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Free Project Scope Templates

by Kate Eby on May 17, 2019

Download the most useful project scope templates for a variety of uses, from construction to IT and CRM projects. Choose from Microsoft Excel and Word, as well as PDF templates. All are professionally designed, ready to print, and fully customizable.

Included on this page, you'll find a project plan scope example, a simple project scope statement, a project scope baseline template, and many more templates to help you plan and manage your project scope.

When meetings end, the real work begins. Execute on projects with this template set.

Quickly get projects up and running, rollup key metrics to share with stakeholders, and stay on top of at-risk tasks to ensure your team can execute on initiatives, no matter where they are located.

Project Plan Scope Example

Project Plan Scope Example

This template provides examples of what to include in a preliminary scope statement, with sections for high-level objectives, deliverables, assumptions and constraints, and important milestones. Use the template as a guide when creating your own plan, and customize it to suit your specific project. This is an easy-to-use form to help save time with project planning.

Download Project Plan Scope Example - Word

 

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Simple Project Scope Statement

Simple Project Scope Statement

Whether you’re working on a large or small project, this Word template provides a simple layout for creating a scope statement. Outline the project scope, deliverables, exclusions, milestones, and costs. The template includes project details at the top and an approval section for stakeholder signatures at the bottom.

Download Simple Project Scope Statement

Excel | Word | PDF


Project Scope Baseline Template

Project Scope Baseline Template

Manage scope creep with this baseline template, comprised of a project scope statement, work breakdown structure, and WBS dictionary. The dictionary includes WBS numbering, task information (including owner and status), and other details for planning and tracking. The tree diagram makes it easy to visually break down project levels and tasks.

Download Project Scope Baseline Template - Excel


Construction Project Scope Template

Construction Project Scope Template

This template provides an outline for creating a comprehensive scope of work for a construction project. It includes sections for a project overview, scope breakdown, schedule (with starting and ending dates), and list of deliverables and reports that the contractor will provide. You can modify the outline for a range of construction projects or customize the outline to create an engineering project scope template.

Download Construction Project Scope Template
Word | PDF


IT Project Scope Template

IT Project Scope Template

Create an IT project scope that includes background information, resource requirements, a timeline, risks, and more. You can also include details on project team members, itemized expenses, and criteria for completion. This Excel template will help you to keep your IT project on track and plan for a successful outcome.

Download IT Project Scope Template

Excel | PDF


Website Project Scope Template

Website Project Scope Template

Use this template to manage a website design project. It includes sections for a detailed scope of work, as well as descriptions and scheduling for deliverables, costs, and assumptions and constraints. Edit the template to include whatever information is needed for your design project, and customize it further by adding a company logo.

Download Website Project Scope Template

Excel | PDF


Software Project Scope Template

Software Project Scope Template

List all of the pertinent information about your software project in this scope template, from team members and other stakeholders to deliverables and milestones. Include a summary of costs, delivery dates, and risk mitigation plans. This form can also be modified to create an Agile project scope template by including a breakdown of iterations and associated timelines and resources.

Download Software Project Scope Template

Excel | PDF


Customer Relationship Management Project Scope Template

CRM Project Scope Template

This template is designed to assist organizations with customer relationship management (CRM) project scoping, whether you’re implementing a CRM plan for an entire enterprise or addressing a specific CRM project. Available as a Word or PDF file, this template allows you to create a project scope report that covers opportunities, risks, financial obligations, roles and responsibilities, and project recommendations. This is a strategic template for assessing and planning CRM projects.

Download CRM Project Scope Template

Word | PDF


Enterprise Resource Planning Project Scope Template

ERP Project Scope 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.

Download ERP Project Scope Template

Word | PDF


Streamline Your Project Scoping Process with Smartsheet for Project Management

Strong project managers in any industry know that clearly defining project scope is essential to a project’s success. But, they also recognize that they need the right tools to achieve to execute their goals.

One such tool is Smartsheet, a work execution platform that enables enterprises and teams to get from idea to impact — fast. Top project management leaders rely on Smartsheet to help align the right people, resources, and schedules to get work done.

Use Smartsheet to create consistent project elements, increase speed, and improve collaboration with scalable options that fit individual work preferences. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks.

 

Discover how Smartsheet can help maximize your project management efforts today.

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Discover how to effectively manage your project scope and plan for success.

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