How to prepare a scope statement

how to prepare a scope statement

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Create a research project name. This needs to be clear and concise so the aim of the scope statement is immediately known. An example is "Design and Implement a New Marketing Plan for Birmingham."

Produce a research charter, which documents who is involved in the research as well as any research sponsors. Ensure this is laid out clearly so it is obvious who is in charge of the research as a whole and what everyone's involvement is. This makes contacting the relevant person easier. If the research has not yet begun, list who you believe will be involved.

Construct a research justification that includes the goals of the research and why the research has been started. For example, the aim of a new marketing plan may be to increase sales in Birmingham, and the research may have started because of low levels of awareness in this area.

Add specific goals that are realistic, measurable and clear. The goals also need

to obviously relate to the research name and charter. A good example is, "Increase sales of the product by 12 percent." This can easily be understood and is quantifiable.

List any deliverables that are related to the research. This could be something such as further training for staff or a specific product the stakeholders will provide. These should be listed specifically so there is no confusion about any of the key points. This would include what training is planned, who will be trained and who will conduct the training.

Include a cost estimate. This should be accurately created to prevent going over budget. As well as finance, the cost estimate should include people and resources. Consult with everyone involved, and produce an accurate estimate that can be updated throughout the research.

Insert the acceptance page. This should include enough space for all of the managers and stake holders to sign, making it clear whose signature is whose. This is the final page of the scope statement.


Category: Forex

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