Scope Statement Toolkit

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Guide Scope Statement: it help leaders easily improve employee performance through seamless Goal setting and ongoing feedback.

More Uses of the Scope Statement Toolkit:

  • Support design and manufacturing teams with communication and coordination of feasibility assessment, project scope and Cost Estimates.

  • Be accountable for developing project strategies and ensuring that project scope adheres to parameters and frameworks.

  • Assure your organization recommends the nature and scope of present and future solution lines by reviewing solution specifications and requirements; appraising new solution ideas and/or solution or packaging changes.

  • Lead Scope Statement: program scope reporting and Goal setting, client and Account Management interaction, review work quality, oversee timelines, address system functionality, and drive Process Improvements.

  • Ensure you design; lead Process Improvement and review from system provisioning to enforcing device policies and configuration profiles, every part of your IT Systems And Processes are in scope for improvement.

  • Ensure delivered solutions are realized in time frame committed; work in conjunction with Business and Application Development to size and manage scope and risk.

  • Lead Business Development activities with respect to all Customer Requirements, scope of work and timelines.

  • Identify Scope Statement: interface with development, functional and operations/architecture teams for project requirements and scope related to patch/upgraded related projects.

  • Ensure your organization participates in the planning and development of departmental budgets, revenue, capital and operational expenses, sufficient number of staff, and any other plans for allocation of fiscal or other resources according to the scope of services provided.

  • Be accountable for understanding the scope and timelines of new projects in order to meet the completion deadlines.

  • Develop, expand and generate new business opportunities on targeted new logos and targeted strategic/large new scope in existing accounts.

  • Warrant that your organization provides leadership and direction to the functional team so that tasks and activities are coordinated for project scope control, Quality Control, Communication Management, Change Control management, Risk Management and Issue Management.

  • Develop Threat Modeling (threat type, impact, risk rating, counter measures, residual risks, and gap analysis) for in scope products.

  • Perform full scope Penetration Tests (discovery and exploitation of vulnerabilities) on live Network Infrastructure, services, Active Directory environments, and other systems/applications.

  • Warrant that your project has ownership of the customer relationship, has authority to execute a Decision Making process on the impact of out of scope issues and to lead related commercial negotiations and contract amendments in conjunction with the Commercial Management.

  • Be certain that your group contributes to Application Development project plans; approve scope of work, time and Cost Estimates, Resource Allocation, and identification of critical path activities and dependencies.

  • Confirm your corporation applies the appropriate statistical tools to analyze data, identify root cause and Corrective Actions for effective Problem Resolution of moderate to difficult scope and complexity.

  • Be accountable for participating in and leading the technical execution of Business Intelligence and analytics related projects of large scope and complexity.

  • Provide a technical and engineering perspective on user flow, architecture, and implementation, to help scope projects and identify smart ways to meet goals.

  • Develop analysis action plans by identifying and defining scope of problem, choosing appropriate metrics and analytic techniques, directing Data Gathering, preparation, and modeling, and validating modeling assumptions.

  • Make sure that your project creates apt Status Reports, and maintains accurate tracking logs that organize budget, time, scope and communication details.

  • Direct Scope Statement: act as liaison between applicable departments to resolve problems and to achieve optimum utilization of facilities to meet scope requirements and production schedules.

  • Manage work on problems of limited to moderate scope and impact where analysis of situations or data requires a review of a variety of factors.

  • Coordinate Scope Statement: actively seek to expand your scope into related areas that you can leverage your current staff/partners.

  • Establish that your organization approves a clear Statement Of Work and project scope for all research departments before beginning work.

  • Support pre sales activities as demonstrations, trials, and solution scope definition.

  • Ensure your planning provides, regular visibility, and communicates thE Business perspectives and IT implications to stakeholders to help scopE Business and technology long term value/vision.

  • Ensure the accurate collection, storage, and Maintenance Of Data on all in scope devices in the asset repository; ensure that the delivery of the Asset Management service meets all requirements as defined in customer agreements and Service Levels.

  • Secure that your organization establishes the Value Streams in scope for the program, and for each Value Stream creates a current state view of Value Stream, capabilities, Master Data, personas, applications, and key Data Flows.

  • Manage work on a range of projects simultaneously, with a broad scope spanning creative Content Development to disciplined Process Management.

  • Drive the creation, review and approval of the Program Plan or Statement Of Work (SOW).

  • Make sure that your team develops network and server Infrastructure Services improvement plans for resiliency, scalability, security, and performance.


Save time, empower your teams and effectively upgrade your processes with access to this practical Scope Statement Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Scope Statement related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Scope Statement specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Scope Statement Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Scope Statement improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. When are costs are incurred?

  2. At what cost?

  3. Which Scope Statement goals are the most important?

  4. Are indirect costs charged to the Scope Statement program?

  5. Are there competing Scope Statement priorities?

  6. How will you recognize and celebrate results?

  7. Who will be responsible for deciding whether Scope Statement goes ahead or not after the initial investigations?

  8. Are pertinent alerts monitored, analyzed and distributed to appropriate personnel?

  9. What causes mismanagement?

  10. What is the funding source for this project?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Scope Statement book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Scope Statement self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Scope Statement Self-Assessment and Scorecard you will develop a clear picture of which Scope Statement areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Scope Statement Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Scope Statement projects with the 62 implementation resources:

  • 62 step-by-step Scope Statement Project Management Form Templates covering over 1500 Scope Statement project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Scope Statement project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Scope Statement Project Team have enough people to execute the Scope Statement project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Scope Statement project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Scope Statement Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Scope Statement Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Scope Statement project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Scope Statement project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Scope Statement project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Scope Statement project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Scope Statement project with this in-depth Scope Statement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Scope Statement projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Scope Statement and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Scope Statement investments work better.

This Scope Statement All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.