Project Scope Statement Template
Download Blank and Sample Versions of a Project Scope Statement Template for
Excel
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Microsoft Word
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Adobe PDF
| Google Sheets
When to Use This Template: Project managers can use this scope statement template in the early planning phase of a project to define deliverables, boundaries, and key assumptions. This template works particularly well for smaller initiatives that don't require a lengthy scope document.
Notable Template Features: This template includes essential components, such as deliverables, out-of-scope items, assumptions, constraints, and stakeholder approvals. The template separates constraints into sections for budget, quality, regulatory policies, and other limitations. The simple layout allows you to create a streamlined form suitable for a range of project types.
Project Scope Baseline Template
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Excel
| Google Sheets
When to Use This Template: Use this project scope baseline template to define and communicate the full scope of a project, as well as how the work will be structured and tracked throughout delivery. This template can support larger or more complex projects where a visual breakdown of tasks helps clarify responsibilities, sequencing, and expectations.
Notable Template Features: This template combines a scope statement form with two work breakdown structure (WBS) formats: a hierarchical tree diagram and a detailed dictionary. The WBS dictionary provides space to log dependencies, task owners, resources, and completion dates. The tree diagram offers a visual snapshot of deliverables, project phases, and task relationships.
For more project management tools, see our selection of work breakdown structure templates and statement of work templates.
Project Scope Management Plan Template
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Microsoft Word
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Adobe PDF
When to Use This Template: Use this scope management plan template to document scope practices throughout the entire project lifecycle. Project managers and PMOs can use this template to align teams on how scope will be defined, validated, controlled, and approved.
Notable Template Features: This template guides you through each aspect of scope management, from scope definition to reporting. You’ll find sections for WBS development, scope validation, and scope control processes to ensure consistent execution and oversight. It also covers roles, documentation standards, and approval protocols to support accountability.
ERP Project Scope Document Template
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Microsoft Word
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Adobe PDF
When to Use This Template: Use this project scope document template at the start of an ERP implementation or upgrade project to document technical scope, lay out stakeholder responsibilities, and communicate expectations, roles, and system requirements.
Notable Template Features: This template combines project scope components with ERP modules, such as accounts payable, general ledger, inventory, and payroll. The template includes a section for detailing functional requirements, such as recording customizations, reporting needs, and procedure changes across multiple system areas. A section for future projects provides space for follow-up initiatives or deferred features.
Transform your business and get insights into the evolution and future of ERP with our expert guide to enterprise resource planning.
Software Project Scope Template
Download a Software Project Scope Template for
Excel
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Microsoft Word
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Adobe PDF
When to Use This Template: Internal teams, agencies, and consultants can use this project scope template to define the critical details of a software project before development begins.
Notable Template Features: This template includes sections for laying out the scope of work for a software project along with detailed exclusions to clarify boundaries and prevent scope creep. It distinguishes between system features and performance expectations. The template also covers resource requirements, project risks, and service coordination to give stakeholders a more complete view of what the project demands and how responsibilities are shared.
Construction Project Scope Template
Download a Construction Project Scope Template for
Microsoft Word
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Adobe PDF
When to Use This Template: General contractors and project managers can use this template to create a thorough scope document for construction projects involving multiple subcontractors and phases.
Notable Template Features: This template outlines responsibilities, milestones, and project scope in a formal document layout with construction phases and categories, such as design, logistics, and subcontracting. Sections for environmental health and safety, quality assurance, and change management support compliance and accountability. The template also includes preformatted tables for listing deliverables and attachments.
IT Project Scope Template
Download an IT Project Scope Template for
Excel
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Microsoft Word
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Adobe PDF
When to Use This Template: Use this IT project scope template to define the scope, boundaries, and requirements for technology initiatives, from infrastructure upgrades to software implementations. This template helps project managers clearly identify roles, deliverables, and compliance requirements, and is especially useful for projects with strict data governance or security requirements.
Notable Template Features: This template includes fields for data storage estimates, regulatory compliance, and training plans. It balances technical and operational planning with space for documenting quality management, service responsibilities, and stakeholder coordination.
Website Project Scope Template
Download a Website Project Scope Template for
Excel
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Microsoft Word
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Adobe PDF
| Google Sheets
When to Use This Template: Use this website project scope template to outline the key parameters of a website build or redesign. Capture client expectations and clarify scope early to avoid miscommunication during the design and development process.
Notable Template Features: This template includes technical requirements, feature lists, exclusions, and a detailed cost estimate. The project deliverables table breaks down each activity, such as theme development and beta testing, alongside linked descriptions. The template also provides sections for listing milestones, a delivery schedule, and change control procedures.
Customer Relationship Management Project Scope Template
Download a Customer Relationship Management Project Scope Template for
Microsoft Word
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Adobe PDF
When to Use This Template: Use this customer relationship management (CRM) project scope template for CRM projects and initiatives that involve multiple teams, complex system integrations, or compliance mandates.
Notable Template Features: This template provides a comprehensive outline, including an executive summary, objectives, project deliverables, timeline, assumptions, and constraints. The template separates functional and nonfunctional requirements to help teams clarify what the CRM system must do and how it should perform. It also includes a section for listing risks and mitigation efforts for proactive risk planning.
See our guide to customer relationship management for insights on CRM strategies, processes, and trends from experts in the field.
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