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PLAYBOOK TEMPLATES
Management Consulting Agreement
A Management Consulting Agreement governs advisory or professional services engagements. This playbook explores fee structures, confidentiality, and limitation of liability provisions.
Scope of Services
Negotiation strategy
Ensure all tasks and deliverables are explicitly listed. Confirm timelines are feasible and performance standards are industry-appropriate.
Use reasonable efforts to accommodate changes requested by the Client. Ensure any changes to scope are documented in writing.
Essential elements
1
Services Provided
Detailed list of tasks.
2
Performance Expectations
Standards and timelines.
3
Scope Changes
Provisions for adjustments.
Action framework
ACCEPT
Propose edits when tasks or timelines are unclear.
EDIT
Reject if deliverables are not defined.
ADD
Add language for scope changes if missing.
PRO TIP
Always include a detailed list of deliverables to prevent misunderstandings.
Real-world examples
FAVORABLE
Preferred Scope of Services Clause
The Service Provider shall perform the services described in Exhibit A attached hereto (the 'Services'). The Services shall include, but are not limited to, the following tasks and deliverables: [insert detailed list of tasks and deliverables]. The Service Provider shall use its best efforts to complete the Services in accordance with the timeline set forth in Exhibit B. The Service Provider shall provide regular updates to the Client regarding the progress of the Services and shall promptly notify the Client of any issues that may impact the completion of the Services.
NEUTRAL
Fallback Scope of Services Clause
The Service Provider shall perform the services as outlined, focusing on key deliverables and timelines.
UNFAVORABLE
Unfavorable Scope of Services Clause
The Service Provider shall perform services as needed without specific deliverables or timelines.
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure the scope of services includes detailed risk management strategies and contingency plans.
Long-Term Contracts
For long-term contracts, include periodic reviews of the scope to adapt to changing needs and technologies.
Multi-Party Agreements
In multi-party agreements, clearly define the responsibilities of each party to avoid overlap and confusion.
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WEEK 3
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