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It is crucial to document these out-of-scope items clearly in the project documentation to avoid misunderstandings and ensure that the project stays on track. This helps in managing stakeholders' expectations and delivering the project within the defined scope, time, and budget constraints.

Purpose of Out-of-Scope Functions and Features

  • Manage stakeholder expectations by clearly communicating what is not included in the project scope helps set realistic expectations among stakeholders.

  • Maintain project focus by documenting out-of-scope elements ensures the project team stays focused on delivering the core, essential requirements.

  • Ensure project delivery within constraints by defining out-of-scope items to help the project stay within the defined scope, timeline, and budget parameters.

  • Avoid unnecessary development by identifying out-of-scope items prevents the team from investing time and effort into developing capabilities that are not required.

  • Facilitate scope management through clear documentation of out-of-scope elements to provide a solid basis for managing any potential scope changes or additions during the project lifecycle.

Overview of Out-of-Scope

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Functions and Features

Here are some common examples of out-of-scope elements for a PDR:

Advanced Features

Any advanced or complex features that are beyond the basic requirements of the project, it highlights that any highly complex or sophisticated functionalities that go beyond the core, basic requirements of the project are considered out of scope.

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KEY VALUE: By explicitly calling out advanced features as out of scope, the project can maintain its core objectives and avoid getting drawn into developing unnecessary, resource-intensive capabilities that are not essential for the initial phase.

Third-Party Integrations

Integrations with external systems or third-party applications that are not essential to the core functionality of the product, it highlights that any integrations with external systems or third-party applications that are not essential to the core functionality of the product are considered out of scope.

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KEY VALUE: Defining third-party integration limits upfront helps manage stakeholder expectations and ensures the project stays within the defined boundaries, resources, and timelines. It allows the team to prioritize the most important integrations that are necessary for the product's core functions.

Customization Requests

Customization or bespoke development that goes beyond the standard features offered by the product, it addresses any customization or bespoke development that exceeds the standard features and capabilities offered by the product.

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KEY VALUE: Defining customization requests as out of scope provides clarity on the standard product offering, manages expectations, and enables efficient delivery of the project's primary objective.

Legacy System Migration

Migration of data or processes from legacy systems that are not directly related to the new product development, it addresses the migration of data or processes from existing, outdated systems that are not directly relevant to the new product development.

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KEY VALUE: This separation of concerns helps the project stay focused on its primary objectives while still addressing the necessary legacy system migration through a dedicated, independent initiative.

Training and Support

Extensive training programs or ongoing support services that are not part of the initial project scope, it addresses the extensive training programs or ongoing support services that are not part of the initial project scope for the new product development.

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KEY VALUE: This separation of concerns helps the project stay focused on its primary objectives of developing and deploying the new product, while the training and support can be addressed through dedicated efforts after the initial launch.

Infrastructure Changes

Changes to the underlying infrastructure or network architecture that are not necessary for the project delivery, it addresses modifications to the underlying IT infrastructure or network architecture that are not directly necessary for the delivery of the project.

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KEY VALUE: This separation of concerns helps the project stay focused on its primary objectives while still addressing the necessary infrastructure changes through dedicated, specialized work streams.

Regulatory Compliance

Compliance with specific industry regulations or standards that are not relevant to the product being developed, it addresses the compliance with specific industry regulations or standards that are not directly relevant to the product or service being developed.

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KEY VALUE: This separation of concerns helps the project stay focused on its primary objectives while still addressing the necessary compliance requirements that are directly relevant to the product through dedicated, specialized work streams.

Additional Modules

Development of additional modules or functionalities that are not part of the initial project requirements, it pertains to the creation of supplementary modules or functionalities that extend beyond the initial project requirements.

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KEY VALUE: Enables a clear focus on core project deliverables, preventing scope expansion, and efficiently managing stakeholder expectations by prioritizing essential functionalities within the defined project scope.

Key Points of Out-of-Scope

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Functions and Features

  • Advanced or complex features that go beyond the basic requirements of the project are considered out of scope.

  • Integrations with external systems or third-party applications that are not essential to the core functionality of the product are out of scope.

  • Customization or bespoke development that exceeds the standard features offered by the product is considered out of scope.

  • Migration of data or processes from legacy systems that are not directly related to the new product development is out of scope.

  • Extensive training programs or ongoing support services that are not part of the initial project scope are out of scope.

  • Changes to the underlying infrastructure or network architecture that are not necessary for the project delivery are considered out of scope.

  • Compliance with industry regulations or standards that are not relevant to the product being developed is out of scope.

  • Development of additional modules or functionalities that are not part of the initial project requirements is out of scope