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BOSCARD (Terms of Reference)

By Duncan Haughey, PMP
Team reviewing a BOSCARD

When looking to gain support and approval for your next project, it might be worth thinking BOSCARD.

The BOSCARD is a strategic planning tool used to provide the terms-of-reference for new projects. It is thought to have originated with consulting company Cap Gemini in the 1980s.

The acronym stands for background, objectives, scope, constraints, assumptions, risks and deliverables. These headings are commonly found in terms-of-reference and project initiation documents.

Background Provide background information that includes the reasons for creating the project and mentions the key stakeholders who will benefit from the project result.
Objectives Describe the project goals and link each of them with related, SMART project objectives.
Scope Provide a high-level description of the features and functions that characterise the product, service, or result the project is meant to deliver.
Constraints Identify the specific constraints or restrictions that limit or place conditions on the project, especially those associated with project scope.
Assumptions Specify all factors that are, for planning purposes, considered to be true. During the planning process these assumptions will be validated.
Risks Outline the risks identified at the start of the project. Include a quick assessment of the significance of each risk and how to address them.
Deliverables Define the key deliverables the project is required to produce in order to achieve the stated objectives.

When initiating a project it is important that all parties involved agree in considerable detail what the project is to achieve before it starts. Failure to gain formal agreement almost always leads to some expectations not being met.

The nice thing about the BOSCARD is it provides a quick way of delivering all the important project information to stakeholders, without having to complete a full Project Initiation Document.

It's a lot more digestible for busy stakeholders who may not have time to wade through a lengthy Project Initiation Document, when looking for a quick, but detailed overview of the proposed project.

Next time you're looking to gain support for a new project, think BOSCARD.

Word Icon Download our free BOSCARD template.

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Rachel
Posted 121 days ago
I've used this for years too, though I did work for Cap Gemini for nearly 10 years, so this is probably why. However, I always go back to this and use BOSCARD as the starting point for any project document, like a business case, PId etc.
Terri Cattell
Posted 360 days ago
I've used 'BOSCARD' for years - with a couple of additions. Add 'Approach' to the 'A' and 'Resource' to the 'R'.
And add an extra 'T' for 'Timing' to make it 'BOSCARDT'.
Works every time!
Clive Brooks
Posted 449 days ago
I was taught this at University by Prof Mike Herman in 1997. I have used it ever since and no project has ever failed and sponsors all bought into the project. I like using the (R) for Reporting any good or new system should have some reporting to keep persons involved update. Reporting is that vehicle. Risks are more likely to be examined and detailed within constraints or assumptions sections. So close to deliverables yet we are talking about risks, i think not. Reporting is a much better option.
David Whelbourn
Posted 463 days ago
I have used BOSCARI since 1996, the I stands for Issues (those that maybe undiscussable). But I like your twist at the end to a D for Deliverables.

Thank you for the idea :-D
Sanyaade
Posted 659 days ago
Good stuff!

I used most of these in my teaching and also have directed my students to the website. I will be placing the links to this site and others plus resources on my own website.

God blesses!!!

Best regards,
Sanyaade
Pankaj
Posted 688 days ago
Very good format Duncan.!!
 

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