Skip to content

FREE SCOPE OF WORK TEMPLATE

A scope of work.
Everyone agrees what’s included.

An editable project scope of work covering objectives, activities, deliverables, exclusions and acceptance, with a filled-in example. No email required.

Word, Google Docs and PDF. No email required.

Last updated

SCOPE OF WORKTemplate preview · Example
01

Deliverables

Sitemap and wireframes; Designs for the homepage and inner-page templates.

02

Out of scope

Copywriting and photography; Domain, hosting and third-party subscriptions.

03

Client responsibilities

Final copy and images for every page.

04

Milestones

Discovery → Design → Build → Testing and launch.

What is a scope of work?

A scope of work defines exactly what a project will deliver and what it won’t. It’s the section of a project agreement people return to when something is disputed, so it needs to be specific: activities, deliverables, exclusions, assumptions, milestones and how work is accepted.

  • Be specific: “five-page website with a CMS blog” beats “website”.
  • Exclude out loud: list what isn’t included, especially what clients commonly assume is.
  • Write the assumptions: the client inputs and dates your plan depends on.
  • Define acceptance: who approves, how quickly, and what counts as approval.

The statement of work template adds fuller commercial and legal sections around the scope.

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. Discovery: [activities]
  2. Design: [activities]
  3. Build: [activities]
  4. Testing and launch: [activities]

3. Deliverables

#DeliverableDescription / formatDue
1[Sitemap and wireframes][Detail][Date]
2[Designs for the homepage and inner-page templates][Detail][Date]
3[Built, tested website on the client’s hosting][Detail][Date]
4[Editor training and a short how-to guide][Detail][Date]

4. Out of scope

  • [Copywriting and photography]
  • [Domain, hosting and third-party subscriptions]
  • [SEO beyond page titles and descriptions]
  • [Ongoing maintenance after launch]

5. Assumptions and client responsibilities

  • [Final copy and images for every page]
  • [Access to the domain, hosting and booking system by invitation]
  • [One approver for each design stage]

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

6. Milestones

MilestoneTarget dateDepends on
Discovery[Date][Approval or input]
Design[Date][Approval or input]
Build[Date][Approval or input]
Testing and launch[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).

Step-by-step guides: Word.

Example: Brightpath Web scope of work for Northfield Physio

Key sections for a five-page website with online booking. Both companies are fictional.

Deliverables

#DeliverablePhase
1Sitemap and wireframesDiscovery
2Designs for the homepage and inner-page templatesDesign
3Built, tested website on the client’s hostingBuild
4Editor training and a short how-to guideTesting and launch

Out of scope

  • Copywriting and photography
  • Domain, hosting and third-party subscriptions
  • SEO beyond page titles and descriptions
  • Ongoing maintenance after launch

Client responsibilities

  • Final copy and images for every page
  • Access to the domain, hosting and booking system by invitation
  • One approver for each design stage

Fees

  • Total: $7,150.00 excluding tax
  • Schedule: Invoiced at the end of each phase: Discovery, Design, Build, Testing and launch

Content and launch dates

Launch dates assume the client supplies final content by the agreed date. If content is late, the launch date moves by the same amount of time.

MAKE IT WORK FOR YOU

Useful structure.
Your way of working.

01

Write deliverables you can check.

“Sitemap and wireframes” is checkable; “design work” isn’t. Specific deliverables make acceptance quick.

02

Make dependencies visible.

Most delays wait on the client: final copy and images for every page. 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 belongs in a website scope of work?

Pages and templates, features and integrations, who supplies content, browsers and devices tested, hosting responsibilities, the launch process, and what is excluded, such as copywriting or ongoing maintenance.

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

Good habits. A shared home.

Bring the work you share with clients into one place.