Crafting an Effective Statement of Work for Projects
Learn how to create a comprehensive Statement of Work (SOW) outlining project objectives, scope of work, timelines, pricing, assumptions, and review processes to ensure successful project execution and alignment between parties involved.
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Presentation Transcript
Antoinette M. Webster, Esq., CTPE STATEMENT OF WORK Department of Administrative Services, Procurement Unit
STEP BY STEP IDENTIFY IDENTIFY PROJECT, SUMMARIZE IDENTIFY SCOPE OF WORK, desired result desired result PLAN PLAN PROJECT DELIVERABLES CONTINUED
STEP BY STEP BE SPECIFIC BE SPECIFIC, explain mutual expectations, timelines, performance requirements, payments KEEP IT KEEP IT SIMPLE SIMPLE HAVE PROJECT TEAM REVIEW REVIEW
STATEMENT OF WORK OUTLINE 1.STATE CONTRACT NUMBER and PARTIES A. Client Agency B. Contractor
STATEMENT OF WORK OUTLINE 2. PROJECT OBJECTIVE A. Summary of project B. Intended result
STATEMENT OF WORK OUTLINE 3. SCOPE OF WORK Identify what Contractor will provide Goods purchased, services purchased Team, project tasks Schedules, reporting
STATEMENT OF WORK OUTLINE 4. TIMELINE/IMPLEMENTATION SCHEDULE A. Conditions of Acceptance, pursuant to Contract B. Ties to payments C. Identify project timeline
STATEMENT OF WORK OUTLINE 5. PRICE SUMMARY IDENTIFY PRICING PRICE SCHEDULE IN CONTRACT UNIT PRICING, TIME AND MATERIALS Hours agreed to, hourly rates should be pursuant to Contract or better Fees not to exceed
STATEMENT OF WORK OUTLINE 6. ASSUMPTIONS Transaction Specific Responsibilities on each party Examples: Goods: Requirements to have ABC in place before delivery. Services: State project management, State team, knowledge transfer, end user training and documentation. EXCEPT FOR ASSUMPTIONS imposed on State, Contractor shall produce results outlined in the Statement of Work.
STATEMENT OF WORK OUTLINE 7. REVIEW AND APPROVAL, ALIGNMENT A. MANAGEMENT B. PROJECT TEAM C. SIGNATURES
