# Consulting statement of work

Replace everything in [brackets]. Delete sections that don’t apply.

---

## Project details

Project: [Name]
Client: [Company]
Provider: [Your business]
Reference: [SOW-001]
Governing agreement: [Master service agreement dated … / terms attached]

## 1. Background and objectives

[Why the project exists and what success looks like.]

## 2. Scope of work

1. **Discovery:** [activities]
2. **Analysis:** [activities]
3. **Recommendations:** [activities]
4. **Report and handover:** [activities]

## 3. Deliverables

| # | Deliverable | Description / format | Due |
| --- | --- | --- | --- |
| 1 | [Interview summary] | [Detail] | [Date] |
| 2 | [Current-state process maps] | [Detail] | [Date] |
| 3 | [Recommendations workshop] | [Detail] | [Date] |
| 4 | [Final report with a 90-day implementation plan] | [Detail] | [Date] |

## 4. Out of scope

- [Implementation of recommendations]
- [Software purchases]
- [Travel beyond the agreed sites]

## 5. Assumptions and client responsibilities

- [A named sponsor and day-to-day contact]
- [Access to staff for interviews]
- [Operational data in agreed formats]

If these are late, dependent dates move by the same amount of time.

## 6. Milestones

| Milestone | Target date | Depends on |
| --- | --- | --- |
| Discovery | [Date] | [Approval or input] |
| Analysis | [Date] | [Approval or input] |
| Recommendations | [Date] | [Approval or input] |
| Report and handover | [Date] | [Approval or input] |

## 7. Acceptance

The client’s named approver reviews each deliverable within [5] working days. Deliverables are accepted on written approval, or when the review period passes without material issues being raised.

## 8. Changes

Changes to scope, deliverables or timeline are agreed in writing, with the effect on fees and dates, before work begins.

## 9. Fees and payment

Fee: [Amount and basis]
Schedule: [Payment by milestone]
Expenses: [At cost with approval / included]

## 10. Sign-off

Client: [Name, title, signature, date]
Provider: [Name, title, signature, date]

---

## Before it’s signed

- [ ] Every deliverable is specific and testable.
- [ ] Exclusions cover the requests you can already predict.
- [ ] Client responsibilities have dates.
- [ ] A named approver and review window are set.
- [ ] The change process is clear.
- [ ] Fees match the proposal.

---

# Example: Meridian Advisory statement of work for Calder Manufacturing

Key sections for a operations review and improvement plan. Both companies are fictional.

## Deliverables

| # | Deliverable | Phase |
| --- | --- | --- |
| 1 | Interview summary | Discovery |
| 2 | Current-state process maps | Analysis |
| 3 | Recommendations workshop | Recommendations |
| 4 | Final report with a 90-day implementation plan | Report and handover |

## Out of scope

- Implementation of recommendations
- Software purchases
- Travel beyond the agreed sites

## Client responsibilities

- A named sponsor and day-to-day contact
- Access to staff for interviews
- Operational data in agreed formats

## Fees

Total: $13,885.00 excluding tax
Schedule: Invoiced at the end of each phase: Discovery, Analysis, Recommendations, Report and handover

## Confidentiality

Each party keeps the other’s confidential information private and uses it only for this engagement.

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