{"id":23777,"date":"2020-07-27T10:52:48","date_gmt":"2020-07-27T10:52:48","guid":{"rendered":"https:\/\/www.process.st\/templates\/statement-of-work-sow-process-template-checklist\/"},"modified":"2024-02-29T02:31:50","modified_gmt":"2024-02-29T02:31:50","slug":"statement-of-work-sow-process-template-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/statement-of-work-sow-process-template-checklist\/","title":{"rendered":"Statement of Work (SoW) Process Template Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v3lRdOzErkcy8ULZaHFKRQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v3lRdOzErkcy8ULZaHFKRQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-blockquote\"><em>80% of organizations spend half their time on rework<\/em> - <a href=\"https:\/\/financesonline.com\/\" rel=\"nofollow noopener\" target=\"_blank\">FinancesOnline<\/a>, <em><a href=\"https:\/\/financesonline.com\/35-essential-project-management-statistics-analysis-of-trends-data-and-market-share\/\" rel=\"nofollow noopener\" target=\"_blank\">94 Essential Project Management Statistics<\/a><\/em><\/p>\n<p>Why organizations spend so much time on rework? Because projects lack clearly defined objectives and deliverables.<\/p>\n<p>How do organizations develop clear objectives and deliverables, and therefore avoid costly, inefficient re-work?<\/p>\n<p>By creating a detailed Statement of Work (SoW).&nbsp;<\/p>\n<p>A detailed Statement of Work (SoW), when created properly and signed by both parties, can be used as a single source of truth for the whole project team and can be referred back to, over the course of the project.<\/p>\n<p>It should determine what\u2019s in scope and included within the original project cost, and what\u2019s not in scope, and therefore needs to be paid for. <\/p>\n<p>Use this Statement of Work (SoW) process template checklist to create a structured Statement of Work (SoW) which will enable you to define exactly what\u2019s included within a project and what\u2019s not.&nbsp;<\/p>\n<p>Following this Process Street process means:&nbsp;<\/p>\n<ul>\n<li>You won\u2019t have to think about the structure and what should go into the document<\/li>\n<li>You won\u2019t need to worry about missing any key information<\/li>\n<li>You can catch silly mistakes<\/li>\n<li>You can make sure you include the right level of detailed information <\/li>\n<\/ul>\n<p>Use this Statment of Work process template alongside the document you plan to send to the client.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>&nbsp;is&nbsp;<strong>super-powered checklists.<\/strong>&nbsp;It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a&nbsp;<a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist template<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">run individual checklists&nbsp;<\/a>for each member of your team. You can check tasks off as you work through them, set deadlines,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">add approvals<\/a>,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign tasks<\/a>, and&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\">track each team member's progress<\/a>.<\/p>\n<p>You can also&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\">connect to thousands of Apps<\/a>&nbsp;through&nbsp;<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>&nbsp;and automate your workflows even more.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-checklist-details\">\n<h2>Complete checklist details<\/h2>\n<div class=\"text-content\">\n<p>Start this process by confirming who is completing the checklist and when the SoW process will start, in the fields below.<\/p>\n<p>This will enable you to keep a record of the SoW you've created and allow people within your company to know who to contact if they have any questions or need any information about the SoW you are creating.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your company's name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Start date of the SoW process <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select the members of the project team and the key internal project stakeholder that will all need to approve the SoW before it goes to the client for signing.&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"planning-the-sow\">\n<h2>Planning the SoW:<\/h2>\n<\/section>\n<section id=\"confirm-client-details\">\n<h2>Confirm client details<\/h2>\n<div class=\"text-content\">\n<p>The next stage is start to planning what you will include in your SoW.&nbsp;<\/p>\n<p>First, confirm who the client is, where they work, and what their contact details are, in the fields below, so that you have a record to refer back to at any point.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client contact number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client organization <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-project-details\">\n<h2>Confirm project details<\/h2>\n<div class=\"text-content\">\n<p>Next, confirm the project name, objectives, cost, and deadline so you have a record and people accessing this checklist understand what project you are creating a SoW for.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project objectives <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project cost <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Project deadline <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-your-document\">\n<h2>Create your document<\/h2>\n<div class=\"text-content\">\n<p>Now you have confirmed the clients and projects basic details, it's time to create the SoW document and structure.<\/p>\n<p>First, make sure you do the following set-up tasks:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Decide what document authoring tool you will use\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create a new document\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Name it\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Save it\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add the location \/ URL of your document in the field below\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>Top tip: <br \/>Word or Google Docs would be a perfect tool to use for your SoW.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-your-structure\">\n<h2>Plan your structure<\/h2>\n<div class=\"text-content\">\n<p>Now you have your document open, ready to go, it's time to start thinking about what you're going to include in it.<\/p>\n<p>It's important to plan this, <em>before<\/em> you start writing it, to make sure you think about everything you need to include and don't leave any important details out.&nbsp;<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>This template follows a common SoW structure but you can change the structure and sections of this SoW template to fit the project you are working on. <\/p>\n<p>Add new sections, or edit and remove redundant ones by following<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-adding-form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> these instructions<\/a>.<\/strong><strong><\/strong><\/p>\n<p>Start by brainstorming and writing what you want to include in each section, in the fields below.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the overview <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the scope of work <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the deliverables <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the standards <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the testing <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the assumptions (ie. what's not included) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the payment <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What you will include in the closure <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"create-a-title--contents-page\">\n<h2>Create a title &amp; contents page<\/h2>\n<div class=\"text-content\">\n<p>Once you're happy with your plan and structure, add the titles of each section to your document:&nbsp;<\/p>\n<p><strong>1. Overview&nbsp;<\/strong><\/p>\n<p><strong>2. Scope of Work&nbsp;<\/strong><\/p>\n<p><strong>3. Deliverables&nbsp;<\/strong><\/p>\n<p><strong>4. Standards&nbsp;<\/strong><\/p>\n<p><strong>5. Testing&nbsp;<\/strong><\/p>\n<p><strong>6. Assumptions&nbsp;<\/strong><\/p>\n<p><strong>7. Payment<\/strong><\/p>\n<p><strong>8. Closure<\/strong><\/p>\n<p><em>(if you have created your own sections, add these to your document instead)<\/em><\/p>\n<p>Then create a contents page.<\/p>\n<p class=\"style-info\" style=\"text-align: center;\"><strong>You should be able to do this automatically, depending on the document authoring tool you're using.&nbsp;&nbsp;<\/strong><\/p>\n<p>Next create a title page, containing the following information:&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Your company name\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Your name\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The name of the project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The date\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Your clients' name\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Your client's company\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>So it might perhaps look a little like this:&nbsp;<\/p>\n<h4 style=\"text-align: center;\">{{form.Your_company's_name}}<\/h4>\n<p style=\"text-align: center;\">Is working on the following<\/p>\n<h3 style=\"text-align: center;\">{{form.Project_name}}<\/h3>\n<p style=\"text-align: center;\">for<\/p>\n<h4 style=\"text-align: center;\">{{form.Client_organization}}<\/h4>\n<\/p>\n<p style=\"text-align: left;\">This document has been prepared by {{form.Your_name}} for {{form.Client_name}} on this date: {{form.Start_date_of_the_SoW_process}}<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"writing-the-sow\">\n<h2>Writing the SoW:<\/h2>\n<\/section>\n<section id=\"write-the-overview-section\">\n<h2>Write the overview section<\/h2>\n<div class=\"text-content\">\n<p>Now you have your document structure planned and sorted, now you can begin fleshing out the SoW. Starting with the overview section.&nbsp;<\/p>\n<p>This is what you planned to include in the overview section:&nbsp;<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_overview}}<\/strong><\/p>\n<p>The objective for this section is to confirm the purpose of the project.<\/p>\n<p>Make sure you thoroughly explain:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What the project is\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Why the project is happening\/why it's needed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What the project will achieve when it's completed\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\" style=\"text-align: center;\"><strong>Top tip: <br \/>Everything you write in this section needs to answer the question: <br \/><em>Why does this matter? <\/em><br \/>This will keep the objectives of the project useful, realistic, and achievable.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"write-the-scope-of-work-section\">\n<h2>Write the scope of work section<\/h2>\n<div class=\"text-content\">\n<p>The next section to complete, is the scope of work.&nbsp;<\/p>\n<p>This is what you planned to include in the scope of work section:&nbsp;<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_scope_of_work}}<\/strong><\/p>\n<p>The main objective of this section is to detail what work will be done, how and where the work will be completed, and who has the final approval over it.&nbsp;<\/p>\n<p>It needs to <a href=\"https:\/\/templatelab.com\/scope-of-work-templates\/#Before_Writing_Your_Scope_Of_Work\" rel=\"nofollow noopener\" target=\"_blank\">define the work that will be done<\/a>, and the steps that need to be taken to complete it.<\/p>\n<p>Make sure you:&nbsp;&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify each task that needs to be done to complete the project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Explain why each task is necessary\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm how each task will be done (include any materials, equipment, or software that you will use)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Define where each task will be completed (if applicable)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Establish when each task will be completed (make sure each task is displayed in a logical order)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm who will have final approval over each task\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"write-the-deliverables-section\">\n<h2>Write the deliverables section<\/h2>\n<div class=\"text-content\">\n<p>The next section to complete is the deliverables section.<\/p>\n<p>This is what you planned to include in the deliverables section:<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_deliverables}}<\/strong><\/p>\n<p>The objective of this section is to clarify what will be produced (key deliverables) and when it will be produced by (key milestones), and it usually includes a project schedule or timeline.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Define the amount of time that's needed to complete the entire project\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Establish what the key deliverables will be (describe them in detail ie. quantity, size, color, etc...)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      List the key deliverables against key milestone dates to establish what is due and when it's due\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create and add a top-line schedule\/timetable *\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\" style=\"text-align: center;\"><strong>*<em>Make sure your timeline\/schedule is flexible and protects you against delays, outside of your control (such as the client taking their time to sign the SoW). <\/p>\n<p><\/em><em>Be sure to also include activities such as the project kickoff, the review stages, and development &amp; testing time etc..<\/em><\/strong><\/p>\n<p>Upload your timeline\/schedule into the field below.<\/p>\n<p>You may need to refer back to the schedule\/timeline throughout the project (and even update it), so it's useful to have it here so you can easily refer back to it.<\/p>\n<p>Plus, being able to see and access the schedule\/timeline keeps the project stakeholders\/team informed and in the loop.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Timeline\/schedule <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"write-the-standards-section\">\n<h2>Write the standards section<\/h2>\n<div class=\"text-content\">\n<p>The next section to complete is the standards section.<\/p>\n<p>This is what you planned to include in the standards section:<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_standards}}<\/strong><\/p>\n<p>The main objective of this section is to describe the standards (eg. ISO 9001) that the project needs to meet, and confirm \u2018what good looks like\u2019.<\/p>\n<p>Upload any standards or guidelines that the project needs to follow in the field below, so the project team can refer back to these at any point during the project.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Standards \/ guidelines <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Summarize the standards and guidelines that the project needs to follow, in the field below (for everyone to see), and add this summary to your SoW document.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Standards \/ guidelines summary <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"write-the-testing-section\">\n<h2>Write the testing section<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qRQ8H0kt0yF7n0OxZgJFDg.png\" alt=\"Write the testing section\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qRQ8H0kt0yF7n0OxZgJFDg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/devops.com\/shift-right-testing-the-emergence-of-testops\/\" rel=\"nofollow noopener\" target=\"_blank\">Source<\/a><\/p>\n<p>The next section to complete is the testing section.<\/p>\n<p>This is what you planned to include in the testing section:<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_testing}}<\/strong><\/p>\n<p>The main objective of this section is to clarify what, how, and when testing will be carried out, to make sure the project meets the standards set in the previous section.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Establish what will be tested\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm when the testing will happen\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Describe how the testing will be done\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Detail where the testing will be carried out\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"write-the-assumptions-section\">\n<h2>Write the assumptions section<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tiS1rS8w3xz0o5liJB1Faw.png\" alt=\"Write the assumptions section\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tiS1rS8w3xz0o5liJB1Faw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.searchenginejournal.com\/content-brainstorming-techniques\/246941\/\" rel=\"nofollow noopener\" target=\"_blank\">Source<\/a><\/p>\n<p>The next section to complete is the assumptions section.<\/p>\n<p>This is what you planned to include in the assumptions section:<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_assumptions_(ie._what's_not_included)}}<\/strong><\/p>\n<p>The main objective of this section is to summarize what is and isn\u2019t included in the project.<\/p>\n<p>It's best to be crystal clear at this point exactly what the project will and won't cover. This should help you avoid any costly misunderstandings.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      List what the project will include (you can use the deliverables section to help you)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      List what the project will not include\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\" style=\"text-align: center;\"><strong>Top Tip: <\/strong><br \/><strong>This is when it becomes essential to brainstorm with the project team (and the client) about what will and won't be included in the project. <br \/><\/strong><br \/><strong>Try and think of every potential scenario and requirement that the client may want or need and decide if it will be included in the project, or charged as an extra feature.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"write-the-payment-section\">\n<h2>Write the payment section<\/h2>\n<div class=\"text-content\">\n<p>The next section to complete is the payment section.<\/p>\n<p>This is what you planned to include in the payment section:<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_payment}}<\/strong><\/p>\n<p>The main objective of this section is to confirm what the project will cost and is usually accompanied by a budget or payment schedule.<\/p>\n<p>The budget has probably already been created and approved for the project, so all you need to do in the SoW document is:&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      List out the payments\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Specify when the payments are due\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm how they will be paid\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Upload the confirmed and approved project budget into the field below, so everyone can refer to it when needed.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Confirmed project budget <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"write-the-closure-section\">\n<h2>Write the closure section<\/h2>\n<div class=\"text-content\">\n<p>The final section to complete is the closure section.<\/p>\n<p>This is what you planned to include in the closure section:<\/p>\n<p class=\"style-warning\"><strong>{{form.What_you_will_include_in_the_closure}}<\/strong><\/p>\n<p>The main objective of this section is to detail how the deliverables will be accepted, and who will deliver, review, and sign them all off.<\/p>\n<p>This section also makes sure all parties <em>sign<\/em> and date the document.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm who will deliver each deliverable\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm who will review each deliverable\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Confirm who will approve each deliverable\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure there is a section for you to sign &amp; date\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure there is a section for your client to sign &amp; date\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\"><strong>Top Tip:&nbsp;<br \/><\/strong><strong>You may have additional information about the project that doesn't fall into these SoW sections. To cover this, you can add an ''Other\" section. <\/p>\n<p><\/strong><strong>Do make sure you include it though!<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"reviewing-the-sow\">\n<h2>Reviewing the SoW:<\/h2>\n<\/section>\n<section id=\"upload-your-1st-draft-sow\">\n<h2>Upload your 1st draft SoW<\/h2>\n<div class=\"text-content\">\n<p>Now you have written your SoW, it's now time for the project team to review it and make sure they're happy with what's been agreed before it goes to the client.&nbsp;<\/p>\n<p>So, upload your 1st draft SoW into the field below, ready to send for approval in the next task.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> 1st draft SoW <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Upload your 1st draft SoW<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"make-changes--reupload-your-final-draft\">\n<h2>Make changes &amp; re-upload your final draft<\/h2>\n<div class=\"text-content\">\n<p>Now the team has reviewed it, they may have some feedback or changes.<\/p>\n<p>Add this feedback into the field below, so you have a record of what's changed and make these changes to your first draft.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Team feedback for 1st draft SoW <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\" style=\"text-align: center;\"><strong>A word of warning! <br \/><\/strong><br \/><strong>Depending on the feedback you have received from the project team, you may need to repeat this process and update a 2nd, 3rd, or even 4th draft of the SoW.<\/p>\n<p>You need to follow this process until the team is happy that the document accurately reflects the work they are to complete. <\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Re-upload your final draft SoW so it can be approved by the key internal project stakeholder in the next task.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Final draft SoW <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-2\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Make changes &amp; re-upload your final draft<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-to-client\">\n<h2>Send to client<\/h2>\n<div class=\"text-content\">\n<p>Now the SoW has been approved by the project team and the internal project stakeholder, it's now ready to send to the client.<\/p>\n<p>Below is an example email of what you might send to the client once the SoW is ready to send.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-changes--resend\">\n<h2>Make changes &amp; re-send<\/h2>\n<div class=\"text-content\">\n<p>The client will undoubtedly have questions and possible changes they want to make to the agreement. <\/p>\n<p>List them below so you have a record and update the SoW accordingly.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client SoW feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Re-upload the final version of the SoW into the field below and send it back to the client for approval, using the email template below.<\/p>\n<p class=\"style-danger\" style=\"text-align: center;\"><strong>Repeat this process until the document,ent has been approved by the client.