Most companies provide their employees, especially new hires with information about their obligations to satisfy when staying with the organization. Scope of work proposal helps tackle the possible duties and responsibilities of different employees with specific roles in various departments. What is a scope of work proposal, and what makes it relevant in different businesses regardless of their industries? The following sections contain useful information about the document, including its description, components, and structure. The article also addresses frequently asked questions about the scope of work proposals from different sectors and individuals. Continue reading the different parts of the report to gain a deeper understanding of the document.

What Is a Scope of Work Proposal?

Scope of work proposal is a partial draft of a section in an agreement that details the description of the job a person does for a project or a position. The scope of work document must indicate the necessary milestones, deliverables, reports, and end products a hiring company is expecting from a person or organization they hire for a task or work position. When it comes to fulfilling or drafting the scope of work for a particular job application, it is crucial to concentrate on how businesses must organize it. Remember that scope of work documents can make or break certain projects. In creating the scope of work proposal, remember to rid or avoid any kind of ambiguity. It helps the company define success to stakeholders and eliminate any misinterpretations and assumptions. Companies can do this by lessening the chances of miscommunication. Essentially, the scope of work must be clear, concise, specific, and detailed. As mentioned, it is best to have the stakeholders know about the scope of the work proposal through a stakeholder’s meeting, involving them in the drafting process. It is easier to clear out specifics and clarifications in this way.

According to an article from Gallup dated September 2015 entitled Obsolete Annual Reviews: Gallup’s Advice, a little over 50 percent of respondents from 550 organizations with a total of 2.2 million employees are aware of their job responsibilities at work. The data originates from the first assessment for employee engagement from the participating companies to form the data.

Components of a Scope of Work Proposal

Similar to a scope of work document, the proposal consists of necessary parts to the finalized document. The scope of work proposal serves as the initial blueprint. The proposal must already contain all the necessary information similar to the end product. Below are the essential components of a scope of work proposal.

Glossary: The glossary contains necessary terms and acronyms in the length of the scope of work. It indicates all definitions of terms that are vague or confusing to readers, especially those with double meanings. Construct the document glossary from the perspective of an individual who does not belong in a particular industry or organization.Problem statement: The problem statement describes the problem that the document needs to address within one or two paragraphs in length. It defines the scientific and technological baselines of the present and admissible status of the system that needs improvement.Goals of the agreement: At the beginning of the objective or goal statement is a sentence that provides a brief description of organizational goals and the processes that follow when achieving these goals. The objectives the company sets can be towards technical, economic, or social advancements. The statement must be within two to three sentences in length.Agreement deliverables or outcomes: The section consists of the projects of the objective, following the SMART goal setting, making sure that the outputs are measurable and identifiable. Ensure that the deliverables consist of the relevant tasks and end products. The outcomes must be specific, measurable, attainable, relevant, and time-based. Personnel who read the tasks and deliverables must be able to create a workable budget referring to the scope of work. When reviewing deliverables, it must be clear to the referred party what the company expects from them. Some scope of work documents includes more than one output. As such, each deliverable must have its set of tasks and end products to specify the expectations from the organization. This section is the work breakdown structure.Milestones: Aside from the task details, identifying the milestones help break down a project into more digestible portions. Indicate all these milestones for the company to monitor significant progress, allowing members to stick to scheduled timelines to accomplish tasks.Administration: More or less there will be soft deliverables during the span of the project. These are the team meetings, work calls, and company conferences that an individual observes. These must be present and outlined in the administration section. Any work requirement that is not the end product of the specific activities and duties of the work must be available with comprehensive descriptions.Timeline: In the timeline, there must be a Gantt chart that details the significant stages of a project. The section describes a visual presentation of the project roadmap leading the team and the members into accomplishing the tasks from the beginning to the end of the project. The timeline also contains the dates for administration tasks. The components of the document must not incorporate any ambiguity and must create a clear picture of what, when, and in what form deliverables will be available, noting other requisites.Exclusions: Any other tasks, activities, deliverables, or outputs not within the scope of work are outside the confines of the document. However, specific clauses or conditions may mention tasks or activities that employees must not perform. These actions are visible in the exclusions section of the scope of work.Reporting: The scope of work also includes information about all deliverables, including produced reports during the duration of the project, whether these are status reports to customers, progress reports that details the inquiries to vendors and partners, or audit reports that details appropriations and company performance. The following documents must include their descriptions, including the individuals responsible for creating the reports and their delivery schedule.

