Is an e-signature legally binding?

Yes. Under the federal ESIGN Act (15 U.S.C. §7001) and UETA in most states, electronic signatures are legally equivalent to handwritten signatures where parties consent and intent is demonstrated. Exceptions include wills, certain court filings, and other statutorily excluded documents.

What demonstrates signer intent and consent?

Demonstrate intent by including a clear signature field, an affirmative action (typing name or clicking a sign button), and an ESIGN consumer disclosure if required. Retain the audit trail linking signer, timestamp, and IP address for attribution.

When is notarization required for this statement?

Notarization is uncommon for standard Project Management Statements but may be required for jurisdictional filings or attachments such as deeds. Check state notary laws and RON availability; notarization does not replace HIPAA authorizations or BAAs when PHI is involved.

Who can sign on behalf of a company?

Authorized signatories are those listed in corporate bylaws, procurement authority matrices, or delegation documents. Verify signer authority in the Statement and retain supporting documentation; an unauthorized signer can render acceptance void.

How do I update or amend an executed statement?

Prepare a written amendment identifying the original statement, enumerating changes, and obtaining the same approvals and signatures as the original. Record version history and retain both documents as separate records for audit and retention purposes.

What if a signer has technical issues with signing?

Provide alternative authentication (email link, SMS code), ensure the document is compatible (PDF or DOCX), and confirm browser or device compatibility. If problems persist, capture written consent by email and re-execute or notarize once issues are resolved.

Electronic Signature
Templates
Project Management
Project Management Statement

Project Management Statement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT STATEMENT

Project ID: Project Title:

Parties and Project Leadership

Client Name:

Client Contact Client Address

Service Provider:

Service Provider Contact Service Provider Address Project Manager

Scope of Work

The Service Provider shall perform the services described below in accordance with the terms of this Project Management Statement. All work shall be performed in a professional manner consistent with industry standards.

Scope of Work (detailed description)

Out of Scope

Items expressly excluded from this engagement must be acknowledged below. Any additional work outside the scope shall be handled pursuant to the Change Order Process.

Deliverables and Acceptance Criteria

Deliverables shall be submitted in the form and schedule specified below. Acceptance occurs following the Client's inspection period and written acceptance or failure to provide rejection within the inspection period.

Deliverable 1 Title Deliverable 1 Description Deliverable 1 Acceptance Criteria Deliverable 2 Title Deliverable 2 Description Deliverable 2 Acceptance Criteria Deliverable 3 Title Deliverable 3 Description Deliverable 3 Acceptance Criteria

Timeline and Milestones

Project Start Date: Project End Date:

Milestone 1 Milestone 2 Milestone 3

Budget, Fees and Payment

Total Project Fee: Hourly Rate (if applicable):

Payment Schedule Payment Terms and Late Payment Change Order Process

All modifications to scope, schedule or budget must be documented in a written change order. Change orders require written approval as indicated below.

Client approval required for any change order that increases fees or extends schedule

Confidentiality

Each party shall treat Confidential Information of the other party as strictly confidential and shall not disclose such information except as required by law. Confidential Information excludes information that is publicly available through no breach of this agreement.

Confidentiality Term (years)

Representations, Warranties and Liability

Each party represents that it has the authority to enter this Statement. The Service Provider warrants that deliverables will materially conform to the Acceptance Criteria for a period of 30 days following acceptance. Except for willful misconduct or gross negligence, neither party shall be liable for indirect, special, or consequential damages. The aggregate liability shall not exceed the total fees paid for the applicable deliverable(s).

Termination and Suspension

Either party may terminate for material breach if such breach is not cured within 30 days after written notice. Upon termination, the Client shall pay for work performed to the date of termination and for reasonable wind-down costs.

Governing Law and Notices

This Statement shall be governed by the laws of the state indicated below, without regard to conflict-of-law principles.

Governing Law State Notices (Client) Notices (Service Provider)

Acceptance

By signing below, the undersigned representatives certify that they are authorized to bind their respective parties, accept the Scope of Work and associated terms, and authorize the commencement of services consistent with this Statement.

