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Scope of Work Checklist With An Example

Use a digital checklist to create a complete scope of work (SOW) for your projects. Learn the difference between an SOW and a statement of work, what it is, and how to write one. Base yours off our provided example with Lumiform’s free app and template library.

See our ready-made templates:

Project Scope of Work Template

<div>This Scope of Work (SOW) template can be used by project managers to clearly define all the work required to fulfil clients' demands and create an enforceable record.</div>

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Construction Scope of Work Template

Use this scope of work template for your construction site to plan details like deliverables, costs, tasks, etc. for projects.

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Scope of Work Template

This customizable template is used by project managers to list questions that they can use as guidelines for the SOW.

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What is a Scope of Work Template?


A scope of work (SOW) is an official document that names and defines the tasks, due dates, leadership, price, and any other information required to plan for a project. In other words, the template defines the scope of the project in terms of partial services or service items. In project management, scopes are mainly used in construction and plant engineering, but due to their success rate, they are now gaining popularity in planning other types projects in different industries.


Service specifications are used for three purposes:


  • Designation of required deliverables for a project by a client
  • Description of deliverable services by a provider
  • Definition of agreed services in a contract between client and contractor

The scope of work should include a complete list of all services provided. At the same time, it also outlines project cost projections, planning of work packages, the consignment of company resources, and an estimate for the project’s duration. This document is of crucial importance to avoid time-consuming and expensive corrective work and legal disputes regarding withheld payments, poor craftsmanship, or scheduling issues.



This article discusses:


1. Content of a scope of work checklist


2. Writing a scope of work checklist


3. The difference between scope of work and statement of work


4. Scope of work template in construction


5. Example of a construction scope of work checklist


6. An app & software for a digital scope of work


Employee working on writing a scope of work checklist

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What Belongs in a Checklist for the Scope of Work?


When formulating the checklist items for a scope of work, certain guidelines must be followed. Simplicity will be your friend here. For example, the checklist should only contain key information that is relevant to the project. Therefore, only required services that are in agreement with the contract or commercial customs should be listed. That means there will be services that do not need to appear on the checklist. Adding them will only make the document needlessly complicated, which could cause delays in production or mistakes from miscommunications. Accordingly, only the type and scope of the services to be performed as well as the circumstances affecting their performance are to be mentioned.


These details should not be missing in a scope of work checklist:


  • Details of client and contractor
  • Project location, period, and scope
  • Description of services to be performed
  • Scope and quantity of services to be performed
  • Circumstances concerning the performance of the services


How to Write Scope of Work In 4 Easy Steps


A project management scope of work template can be a complex and time-consuming matter. It is crucial to define all the necessary details about a project to avoid unexpected problems and costs. Here are 4 tips for your SOW:


1. Define the Goal


The reason for the project and why you were hired by the client should be clearly stated. This minimizes ambiguity and ensures that all parties agree on the proposed terms of the services. To ensure a successful partnership, you can also take a look at our free supplier audit checklist for additional resources.


2. Define the Timeframe


It is critical to define a timeline and timeframe for the proposed work. This helps to specify how long certain steps will take and can avoid misunderstandings if the work happens to take longer than expected. Especially in construction, it seems like deadlines are constantly getting missed and the due dates always have to be extended. This isn’t the result of lazy workers but of an overextension of money and resources because of insufficient planning and projections. Make sure this doesn’t happen to you. Be prepared with a scope of work template.


3. Assign Tasks


Specific tasks should be assigned to specific people. Nothing will get done if employees don’t know they’re supposed to be doing something in the first place. Communication and faulty planning methods are perhaps the number one culprits in why projects are over time and over budget. To avoid this, the project’s outcome should be clearly stated as well as documented.


4. Set a Budget


You should estimate the necessary budget for the project as accurately as possible. Budget overruns are common in large-scale projects, so it is advisable to break down estimated costs by tasks, materials, labor, taxes, property, and cost of professional services. There will most likely be other expenses that don’t fall under these aforementioned categories. Break down other projected expenses into two groups: indirect and direct costs.



What is the Difference Between Scope of Work and Statement of Work?


What is a statement of work vs. a scope of work? The most prominent difference is its purpose, function, and length. It’s important to note that these two SOWs will appear in the same document, but they play vitally different roles. It’s also one of those cases where the two documents are not always mutually exclusive.


All scopes of work are a statement of work, but not all statements of work are a scope of work. Confused yet? Don’t worry. That was really just a roundabout way of saying that a work of statement document will always proceed a work of scope document.


A statement of work is a long document, varying from 12 to 15 pages in length, and provides an overview of the project’s parameters after work has been contracted out. It brief rundown of the project’s highlights, deliverables, budget, and timeline whereas a scope of work will go into detail about what each task’s execution might look like in terms of pricing, how many personnel it will take to complete the task, start and end dates, the tools or equipment to be used, and step-by-step instructions. In this way, a scope of work can be written up for each deliverable or specific ones that are more complex and might require more work to plan.


