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A scope statement lays out the plans for a research project and the hopes for what will be achieved. This is usually completed by the research management, as the statement requires a large amount of knowledge and information to be successfully completed. Once completed, the scope statement becomes a useful resource for everyone working on the research because it will answer any questions that arise.

Create a research project name. This needs to be clear and concise so the aim of the scope statement is immediately known. An example is “Design and Implement a New Marketing Plan for Birmingham.”

Produce a research charter, which documents who is involved in the research as well as any research sponsors. Ensure this is laid out clearly so it is obvious who is in charge of the research as a whole and what everyone’s involvement is. This makes contacting the relevant person easier. If the research has not yet begun, list who you believe will be involved.

Construct a research justification that includes the goals of the research and why the research has been started. For example, the aim of a new marketing plan may be to increase sales in Birmingham, and the research may have started because of low levels of awareness in this area.

Add specific goals that are realistic, measurable and clear. The goals also need to obviously relate to the research name and charter. A good example is, “Increase sales of the product by 12 percent.” This can easily be understood and is quantifiable.

List any deliverables that are related to the research. This could be something such as further training for staff or a specific product the stakeholders will provide. These should be listed specifically so there is no confusion about any of the key points. This would include what training is planned, who will be trained and who will conduct the training.

Include a cost estimate. This should be accurately created to prevent going over budget. As well as finance, the cost estimate should include people and resources. Consult with everyone involved, and produce an accurate estimate that can be updated throughout the research.

Insert the acceptance page. This should include enough space for all of the managers and stake holders to sign, making it clear whose signature is whose. This is the final page of the scope statement.


  • Produce enough copies of the scope statement to give one to each of the managers and stake holders, and allow them to read it thoroughly. Any changes should be made before signing, which should happen on all copies of the statement. The statement should then be retained by the member with the main copy being displayed somewhere accessible to everyone involved in the research.