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Statement Of Work Template (Consulting): Use This For Managing Projects

By Michael Zipursky
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Do you need a statement of work template for your consulting business?

You just won a consulting project.

Now, the real work begins.

Either your client requested a statement of work and wants to review it before the project starts — or you want to create one to make managing the project easier.

In this post, we’ll provide you with a simple statement of work template that you can use for your consulting projects.

Let’s dive in.

What Is A Statement Of Work For Consultants?

A statement of work is a document used to describe what will be done in order to complete a consulting project. In some cases, a statement of work is included in your consulting proposal. In some cases, it can also serve as a contract.

As a consultant, you are often managing the projects you are delivering. By writing a statement of work, the project is easier to manage.

In your statement of work, you’ll write the deliverables (and their due date), expenses, the scope of work, and more (see the template below for the full list).

It organizes the key aspects of a project into a 1-2 page document. Thus, your statement of work should make both you and your client’s lives easier.

In our Clarity Coaching Program, some of our clients use statements of work, and some don’t. Whether or not you use one depends on the nature of your services and your relationship with the client. They are not required.

Statement Of Work Template For Consultants

Here’s our statement of work template for consultants:

google sheet statement of work template for consultants

>>> CLICK HERE TO ACCESS THE TEMPLATE

(NOTE: This template is inspired by a spreadsheet found on SmartSheet)

It’s a Google Sheet that you can take, tweak, and make your own. Click File > Make A Copy to save it for yourself.

The statement of work template breaks down into 6 different sections.

1. Organization

In this section, you’re simply organizing the basic details about the project: the client’s name and contact information as well as your own.

You’re also writing the date and the author of the statement of work.

This makes it easier for all project stakeholders to contact you or the client whenever it’s required.

NOTE: Writing a statement of work can eat up your time, so it’s best to systematize and delegate them as soon as possible. Therefore, it’s a task you should outsource to someone on your team. We talk more about this in our article on Strategic Growth: From Solo Consultant to Building A Team.

2. Project

In this section, you’re summarizing the project details: the name of the project, your client, and the purpose of the project.

The “purpose” of the project is why you’re doing it and the results and value you intend to create with it.

This section reminds stakeholders about the “why” — why this project is being done for the client.

3. Deliverables Schedule

In this section, you’re listing out the project deliverables and the estimated date of their completion.

For many full engagement consulting projects, you’ll break them down into “mini-projects”: the deliverables. By listing them and assigning a due date to each one, you ensure that you and your client are on the same page.

This section gives you a schedule to work with. It gives your clients an idea of what they can expect and when. And it helps keep the project organized and progressing at the right pace.

4. Investment

In this section, you’ll write the investment and total costs for the client. This is what your client is investing in to get the results they desire.

You’ll include investments like contractors, budgets for specific items, software, etc.

This section also sums the costs for each investment and shows the total cost for the project.

5. Business Terms / Conditions

In this section, you’ll write the terms and conditions for completing the project — and additionally, the terms and conditions for the termination of the project.

Here’s what you’ll include in this section:

  • Duration of Services: Write how long you’ll engage with the client in this project.
  • Terms of Payment: Write when you’ll be paid and how.
  • Expenses: Write the estimated expenses for the client.
  • Mileage / Travel: If applicable, write the estimated cost for flights to visit the client onsite.
  • Place of Inspection and Acceptance: Write how the work will be reviewed and accepted.
  • Contract Modifications: Write how and why the contract might be modified during the project.
  • Confidentiality: If applicable, write the terms of confidentiality for the project.
  • Termination: Write the cause for termination in this section.

For examples of each, view our sample consulting statement of work template.

6. Authorization

In this section, both you and the client sign the statement of work.

By signing this section, it can also serve as a contract (if that’s something you and your client agree on).

This section commits you and the client to the work described in the statement of work.

Next Step: Set Up Your Statement Of Work

First, recognize you might not need to use a statement of work.

Although it helps with organization and project management, it does add extra work.

For example, you might not need to use a statement of work if your project is a simple consulting retainer.

But if you’re doing ROI-based pricing where you’re getting paid based on the results you create, this statement of work template can help assure you get paid your fair share.

If you or your client would like to use a statement of work, use our template.

Add or delete sections until you make one that works well for you.

If you’d like more templates, best practices, and guidance on how to grow your consulting business, apply for Clarity Coaching here.

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