Overview

We maintain standard contracts with all clients. Project Managers are responsible for writing up paperwork, but Strategists are responsible for dictating the terms of the agreement and negotiating with clients.

Concepts

Master Services Agreement (MSA)

Scope of Work (SOW)

🏅 Principles

• Clarity. Paperwork should be easy to read and in as simple language as is possible.
• Boundaries. Paperwork should have clear terms so that we do not establish perpetual agreements and continually stay in contact to ensure fair value on all sides. Paperwork should be very specific about what is our job and not.
• Minimalism. We try to only create paperwork when it is necessary and not otherwise.

📏 Rules

✅ Do…

• Create a Master Services Agreement (MSA) for each client
• Create a Scope of Work (SOW) for each one of our we provide, except Planned Projects, which fall under the Core Coverage SOW.
• Write paperwork in Google Docs.
• Send paperwork for signature in Pandadoc.
• Keep copies of signed paperwork in Google Drive.

🚫 Don’t…

• Write a Scope of Work (SOW) for individual Project Plans, unless your client is using the “Legacy” Core Coverage.
• Work without paperwork in place