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Scope-of-Work Template Outline

Defines exactly what is and isn't included, which is how you prevent scope creep before it starts.

Best for

Anyone delivering project-based work.

Use this when

Attached to or included in every accepted proposal.

Preview

The outline

SCOPE OF WORK
Project: [Project Name]
Client: [Client Name]
Provider: [Business Name]
Dates: [Start Date] – [End Date]
Version: [1.0] — [Date]

1. OBJECTIVE
[One paragraph: what this project is meant to achieve.]

2. DELIVERABLES
| # | Deliverable | Format | Quantity | Due date |
|---|-------------|--------|----------|----------|
| 1 | [item] | [format] | [qty] | [Date] |
| 2 | [item] | [format] | [qty] | [Date] |
| 3 | [item] | [format] | [qty] | [Date] |

3. OUT OF SCOPE
The following are explicitly not included:
- [item] — available at [Price]
- [item] — available at [Price]
- [item]

4. REVISIONS
Rounds included per deliverable: [Number]
What counts as a revision: [definition]
What counts as new work: [definition]
Additional rounds: [Price] each

5. CLIENT RESPONSIBILITIES
- Provide [input] by [Date]
- Provide access to [system/person/location]
- Respond to review requests within [timeframe]
- Nominate a single approver: [Name]

6. ASSUMPTIONS
- [Assumption the estimate depends on]
- [Assumption the estimate depends on]
If an assumption proves incorrect, we'll flag it in writing before continuing.

7. CHANGE PROCESS
Any change to deliverables, timeline, or scope is documented in writing, priced, and approved by both sides before work continues.

8. TIMELINE AND DEPENDENCIES
[Milestone] — [Date] — depends on [dependency]
[Milestone] — [Date] — depends on [dependency]
Delays caused by outstanding client inputs shift subsequent dates accordingly.

9. FEES AND PAYMENT
Total: [Price]
Schedule: [breakdown]
Expenses: [how handled]
Payment terms: [terms]

10. COMPLETION
This project is complete when: [clear definition of done].
Post-completion support: [what, how long].

11. ACCEPTANCE
Client: [Name] — [Signature] — [Date]
Provider: [Name] — [Signature] — [Date]

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This is an outline of topics to cover, not a legal contract. Have a qualified legal professional prepare or review the agreement you actually sign, including liability, intellectual property, termination, and dispute terms.

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