Consulting Scope of Work Template

Fully editable with custom branding and templated offering.

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

Trusted by 500,000+
business owners
Table of contents

What is a consulting scope of work?

A Scope of Work or SOW is a document that shows how a project will be executed through specific activities, timelines, deliverables, and tasks. A professional who wants to streamline their work process can use SOW.

It works great for consultants who want to show their ideas and way of working to their clients before they start the project. As a consultant, you can create a digital SOW that will act as a portfolio that you can use to win new clients and showcase your style.

An SOW also offers crucial legal protections for you and your client. Although most people associate SOWs with bigger company projects, they are equally crucial for small businesses. In fact, SOWs can help any consultant working with a client on a project with a deadline and specific price.

It puts the foundation for any consultant-client relationship. This document- whether digital or physical- helps decide and set limitations, outlines payment terms, and provides guidelines for measuring and analyzing results and performance with a client. With SOW, a solutions architect or consultant offers a positive start to your working relationship with your customer and avoids misunderstanding and ambiguity in the process.

Why is a scope of work important for consultants?

The primary objective of SOW is to break down the client’s vision and goal into concrete details. Consider SOW as a critical communication to get approval and discuss consulting project expectations, roles, and objectives that keep you and your client on the same page. When writing and designing an SOW, it’s imperative to consider the slightest details of the project because your client as well as you need to sign the document. This makes it a contractual obligation for both parties.

With your experience, you may already know that client disagreements can occur without any reason. They can pinpoint issues in any project, even on the steps and ideas they have agreed to. A comprehensive and clear SOW can outline ideas, methods, and processes to prevent disputes if they arise, allowing a seamless work process and reducing the risk of frustration.

For instance, some clients can also ask for changes, additions, or deliverables in a task, leading to scope creep over time. But you don’t need to face all these problems if you have an SOW. If they request any changes that are not present in the SOW, then you can discuss a new plan, timeline, and budget to incorporate additional tasks into the project.

These documents can also help avoid billing problems. You need to include payment information, such as methods, project costs, and due dates so that your client doesn’t delay payments and you can hold clients accountable. Keep in mind that the contract has your client’s signatures, and they are agreed to permanent conditions.

When creating a scope of work, you need to keep the following things in mind to set the tone and style for the document:

  • Be Specific - Write all the terms in detail with clear words.
  • Add Visuals - Your consulting SOW should have images; if you are preparing a digital SOW, you can also add videos. Note that the graphic is worth of thousand words.
  • Get Sign-Offs - This allows you to ensure that you and your client agree to the work.

Creating an SOW is not difficult, but you must be careful. Also, you need to focus on your work and ensure you don’t get catch-up with paperwork when you already have so much to do.

How do you define the scope of a consulting project?

The scope of the consulting project is no different than other SOW. However, they have more images and graphs relative to others because of the nature of the project. consultant services involve decorating, revamping, and improving spaces.

It contains small details to make the project aesthetically pleasing and attractive for spectators. Also, the design is based on the client’s vision, which can be anything. Therefore, you need to have examples and ideas in front of you to ensure what your clients want. Keep in mind that you can’t change the space once you complete the project. You and your client need to be clear from the beginning so that the outcomes are just what your client has imagined.

By developing SOW at the begging of the work, you can use it to discuss and manage expectations. Although the content of your scope of work depends on the type of project, your service, and clients’ requirements, you will need to include the following things:

  • The purpose of the work
  • The work that needs to be performed
  • The work that does not need to be performed
  • Roles and responsibilities
  • A process for change orders
  • A timeline for work
  • Payment terms
  • How performance will be measured

If you plan to use the SOW as a portfolio, you must create it according to your services. Add your services and your previous work example under it. Provide detailed information about what things will be included in these services.

You also need to add the rules and regulations of your way of working to give prospective clients an idea about your policy. Make sure to add your goals and visions for the business to show how devoted and immersed you are in work. As a consultant, you also need to incorporate your successes in the SOW, like awards and bigger projects. Add payment terms and a timeline you usually follow for consulting projects if possible.

