As with any outsourced project, your contract and supporting documentation needs to be airtight in order to ensure clarity between you and your clients, track deliverables and completion dates, and serve as a common reference point should any points of contention arise. Therefore it’s imperative that you develop a thorough scope of work because an online training project including course build, distribution, and management can involve multiple vendors and contracts and its easy for tasks to be missed.
There’s no hard and fast rules that govern a scope document other than its usable by both vendor and client. Typically they’re created after the contract has been signed, however it makes more sense for the scope to be part of the contract as it adds accountability.
Defining The Responsibilities
The most important first step when creating a scope of work document is to define the responsibilities so that both parties involved are made crystal clear of their duties.
In the case of creating a custom elearning course, the responsibilities could be similar to the following:
Client agrees to:
- Provide complete instructional design document and storyboard
- Supply all video and audio assets
- Complete quality assurance checks at designated intervals
Vendor agrees to:
- Provide course templates for all screen types
- Provide all images and graphics to client specification
- Complete all course screens to client specification
- Customize LMS to mirror client website
Questions That Need To Be Answered
A more complex project might have a scope of work document that resembles a project plan with delivery dates and dependencies. The mandatory information on this document would be the list of deliverables.
When you are creating your scope of work document, here are 4 important points you need to consider. Each of these should be answered in the document:
- Who is doing what and who is signing off during and at the conclusion of the project?
- What are the deliverables? Be as specific as possible. If needed in the scope document, what are the associated timelines?
- What is not part of the project (for example, the project may only cover software development, not the platform on which it sits.) Scope creep is real and can burn up budgets and torpedo a project very quickly.
- What assumptions have been made? For instance, a subject matter expert will be readily available for consultation, client will provide all video, or quality assurance checks will occur at predefined intervals.
Protecting your custom elearning development investment is crucial. It’s worth the time to make sure everything can be understood. We can help you out by giving you a free Scope of Work template in Word format that’s ready for you to edit. Click on the link below and download it today!