Statement of Work Template

A formal statement of work with engagement terms, deliverables, what is explicitly excluded, a timeline, pricing, and a signature block. Built for a design or consulting engagement.

Need a different version? The proposal generator writes one from your notes. See also PDFs for freelancers and PDFs for consultants.

What's included

Engagement header with SOW number and status
Clear goal statement and what success looks like
Included-in-this-engagement deliverables list
Not-included section that sets scope boundaries
Timeline, pricing, and payment terms
Signature block for both parties
statement of workSOWengagement termsscope of workcontract

Sample content

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Statement of Work · SOW-2026-004

Brand & Website
for Foglight

Freelancer

June Marlowe

Marlowe & Co.

Client

Foglight Coffee

Specialty coffee · 3 cafés

Project Start

April 14, 2026

Pending signed agreement

Est. Completion

June 2, 2026

7 weeks total

Total Fee

$12,400

3 milestone payments

SOW Date

April 2, 2026

Valid for 30 days

SOW-2026-004 Prepared by June Marlowe · hello@marloweand.co

Project Overview

Project Overview

This Statement of Work governs the brand identity design engagement between June Marlowe (Freelancer) and Foglight Coffee (Client). It defines the scope of work, deliverables, payment schedule, revision policy, and project terms for the creation of a comprehensive brand identity system for Foglight Coffee.

Foglight Coffee runs three specialty cafés in Portland and sells its roasts online. The current look — a stock logo and a different colour on every menu, cup and web page — no longer matches the quality in the cup.

The goal of this engagement is to deliver a complete, production-ready brand identity system that Foglight Coffee can deploy consistently across all touchpoints: digital product, marketing website, sales materials, and internal communications. The deliverables will be documented in a brand guidelines document suitable for use by internal teams and future design contractors.

What Success Looks Like

At the end of this engagement, Foglight Coffee will have one clear identity and a fast five-page website that its team can update without help — on cups, menus, bags and online.

Scope of Work

Scope of Work

Included in This Engagement

  • Logo design — 3 distinct design directions presented in round one; client selects one direction for refinement through 2 revision rounds.
  • Logo variations — primary lockup, horizontal lockup, icon/mark only, and monochrome versions for each approved direction.
  • Color palette — primary brand colors, secondary palette, and functional color definitions (success, warning, error states).
  • Typography system — primary typeface selection and licensing recommendation, secondary typeface, type scale for both print and digital contexts.
  • Brand guidelines document — 15–20 page PDF covering logo usage rules, clear space, color values (HEX/RGB/CMYK/Pantone), typography, and usage examples.
  • File delivery — all final assets delivered as SVG, PNG (transparent, @1x/@2x/@3x), and PDF. Figma source file included.

Not Included in This Engagement

  • Website design or development of any kind
  • Motion graphics or animated logo variants
  • Custom illustration or iconography beyond the logo mark
  • Marketing collateral (pitch decks, one-pagers, email templates)
  • Packaging, merchandise, or physical production files
  • Brand strategy, naming, or messaging work

Any items from the excluded list may be added to scope via a separate SOW amendment. Please contact June to discuss additional project needs.

Deliverables

Deliverables

DeliverableFormatDelivery MethodEst. Due Date
Logo — Round 1 (3 directions)PDF presentationShared Figma linkApr 28, 2026
Logo — Round 2 (1 direction, refined)PDF + FigmaShared Figma linkMay 9, 2026
Color Palette (primary + secondary)Figma + PDF swatch sheetShared Figma linkMay 9, 2026
Typography SystemFigma type scale docShared Figma linkMay 16, 2026
Logo — Final Files (all variations)SVG, PNG, PDFGoogle Drive folderMay 23, 2026
Brand Guidelines DocumentPDF (15–20 pages)Google Drive folderJun 2, 2026
Figma Source File (all components).fig (transferred to client)Figma file transferJun 2, 2026

All due dates are estimates based on the April 14, 2026 start date and assume on-time client feedback. Delays in client review will shift delivery dates accordingly.

Payment Schedule

Milestones & Payment

MilestoneTriggerAmount DuePayment Terms
Milestone 1 — KickoffSigned SOW + project start$4,960Due on signing
Milestone 2 — First Draft ApprovalClient approves logo direction in Round 2$3,720Due within 3 business days of approval
Milestone 3 — Final DeliveryAll final files delivered and accepted$3,720Due within 3 business days of delivery

Total Project Fee $12,400

Payment accepted via ACH bank transfer, wire, or PayPal. Invoices issued via FreshBooks. Work does not begin on subsequent phases until milestone payments are received. Late payments (beyond 5 business days) accrue 1.5% monthly interest.

