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Consulting · Scoping

Statement of Work (SOW)

Defines exactly what will be delivered, by when, and how it will be accepted — the anti-scope-creep document. Pairs with a master Services Agreement.

Statement of Work

SOW No. [001] · Under the Services Agreement dated [date] between [Client] (“Client”) and [Provider] (“Provider”).

1. Background & objectives

[Why this work, and what success looks like.]

2. Scope of services

Provider will:

  • [In-scope activity 1]
  • [In-scope activity 2]

Out of scope

The following are expressly excluded unless added by a written change: [list].

3. Deliverables

#DeliverableFormatDue
1[ ][ ][ ]
2[ ][ ][ ]

4. Milestones & timeline

MilestoneTarget date
Kickoff[ ]
[Interim review][ ]
Final delivery[ ]

5. Assumptions & dependencies

  • Client provides [access to people, data, systems] within [X] business days of request.
  • [Other assumption]

6. Client responsibilities

[Named sponsor, timely reviews, decisions within N days, etc.]

7. Acceptance criteria

Each deliverable is deemed accepted when it meets [stated criteria], or [5] business days after submission if Client raises no written objection.

8. Fees & invoicing

Total fees: [amount] ([fixed fee / T&M at rate]). Invoiced [schedule], payable within [15] days. Expenses at cost with prior approval.

9. Change control

Any change to scope, deliverables, timeline, or fees requires a written change request signed by both parties before work on it begins.

Client — name, title, date
Provider — name, title, date