What not to include in a consulting scope of work

The scope of work should not include anything you and your client have not discussed and agreed upon. You can’t add reports, images, flows, diagrams, or anything your client hasn’t approved. Also, you should not incorporate what your client has refused, such as products to use, methods for the project, policies, and other things.

Remember that the SOW should be easy to understand, have a good tone, and have detailed information. Therefore, it should not have any fluff that can confuse your client. Don’t use industry jargons that are hard to understand. Also, avoid using complex sentences that don’t give a clear idea. Complex design examples should also be avoided that give confusing messages.

For instance, if you are creating a project timeline or report. You should avoid adding any visuals or details of anything you are unsure about. If you are not 100 percent sure to add anything to the design, don’t add it in the SOW to avoid confusing the client. They might believe that you will give them the same design in the decided cost and timelines, leading to conflicts in the future.

What are the four components of a scope of work?

The scope of work has four components that the project expert or consultant provides. These components help you ensure the client’s expectations are clear and agreed upon. It also helps you and your team to do things according to a plan. Here are the components that SOW should have:

1. Milestones

This is the most important thing you need to add to the SOW is milestones. What are the major phases or milestones of the project that you measure progress by and that you can track? When does it need to be finished? When do the projects need to start and conclude?

Determining each phase of your project will help you choose steps and techniques based on your desired result. Milestones also help you progress towards your desired outcomes with a smooth process. It is a benchmark that encourages you to work hard to achieve your goal. You also need to decide how much you will charge for each milestone as you move to the next step.

2. Reports

You also need to add reports in your SOW that include the status of the project, methods and processes that you will use, products and services that will be included in the project, and the approach you will take for the work. The report will give a clear idea about your problem statement. It also includes the issues you might encounter and what you will achieve from the project.

The thing that needed to be done to finish the project will also come in a report. Don’t forget to mention your terms and conditions and requirements for the project. When writing the project report, make sure to consider the points discussed in the client’s meeting so that your client gets to agree to your SOW.

3. Deliverables

What do you need at the end of the task? Do you need to completely revamp the project or simply execute against the agreed upon scope? Do you need to provide reports, system diagrams or implementation tasks? You need to decide on deliverables to get a clear idea about the result of the project.

This is important not only for the consultant but also for the clients. It helps clients understand whether you have understood their perspective and approach and whether you will offer the outcomes that they are expecting. With deliverables, you can ensure that your client will love the end results of your hard work.

4. End products

This is an answer to your problem statement. Are you looking for a change or just improvement? What are your objectives and aim for the project? How will you measure and analyze the report? Knowing the end product you and your client are expecting is important. It gives you a path to complete the project successfully.

Try Bonsai consulting software for free for 7 days

Worried about how you will create an SOW? Is the thought of designing and writing your scope of work stressing you out? Well, don’t worry. We are here to help you. At Bonsai, we offer consulting software that you can use to create SOW efficiently. The best part is that we offer a 7-day trial, so if you don’t find it useful, you can always cancel your subscription to save money. So, if you are looking for guidance, look no further than Bonsai.

Frequently Asked Questions
Questions about this template.

Can you create digital scope of work?

Like any other document, you can create digital scope of work. You can create it on a Microsoft word document and then upload it online or use online tools to create one. Digital SOW is effective as it’s easy to send to clients and get quick feedback.

Do you and your client need to sign on SOW?

Signing on SOW is important for you and your client. This way, you and your client will adhere to the clause and information mentioned in the document. If you are using digital SOW, ask your client to sign it with digital tools, or you can deliver a hard copy to them and ask them to sign and send it back.

Can consultants use the scope of work?

Yes. The scope of work is ideal for consultants who want to succeed in the industry. SOW help to get optimal results and gain success in every project. This will also satisfy your clients and build brand awareness and recognition. As a result, you can ensure to compete with your competitors and succeed in the industry.