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Final SoW version <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-client-approval\">\n<h2>Confirm client approval<\/h2>\n<div class=\"text-content\">\n<p>Before you move any further forwards, you must have received approval for your SoW from the client.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Has the client approved the SoW? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"make-changes--resend-2\">\n<h2>Make changes &amp; re-send<\/h2>\n<div class=\"text-content\">\n<p>List the client feedback below so you have a record, update the SoW accordingly, and resend to the client.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Client feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-client-approval-2\">\n<h2>Confirm client approval<\/h2>\n<div class=\"text-content\">\n<p>Before you can move forwards, your client must have approved the SoW changes you have made.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Has the client approved the revised SoW? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"signing-the-sow\">\n<h2>Signing the SoW:<\/h2>\n<\/section>\n<section id=\"sign-final-sow-and-send-to-client-for-signing\">\n<h2>Sign final SoW and send to client for signing<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n5qlKCwl_xTlf11zXJZGMg.png\" alt=\"Sign final SoW and send to client for signing\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n5qlKCwl_xTlf11zXJZGMg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.inklyo.com\/how-to-keep-a-letter-on-one-page\/\" rel=\"nofollow noopener\" target=\"_blank\">Source<\/a><\/p>\n<p>Now the client has approved the SoW, it's time to sign it, scan it, and re-upload it into the field below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Signed SoW <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Next, send it to the client using the email template below.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-client-has-signed-the-sow\">\n<h2>Confirm client has signed the SoW<\/h2>\n<div class=\"text-content\">\n<p>Before you move any further forwards, you must have received a signed copy of the SoW from your client.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have you received a signed copy of the SoW from the client? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"store-in-a-central-place\">\n<h2>Store in a central place<\/h2>\n<div class=\"text-content\">\n<p>Once you have received a signed copy of the SoW, re-upload it into the field below for your records, and save it in a central location so that everyone can view it, or refer back to it when they need to.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Signed SoW <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"updating-the-sow\">\n<h2>Updating the SoW:<\/h2>\n<\/section>\n<section id=\"keep-it-updated\">\n<h2>Keep it updated<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\"><strong>One final thing to remember!<\/strong><\/h5>\n<p class=\"style-danger\" style=\"text-align: center;\">During the course of your project, if any details within the SoW change, you must update the SoW and get the client to re-sign the document.<\/p>\n<p><strong>To do this, simply repeat steps 18 - 29&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Sources<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.projectmanager.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Manager<\/a> - <a href=\"https:\/\/www.projectmanager.com\/blog\/statement-work-definition-examples\" rel=\"nofollow noopener\" target=\"_blank\">Statement of Work: Definition &amp; Examples<\/a><\/li>\n<li><a href=\"https:\/\/thedigitalprojectmanager.com\/\" rel=\"nofollow noopener\" target=\"_blank\">DPM<\/a> - <a href=\"https:\/\/thedigitalprojectmanager.com\/how-write-statement-of-work-complete-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Write A Statement Of Work The Easy Way (+ Template)<\/a><\/li>\n<li><a href=\"https:\/\/www.smartsheet.com\/how-write-statement-work-any-industry\" rel=\"nofollow noopener\" target=\"_blank\">Smartsheet<\/a> - <a href=\"https:\/\/www.smartsheet.com\/how-write-statement-work-any-industry\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Statement of Work for Any Industry<\/a><\/li>\n<li><a href=\"https:\/\/www.villanovau.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Villanova University<\/a> - <a href=\"https:\/\/www.villanovau.com\/resources\/contract-management\/what-is-statement-of-work\/\" rel=\"nofollow noopener\" target=\"_blank\">What is a Statement of Work?<\/a><\/li>\n<li><a href=\"https:\/\/www.proprofs.com\" rel=\"nofollow noopener\" target=\"_blank\">ProProfs Project<\/a> - <a href=\"https:\/\/www.proprofs.com\/c\/project\/project-management-statistics-facts-trends\/\" rel=\"nofollow noopener\" target=\"_blank\">100+ Project Management Statistics &amp; Facts (Updated 2020)<\/a><\/li>\n<li><a href=\"https:\/\/hive.com\" rel=\"nofollow noopener\" target=\"_blank\">Hive<\/a> - <a href=\"https:\/\/hive.com\/blog\/project-management-statistics\/\" rel=\"nofollow noopener\" target=\"_blank\">14 Fascinating Project Management Statistics<\/a><\/li>\n<li><a href=\"https:\/\/thedigitalprojectmanager.com\/\" rel=\"nofollow noopener\" target=\"_blank\">The Digital Project Manager<\/a> - <a href=\"https:\/\/thedigitalprojectmanager.com\/wp-content\/uploads\/2017\/12\/how-write-statement-of-work-infographic-v2.png\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Statement of Work&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.computerworld.com\/article\/2555324\/how-to-write-a-statement-of-work.html\" rel=\"nofollow noopener\" target=\"_blank\">Computerworld<\/a> - <a href=\"https:\/\/www.computerworld.com\/article\/2555324\/how-to-write-a-statement-of-work.html\" rel=\"nofollow noopener\" target=\"_blank\">How to Write a Statement of Work<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Related checklists&nbsp;<\/h4>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-management-process-6\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Management Process&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/scrum-project-management-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Scrum