Effective Project Scoping Strategies

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Project scoping is a crucial aspect of project planning, involving the definition of specific goals, deliverables, tasks, costs, and deadlines. Detailed scoping efforts can lead to significant cost and schedule reductions. Key steps include project data resource determination, pre-design meetings, and resource identification for factors like impact mitigation and utility relocation. Project authorization and pre-design meetings are also essential stages in ensuring project success.


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  1. ON YOUR MARK, GET READY, SCOPE! The farther back you can look, the farther forward you are likely to see. -Winston Churchill Brad Eldridge, KYTC

  2. PROJECT SCOPE Project scope is the part of project planning that involves determining and documenting a list of specific project goals, deliverables, tasks, costs and deadlines. A series of project-focused activities that develop key design parameters and other project requirements.

  3. TRIPLE CONSTRAINT

  4. NCHRP REPORT 821 EFFECTIVE PROJECT SCOPING Statistical Evidence indicates that earlier and more detailed scoping efforts can reduce total design and construction cost by as much as 20% and shorten total design and construction schedule by as much as 39%.

  5. STEPS TO EFFECTIVE SCOPING Project Data Resource Determination Pre-Design Meeting Key Decision Points

  6. RESOURCE DETERMINATION Project Schedule Milestones Impact mitigation Difficulty obtaining right of way Utility Relocation

  7. PROJECT AUTHORIZATION Initial design authorization-Design Funds Documentation Summary Form. What items are needed to develop project Who will be performing what services Indication of Production Hours due anticipated expenditures

  8. PRE-DESIGN MEETING Purpose and Need Project Scope Schedule and Milestones Additional Resources Additional Mapping Environmental Overview Traffic Forecasting Public Involvement

  9. DEVELOPING A PROJECT SCOPE Type of Project Project Description Draft Purpose and Need Roadway Characteristics Potential Options to Consider Design Criteria Proposed Access Control Possible Funding Types Potential Environmental Actions Right of Way Requirements Number of Drainage Structures Anticipated

  10. KEY DECISION POINTS Purpose and Need Public Meeting Range of Alternatives Scope of Impacts Public Meeting Select Preferred Alternative

  11. A SOLUTION IN SEARCH OF A NEED?

  12. BY FAILING TO PREPARE, YOU ARE PREPARING TO FAIL. -BENJAMIN FRANKLIN

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