Scope of Work
Lock deliverables, milestones, and exclusions before a project starts.
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How it works
Most scope disputes start on day one, when "we will figure out the details later" quietly becomes your problem to absorb. This template walks you through a scope of work that names the deliverables, the milestones, and what is explicitly out of scope. Apply it at the start of any fixed-fee project, fill in the specifics, and send it for sign-off before a single hour of work begins.
What you get (7 tasks)
- Define project objectives and success criteriahigh~30m
Write what the project must achieve and how both sides will know it is done.
#scoping - List every concrete deliverablehigh~30m
Name each file, page, or asset you will hand over. Vague deliverables become scope creep.
#scoping - Set milestones with target datesmedium~20m
Break the work into checkpoints the client can review.
#scoping#planning - Write the out-of-scope / exclusions listhigh~20m
Spell out what this project does NOT include. This is the section that protects you.
#scoping - Define acceptance criteriamedium~15m
State the conditions under which a deliverable counts as accepted and final.
#scoping - Add a change-request processmedium~15m
Describe how new requests get priced and scheduled instead of absorbed for free.
#scoping#admin - Send the scope of work for client sign-offhigh~15m
Get explicit written approval before starting. No sign-off, no work.
#admin
When to use this
- Lock project scope before any work starts
- Prevent scope creep with an explicit out-of-scope list
- Give clients a clear picture of deliverables and milestones
- Build the basis for a defensible fixed-fee quote
Frequently asked
Ready to use it?
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