Statement of Work template | AML Consultancy Solutions

About this document

What it’s for

A Statement of Work (SOW) records the specifics of one project or phase carried out under an existing master agreement – such as the Software Development Agreement, SaaS Subscription Terms or IT Support and Managed Services Agreement in this pack. The master agreement holds the legal terms; the SOW holds the detail.

When to use it

Each time a new project, phase, release or piece of professional services work is agreed with an existing client
For implementation, onboarding, migration or configuration work alongside a SaaS subscription
Whenever “what are we actually delivering?” needs to be written down and signed

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

1. Agreement details
2. Background and objectives
3. Scope of work
3.1 In scope
3.2 Out of scope
3.3 Locations and working arrangements
4. Deliverables
5. Timetable and milestones
6. Responsibilities, dependencies and assumptions
6.1 Supplier responsibilities
6.2 Customer responsibilities and dependencies
6.3 Assumptions
7. Acceptance
Acceptance criteria
8. Charges and invoicing
9. Project team and key personnel
10. Governance and reporting
11. Risks and issues
12. Change control
13. Special terms (if any)

How to complete it

Give each SOW a unique reference and identify the master agreement it falls under
Be specific in sections 3 to 6 – list what is out of scope as well as what is in
Agree acceptance criteria and dependencies before work starts
Have it signed by authorised signatories for both parties; later changes go through the Change Request Form

Key points to check

A SOW should not quietly override the master agreement – use section 13 if it genuinely needs to
If there is no master agreement, do not use a SOW on its own: put a full contract in place first

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Tech & SaaS

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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Statement of Work

What it’s for

When to use it

What’s inside

How to complete it

Key points to check

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