Independent Contact Center Consultants: Bridging Strategy, Technology and Operations Since 2004

SOW Checklist

This list serves as a trigger for defining the contents of a Statement of Work (SOW) for professional services. While some of the information may be covered in a Request For Proposal (RFP), it’s a good idea to repeat it in the SOW or, at a minimum, include the RFP by reference.

Considerations include:

  • Scope of the effort
  • Overall Approach
  • Deliverables
  • Staffing
  • Timeline
  • Assumptions
  • Milestones, Acceptance Criteria
  • Mechanism for scope change
  • Cost
  • Terms & Conditions

If you want a strong working relationship with your vendor, take the time to work through a formal SOW before you launch a project.