CREDENZA — FREE PROJECT SCOPE WORKSHEET
For independent web and brand designers | Preview edition

Use this worksheet to clarify a project before pricing it. It is a planning
template, not a legal agreement. Adapt every line to the actual project.

1. PROJECT AT A GLANCE
Client:
Project:
Main objective:
Decision maker:
Desired delivery date:

2. DELIVERABLES
For each item, write the format, quantity and what counts as complete.
Example: Five-page marketing website; approved page list; tested contact form.

Deliverable 1:
Deliverable 2:
Deliverable 3:

3. ESTIMATED TIME
Discovery and planning: ____ hours
Research: ____ hours
Design: ____ hours
Build / production: ____ hours
Revisions: ____ hours
Meetings and communication: ____ hours
Testing and handover: ____ hours
Total: ____ hours
Extra time allowance: ____ percent / ____ hours

4. CLIENT INPUTS AND DEPENDENCIES
Required material | Supplied by | Needed by | Current status
Copy:
Images and permissions:
Brand files:
Account access:
Approvals:

5. BOUNDARIES TO DISCUSS
How many revision rounds are included?
What counts as a revision rather than a new deliverable?
Which requests are outside the current estimate?
What happens when client material or approval arrives late?
How will scope, price and timeline changes be agreed before work continues?

6. CHANGE LOG
Date | Request | Extra estimated hours | Price/timeline impact | Client decision

7. END-OF-PROJECT REVIEW
Original estimated hours:
Actual hours:
Original project fee:
Separately agreed change fees:
Direct project expenses:
Payment charges:
Cash return before overhead and tax:
Hourly return before overhead and tax:
Largest source of extra work:
What should change in the next estimate?

EMAIL PROMPT FOR CLARIFYING A CHANGE
Hi [name],
The request to [specific change] adds [specific work] to our current scope.
I estimate it would require [hours] and change the price by [amount] and the
delivery date to [date]. Please confirm the revised scope, price and schedule
before I begin this additional work.

This free worksheet may be used and adapted for your own client projects.
Please do not resell or redistribute it as a standalone template product.
The full Credenza Project Profit Kit has been built and is being prepared for secure checkout.