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FREE SCOPE OF WORK TEMPLATE

Architect scope of work.
Scope you can point to.

An editable architect scope of work covering work stages and approvals, deliverables, exclusions and acceptance, with a filled-in example. No email required.

Word, Google Docs and PDF. No email required.

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SCOPE OF WORKTemplate preview · Example
01

Deliverables

Feasibility options and agreed brief; Concept and developed design drawings.

02

Out of scope

Structural engineering and other consultants’ fees; Statutory application fees.

03

Client responsibilities

Measured survey and site information.

04

Milestones

Brief and feasibility → Concept design → Planning → Technical design → Construction.

What goes in a architect scope of work

A scope of work turns an agreed proposal into something both sides can check delivery against. For architects, the sections that prevent most disputes are the deliverables, the exclusions and what the client must provide.

SectionWhat to write
ObjectivesWhy the project exists and what success looks like
Scope and deliverablesSpecific outputs, such as feasibility options and agreed brief
Out of scopeWhat isn’t included, such as structural engineering and other consultants’ fees
Assumptions and client responsibilitiesMeasured survey and site information; Budget and brief sign-off at each stage; Appointment of other consultants as needed
MilestonesBrief and feasibility, Concept design, Planning, Technical design, Construction
Acceptance and changesHow deliverables are approved and how changes are priced

For a fully worked general version, see the statement of work template. If you do repeat work with the client, put the legal terms in a master service agreement and keep each SOW short.

The template

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. Brief and feasibility: [activities]
  2. Concept design: [activities]
  3. Planning: [activities]
  4. Technical design: [activities]
  5. Construction: [activities]

3. Deliverables

#DeliverableDescription / formatDue
1[Feasibility options and agreed brief][Detail][Date]
2[Concept and developed design drawings][Detail][Date]
3[Planning application package][Detail][Date]
4[Technical drawings and specification][Detail][Date]

4. Out of scope

  • [Structural engineering and other consultants’ fees]
  • [Statutory application fees]
  • [Contract administration on site unless listed]
  • [Party wall matters]

5. Assumptions and client responsibilities

  • [Measured survey and site information]
  • [Budget and brief sign-off at each stage]
  • [Appointment of other consultants as needed]

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

6. Milestones

MilestoneTarget dateDepends on
Brief and feasibility[Date][Approval or input]
Concept design[Date][Approval or input]
Planning[Date][Approval or input]
Technical design[Date][Approval or input]
Construction[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]

How to fill it in

  1. Reference the agreement the SOW sits under, so legal terms aren’t repeated.
  2. State the objectives in a sentence or two.
  3. List deliverables specifically enough that two people would agree whether they were delivered.
  4. Write the exclusions and the client’s responsibilities, and link dates to them.
  5. Set milestones, the acceptance process and how changes are handled.
  6. Add fees by milestone and get it signed before work starts.

Use it in Word, Google Docs or PDF

Microsoft Word

  1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
  2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
  3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

  1. Upload the .docx file to Google Drive.
  2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
  3. Use File → Make a copy for each new client so your master stays clean.

PDF

Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).

Example: Fold Architects scope of work for The Mercer Family

Key sections for a two-storey rear extension. Both companies are fictional.

Deliverables

#DeliverablePhase
1Feasibility options and agreed briefBrief and feasibility
2Concept and developed design drawingsConcept design
3Planning application packagePlanning
4Technical drawings and specificationTechnical design

Out of scope

  • Structural engineering and other consultants’ fees
  • Statutory application fees
  • Contract administration on site unless listed
  • Party wall matters

Client responsibilities

  • Measured survey and site information
  • Budget and brief sign-off at each stage
  • Appointment of other consultants as needed

Fees

  • Total: $13,958.00 excluding tax
  • Schedule: Invoiced at the end of each phase: Brief and feasibility, Concept design, Planning, Technical design, Construction

Stages and approvals

Work proceeds stage by stage. The client signs off each stage before the next begins; changes to signed-off design are charged as additional services.

MAKE IT WORK FOR YOU

Useful structure.
Your way of working.

01

Write deliverables you can check.

“Feasibility options and agreed brief” is checkable; “design work” isn’t. Specific deliverables make acceptance quick.

02

Make dependencies visible.

Most delays wait on the client: measured survey and site information. Write them in and tie your dates to them.

03

Agree how “done” is decided.

Name the approver, the review window and what happens if no one replies. Then keep each approval with the deliverable it covers.

GOOD QUESTIONS

Before you download.

Talk to us
What goes in an architect’s scope of services?

The services in each work stage, deliverables, the number of design options and revisions, meetings and site visits included, other consultants required and what counts as an additional service.

What’s the difference between a scope of work and a statement of work?

People use them interchangeably. Strictly, a scope of work describes the work and deliverables, while a statement of work is the wider project document that also covers timeline, fees, acceptance and sign-off.

Who writes the scope of work?

Usually the provider drafts it, because they know what the work involves, and the client reviews and signs it. Writing it together after discovery produces the fewest surprises.

Can I edit this template in Word or Google Docs?

Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.

How do I save it as a PDF?

Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.

THE CLIENT EXPERIENCE, IN ORDER

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Bring the work you share with clients into one place.