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Statement of Work Toolkit

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Establish Quality Metrics, baseline performance and improvement goals for program performance in terms of on time completion of Project Work, compliance of contract work with the specification and Statement of Work, rework/ Corrective Actions and Customer Satisfaction.

More Uses of the Statement of Work Toolkit:

  • Provide program plans to ensure Contractual Requirements and Statement of Work deliverables are captured and scheduled.

  • Develop Statement of Work for the Controls and Software Team.

  • Manage services are defined in a standard or modular Statement of Work and training is defined in an established curriculum.

  • Organize: plan, monitor, and control relevant tasks outlined in the contract and Statement of Work.

  • Drive the creation, review and approval of the Program Plan or Statement of Work (SOW).

  • Manage work with contracts, and Vendor Management, and the resourcing vendor for creating and execution of Statement of Work (sow).

  • Be certain that your planning approves a clear Statement of Work and Project Scope for all research departments before beginning work.

  • Provide contributions to the Development Teams during all phases of the Product Lifecycle assessing the planning for and implementation of tailoring the process for compliance with good engineering practices along with adherence to the program Statement of Work.

  • Develop: program focal point for tooling Statement of Work changes.

  • Systematize: accurate scoping of Professional Service engagements, effort analysis, and seeing through the whole Statement of Work lifecycle for solutions.

  • Be accountable for the creation and maintenance of project artifacts charters, schedules, Statement of Work, budgets, deliverables, requirements, approvals/sign off, etc.

  • Establish that your operation prepares program estimates, Statement of Work and compliance matrices for new projects.

  • Confirm your project complies; controls Project Scope and ensures Process Compliance to the design outlined in client approved Statement of Work.

  • Standardize: successful Professional Services project is to ensure all work outlined in the project Statement of Work is completed on time and meets Client Expectations.

  • Arrange that your enterprise provides contractual guidance to business Team Members for appropriate Statement of Work.

  • Support the development and maintenance of the Program Integrated Master Schedule (IMS) deliverables in accordance with the Data Item Description (DID) / Statement of Work (SOW).

  • Be accountable for defining briefs and Statement of Work for new and existing clients.

  • Ensure you orchestrate; lead the development and maintenance of the Program Integrated Master Schedule (IMS) deliverables in accordance with the Data Item Description (DID) / Statement of Work (SOW).

  • Oversee: review Statement of Work (sow), validating scope and tactical project requirements.

  • Be accountable for assessing customer workloads, qualifying applications that are suitable for migration and developing high level Statement of Work.

  • Confirm your venture coordinates with Security Service providers and suppliers to ensure compliance with Statement of Work and Post Orders.

  • Establish Key Performance Indicators (KPIs), maintain oversight of Statement of Work (sow), and manage relationship of vendor partner.


Save time, empower your teams and effectively upgrade your processes with access to this practical Statement of Work Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Statement of Work related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Statement of Work specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Statement of Work Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Statement of Work improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?

  2. Why should you adopt a Statement of Work framework?

  3. How have you defined all Statement of Work requirements first?

  4. Do those selected for the Statement of Work team have a good general understanding of what Statement of Work is all about?

  5. What are the long-term Statement of Work goals?

  6. Are there any Revenue recognition issues?

  7. How do you gather requirements?

  8. How is implementation research currently incorporated into each of your goals?

  9. What Management System do you use to leverage the Statement of Work Experience, ideas, and concerns of the people closest to the work to be done?

  10. Does management have the right priorities among projects?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Statement of Work book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Statement of Work self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Statement of Work Self-Assessment and Scorecard you will develop a clear picture of which Statement of Work areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Statement of Work Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Statement of Work projects with the 62 implementation resources:

  • 62 step-by-step Statement of Work Project Management Form Templates covering over 1500 Statement of Work project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Statement of Work project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Statement of Work Project Team have enough people to execute the Statement of Work Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Statement of Work Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Statement of Work Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Statement of Work project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Statement of Work project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Statement of Work project with this in-depth Statement of Work Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Statement of Work projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Statement of Work and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Statement of Work investments work better.

This Statement of Work All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.