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Simple scope of work template

Simple scope of work template

Define project goals, deliverables, and tasks with this easy-to-complete template.

Use this template
or download pdf
Simple scope of work template

Define project goals, deliverables, and tasks with this easy-to-complete template.

Use this template
or download pdf

This simple scope of work template provides a clear format to outline project deliverables, responsibilities, and milestones without unnecessary detail. It’s a convenient way for managers and teams to set expectations and avoid miscommunication on any business project.

Completing projects on time and within budget remains a challenge. In fact, Wellingtone’s report found that only 34% of organizations said they mostly or always achieve this. If you have more specialized requirements, see our construction, consulting, or contractor scope of work templates.

Related categories

  • Operational excellence templates
  • General templates
  • Professional services templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Page 1
Project Details
Project Title
Project Description
Start Date
End Date
Client Name
Scope of Work
Deliverables
Tasks
Milestones
Acceptance Criteria
Resources
Team Members
Tools and Equipment
Budget
Approvals
Client Signature
Project Manager Signature
Date

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Scope of work: Steps for writing and best practicesProject management system: Best implementation strategiesProject status report: A definitive guide for teams and professionals
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Template collections

See comprehensive collections of best practice templates related to this topic.

17 free scope of work templates4 free project closure templatesBest free project risk assessment template collection
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Project management system softwareDigital documentation softwareChecklist appScope of work software
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Other resources

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Project status reports: How to evaluate your journey from resolutions to resultsChoosing a management style to followTips and strategies to optimize company managementUnderstanding and optimizing your business management

Frequently asked questions

When should a company use a simple scope of work template in project planning?

A company should use a simple scope of work template at the very beginning of a new project, contract, or client engagement. This keeps everyone on the same page from the start, which can help avoid costly disputes or delays later on.

Who should be involved in completing a simple scope of work template for a business project?

Typically, project managers, department heads, and relevant team leads should work together to fill out the scope of work template. Including all stakeholders ensures accuracy and helps capture every necessary detail before the project begins.

What are the most common mistakes companies make when drafting a simple scope of work?

Common mistakes include being too vague about deliverables, leaving out deadlines, and failing to specify who is responsible for what. These issues often lead to confusion, missed tasks, and disagreements with clients or partners.

What if there is a disagreement over the scope of work after the project starts?

If disagreements come up, refer back to the original scope of work and discuss the issues openly with all parties. If needed, update the document with clear, mutual agreement on any changes, and make sure all stakeholders sign off to avoid further disputes.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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