Length: 1 Day
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SOW Writing Workshop

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As everyone in project management understands, when composing a Statement of Work (SOW) there really is no room for error.

A SOW is a critical document. SOWs set the stage for future cooperation and is part of a legally binding agreement. Consequently, even a tiny mistake or the slightest misunderstanding can set off an avalanche of issues.

Every project, whether as small as a one-page website or as complicated as a multistory structure, will benefit from a well-crafted SOW.

The SOW is a required project planning document and must include details such as expected results, work schedules, invoicing schedules, work process, and so on.

Once approved, the SOW must be communicated to all stakeholders to prevent any disputes or ambiguities in terms of timelines, budgets, success criteria, and deliverable requirements.

Perhaps the simplest definition of a statement of work is that it sets, aligns, manages, and documents the project’s expectations. Nailing the SOW will save you a lot of headaches down the line.

Whether the project requires you to conduct a feasibility study or develop a bespoke application, when creating the SOW, getting the details right — an important management principle is an absolute necessity.

If you are in the business of developing and managing projects or building software products and services, you’ll be in frequent need of clearly composed SOW documents.

A formal SOW document is especially helpful when working with external resources or outsourcing projects to vendors or third parties. It serves as a legally binding contract that comes into play in case of disputes arising due to failure to deliver, financial dues, discrepancies in the end product delivered, missed due dates, etc.

The core of your organization’s SOW will come in what’s known as the Scope of Work. This acts as a summary for the project. It will offer a description of the endeavor and lay out the assignment’s goals and expectations.

At the same time, it will provide an outline of the undertaking, so that both sides have an idea of what the final result should look like.

Whether the project requires you to conduct a feasibility study or develop a bespoke application, when creating the SOW, getting the details right — an important management principle is an absolute necessity.

This is essential because at the end of the project, stakeholders will refer back to the statement of work to determine if the agreed-upon conditions have been met and whether your company will be compensated fully or incur penalties.

SOW Writing Workshop by Tonex

Writing an effective Statement of Work (SOW) is essential to achieving best value. It’s no secret that the quality of  SOW can literally break or make an acquisition as well as boom or doom your organization.

That’s why participants in SOW Writing Workshop will learn the best approaches to effectively write each part of the SOW.

You will learn to see the SOW from the contractor’s perspective and anticipate any questions he or she may have.  In short, you will leave this course well-equipped to write an SOW that mirrors actual requirements, generates competitive proposals, and guides contractor performance.

Additionally, participants learn best practices, analyze legal cases, and recognize the impact your work has on cost, schedule, and quality.

Providing hands-on experience, this course includes case studies and examples that apply to actual environmental projects. Principles taught in this course apply to preparing SOWs for all types of environmental projects.

Team leaders can doubly benefit from SOW Writing Workshop by learning how to train your staff on how to create an effective SOW by showing them what a Statement of Work is, why you use it, and what it’s supposed to achieve. You’ll also learn how to teach them the basic components they must include in the document.

Teach them to write statements of work documents, complete with a cover page, contents page, executive summary, key sections, summary, and an appendix that provides support materials.

Learn About:

  • How to recognize the regulatory and legal principles that govern SOWs
  • Recognizing and using appropriate SOW formats applicable to different types of contracts
  • Using a repeatable process for preparing SOWs for environmental projects
  • Preparing a SOW that is compliant, readily understood by contractor and agency alike, and that fully meets the needs of the government
  • Reviewing a SOW professionally, politely, and constructively

Audience

SOW Writing Workshop is a 1-day course designed for:

  • Contract specialists
  • Environmental engineers
  • Engineering technicians
  • Quality assurance, legal, and contracting personnel
  • Any Federal employee or contractor responsible for writing or reviewing statements of work (SOWs)
  • PMP-certified project managers
  • IT project managers
  • Project coordinators
  • Project analysts
  • Project leaders
  • Senior project managers
  • Team leaders
  • Product managers
  • Program managers
  • Project sponsors
  • Project team members

Learning Objectives

Upon the completion of SOW Writing Workshop, participants can:

  • Plan the SOW, including how to scope the project, what a Work Breakdown Structure (WBS) or job analysis is, why you review and tailor references, and why and how to request data.
  • Organize the SOW, including suggesting the format for environmental projects
  • Write the first draft of the SOW
  • Revise the SOW, including revising for consistency and compliance, how to avoid vague and ambiguous terms, and how to use straightforward language to impact the project
  • Identify what a “breach of contract” requires
  • Help others to evaluate SOWs for quality, clarity and unity
  • Use data on how the courts historically understand arguments in contract language based on long-standing rules
  • Choose a proper SOW type that fulfills the government requirements
  • Explain all features of the work to be performed in a way that will be comprehended

Workshop Agenda

  • Working with Tonex SOW Templates
  • Overview: What Makes Up a Statement of Work?
  • Introduction
  • Scope of Work
  • Overview of Tasks
  • Milestones/Deliverables/Schedule
  • Verification and Validation (Standards and Testing)
  • Define Success Criteria
  • Success KPIs
  • Requirements
  • Payments/Cost
  • Others
  • Closure

 

SOW Writing Workshop

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