📋 Step 3: Define Scope (Make the business needs tangible)
Scope isn’t just a checklist – it’s how you help everyone on the team envision their contribution.
Laura Brandenburg’s scope statement includes:
📌 Project Overview – Your elevator pitch
📌 Expected Benefits – The business objectives (the WHY)
📌 Capabilities – What we’re building (technology + business process)
📌 Assumptions – e.g., “We’re building in Salesforce” (so you’re not re-litigating the platform every time)
📌 Constraints – Limits on design, AI agents, etc.
📌 Out of Scope – What we discussed but decided NOT to include
🎯 The power of “Out of Scope”: People remember what was mentioned. Document what you’re NOT doing to avoid scope creep and misaligned expectations.
Again – the deliverable format matters less than having this conversation and capturing it somewhere (scope doc, epic, agile plan, etc.).
Free template available at Bridging the Gap!
With my co host Vanessa Grant at this month’s #BadAssBA trailblazer session. 💪🏻
Links to YouTube and group below – set your filter to “Most Recent” as LinkedIn hides any comments with outgoing URLs 🙄
