Templates Consulting
Document · 2 pages
Statement of work template for Word
What will be done, by when, by whom, for what fee, and how it is accepted.
Free, and not counted as a creation. You get your own copy to edit, in any theme.
When to use it
Use it once a client has said yes, to agree exactly what will be delivered, when, for what fee, and how it is signed off.
How to use it
- Make your own copy. It opens in the editor, where you can change the theme and edit anything.
- Fill in the fields below, and answer the question each section asks with your own content and numbers.
- Download it as an editable Word file, or as a PDF. The file is reopened and checked before it is offered.
Section by section
- Statement of work: [project] [company] for [client] · [date]
- Scope What exactly will be done, and what is explicitly out of scope?
- Deliverables A table: Deliverable, Description, Due
- Timeline The work runs from [start date] to [end date]. What are the milestones in between?
- Fees and payment The fee is [fee]. When is it invoiced, and on what terms?
- Acceptance How will [client] confirm each deliverable is complete, and within how many days?
- Assumptions and responsibilities What must [client] provide, and when? What are we assuming about access, data and people?
- Next steps Sign and return this statement by [sign date] to start on [start date].
Fields to fill
Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.
{{project}}{{client}}{{company}}{{date}}{{due_date}}{{start_date}}{{end_date}}{{fee}}{{sign_date}}