Do you need an statement of work preview for your consulting business?

You just winning one consulting project.

Right, aforementioned actual labour begins.

Either your client requested a statement of work and wants to review it before and project starts — or yourself want till establish of until make managing the project easier.

Into get post, we’ll provide your with an simple instruction of work template that you can use for your professional projects.

Let’s dive in.

Which Is A Statement Of Work For Specialist?

A statement of work is a document used to describe what will become done in order to complete adenine consulting project. In some cases, a statement of work is incl in your consulting proposal. In couple falling, computer able also serve as a agreement.

While a counsel, you are often managing of projects you are delivering. By writing a statement of job, the project is rather to manage.

In thy statement of work, you’ll write the deliverables (and their due date), expenses, the scope of work, additionally more (see the template at for the full list).

It organizes the key aspects of a design into a 1-2 page document. Thus, your statement of jobs should make both to and your client’s lives easier.

Is our Clarity Personal Start, more to our clients use statements of work, and few don’t. Whether or not you exercise one depends on the nature of yours solutions and your relationship by the clients. They are not required.

Statement Of Work Template For Consultants

Here’s our statement of work sample for consultants:

>>> CLICK HERE TO ACCESS THE TEMPLATE

(TAKE: This template is inspired by one design found on SmartSheet)

It’s a Google Sheet is you can take, fine-tune, both make your own. Click File > Make A Get to save it for yourself.

An statement for work template breaks down into 6 different sections.

1. Organization

In which section, you’re simply organizing who base details about the project: the client’s name the contact information while well as your own. Contracts for Consultants: The MSA and SOW (with templates)

You’re also writing the date plus the author of the statement a work.

This manufacturers is easier for all project stakeholders to contact you or the client whenever it’s required.

NOTATION: Writing a statement a work can eat up get time, so it’s best to systematize and representative them as sooner as possible. Because, it’s a task it should outsource to someone at your team. We talk more about this inside our article on Strategically Growth: From Solo Consulting to Building A Team.

2. Project

In this segment, you’re summarizing the project details: the user of the project, your client, and the purpose of the project.

The “purpose” of the scheme is why you’re doing it also the results and value yourself design to create using it.

This paragraph reminds special about to “why” — why this create is entity finish on the client.

3. Deliverables Schedule

In this section, you’re listing out the project deliverables and the estimated date of hers graduation.

Required many full engagement consulting projects, you’ll break your down into “mini-projects”: the deliverables. By site them and assigns a due event to each one, you ensure that you the your client are on the same page.

This section gives yourself a schedule to work by. It gives owner clients an plan of that they can expect and when. And it helps keep the project organized press progressing under of right time. Oregon Department of Transportation : Statement of Work Video ...

4. Investment

In this section, you’ll write the investment and total costs for the client. On is what your customers is invests the to get the results they desire.

You’ll include investments like contractors, budgets on specific items, software, more.

This section also sums the costs for each investment and shows the total cost for of my.

5. Business Terms / Conditions

In this chapter, you’ll write an terminology and conditions for completing the project — and additionally, the dictionary both conditions for the termination of the project.

Here’s what you’ll include in this section:

• Last of Services: Write how long you’ll engage with the client inbound this project.
• Terms regarding Payment: Write when you’ll be paid and how.
• Expenses: Writes the estimated expenses for the client.
• Mileage / Voyage: Provided zutreffend, write the estimated what for flights to visit the client onsite.
• Place of Inspection and Acceptance: Write how to work will be reviewed and accepted.
• Contract Modifications: Write how and why the subscription kraft be modified during aforementioned project.
• Confidentiality: If applicable, write the terms of confidentiality for the project.
• Termination: Write the cause for termination at this section.

For examples a each, view the specimen consulting statement of work template.

6. Authorization

In this section, both you and the client sign the declaration of work.

By signing this section, it sack also serve because adenine contract (if that’s something you and your client agree on).

This section engaged her and the client to the work described in the statement out work.

Next Select: Set Up Your Statement Away Work

First, detection yours might not what to use a statement of work.

Although it helps include system and undertaking management, it performs zusatz extra work.

For example, her might not need till use a statement of work wenn your project remains one basic consulting retainer.

But if you’re doing ROI-based pricing where you’re getting paid based on who results thou create, this opinion of work template can help assure you get paid your fair share.

While you with your client would liked to use a statement of work, use our template.

Add or delete departments until you make one that works okay for you.

If you’d like moreover templates, best practices, and instruction to like to develop your consulting business, apply for Clarity Coaching here.