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How to Compose an Effective Construction Scope of Work: 8 Steps and Example

How to write a construction scope of work

A construction scope of work (SoW) typically serves as a reliable guide for managing all phases of the construction project lifecycle. This strategic document determines the activities needed to be done in a clear manner. It may contain only a few pages long, but the information it offers is essential to the entire success of the project. 

A well-prepared SoW prevents backtracking, time loss, and poor communication in construction.

In this post, included in our set of construction project management articles, we define what a scope of work in construction is, what parts it contains, and how to generate your own SoW. You’ll also find a simple construction scope of work example.

Contents:

What is a scope of work in construction?

A construction scope of work is a certain set of work activities that managers, contractors, and suppliers have to perform. It breaks down and systemizes what a construction company has promised its client and everything it takes to deliver the desired results.

The document visualizes all objectives and deliverables related to the project. It may also contain specific terms, conditions, responsibilities of team members, and certain requirements.

In simple terms, a construction scope of work clarifies where all project works begin and where they end. Its logical sequence and order make it similar to a construction project checklist – another vital management document.

What should a construction scope of work include?

  1. Project overview.
  2. Deliverables.
  3. Essential details.
  4. Timeline and schedule.
  5. Roles and responsibilities.
  6. Protocol for changes.
  7. Management issues.
  8. Budget.

The contents of the document may vary depending on the nature of your project, the parties involved, and other crucial factors. No step-by-step guide to manage a construction project will teach you how to write the ideal SoW document because every case is different.

However, there are some basic elements that should be reflected in any construction scope of work document. It’s better to complete these elements in a sequential order. It will allow you to start with drafting a big-picture and progressively add all necessary details.

Here’re the key elements of a construction scope of work.

1. Project overview

The overview provides a basic summary of your project. It gives a short description of all project processes and typically involves essential deliverables and objectives that must be met to close out the project.

Remember about the importance of key phases and events within your project lifecycle – traditionally, they are called milestones in project management.

Here you can also define what project success will ideally look like by the end.

2. Deliverables

The aim of this element of a construction project scope of work is to compose a detailed breakdown of all milestones and deliverables that must be completed during the project lifecycle. 

Project managers must ensure that all contractors and subcontractors clearly understand what they have to do to make all deliverables meet the standards outlined in the big-picture plan.

3. Essential details

A project scope should provide important details about the tasks and actual technical specifications associated with all deliverables. Project managers describe specific techniques, methods, and particular steps that contractors will follow to complete each stage of their project. 

In fact, project deliverables show you “what,” while the scope details are more about “how.”

4. Timeline and schedule

Each deliverable will be preceded by certain tasks required to complete it. Project timelines typically include all required tasks and activities, including expected deadlines and time limits.

This element of the doc doesn’t require a ton of details. The goal is to give stakeholders enough information to let them plan around project milestones.

5. Roles and responsibilities

This element of a typical scope of work and construction resource management includes the data related to the assigned people who will perform tasks and activities.

6. Protocol for changes

The scope of work document is written at the beginning of a construction workflow. Therefore, managers often have to make some changes to it before their project ends.

In order to consider this, it’s better to agree upon a special protocol. It will ensure that your client and you will understand exactly what should happen to make any changes to the SoW document.

7. Management issues

This element of a construction scope of work defines the administrative procedures related to your project. For example, when payments are issued.

8. Budget

It’s important for project managers to list the prices for each deliverable category in the SoW document and apply professional construction resource management software. It may include labor, fees, permits, and materials.

The document may contain extra information that can constitute an addition to the scope.

Beyond the core parts of a typical construction scope of work, as outlined above, there are some essential recommendations that will help you compose an effective SoW document.

How to write a scope of work for construction?

  1. Use plain language.
  2. Set realistic expectations.
  3. Break down the scope of work.
  4. Create timelines and schedules.
  5. Get the whole team involved.
  6. Add visuals.
  7. Be detailed but concise.
  8. Get signatures.

Similar to any project document, every scope of work is unique. 

Your project may require more than one scope of work for construction. For example, design specialists may compose an architect-engineer SoW, and the construction team can prepare a construction process scope.

Let’s explore how to prepare a robust scope of work for a typical construction project.

1. Use plain language

A scope of work in construction should be clear for everyone. Therefore, it’s critical to avoid unnecessarily complex words, ambiguous statements, or vague language when preparing the doc.

If you have to use complex construction terminology, it’s better to create a glossary. Your contractors may be well-versed in these terms, but clients, sales, and others may not be.

Anyway, try to get to the point right away without inappropriate vocabulary.

2. Set realistic expectations

If you open any source of construction project management tips, the first thing you’ll find is guidance on setting the right goals and expectations.

The expectations you keep in mind when preparing a construction scope of work should align with the ambitions of your project. At the same time, they should be reasonable enough to allow for meeting the goals. 

Remember that the goals of your project should be specific, measurable, achievable, realistic, and time-bound – in accordance with the fundamental SMART goals concept. 

For example, specify the required materials and the expected amount of labor for concrete tasks. Provide your contractors with the info on what they’ll need to know, such as how much time they’ll have to finish their job.

3. Break down the scope of work

Сonstruction projects can be long and complex. They may include many different parts and deliverables. Therefore, it’s logical that you’ll want to break up the work into smaller chunks.

You may start creating a work breakdown structure by listing your objectives and milestones. Then define the separate steps and tasks that need to be completed. This will help all parties better understand the key specifications of your construction workflow.

By using reliable construction scheduling software, you’ll break down all your project activities without an unnecessary headache.

This software should be intuitive, easy to use, and user-friendly. GanttPRO is an awesome example.

The platform comes with an intuitive Gantt chart. It lets you visualize and control what you do and when you do it.

The Gantt chart creator allows for breaking complex projects into manageable tasks with their further breakdown into subtasks according to the hierarchy of work. You can generate as many projects as you need with an unlimited number of tasks.

GanttPRO provides construction teams and all the parties involved with the professional set of project management features required for modern construction project management software.

The tool keeps its leading position in the world of construction project management software as it provides powerful features including:

The platform allows for using handy construction project management templates that simplify effort and provide an easy start.

Here’s the feedback of Peter Stone, a project manager and onsite supervisor at KenWood Construction: