What to Include in a Consultant Scope of Work

A Scope of Work (SOW) is a formal document that captures and defines the tasks, activities, deliverables, and timeline an independent professional will execute for a client project.

An SOW is an important tool that determines the boundaries of a client project and provides the foundation for measuring performance against project goals. Creating an SOW can be challenging, as there are many forms and section it can contain. Using a standard SOW template can ensure all necessary details are captured, and we make it easy to ensure all details are covered by providing a template you can use to create your own. 

Why do I need an SOW as a Consultant?

Ambiguity can lead to misunderstandings that affect project success. Having an SOW in place that defines how a particular project will be accomplished through specific deliverables and objectives can help avoid miscommunication.

In addition to providing legal protections to independent professionals and their clients, an SOW can also be used as a communication tool to help a project stay on course. Use it in initial client meetings to manage expectations and craft a project plan. If there are approved changes that modify a project timeline, update the SOW throughout the course of the project.

Taking the time to capture the right information and clearly define an SOW will help you properly plan and manage your projects, leading to lasting client relationships and more future business. Our Scope of Work template can help you create a Scope of Work that meets your needs. 

4 Things to Include in a Consultant SOW

1. Introduction and general information 

The introduction is where you will include basic project information so you and your client are on the same page.  In this section, you will indicate the parties to the SOW and when it is executed. Also include technology and acronyms, client information, and a supplier autonomy statement.

2. Project information

In this part of the SOW, you will include all pertinent project information so that expectations are clearly set. You will detail the project purpose, summary, payment type, duration, work location, description of services, roles and responsibilities, deliverables, status reports, and acceptance criteria. 

3. Project cost

In this section, payment details are scoped. You will include fees, time and materials, milestones, expense reimbursement, and a change process. It is important to be clear in this section so that invoicing and payment expectations are clear. 

4. Authorization

In this section, you will provide areas for approval between all parties. You should include company names, full names, titles, signature lines and dates of execution.  

Scope of Work Template for Consultants

Complete the form below to get a fully editable Scope of Work template that you can use for your project.