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Wednesday, July 30, 2008

The Most Important Piece of Paperwork for Your Projects

I often preach extensively about project management at design and creative conferences around the globe.  The one piece of paperwork that I always emphasize is completing a scoping document for a project then getting the client to sign off and accept it.  This one piece of paperwork can solve all sorts of problems and is really worth the 2-5 hours it takes to write.  The outline is as follows.

Project Scoping Document
( 2 - 1 0 p a g e s )

  • Project Name
  • Executive Summary
  • Background
  • Project Scope (High Level)

    • Project Objectives
    • Deliverables
    • Organizations
    • Interfaces Required
    • Assumptions
    • Constraints
    • Evaluation Criteria
    • Risks
    • Rewards
    • Budgets
    • Schedules (Due Dates)
    • Project Team Readiness

  • Key Roles

    • Executive Sponsor
    • Project Manager
    • Business Experts
    • Technical Experts

  • Signature Lines - Sign Off “Charter”

Business

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