Key Considerations for Developing Your Retail Technology Deployment Scope Definition

Key Considerations for Developing Your Retail Technology Deployment Scope Definition


It seems like a no-brainer that you must clearly define scope when working on your retail technology deployment. I’m constantly surprised at how many retailers do not take the time to fully define up front. At best, retailers usually define which stores are included and when the deployments must be completed.  There is very general overview of exactly what is being deployed. Also who will run the project, and how many technicians are needed, maybe. Later they can’t understand why their deployment project falls flat right from the start.

Developing a well-defined scope means you are aligning expectations with actions. And building controls that allow you to maintain fiscal accountability. In other words, clearly documenting everything you are going to do. This allows you to control costs for your project—you’ve establish very clear boundaries. To do anything different only sets you up to not only fail at the deployment itself, but to overrun your budget because you didn’t clearly define the scope up front.

The exercise of Scope Definition is pretty straight forward. Simply define the who, what, when, where, and how of your deployment. However, depending on the depth, breadth, and complexity of your specific deployment, this can be a daunting task. To help get you going I’ve outlined key considerations for each of the components.


The Who

A deployment project involves a lot more than Deployment Technicians and a Project Manager. You must also consider Logistics Coordinators, Help Desk Technicians, Technical Subject Matter Experts, Schedulers, Financial Analysts, Procurement & Configuration Specialists, Store Operations, Executive Oversight, and a Change Control Board.

Additionally, for every resource that is required to execute the project, you must define the expectations of their role and how many of each resource you will need. You must specify whether they should be internal or external resources, permanent or contract, and full-time or part-time. These are all things that can have a significant impact to costs so the more specificity, the better.

The What

The ‘What’ must clearly outline what specific equipment will be installed and/or decommissioned from the store along with how the equipment will be acquired and shipped to/from the store. If there is configuration required, this must be specifically outlined along with how long it is expected to take to complete the configuration. Be sure to state if you expect asset information to be collected and provided by Procurement and/or Deployment Technicians.

You must be clear about specific equipment to be installed or decommissioned. You must also be just as specific about how it will be installed or decommissioned. Clearly specifying how long you believe the install/decommission will take to this part of the Scope Definition. If it is not clearly defined, this can run into out-of-scope charges during the deployment. These can add up very quickly if not properly scoped and controlled.

The When

Make sure you clearly define the earliest date the deployment can start and the latest it can be completed. This information drives scheduling and plays a key role in defining resource requirements for the entire project.

To ensure minimal in-store interruption, clearly define when Deployment Technicians can complete their scope of work.  the process for them to follow if they run into issues that could negatively impact the length of the deployment. Also define blackout periods when no deployments can be going on in the store.

You will want to define a ramp up and ramp down period if this will be applicable to your project. To ensure that support resource utilization is as predictable as possible, define the minimum and maximum stores that can be deployed per day.

The Where

Be sure you include the exact store list with store numbers and full addresses that are included in the deployment project. This allows for a coverage analysis to be conducted, which allows for proper planning of resources and predictive scheduling.

It is also very helpful to provide the type of footprint for each store (assuming you have some form of standardization across your store portfolio) and current as-built floor plans that allows the Deployment Technicians to know where existing infrastructure already exists, and they can optimize their time in the store.

It’s important to specify any special considerations for a store so that can be built into the Deployment Design accordingly. If the deployment itself has specific requirements (e.g.: a dock), document how stores that do not meet the requirement will be handled.

The How

The first part of the ‘How’ outlines how the deployment itself will be completed. Provide as much information as possible on the steps to be taken as part of the deployment (include the actual Installation Script if possible). Indicate if a pilot and/or proof-of-concept is expected to be completed as part of the scope and how many stores should be included in each.

The second part of the ‘How’ defines the deployment model to be used. If it is a relatively small project, perhaps it can all be handled by a Project Manager. For larger and more complex projects you may want to establish a Command Center or War Room type of approach. You will need to specify if you expect Team Members to all work in one room together or if they can work from remote locations.

The last part of the ‘How’, and usually the most overlooked, is to specify the governance model to be used, reporting requirements, escalation points, the decision-making process, and how the Change Control Board must be utilized.

As you can see, these key considerations generate a cascading set of questions. All of which are then to be used to fully complete the Scope Definition.  Once the Scope Definition is completely developed, it is fed directly into the Deployment Design. Therefore, the Deployment Design will only be as good as your Scope Definition.  Make sure you give it the attention it deserves.


With over 30 years of experience in the technology field, Lisa Cook is a thought leader. Specializing in overcoming the challenges associated with complex, multi-site technology deployments, especially with retailers. Her proven approach of designing deployments, rather than just planning them, has led to over 30,000 successful deployments for national and global clients such as Walgreens, Ulta Beauty, Office Max, Walmart, American Eagle, Blockbuster, Chrysler, Simon Property Group, and CBL & Associates.

As Founder of OPL Technologies she is focused on helping Retail Technology Leaders eliminate the challenges of multi-site deployments by creating Deployment Designs that save money and ensure the deployment is done right the first time. She is the author of the recently released book Designing Retail Success: A Blueprint for Designing Retail Technology Deployments.