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Drafting a Statement of Work

02/02/22

Zoom Virtual Platform

09:00 AM EST
02/02/22
5
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DESCRIPTION

February 2 & 3
9:00AM - 12:30PM EST

A Statement of Work (“SOW”) can play a critical role in both planning and contracting. This one-day workshop explores the importance and benefits of an SOW, legal and risk considerations, what makes an effective SOW and how your organization can benefit from an SOW.

  • Why – Addressing Challenges

Addresses various challenges faced and why we look to a SOW as an effective solution for service delivery and contracting. We discuss and look at each of the following: Describing the Work; Assumptions; Measuring Performance; Contract Management; Scope Creep; and Minimizing Risk

  • Importance & Benefits

Examine key considerations regarding the Importance & Benefits of using a clear/good SOW 

  • Inception of the SOW

Provides a short historical perspective and discussion of different types of SOW

  • Understanding & Definitions

Look at various definitions of SOW and other related terminology

  • When to Write a SOW

At the Planning, RFx and Contract Stage

  • Legal and Risk Considerations

Look at selected legal and risk considerations in using a SOW at the 3 stages described above: Planning, RFx and Contract Stage

(As to your question – the depth is dependent on the level of the participants.)

  • Components of a SOW
  • Review the components of a SOW – Introduction, Requirements, Contract Management, Definitions and Schedules and additional documents
  • Start to look at the Pro Forma SOW Template that I have developed for clients with a practice-based orientation - this SOW Template will form the basis of a discussion
  • Review the qualities of an effective SOW
  • Review the Top 10 Indicators of an ineffective SOW
  • An Effective SOW
  • Contractor’s Perspective

Consider a different vantage point and look at a SOW from a Contractor’s Perspective

  • Authors of SOW

In organizations there are often multiple authors of a SOW – this addresses a strategy where there are multiple authors

  • Strategies from the Trenches

Multiple strategies are provided for using a SOW  

  • Technical Specifications

Often technical specifications are a key part of a SOW. This section addresses complex technical specifications requirements under the trade agreements (CFTA and CETA), an analysis of addressing technical specifications in a procurement and related cases that provide insight and practical application

  • Writing Tips
  • Explore the Use of Templates – including a SOW
  • Tripartite Writing Tips

    • Questions to Ask When Drafting a SOW
    • What to Avoid When Drafting a SOW
    • What to Do When Drafting a SOW
  • How detailed should a SOW be
  • Contract Drafting Rules
  • SOW – Measuring Performance

As measuring performance is an important part of a service and often integrated in a SOW we look at: Why, Development Process, SMART Methodology, Metrics and KPI, and Integration in a SOW

  • Risk Mitigation Analysis

Look at a Risk Mitigation Analysis and its relation to a SOW

  • Supplier Relationship Management

The importance of supplier relationship management is reviewed in the context of updated and developing case law

  • Final Thoughts – Using a SOW

Discussion of some of the overarching thoughts and best practices to keep in mind when drafting a SOW

  • Review and Wrap Up
SPEAKERS
Debby Shapero Propp, B.A., LL.B.
Instructor Debby Shapero Propp Law Office

Debby Shapero Propp is a commercial lawyer with a focus on procurement, technology and health law and has provided legal services in the private, public and broader public sectors for over 25 years. Debby both provides advice on challenging procurement initiatives and major group procurements and develops and implements procurement processes and related agreements. Debby acts for her clients in major technology acquisitions and negotiations for both traditional and emerging technologies. Debby is a seasoned and dedicated public presenter and instructor and regularly teaches across Canada. Drawing on her experience working both with a wide range of clients and as in-house counsel, over the last few years Debby has developed practical and well-received professional development seminars including– Capital Equipment Procurement and Contracting, Service Contracting – Challenges and Strategies, Information Technology Procurement and Contracting, Contract Management Strategies for Success, Drafting a Statement of Work, Service Contracting II, Competitive Dialogue and Innovation Partnership. Debby also regularly writes for Canadian publications. Debby is a founding and active member of the Health Lawyer Network, which provides a broad range of legal and educational services.

FAQ

What is the cancellation policy?

A full refund will be issued on cancellations received in writing at least 10 business days prior to the workshop start date. An administration fee of $150.00 is applicable if notification is received between three and nine days prior to start date. Thereafter no refund will be available. Substitutions and transfer of registrations is permissible when received in writing three business days before the workshop start date. Credits to be used for future offerings are valid for 12 months from the date of initial payment and will expire if not used in that time frame.

What if the seminar is cancelled?

In the event of a workshop being cancelled or rescheduled, prior notification will be given to registrants by phone or e-mail, with the option of a full refund of registration fees or transfer of registration to another Supply Chain Canada offering.

Price
$536
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$595
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