Scope Statement
Define project objectives, in-scope and out-of-scope items, technical constraints, and any exclusions. Clear scope prevents scope creep and provides a baseline for change requests and acceptance testing.
Use a Project Management New Design Proposal to document agreed scope, set measurable acceptance criteria, allocate budget and resources, and create an auditable record of approvals. It clarifies expectations for stakeholders and reduces rework by defining milestones, deliverables, and change control paths.
Typical users include project managers, design leads, procurement agents, and client stakeholders who approve design scopes and budgets.
Smaller firms may combine roles; larger organizations often require formal signatory authority and legal review before final approval.
Define project objectives, in-scope and out-of-scope items, technical constraints, and any exclusions. Clear scope prevents scope creep and provides a baseline for change requests and acceptance testing.
List each deliverable with format, acceptance criteria, delivery mechanism, and any required documentation or handoff procedures to downstream teams or vendors, including version numbering and ownership.
Provide milestone dates, dependencies, lead times, float, identify critical path items, and contingency windows to reflect procurement and resource constraints.
Break down labor, materials, third-party services, and contingency. State assumptions, currency, and whether estimates include taxes or other pass-through expenses and provide variance thresholds for change control.
Identify key project risks, likelihood, impact, mitigation plans, triggers, and escalation paths to executives. Assign risk owners and contingency budgets where appropriate.
Document approval signatures, notification processes, change request templates, thresholds for minor vs major changes, and how amendments will be recorded with version history and audit trail.
| Workflow Field Configuration Settings and Defaults | Configuration and defaults for online routing |
|---|---|
| Signer Authentication | Email link, SMS code, or KBA; choose based on risk. |
| Field Types | Signature, initials, date, text, dropdown, conditional fields. |
| Notification Settings | Email reminders, escalations, and completion alerts with recipients. |
| Document Retention | Storage location, retention period, and export formats. |
Choose distribution and signing platforms compatible with PDF, DOCX, and API integrations for secure eSubmission and tracking.
Allow five to ten business days for legal and finance review.
Set a seven to fourteen day feedback period to collect comments and approvals.
Target signoff within thirty days of proposal submission to prevent schedule slippage.
Allow three to five business days for signatures and notarization if required.
Retention period starts on effective date or final execution date.
Draft approved internally and ready for stakeholder distribution.
Feedback collected, scope adjusted, and final comments resolved.
Authorized signatories execute and date the agreement; record timestamps.
Store signed documents, audit trail, and related exhibits per retention policy.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |