Planning, Scheduling, Scope and Strategy

Project Scope and Business Objective Worksheet


  1. General Information

Provide basic information about the project including: Project Title – The proper name used to identify this project; Project Working Title - The working name or acronym that will be used for the project; Project Manager- The Project Manager who is responsible for the entire project; Other Agency – Other agency that will be responsible for the management of the project; Prepared by – The person(s) preparing this document; Date/Control Number – The date the plan is finalized and the change or configuration item control number assigned.

Project Title:

Project Working Title:

Proponent Secretary:

Proponent Agency:

Prepared by:

Date / Control Number:


  1. Project Scope


    1. Deliverables

Analyze the project scope and objectives outlined in the Project Proposal and Charter to understand the Project Deliverables. Answer these questions:


  1. What are the Project Deliverables?


  1. Where, when, and to whom are the Deliverables provided?


    1. Project Approach and Solution

Analyze the project description and scope to understand the solution and approach to the project. Answer the following questions:


  1. What is the process or technology solution proposed?



  1. Who will perform the work?


  1. When and where is the project executed?



    1. Project Business Objectives

Using the objectives outlined in the Charter, list the objectives and any additional detail as necessary to clarify what results the project is intended to attain.