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Instructions for Use:

• Each section is designed to be a template for your specific project. Simply fill out the placeholders with your project's details.
• Be as specific as possible in each section to make sure all stakeholders understand the scope and goals of the project.
• You can duplicate this template for each new project to ensure consistent documentation.

Answer each question with as much detail as you can. The information you provide will help generate a comprehensive Project Scope Document. You don’t need to worry about phrasing everything perfectly—just focus on giving clear, complete answers, the more detailed the better and Notion AI will take care of the rest!

1. What is the overall goal of your project, and what specific outcomes do you want to achieve?

   Describe the high-level purpose of the project. What are you trying to achieve, and why is this project being undertaken? For outcomes, think about the measurable goals or deliverables that would indicate the project’s success.

2. Who are the main users or stakeholders that will benefit from this project?

   Identify the people or groups that will use or benefit from this project. These could be customers, internal team members, or any other stakeholders who are important to consider. Include their roles or needs if possible.

3. What key features or deliverables do you want this project to include, and what specific challenges does it need to address?

   List the major components or features of the project. What will be delivered by the end? Also, consider what problems or challenges this project is solving and include those, so we can ensure they’re addressed.

4. What technologies, frameworks, or external systems are involved in this project, and what security or compliance requirements must be met?

   Detail the technologies or systems you plan to use for the project. Are there any specific programming languages, tools, or systems to integrate? Also, mention any security or regulatory requirements that are important for compliance.

5. What are the key milestones, resources, and support plans for this project, including timelines and future considerations (e.g., scalability, handover plans)?

   Outline the major phases or milestones of the project and give an idea of the resources you think will be needed. This could be people, tools, or anything else essential. Include any timelines or deadlines you know, and think about how the project might grow over time or what support it will need after launch.

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OVERVIEW:

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KEY POINTS

PROJECT INFORMATION:

Client Name:

Project Name:

Project Manager

Date:

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OBJECTIVES AND GOALS:

Outline the main objectives of the project and the key goals you want to accomplish. Think about what the project aims to deliver in concrete terms.

• Objective 1: [Describe the primary objective]
• Objective 2: [If applicable, add another goal or objective]
• Success Criteria: [Define how you will measure the project’s success]

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KEY FEATURES/DELIVERABLES:

List the key features or deliverables that are essential for the project’s success. These are the main outcomes the team is responsible for delivering.

• Feature/Deliverable 1: [Briefly describe a core feature or deliverable]
• Feature/Deliverable 2: [Any other important feature]

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TARGET USERS/BENEFICIARIES:

Describe who will benefit from this project—both the primary end users and any other relevant stakeholders.

• Primary Users: [Who are the main users? E.g., customers, employees]
• Secondary Users/Beneficiaries: [Any other stakeholders, such as clients or partners]

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DEVELOPMENT AREAS TO KEEP IN MIND:

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SCOPE

Define the boundaries of the project—what’s included (in-scope) and what’s excluded (out-of-scope). This helps manage expectations and prevent scope creep.

• In-Scope: [List features or activities that are part of the project]
• Out-of-Scope: [List any features or activities that are explicitly not part of the project]

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TECHNICAL REQUIREMENTS:

Summarize the key technical considerations, including frameworks, programming languages, and integrations needed to complete the project successfully.

• Tech Stack: [Mention the technologies being used—e.g., languages, frameworks]
• Integration Points: [List any external systems or APIs that need integration]
• Compliance and Security: [Note any relevant security standards or compliance requirements]

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PAIN POINTS AND CHALLENGES:

List any specific pain points or challenges that the project will address. Include potential obstacles that could impact development or implementation.

• Challenge 1: [Describe a key pain point or challenge to be solved]
• Challenge 2: [Mention any additional challenges]

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RESOURCE AND TIMELINE PLANNING:

Estimate the timeline and resources required for the project. Consider key milestones and deadlines, as well as the team members and tools needed.

• Key Milestones: [List major deadlines or project phases]
• Resources Required: [Mention the resources—people, software, hardware—that will be needed]

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