Scope Statement
Define deliverables, in-scope and out-of-scope tasks, success measures, and exclusions. A precise scope limits ambiguity and supports later change requests, approvals, and impact assessments during project execution.
Use a Project Management Pre-Race Declaration to align stakeholders, clarify responsibilities, document risks, and create a single source of truth before work starts. It improves accountability, reduces scope drift, and preserves an audit trail for compliance and post-project review.
Typical users and signers include project managers, sponsors, technical leads, procurement officers, and compliance reviewers involved in project commencement.
Completed declarations help onboarding teams, governance boards, and external auditors verify the initial project assumptions and approvals.
Define deliverables, in-scope and out-of-scope tasks, success measures, and exclusions. A precise scope limits ambiguity and supports later change requests, approvals, and impact assessments during project execution.
List key milestones, target dates, milestone owners, and critical path dependencies. Note go/no-go decision points and any external schedule constraints that may alter delivery timelines.
Identify primary and backup contacts, RACI assignments, approval authorities, and vendor responsibilities. Include escalation paths and contact methods to ensure timely issue resolution during the project's active phases.
Document known risks, likelihood, and assigned owners plus mitigation steps. Require signers to acknowledge residual risks, assumptions, and any regulatory constraints that could affect schedule or scope.
Specify measurable acceptance criteria, test requirements, deliverable sign-off steps, and responsible approvers. Clear criteria reduce disputes and provide objective evidence for project closeout and final payment triggers.
Define stakeholder reporting cadence, meeting types, distribution lists, update formats, and decision logs. Include preferred channels and data accessibility requirements for internal teams and external partners.
| Field | Configuration |
|---|---|
| Signature Order | Set sequential or parallel signing to control execution flow. |
| Authentication Method | Email link, SMS code, or KBA depending on risk. |
| Conditional Fields | Show fields when certain answers are selected to simplify forms. |
| Audit Trail | Enable full timestamps, IP logs, and download of certificate. |
Required technical capabilities for digital signing, secure eSubmission, scalable audit trail capture, integrations, and long-term storage.
Signed by all primary stakeholders prior to the formal project start.
Attach approved declaration before contract execution or procurement release.
Any scope changes after signature require documented change request and re-approval.
Complete declaration before provisioning vendor access and systems.
Retain signed declaration per recordkeeping rules for the appropriate retention period.
| 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 | Yes, 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |