Statement of Work
ISM-New Jersey Webinar Series Statement of Work May 6, 2016 Welcome!
Presented by: ISM-NJ Presenter: Marilyn Gettinger New Directions Consulting Group
Webinar Objectives Participants
in
will gain skills and knowledge
Writing a successful statement of work Using a framework Getting into the details Including the right topics and factors in the SOW
Webinar Topics The
role of the Statement of Work Challenges in Writing an SOW The SOW and the RFB/RFP SOW Template Main Sections of the SOW Information in Sections Eight steps to writing an effective SOW Tips for Success
Statement of Work A document defining the specific activities, deliverables and their respective timelines including detailed requirements and pricing, with standard regulatory and governance terms and conditions The SOW Why How What When How Much
SOW Challenges Time Involvement
of the right people and inclusion of all information Negotiation Change management Unknown factors
Statement of Work Essential
accompaniment to a
Master Services Agreement Request for Bid or Request for Proposal An integral part of a contract between supplier and buying organization Highly customized to fit the bid and/or proposal Generalized format
Statement of Work Objectives
and Role in the Business Relationship
Clarify for all parties what constitutes success or failure Meeting of expectations What constitutes successful completion Speed Response
time Ease of Use
Statement of Work Objectives
and Role in the Business Relationship
Provides evaluation guidelines Minimizes overall project and contract negotiations requirements Reduces the need for future changes to activities and budget
Statement of Work Objectives
and Role in the Business Relationship
Realize lower costs Maintain project flexibility
Statement of Work Supplier Supplier
will produce user requirements
must interview specific user groups and have them approve the requirements before the job is considered done
Statement of Work Main
Sections
Objectives Scope Schedule Deliverables Price Key Assumptions Acceptance
Main Sections Special
Requirements Type of Contract/Payment Schedule Miscellaneous
Statement of Work Purpose:
activity
Why are we doing this project or
A purpose statement
Scope
of Work: The work to be done
Location
of Work: Where the work is to be performed
Statement of Work Period
of Performance
Allowable time for project or delivery of the service Start and finish time Flexibility
– Two months after the contract is signed rather than a specific date
Number of hours that can be billed per week/month Where work is to be performed Any other specifics relating to scheduling
Statement of Work Price
How much Staff and outside expenses Pricing assumptions Payment schedule Payment – milestone/deliverable or a schedule
Statement of Work Acceptance
Buyer and supplier signatures Acceptance testing
Statement of Work Deliverables
Any materials, parts, etc. What is due and when
Applicable
Schedule
Standards
Industry specific standards
Statement of Work Reporting
requirements
Content Design Frequency Issues, Problems, Disruptions Corrective Action Plan
Statement of Work Policies
Confidentiality concerning sensitive and proprietary information Non-disclosure agreements Terms and conditions
Statement of Work
Special Requirements: This specifies any special hardware or software, specialized workforce requirements, such as degrees or certifications for personnel, travel requirements, and anything else not covered in the contract specifics. Type of Contract/Payment Schedule: The project acceptance will depend on if the budget available will be enough to cover the work required. Therefore a breakdown of payments by whether they are up-front or phased will usually be negotiated in an early stage. Miscellaneous: Many items that are not part of the main negotiations may be listed because they are important to the project, and overlooking or forgetting them could pose problems for the project.
SOW Tips Tie
payments to milestones Use language everyone can understand Get the right people involved at the SOW development stage Reasonable timeframe to “The specified task will take no more than four hours.”
SOW Tips Schedule
is the when and provides a detailed breakdown of activities and tasks
Tasks and activities Assumptions Materials Signatures
The Big 8 Steps to Prepare the Statement of Work
1. Establish a preliminary scope statement that identifies the project objective or purpose. Be sure to include a description of the type of work being performed including any boundaries associated with performance and duties. 2. List the tasks to be performed to indicate any performance requirements and all project requirements that the contractor must comply with during contract performance.
The Big 8 Steps to Prepare the Statement of Work 3.
As much as possible, group similar or related tasks and organize each task in logical order. 4. Identify any resources that are necessary to complete each task that includes labor, equipment, or materials. 5. Identify project deliverables required for the project to be successfully completed.
The Big 8 Steps to Prepare the Statement of Work 6.
Identify any time-sensitive milestones or deliverables. 7. Describe quality expectations and applicable deadlines in terms of quality, quantity, time and appearance. Performance deliverables should be realistic, objective, and measurable.
The Big 8 Steps to Prepare the Statement of Work 8.
Determine how you will monitor the deliverables. Some methods used include random sampling, periodic inspections, and reporting. Of course, a key component to successfully preparing the SOW is the contractor’s ability to provide a comprehensive document that fully represents your company and project requirements.
