Helia HR

Statement of Work (SOW)

The contract annex that defines one engagement: scope, deliverables, timeline, team, billing model and rates, acceptance and change procedure. The document delivery actually runs on.

A Statement of Work turns a signed relationship into a defined engagement. The usual construction is a master services agreement (MSA) holding the legal ground rules once — liability, IP, confidentiality, payment terms — with a separate SOW per engagement describing the work itself. New project, new SOW, no renegotiating the legal frame.

What a usable SOW pins down:

  • Scope — and explicit exclusions. What is out matters more than what is in; exclusions are where disputes go to die quietly.
  • Deliverables with acceptance criteria — what "done" means, who confirms it, and within how many days.
  • Timeline and milestones, if payment or deadlines hang on them.
  • Team and billing — the model (time and materials, retainer, fixed price), rates or the fixed amount, currency, invoicing cadence.
  • Assumptions and dependencies — client-side access, decisions, environments; a missed assumption is a legitimate change request, not a free overrun.
  • The change procedure — how scope moves and who signs.

The test is simple: if the billing model, the rate and "what does done mean" can't be answered from the SOW alone, it isn't finished — and delivery will re-answer them later, from memory, under pressure.

In Helia, there is no contract repository, but a project card mirrors the SOW's operational facts — billing model, rate or flat amount, currency, dates, customer and delivery manager — and those fields are exactly what capacity plans and generated invoices then run on, so the SOW's numbers and the billed numbers stay one and the same.

Track it instead of defining it

Helia gives IT services teams the directory, capacity matrix, time off and client invoicing behind these numbers — in one place.