Client 1 Project A Scope of Work

A scope of work doc is an agreement between you and the client, describing the work that you
will perform for the client. It includes project requirements, deliverables, timeline, milestones,
and reports. This ClickUp template will help you gain alignment across all stakeholders and
successfully kick off any client project.

Overview

Provide a summary view of the key project details in this section.

⭐️Client [Client Name]

⭐️Project [Project Name & link to ClickUp location for the project]
👤 Client Contact Jane Doe, janedoe@clientco.com
👤 Project Manager John Doe, johndoe@agency.com
📃 Description ClientCo is undergoing a complete rebrand and has contracted Agency
to create and deliver an entire brand package to support the rebrand.
🗓️Target Start Date March 15, 2023
🗓️Target End Date April 15, 2023
💲 Overall Budget $5,500
🔗 Key Resources • [Link to signed contract]

• [Link to ClickUp location for the project plan]

• [Link to ClickUp location for change requests]

• [Link to ClickUp location for feedback]

• [Link to project resource]

Background & Goals

Provide background information and high-level goals that will help all project stakeholders
understand the purpose of this project.

ClientCo completed a brand awareness survey that surfaced a misalignment in their brand identity with
their target market. To remedy this problem, ClientCo is launching an entire company rebrand and has
contracted Agency to design and deliver a completely new brand package. From this project, ClientCo
would like to launch a new brand that is aligned with their company identity and is received well by their
target market.

Deliverables

Detail the work products and services that will be delivered for the project. Include any services
needed from the client to ensure successful delivery.

Agency Responsibilities

Deliverable Description
Logo design Consistent logo design that includes:
• Logo images in 3 layouts: square, banner, icon

• Each logo layout will include 3 file types: png, PDF, EPS

Color palette Color palette that includes:

• A primary color scheme with 3 colors

• A secondary color scheme with 5 colors

Typography Customized font with standard options for:

• 3 header styles

• 5 text sizes

• Bold, italic, and underlined styles

Website design Consistent website design aligned with brand logo, color palette,
and typography for:
• Homepage

• Persistent header

• Persistent footer

• Navigation menu

Business cards 2 business card designs, each including a front and back design

ClientCo Responsibilities
To ensure success of the project, ClientCo will provide:
• Completion of brand discovery questions by March 1st, 2023

• Response and resolution to questions, within 3 business days

• Review and approvals during asset reviews, within 5 business days

 • Attendance of weekly project sync meeting

Timeline & Milestones

Identify milestones to ensure the campaign launches on time. These dates can be marked as
milestones in the ClickUp campaign project plan.

Activities (Milestones are bolded in purple) Owner Date

Scope of Work signed-offs Agency, ClientCo
Kick-off meeting Agency
Detailed project plan review Agency
Brand discovery questions ClientCo
First drafts of logo design, color palette, and typography Agency
Second drafts of logo design, color palette, and typography Agency
Approval of logo design, color palette, and typography ClientCo
First draft of website design Agency
Second draft of website design Agency
Approval of website design ClientCo
First draft of business card designs Agency
Second draft of business card designs Agency
Approval of business card designs ClientCo
Project closure Agency

Administration

Document any necessary communication plans, change management processes, and budget
breakdowns that will help to make the project successful.

Communication Plan
To facilitate project alignment and execution, the following communication plan will be put in place.
• Kick-off meeting to start project and align on deliverables, timeline, and resources

• Weekly project meeting to cover questions, project updates, risks, and blockers

• Weekly project status update [link to ClickUp project task]

• Project closure meeting to close out the project and discuss any ongoing future needs
Change Management
Any changes to the scope, cost, or time of the signed-off contract must be submitted through the
Change Request Form [link to form]. Change Requests will be reviewed by the Project Manager within
2 business days, after which first steps will be taken to address the request.

Budget

Identify the overall budget for the project. In the table, include a high-level breakdown.

Item Details Budget

Logo design Logo designs for 3 layouts $1,000
Color palette Color palette with primary and secondary color schemes $1,000
Typography Customized font $1,000
Website design Branding elements for the website $1,000
Business cards Design for business cards $500
Project management Weekly project meetings for the duration of the project $1,000
TOTAL $5,500

Approvals

Leverage this section to facilitate the approval process and track sign-offs.

Please review this scope of work and add any comments or questions directly in the doc. When you are
ready to sign off on this scope of work, ✅ the 'approved' column and fill out the date of approval. This doc
will be protected once all sign-offs are completed.

ClientCo
Name Role Approved Date Approved
Jane Doe Director of Marketing ✅ 2023-02-01
Nelson Jackson Brand Manager
Agency
Name Role Approved Date Approved
Kelly Green Director ✅ 2022-02-15
John Doe Project Manager ✅ 2022-02-15
 Client 1 Project B Scope of Work

A scope of work doc is an agreement between you and the client, describing the work that you
will perform for the client. It includes project requirements, deliverables, timeline, milestones,
and reports. This ClickUp template will help you gain alignment across all stakeholders and
successfully kick off any client project.

Overview

Provide a summary view of the key project details in this section.

⭐️Client [Client Name]

⭐️Project [Project Name & link to ClickUp location for the project]
👤 Client Contact Jane Doe, janedoe@clientco.com
👤 Project Manager John Doe, johndoe@agency.com
📃 Description ClientCo is undergoing a complete rebrand and has contracted Agency
to create and deliver an entire brand package to support the rebrand.
🗓️Target Start Date March 15, 2023
🗓️Target End Date April 15, 2023
💲 Overall Budget $5,500
🔗 Key Resources • [Link to signed contract]

• [Link to ClickUp location for the project plan]

• [Link to ClickUp location for change requests]

• [Link to ClickUp location for feedback]

• [Link to project resource]

Background & Goals

Provide background information and high-level goals that will help all project stakeholders
understand the purpose of this project.

ClientCo completed a brand awareness survey that surfaced a misalignment in their brand identity with
their target market. To remedy this problem, ClientCo is launching an entire company rebrand and has
contracted Agency to design and deliver a completely new brand package. From this project, ClientCo
would like to launch a new brand that is aligned with their company identity and is received well by their
target market.

Deliverables

Detail the work products and services that will be delivered for the project. Include any services
needed from the client to ensure successful delivery.

Agency Responsibilities

Deliverable Description
Logo design Consistent logo design that includes:
• Logo images in 3 layouts: square, banner, icon

• Each logo layout will include 3 file types: png, PDF, EPS

Color palette Color palette that includes:

• A primary color scheme with 3 colors

• A secondary color scheme with 5 colors

Typography Customized font with standard options for:

• 3 header styles

• 5 text sizes

• Bold, italic, and underlined styles

Website design Consistent website design aligned with brand logo, color palette,
and typography for:
• Homepage

• Persistent header

• Persistent footer

• Navigation menu

Business cards 2 business card designs, each including a front and back design

ClientCo Responsibilities
To ensure success of the project, ClientCo will provide:
• Completion of brand discovery questions by March 1st, 2023

• Response and resolution to questions, within 3 business days

• Review and approvals during asset reviews, within 5 business days

 • Attendance of weekly project sync meeting

Timeline & Milestones

Identify milestones to ensure the campaign launches on time. These dates can be marked as
milestones in the ClickUp campaign project plan.

Activities (Milestones are bolded in purple) Owner Date

Scope of Work signed-offs Agency, ClientCo
Kick-off meeting Agency
Detailed project plan review Agency
Brand discovery questions ClientCo
First drafts of logo design, color palette, and typography Agency
Second drafts of logo design, color palette, and typography Agency
Approval of logo design, color palette, and typography ClientCo
First draft of website design Agency
Second draft of website design Agency
Approval of website design ClientCo
First draft of business card designs Agency
Second draft of business card designs Agency
Approval of business card designs ClientCo
Project closure Agency

Administration

Document any necessary communication plans, change management processes, and budget
breakdowns that will help to make the project successful.

Communication Plan
To facilitate project alignment and execution, the following communication plan will be put in place.
• Kick-off meeting to start project and align on deliverables, timeline, and resources

• Weekly project meeting to cover questions, project updates, risks, and blockers

• Weekly project status update [link to ClickUp project task]

• Project closure meeting to close out the project and discuss any ongoing future needs
Change Management
Any changes to the scope, cost, or time of the signed-off contract must be submitted through the
Change Request Form [link to form]. Change Requests will be reviewed by the Project Manager within
2 business days, after which first steps will be taken to address the request.

Budget

Identify the overall budget for the project. In the table, include a high-level breakdown.

Item Details Budget

Logo design Logo designs for 3 layouts $1,000
Color palette Color palette with primary and secondary color schemes $1,000
Typography Customized font $1,000
Website design Branding elements for the website $1,000
Business cards Design for business cards $500
Project management Weekly project meetings for the duration of the project $1,000
TOTAL $5,500

Approvals

Leverage this section to facilitate the approval process and track sign-offs.

Please review this scope of work and add any comments or questions directly in the doc. When you are
ready to sign off on this scope of work, ✅ the 'approved' column and fill out the date of approval. This doc
will be protected once all sign-offs are completed.

ClientCo
Name Role Approved Date Approved
Jane Doe Director of Marketing ✅ 2023-02-01
Nelson Jackson Brand Manager
Agency
Name Role Approved Date Approved
Kelly Green Director ✅ 2022-02-15
John Doe Project Manager ✅ 2022-02-15