Project Management Prep Sheet

PROJECT MANAGEMENT PREP SHEET

Project Identification

Client Name:

Client Contact (phone/email):

Service Provider Name:

Project Manager:

Project Manager Contact:

Purpose and Objectives

Concise statement of the project purpose and measurable objectives to be achieved. This statement will guide scope, schedule, and acceptance criteria.

Scope of Work

Detailed description of services, activities, and outputs to be performed by the Service Provider as part of this engagement. Scope is binding unless modified through the Change Order Process described below.

Deliverables & Acceptance Criteria

For each deliverable, provide a description and measurable acceptance criteria. Acceptance requires Client written confirmation unless otherwise stated.

Timeline & Milestones

Project schedule and critical milestones. Dates shown are target dates; schedule changes must be documented via Change Order.

Planned Start Date:

Planned End Date:

Milestone 1 Target Date:

Milestone 2 Target Date:

Budget & Payment

Provide total budget, payment milestones, invoicing schedule, and any retainers. Fees are net of applicable taxes unless otherwise stated.

Acceptance & Review

Deliverables will be reviewed for acceptance upon submission. Client will provide written acceptance or a list of defects within calendar days. If no response is received within the review period, deliverable will be deemed accepted.

Confidentiality

Each party agrees that Confidential Information disclosed in connection with this engagement will be held in confidence and used solely for the purposes of performing obligations under this Prep Sheet and any resulting Statement of Work. Confidential Information does not include information that (i) was already known to the receiving party without restriction, (ii) is or becomes publicly available through no breach, (iii) is rightfully received from a third party without restriction, or (iv) is independently developed without use of the disclosing party’s Confidential Information. Remedies for unauthorized disclosure include injunctive relief and damages.

Assumptions, Constraints & Risks

Governing Law & Remedies

This Prep Sheet and any resulting agreement will be governed by the laws of the jurisdiction selected by the parties below. Parties agree that disputes will first be escalated through senior management for resolution prior to formal proceedings.

Governing Law (State/Jurisdiction):

Miscellaneous Provisions

This Prep Sheet reflects the current understanding of the parties and may be incorporated into a Statement of Work or Master Services Agreement. No waiver of any provision will be effective unless in writing and signed by the waiving party. Severability: if any provision is found invalid, remaining provisions remain in effect.

Approval & Signatures

By signing below, each party represents and warrants that the signatory is authorized to bind the party and that the information in this Prep Sheet accurately reflects the parties' intent for the project initiation. Execution of this Prep Sheet constitutes mutual agreement to proceed under the terms herein and to follow the Change Order Process for modifications.

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