Creating a Scope of Work (With Template and Sample)

When hiring a professional service to achieve your business goals, it is important to understand how to communicate your needs and clarify terms and conditions. Read further to learn more about a scope of work and how to write one of your own.

 

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What is a scope of work?

A scope of work is a contractual document that businesses compose to outline each aspect of a project and how it will be completed. Typically, a scope of business summarizes each task that the issuing party expects a vendor to complete, as well as the budget they have to spend, the roles needed to complete the project and the expected outcomes of the project.

 

Components of a scope of work

Here are typical components of a scope of work according to projectmanager.com:

  • Requirements
  • Scope Statement
  • Work Breakdown Statement (WBS)
  • WBS Dictionary
  • Roles and responsibilities
  • Deliverables
  • Sponsor acceptance
  • Scope control

 

Scope of work template:

Follow the guided list of steps inspired by projectmanager.com to figure out how to write a scope of work for your business:

 

Template

Here is one way to organize a scope of work document inspired by templatelab.com to give you inspiration for your own:

                                                                    Scope of Work

                                                         [Insert project name, here]

                                                                 [Month, DD, YYYY]

Scope Statement:

[Include a short summary describing the project at hand and the overall purpose of the project]

Work Break Down Statement:

[Introductory statement reiterating the overall goal of the project in question]

ID Tasks Start End Budget
##  Task 1 Month. ## Month. ##  $#
##  Task 2 Month. ## Month. ## $#
##  Task 3 Month. ## Month. ## $#
##  Task 4 Month. ## Month. ## $#
      Total:  

WBS Dictionary:

Here is a detailed explanation of the contents of the WBS table for the [Insert project title here] project:

[Insert ID #1] – [Task name]

[Detailed description of the required task and what is needed to complete it]

Task owner(s):

  • [Name or title of person(s) responsible for overseeing the completion of the task]
  • [Name or title of person(s) responsible for completing the task]

[Insert ID #2] – [Task name]

[Detailed description of the required task and what is needed to complete it]

Task owner(s):

  • [Name or title of person(s) responsible for overseeing the completion of the task]
  • [Name or title of person(s) responsible for completing the task]

[Insert ID #3] – [Task name]

[Detailed description of the required task and what is needed to complete it]

Task owner(s):

  • [Name or title of person(s) responsible for overseeing the completion of the task]
  • [Name or title of person(s) responsible for completing the task]

[Insert ID #4] – [Task name]

[Detailed description of the required task and what is needed to complete it]

Task owner(s):

  • [Name or title of person(s) responsible for overseeing the completion of the task]
  • [Name or title of person(s) responsible for completing the task]

Roles:

[Introductory statement outlining the overall roles needed to complete the project]

  • [Role 1]
  • [Role 2]
  • [Role 3]

Deliverables:

Conclusion and Signatures:

By signing below, I hereby confirm that I have reviewed the terms of the above document and I have the resources necessary to complete the project in question.

Signature:

Date signed:

 

Scope of work example

Example

Here is an example of a scope of work document for an event planning company, using the above template:

                                                                   Scope of Work

                                                         [International Food Festival]

                                                                 [January, 03, 2020]

Scope Statement:

Plan and execute an international food festival in the Rockville area during the month of June, 2020.

Work Break Down Statement:

We have allotted the following tasks to be completed within the timeframe and budget included below:

ID Tasks Start End Budget
1.0 Survey and choose venue  Jan. 15  Feb.15 $10,000
2.0 Contact and confirm food vendors and entertainment  Feb. 16  May 05 $20,000
3.0 Hire event staff  March 10  April 25  $10,000
4.0 Market event to public  Jan 25  June 01  $5,000
      Total:  $50,000

WBS Dictionary:

Here is a detailed explanation of the contents of the WBS table for the International Food Festival project:

ID 1.0 – Survey and choose venue

To review local event venues in and around Rockville by Feb. 15, 2020, choose one for rent at $10,000 or below and make a security deposit to secure it.

Task owner(s):

  • Senior Event Planner

ID 2.0 – Contact and confirm food vendors and entertainment

Research food vendors who specialize in cuisine from all over the world and look for international entertainment. Contact, negotiate pricing and send out contracts.

Task owner(s):

  • Event Planner Assistant
  • Vendor agent
  • Budgeting specialist

ID 3.0 – Hire event staff

Create a list of positions needed for set up, clean up and customer service. Write job descriptions for each, interview and select candidates.

Task owner(s):

  • Event coordinator
  • Talent recruiter

ID 4.0 – Market event to public

Ensure public knowledge of the event by implementing print and digital marketing tactics up until, and during the festival.

Task owner(s):

  • Marketing manager
  • Marketing specialists
  • Content creators

Roles:

Here is a list that outlines the roles needed to complete the project:

  • Event Planner
  • Event Coordinator
  • Vendor Agent
  • Talent Recruiter
  • Marketing Manager
  • Marketing Specialist
  • Content Creator

Deliverables:

  • Recruit at least 20 food vendors
  • Recruit at least 10 entertainers
  • Choose a venue with multifunctional spaces
  • Provide a fun and engaging event for Rockville residents
  • Increase engagement with the Rockville International Society by 15%

Conclusion and Signatures:

By signing below, I hereby confirm that I have reviewed the terms of the above document and I have the resources necessary to complete the project in question.

Signature: Rockville Events and Catering

Date signed: January 05, 2020

 

Frequently asked questions about scope of work

 

What is a scope of work in construction?

According to designingbuildings.co.uk in construction, a scope of work is a contractual document that clients draft for construction companies that outlines the type of work they need them to complete over the duration of their contract. Clients can adjust the scope of work to accommodate changing needs or professional advice from the construction crew.

 

Who provides the scope of work?

According to Planio, the scope of work is typically written and provided by either the client, contractor, vendor or agency.

 

Is a scope of work a contract?

Yes a scope of work is a contract used to define the terms of a project between two or more parties.

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