Course Methodology
This course relies on individual and group exercises aimed at helping participants learn all key contract management activities. The course also features several case studies, presentations, and role-plays by participants, followed by discussions. In addition, this course incorporates pre-and post-testing.
Course Objectives
By the end of the course, participants will be able to:
- Identify the essential elements of a contract and recognize the importance of the Scope of Work
- Outline the objectives of a contractual relationship and leverage them into requirements needed to develop the Scope of Work
- Plan and prepare a solid SoW using outlines and templates
- Define contract building blocks and draft simple contract provisions
- Write the narrative of a contract and different contract parts using best practices
Target Audience
Personnel involved in drafting a Scope of Work and negotiating contract terms to ensure contract requirements are adequately captured.
Target Competencies
- Contract preparation
- Writing Scope of Work
- Drafting contracts
- Preparing contract plan
- Negotiating scope of work
- Technical writing
Overview
- Defining contracts
- Elements of contracts
- Defining rights and obligations
- Defining and developing the Scope of Work
Planning Scope of Work
- Types of Scope of Work
- Tools and techniques used to plan Scope of Work
- Gathering requirements
- Work Breakdown Structure (WBS)
- Risk management and Scope of Work
- Outlining the Scope of Work planning process
Developing the Scope of Work
- Rules of SoW writing
- Drafting fundamentals
- SoW formats
- Why is an SoW difficult to write?
- Suggested ten-part format
- Principles of good writing
Contract Building Blocks
- Representations and warranties
- Covenants and promises
- Rights and obligations
- Conditions to obligations
- Discretionary authority
- Declarations and facts
Contract Drafting Fundamentals
- Drafting with or without precedent
- Drafting contract parts:
- Introductory provisions
- Definitions and defined terms
- Action sections
- Other substantive business provisions
- Endgame provisions
- General provisions
- Signature lines