The full template
Words in brackets, like [Client Name], fill in automatically from your client's details when you use the template in Clientary.
In the editor, you can change any section or add your own. Once you send it, your client signs online from any device. Edit this template online
This Statement of Work is made on [Contract Date] between [Company Name] ("Consultant") and [Client Name] ("Client"), under the Consulting Services Agreement between them dated [date, for example: March 1, 2026]. The terms of that agreement apply to this Statement of Work.
1. Project and Objectives
Consultant will conduct a three-week review of how work moves through Client's operations team, from order to delivery (the "Project"). The objectives are to:
- Find where work is delayed, duplicated, or reworked, and why
- Measure the effect on delivery times and costs
- Agree with Client's leadership on which improvements to pursue first
2. Deliverables
- Interviews with up to 12 leaders and staff
- Process maps of the current order-to-delivery flow
- A review of operating and financial data
- A findings report with prioritized recommendations
- A half-day recommendations workshop with Client's leadership team
3. Timeline and Milestones
Work starts on a date agreed at kickoff, within two weeks of signing.
- Week 1: kickoff and interviews
- Week 2: process mapping and data review, with early findings shared at the end of the week
- Week 3: findings report delivered and recommendations workshop held
4. Acceptance
Client will review each deliverable within five business days of receiving it, and either accept it or list the specific changes needed for it to match this Statement of Work. Consultant will make those changes once. A deliverable is accepted if Client doesn't respond within five business days.
5. Fees and Payment
The fixed fee for the Project is $11,300:
- Leadership and staff interviews: $3,600
- Process mapping: $2,400
- Operating and financial data review: $2,000
- Findings report with prioritized recommendations: $1,800
- Recommendations workshop: $1,500
50% ($5,650) is due on signing and 50% ($5,650) on acceptance of the findings report. Expenses are billed at cost under the Consulting Services Agreement.
6. Assumptions
The fee and timeline assume that:
- Client makes interviewees available within the first week
- Client shares the operating and financial data requested within five business days of kickoff
- One project sponsor at Client gives consolidated feedback and decisions
- Interviews and the workshop are held at Client's office or by video
If an assumption doesn't hold, either party may propose a change request.
7. Change Requests
Either party may propose a change to the scope, deliverables, or schedule in writing. Consultant will describe the effect on the fee and timeline, and the change takes effect once both parties approve it in writing. Unless the change request says otherwise, additional work is billed at $175 per hour.
By signing below, both parties agree to this Statement of Work.
How to use this template in Clientary
- Edit it online. Change any section or add your own. No account needed.
- Preview it as your client will see it. Fill in who it's for and pick a design.
- Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your contract is waiting in your new account with your client's details filled in.
- Send it to be signed. Your client reviews and signs online, and you can see when it's viewed and signed.
Learn more about contracts and e-signatures in Clientary.