Length: 1 Day
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SOW Writing Workshop for Engineers

Typically, the statement of work (SOW) serves as the heart of a contract, including all of the work requirements, acceptance criteria, payment terms, and metrics or milestones used to measure success.

A Statement of Work is important because it ensures there is no misunderstanding between vendors and their clients when they come on board a project. An effective SOW also protects the client from their vendors suddenly claiming they were enlisted for different deliverables, a different project schedule, or other details than were originally agreed to.

A good statement of work contains many details, structured and logically relevant. This helps the negotiations to run more productive and faster. A well-organized statement of work helps you to save time (which, of course, is an important cost saving measure).

However, it’s important for organizations to understand that a SoW is not legally binding. As such, it is often accompanied by a formal legal contract that outlines the specifics of an agreement such as the parties, terms, reporting requirements, payment obligations, etc.

When a SoW is not accompanied by a legally binding contract, it is crucial for both parties to know and understand each other well so the transaction can be completed smoothly.

There are many SOW templates available to help get managers started. However, to write a statement of work can be somewhat complex. Getting everything included to ensure the scope of services is detailed enough is critical.

Elements of an SOW can include:

  • Purpose of the project
  • Scope of work being performed
  • Location of the project, project length, and any work requirements
  • Expected deadlines and deliverables
  • Acceptance criteria
  • Any hardware and software required
  • Performance-based standards to be met

A concise and well written SOW mitigates the risk of overspend by ensuring both supplier and organization have a clear understanding of, and accountability for, the work involved. Bolstering the upfront agreement, lessens the opportunity for misunderstandings resulting in contract extensions and associated costs.

Experts in SOW documents recommend that organizations involve whole teams because an effective SOW is a team effort, so get input from all team members who have a stake in the project.

In fact, it’s a good idea to have as many people as possible review the SOW and be prepared to update it as new information is discovered or becomes available.

SOW Writing Workshop for Engineers 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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