Define what is included and excluded to set clear project boundaries and prevent scope creep.
Purpose and Benefits
- Prevents scope creep: Explicitly states what will and will not be delivered.
- Aligns stakeholders: Shared understanding before development starts.
- Supports planning: Boundaries improve time, cost, and resource estimates.
- Improves change management: Out-of-scope items route through change requests.
- Reduces misunderstandings: Avoids assumptions about unplanned features.
Recommended In Scope & Out of Scope Template
| Scope | Details |
|---|---|
| In Scope | 1. User registration and authentication (email/phone + OTP and biometric where supported) 2. Add/manage multiple payment methods (bank accounts, cards, linked bank transfers) 3. View wallet balance and transaction history with filters (date, type) 4. Initiate payments to merchants via QR code, NFC, or merchant ID 5. Peer-to-peer (P2P) transfers to contacts using phone number or wallet ID 6. Top-up wallet from linked bank account or card 7. Withdraw funds to linked bank account 8. In-app receipt and payment confirmation screens with transaction status 9. Push notifications for payment confirmations, low balance, and promotions 10. Basic settings: profile management, notification preferences, security settings (change PIN) |
| Out of Scope | 1. Web or desktop platform development 2. Merchant onboarding portal and merchant backend systems (only client-side merchant payment flow supported) 3. Advanced fraud detection and backend risk scoring systems 4. Support for cryptocurrencies and crypto wallets 5. Integration with external loyalty programs or third-party reward platforms (unless required later) 6. Bill presentment and automated bill pay aggregators 7. Full-featured budgeting, analytics, or investment features beyond basic transaction history 8. Customer support chat backend (only link to support/contact options) 9. PCI-compliant card vaulting backend implementation details (client will use tokenization services) 10. International cross-border payments and multi-currency FX management |
Field Explanation
- Scope: Indicates In Scope (included) or Out of Scope (excluded).
- Details: Specific capabilities included or explicitly excluded.