Defining the Logical Boundaries of a Project: A Scope Statement

Scope statements define the boundaries of a project, specifying what is within and outside the scope. Completion Criteria outline what constitutes successful phase completion and deliverable characteristics. Constraints are limitations such as resource limits, time constraints, and budget restrictions. Dependency Linkages highlight inter-project dependencies and information gathering processes. Impacts describe organizational changes, retraining, and operating budget fluctuations. Measures of Project Success identify metrics to measure success. Assumptions outline circumstances and events that must occur for the project's success. The Work Breakdown Structure (WBS) is a hierarchical chart that breaks down work into small, manageable tasks. Project Controls encompass data gathering, management, and analytical processes to predict, understand, and constructively influence time and cost outcomes.

Guide to Writing the Status Reports
1. Use this template to write your own Workplace Project Status
Report for Weeks 4 and 7 of the Semester.
Suggestion: Use Arial at 11.5 font size, and use 1.15 line
spacing. Hint: Spellcheck, use 3rd person style and, Remember
to back-up files and SAVE!
2. The text in RED is instructional. You should delete it before printing or
sending your Assignment in.
3. Keep your sentences short and concise. Use bulleted lists to highlight
key points and, and use researched information to assist you in
writing.
4. Break up your paragraphs with extra headings if necessary.
5. Source, cite and reference properly and include a reference list in
Appendix. Use APA referencing; try to incorporate active web links;
use Moodle readings and cite to demonstrate that you have reviewed
resources.
6. Try to include at least one (1) reference, citation or source to each
section, but include as many as actually used and try to demonstrate
that you are working from a validated position. (Note: Add to ref. list
as you go!)
7. Include a word count (excluding references and diagrams). This
assignment is 1,500 – 1,800 words (15%).
8. You have the option of embedding matrixes, graphs, etc. in each
section, as part of that section, or putting into Appendices AFTER
noting in section text AND referring to proper Appendix.
9. Not all of the suggested information may be applicable to you…think
and make adjustments….even add sections and areas if you think they
suit, but note that the areas in Task Overview must be covered.
10. This template works best when used in Microsoft Word ’97-2007.
11. Hint: Use the first paragraph (sentence?) in each section to
briefly summarise the section, including section conclusion. THEN
you can use these edited paragraphs to create your Executive
Summary (and possibly Conclusion).
12. Attach the FedUni Marking Guide as noted in the FedUni Course
Description (‘Details of Assessments’).
13. Submit the assessment through to Moodle first via Turnitin, as
directed on Moodle. Identify file with ‘Your Name AWPSR1’ (or
AWPSR2).
14. DO NOT include this page in your report.
15. Reports are DUE Sunday, WEEK 4 (21 August 2016); and Week 7
(11 September 2016) via Turnitin, then Submit (TBA).
REMEMBER TO LOOK AT THE MARKING GUIDE FOR THE ASSIGNMENT IN
THE COURSE DESCRIPTION AND MAKE CERTAIN THAT YOUR REPORT
REFLECTS THE SPECIFIC CRITERIA. ESPECIALLY TAKE NOTE OF THE
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CRITERIA FOR LINKAGE OF REFLECTIONS TO ACADEMIC LITERATURE, AS
AN EXAMPLE.
Assignment 1: Applied Workplace Practice
Workplace Project Status Report 1
BSMAN 3193
Date:
Word Count:
Submitted By:
Student I.D.#:
Table of Contents
0. Executive Summary....................................................................................0
1. Background................................................................................................. 0
2. Project Status.........................................................................................1
2.1 Progress............................................................................................2
2.2 Performance.....................................................................................2
2.3 Issues................................................................................................ 2
2.4 Timeline.............................................................................................2
2.5 Budget...............................................................................................2
2.6 Risk................................................................................................................2
3. Key Deliverables....................................................................................2
4. Conclusion & Key Reflections.............................................................2
5. References..............................................................................................3
6. Appendices.............................................................................................3
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Project name: Name of Project (Descriptive)
Business Name: Name of associated business
Date of status report: Current date (and dates for report)
Author: Your name
0. Executive Summary (50 – 75 words – Not graded)
Please refer to Executive Summary handout - for a 1,000 – 1,500 word report a 150
word summary is okay. For this assignment, as a prepatory exercise, do a very brief
Executive Summary and do last!
