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Statement of Work T...
 

Statement of Work Templates  


Philip Conlon
Posts: 3
Patina Nation Member
Joined: 2 months ago

Hello Fellow Patina Team Members - I am just jumping into consulting and need to develop a statement of work template. Are there examples that can be shared? Or, are there resources you would recommend that provide them? Thanks - Phil

12 Replies
Mark Walztoni
Posts: 2
Member
Joined: 2 years ago

Phil,

Welcome to the consulting world! I suggest picking up Million Dollar Consultant by Alan Weiss. Reading it will ensure your statement of work is communicated on a good template, and also that your approach and the quality of the SOW is strong. 

Good luck, Mark

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Michael Mezera
Posts: 1
Patina Nation Member
Joined: 2 years ago

I have used a template from Formswift.com  It does require that you subscribe to get access.  I don't remember what it cost.  The template prompts you for required information and spits out a completed SOW. The site has kinds of forms that may need in your business.

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Steve Thornton
Posts: 2
Patina Nation Member
Joined: 1 year ago

I suggest that you get a copy of the book Million Dollar Consulting Proposals by Alan Weiss.  It has good examples.

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2 Replies
Marie-Agnès Delvaux
Joined: 2 years ago

Patina Nation Member
Posts: 3

@michaelsthorntonyahoo-com

I wonder if this book is still relevant because it dates from 2011 ! There are new approaches, new techniques, and we have to adapt to the new context. 

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Mark Walztoni
Joined: 2 years ago

Member
Posts: 2

@delvauxmadicloud-com

Alan's 5th edition of this classic work was published in 2016. He is active on YouTube and posts content on his web site, so sampling his work online (and reading Amazon reviews of the 20+ books he has written) may be useful for you to assess his value. My answer was intended to be broader than suggesting a SOW template - a poorly written SOW doesn't matter to prospective clients, regardless of the format. 

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Steve Thornton
Posts: 2
Patina Nation Member
Joined: 1 year ago

Selling value has not changed.  I am open to be enlightened.

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1 Reply
Marie-Agnès Delvaux
Joined: 2 years ago

Patina Nation Member
Posts: 3

@michaelsthorntonyahoo-com

Thanks for your quick reaction ! 

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Joseph Abicca
Posts: 2
Patina Nation Member
Joined: 1 year ago

Phil,

Attached are work statements from a project I completed with Patina.  Although, your project my be a different subject matter I thought the format may help.  The Patina format was the submitted version and the initial outline was my version used to develop the understanding of work.

Hopefully this helps you.

Joe

 

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1 Reply
Philip Conlon
Joined: 2 months ago

Patina Nation Member
Posts: 3

@abiccajaol-com

Joe - Thanks this is helpful! Phil

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Joseph Abicca
Posts: 2
Patina Nation Member
Joined: 1 year ago

Phil,

I don't believe both made the attachment.  Possibly only allows one attachment per reply.

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Philip Conlon
Posts: 3
Patina Nation Member
Joined: 2 months ago

Thanks for all the replies. Much appreciated!

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Nancy Michael
Posts: 1
Patina Nation Member
Joined: 4 weeks ago

Phil, here's a template that I built for consulting proposals/statements of work. I've left in some sample text in spots to give you a sense of what might be contained in those sections. I hope this is helpful.

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