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Free Resource

Free Construction Scope of Work Template

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We have designed this easy-to-use construction scope of work template to help contractors clarify their project scope and statement of work. Streamline your project planning with this free project scope template to ensure clear communication and alignment with stakeholders.

The ConstructionOnline scope of work template includes sections to outline project information and a statement of work. It provides sections for you to clearly define your project deliverables, project constraints, project phases, and milestones. Once completed, you can save, print, or email your project scope contract for your client to sign on the provided signature lines. This construction scope of work template is fully customizable in Microsoft Excel or Google Sheets.

What is a Scope of Work?

A scope of work is a formal project management document that outlines what will be completed in a project. Contractors regularly provide their clients a scope of work contract to establish the work they agree to complete. A construction scope of work can be as simple as a few sentences presented in a statement of work. However, it will often include other details.

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Deliverables and Constraints

A project deliverable is one of the finished products that the contractor will provide for the client. Deliverables can be the product itself, a sub-product, or documentation of the product. For example, the deliverables could be a new driveway, a drainage ditch, and the plans and permits for the project. The deliverables form the outline of what the contractor agrees to provide in the scope of work contract.

A project constraint is a potential limit to how well the contractor can provide the deliverables. Typically constraints will affect the timeline or cost of a project. For example, one scheduling constraint could be the need for building permits. If the city does not provide them in a timely manner, the project could be delayed.

Project Resources

Project resources are the people and equipment needed to complete the project. The scope of work may include contact information for important members of the project team. It may also include a list of subcontractors or heavy equipment that will be working at the job site.

Phases and Milestones

Phases and milestones are the portions of the project scope that outline the project timeline. Often, project milestones will mark the start or end of a phase, but this is not always the case. More specifically, a project phase is a collection of related tasks in the construction schedule.

Common phases are Pre-Construction, Sitework, Foundation, and so on. Project milestones are specific dates that mark the completion of a crucial step in the project. The project start and end dates are often milestones as well.

Project Budget

The project scope often includes a construction estimate. If this is in a scope of work contract, it may be only a preliminary estimated budget. If this is in a project contract, then an official estimate proposal presents the estimate.

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What does the Construction Scope of Work Template include?

  • Free scope of work example

  • Sections for a statement of work and project information

  • Sections for project milestones and the project budget

  • Signature lines for presenting a scope of work contract

  • Instructions for filling out the project scope fields

 

Who is a Project Scope Template for?

  • Project Managers

  • General Contractors

  • Specialty Contractors

  • Custom Home Builders

  • Multi-Family Developers

  • Commercial and Residential Remodelers

Why should I use a Scope of Work Template?

First, you should use a scope of work template because a scope of work defines the direction of a project. It communicates to your clients clear project goals and expectations. It also organizes your team and prepares them to complete the project on time and on budget.

Second, you should use a construction scope of work template because it protects you, the contractor. By clearly defining your project scope, you can avoid scope creep during the life of the project. Scope creep is when you drift outside the original parameters of the project. This usually results in lost money and time.

Using a project scope template also allows you to present a scope of work contract to clients. This protects you from clients demanding you complete work outside the scope that they signed for.

Finally, a scope of work template can be easily copied and used again. While each project is unique, many projects will have similarities in their scope. Using a template allows you to quickly create your project scope statements on new projects.

How can I write a better construction scope of work?

 A construction scope of work clearly outlines the goals of a project. Thus, it is important for project managers to effectively craft their scope of work statements. A few simple steps can help you write better scopes of work.

Use Simple, Clear Language

An effective scope of work is understood by the project manager, the clients, and other team members. Use simple language in the statement of work that clearly communicates the project scope. Avoid long or confusing sentences, and define terms that may be unfamiliar to clients. Before sending your scope of work document, check it for any spelling or grammar errors. 

These tips are especially important if the scope of work is included in a contract. Having a clearly defined scope of work can protect against litigation.

Use Data Points

One way to clearly communicate the scope of work is by using data points. These hard numbers, such as dates, milestones, or budgeted values, can be more easily read and digested.

Additionally, data points provide you, the project manager, with concrete goals to aim for. For example, if you clearly define target milestones, you now have a standard against which you can measure your project success.

Keep Your Scopes of Work Consistent

Keep your scope of work format, structure, and wording consistent across projects. This will help you to write project scopes quickly. Consistent project scope documents also provide you a standard by which to tweak your scopes of work on future projects. Finally, this process serves as a guide to ensure all parts of the scope of work are included.

One way to ensure this consistency is by using a project scope template. Many construction project management software include tools to create such templates.

How can I become a better project manager?

Effective project management requires a high level of organization and communication. It involves coordinating clients, subs, and equipment to complete a project on time and on budget.

One way to become a better project manager is to establish a method of record-keeping. Plans will change, tasks will take longer than expected, and you may forget important project details. Simply keeping a record of communication and work completed is a good way to start becoming a better project manager.

Having a consistent convention for that record keeping is even better. This can be done through a personal system for construction document management or task management. Many construction project management software include these tools.

Another way to become a better project manager is to create and maintain a project schedule. Creating project schedule milestones or completion dates, like in a scope of work template, is a good start. However, it is not enough to effectively manage a project.

Once the project schedule is created, it needs to be maintained. If the project manager assigns a sub or trade to a task, they need to also properly notify the sub or trade. Furthermore, they must ensure that the sub completes the work.

If there are delays in the schedule, the project manager needs to adapt the schedule to make up as much time as possible. Again, the project manager must also notify those responsible for now-delayed tasks.

While this can seem daunting, construction scheduling software, like ConstructionOnline, simplifies the project manager’s job. The Gantt chart included in ConstructionOnline’s scheduling software provides you with a visualization of tasks. The automated reminder system notifies subs and team members of upcoming tasks.

What project management tools does ConstructionOnline offer?

In addition to construction scheduling software, ConstructionOnline offers a number of project management tools. These tools include file and photo, contact, and task management features. Punch lists, checklists, and daily logs are also included for tracking project progress. Client and sub portal logins are available to ensure all communication is received and recorded.

With ConstructionOnline, you can find any project management tool you may need for managing a project from start to finish. Our free Core Tools plan includes many of the same features as well! Take your next steps to better project management by trying ConstructionOnline for free today.

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