Purpose: Delineate project boundaries.
Process: Group discussion following these steps.
1) Brainstorm — Pose questions to participants about what is in scope or out of scope. Encourage them to think of locations, employee groups, processes/systems involved, etc. Use sticky notes to make it easy to move items around.
2) Discuss/Negotiate — Let group debate and negotiate which items are in or out of scope. Facilitate to consensus.
3) Synthesize — Review with the group and summarize what the boundaries of the project are.
4) Finalize — Ensure group is in agreement.
Product: Agreed upon and mutually understood boundaries of the work of the project.
Download the In and Out of Scope template.
Watch video tutorial!