Template

Scoping Document Template

by Neil Winslet, from the Community

This Scoping Document template helps teams clearly define the scope of works for store or site projects. Capture project references, prepared by and location details, type of scope, key contacts like store manager and main contractor, and site constraints including delivery access, opening hours, and noise restrictions. Document facilities, third parties, and business initiatives, then assign scoping items and log issues for follow-up. Use it to align stakeholders before work begins.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Job Scoping Sheet Basic
Get a simple job scoping template to capture fabrication notes, client details, labor and equipment needs, materials and consumables, permits, and safety requirements. Plan supervisor and trade allocations, estimate hours and days, specify blasting and painting colors, list welding procedures, and schedule cranes, EWP, and lighting. Adapt the form to your project to clarify scope, resources, and site controls before work begins.
by Justin Warren, from the Community
Downloads: 10+
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Template
Rough Project Scope Template
This Rough Project Scope template helps AV/IT teams quickly define and communicate project intent. Document client and project details, request dates, target completion, estimated and not-to-exceed budgets, and key stakeholders with roles and contact information. Capture on-site contacts and collaboration or huddle space requirements, including group sizes and room usage. Use the structured fields to outline objectives, deliverables, milestones, schedule expectations, constraints, and assumptions so all parties share a clear understanding from kickoff. Ideal for standardizing scoping across AV/IT projects and aligning stakeholders before detailed planning.
by Nicholas Lambert, from the Community
Downloads: 10+
Get
Template
Scope of Works Report Template
Use this Scope of Works report template to clearly define project deliverables and document the condition of a property before work begins. Capture location and preparer details, then record observations and required works across front, rear, and side elevations, internals, and roof. Standardize the way you communicate scope items, prioritize tasks, and share reports with clients and teams. Adapt the template to your trade or project type and consult local requirements as needed.
by Tatenda Gurure, from the Community
Downloads: 0
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Template
Telecommunications Scoping Method of Procedure
Use this Telecommunications Scoping Method of Procedure template to plan and document network works for carriers such as NBN, Telstra, Optus and Superloop. Record job details, scope and methodology, safety and HSE requirements, contacts, step by step tasks, attachments and completion sign offs.
by Steve Bradic, from the Community
Downloads: 20+
Get

Job Scoping Sheet Basic

Get a simple job scoping template to capture fabrication notes, client details, labor and equipment needs, materials and consumables, permits, and safety requirements. Plan supervisor and trade allocations, estimate hours and days, specify blasting and painting colors, list welding procedures, and schedule cranes, EWP, and lighting. Adapt the form to your project to clarify scope, resources, and site controls before work begins.

by Justin Warren, from the Community

10+

Get

Template

Rough Project Scope Template

This Rough Project Scope template helps AV/IT teams quickly define and communicate project intent. Document client and project details, request dates, target completion, estimated and not-to-exceed budgets, and key stakeholders with roles and contact information. Capture on-site contacts and collaboration or huddle space requirements, including group sizes and room usage. Use the structured fields to outline objectives, deliverables, milestones, schedule expectations, constraints, and assumptions so all parties share a clear understanding from kickoff. Ideal for standardizing scoping across AV/IT projects and aligning stakeholders before detailed planning.

by Nicholas Lambert, from the Community

10+

Get

Template

Scope of Works Report Template

Use this Scope of Works report template to clearly define project deliverables and document the condition of a property before work begins. Capture location and preparer details, then record observations and required works across front, rear, and side elevations, internals, and roof. Standardize the way you communicate scope items, prioritize tasks, and share reports with clients and teams. Adapt the template to your trade or project type and consult local requirements as needed.

by Tatenda Gurure, from the Community

Get

Template

Telecommunications Scoping Method of Procedure

Use this Telecommunications Scoping Method of Procedure template to plan and document network works for carriers such as NBN, Telstra, Optus and Superloop. Record job details, scope and methodology, safety and HSE requirements, contacts, step by step tasks, attachments and completion sign offs.

by Steve Bradic, from the Community

20+

Get

Scoping Document Template

About author

You might also like

Job Scoping Sheet Basic

Rough Project Scope Template

Scope of Works Report Template

Telecommunications Scoping Method of Procedure

You might also like

Job Scoping Sheet Basic

Rough Project Scope Template

Scope of Works Report Template

Telecommunications Scoping Method of Procedure