Type your Executive Summary here.
1. Background (100 words)
In the lead paragraph state what the project is about – e.g. resolve a management issue,
take advantage of an opportunity, etc.
Next, briefly note the organisation involved: what they do, what sectors they are in, how they
are represented in the market, the scope of their activities, target markets, etc.
Describe the background and context for the project, including how it relates to the
key deliverables. Why is this choice/project important.
 What created the need, or how the opportunity was recognized
 The magnitude of the need/opportunity
 Contributing factors, such as workload increases or staff reductions, and fiscal
constraints
 An understanding of the extent to which the need/opportunity would be
addressed if an appropriate alternative were implemented
 The consequences for the organisation and its customers if the need or
opportunity is not addressed.
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Type your Background here.
2. Project Status (450 words)
Detailed tatement of the to-date status of the project; the problem being addressed,
and what has occurred in the timeframe since its inception. Use some referencing to
support your situation.
You should include:
Scope: Describe in brief the functionality that is included within the project.
Synopsis of Project Limits and Exclusions
Project Assumptions Project Constraints Project Exclusions
Type here
2.1. Progress (50 words)
Detail the progress of the project to be assessed and/against any identified limitations.
Type here
2.2. Performance (50 words)
Detail the performance of the project and/against any initial assumptions.
Type here
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2.3. Issues (50 words)
Detail the issues identified (to date) of the project.
Type here
2.4. Timeline (50 words + Chart & Report)
Detail the progress of the project to be assessed, communicated and coordinated and it
identifies the key milestone dates to be met. Once you have identified the activities that need
to be completed (WBS), you need to determine the:
 Sequence of the activities (including logical relationships and/or dependencies
between the activities)
 Duration of each activity
 Gantt Charts and Milestone Report
Gantt charts illustrate the duration and chronological order of phases. This is a useful
tool for showing when each activity will start and should end and who is assigned to work on
each activity.
An example of a Gantt chart is shown below:
(Remington 2002)
Milestone Planning
This tool is used to indicate key dates. Milestones are either set for the project or established
by the project team as dates to be met. Milestones indicate the key dates to be met during the
execution of the project,
Milestone Plan
Project Milestones Target Date
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Project Start <MM/DD/YY>
<Milestone> <MM/DD/YY>
<Milestone> <MM/DD/YY>
<Milestone> <MM/DD/YY>
<Milestone> <MM/DD/YY>
Project Completion <MM/DD/YY>
2.5 Budget (50 words)
Include a budget and a very short budget narrative. Remember the ‘phases’ of Initiation,
Planning, Execute & Control, Implementing and Close.
Budget
Line Item FY05-06/Baseline FY05-06/Adjusted
Labor Material Other FY Total Labor Material Other FY Total
Phase I
1. Initiate Project
1.1 Develop Project Charter $8,600 $0 $8,600 ($600) $8,000
2. Plan the Project
2.1 Develop Work Plan
2.2 Develop Project Control Plan $15,000 $0 $15,000 $15,000
2.3 Finalize Project Plan $5,000 0 $5,000 $5,000
3. Execute and Control Project
3.1 Design Framework $5,000 $0 $5,000 $5,000
3.2 Build Framework $65,000 $0 $2000 $67,000 $13,000 $80,000
3.3 Test the Framework $30,000 $0 $0 $30,000 $30,000
3.4 Implement the Framework $0 $0 $0 $0 $0
4. Close the Project $0 $0 $0 $0 $0
Total $128,600 $0 $2,000 $130,600 $12,400 $143,000
Total Revised Project Budget
$143,000
2.6. Risk Management Strategy (50 words + Chart/Table)
Project risks are characteristics, circumstances or features of the project environment that
may have an adverse effect on the project or the quality of the deliverables. Briefly detail key
risks. If you are so included, you can use a chart and matrix to highlight the strategy to
counter risks.
