Consulting and operationsXLSX
Consulting scope of work
Define deliverables, scope boundaries and acceptance.
Expert or consultantEstimated time: 25 minutesVersion: 1.0
How to use
1. State objective and concrete deliverables. 2. List scope exclusions. 3. Define data, roles and deadlines. 4. Agree acceptance and change handling.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Objective: Improve training enquiry follow-up Deliverable 1: Current process map Deliverable 2: Follow-up checklist Out of scope: Buying or developing a new system Client owner: Operations manager Required data: Enquiry sample without sensitive data Delivery period: Two weeks after receiving data Acceptance criterion: Pilot the checklist on five enquiries Change handling: Written approval for extra deliverables Handover: Briefing session and deliverables copy