The same structured scoping process we use with clients — now a toolkit you can run yourself. Define any project clearly, on your own, for a fraction of an engagement.
Instant download · Unlimited internal use
Vague goals. Assumptions nobody said out loud. Stakeholders who each pictured something different. By the time it shows up as a missed deadline or a blown budget, the real cause was set months earlier — nobody scoped it properly.
Scoping is a discipline, and disciplines can be systematized. That's what this toolkit does.
Three tools that work together — from a fuzzy idea to a defensible, one-page plan you can hand to anyone.
A guided Word document that takes you through context, boundaries, stakeholders, and deliverables — ending in a single-page Clarity Statement that anyone can read and understand completely.
An Excel workbook with an effort & cost estimator, a risk register that scores every risk by likelihood and impact, and a stakeholder grid that tells you who to manage closely. Fill the highlighted cells; it does the math.
A one-page guide that gets you from download to a finished project scope in a single focused session.
These are the questions we walk through in every Discovery Session.
Start with the toolkit. Step up to the Notion edition when you want it in your workspace.
Book a Discovery & Scoping Session and we'll answer the five questions together — and surface the risks you can't see from the inside. The $250 fee is credited to your first engagement.
Use the toolkit on your next project. If it doesn't give you a clearer, more defensible scope than you'd have had without it, email me for a full refund. No forms, no friction.