- 1. Professional Services Basics
- 2. Client Management and Retention
- 3. Project Definition
- 4. Resource Planning
- 5. The Ultimate Guide to Capacity Planning
- 6. Project Visibility
- 7. Billing for Projects
- 8. Project Profitability
- 9. Professional Services Software For Project Management
- 10. A Guide to Time Tracking for Consultants and Professional Services
- 11. FAQ
- 12. Glossary
- 1. Professional Services Basics
- 2. Client Management and Retention
- 3. Project Definition
- 4. Resource Planning
- 5. The Ultimate Guide to Capacity Planning
- 6. Project Visibility
- 7. Billing for Projects
- 8. Project Profitability
- 9. Professional Services Software For Project Management
- 10. A Guide to Time Tracking for Consultants and Professional Services
- 11. FAQ
- 12. Glossary
How to Write a Statement of Work for Professional Services
How to get started
First time writing a statement of work for professional services? No problem! Before you put pen to paper, ask yourself three simple questions:
- What is your project’s background?
- What is the purpose of the project?
- What is the scope of work required?
Now that you’re clear on what your project is and why you are doing it, you can flesh out the important details, such as budget, deliverables, and timeline.
What goes into a statement of work for professional services?
Here is a checklist you can use when writing your statement of work for professional services:
- The name of your professional services company
- Your address and contact details
- The scope of work (including specific tasks and the tools required to complete them)
- Team members that will be working on the project and their individual roles
- Key project deliverables and due dates
- Payment schedule
- Any other details (e.g. additional requirements or success metrics)
- Client signature
It might also be helpful to use a simple statement of work template for professional services.
Statement of work template for professional services
Templates are a great tool when it comes to formal contracts, enabling you to save time and kickstart projects quickly. Take a look at our sample statement of work for professional services:
This statement of work template can be tailored to fit whatever is required for your professional services company. Use it as a guide and adjust if necessary to add extra fields for your specific projects. Best of luck!
Richard Blatcher
As the Senior Director for Product and Industry Solutions Marketing at Wrike, Richard manages the global go-to-market approach in strategic industries, including professional services. He has over 30 years’ experience in the industry, managing the delivery of marketing and sales enablement offerings to professional services, manufacturing, and distribution blue-chip enterprises. He previously worked at Autodesk, where he was responsible for market launches of SaaS solutions.