What is a scope of work template?

A scope of work template allows you to keep track of your project, assignments, and deliverables with ease. You can write a scope of work on a simple document, such as a Google doc. Once you've written your scope of work, you can add the document plus any related files (designs, roadmaps, milestones, content, etc) from your favorite tools to your Collato map. Stakeholders and team members can ask our AI-search any project-related questions, saving you and your team hours of answering questions or finding information across cluttered tools.

Why use a scope of work template?

Save yourself time by using a ready-made template to keep track of your projects. Using a template for your scope of work helps you avoid scope creep and ensures that you document everything, including internal and external interactions. Using a scope of work template also helps you keep track of what's out of scope for the project. You can copy the template and create a new scope of work for a new project with those out-of-scope tasks, if necessary.

What's included in this scope of work template?

Collato's scope of work template includes everything you need to properly track your project.

Introduction - A proper scope of work will include basic information like the name of the project, stakeholders, contact information, and the standing offer.

Overview and objectives - Here is where you'll include a high-level overview of what is to be completed for the project. You may also embed a statement of work if you have that as a separate document. Here is also where you'll include the objectives of the project, the resources required, and the stakeholders.

Project schedule - Keep track of all the moving parts by including a detailed schedule, including milestones, for each phase of the project. Link your Jira roadmap or Confluence page here. Drop them (+ your scope of work) onto your Collato map so you and your team can quickly find project-related information.

Deliverables - You'll need to include your expected deliverables here, and once you have them, you can link them directly into the template. Drop your scope of work doc plus any other referenced or related files onto your searchable knowledge map to use as a project wiki.

Out of scope - Note down which tasks or features are not going to be tackled in this project. If necessary, copy the template and create a new scope of work for a separate project with these tasks.