Creative agency glossaryProject Management and Workflow

Scope of Work

A scope of work is the document that defines exactly what a project will deliver, how, by when and within what limits, so the client and the agency agree on what done means.

What is a scope of work?

A scope of work, often shortened to SOW, is the written definition of a project. It lists the deliverables with their formats and lengths, the activities needed to make them, the timeline and milestones, the number of revision rounds, who approves what, the assumptions the price depends on and the things that are explicitly not included. It is usually attached to a contract or a wider statement of work, and it becomes the reference everyone points to when a question comes up.

In production the scope also covers the making: shoot days, locations, talent and usage, music licensing and the delivery specifications for each platform. Those details look small in a proposal and become very large when they are missing.

Why it matters

Why a scope of work matters

Almost every agency and client dispute is a scope dispute. The client remembers a conversation about a few social versions; the agency priced two. A clear scope of work prevents that by moving the agreement from memory to paper before work starts, while the conversation is still friendly and changes are still cheap.

It also makes good work possible. A team that knows exactly what it is making, and what it is not, can put its full effort into the things that matter. Ambiguity spreads effort thin.

In practice

How a scope of work comes together in practice

  1. 01

    The scope is drafted from the brief and the approved creative idea, usually by the producer with the creative lead. It starts with the deliverables: each one named, with its length, format and aspect ratios.

  2. 02

    Then the process: the phases, the milestones, how many rounds of revisions each phase includes, and who on the client side signs off at each step.

  3. 03

    Then the boundaries: the assumptions (brand assets supplied by a set date, a location available on the shoot day), the exclusions (paid media, extra languages, additional shoot days) and how changes will be handled, usually through a priced change order.

  4. 04

    The client reviews it, questions are resolved in writing and both sides sign before production begins. From then on it is a living reference, and every change is recorded against it.

At RIOT

Scopes of work at RIOT

A scope looks very different depending on the job. A single brand spot such as "For the Pursuit" for the U.S. Chamber of Commerce is one film; the instructor documentary series for SoulCycle is 17, and its scope has to describe both the series and every film in it. Krova, the production software we built, handles bids, schedules, budgets and delivery together, so the scope that was sold is the scope that gets scheduled and delivered.

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Watch out

What people get wrong about scopes of work

Writing it as a sales document. A scope full of adjectives, such as a premium, story-driven film, defines nothing. Numbers, formats, rounds and dates define a project. The second mistake is leaving out the exclusions. What is not included is often more important than what is, because that is where the two sides' assumptions differ.

And signing it and filing it. A scope that nobody reads after the kick-off cannot protect anyone.

Questions

People also ask

What should a scope of work include?

Deliverables with formats and lengths, the project phases and timeline, revision rounds, approvers, assumptions, exclusions and the change process. For productions, add shoot days, talent usage, music and delivery specifications.

What is the difference between a scope of work and a statement of work?

The terms are often used interchangeably. Strictly, a statement of work is the wider contractual document covering terms, payment and legal points, and the scope of work is the section that defines what will be delivered.

Who writes the scope of work?

Usually the agency's producer or account lead, with input from the creative team, before the client reviews and agrees it. It should be written by someone who understands how the work is actually made, or the estimates will be wrong.

Next to it in the glossary

  1. Resource ManagementResource management is the practice of assigning the right people, equipment and budget to the right work at the right time, across every project a team is running.
  2. Resource PlanningResource planning is the forecasting of the people and capacity a team will need for upcoming work, so they can be arranged before the work arrives.
  3. Scope CreepScope creep is the gradual expansion of a project beyond what was agreed, through small additions that arrive without new time or budget.
  4. Sprint PlanningSprint planning is the meeting at the start of an agile sprint where a team agrees what it will deliver in the next short, fixed period of work, and how.
  5. Task Management ToolsTask management tools are software for capturing, assigning, prioritizing and tracking the individual tasks that make up a team's work.
  6. Team CollaborationTeam collaboration is how a group of people with different skills shares ideas, information and decisions to make one piece of work together.

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RIOT is a creative agency and production studio in New York. Strategy, brand, film, photography, design and the campaigns that carry them, made by one team. A few lines is enough to start: we read every brief the same day.

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