Project Scope
Describe deliverables, boundaries, and exclusions in precise terms so the team and sponsor share an identical understanding of expected outcomes.
A complete OGM Document reduces ambiguity in responsibility, scope, and timing, making it easier to manage risk and measure performance against agreed milestones.
The OGM Document involves multiple internal roles and sometimes external stakeholders; each party has a distinct responsibility in preparation and approval.
Final signers should ensure dates and version numbers are accurate; retain the executed copy per organization retention policy.
Describe deliverables, boundaries, and exclusions in precise terms so the team and sponsor share an identical understanding of expected outcomes.
Include baseline milestone dates, critical path items, and dependencies to tie signatory commitments to measurable timelines and reporting cadence.
State approved budget, funding source, contingency amounts, and expense categories to prevent later disputes over allowable costs.
List authorized approvers, their roles, contact details, and signature blocks to establish who can consent or request changes.
Define the process for change requests, required approvals, impact analysis, and how changes alter scope, schedule, or budget.
Specify measurable acceptance tests, deliverable owners, and sign-off conditions to avoid disagreement at handover.
| Field | Configuration |
|---|---|
| Signer Order | Sequential routing matching approval hierarchy |
| Authentication | Email + SMS code or SSO depending on risk |
| Conditional Fields | Show budget subfields only when funding exceeds threshold |
| Audit Trail | Enable IP, timestamp, and action logs |
Ensure the chosen platform supports required document formats, integrations, and security controls before eSubmission.
Validate retention, export, and audit-log features so signed documents meet internal and regulator recordkeeping requirements.
Document finalized and versioned for review.
Technical and financial feedback is collected.
Formal sign-off that authorizes execution.
Approved OGM Document becomes project baseline.
3–7 business days for initial drafting and attachments.
5–10 business days for consolidated stakeholder comments.
3–14 business days depending on contract complexity.
1–5 business days once signatures are complete.
Execute archival within 48 hours of final signature.
| 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 (premium tier) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Brian Fitzgibbons, COO, standardized approval forms for repeat projects
Kodi-Marie Evans, Director of NetSuite Operations, integrated signing with ERP