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CONTRACTTemplate preview · Example
01
Services
Needs review summary; four half-day workshops with workbooks.
02
Fees and payment
Deposit before work starts, invoices due within 14 days, expenses at cost with approval.
03
Rescheduling
A session moved with at least five working days’ notice is rescheduled at no charge. With less notice, the session fee is payable in full.
04
Termination
Either party can end the agreement with written notice; work done to date is paid.
Working on a contract in Word
Word is still the standard for negotiating contracts because of Track Changes and comments: both sides can see exactly what was proposed and agreed. Use this .docx as your starting point, negotiate in Word, then sign the final version as a PDF or through e-signature. Clause-by-clause guidance is on the contract template page.
Step by step in Word
Download the Word (.docx) file and select Enable Editing if prompted.
Fill in the parties, effective date and services; search for “[” to find every placeholder.
Delete clauses that don’t apply and renumber headings if needed.
Before sending, turn on Review → Track Changes so every later edit is visible.
Send it to the client as a .docx for review; ask them to keep Track Changes on and add comments with Review → New Comment.
Review their changes with Review → Accept / Reject, and resolve comments.
When agreed, accept all changes, turn Track Changes off and save a clean final version.
Export the final version as a PDF (File → Save As → PDF) for signature, or upload it to your e-signature tool.
Word tips for contracts
Name versions clearly, e.g. “Fernhill services agreement v3 (client comments).docx”, and never overwrite the last version you sent.
Compare versions with Review → Compare if the other side sends a file without tracked changes.
Use the Navigation Pane (View → Navigation Pane) to jump between clauses in longer agreements.
Check for hidden comments and tracked changes before sending a ‘final’ copy: File → Info → Check for Issues → Inspect Document.
Sign the PDF, not the .docx, so the signed version can’t be edited.
The template
Parties
Service provider: [Business name, address, email] (“the provider”)
The provider will deliver the service services described below, or in a statement of work signed by both parties.
[Needs review summary]
[Four half-day workshops with workbooks]
[Twelve one-to-one coaching sessions]
[End-of-programme report with attendance and feedback]
2. Not included
[Sessions for more than 12 people]
[Accredited certification]
[Workshops rescheduled with under five working days’ notice]
3. Client responsibilities
[A named contact who can confirm dates and attendees]
[Attendee names two weeks before each session]
[A suitable room, or approval to hire one]
If the Client’s inputs are late, delivery dates move by the same amount of time.
4. Fees and payment
Fee: [Amount and basis — fixed, hourly, day rate or monthly]
Deposit: [e.g. 30% before work starts]
Payment terms: [e.g. invoices due within 14 days]
Expenses: [Charged at cost with prior approval / included]
Late payment: [Interest or right to pause work, as allowed by law]
5. Changes to the scope
Either party can request changes in writing. The provider will confirm the effect on fees and timeline before starting any change.
6. Rescheduling
A session moved with at least five working days’ notice is rescheduled at no charge. With less notice, the session fee is payable in full.
7. Materials
The provider keeps ownership of its training materials. The client may use the copies supplied for its own staff but may not resell or publish them.
8. Substitution
If the named trainer is unavailable, the provider may supply another trainer of equal experience, with the client’s agreement.
9. Confidentiality
Each party keeps the other’s confidential information private and uses it only to perform this agreement, during the agreement and for [2] years after it ends.
10. Liability
[Limit each party’s total liability, e.g. to the fees paid under this agreement in the previous 12 months, and exclude indirect losses, to the extent the law allows. Have a lawyer draft this clause for your jurisdiction.]
11. Term and termination
This agreement starts on the effective date and continues until the services are complete, unless ended earlier.
Either party may end it with [14] days’ written notice.
Either party may end it immediately if the other materially breaches it and doesn’t fix the breach within [10] days of notice.
On termination, the Client pays for work done up to the termination date.
12. Independent contractor
The provider is an independent business, not an employee, and is responsible for their own taxes and insurance.
General
Entire agreement: this agreement (and any statements of work under it) is the whole agreement between the parties on its subject.
Changes: changes to this agreement must be in writing and signed by both parties.
Notices: notices are sent to the email addresses above, or as updated in writing.
Governing law: this agreement is governed by the laws of [jurisdiction], and the courts of [jurisdiction] have jurisdiction.
Signatures
[Party A]
[Party B]
Name
Title
Signature
Date
Example: key terms for Tessellate Training and Brightwater Housing
How the main clauses read once filled in for a new manager training programme. Both companies are fictional.
Parties and dates
Provider: Tessellate Training
Client: Brightwater Housing
Effective date: 1 March
Services
Needs review summary
Four half-day workshops with workbooks
Twelve one-to-one coaching sessions
End-of-programme report with attendance and feedback
Not included
Sessions for more than 12 people
Accredited certification
Workshops rescheduled with under five working days’ notice
Fees and payment
Fee: $9,230.00 excluding tax, as itemised in the proposal
Deposit: $2,769.00 (30%) before work starts
Payment terms: Invoices due within 14 days
Notice: 14 days’ written notice by either party
Rescheduling
A session moved with at least five working days’ notice is rescheduled at no charge. With less notice, the session fee is payable in full.
Materials
The provider keeps ownership of its training materials. The client may use the copies supplied for its own staff but may not resell or publish them.
Substitution
If the named trainer is unavailable, the provider may supply another trainer of equal experience, with the client’s agreement.
A contract becomes binding once the parties agree and sign it, if it meets the legal requirements where you are. This is a template, not legal advice: have a lawyer review it.
How do I track changes in a Word contract?+
Select Review → Track Changes before editing. Every insertion and deletion is marked, and the other side can accept or reject each change.
Can I open the contract in Google Docs?+
Yes. Upload the .docx to Google Drive and open it with Google Docs. Use Suggesting mode (the pencil menu) for the equivalent of Track Changes.
Should the client sign the Word file or a PDF?+
A PDF or an e-signature platform, so the signed version can’t be edited after signing.