Client:

By:

Date:

Service Provider:

By:

Date:

What a Project Management Statement Is and When It Applies

A Project Management Statement is a formal document that summarizes project scope, objectives, governance, deliverables, roles, schedule, and acceptance criteria. It records assumptions, constraints, success metrics, and key stakeholder approvals that guide execution and change control. Organizations use it to align internal teams, external contractors, and sponsors before work begins. When properly completed and retained, it becomes the authoritative reference for decisions, scope changes, and disputes. This template is designed for use across industries and can be completed electronically, including by authorized signers using compliant eSignature workflows.

Why a Clear Project Management Statement Matters

Use a Project Management Statement to clarify responsibilities, reduce scope creep, and document acceptance criteria. It creates a single source of truth for approvals, change requests, and risk allocation, supporting auditability and consistent decision-making throughout the project lifecycle.

Who Typically Prepares and Approves This Statement

Project managers, program offices, procurement teams, external contractors, and sponsors commonly prepare or approve the Project Management Statement.

Project manager: defines scope, schedule, milestones, and sign-off criteria formally.
Procurement/legal: aligns contract terms, deliverables, acceptance testing, and vendor obligations.
Sponsors/stakeholders: confirm objectives, budget authority, and acceptance thresholds for delivery.

Distribute the executed statement to all listed parties and retain copies for audit, invoicing, and dispute resolution.

Essential Elements to Include in a Professional Statement

Core elements create a clear, enforceable Project Management Statement that supports governance, delivery control, and stakeholder alignment and measurable success criteria.

Scope

Describe in detail the work included and excluded, deliverables, assumptions, constraints, success metrics, and interfaces with other projects. Clear boundaries reduce disputes and limit scope creep during execution.

Objectives

State measurable goals, priority ranking, and acceptance thresholds. Tie objectives to business outcomes and success measures so stakeholders share a common definition of project completion and benefits realization.

Roles

List primary roles, responsibilities, decision rights, escalation paths, and authorized signatories. Specify single points of contact for change requests, procurement escalations, and technical approvals to streamline communication.

Schedule

Provide milestone dates, critical path items, lead times for approvals, interim deliverables, and dependencies. Include contingency buffers and notification deadlines for schedule changes or delayed approvals.

Acceptance Criteria

Define testing, inspection, or review procedures, measurable acceptance metrics, required documentation, and sign-off process. Specify who verifies deliverables and conditions for partial or conditional acceptance.

Change Control

Describe change request workflow, approval thresholds, cost/time impact assessment procedures, baselining method, version control, and how changes affect invoicing and acceptance milestones.

Step-by-Step: Prepare, Approve, and Archive the Statement

Follow these steps to prepare, review, and execute the Project Management Statement in the correct order to preserve approvals and audit trails.

01

Draft: Compile scope, schedule, roles, and risks.
02

Review: Circulate to stakeholders for comments and technical sign-off.
03

Approve: Obtain sponsor and legal signatures per authority levels.
04

Distribute: Send executed copies to all parties and archive.

Configuring an Online Workflow for the Statement

Configure online settings to enforce required fields, signer identity, and document versioning before sending the Project Management Statement.

Field	Configuration
Signature Authentication	Email + SMS code; KBA optional
Field Logic	Conditional fields shown only when relevant
Template Locking	Lock critical clauses after approval
Bulk Send	Enable for mass recipient distributions

Typical Routing and Execution Flow

Typical routing for the Project Management Statement ensures proper review, signature order, and final archiving with an auditable trail.

Upload: Attach the final PDF or DOCX version to the workflow.
Place Fields: Add required signature, date, and initial fields.
Assign Signers: Set signer order and authentication level per role.
Execute & Archive: Complete signing, collect audit trail, and store copy.

Platform Capabilities to Support eSubmission

Ensure your eSignature platform supports identity verification, audit logs, secure storage, and required integrations before eSubmitting a Project Management Statement.