Tools Online
Software Project Management Software and Tools Work Breakdown Schedule Legal Terminology
Thank you For
SOW templates, please e-mail:
[email protected] [email protected] Questions
as well
Presented by: ISM-NJ Presenter: Marilyn Gettinger New Directions Consulting Group
Webinar Objectives Participants
in
will gain skills and knowledge
Writing a successful statement of work Using a framework Getting into the details Including the right topics and factors in the SOW
Webinar Topics The
role of the Statement of Work Challenges in Writing an SOW The SOW and the RFB/RFP SOW Template Main Sections of the SOW Information in Sections Eight steps to writing an effective SOW Tips for Success
Statement of Work A document defining the specific activities, deliverables and their respective timelines including detailed requirements and pricing, with standard regulatory and governance terms and conditions The SOW Why How What When How Much
SOW Challenges Time Involvement
of the right people and inclusion of all information Negotiation Change management Unknown factors
Statement of Work Essential
accompaniment to a
Master Services Agreement Request for Bid or Request for Proposal An integral part of a contract between supplier and buying organization Highly customized to fit the bid and/or proposal Generalized format
Statement of Work Objectives
and Role in the Business Relationship
Clarify for all parties what constitutes success or failure Meeting of expectations What constitutes successful completion Speed Response
time Ease of Use
Statement of Work Objectives
and Role in the Business Relationship
Provides evaluation guidelines Minimizes overall project and contract negotiations requirements Reduces the need for future changes to activities and budget
Statement of Work Objectives
and Role in the Business Relationship
Realize lower costs Maintain project flexibility
Statement of Work Supplier Supplier
will produce user requirements
must interview specific user groups and have them approve the requirements before the job is considered done
Statement of Work Main
Sections
Objectives Scope Schedule Deliverables Price Key Assumptions Acceptance
Main Sections Special
Requirements Type of Contract/Payment Schedule Miscellaneous
Statement of Work Purpose:
activity
Why are we doing this project or
A purpose statement
Scope
of Work: The work to be done
Location
of Work: Where the work is to be performed
Statement of Work Period
of Performance
Allowable time for project or delivery of the service Start and finish time Flexibility
– Two months after the contract is signed rather than a specific date
Number of hours that can be billed per week/month Where work is to be performed Any other specifics relating to scheduling
Statement of Work Price
How much Staff and outside expenses Pricing assumptions Payment schedule Payment – milestone/deliverable or a schedule
Statement of Work Acceptance
Buyer and supplier signatures Acceptance testing
Statement of Work Deliverables
Any materials, parts, etc. What is due and when
Applicable
Schedule
Standards
Industry specific standards
Statement of Work Reporting
requirements
Content Design Frequency Issues, Problems, Disruptions Corrective Action Plan
Statement of Work Policies
Confidentiality concerning sensitive and proprietary information Non-disclosure agreements Terms and conditions
Statement of Work
Special Requirements: This specifies any special hardware or software, specialized workforce requirements, such as degrees or certifications for personnel, travel requirements, and anything else not covered in the contract specifics. Type of Contract/Payment Schedule: The project acceptance will depend on if the budget available will be enough to cover the work required. Therefore a breakdown of payments by whether they are up-front or phased will usually be negotiated in an early stage. Miscellaneous: Many items that are not part of the main negotiations may be listed because they are important to the project, and overlooking or forgetting them could pose problems for the project.
SOW Tips Tie
payments to milestones Use language everyone can understand Get the right people involved at the SOW development stage Reasonable timeframe to “The specified task will take no more than four hours.”
SOW Tips Schedule
is the when and provides a detailed breakdown of activities and tasks
Tasks and activities Assumptions Materials Signatures
The Big 8 Steps to Prepare the Statement of Work
1. Establish a preliminary scope statement that identifies the project objective or purpose. Be sure to include a description of the type of work being performed including any boundaries associated with performance and duties. 2. List the tasks to be performed to indicate any performance requirements and all project requirements that the contractor must comply with during contract performance.
The Big 8 Steps to Prepare the Statement of Work 3.
As much as possible, group similar or related tasks and organize each task in logical order. 4. Identify any resources that are necessary to complete each task that includes labor, equipment, or materials. 5. Identify project deliverables required for the project to be successfully completed.
The Big 8 Steps to Prepare the Statement of Work 6.
Identify any time-sensitive milestones or deliverables. 7. Describe quality expectations and applicable deadlines in terms of quality, quantity, time and appearance. Performance deliverables should be realistic, objective, and measurable.
The Big 8 Steps to Prepare the Statement of Work 8.
Determine how you will monitor the deliverables. Some methods used include random sampling, periodic inspections, and reporting. Of course, a key component to successfully preparing the SOW is the contractor’s ability to provide a comprehensive document that fully represents your company and project requirements.
Tools Online
Software Project Management Software and Tools Work Breakdown Schedule Legal Terminology
Thank you For
SOW templates, please e-mail:
[email protected] [email protected] Questions
as well
