Hi Community 🤗
We’re continuing our Use Cases series and are hoping these posts help you get familiar with Wrike’s pre-built templates. Today, let’s talk about Services Scoping and Initiation. We’ll walk you through this template’s content, where to find it, and how to use it, from capturing scoping information to reporting on leads won or lost.
Let’s dive in!
- Use Case: Services Scoping and Initiation.
- Can be used by: Services and Consulting teams.
- How to launch: From the space creation dialogue.
- Functionality used: Folders, projects, tasks, a template, custom fields, a request form, a custom workflow, dashboards, a calendar, and a report.
- What’s inside: Folders for lost, won, and ongoing scoping projects, a template folder; two dashboards - ‘PS Scoping Action Items’, and ‘PS Scoping Statuses’; a ‘PS Sales Scoping Calendar’, a ‘PS Scoping’ report.
- Additional resources:
- Costing, Scoping, Reporting: Introducing Budget Management for Professional Services on the Wrike blog.
- How To Write a Project Scope Document on the Wrike blog.
- The template’s page on the Wrike website.
Services Scoping and Initiation
The three main folders here are ‘Closed Lost’, ‘Closed Won’, and ‘Ongoing scoping’. These folders contain sample projects that represent a customer.
The pre-built ‘PS Sales Scoping Request’ populates the ‘Ongoing Scoping’ folder with a new project and captures all necessary client and scoping information.
The request form uses a pre-made sample project. You can check out the project in your main folder tree, in the folder called ‘Z. Template’. The project contains sample tasks that represent a typical scoping flow, like reviewing RFP (request for proposal) or RFI (request for information), drafting an SOW (statement of work), etc.
The projects in this template will contain pre-built custom fields to capture important data like customer ID, estimated contract value, opportunity type, etc.
The client projects here use a pre-built custom workflow - ‘PS Sales Scoping Workflow’ - with statuses representing an example of a typical flow for services scoping.
The tools section includes two dashboards: ‘PS Scoping Action Items’, and ‘PS Scoping Statuses’; a ‘PS Sales Scoping Calendar’, and a ‘PS Scoping’ report. These tools can help you successfully plan, track, deliver and report on your services scoping projects and activities.
Does your services team use a similar flow for scope management? Please let us know in the comments if this template would be useful for your team👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover