Statement of Work Checklist
Make a statement of work checklist covering context, scope, deliverables and timeline, acceptance and changes, and fees and sign-off.
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- No sign-up to try
- Works as you type
5 stages, 17 steps
1. Context
- Write the background and the objectives
- Name the parties and the main contact on each side
- Reference the master agreement it sits under, if there is one
2. Scope
- List what's in scope
- List what's out of scope
- Write down the assumptions and dependencies
- List what the client must provide, and by when
3. Deliverables and timeline
- Describe each deliverable specifically enough to check it
- Set milestones and dates
- Schedule review points with the client
4. Acceptance and changes
- Write acceptance criteria for each deliverable
- Set the review period and how sign-off is given
- Describe how change requests are raised, priced and approved
5. Fees and sign-off
- State the fees and the payment schedule
- State how expenses are handled
- Have it reviewed by whoever handles contracts on each side
- Get it signed by both parties before work starts
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Statement of Work Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Context
Why the work exists and who is involved.
- Write the background and the objectives
- Name the parties and the main contact on each side
- Reference the master agreement it sits under, if there is one
2. Scope
What's included, what isn't, and what you rely on.
- List what's in scope
- List what's out of scope
- Write down the assumptions and dependencies
- List what the client must provide, and by when
3. Deliverables and timeline
Each deliverable described, with dates.
- Describe each deliverable specifically enough to check it
- Set milestones and dates
- Schedule review points with the client
4. Acceptance and changes
Agree how work is signed off and how changes are handled.
- Write acceptance criteria for each deliverable
- Set the review period and how sign-off is given
- Describe how change requests are raised, priced and approved
5. Fees and sign-off
The commercial terms are clear and the document is signed.
- State the fees and the payment schedule
- State how expenses are handled
- Have it reviewed by whoever handles contracts on each side
- Get it signed by both parties before work starts
Who it's for
Who uses it
Agencies
Write SOWs that prevent scope arguments.
Freelancers
Check nothing is missing before sending one.
Buyers
Review a supplier's SOW against a complete list.
Good to know
What to consider
- This is a checklist for producing an SOW, not legal advice or a contract template.
- Have the final document reviewed by whoever handles contracts.
Questions
About the Statement of Work Checklist
Is this a legal template?
No. It's a step-by-step checklist of what a statement of work should cover. The wording and terms should be reviewed by whoever handles your contracts.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
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