The Statement of Work Masterclass
Get it right first time, every time!
Learn how to quickly build clear and accurate Statements of Work from the ground up using our unique methodology, templates and tools.
Say goodbye to copy/paste!
Great Statements of Work don't just happen.
And they certainly don't happen through the usual "copy/paste/clean-up" approach. Great Statements of work are the result of a good process, repeatable steps and good subject matter knowledge.
Often, inexperienced people dive straight into "writing stuff" (or copy/paste). But there's a whole process beyond just churning out words. Learn how to organise and streamline the production process to save time and reduce friction.
Don't write it, build it!
You'll learn how to build, rather than write, a Statement of Work. The process will be measurably faster compared to the usual copy/paste/clean-up narrative-heavy approach, while improving clarity and accuracy.
Do these problems sound familiar?
Practice Managers & Directors
⚠️High Staff Churn & Replacement Costs
⚠️Low Win Rate
⚠️Not Hitting Numbers
Practice Leads & Principals
⚠️Dependent On A Few Key Presales People
⚠️No Time To Train & Mentor Presales
⚠️You're The Bottleneck
Technical Roles, Graduates
⚠️Expected To Contribute To Presales
⚠️No Presales Mentoring, Training
⚠️No Clear Path For Growth & Promotion
Finally, a professional learning path for presales skills!
Learning on the job only gives you part of the picture
It takes years to develop the business acumen, presales skills and EQ competencies needed to be a successful consultant.
Until now, most IT services consultants have had to “learn on the job”. Although practical experience is essential, learning on the job embeds bad habits and results in patchy, variable quality with people doing things differently.
The Statement Of Work Masterclass gives your presales team a consistent, proven methodology to reduce time, effort, cost and risk when developing Statements Of Work.
👉Recommended for: IT services professionals who develop or contribute to Statements Of Work
👉Presales Level: contributes or leads presales
👉Delivery method: live, online
👉Ideal group size: up to 6
👉Structure: 1 to 2 days
👉Assessments: pre, during & post course
👉Reporting: assessment results
👉Certification: digital badge
What’s Included?
The Statement of Work Masterclass comprises up to 15 lessons in bite-sized, on-demand video content, available on mobile, tablet or desktop devices
👉 The Statement Of Work Builder tool helps to quickly and simply construct a Statement of Work outline in minutes!
👉 The Statement Of Work Survey helps you discover the information essential for a successful Statement of Work.
👉 Each lesson has multi-choice assessments before, during and after the course.
👉The final Assessment covers all lessons. Score over 80% to get a digital badge for use on social media, to show your team, manager and customers that you know your stuff!
Course Contents
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"Without the basics locked in, the ability to deliver value in a predictable and sustained manner will be compromised"
10 reasons why large-scale IT projects fail (pwc.com.au)
Although we can debate what "large scale" means (is it cost, or is it impact?), the fact remains that projects (IT projects in particular) fail to deliver the expected transformation.
To be successful, we need to understand what causes failure. In this section, we look at common scoping, risk and delivery issues.
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In this section the consultant will learn how to:
Structure the Introduction
Set context and expectations.
Trace business objectives & requirements
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In this section, the consultant will learn how to:
Provide a solution overview
Describe solution boundaries (scope)
Describe a “Bill of Materials” for the solution
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In this section, the consultant will learn how to:
Describe objectives per high-level task
Describe high-level task summary
Describe task inputs and outputs (Deliverables)
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In this section the consultant will learn how to:
Describe a blended team including us, the customer and any third parties
Describe project roles & responsibilities
Describe project role effort as FTE %
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In this section the consultant will learn how to:
Describe the project timing approach
Describe project timing summary
Describe project schedule
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In this section the consultant will learn how to:
Describe responsibility approach
Describe roles & responsibilities
Tie back to Responsibilities & Timing sections
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In this section the consultant will learn how to:
Describe document deliverables
Describe technical deliverables
Describe responsibilities for review & sign-off
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In this section the consultant will learn how to:
Describe project governance roles & activities
Describe key project management artefacts
Describe who, when, how (much/many)
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In this section the consultant will learn how to:
Describe project success criteria
Describe approach to acceptance testing
Describe approach to issue management resolution
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In this section the consultant will learn how to:
Describe project constraints
Describe the impact of project constraints
Describe how the project will deal with constraints
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In this section the consultant will learn how to:
Describe the dependencies and who “owns”
Describe proposed mitigation
Set customer expectations if dependency is not met
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In this section, the consultant will learn how to:
Differentiate between assumptions and scope
Differentiate between assumptions and dependencies
Describe assumptions and potential impact
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In this section the consultant will learn how to:
Identify origins of risk
Differentiate risk, scope, dependencies
Describe risks, impact and mitigation
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In this section the consultant will learn how to:
Plan for transition from presales to delivery
Describe handover to customer support
Describe transition to managed services
Why do things the hard way?
The Statement Of Work Masterclass will accelerate your presales capability within days!