I.T.

Project “Scope Sheet”

~ Project Initiation and Requirements Capture ~
Key Elements Of This Document:
Strategic Alignment, Business Benefit, Process Impact, and I.T. Impact

PROJECT/REQUEST NAME
Requestor Name
Business Sponsor(s)
I.T. Sponsor(s)
Business Stakeholder(s)
Desired Completion Date: DD/MM/YYYY

Document Version 2
Document Date DD/MM/YYYY

TERMS

Executive Summary
Strategic Fit
INTENT: Define the ONE that best describes the Simonton fit

Growth
Business Improvement
Organizational Excellence
IT Infrastructure

(Organizational Excellence close contender)

Benefit Targets
INTENT: Define the one (or more) that best summarizes the value of this initiative

Productivity
Cost (Reduction / Avoidance)
Quality
Process Optimization
Service Levels
Sales growth
Customer improvement

Other __________________________________

Locations Impacted
INTENT: Define the one (or more) that best summarizes the value of this initiative

Primary Goal(s) and Objectives

INTENT: Define, IN BUSINESS TERMS, the core Goals / Objectives of the initiative

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Business Definition
Key Project Dates / Milestones
INTENT: Define known milestones to be hit, or requested schedule dates to be planned against

Known Business Obstacles

INTENT: Define known issues or roadblocks to be resolved to ensure the success of this initiative

Business Risk Analysis

INTENT: Define “Risk To Simonton” in business, financial, competitive and/or strategic terms

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 Business Readiness
INTENT: Is the business in position to support this in terms of Roles, Skills, Sponsorship and on-going
Metrics? If gaps exist, what are they?

Additional Explanatory / Background Text

INTENT: Free-form block to provide additional clarity or credence to the request

Suggested Solution/Action

Recommended Action Plan

INTENT: Who needs to do what in order to achieve the started Goals/Objectives

Alternatives
INTENT: What other options or alternatives were considered in addition to the one recommended?

Training Implications
INTENT: What are the training plans, requirements or implications if this initiative goes forward?

Process Impact
INTENT: Define the PROCESS IMPACT of the requested process or Systems changes

 Benefits / Value:
($) Major Project Benefits
INTENT: Document in detail the BUSINESS BENEFITS to be derived from this initiative
(Examples: Tangible/OCC benefits, WCE benefits, Project ROI, etc OVER WHAT TIME?)
(Also document benefits This Year, Next Year and On-going)

($) Measurements of Success

INTENT: Define HOW the initiative will demonstrate/report achievement of projected benefits, including
WHO will be responsible for benefit achievement

 I.T. / Systems Feedback:

Systems, Apps or Licensing Components Impacted

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 INTENT: Define all computer-based systems, applications or tools that are affected by this initiative

Primary/Key Deliverables
INTENT: Define the critical IT/systems Deliverables expected from this initiative

Opportunities for Innovation

INTENT: State opportunities for innovation in systems, business processes or technology leverage

SPECS!
INTENT: Define the DETAIL of WHAT needs to be accomplished and HOW that may occur

Effort / Estimation
INTENT: Define the Effort (in days, weeks, etc) relative to the definition above

 General Issues and Follow-Up Requirements

General Notes section and placeholder for issues, concerns, etc
INTENT: If not specifically noted above, what else needs to be considered…?

Other Documents to be consider and attached:

 CER – Capital Expenditure Request
 Project Plan
 Quotes

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 Stage Gate Approvals
Please secure signatures and publish a PDF version of the signed document at each
Gate to meeting attendees.

Signatures

Sponsor’s Signature : Envision Gate Date IT Sponsor Signature: Date

Sponsor’s Signature : Plan Gate Date IT Sponsor Signature: Date

Sponsor’s Signature : Build Gate Date IT Sponsor Signature: Date

Sponsor’s Signature : Test Gate Date IT Sponsor Signature: Date

Sponsor’s Signature : Post-Go-Live Review Date IT Sponsor Signature: Date

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