Proposal/SOW Template¶
Updated: 2026-06-05
Simple proposal and statement-of-work template for first soft-launch projects.
Template¶
Project¶
- Client:
- Project name:
- Date:
- Owner:
Objective¶
What problem are we solving, and what business outcome should improve?
Scope¶
Included:
- Deliverable 1
- Deliverable 2
- Deliverable 3
Out of scope:
- Item 1
- Item 2
Timeline¶
| Phase | Output | Review gate |
|---|---|---|
| Intake | Problem, target user, expected value | Approve / revise / drop |
| Spec | MVP, acceptance criteria, risks, estimate band | Approve / revise / split |
| Build / delivery | Working deliverable | Continue / revise |
| Test / review | Acceptance and quality checks | Ship / hold / revise |
| Handoff | Final files, links, notes | Accepted / follow-up |
Acceptance Criteria¶
- Criterion 1
- Criterion 2
- Criterion 3
Client Responsibilities¶
- Provide required context and source materials.
- Review outputs within agreed timing.
- Confirm acceptance or requested revisions clearly.
- Keep sensitive data out of shared materials unless explicitly agreed.
Pricing And Payment¶
- Fee:
- Payment terms:
- Invoice timing:
- Expenses or third-party tools:
Change Requests¶
Changes outside the agreed scope require a written scope update before work continues.
Security And Privacy¶
- AI Company keeps client data limited to what is needed for delivery.
- Secrets, credentials, and private keys should not be shared in chat or documents.
- Any production credentials must use a secure transfer method agreed separately.
- Security-sensitive or regulated work requires a separate review before acceptance.
Handoff And Support¶
- Handoff materials:
- Support window:
- Post-support changes: