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Consulting SOW
"I need a Consulting SOW for a 6-month IT infrastructure upgrade project starting March 2025, involving remote work and on-site services in Dublin, with specific emphasis on data protection compliance and knowledge transfer requirements."
1. Parties: Identification of the consultant and client, including full legal names and registered addresses
2. Background: Context of the consulting engagement and reference to any master agreement if applicable
3. Definitions: Key terms used throughout the SOW, ensuring consistent interpretation
4. Scope of Services: Detailed description of the consulting services to be provided
5. Term and Timeline: Duration of the SOW and key milestone dates
6. Deliverables: Specific outputs and deliverables to be produced
7. Acceptance Criteria: Standards and processes for accepting deliverables
8. Fees and Payment Terms: Consulting rates, payment schedule, and invoicing requirements
9. Project Governance: Management structure, reporting requirements, and communication protocols
10. Resource Requirements: Consultant and client personnel commitments and responsibilities
11. Change Control: Process for managing changes to scope, timeline, or deliverables
1. Travel and Expenses: Include when consulting work requires travel or significant expenses
2. Service Levels: Include when specific performance metrics need to be maintained
3. Security Requirements: Include when consultant requires access to client systems or sensitive data
4. Knowledge Transfer: Include when formal transfer of knowledge to client staff is required
5. Transition Services: Include when handover to client or another provider is needed at end of engagement
6. Location of Services: Include when work location (on-site/remote) needs specific definition
7. Client Dependencies: Include when success depends on specific client inputs or actions
1. Schedule 1 - Detailed Service Description: Comprehensive breakdown of services and methodologies
2. Schedule 2 - Deliverables Specification: Detailed technical or functional specifications for deliverables
3. Schedule 3 - Project Plan: Detailed timeline, milestones, and resource allocation
4. Schedule 4 - Rate Card: Detailed breakdown of rates for different resource types or services
5. Schedule 5 - Key Personnel: Details of key consultant personnel assigned to the project
6. Appendix A - Progress Report Template: Standard format for progress reporting
7. Appendix B - Change Request Form: Template for documenting and approving changes
Authors
Technology
Financial Services
Healthcare
Manufacturing
Professional Services
Telecommunications
Energy
Retail
Public Sector
Education
Construction
Life Sciences
Procurement
Legal
Finance
Project Management Office
Operations
Commercial
Business Development
Risk & Compliance
Information Technology
Human Resources
Procurement Manager
Project Manager
Legal Counsel
Contract Manager
Business Unit Director
Chief Financial Officer
Operations Director
Consulting Director
Delivery Manager
Account Manager
Commercial Manager
Department Head
Program Manager
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