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PLAYBOOK TEMPLATES

Service Level Agreement (SLA)

An SLA establishes measurable service performance standards between provider and customer. This playbook explains methods to draft enforceable metrics, remedies for non-performance, and escalation procedures.

Scope of Work

Why This Matters: Preventing disputes about unprovided services and unexpected costs by clarifying responsibilities upfront. Minimizes performance failures and misaligned expectations.

Negotiation strategy

If you're the Company:

Ensure the scope of work is detailed and aligns with business objectives. Include specific timelines and acceptance criteria to avoid ambiguity.

If you're the Contractor:

Negotiate for flexibility in deliverables and timelines where possible, but ensure all responsibilities are clearly defined to prevent disputes.

Essential elements

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Service Definition

Detailed list of services.
2

Deliverables

List with acceptance criteria.
3

Responsibilities

Defined roles and obligations.

Action framework

ACCEPT

Propose edits if the scope lacks clarity or detail, ensuring all elements are covered.

EDIT

Reject if the scope is vague or overly broad, risking scope creep.

ADD

Add new language if key elements like change management are missing.

PRO TIP

Always document any changes to the scope in writing to prevent misunderstandings.

Example clauses

FAVORABLE

Preferred Scope of Work Language

"The Contractor shall provide the following services: [detailed list of services]. These services shall be performed in accordance with the specifications and timelines set forth in this Agreement."
NEUTRAL

Fallback Scope of Work Language

"If negotiation requires flexibility, ensure at least the key elements (services, deliverables, responsibilities) are covered, even if less detailed."
UNFAVORABLE

Unfavorable Scope of Work Language

"Avoid vague or overly broad descriptions that could lead to scope creep or misaligned expectations."

Fallbacks

High-Risk Projects

In high-risk projects, ensure the scope of work includes detailed risk management strategies and contingency plans.

Agile Development

For agile projects, allow for iterative scope adjustments but maintain clear deliverable criteria.

Fixed-Price Contracts

In fixed-price contracts, the scope must be precise to avoid cost overruns and disputes.
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