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Overview | Statement of Work

Once a proposal is accepted the next step is to create a Statement of Work. The proposal and the contract serve as the basis for the Statement of Work. Depending on how big the proposal is, one or many Statements of Work could be written to cover all aspects of the proposal. The Statement of Work is the project manager's agreement with the client concerning the work required for the project. The Statement of Work has the following sections:

  1. Background
  2. Objective
  3. Scope
  4. Approach
  5. Risks
  6. Assumptions
  7. Constraints
  8. Client Responsibilities
  9. Project Completion Criteria


  1. Background

    This section describes the client's business and identifies why the project has been initiated.


  2. Objective

    This section specifies what business objectives and critical functions the project should achieve.


  3. Scope

    The scope identifies which aspect of the business, such as customers, products, processes, organizations, locations, or applications, are to be included in the project and which aspect are to be excluded. It determines what other external influences and impacts, such as interfaces, customer needs, and regulatory requirements are to be addressed. It also describes the work activity to be completed and the work products to be delivered.


  4. Approach

    This section defines the approach that will be used to achieve the results and the project management standards that will be used to control and monitor the project.


  5. Risks

    This section describes the key project risks, their areas of impact, and their potential effect on project success. Risks may relate to business policies, conflicting interest or priorities, choices between alternatives, commitment of resources, or unfulfilled responsibilities. This section should include only those risks the client should understand and can help manage.


  6. Assumptions

    Assumptions are expectations that form the basis of decisions. This section contains the major assumptions used to establish the project estimates, plans, and approach. Assumptions should also include each identified issue if the project is to continue while issues remain unresolved. The description of each assumption should include the degree of criticality.


  7. Constraints

    A constraint is a restriction associated with the project. It may relate to project approach, priorities, personnel, time, technologies, environments, decision cycles, tools and techniques, or other aspects of the project. Identifying constraints encourages management to control them to ensure project success.


  8. Client Responsibilities

    This section identifies client responsibilities. The client must understand not only his or her responsibilities but also the impact on the project if these responsibilities are not fulfilled.


  9. Project Completion Criteria

    This section identifies the major work products that must be accepted before the project is considered complete.


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