Before starting a new project, independent professionals are often asked to prepare a Scope of Work (SOW) document that outlines the terms of their project and details items like payment terms, roles and responsibilities, and a timeline for work. This is a straightforward document, but if you’re compiling one for the first time, the structure and content of a SOW can be intimidating. That’s why using a Scope of Work template can help.
While the terms “Scope of Work” and “Statement of Work” are often used interchangeably, the two terms actually mean different things. The scope of work articulates the details of a project including tasks, materials and equipment (if appropriate), activities, deliverables and time frame. It sets clear expectations upfront and serves as a guiding post to keep you and the client on track.
Why you need a Scope of Work
1. Set expectations
The scope of work articulates the details of a project including tasks, materials and equipment (if appropriate), activities, deliverables and time frame. It sets clear expectations upfront and serves as a guiding post to keep you and the client on track. The SOW’s main goal is to take a client’s vision and break it into concrete results.
2. Eliminate frustration
One of the main goals of the SOW is to eliminate frustration between consultant and client, setting clear expectations for what will be accomplished, for how much, and when.
3. Negotiation tool
An SOW can be used as a point of negotiation in the buying phase. You can often adjust the SOW rather than the fee to fit a client budget. You can see some examples of this in our SOW guide.
What to include in a Scope of Work
A Scope of Work contains many components and should be carefully constructed and using a Scope of Work template can help ensure that all required components are included.
From the client side, a Scope of Work is used to communicate the goals and expected results of the project and ensure that key issues are not overlooked. Because this document is often requested before a project is awarded, there is some difference between a proposal Scope and a finalized Scope—often the latter is a revision of the documentation provided during the initial proposal.
Scopes often vary widely by industry and by client. Some clients, such as government entities and universities, may have very specific requirements for an SOW. As a rule of thumb, an SOW should include the following:
The purpose of the project.
Work that will be performed.
Work that will not be performed.
Process for change orders.
Roles and responsibilities (you and client).
Timeline for work.
Download our guide to learn more about writing a Scope of Work and access our Scope of Work templates. Our guide also includes:
Sample Issues and resolutions
Example Scopes of Work and Templates, and
Tips and strategies
To learn actionable tips and techniques for writing a Scope of Work document for your project, download our SOW 101 guide.
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