Statement of Work Template for Consulting Engagements (UK 2025)

When You Need This Contract

Consulting engagement SOWs define specific advisory projects with clear deliverables, methodologies, and timelines. Unlike retainer arrangements, each SOW represents a defined piece of work with a beginning, middle, and end. The SOW should specify the consulting methodology, required client inputs and access, deliverable formats and presentation arrangements, and the critical distinction between what the consultant will deliver and what outcomes the client can expect from implementing the recommendations.

Key Clauses

• Consulting methodology and analytical approach to be used
• Client obligations for information, data, and stakeholder access
• Deliverable specifications covering reports, presentations, and workshops
• Assumptions and dependencies that affect the engagement
• Presentation and handover arrangements for final deliverables

What to Watch Out For

• Not listing specific client obligations for information and access, leading to engagement delays when cooperation is not forthcoming
• Failing to document assumptions that underpin the approach and deliverables, making it difficult to manage scope if assumptions prove incorrect

Sample Clauses

• Sample methodology clause: 'The engagement shall follow the following methodology: Phase 1 - Discovery (weeks 1-2): stakeholder interviews with [X] named individuals, data analysis of [specified datasets], and market benchmarking. Phase 2 - Analysis (weeks 3-4): synthesis of findings, hypothesis development, and interim presentation. Phase 3 - Recommendations (weeks 5-6): final report with prioritised recommendations and implementation roadmap.'
• Sample client obligations clause: 'The Client shall: provide access to named stakeholders within [5] business days of request, supply requested data and documentation within [5] business days, designate a single point of contact with authority to approve deliverables, and provide feedback on draft deliverables within [10] business days. Delays in client inputs shall result in equivalent extensions to the project timeline.'