PROJECT SCOPE STATEMENT

CHECKLIST

Questions that will get you the answers

you need to fill out the template below:

c 1. Why do you need to manage scope?

c 2. What are the defined meeting materials?

c 3. Elements that deal with providing the detail?

c 4. What is change?

c 5. Any new risks introduced or old risks impacted. Are there issues that could affect the existing
requirements for the result, service, or product if the scope changes?

c 6. What is a process you might recommend to verify the accuracy of the research deliverable?

c 7. How often do you estimate that the scope might change, and why?

c 8. Elements of scope management that deal with concept development ?

c 9. If the scope changes, what will the impact be to your Research and Development Tax Credit
project in terms of duration, cost, quality, or any other important areas of the Research and
Development Tax Credit project?

c 10. Will the risk documents be filed?

c 11. Are there adequate Research and Development Tax Credit project control systems?

c 12. Do you anticipate new stakeholders joining the Research and Development Tax Credit project
over time?

c 13. Is there a Change Management Board?

c 14. Has a method and process for requirement tracking been developed?

c 15. Identify how your team and you will create the Research and Development Tax Credit project
scope statement and the work breakdown structure (WBS). Document how you will create the
Research and Development Tax Credit project scope statement and WBS, and make sure you
answer the following questions: In defining Research and Development Tax Credit project scope
and the WBS, will you and your Research and Development Tax Credit project team be using
methods defined by your organization, methods defined by the Research and Development Tax
Credit project management office (PMO), or other methods?

c 16. Is there a process (test plans, inspections, reviews) defined for verifying outputs for each task?

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c 17. What should you drop in order to add something new?

c 18. Have you been able to easily identify success criteria and create objective measurements for
each of the Research and Development Tax Credit project scopes goal statements?

c 19. Will you need a statement of work?

c 20. Is your organization structure appropriate for the Research and Development Tax Credit
projects size and complexity?

c 21. Were potential customers involved early in the planning process?

c 22. How often will scope changes be reviewed?

c 23. Has the Research and Development Tax Credit project scope statement been reviewed as part
of the baseline process?

c 24. Does the scope statement still need some clarity?

c NOTES:

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Project Title: Date Prepared:

Product Scope Description

Project Deliverables

Project Acceptance Criteria

Project Exclusions

Project Constraints

Project Assumptions