Variably, how many scopes of work you plan to include will depend on the complexity of the current project. When in doubt, it’s always better to include more detail than not. A thoroughly planned out affair is less likely to result in missed deadlines, client disputes, or costly reworks.


To recap, a statement of work will always be written before a project commences to help with planning, budgeting, and making sure all legal documents are in order. Although it is not a legally binding contract, it can still be used as evidence in court if disputes arise between contractor and client or, better yet, help prevent such a dispute from occurring in the first place. A scope of work does not need to be included within this document although it is highly advisable for the reasons mentioned above.



Everything You Need to Know About Using a Scope of Work Template in Construction


A scope of work template in construction is especially important for keeping to strict timetables. There are so many moving parts in construction that it can be difficult to plan for every inevitability, but a readily prepared team can adapt when change orders or partial terminations are suddenly submitted.


What is a Scope of Work in Construction?


A scope of work in construction is used to define the parameters of each deliverable. It’s an extra step after a statement of work has been completed to further delineate the procedures for each task within a deliverable. Everyone already knows that time is money, and filling out a scope of work leaves contractors no room for misinterpretations that could result in costly project delays.


The tasks that will benefit from a thorough breakdown would be those that require more coordination on the part of project planners:


For example, framing a house—Who’s going to be in charge? How long will it take? What’s the start date? What’s the end date? How many people will it take to complete the framing on time? What if other variables, such as the houses’ foundation isn’t completed on time, that might set back the project? What plan will be in place for each of these variables? Who’s going to buy the wood? How much will the wood cost? Etc.


Asking yourself these questions will help with planning. This will constitute much of the content in a scope of work in construction, except that this process is repeated for each deliverable.


This document is meant to anticipate questions ahead of time in order to save time. There’s no telling how many scope of work’s will end up being typed up for anyone given project, however, you can expect the bigger the project, the more moving parts, and the more deliverables will need to be broken down into more manageable pieces.


How to Write a Scope of Work in Construction?


Writing a scope of work for construction follows much of the same process as the general writing guidelines with a few key differences: the content will be about construction. Sound simple enough? With sufficient practice, it should be as second nature as tying your shoe.


Now let’s explore some writing hacks that will make a normally very tedious process a little easier to stomach:


  • Collect the Deliverables—the deliverables should already be defined by the time you get to writing the scope of work, so this will probably be the easiest step in the whole process.
  • Outline the Specific Tasks of Each Deliverable—now that you’ve put all the deliverables in the same place, it’s time to get started outlining. Include any and all information that’s relevant to completing the task. This could look like instructions or a simple bullet point to-do list, but make sure to include specifics such as a timeline up to the project’s completion with start and end dates, the task’s objectives and goals, the responsible persons, and the rundown of costs. Use the no-detail-is-too-small mentality to guide your hand here.
  • Rinse & Repeat—You should be an old pro at this by now. Repeat this process for each deliverable, and you will have a completed scope of work within your statement of work document.

Don’t worry if you’re still not clear on what to do. If you keep reading, there’s an example of what a completed construction scope of work will look like for you to model your own off of.



What Does a Simple Scope of Work Example Look Like in Construction?


Scope of Work


The following is a construction scope of work sample template. The example will be based on the premise of contracting a construction company to build a house and will be structured into twelve parts: Scope of work, deliverables, schedule, costs, acceptance criteria, variations, conditions of contract, project approval and signatures, clients, contractors, and signatures.


The following scope of work example is only meant to act as a reference guide while creating your own. It’s likely that your scope of work checklist will include many more variables than the ones mentioned here. For more information on how to write your own, please cross-reference the sections above.


Project Statement


Start by defining why the construction process was inducted in the first place and what precisely the client plans to achieve when it's concluded.

The client has hired us to construct a 3,000 square foot house with four bedrooms and three baths. They chose our company because we do it all in one, meaning we don’t subcontract out. We will draw up a blueprint, acquire the materials, and begin construction.


Scope of Work


List the client's deliverables using the S.M.A.R.T. (Specific Measurable Achievable Reasonable Time-Bound) criteria. In each deliverable, you can name a responsible person, the cost, and the target date of completion. You may also add supporting records (.e.g floor plan, design plan, Work Breakdown Structure) for further references. Write down a glossary/definition of terms to prevent miscommunication and misunderstandings down the line.


Enter the Scope of Work:


Deliverable 1: Draw up blueprint


  • Cost: $3,000
  • Responsible person: Annabelle Miller
  • Target date: 2-1-2021

Deliverable 2: Buy construction materials


  • Cost: $200,000
  • Responsible person: Bill Jersey
  • Target date: 2-10-2021

Deliverable 3: Pour Foundation


  • Cost: $8,000
  • Responsible person: Jessica DiCarlo
  • Target date: 4-5-2021

Definition of Terms (glossary):


  1. Cost: the projected cost of material and labor for the entirety of the task. The total project costs has a cushion of $6,000 of micellanos expenses, so responbilbe persons should try not to exceed these set rates if at all possible.
  2. Responsible person: the person who will be in charge of the specific task assigned to them and responsible for updating the team lead, John Smith, about any delays, problems, or updates encountered during the process.
  3. Target date: the day in which the task is projected to be completed.