RISK EXPOSURE: KEY RISKS
R1. R2. Cost R3. Logistics R4. Workplace
Health & Safety
R5. Cultural
Implications
1. 1. 1) . 1. 1.
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3. Key Deliverables (150 words)
Planned deliverables/activities for the next/or remaining time period.
 Benefits of doing the project. Benefits should link back to the business need or
opportunity.
 The criteria by which the project will be deemed successful by key stakeholders.
Deliverables
Describe the deliverables of the project. Provide enough explanation and detail that the
reader will be able to understand what is being produced. Deliverables are tangible products
or things that the project will produce, stated at a high level. They describe what the
organisation/clients will get when the project is done. More information in Appendix.
Note Completion Criteria: Describe briefly what will be created in terms of deliverables
(and their characteristics) and/or what constitutes a successful phase completion for this
phase, and for the NEXT phase.
Type Key Deliverables here.
4. Conclusion & Key Reflections (200 words)
.
At the conclusion of your status report, you are required to reflect critically on the progress of
your project. Your reflections also do not need to be completed in formal report format. However,
where you refer to business theories, you are required to cite your sources of information
following the APA and include a list of references.
It is important to note that only a very small percentage of this section of your report would be
description of project events. The purpose of the critical reflection is to demonstrate your ability to
learn from your experiences and draw connections to academic theory. You will need to
examine the reasons for events that occur; your successes/failures and consider how your approach
might differ in the future.
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5. References
USE APA STYLE
Baumol, W.J. (1990). Entrepreneurship: Productive, unproductive, and destructive.
Journal of political economy, 98(5), 893-921.
Bowen, H.P. and De Clercq, D. (2008). Institutional context and the allocation of
entrepreneurial effort. Journal of International Business Studies, 39, 747–767.
Gordon, S.R. and Davidsson, P. (2013). Identifying important success factors in new
venture creation. Australian Centre for Entrepreneurship Research.
BUSINESS CREATION IN AUSTRALIA PAPER #8. Queensland University of
Technology. Brisbane, Australia.
van der Zwan, P. and Hessels, J. and Sanders, M. (2013). Entrepreneurial activity,
industry orientation, and economic growth. SCALES, SCientific Analysis of
Entrepreneurship and SMEs (www.entrepreneurship-sme.eu). Zoetermeer, April.
11. Appendices
Sample Selection of possible tables, etc. Include Appendices as required. Can use tables in-
text.
RACSI Chart
TASK
Key:
R – Responsible for completing the work
A – Accountable for ensuring task completion/sign off
C – Consulted before any decisions are made
S – Supporting tasks for an action
I – Informed of when an action/decision has been made
(Source: WholeEnchi, 2008)
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TEMPLATE: COMBINED RESOURCES & BUDGET SCHEDULE
Resource planning is where you determine what resources (people, equipment and materials)
and what quantities of each should be used to perform activities. Once the resources have
been determined, estimate the project costs. Include a more detailed resource and cost plan
in the Appendices if required.
Activity or
Task From
WBS
Item
Goods & Services or Suppliers
Costs
Human Resources Costs
Cost Per Item No. of
Units
Total
Cost
Cost Per
Hour
No. of Hours Total Cost
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TEMPLATE: PROJECT RISK ANALYSIS
• Describe each risk that you have identified in the table below. When
identifying the risks, it may help you to categorise the risks as: technical,
quality or performance risks, Project management risks, Organisational
risks, or External risks.
