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Process 3: Approve the Vision/Scope Document

Published: April 25, 2008


Finally, the project team obtains signoff from the customer and the stakeholders and then completes the milestone review report.

Figure 6. Approve the vision/scope document

Activities: Approve the Vision/Scope Document

During this process, the team completes the milestone review report for the Vision/Scope Approved Milestone. The team, customers, and stakeholders sign off on this report to indicate their approval of the vision/scope document. Signoff also indicates that the team, customers, and stakeholders agree that the project team has met the requirements for completing the Vision/Scope Approved Milestone and that the project is ready to proceed to planning.

Table 6. Activities and Considerations for Approving the Vision/Scope Document



Sign off on the milestone review report for the Vision/Scope Approved Milestone

Key questions:

  • Do the team, customers, and stakeholders agree on the vision?
  • Do the team, customers, and stakeholders agree on the scope of the project?
  • Has the project team met the requirements of the Vision/Scope Approved Milestone?


  • Vision/scope document
  • Risk assessment (Risk Template)


  • Milestone review report document
  • Best Practices:
  • Conduct a close-out meeting to present the vision/scope document in order to:
    • Ensure the right understanding of the problem/opportunity.
    • Ensure the customer (or service recipient) has a clear picture and a preview of the solution.
    • Confirm the scope.
  • Communicate any highlights (risks and issues).

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