A clear project scope

1. 01

   Write down the request

   1. In your Notion workspace, use the new-page control, add a clear title, then type or paste the checked material. Use /h1 for headings or /todo for agreed checklist items.
   2. Keep any relevant source files or links with the request.

   Open Notion (opens in a new tab)

   Start with

   Original request.

   You’ll have

   Source statement.

   CheckThe original request is preserved without rewriting its meaning.

   Notion’s page guide (opens in a new tab) · Checked 2026-11-11

2. 02

   Identify the goal and limits

   1. Write what the requester wants to achieve and what the finished result should be.
   2. List any stated deadline, budget, access, privacy or other limits. Mark missing information as unknown.
   3. In Claude, paste the prompt below with this step’s source material, then send it. Review the answer before carrying it forward.

   Prepare your prompt

   Add your details, then copy the prepared prompt into the tool. This helper combines your text with the task instructions.

   Source material for this step

   Copy prompt

   View prepared prompt

   Read this original request. Extract the intended goal, finished result, audience and stated limits. Put missing information in an Unknowns list. Keep assumptions separate from facts.
   
   Requested output format:
   Section | Agreed information | Open question

   Open Claude (opens in a new tab)

   Start with

   Source statement plus context.

   You’ll have

   Objective/outcome/constraint set.

   CheckThe goal, finished result and known limits are clear.

   Claude’s file guide (opens in a new tab) · Checked 2026-11-11

3. 03

   Ask the questions that matter

   1. List the missing answers that would change what you do, whether it is possible or what happens next.
   2. Ask those questions first. Keep assumptions separate from confirmed answers.
   3. In ChatGPT, paste the prompt below with this step’s source material, then send it. Review the answer before carrying it forward.

   Prepare your prompt

   Add your details, then copy the prepared prompt into the tool. This helper combines your text with the task instructions.

   Source material for this step

   Copy prompt

   View prepared prompt

   From this request and the known constraints, propose up to five questions whose answers would change the scope, feasibility or next action. Explain briefly why each answer matters. Do not ask for information already supplied.
   
   Requested output format:
   Section | Agreed information | Open question

   Open ChatGPT (opens in a new tab)

   Start with

   Objective and constraints.

   You’ll have

   Answers to limited questions.

   CheckThe unanswered questions would materially affect the work.

   ChatGPT’s official guide (opens in a new tab) · Checked 2026-11-11

4. 04

   Draft a simple scope

   1. Use headings for what is included, what is excluded, assumptions and dependencies.
   2. Add a clear description of how the requester will judge the result. Mark this as a draft until agreed.
   3. In Claude, paste the prompt below with this step’s source material, then send it. Review the answer before carrying it forward.

   Prepare your prompt

   Add your details, then copy the prepared prompt into the tool. This helper combines your text with the task instructions.

   Source material for this step

   Copy prompt

   View prepared prompt

   Draft a simple provisional scope from the clarified request. Use headings: Goal, Included, Excluded, Assumptions, Dependencies, Acceptance checks and Open questions. Use only agreed facts; mark the document Draft for review.
   
   Requested output format:
   Section | Agreed information | Open question

   Open Claude (opens in a new tab)

   Start with

   Clarified request.

   You’ll have

   Provisional scope.

   CheckIncluded work, excluded work and acceptance checks are explicit.

   Claude’s file guide (opens in a new tab) · Checked 2026-11-11

5. 05

   Make a simple map if it helpsOptional

   1. In your Notion workspace, use the new-page control, add a clear title, then type or paste the checked material. Use /h1 for headings or /todo for agreed checklist items.
   2. Create that view only if useful, keeping the same facts and unresolved questions.

   Open Notion (opens in a new tab)

   Start with

   Provisional scope.

   You’ll have

   Structured view or map.

   CheckThe table or map agrees with the written scope.

   Notion’s page guide (opens in a new tab) · Checked 2026-11-11

6. 06

   Agree what happens next

   1. Show the draft scope and open questions to the requester.
   2. Record the agreed next step: proceed, investigate, decline, defer or clarify. Name an owner only when confirmed.

   Start with

   Reviewed scope.

   You’ll have

   Decision plus owner/action.

   CheckThe requester’s decision and agreed next action are recorded.

0 of 6 step checks complete. The request is clear enough that a next action can be taken without repeatedly rediscovering what the project is meant to achieve.