Scope of Work Builder Template

Fully editable with custom branding and templated offering.

Scope of Work Builder 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.

Scope of Work Builder Template

Fully editable with custom branding and templated offering.

Scope of Work Builder 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

Planning your dream construction projects or just doing your homework before you talk to your project manager?

Well, you are in luck because we will show you how to create a good scope of work, covering every important detail of your project. Remember, a well-drafted scope of work document is vital in helping you bring your construction project (just as you envisioned it) to life.

Note: If you need a free scope of work template, try Bonsai's software. Easily customize the relevant details and send them off to clients to begin landing more deals. Claim your 14-day free trial here.

Introduction to Construction Scope of Work?

The scope of work is a part of the "Statement of Work" that outlines project goals and describes how you will accomplish them. It’s a separate document that is attached to the construction agreement. Both “Scope of Work” and “Statement of Work” are abbreviated as “SoW”, but they are completely different things.

It’s Importance

This document makes an important portion of contract document which defines the work included in the construction project. The sow template sets clear expectations for both parties (helping project managers and owner stay the on same page), covering responsibilities, milestones, etc.

Who is Responsible for Creating This Construction Document?

In most cases, the construction team does the heavy lifting for creating the plan, they have the scope of work builder template available to speed things up.

Although the project’s owner has the final say,  the contractor or his team  translate the owner’s requirements into deliverable milestones and create the construction scope.

Protect Your Interests

Call your lawyer and manager, and have your lawyer review the simple scope before you sign it

Residential vs. Commercial Construction Scope of Work

If you are wondering what is the difference between Commercial and residential construction scope of work? Well, there is no difference, except for the type of construction, and scale of additional resources. Apart from these, both of them remain almost identical.

Outlining a Good Contractor Scope Work Template

We will mention every minor detail you need to create a well-drafted work template for commercial or residential construction scope

Project Overview

There is a brief introduction at the start of scope of work. It summarizes the project and helps the reader learn about this specific project, who is involved, its work checklist, and the critical objectives that will help complete it. 

Avoid Confusion in Construction Scope

Clear wording and terminology are the keys to avoiding disputes, claims, and litigations with project managers down the line.  So, use words everyone can understand, including terms used for each party and the agreement itself. Avoid industry jargon or abbreviations.

Project Purpose

This second section details the reason why you commenced this project. It’s an outline of the project objectives and the purpose of the project. Project purpose helps the reader understand why this project is important to you.

Project Scope

The most detailed section of the construction scope covers how you plan to accomplish the task list given in the project description. All the tasks are broken into smaller ones within the project timeline to help complete them quickly.

Depending on the scale of the project itself, this section may contain detailed technical details or a Work Breakdown Structure (WBS) which visualizes individual tasks and helps make this section digestible.

More Minor Details of the Construction Projects

You better mention every specific project or work requirement on expected outcomes, including the equipment, certifications you expect the team to have, or security clearances for workers.

Also, mention the job location of your construction work. It clarifies whether the project’s in a remote environment or will you meet on-site so your team can complete this project.

Milestones and Deliverables

Apart from detailing the tasks, the construction scope of work also includes “Milestones” to define project deliverables. It breaks down the project objectives into manageable chunks and helps workers reach their assigned goals on time. Don't forget to mention milestone dates for all the work for your project work.

Schedule and Timeline

A timeline covers task due dates, project’s deadlines, and when you should check up on the project’s progress.

Once you have cleared your milestones and assigned them, it’s time to schedule dates and deadlines. Speak with your contractors to understand how much time each milestone will take to complete, and set accurate timelines accordingly.

The timeline you set should be tentative to let the workers make adjustments according to their convenience (to some extent).

Standards and Testing

If there are any industry standards you wish to apply for, list them (and explain) here. This way, the scope of work document will refer to all test stages you expect to pass to complete the project successfully. Every testing stage should include information about who is involved in the project, requirement resources, equipment, and at what stage the testing will commence.

Your Definition of Success

When creating the standards or testing section, do mention your definition of success, including everything that makes the project or a millstone help pass the test.

Management and Administration

Define the administrative procedures of your project including how you will handle any change in work requirements, when or how you will release payment, etc. You better answer these questions here, along with giving any other vital contract or legal requirement in your contract.

Payments Details

Everything related to costs associated with the project goes here on scope of work templates. Mention everything from the outside expense, resources, material, equipment, location, and labor cost to the payment schedule, and mode of payment here.

Write down the payment structure including upfront, milestone, and successful deliveries. You may need to coordinate with a lawyer and your contractor for this.

Contractor’s Signature

This part only consists of a few lines saying the contractor agrees with what is expected from them or their team and will deliver the project deliverables within the given deadlines (according to your requirements).

Other Details

If you overlooked or missed any important aspects in work documents like travel expenses, payment terms, security concerns, restrictions on hardware or software, testing or support after completion (from a project management point of view), you can mention it here with a dedicated section. Once again, speak with your lawyer and contractor for their input.

What If You Need to Make Some Changes During Construction?

Making changes once the work template is signed and the work process has started usually leads to issues. Therefore, as we discussed before, it’s better to leave a “Changes” section empty (don’t cross it out) in the Scope of work document. It helps make changes without creating much disruption.

Claim your “Free Construction Scope Work Template” here.

Frequently Asked Questions
Questions about this template.

How do you write a project scope for a construction project?

Include on a document the review of the blueprints, project charter/schedule, the reason for the project, summary of the services, cost estimates, project requirements and acceptance guidelines. You could also try Bonsai's free template to quickly customize and send off. Attorneys approve our templates so you'll be protected.

Who writes the SOW?

The client typically writes the SOW, however, authors vary. A project manager or independent contractor may also produce this document.

What is SOW format?

This legal document usually follows the format of defining the scope of work between a contractor and a client. It'll include the details of the relationship and cost. Bonsai's free pre-made templates have the correct format and structure. All you need to do is edit it and send them off