Project Management&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-report-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Report Checklist&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ctm-project-template\/\" rel=\"nofollow noopener\" target=\"_blank\">CTM Project Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/as9100d-project-manager-meeting-planner-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">AS9100D Project Manager Meeting Planner Checklist&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-proposal-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Proposal Template Checklist&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-proposal-template-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Proposal Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-briefing\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Briefing&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/guide-on-how-to-make-a-successful-project\/\" rel=\"nofollow noopener\" target=\"_blank\">Guide on How to Make a Successful Project&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/project-request-form-template-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Project Request Form Template&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/financial-management-for-new-projects-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Management for New Projects<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/standard-operating-procedure-sop-for-project-progress-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Standard Operating Procedure (SOP) for Project Progress Report&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/quarterly-website-testing-projects\/\" rel=\"nofollow noopener\" target=\"_blank\">Quarterly Website Testing &amp; Projects&nbsp;<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sprint-planning\/\" rel=\"nofollow noopener\" target=\"_self\">Sprint Planning<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: 80% of organizations spend half their time on rework - FinancesOnline, 94 Essential Project Management Statistics Why organizations spend so much time on rework? Because projects lack clearly defined objectives and deliverables. How do organizations develop clear objectives and deliverables, and therefore avoid costly, inefficient re-work? By creating a detailed Statement of Work (SoW).&nbsp; [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":23778,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"35","template_description":"Use this template, before you start a project, to create a Statement for Work that outlines project objectives and deliverables and saves costly misunderstandings and re-work.","template_id":"h7Oes5MZ8cDmcM10hRJG8w","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Complete checklist details","task_slug_1":"complete-checklist-details","task_2":"Planning the SoW:","task_slug_2":"planning-the-sow","task_3":"Confirm client details","task_slug_3":"confirm-client-details","task_4":"Confirm project details","task_slug_4":"confirm-project-details","task_5":"Create your document","task_slug_5":"create-your-document","task_6":"Plan your structure","task_slug_6":"plan-your-structure","task_7":"Create a title &amp; contents page","task_slug_7":"create-a-title--contents-page","task_8":"Writing the SoW:","task_slug_8":"writing-the-sow","task_9":"Write the overview section","task_slug_9":"write-the-overview-section","task_10":"Write the scope of work section","task_slug_10":"write-the-scope-of-work-section","task_11":"Write the deliverables section","task_slug_11":"write-the-deliverables-section","task_12":"Write the standards section","task_slug_12":"write-the-standards-section","task_13":"Write the testing section","task_slug_13":"write-the-testing-section","task_14":"Write the assumptions section","task_slug_14":"write-the-assumptions-section","task_15":"Write the payment section","task_slug_15":"write-the-payment-section","task_16":"Write the closure section","task_slug_16":"write-the-closure-section","task_17":"Reviewing the SoW:","task_slug_17":"reviewing-the-sow","task_18":"Upload your 1st draft SoW","task_slug_18":"upload-your-1st-draft-sow","task_19":"Approval:","task_slug_19":"approval","task_20":"Make changes &amp; re-upload your final draft","task_slug_20":"make-changes--reupload-your-final-draft","task_21":"Approval:","task_slug_21":"approval-2","task_22":"Send to client","task_slug_22":"send-to-client","task_23":"Make changes &amp; re-send","task_slug_23":"make-changes--resend","task_24":"Confirm client approval","task_slug_24":"confirm-client-approval","task_25":"Make changes &amp; re-send","task_slug_25":"make-changes--resend-2","task_26":"Confirm client approval","task_slug_26":"confirm-client-approval-2","task_27":"Signing the SoW:","task_slug_27":"signing-the-sow","task_28":"Sign final SoW and send to client for signing","task_slug_28":"sign-final-sow-and-send-to-client-for-signing","task_29":"Confirm client has signed the SoW","task_slug_29":"confirm-client-has-signed-the-sow","task_30":"Store in a central place","task_slug_30":"store-in-a-central-place","task_31":"Updating the SoW:","task_slug_31":"updating-the-sow","task_32":"Keep it updated","task_slug_32":"keep-it-updated","task_33":"Sources:","task_slug_33":"sources","task_34":"Related Checklists:","task_slug_34":"related-checklists","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[7,38],"tags":[],"class_list":["post-23777","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous","category-quality-management"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/23777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=23777"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/23777\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/23778"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=23777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=23777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=23777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}