Sample template statement of work

In addition, the built-in Gantt chart lets you visually track progress of each task and of the project as a whole. This template provides a visual display of your project lifecycle, from initial problem analysis to design, implementation, appraisal, evaluation, and continual monitoring. The template simply offers a graphic of the standard project lifecycle for you to use as a reference when designing your project plan, but you can add notes to each phase or add and delete phases to meet your needs.

Excel Word. As mentioned earlier, a statement of work SOW is a document that lists project expectations, deliverables, budget, and preliminary timeline. The purpose of an SOW is not only to define the scope of a project, but also to document an agreement between a client and a vendor or contractor. In this sense, the statement of work can serve as a legal contract. An SOW is often included as part of a request for proposal RFP , which solicits business proposals from potential vendors.

In a government setting, an SOW may be replaced with a statement of objectives SOO , which highlights high-level objectives, or a performance work statement PWS , which focuses on desired and measurable outcomes rather than the specific tasks and requirements a contractor will need to follow in order to complete a project.

By contrast, a project scope or scope of work contract defines what is expected from vendors, including deliverables, end products, and reports. While you can include the project scope as a section within a statement of work, it can stand on its own as a separate document that represents a formal agreement between a customer and vendor.

Details about scheduling and payment terms are also typically included. Note: In the construction industry , scope of work and statement of work are often interchangeable terms that refer to the detailed project statement provided to a contractor. Regardless of the type of project, a statement of work document will include similar information.

A statement of work may also include key assumptions that are not directly related to the scope of work and therefore need to be listed separately, along with any other special requirements that have to be documented, such as security restrictions, travel, or other requirements.

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Try Smartsheet for free, today. In This Article. Consulting Statement of Work Template. Simple, powerful project management with Smartsheet. See for yourself. Project Management Statement of Work Template. Statement of Work Outline Template. Project Scope Template. Simple Statement of Work Template. Project Charter Template. Project Review Report. Project Scope Statement. Product Scope Statement Template.

IT Statement of Work Template. Software Project Statement of Work. Web Design Statement of Work Template. Project Plan Template. Project Lifecycle Plan. A Statement of Work Outline Regardless of the type of project, a statement of work document will include similar information. Scope of Work : The scope of work defines what work is to be done and how, and it may include work requirements, deliverables, and assumptions. Period of Performance : This section can specify the start and end dates for a project, allowable billing hours on a weekly or monthly basis, and any other information pertinent to time.

Place of Performance : This information can be included if certain requirements related to the work location or equipment will be used. Deliverables Schedul e: This detailed schedule for deliverables, either in table or list format, provides an overview of milestones, tasks, and deadlines.

Pricing : This section will cover expenses and payment terms, including a schedule of how and when payments will be made. Remember: A statement of work is not a negotiation tool, but rather a place to document terms that have already been agreed upon, so ensure that all parties are on the same page about pricing and payment before listing them formally in the SOW.

Acceptance : There may be a section describing the acceptance criteria for deliverables — how acceptability will be measured and by whom.

A statement of work also includes a section for signatures from all relevant parties, such as the customer and the contractor or agency providing the work. This section signifies that everyone involved has agreed to the SOW before moving forward with the work.

Service Provider will invoice [Client. LastName] on a monthly basis for actual hours expended. In addition to the above, ODCs and pre-approved travel expenses will be billed as incurred.

Invoices shall be mailed to the following address:. Address] [Client. Company] Created by: [Sender. Statement of Work No. Start Date Est. Deliverables The Designer will be available to perform design services, such as: Develop Design Plans that will direct the overall content and approach for the project Provide design input to the [Client. LastName] project manager to help develop efficient work processes and schedules Work with the business owners and subject matter experts to develop content for training programs Develop design prototypes and templates which can be implemented by other designers Review materials developed by other designers to ensure consistent standards and approaches Participate in design planning and review meetings Develop reusable design strategies and templates that can be applied to programs across the organization Provide input for post-training tracking and evaluation Assumptions The [Client.

LastName] primary contact will work with the Service Provider project manager to identify priorities, assign tasks and develop work estimates to ensure that the hours are applied appropriately. Service Provider will invoice for actual hours expended per month. Additional staff will be contracted separately on a project-by-project basis.

All materials developed under this SOW are the property of [Client. Travel cost if any will be billed to [Client. LastName] at cost. Service Provider will be available to work a minimum of 40 hours per week. Invoice Schedule Service Provider will invoice [Client.