Revision Policy

Revision Policy

This engagement includes 2 rounds of revisions per phase. A "revision round" is defined as a single consolidated set of feedback from the client, responded to with a single updated version from the freelancer. Multiple rounds of minor tweaks within what should be a single feedback cycle do not qualify as separate revision rounds.

What's Included

  • Round 1: Presentation of 3 logo directions and initial client feedback
  • Round 2: Refined direction based on Round 1 feedback, plus client revisions
  • One additional pass on each deliverable (color palette, type system, guidelines) after initial presentation

Additional Revisions

Revisions beyond the included rounds are billed at $150/hour, rounded to the nearest quarter-hour. June will provide an estimate before beginning additional revision work. Scope changes (e.g., adding a new logo variation category after approval) are also billed at this rate.

Revision requests must be submitted as a single consolidated document (PDF, Figma comment thread, or clearly organized email). Fragmented or piecemeal feedback delivered across multiple messages may result in additional revision rounds being consumed.

Project Timeline

Timeline

WeekDatesActivities
Week 1Apr 14–18Kickoff call (60 min), brand brief completion, competitor audit, moodboard development
Week 2Apr 21–25Conceptual exploration — logo sketches for 3 directions; internal review and refinement
Week 3Apr 28–May 2Logo Round 1 presentation; client review period (48-hr turnaround requested)
Week 4May 5–9Milestone 2 invoice; logo Round 2 refinement; color palette + type system draft
Week 5May 12–16Logo Round 2 presentation; type system finalization; client review + approval
Week 6May 19–23Final logo file production (all variations + formats); brand guidelines draft begins
Week 7May 26–Jun 2Brand guidelines finalized; Figma file cleanup and transfer; final delivery + Milestone 3 invoice

Terms & Conditions

Terms & Conditions

  • Intellectual Property: June Marlowe retains ownership of all work product until full payment (all 3 milestones) is received. Upon final payment, all IP transfers to Foglight Coffee. June retains the right to display the work in portfolio and case study materials.
  • Kill Fee: If Foglight Coffee cancels the project after work has begun, a kill fee of 30% of the remaining unpaid balance is due within 14 days of written cancellation notice. Work completed to date will be delivered to the client.
  • Confidentiality: June Marlowe agrees to keep all business information, product plans, and proprietary data shared by Foglight Coffee confidential. An NDA may be executed separately upon request.
  • Client Responsibilities: Foglight Coffee agrees to provide a completed brand brief, existing assets, and any reference materials within 5 business days of project kickoff. Delays in providing materials will extend delivery dates.
  • Feedback Timelines: Foglight Coffee agrees to provide consolidated feedback within 48 business hours of each deliverable. Feedback received later than this may result in timeline shifts. June will flag any timeline impact in writing.
  • Dispute Resolution: Both parties agree to attempt good-faith resolution of any disputes before pursuing legal remedies. This agreement is governed by the laws of the State of New York.
  • Force Majeure: Neither party shall be held liable for delays caused by circumstances beyond their reasonable control. Both parties agree to communicate promptly in such circumstances and work toward a revised timeline in good faith.
  • Amendments: Any changes to the scope, timeline, or fees in this SOW require written agreement from both parties before work on the amended scope begins.

Agreement & Signature

Signatures

By signing below, both parties agree to the scope, terms, deliverables, and payment schedule outlined in this Statement of Work (SOW-2026-004). This document constitutes a binding agreement between June Marlowe and Foglight Coffee.

Freelancer

June Marlowe

Marlowe & Co. · Ellis Design Co.

Signature

Date

Client

Foglight Coffee

Authorized Representative

Signature & Printed Name

Date

SOW-2026-004 · Prepared April 2, 2026 · hello@marloweand.co · +1 (212) 555-0294

Frequently asked questions

What is a statement of work?

A statement of work, or SOW, is a formal document that defines a specific engagement between a client and a service provider. It states the goal, the deliverables, what is explicitly out of scope, the timeline, and the price, then both sides sign it.

What should a statement of work include?

Include the engagement goal, a list of deliverables, a section stating what is not included, the timeline, pricing and payment terms, and a signature block. This template has a dedicated page for each, including the exclusions that prevent scope creep.

How is a statement of work different from a proposal?

A proposal pitches the work and tries to win the client. A statement of work is the binding document signed once the client agrees, and it governs the engagement, including what happens if either side wants to add work later.

Is this statement of work template free?

Yes. You can customize the statement of work template for free and download it as a print-ready PDF. Describe the engagement to the AI and it fills in the scope, deliverables, and terms.

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