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The first pages of the Scope of Services for Consultants template

Scope of Services for Consultants

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
6 · US Letter
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every page (6)

Overview

This free Google Docs template gives a consultancy a scope of services that both client and team can hold each other to. It sets out the background and objectives, the deliverables, what is in and out of scope, the assumptions and risks, the roles and the acceptance criteria. Measurable wording replaces general claims, so a request for extra work can be answered with the document rather than an argument.

The sample is an engagement for Thistledown Partners, a fictional consultancy, with a twelve-week onboarding review for a fictional client. Its figures, names and dates are invented. Replace the deliverables, exclusions and assumptions with your own, and get the sponsor and consultant to sign the scope before any work starts.

Useful for

  • A consultancy proposing a fixed-scope review to a board-level client
  • A freelancer setting clear limits on a project with a small client
  • A project lead resetting scope after a request for extra work

What's included

  • A two-column background article with a pull quote and assumptions
  • A tips page with three deliverables in cards
  • An in-and-out scope table with exclusions and a scope rule
  • A risk heatmap register with likelihood, impact and owners
  • A stakeholder page with a chart and two personas
  • A RACI table, roles and sign-off notes, plus a guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the deliverables and exclusions with your own, written as statements a reviewer can check.

  3. 3

    Set the assumptions and the risk owners with the client before work starts.

  4. 4

    Get the sponsor and the consultant to sign the scope, then file the signed copy.

  5. 5

    Delete the guide page, then send the scope to the client or present it from the first page.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Should the scope be fixed or open?

Fix the scope for a defined piece of work, and handle extra requests through a written change process with its own price and timing. Open scopes tend to run over and end in disputes.

Are Thistledown Partners and the client real?

No. Thistledown Partners, Maya Chen, the client, the figures, risks and dates are fictional sample data. Replace them with your own details before the scope is issued.

Who should sign the scope?

The client sponsor and the consultant's engagement lead. A signed scope is the reference for acceptance, so keep the signed copy with the contract and share it with the team.

  • #scope-of-services
  • #consulting-scope
  • #statement-of-work
  • #acceptance-criteria
  • #google-docs
  • #consultant-template

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