Template
Sample scope document
The structure we use to scope a development project, filled in with placeholder content. A template, not a client document.
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
| Dependency | Owner | Needed 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
| Stage | Output | Review |
|---|---|---|
| [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.]
Also useful: the agency proposal kit and the brief builder.