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SCOPING WORKSHEET
© 2015 Taproot Foundation. This information is confidential and proprietary and may not be shared without written permission.
Use this form to develop a scope of work for your project. It’s important both parties agree to the scope and stick to it throughout the engagement. IN SCOPE 1 What will this project accomplish? List project deliverables. (For example, Discovery Interviews, 2 brochure design options, print-ready brochure.)
OUT OF SCOPE 2 Describe what won’t be accomplished. (For example, focus groups, logo revision.)
LOGISTICS
3 What are the project logistics?
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What is the deadline for project completion?
What resources will be required to complete the project?
Who from the organization needs to be involved? Who is the decision-maker?
