**Statement of Work For:** [Client] **Document Created:** [Date] **Author:** [Author] **Distribution:** [Distribution List] **Document Revision History** | Revised By | Date | Comment | | -----------------|:--------------:|:---------------------:| | Initials or name | Date modified | Reason for revision | | Initials or name | Date modified | Reason for revision | | Start Date | End Date | Project Manager | | :---------:|:-----------:| :--------------:| |dd-mon-yyyy |dd-mon-yyyy | Initials | ## Background *[Optional section]* If there is a background to this SOW that is relevant, possibly because it will be distributed to multiple stakeholders that are not aware of the work background then describe it here. For example: *“[client] has been experiencing difficulty identifying sources coming to their website, which makes it difficult to track marketing spend…”* This type of background is often a justification for rapid sign-off of the SOW as it highlights the commercial imperative of the recipient of the work. ## Objectives State the high-level business objectives and proposed solution so that the two marry up, with the solution an explanation of how the objectives will be met. For example: *“to implement [solution] by [development steps] so that [objectives] can be met in a timely and efficient fashion.* ## Project Scope ### High-Level Requirements List the requirements that must be satisfied in order for the project’s goals to be realised. | Requirement | Comment | | | ------------- | --------------------------------- | --- | | Requirement A | Delivery of A enables B to happen | | | Etc. | Etc. | | | | | | ### Milestones and Deliverables *List the major project milestones and the deliverables from them* | Milestone | Deliverable | | ------------- |---------------------------------| |Milestone A |Deliverable 1 | |Milestone B |Deliverable 2 | |Milestone C |Deliverable 3 | |Etc. |Etc. | ### Project Plan #### Timeline Lay out the timeline for delivery at a high level. It is generally wise not to commit to dates, only to durations in a SOW, as delays in approval often occur with the deadline not shifting accordingly. 1. Wk 1 - a. Kick off session - b. GAP Analysis 2. Wk 2 - a. Deliver detailed technical spec for sign off - b. Deliver database schema 3. Etc. ## Risks and Assumptions ### Risk Analysis If you are creating a sophisticated SOW you may have a separate Risk Register. Do not link to it, instead call out the risks in a table with the column headings below: **Risk Id** – A unique identification number [can be used to identify and track the risk in the risk register if one is in use]. **Category** –Is the risk financial (cost and/or revenue), regulatory or compliance, timeline, resource, environment, or some other key category? Categorising risks groups them and aligns them with stakeholders who are best placed to assess/mitigate and stakeholders for whom the risk is greatest. **Description** – Describe the potential risk. For instance: Item A cannot be completed until Item B has been purchased but approval is not yet forthcoming and there is a delivery lead time, or Item A requires resources that have not been identified and the project is currently resource constrained. **Potential Impact** – A quantitative rating of the potential impact on the project if the risk should materialize. Impact in a Risk Register should be scored on a scale of 1 – 10 with 10 being the highest impact. ### Assumptions List all of the assumptions that are being made. For example: *“to successfully meet its goals in a timely manner with benefits reflected in the current financial year, all parties have signed-off the budget and the project will begin on the scheduled start date.”*   ## Pricing List the price, stating clearly: 1. Currency (don’t get paid in Canadian dollars when you meant US dollars!) 2. Amount 3. Payment Terms (including any staged/milestone payments) 4. If price is Fixed or Time and Materials. If the latter, then specify that there is a Rate Card in the Appendix and put it there. ## Approval *This Statement of Work has been reviewed and accepted by the following people, as indicated by signature below:* [List all individuals whose signature is required, along with their titles and/or roles on the project. As a general rule, try not to put all the text of an Approval section on a page by itself and always place it immediately beneath the pricing information.] **Full Name** ............................................................................... **Title**.......................................................................................... **Signature**................................................................................. **Date**.......................................................................................... -- **Full Name** ............................................................................... **Title**.......................................................................................... **Signature**................................................................................. **Date**.......................................................................................... *[it is advisable to specify dates in dd-mon-yyyy format, which is the international standard]*  ## APPENDIX A - REFERENCES Include the relevant text of any documents referenced in this SOW (for example a Rate Card if T&M). Do not link to documents outside of the physical SOW as this document forms the basis for a contractual agreement and should therefore be complete in itself. ## APPENDIX B - GLOSSARY | Term | Definition | | ------------------------|----------------------------------| |Term used in the document|Its definition in lay terms | |Etc. |Etc. |