Setting the scope

Setting the scope

Module 1 Pre-Initiation
Unit 1
Getting started with a migration 
Unit 2
Pre-initiation downloads 
Module 2 Project management
Unit 1
Overview of project management 
Unit 2
Setting the scope 
Unit 3
Projecting staffing resources 
Unit 4
Planning for time 
Unit 5
Ensuring quality outcomes 
Module 3 Change management
Unit 1
Change management tools 
Module 4 Staffing
Unit 1
Staffing tools 
Unit 2
Supplementary staffing resources 
Module 5 Business process analysis
Unit 1
Business process analysis tools 
Unit 2
Supplementary business process analysis tools 
Module 6 Requirements
Unit 1
Requirements tools 
Unit 2
Supplemental requirements resources 
Module 7 Data cleansing and migration
Unit 1
Data cleansing and migration tools 
Module 8 Testing
Unit 1
Testing tools 
Module 9 Training
Unit 1
Training tools 
Module 10 All toolkit downloads
Unit 1
Downloads 

Setting the scope of a project is an early, crucial step in project management that sets the parameters of the work ahead and defines what deliverables the project will produce.

Project management tool downloads

Define project parameters and outputs to authorize project kickoff

A well-written charter establishes a clear, compelling and shared vision for a new project. This template helps to define project parameters and output and authorize project kickoff.

Project Charter Template

Request a change to the project parameters

This form is for documenting any proposed changes to the scope, timeline or budget for a project, including the reasons and impacts if the changes are approved or denied.