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What is a Scope of Work (SoW)?

A scope of work is a detailed agreement and plan of the services or deliverables that you are going to provide to a client. The scope of work, or sometimes called a statement of work, is a document that describes the work to be performed in detail. A statement of work form is signed by the client and the outside contractor. It clearly states timelines, any project milestones, payment terms, the number of revisions included, and deadlines that certain deliverables and services will be completed. It also defines what you will not be completing the project. It is one of the most important onboarding documents as it outlines project specifics. A solid statement of work form prevents work outside of your original scope so the project stays within its original budget and timeframe. A well-defined statement of work template will eliminate ambiguities so both you and your client are on the same page. This article will describe how to write an effective sow template doc, important elements to include, and the importance of using a sow template word doc with every project to be completed.

What should be included in Scope of Work?

The scope of work template will clearly define all the work involved and the deliverables to be completed. It should be an easy-to-read professional document with deadlines and task times explicitly stated. Ensure that the document is accurate and that the writing is specific and thorough. In this guide, we’ll provide you with a free statement of work template that you can customize to your niche and field for any project.

Project Introduction

Before you get into the project specifics, it’s important to start from the broadest information and then work your way down to the more specific details. After naming the project, the next section of the statement of work template is the background explanation of the project. This section briefly describes the type of work that the project entails and identifies both parties, the client and the outside contractor.

Project Overview

After the basics are covered, you’ll want to describe the primary goal of the project and address the end-results that the client and contractor are hoping to achieve.

Description of Services or Goods

The next section is called the description of services and describes the services to be completed. You’ll want to specify whether you are performing a service or completing something tangible.

Task list

In this section, you’ll want to break down the large scope of your project into smaller actionable steps. This section is important because it also gives out a timeframe for each particular step. Make sure these deadlines are realistic for you to reach. Tasks are not to be mistaken for deliverables, or quantifiable goods or services that will be completed at the end of a project. Tasks are specific actions that are completed in order to get to the end result of the project to complete the deliverables.

Deliverables

This section lists all project deliverables and a description of each. The project deliverables section of your statement of work template doc is where you list what exactly your client will receive at the end of the project.

Out of Scope

This is another important section because you will want to specify deliverables or tasks that will not be completed or provided at the end of the project. You’ll want to spell out what this project will not accomplish and what goals will not be met. This section is a great way to clear up miscommunication down the road. It also prevents additional tasks being added or the project being expanded, without additional time or budget being accounted for and keeps the project on track.

Payment Terms & Invoicing

For the Payment Terms and Invoicing Section, you’ll want to get as specific as possible and include estimated costs, delivery timeframes, and payment terms. How and when will payments be made? Will invoices be paid at the end of each task timeframe or deliverable, on a set schedule, or within a certain monthly or weekly timeframe? You’ll also want to address topics such as what will happen if deadlines get missed or if the scope of the work increases.

Period of Performance

This section estimates and describes how long the project is going to take and describes the important milestones of the project. Specify if the project has a specific end dates and estimate the completion of the project with a set timeframe.

Expected Outcomes

This section addresses the project outcomes you want to achieve for the client. For example, will the expected outcome be an increase in website traffic or a certain percentage in the increase of sales? What is the business objective in this project and how will it be measured and reported?

Project Management

Finally, this last section of the sow template download is where you can detail any missing information that is discussed between you and the client and get your agreements in writing. This is a catch-all section that goes over what the other sections might not cover, such as who will be signing off for deliverables, approving changes, confidentiality, and other requirements that need to be agreed upon. Define the terms you’re using in the scope of work template doc and any conditions or requirements that aren’t already made clear.