• Once you have identified the risks, analyse each risk in terms of the
likelihood of the risk occurring and the consequences or effect on the
project if the risk event occurs. Use a three point rating scale of High,
Medium or Low.
• For each of the identified risks, determine whether you will avoid, mitigate, accept or
transfer the risk.
o For each risk that you have decided to accept, describe the contingency
response should the risk be triggered.
o For each risk that you have decided to mitigate or avoid, describe the
containment strategy
• List the person who owns the risk and is therefore responsible for managing it.
Risk Likelihood
(H/M/L)
Impact
(H/M/L)
Risk response
(Containment or
contingency
strategies)
Responsibility
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Schedule
Using the information you generated in the Work Breakdown Structure, update the Schedule.
Include a Gantt chart or additional planning information in the Appendices
Item Milestone Date Responsibility
Resource and Cost Plan
Resource planning is where you determine what resources (people, equipment and materials)
and what quantities of each should be used to perform activities. Once the resources have
been determined, estimate the project costs. Include a more detailed resource and cost plan in
the Appendices if required.
Deliverable/Milestone/Phase Resource Cost
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Project Risk Assessment
From Project Proposal - update if required. Include a more detailed Risk Management Plan in the
Appendices
Risk Level (high/Medium/Low) Management Strategy
Project Outcomes
Deliverable/Milestone
From Project Plan
Budgeted Cost
From Project
Plan
Final Cost Scheduled Date
From Project
Plan
Final Date
Totals
Lessons Learned
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For each Project Milestone or Phase, identify what worked, what didn’t work and
ways to improve the process the next time.
Milestone/Phase What Worked What didn’t work Ways to improve
Comparative Company Analysis
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Use this table to list your companies and how they compare against each other in the target
market
Company
History in
Target
Market
Global
Markets
Rationale for
Operating
Globally
Corporate
Strategy
Organisational
Design
Supply Chain
Structure
Company 1 Industry
sector;
When/when
they started
Where they
operate
globally and
market share
in target
market
Why each
company
decided on
operating
globally
How did the
companies
implement their
strategic
objectives in
terms of
entering the
target market.
Overall
structural
configuration
used to manage
an entire
organisation
and implement
its strategic
objectives.
How do they
operate in the
target market.
What kind of
Place Strategy
was used in the
target market
Company 2
Company 3
Comparative Strategic SWOT Analysis
Market Segment:
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Company 1 Company 2 Company 3
Competitive
Advantage
Strengths
Weaknesses
Opportunities
Threats
PESTEL Anaylsis Matrix
Describe the elements of the operating environment in the target market.
Element Characteristics
Company 1
Characteristics
Company 2
Characteristics
Company 3
POLITICAL
ECONOMIC
SOCIO-CULTURAL
TECHNOLOGICAL
ENVIRONMENTAL
LEGISLATIVE
ENVIRONMENTAL FACTORS
Describe using brief headings the internal and external factors which influence/influenced
company’s activities/expansion/management in the target market.
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Internal Factors
Human
Capital (HR)
Knowledge, experience
and capability of
company’s workforce
Organisationa
l Culture
The culture within the
organisation
Organisation
Structure
Did the company benefit
or was it impeded by their
structure, constitution
and/or forms of
governance.
Management The capability of the
management team and
the leadership styles
employed
Assets &
Resources
The internal environment
of the organisation can
be made richer or poorer
by its available assets
and resources.
Financial
Strength
Financial strength or
weaknesses
External
Factors
Economic
conditions
Prevailing economic
conditions
Market
(competition)
The strength of
business competition
Technology Technological change
Climate
change Climate change
Legal Taxation, Workplace
Health and Safety,
Industrial Relations,
Consumer Protection
and Environmental
Law,
Media &
Communicatio
n
The media (technology
and the rise of the
internet).
Political Changes in government
and/or policy
Demographic Change in the make-up
of the target market
population.
