The Project Scoping Toolkit

Involving the project team in early scoping conversations can have a significant impact on the project outcome and employee experience.



Unpacking the client’s unique situation, goals, and constraints with the team generates a breadth of ideas to shape the approach, and also helps to align everyone to a shared understanding of what’s most important to the project’s success.



I developed this toolkit to support managers and directors who engage their teams in the fine art of project scoping. This approach affords the team the opportunity to practice critical thinking and problem definition skills, as well as combining and applying design methods to solve complex problems. The kit includes coaching guidance and templates that can be used with teams, setting the stage for more collaborative planning discussions to ultimately yield better work and employee experience.