From the course: Contracting for Consultants

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Scope the consulting engagement

Scope the consulting engagement

From the course: Contracting for Consultants

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Scope the consulting engagement

- Scoping the work is the core of the contracting process. Define the work you'll do for the client. Do so in great detail, with a high degree of specificity. Leaving things open to interpretation can lead to disputes, scope creep, and excessive expenses you'll have to incur to meet the terms of the contract. At thoughtLEADERS, we were serving another consulting firm as our client. I knew there was a lot of risk for scope creep. When we wrote the contract, we were very specific about what we would deliver. We said it's going to cover these functions and not these functions. We said here are the documents we're going to provide. Here are the topics that will be covered in each document. When we thought the engagement was over, of course, the client came and said, "Oh no, we want all this additional work, too." At that point, I was able to go back to the scope document and say this is what we contracted for. Here are all the deliverables that tie to that contract. Now, we're happy to do…

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