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Detailed Scope and Schedule Templates 

8 mins read /
8 mins read
Mark E. Read, Client Success Manager

Get started quickly with key artifacts from Sensei

 

Project Managers are some of the hardest working people on the planet, because they are constantly juggling scope, cost, and time.   So, optimizing a project manager’s working time with easy-to-use and necessary templates not only helps project managers excel through their days, but can help organizations implement standards that will help both teams and executives repeatably achieve more performance in less time. 

Project for the web scheduling standards 

  1. Understand and communicate the work at hand.
  2. Align the project schedule to the scope given.
  3. Align the project schedule to budget and resources required for execution.
  4. Communicate status to all stakeholders.

 

 

Figure 1
Figure 1

 

The Sensei document Microsoft Project for the web Template standards helps to set forth the key considerations for implementing a standard WBS and can be located here: Template: Microsoft Project Scheduling Standards (Word)

Detailed Scope – WBS Template for Project for the web

The Sensei Detailed Scope – WBS Template for Project for the web is an invaluable tool to begin the process of setting out the scope for your project within your organization. You can access it here: Template: Detailed Scope – Work Breakdown Structure – WBS (Word)

It defines to the organization a scope that you can share with your team and your stakeholders, providing a clear understanding of the following:

  1. Project Phasing: This is important to know the sequence and grouping of major phases of the project so the project team can know where they are in the project.
  2. Project Deliverables: This is critical to set expectations on what the project will be delivering and when.
  3. Detailed Tasks: This helps to decompose the deliverables into steps of work that can be ordered, measured, and managed effectively.  These include dependencies, assumptions, and of course a clear description that is recognizable to the team actually performing the work.

Our hope is that you will fill out this template in a structured manner to simplify the execution of your project and all of the managerial oversight that is required to comprehensively deliver a unique project.

 

 

Figure 2
Figure 1

 

Conclusion 

A good scope document, when paired with a detailed work breakdown structure, can provide your teams and yourself with clarity, focus, organization, measurement, and success!  Don’t hesitate to keep updating your scope and your work breakdown structure throughout your project so that these living documents reflect the reality in which the project is being delivered. Your management will thank you, and your team will thank you.    

 

Contact us: info@senseiprojectsolutions.com 

 

About Mark E. Read PMP

Client Success Manager, Sensei

Mark started using Microsoft Project Version 4 in 1995 and has implemented every version of the server software starting with Project Central and SharePoint Team Services version 1. Mark started off his technology career in New York working for an investment bank before moving to San Francisco and working for several financial institutions and consulting firms. He later founded a project consulting firm that conducted successful Project Server implementations for over a decade, including for state government agencies and one of the world’s largest managed health care consortiums.
Mark is the former president of the San Francisco chapter of MPUG, has served as President and VP of Finance for the PMI – Monterey Bay Chapter and given presentations to project management forums across California.
Mark is passionate about data models that illuminate tough, best practice concepts and helps organizations scale those practices to the enterprise.

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