Statement of Work Template for Consultancy Businesses (UK 2025)

Why Consultancy Businesses Need a Statement of Work

Consultancy statements of work define specific advisory engagements including the research methodology, stakeholder interviews, analysis approach, and deliverable formats. Unlike technical SOWs, consultancy SOWs must carefully manage the inherently uncertain nature of advisory work where findings and recommendations cannot be predetermined. The SOW should specify the information and access the client must provide, the consultant's approach and methodology, and the format and timing of deliverables.

Key Clauses for Consultancy

• Research methodology and analytical approach
• Stakeholder access and information requirements from the client
• Deliverable format, structure, and presentation arrangements
• Assumptions and dependencies that may affect the engagement

Common Mistakes

• Not listing the specific client information and stakeholder access required, leading to engagement delays when access is not forthcoming
• Failing to document key assumptions about the client's business or market that underpin the consultant's approach

Template Sections

• Research methodology and approach description
• Client obligations for information and access
• Assumptions and dependencies register