This document provides a template for capturing key information about a project's scope and business objectives. The template includes sections for general project information like title, owners, and dates; deliverables including what is being delivered, when, and to whom; the proposed solution approach including the process or technology, who will work on it, and where and when it will be executed; and the project's business objectives and intended results from the charter.

1. Project Scope and Business Objective Worksheet
A. General Information
Provide basic information about the project including: Project Title – The proper name used to identify this project;
Project Working Title - The working name or acronym that will be used for the project; Proponent Secretary - The
Secretary to whom the proponent agency is assigned or the Secretary that is sponsoring an enterprise project;
Proponent Agency – The agency that will be responsible for the management of the project; Prepared by – The
person(s) preparing this document; Date/Control Number – The date the plan is finalized and the change or
configuration item control number assigned.
Project
Project Working Title:
Title:
Proponent
Secretary: Proponent Agency:
Prepared by: Date / Control
Number:
B. Project Scope
1. Deliverables
Analyze the project scope and objectives outlined in the Project Proposal and Charter to understand the Project
Deliverables. Answer these questions:
a) What are the Project Deliverables?
b) Where, when, and to whom are the Deliverables provided?
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3. 2. Project Approach and Solution
Analyze the project description and scope to understand the solution and approach to the project. Answer the
following questions:
a) What is the process or technology solution proposed?
b) Who will perform the work?
c) When and where is the project executed?
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4. C. Project Business Objectives
Using the objectives outlined in the Charter, list the objectives and any additional detail as necessary to clarify
what results the project is intended to attain.
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