Overview
We maintain standard contracts with all clients. s are responsible for writing up paperwork, but Project Managers are responsible for dictating the terms of the agreement and negotiating with clients.Strategist
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 for each clientMaster Services Agreement (MSA)
- Create a for each one of ourScope of Work (SOW)we provide, exceptServicess, which fall under thePlanned ProjectSOW.Core Coverage
- Write paperwork in Google Docs.
- Send paperwork for signature in Pandadoc.
- Keep copies of signed paperwork in Google Drive.
🚫 Don’t…
- Write a for individualScope of Work (SOW)s, unless your client is using the “Legacy”Project Plan.Core Coverage
- Work without paperwork in place