Statement of Work Template

This Statement 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 services].

2. Deliverables

2.1 Deliverables List.

• Deliverable 1: [Description]

• Deliverable 2: [Description]

• Deliverable 3: [Description]
  2.2 Delivery Format. [Docs, code, creative files, etc.].
  2.3 Out of Scope. [List exclusions].

3. Milestones and Timeline

3.1 Start Date. [Start date].
3.2 Target End Date. [End date].
3.3 Milestones.

• Milestone 1: [Deliverable/Phase] — Target date: [Date]

• Milestone 2: [Deliverable/Phase] — Target date: [Date]

• Milestone 3: [Deliverable/Phase] — Target date: [Date]
  3.4 Delays. Delays caused by Client or third parties may extend deadlines accordingly.

4. Acceptance Criteria

4.1 Review Period. Client will review deliverables within [] business days after delivery.
4.2 Acceptance Standard. Deliverables are accepted when they meet the requirements described in this SOW.
4.3 Revisions. Included revisions: [] rounds. Additional revisions may require a change request.
4.4 Deemed Acceptance (Optional). If Client does not respond within the review period, deliverables may be deemed accepted, if permitted.

5. Roles and Responsibilities

5.1 Provider Team. [Names/roles].
5.2 Client Team. [Names/roles].
5.3 Client Inputs. Client will provide: [Access, content, approvals].
5.4 Communication Cadence. [Meetings, status reports, tools].

6. Fees and Expenses (Optional)

6.1 Pricing Model. ☐ Fixed fee $[] ☐ Hourly $[]/hr ☐ Retainer $[] ☐ Other: [Model].
6.2 Payment Schedule. [Milestone billing, monthly invoices, etc.].
6.3 Expenses. ☐ None ☐ Reimbursable (pre-approval required over $[]).
6.4 Taxes. Taxes handled under the governing agreement.

7. Change Control

7.1 Change Requests. Any change to scope, deliverables, timeline, or fees must be documented in writing and approved by both Parties.
7.2 Impact Estimate. Provider will provide an estimate for the change request, including cost and schedule impacts.
7.3 Work Authorization. Provider will not begin changed work until approved in writing.

8. Intellectual Property (Optional)

8.1 Pre-Existing IP. Each Party retains its pre-existing IP.
8.2 Deliverable Ownership. Ownership/licensing is governed by the main agreement.
8.3 Client Materials License. Client grants Provider a license to use Client materials for the services.

9. Confidentiality and Security

9.1 Confidentiality. The Parties will comply with confidentiality obligations under the main agreement.
9.2 Security Requirements (Optional). Provider will follow: [Security standards], if applicable.

Signatures

By signing below, the Parties agree to this Statement 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: ___________________________