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Sample scope document

The structure we use to scope a development project, filled in with placeholder content. A template, not a client document.

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Updated 19 October 2026

Template. This shows the structure of a scope document. Everything in square brackets is a placeholder. It is not taken from a client project.

1. Summary

Project: [Project name] Prepared for: [Agency or team] on behalf of [client, if applicable] Date and version: [YYYY-MM-DD], v[1]

[Two or three sentences: what is being built, for whom, and what it needs to achieve.]

2. In scope

  • [Page templates or screens, listed individually]
  • [Components, including the states they need: default, loading, error, empty]
  • [Integrations, each naming the system and the direction of data]
  • [Content or data migration, with source and approximate volume]
  • [Environments: staging and production]
  • [Documentation and handover]

3. Out of scope

  • [Visual design, copywriting, imagery]
  • [Ongoing maintenance after handover, unless agreed separately]
  • [Third-party subscriptions and hosting costs]
  • [Anything else discussed but not included]

4. Assumptions

Each assumption is something the estimate depends on. If one turns out to be wrong, the estimate is revisited.

  • [Approved designs cover desktop and mobile for every template]
  • [The CRM provides a documented API and a sandbox account]
  • [Content is supplied in final form by (date)]
  • [One point of contact makes scope decisions]

5. Dependencies

DependencyOwnerNeeded by
[Repository access][Agency][Kickoff]
[Hosting account][Client][Week 1]
[API credentials, test and live][Client][Week 2]
[Final content][Client][Week 4]

6. Delivery plan

StageOutputReview
[Foundations][Project setup, environments, design tokens][Preview URL]
[Components][Component library with all states][Preview URL]
[Templates and integrations][Pages assembled; integrations connected][Preview URL]
[Launch][Production release, monitoring set up][Launch checklist]
[Handover][Documentation and access transfer][Walkthrough call]

7. Acceptance

The work is accepted when [each item in section 2 works as described on the staging environment / on the agreed browsers and devices], reviewed by [name or role].

8. Changes to scope

Requests outside section 2 are estimated in writing and only started once approved by [name or role].

9. Estimate

[Fixed price for the scope above, or a time-based estimate with a range.] [Payment schedule, if applicable.] [What the estimate excludes.]

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