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Performance Agreement Template

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Have you recently won a freelance project? Well, you’re among the lucky freelancers whose proposals stood out amidst the stiff competition. So, first and foremost, congratulations for making it to that level. It’s a significant achievement in the freelance world, and you must be excited about it. Given that your proposal was chosen out of several others submitted by fellow freelancers, it means you’re the perfect match for the job. You can now flex your muscles and plan how you’ll help your client achieve their business goals.

However, this is just the beginning of the journey. There’s quite a lot you need to do before you set the ball rolling. Among the many things you need for the new project, a performance agreement template is at the core. For you to be successful as a freelancer, you need to work with a performance contract template. Those who begin working without one have ended up in serious problems.

The truth is, you’re meeting your client for the first time, and you don’t know a lot about them. As freelancer, you expect the client to pay you on time while you deliver the services required. Since both of you know exactly what’s required of you, it’s tempting to imagine that all will run smoothly. But that’s not the case. You may disagree along the way, and that’s why you need something to hold on at this time; a performance contract template.

As a freelancer, you must state clearly what your services entail, and set forth the terms and conditions upon which those services will be offered. But even as you do that, remember the performance contract template is between you and the client. So, ensure you take care of their interests, while at the same time making sure things are also fair on your side.

On your part, you need to highlight the limits of your services and how much you charge for them. The client relies on what’s stated in the performance contract template, and they’ll create their task based on the details provided. Therefore, it’s your duty as a freelancer to be clear on your work scope to avoid performing tasks that the client isn’t aware they should pay for. 

On the other hand, a client needs to pay your dues on time after completing the project. They know that too well, but you need to remind them through the performance contract template. Let the client know when you’d like to receive your dues and if there are any consequences of late payment. In that way, you’ll not have to disagree when you expect them to drop something in your account.

Performance Agreement Template
Image credits: sampletemplates.com

Here are tips to help you write a freelance performance-based agreement.

1. Be specific in the performance agreement template

When writing a performance contract template, avoid ambiguity. Be straight to the point, but don’t leave out necessary contract clauses. The language you use should be specific. The client needs something that they can understand.

Make sure the important points are well-highlighted so that the client doesn’t miss out on anything. Clearly highlight the roles and the responsibilities so that both you and your client know what you expect from each other. When outlining the roles, ensure they’re aligned to the client’s requirements. Keep in mind that a performance contract template is quite different from a proposal. Here, you’re supposed to talk about things you’re going to do.

You don’t want to find yourself in a situation whereby you’re doing more or less than the client expects. To ensure you’re performing the tasks as required, take time to read through the project details, before drafting your contract. There are several performance agreement examples from which you can borrow ideas. In case you’re stuck, you can also check samples done by other freelancers.

2. Clearly define your scope of work in your performance agreement template

The client is interested in knowing what you’re going to do for them. Therefore, the performance agreement should indicate the work you’re going to complete and how you’re planning to do it. At this point, you don’t have to use so many words.

Just highlight some of the key tasks you’re going to perform and let the client know by when you’ll complete the work. Usually, work with the client’s deadlines, but in case you feel it will take much longer to complete the task, just indicate that in the performance agreement template.

Performance agreement examples are supposed to cover your work scope and the limit of your services. You don’t want to perform tasks that the client isn’t willing to pay for. The good thing is that most performance agreement examples contain this section, and so you just have to include it in the contract. However, make sure your scope of work is in line with the project requirements so that the services you offer are relevant. 

3. Use simple plain English in the performance agreement sample

Although some legal terms are inevitable, try to make the language as simple as possible. Make sure the contract is easy to read and understand. Most clients won’t spend a whole day going through the contract. Probably, they may not even go through all the points.

Performance agreement examples should be straight to the point. They should be easy to read, and the client should understand the information therein at a glance. They need you to start work immediately, and, therefore, give them an easier time too.

Therefore, write in such a way that the client can easily pick out the necessary points. Of course, everything in that contract is important, but the reality is the client would like something easier to understand. So, just use simple English.

Performance Agreement Template Sample
Image credits: formsbirds.com

4. Use proper formatting in the performance agreement template

Just as you’d like clearly outlined roles and responsibilities, so does your client want a contract that they can easily go through. Apart from keeping it simple, ensure you use the correct format when writing a performance agreement example.

Usually, we have many samples online, and so, if you’re not sure how to go about it, just check the ones available online. Make sure the contract flows logically point after point. Where there’s complexity, consider using lists and bullets to break down the content. Again, make sure you use headings and subheadings where necessary.

The best performance agreement examples are those that follow the correct format. As a freelancer, you need to sound professional, and that should be reflected in the way you format your contract. As we mentioned earlier, you can check the samples available online to make sure your agreement template follows the correct format.

5. Outline the exempted services in your performance agreement

While in most cases the performance contract template is all about what you’ll be doing for your client, it’s also important to state the limits of your services. For instance, let the client know some of the services you won’t provide. This protects you from doing extra work that the client may not pay for. If you’ll be willing to do extra work, indicate that you’ll do it at a cost and include it in the agreement.

With these tips, you’re ready to write your performance agreement. Also, check out the samples available online to make it better. 

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