. Key Activities. Review project sizing criteria. Determine the level and type of project management most appropriate for your project. Determine Resource Requirements.

Business Case. Prepare Business Case. Conduct Vendor Research. Return to the top of page. Planning During this phase, the Project Manager works with the project team to document high level functional and technical requirements.

Hold requirements gathering sessions. Work with project team members to document high level functional and technical requirements. Create high level project schedule. Create communication plan. Establish agreement on how team will communicate important information during the project. Kick-Off Presentation. Conduct project kick-off meeting. Create project budget and compare the planned budget against actual costs.

Compare monthly actual costs against planned budget to determine whether spending is on track. Show who is on the team and the role they play. System Architecture Document. Define high-level system architecture plan. Stakeholder Analysis. Check out the Contents complete with Hints and Tips on how to use. Check out the contents below or Grab the template now!

Describe the process that will be used for preparing a detailed scope statement. For example, outputs from stakeholder workshops, a customer brief, tender documents e. For example, using top-down or bottom-up techniques and whether templates will be used. Explain what format s will be used to present the WBS for example a common tree structure, a tabular view or a mind map centralized tree structure.