Authentication: Email, SMS, KBA options
Audit Trail: Timestamped event history
Integrations: CRM, ERP, cloud storage

Key Dates, Deadlines, and Timing Considerations

Key dates and deadlines tied to the Project Management Statement affect approvals, invoicing, and retention obligations across stakeholders.

Effective Date:

Marks when obligations and schedules begin

Milestone Deadlines:

Set per project schedule and acceptance criteria

Approval Windows:

Allow defined review time before sign-off

Invoice Milestones:

Tie payments to accepted deliverables and dates

Record Retention:

Preserve executed copies per regulatory timelines

Common Preparation Pitfalls to Avoid

Vague scope descriptions trigger repeated clarifications, increase change orders, and make it difficult to determine acceptance, causing schedule delays and cost overruns.
Missing signatory authority or out-of-date contact details can invalidate approvals and hold up vendor payments or regulatory filings.
Poor version control results in multiple conflicting documents in circulation; ensure the final approved statement is clearly identified and archived.
Inadequate authentication increases legal risk; projects with sensitive data may require stronger signer verification or a Business Associate Agreement under HIPAA.

Consequences of an Incorrect or Incomplete Statement

Payment Delays: Late invoicing or missing approvals

Contract Disputes: Ambiguous deliverables increase litigation risk

Regulatory Penalties: Noncompliance with retention or reporting

Invalid Approval: Wrong signer authority voids acceptance

Data Breach: Insufficient encryption risks PHI exposure

Audit Failures: Missing records hinder regulatory reviews

Baseline eSignature Provider Comparison for Project Documents

Comparing baseline plan features and common compliance points for eSignature providers relevant to executing Project Management Statements.

	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	Limited
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Real-World Examples of Streamlined Execution

Examples show how organizations use online signing to finalize Project Management Statements and reduce administrative delay while preserving compliance records.

Optica Ventures

Optica Ventures standardized project approvals by issuing statements electronically across clients and contractors to reduce turnaround and confusion.

Faster sign-off and fewer data errors.
Brian Fitzgibbons, COO, said: 'The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.' He noted faster returns and fewer disputes.

Martin Properties

Martin Properties moved lease-related statements online to allow agents and tenants to complete forms remotely.

Improved compliance and speed of closing.
Tim Martin, Founder, said: 'I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently.'

Frequently Asked Questions About the Project Management Statement

Frequently asked questions address legal enforceability, signature authority, authentication, notarization, revisions, and common technical issues when completing a Project Management Statement.

Need help? Contact support

Is an e-signature legally binding?
Yes. Under the federal ESIGN Act (15 U.S.C. §7001) and UETA in most states, electronic signatures are legally equivalent to handwritten signatures where parties consent and intent is demonstrated. Exceptions include wills, certain court filings, and other statutorily excluded documents.
What demonstrates signer intent and consent?
Demonstrate intent by including a clear signature field, an affirmative action (typing name or clicking a sign button), and an ESIGN consumer disclosure if required. Retain the audit trail linking signer, timestamp, and IP address for attribution.
When is notarization required for this statement?
Notarization is uncommon for standard Project Management Statements but may be required for jurisdictional filings or attachments such as deeds. Check state notary laws and RON availability; notarization does not replace HIPAA authorizations or BAAs when PHI is involved.
Who can sign on behalf of a company?
Authorized signatories are those listed in corporate bylaws, procurement authority matrices, or delegation documents. Verify signer authority in the Statement and retain supporting documentation; an unauthorized signer can render acceptance void.
How do I update or amend an executed statement?
Prepare a written amendment identifying the original statement, enumerating changes, and obtaining the same approvals and signatures as the original. Record version history and retain both documents as separate records for audit and retention purposes.
What if a signer has technical issues with signing?
Provide alternative authentication (email link, SMS code), ensure the document is compatible (PDF or DOCX), and confirm browser or device compatibility. If problems persist, capture written consent by email and re-execute or notarize once issues are resolved.

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