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Writing a scope of work clients actually approve

A good scope answers the client's questions before they ask them. Here is the structure that gets approved quickly and prevents arguments later.

Business4 min readCorvane Ashmoor & Co.

A written scope protects both sides: the client knows exactly what they are paying for, and you know exactly what you promised. The best scopes are short and specific.

The parts of a clear scope

  • The goal: one or two sentences in the client's words.
  • The work: what you will do, as a short list.
  • Deliverables: what the client will receive, in what format.
  • Timeline: start date, milestones and delivery date.
  • Fee and terms: the amount or rate, when it is billed and when it is due.
  • What is not included: the most common source of disputes, so say it plainly.
  • What you need from the client: documents, access, decisions and by when.

Keep it readable

One or two pages. Plain language. No surprises in the fine print.

Handle changes in writing

When the work grows, send a short change note with the new work, time and fee before doing it. Clients rarely object to a change they agreed to in advance.

See our sample written scope for an example.

This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.

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