Scope Statement (Key Deliverables)
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Describes the functionality that is included within the project. This section is to clearly define
the logical boundaries of your project. Scope statements are used to define what is within the
boundaries of the project and what is outside those boundaries. When starting the plan the
scope of the project, think about the BIG PICTURE first.
Completion Criteria: Describe what will be created in terms of deliverables (and their
characteristics) and/or what constitutes a successful phase completion.
Constraints: All projects have constraints, and these need to be defined from the outset.
Projects have resource limits in terms of people, money, time, and equipment.
Dependency Linkages: In some cases, one project may be dependent upon another
project’s deliverables; this linkage needs to be identified and its progress monitored. In other
cases, a project may be dependent upon information from several agencies; the tasks and
activities of the information gathering process need to monitored
Impacts: Organizational change management, retraining, increases/decreases in operating
budgets are example impacts.
Measures of Project Success: This describes the metrics that will be used on the project to
determine how success will be measured. Such metrics might include how to measure
customer satisfaction or might state what a “user friendly” system is
Assumptions: Project assumptions need to be defined before project activities take place so
that time is not spent on a project that has no basis for funding. For example, support and
attention will be provided by the Business Sponsor and the Steering Committee; resources
will be available to adequately staff the project, etc.
Constraints: Project constraints are known facts that will influence how the project is
planned and managed. A constraint is a given factor that is outside of the project planner’s
scope of control.
Critical Success Factors: Describe those factors that will ensure the success or failure of
the project. For example, the Organization Change Management Plan will be accpted, the
system infrastructure environment will be adequate, etc.
In Scope
List here the items that you are definitely going to deliver and/or manage.
Out of Scope
List here the items that you are not responsible for – the assumption is that someone else will
do them. Exclusions are things that don’t form part of your project, but influence on whether or
not you can successfully achieve your objective.
Assumptions
List here any assumptions that have been about the project. Assumptions are circumstances
and events that need to occur for the project to be successful, but are outside the total control
of the project team.
Constraints
List here any constraints placed upon the Project. These could include any restrictions in
start/finish date, time, deliverable or milestone dates, budget limitations, resourcing limits,
vendor restraints, etc.,
Deliverables
Describe the deliverables of the project. Provide enough explanation and detail that the
reader will be able to understand what is being produced. Deliverables are tangible products
or things that the project will produce, stated at a high level. They describe what the
organisation/clients will get when the project is done.
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Work Breakdown Structure
A hierarchical chart that helps you brainstorm activities that need to be completed for a
project. The WBS is a tool that can help you develop estimates, assign staff, track progress
and show the scope of the project work. This tool breaks up the work into small, manageable,
measurable tasks.
To create a WBS:
 Ask: “What will have to be done in order to accomplish X?”
 Brainstorm the components of each activity to a level detailed enough for you to
estimate
 how long it will take to complete each activity.
 Write the names of each of the major deliverables on post-it notes -- one deliverable
per note
 For each deliverable, list the activities that must take place in order to complete the
 Deliverable -- one activity per note
 Arrange the activities under the appropriate deliverable
 Continue to break the work down into activities and sub-activities until a level is
reached
 that makes sense to the Project Manager
WBS structure typically consists of three to six levels of subdivided activities.
Note: WBS provides a structural view into the project. It is an essential tool for planning
and executing the project. Use the WBS to define the work for the project and to develop the
project's schedule. Provide a brief explanation and a table describing how the project’s WBS
will be conducted.
Project Controls
Project controls are the data gathering, management and analytical processes used to
predict, understand and constructively influence the time and cost outcomes of a project or
program. Project Controls encompass the people, processes and tools used to plan, manage
and mitigate cost and schedule issues and any risk events that may impact a project.
Describe how each of these project controls will be employed. Examples include:
 Project governance
 Programming and scheduling
 Performance Management
 Resource Management
 Safety and Environmental Management
 Cost Management
 Risk Management
 Issue Management
 Quality Management
 Scope and Value Management
 Change Management
 Communication Management
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