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Scope of Work Template
Clarify project requirements, deliverables, and expectations with this Scope of Work Template.
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Scope of Work Template
This Scope of Work (the “SOW”) is entered into as of [SOW Effective Date] and is incorporated into and governed by the [Master Services Agreement / Professional Services Agreement] dated [Agreement Date] between:
Service Provider: [Provider Legal Name], with an address at [Address] (“Provider”).
Client: [Client Legal Name], with an address at [Address] (“Client”).
Provider and Client may be referred to individually as a “Party” and collectively as the “Parties.”
1. Project Overview
1.1 Project Name. [Project name].
1.2 Background. [Brief context].
1.3 Objectives. [Goals and desired outcomes].
1.4 In-Scope Summary. [High-level summary of what Provider will do].
2. Deliverables
2.1 Deliverables List. Provider will deliver the following:
Deliverable 1: [Description]
Deliverable 2: [Description]
Deliverable 3: [Description]
2.2 Format and Delivery Method. Deliverables will be provided in: [Format], delivered via: [Method].
2.3 Exclusions. The following are out of scope: [List exclusions].
3. Tasks and Work Plan
3.1 Work Activities. Provider will perform the following tasks:
Task 1: [Description]
Task 2: [Description]
Task 3: [Description]
3.2 Client Inputs. Client will provide: [Content, access, approvals].
3.3 Dependencies. Work depends on: [Third parties, tools, approvals].
3.4 Assumptions. This SOW assumes: [Assumptions].
4. Timeline and Milestones
4.1 Start Date. [Start date].
4.2 Target Completion Date. [End date].
4.3 Milestones.
Milestone 1: [Description] — Target date: [Date]
Milestone 2: [Description] — Target date: [Date]
Milestone 3: [Description] — Target date: [Date]
4.4 Delays. Delays caused by Client or third parties may extend timeline accordingly.
5. Acceptance Criteria
5.1 Review Period. Client will review deliverables within [] business days after delivery.
5.2 Acceptance. Deliverables are accepted when: [Acceptance criteria].
5.3 Revisions. Included revisions: [] rounds. Additional revisions may require a change request.
5.4 Deemed Acceptance. If Client does not respond within the review period, deliverables may be deemed accepted (if permitted by the governing agreement).
6. Roles and Responsibilities
6.1 Provider Team.
Project Lead: [Name/Role]
Team Members: [Names/Roles]
6.2 Client Team.Primary Contact: [Name/Role]
Approver: [Name/Role]
6.3 Meetings and Communication.Cadence: ☐ Weekly ☐ Biweekly ☐ As needed
Channel: [Email/Slack/Meetings]
Status updates: [Format]
7. Fees and Expenses (Optional)
7.1 Fee Structure. ☐ Fixed fee $[] ☐ Hourly $[]/hr ☐ Retainer $[] ☐ Other: [Describe].
7.2 Payment Schedule. [Milestones, monthly invoices, etc.].
7.3 Expenses. Reimbursable expenses: ☐ None ☐ Yes (requires pre-approval over $[]).
7.4 Taxes. Taxes handled under the governing agreement.
8. Change Control
8.1 Change Requests. Changes to scope, timeline, or deliverables must be documented in writing and approved by both Parties.
8.2 Impact Assessment. Provider will evaluate change requests and provide an estimate of: added cost, timeline changes, and resource needs.
8.3 Work Start on Changes. Provider will not start changed work until approved in writing.
9. Intellectual Property (Optional)
9.1 Pre-Existing IP. Each Party retains ownership of its pre-existing materials.
9.2 Deliverable Ownership. Ownership/licensing of deliverables is governed by the main agreement.
9.3 Client Materials. Client grants Provider a license to use Client materials to perform the services.
10. Confidentiality
10.1 Confidentiality. The Parties will comply with confidentiality obligations under the governing agreement.
10.2 Sensitive Data (Optional). If Provider handles Sensitive Data, the Parties will follow applicable security requirements.
Signatures
By signing below, the Parties agree to this Scope of Work as of the SOW Effective Date.
Service Provider: [Provider Legal Name]
Authorized Signatory: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________
Client: [Client Legal Name]
Authorized Signatory: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________
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Learn more about
Scope of Work Template
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
SCOPE OF WORK TEMPLATE FAQ
What is a scope of work?
A Scope of Work (SOW) is a document that describes what work will be performed for a project or service engagement. It defines deliverables, tasks, timelines, assumptions, responsibilities, and acceptance criteria so both sides know what is included (and excluded).
When should you use a scope of work?
Use a SOW when you provide services, run projects, or deliver work in phases — especially for consulting, development, marketing, design, and operations work. It’s commonly attached to a Professional Services Agreement or Master Services Agreement to detail the specific engagement.
What should be included in a scope of work?
Most SOWs include: project overview, goals, deliverables, milestones, timeline, roles and responsibilities, dependencies, acceptance criteria, pricing/payment terms (or a reference to them), and a change request process.
How do you prevent scope creep?
Define what’s included and excluded, require written change requests, set acceptance criteria, and tie new requests to timeline and pricing changes. This template includes a simple change control process to keep expectations aligned.
Should a scope of work include pricing?
It can. Some SOWs include pricing and payment schedules, while others reference a separate agreement. This template includes an optional section for fees and expenses so you can choose what fits your setup.
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