How To Create a Scope of Work Proposal

As the scope of work covers necessary information regarding tasks and activities that an individual must accomplish, the scope must be a comprehensive document. When drafting the scope of work proposal, remember to avoid including any ambiguities and to involve the appropriate people during its creation. Below is a step-by-step guide in writing down the scope of work proposal for a project.

  • 1. Write a Clear and Concise Introduction

    Begin the scope of work proposal by writing a brief introduction that serves as an abstract overview of the problems the team needs to address. The introduction must specify the project’s purpose and relevance to the company stakeholders. Save the diminutive components for the other sections of the proposal. The introduction only provides context on the grounds behind the significance of services and a brief description of an individual’s suitability to accomplish the tasks.

  • 2. Identify the Project Goals

    After the introduction of the problem statement in the introduction, the next step is to provide an explanation of the overall goal of the company for a project. In writing the project objectives, the person drafting the document must answer a specific question: What is the ultimate end goal? There is no need for full and lengthy explanations and getting caught up in insignificant details.

  • 3. Indicate the Project Objectives and Necessary Deliverables

    During this step, the writer indicates the tasks and deliverables they need to produce. It is best to create a rundown of tasks into a detailed task list for the project, pairing them up with descriptions of deliverables associated with each. Remember that some of the tasks are just methods or processes to produce an end product. As such, you can group specific activities to avoid repetitive words and sentences in the document. List all the necessary information according to which ones an individual needs to accomplish to avoid confusion. Indicate detailed descriptions of the processes or methods to perform the activities, the needed resources for completion, and their impact on the outcome of deliverables. End the section by compiling the importance of the outputs to execute the project.

  • 4. Identify the Project Layout and Schedule Timeline

    The scope of work proposal must identify when stakeholders expect the deliverables. It must indicate the project schedule, including related information like the kickoff, task completion dates, stakeholder review dates, output completion dates, testing period, and project closeout. This section of the document must be concise and specific as the information guarantees clarity and transparency. It also provides a baseline for any changes in the future. This section goes well with the project scope giving further context about the goals.

  • 5. Specify the Terms and Conditions

    After completing the project objectives and timeline, the next step is to indicate the terms and conditions of taking the project. The section must include every contingency upon the completion of the project, along with additional support items the worker needs from the stakeholders to accomplish tasks. The terms and conditions cover information that includes payment terms, travel requirements, testing and assessment support, security clearances, and access to hardware and software. The section also indicates the necessary standards of accepting or rejecting deliverables, the stakeholder’s description of success, the person in charge of reviewing and approving outputs, and other criteria that determine project quality.

  • 6. Write the Criteria for Completion and Sign the Proposal

    After the stakeholders have a grasp of the project details in the statement of work, the last section of the proposal must indicate a binding clause or statement of their responsibility and accountability of all the terms within the proposal. That is why stakeholders must be present and active in the creation of the scope of work proposal. On the last portion of the document, indicate a space where both parties must sign if they agree to all the terms and conditions present in the document.


What is the difference between a proposal and a scope of work?

To differentiate, a project proposal contains a summary of possible solutions to a client’s problem. It serves as an introduction to what you can do for your client and what they can expect in return. The project scope of work creates a comprehensive project roadmap, inclusive of the agreement of what, when, and how.

Who provides the scope of work?

The project manager and the client must collaborate in creating the scope of work for a project. One of which contracts the project and the other is the hiring body that needs the product or service.

What is scope research?

Scope research or scope of the study defines the boundaries and limitations of a research project. The scope of research introduces all the necessary aspects for consideration in the research project. It also specifies the operation parameters of the study.

The scope of work proposal is necessary before submitting a finalized document. It allows the involved individuals to be thorough in its creation, making all the terms, conditions, schedules, milestones, and deliverables clear to everyone. When writing down the scope of work proposal, ensure that the person writing it must seek the help of stakeholders to ensure that they have an idea of its context and contents. Draft the scope of work proposal for your organization by downloading the samples available in the article and start the hiring process for individuals to achieve project success.