Sow-Statements of Work

Who Should Attend?
Requirements developers, in-house SOW team members, project managers, contract managers

Full Seminar Description
This course provides the essential information you'll need, including basic contract management concepts, to consistently develop and administer effective Statements of Work. This course defines the essential ingredients of the SOW and special terms and conditions of performance. Learn techniques for managing performance against SOW requirements.

Learn How To
Identify the most common errors found in inappropriate, confusing or misconstrued narratives
Employ easy techniques and “best practice” methods that will help you maintain consistently high quality in your SOW documents.
Identify what a “breach of contract” entails
Assist others more effectively in critiquing SOWs for quality, clarity and completeness.
Utilize information on how the courts historically interpret disputes in contract language according to long-standing principles.

Course Synopsis
Widely considered the “heart of the contract,” the Statement of Work (SOW) is the foundation of the relationship between buyers and sellers. The purchase or sale of products and services can only be executed by skillfully creating the SOW document. This course is designed for practical use by requirements developers, in-house SOW team members and other project managers and contract managers whose responsibilities include properly identifying needs and turning them into quality contracts. It provides the essential information you’ll need, including basic contract management concepts, to consistently develop and administer effective SOWs.

The course employs challenging team exercises and case studies that will take you through the process of building a solid statement of work. You will learn how outsourcing needs emerge within companies and how these needs are eventually recognized and articulated. You will identify methods by which needs are analyzed using proven tools to yield contract objectives that generate logic, flow and consistency in the resulting SOW. This course defines the essential ingredients of the SOW, which include the scope and background statements, comprehensive listing of responsibilities for both buyers and sellers, deliverables and their schedules, acceptance criteria and special terms and conditions of performance.

You will also learn techniques for managing performance against the SOW requirements, including organizing responsibilities, monitoring obligations on both sides of the bargain, as well as taking corrective actions and resolving disputes. The skills learned in this practical course can be immediately applied by anyone involved in writing, negotiating, awarding or administering SOWs.

Course Topics
The Basics of SOWs in Business
The role and importance of the Statement of Work (SOW)
A well-written SOW
The essential elements of a contract
Addressing risk management in SOWs
Basic concepts of agency—agent law
Types of authority at your company or organization
Basic concepts in contract law
The Purpose of the SOW

Relationship between master contract and SOW
Conflicts in contracts
Contract interpretation guidelines
Different approaches to SOWs
Uncertainty and risk in contracting
Categories and types of contracts
An SOW’s Concept Development

Needs and requirements evolution in SOW development
Sources of requirements
Initiating requirements identification
Ensuring clarity of requirements
Use of a requirements analysis checklist
The Use of a Requirements Definition

The work breakdown structure’s relationship to requirements and the SOW
Integral parts of the SOW format
Outline for typical SOW
Preparing an actual work breakdown structure (WBS)
Creating the Narrative

Problems associated with poor writing and poor construction
Guidelines for writing SOWs
Locating errors in a draft SOW
Drafting an actual SOW
Quality Assurance Through the Use of an SOW Master Checklist

The purpose/rationale of a SOW master checklist
The Use of the Master Checklist by the SOW writer
Standard Tools Used for Preparing Quality SOWs

Standard Outline for a typical SOW
Checklists for identifying typical problems of poor or complicated narratives
Master Checklist for the SOW writer
Basic Project Management Glossary
Basic Contract Management Glossary
Long-Term issues for Quality SOWs

Ways to monitor SOWs and performance issues
Responsibilities of team members
Having a sound contract administration plan
Post-award orientation
Proactive problem resolution
Other Information

PMBOK™ knowledge areas:

Project Scope Management
Project Time Management
Project Cost Management
Project Procurement Management

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