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Free Scope Of Work Template

Brief but powerful, the scope of work is one of the essential tools in the project management world. This is because it describes exactly what falls under the framework of a project, as well as what doesn't.
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What is a scope of work ?

A scope of work is one of the essential tools in the project management world that describes exactly what falls under the framework of a project, as well as what doesn't.

A scope of work usually makes up one section of a statement of work, or SoW, document. The statement of work outlines a project's key elements and is agreed upon by the businesses and the clients involved. The scope of work supports this document by outlining everything that will actually be worked on within the bounds of the project (also known as the project scope).

The scope of work is usually put together by project managers and team members delivering a product or service. They're delivered to companies, external stakeholders or clients, and need to be agreed upon and approved before any further project developments go forward.

What does a scope of work include?

The contents of a scope of work can vary depending on your project specifics, but they often include the following sections:

  • Key project information like project name, document author, document version, client name, and current date.
  • A project overview.
  • A description of the goods and services that will be provided within the framework of your project.
  • A task list or breakdown of milestones.
  • A list of specific project deliverables that your client will receive by your project's end dates.
  • The period of performance that defines your project's timeframe from outset to conclusion.
  • An out of scope list that specifies things that are not included within the bounds of your project.
  • Protocol for changes to your scope of work or statement of work (SoW).
  • Payment terms, conditions, schedules, and the like.
Pro Tip: As mentioned, your scope of work will likely be part of a larger document, like a statement of work (SoW). Because of this, it makes sense to keep it as concise as possible.

What can using a scope of work do for me?

The scope of work document is an incredibly useful tool for project teams of any kind. This is because they:

Help Avoid Scope Creep

If you're a project manager, the term scope creep probably sends shivers down your spine. Scope creep is what happens when work on a project slowly, but steadily, increases from what was initially agreed upon. This results in delays, roadblocks, frustration, and insufficient compensation. The scope of work document helps avoid this (and address it head-on when it does happen), because you have the initial project scope in writing to refer back to when needed.

Provide a Written Record of Importance Information

There are lots of misunderstandings and miscommunications that can pop up between company and client throughout a project's lifecycle. Similar to scope creep, the scope of work provides a reliable resource outlining other key project requirements to refer back throughout the project whenever it's necessary. Even better, both parties agreed to it at the outset.

Keep Your Work On-Track

The scope of work keeps teams organized and establishes clear criteria to abide by from the get-go. It helps project teams get things done on time, stay within the framework of the initial project budget, and deliver everything as planned when all is said and done.

Slite's free scope of work template

Are you currently getting started on a scope of work? Thinking about how to write one for a project coming down the pipe in the future? Regardless of your situation, Slite's got a perfect solution for you.

Check out our free scope of work template. It'll help you get started on your document development and make sure you don't miss any key elements. Oh, and did we mention that it's easy to customize to your project's needs, looks great across different devices, and is a dream to work on collaboratively? Forget about sending Microsoft Word documents and Google Docs back and forth.

Start working on your very own scope of work document now. There's nothing stopping you.

How can I get started with my scope of work template?

By now, we're sure that you're more than convinced about the benefits a scope of work can offer your project team. If you're ready to start developing it right away, all you have to do is the following:

Be Realistic

If you're providing a product or service, decide on a realistic timeframe and budget for you. When writing your scope of work, you'll want to make sure that you're proposing something that you can actually get done. You'll be a lot more credible if you're realistic, rather than making false promises right off the bat.

Pro Tip: Be sure to consult with other key team members and departments regarding budgets, resources, and deadlines before you make any commitments to your client.

Meet with Your Client

In the early stages of writing your statement of work (SoW) and/or your scope of work, it's a great idea to meet with your client. Discuss things like timelines, deliverables, finances, resources, and other criteria. If you can get an idea of their needs before writing your scope of work, you'll have a higher likelihood of them approving it right away.

Don't Leave Anything to the Imagination

When writing your scope of work, make sure to write clearly and concisely. It's likely that a variety of people will read it, so make sure that it's easy to read and easy to understand for people from different industries, departments, and seniority levels. It's also not time to be vague. If there's any moment to be specific about the services your company will or won't be providing, it's in your scope of work.

...and that's that! Follow these steps, get customizing, and you'll have your very own scope of work document ready in no time. We can't wait for you to start your project off on the right foot, and avoid the dreaded scope creep.