Scope of Services
Define specific activities covered, work exclusions, and typical deliverables. Use measurable language so tasks are unambiguous and billable work is distinguishable from included support.
A formal Project Management Ongoing Support document reduces ambiguity about responsibilities, measurement of performance, and change requests. It helps preserve institutional knowledge, standardize communication, and set predictable timelines and costs for post-delivery work.
Teams that prepare and rely on ongoing support plans vary by role and organization size.
The document aligns expectations between internal teams and external providers, reducing disputes and improving continuity.
Define specific activities covered, work exclusions, and typical deliverables. Use measurable language so tasks are unambiguous and billable work is distinguishable from included support.
Specify response and resolution times, availability windows, performance metrics, and credit or escalation procedures when service levels are not met.
Detail regular reporting cadence, required artifacts (status reports, risk logs), meeting frequency, participants, and escalation contacts for urgent matters.
Describe how scope changes are requested, evaluated, priced, approved, and tracked. Include typical turnaround times and approval authorities for change orders.
Name responsible parties, primary contacts, decision-makers, and their authority limits to avoid duplication and clarify escalation paths.
Set termination notice, transition assistance, data handover obligations, and any fees or final deliverables required to close the engagement.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or KBA |
| Reminders | Auto-remind schedule and frequency |
| Attachments | Allow upload for supporting exhibits |
Ensure the chosen platform supports required integrations and authentication before sending for signature.
Confirm the platform can produce an audit trail, store final signed copies securely, and export standard formats for archiving and compliance.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
The team standardized post-launch coordination into a single addendum to reduce handoffs.
Property management projects used recurring support orders to manage tenant onboarding.