  4. Attatch Relevent Doucments/ Photos:
    ATTATCH PHOTO


    Enter the deliverables required to achieve the goal


    Deliverables


    Person in Charge:
    John Smith


    Description:
    John Smith is the responsible person who will oversee the project from start to finish. If anyone has any problems that arise during any stage of the project, he will be the person to consult.


    • Blueprint
    • Total Cost
    • End Date
    • Materials
    • Foundation
    • Electrical
    • Gas
    • Framing
    • Roof

    Costs:
    Projected cost: $500,000


    Target Date:
    1-1-2023


    Attatch Relevant Documents/ Photos:
    ATTATCH PHOTO


    Project Schedule


    Explain your project's timeline here. Classify milestones (e.g. securing of local authority's building permission, completion of acquisition, 50% achievement of the project) to pinpoint critical issues that lead to the project's fulfillment. You can also add visual directors, such as charts, boards, and roadmaps, to support that everyone has a quick overview of the project schedule.


    Summarize the Schedule:


    • Construction start date: 3-5-2021
    • Land survey: 1-1-2021
    • Blueprint draft: 2-1-2021
    • Blueprint final copy:3-1-2021
    • 50% completion:1-1-2022
    • Construction end date:1-1-2023

    Attatch Relevent Doucments/ Photos:
    ATTATCH PHOTO


    Project Costs


    Projects usually tend to go over budget, making it more relevant for project managers to perform a cost-benefit analysis before. This can assist you to determine the correct mix of resources (e.g. labor, machinery, safety facilities, and security) and the optimal cost. Ask experts when preparing this part to get precise costing for manpower, instruments, and equipment, and other demands.


    Total Costs:
    $500,000


    Acceptance Criteria


    Acceptance criteria are used to assess the deliverables - whether they are operating fine according to the prescribed specs.


    Acceptance Criteria:



    Variations


    Many construction projects may vary from the original design and terms, which is why it's imperative to decide whether to allow or not allow these kinds of changes. The variations sector can address the method by which the parties will adhere in case of change demands.


    Explain the Variations


    • Variations in blueprint designs can be changed based on land survey results.
    • Cost of wood due fluctuating lumber prices.
    • Changes the client might make during the process.

    Conditions of the Contract


    Here you can include further conditions that encourage your SOW. You can define details for objects, such as workmanship, working hours, security program, site clearance, and cleaning methods, warranty, and standard of performance.

    Define the Conditions of the Contract:
    The client may rescind payment only on the basis of poor craftsmanship. For this reason, the client must sign off after each step of the construction process before the next one begins in order to mitigate this risk. After this sign-off, they are no longer permitted to withhold payment.


    Project Approval and Sigantures


    Never start constructions without important signatures/approvals; these make your SOW enforceable. Project managers need to get all key signatories to agree on each project objective and milestone before ending the SOW. This will help guard all parties in case of legitimate disputes. You may also attach more signatories here in case there are more than one.


    Client


    Full Name and Signature of Client Representative(s):


    Address:
    4821 Ridge Top Cir, Anchorage, AK 99508, USA


    Contact Details:
    Name: Jeff Steele
    Phone: 888-888-8888
    Email: JeffSteele@jeffsteele.com


    Date:
    1-1-2021


    Add Relevent Signatures to the Following


    Signatures


    Name and Signature
    John Smith


    As you can see, the simple constructions scope of work checklist is pretty straightforward and, hopefully, easier to fill out now that you have an example to reference. To reiterate, a template like this one can prevent unexpected costs that are common to construction projects and the project management field in general. If you’d like to use our free scope of work template just click here.


    A workstation set up on a wooden desk with a laptop and notebook

    Related app uses


    How can an app & Software be Used for a Digital Scope of Work?


    With Lumiform's mobile app and desktop software, you can create a scope of work digitally using a free checklist, so you can be you don’t miss anything that will prevent your project from finishing on time and on budget. Go through your list point by point and then automatically create a performance report that you can send immediately.

    With Lumiform, project managers can:


    • Create new custom checklists at any time with the flexible form builder and customize them over and over again.
    • Improve scopes of work by taking and attaching photos via the mobile app.
    • Create scopes of work on the spot - online and offline.
    • Automatically save the scopes of work in the cloud and access it anytime from anywhere.
    • Collect all signatures for the project electronically.
    • Easily connect Lumiform's software to other software systems in the company.

    Employee adding visuals to a scope of work in construction

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