Project Scope Of Work Template

Fully editable with custom branding and templated offering.

Project Scope Of Work Template

Fully editable with custom branding and templated offering.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Project Scope Of Work Template

Fully editable with custom branding and templated offering.

Project Scope Of Work Template

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Working in project management can be stressful. The project scope of work phase includes planning for the project overview defining and documenting a list of specific goals, tasks, costs, deadlines, and project deliverables. Working on multiple construction projects can lead to a hectic schedule for any project manager.

The busy daily project schedule of a freelance manager means it is important they keep efficient work documents. Having well-prepared, accessible documents will make their day run more smoothly, without unnecessary delays.

Use A Project Scope Of Work Template

Having a pre-made scope of work template can take the hassle away of creating one less new work document every time you need to bill a client. Instead of having to produce a new  each time, you can save time and effort by using a scope of work template.

Once the sample template has been created, you simply need to spend a little time entering the project  details before sending the form. It takes little time or effort to use scope of work templates as part of the new client process.

You can even save the majority of the data you need to provide and easily access it later. This will save you even more time.

Why You Need Pre-Made Scope Of Work Templates

When choosing a scope of work template, it's important to consider how well it complements the branding of your company.

You can create a free scope of work template, using software like Microsoft Docs and Excel. These applications are inexpensive and simple to utilize. However, when using them, you should consider the quality of the SOW template you will produce.

Sometimes they come off as cheap and unprofessional. As a project manager, you'll want to project a strong sense of professionalism while scoping for work.

Automate it with scope of work template software

When writing a professional-looking scope of work you will want to make it as customizable as possible. Using statement of work generating software can help you achieve this as well as having other features to help speed up your client signing process. Our templates make a great scope of work example for you to reference when you are pitching for a new construction project.

Note: Bonsai is currently the top software for creating proposal, contract and invoice templates. You can create a professional project scope of work templates. You can use Bonsai to simplify your business by using the multiple tools available. Try a free sign-up available today.

Scope of work document information

Once you've decided how to create your scope of work template. Make sure to create a detailed document.

Here are some of the important details you should include on your statement of work:

Company information

The first column heading on your invoice should include information about your company. This includes details like your company name, address, contact info (such as phone number and email address), and more. You could want to mention your company's website if it exists.

Scope Of Work Deadlines / Project Goals

On your scope of work document, you must assign dates or deadlines to the services that are to be delivered on the template sheet before printing. Having project milestones and dates for deliverables will also keep you accountable for staying on track with the task list.

Project Management Statement Of Work

Here you should describe each service you provide for each construction project. Every service should have its own line to make it clear. As a project manager, you may charge your client per hour for your services. Any other services provided you will want to include here.

If you are working at different locations for a client ensure you enter the job location for each service provided. Include technical details and project specifics.

Once you have entered all of the services you will need to total up the overall expense of the assignment.

Additional Charges

If there are any more items utilized in your services, you must note them on your itemized list. Including any fees for extra services.

For example, if you have priced scoping a job out for a certain amount of hours and your client changes the scope of the work. You must add this charge for your additional services.

If you do this it may make it clear to put it in a different section to draw the client's attention. By doing so, you may avoid any misconceptions and helps to keep the client on the same page.

Breakdown Of The Gross/Net Totals

You should first of all show how much the Gross total is. This will be the sum of all services, labor, and material charges.

Once you have shown this the tax can then be added on top of the gross amount. This will give you the Net amount. By showing them separately, you can show the client how the charges are added up.

Apply any discounts you wish to give your client before including taxes, to the gross amount. By giving a discount on the gross rather than the net total, your client will save money.

Payment Details

Ensure that the payment terms you specify in your scope of work template are reflected in it. Both of you will benefit if you offer a range of payment choices to your customers. Whichever option is most practical for them can be chosen. This will speed up payment to your business.

Cash, bank transfers, and credit/debit cards are a few possible payment options.

You may also include any incentives you want to provide for paying early. Along with any late payment penalties that could be imposed after the deadline.

Bonsai's Project Management Software

As a manager in charge of running and scoping out projects, you will want to give the highest impression of your company as possible. Having high-quality work templates for each area of your business can not only make your business look more professional but can streamline the process for you.

When choosing to create a quality proposal, contract, scope of work or invoice template, Bonsai is the highest-grade freelancer tool available today. Using This software will allow you to customize your scope of work needs and give it a personal touch. Our pre-made templates have all the information you need for a proper statement of work document.

Bonsai has been used by over 500,000 different entrepreneurs and small business owners in a number of different ways. There are many additional features on Bonsai to help run your business more smoothly and even expand if you are looking to. Here are some of the features they offer:

Time Tracking

You can use Bonsai to keep track of every hour you work in the day.Our architect time tracking software will come in handy when you are working on multiple projects and easily lose track of what time you have spent on which ones. This feature is available across all devices to you. You can add tasks that have been completed accompanied by notes for each one.

Automatic late fees

When creating your next invoice, use smart invoicing to automatically email you read receipts, remind your client to pay, and impose a late fee. By having these processes run automatically, you can save a heap of time and hassle. In addition to saving you time, it also gets rid of human error.

Fast, automated workflow

Bonsai offers unique SOWs for every sector imaginable. You can rapidly create, modify, and distribute professional scope of works with Bonsai. With these tools at your disposal, you can save a lot of time. You can use and modify a ready-made template for your scope of work business to suit you perfectly. This means you won't be using a generic invoice template that isn't relevant to you.

Partial payments

You can use bonsai to get paid in part for work that is only partially finished. Any invoice for a project can be divided in any way that is most advantageous for you and your client. This may benefit your client as much as you, and it may help your business keep a healthy cash flow.

You may choose to get paid in stages when specific tasks are complete. Or get paid in full after successful completion for expected outcomes.

Frequently Asked Questions
Questions about this template.

How do you write a project scope of work?

Include on a document an intro, project scope of work, task list, deliverables, time frame, project management plan, scope of work and price. You can also customize one of Bonsai's pre-made templates. The structure and all the reference material is there, you just need to personalize the project to your requirements.

What is a scope of work template for construction?

wA formal SOW document can be created using a construction scope of work template provided by Bonsai. An SOW template can be customized by contractors and clients for a particular project and may include a project summary, action items, schedule, and cost information.

What is scope of project with example?

Keep in mind that project scope is a technique to describe the parameters of your project as well as its primary goals, resources, and deliverables. If there is anything else that could affect those factors, such as the schedule, costs, or boundaries for your project,