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Templates/Sales

Statement of Work Template

Contract template for project engagements.

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Statement of Work

Project: [Project Name] Client: [Client Legal Name] SOW Number: [SOW-YYYY-XXX] Effective Date: [Date]


1. Parties

This Statement of Work ("SOW") is entered into by:

Client: [Client Legal Name] Address: [Address] Contact: [Name, Title, Email]

empress: [empress Legal Entity] Address: [Address] Contact: [Name, Title, Email]


2. Project Overview

2.1 Background

[Brief context - why this project exists]

2.2 Objectives

The objectives of this engagement are:

  1. [Objective 1]
  2. [Objective 2]
  3. [Objective 3]

2.3 Success Criteria

This project will be considered successful when:

  • [Measurable criterion 1]
  • [Measurable criterion 2]
  • [Measurable criterion 3]

3. Scope of Work

3.1 In Scope

Phase 1: [Phase Name]

Duration: [Start Date] to [End Date]

Activities:

  • [Activity 1]
  • [Activity 2]

Deliverables:

Deliverable Description Due Date
[Name] [Description] [Date]
[Name] [Description] [Date]

Phase 2: [Phase Name]

[Repeat structure]

3.2 Out of Scope

The following are explicitly excluded:

  • [Exclusion 1]
  • [Exclusion 2]
  • [Exclusion 3]

3.3 Assumptions

This SOW assumes:

  • [Assumption 1]
  • [Assumption 2]
  • [Assumption 3]

4. Project Team

4.1 empress Team

Role Name Allocation
Engagement Lead [Name] [X%]
[Role] [Name] [X%]

4.2 Client Team

Role Name Responsibility
Executive Sponsor [Name] Decisions, escalations
Project Lead [Name] Day-to-day coordination
[Role] [Name] [Responsibility]

5. Timeline and Milestones

5.1 Project Schedule

Milestone Target Date Acceptance Criteria
Project Kickoff [Date] Kickoff complete
[Milestone 1] [Date] [Criteria]
[Milestone 2] [Date] [Criteria]
Project Complete [Date] All deliverables accepted

5.2 Status Reporting

  • Weekly status reports every [Day]
  • Bi-weekly steering committee meetings
  • Monthly executive updates

6. Fees and Payment

6.1 Project Fees

Description Amount
Phase 1: [Name] $[Amount]
Phase 2: [Name] $[Amount]
Total Fixed Fee $[Total]

6.2 Payment Schedule

Payment Amount Due
Upon signing $[Amount] (50%) [Date]
[Milestone] complete $[Amount] (25%) [Date]
Project complete $[Amount] (25%) [Date]

6.3 Expenses

Reasonable travel and expenses will be billed at cost with prior approval for amounts exceeding $[500].

6.4 Payment Terms

Net 30 days from invoice date.


7. Change Management

7.1 Change Process

Changes to scope, timeline, or fees require:

  1. Written change request from either party
  2. Impact assessment by empress
  3. Written approval from Client Project Lead
  4. SOW amendment for material changes

7.2 Change Fees

Additional work beyond this SOW will be billed at:

  • Partner: $[Rate]/hour
  • Principal: $[Rate]/hour
  • Senior Consultant: $[Rate]/hour
  • Consultant: $[Rate]/hour

8. Acceptance

8.1 Deliverable Acceptance

Client will have [5] business days to review each deliverable. Acceptance or specific written feedback required within this period. No response constitutes acceptance.

8.2 Final Acceptance

Project is complete when all deliverables are accepted and final payment is received.


9. Terms and Conditions

9.1 Confidentiality

Both parties agree to maintain confidentiality of proprietary information.

9.2 Intellectual Property

  • Pre-existing IP remains with original owner
  • Work product created for Client becomes Client property upon payment
  • empress retains rights to methodologies and tools

9.3 Warranty

empress warrants services will be performed in a professional manner consistent with industry standards.

9.4 Limitation of Liability

Neither party liable for indirect, consequential damages. Total liability limited to fees paid under this SOW.

9.5 Termination

Either party may terminate with 30 days written notice. Client pays for work completed through termination date.


10. Signatures

Client: [Client Name]

Signature: _________________________ Name: [Name] Title: [Title] Date: _____________

empress

Signature: _________________________ Name: [Name] Title: [Title] Date: _____________