Review and Approve a Scope of Work

Use the scope of work as the reviewed source before generating tasks.

Proposals & scopes1 min read

The scope of work is the agreement your task plan should come from. Sensra can help draft it from intake and proposal context, but the scope should be reviewed carefully before it becomes the basis for delivery.

What to check

  • Deliverables: Make sure each deliverable is specific enough for your team to execute.
  • Exclusions: Add anything that is intentionally out of scope.
  • Assumptions: Confirm the scope does not rely on unsupported assumptions.
  • Client responsibilities: Spell out what the client must provide, review, or approve.
  • Timeline and milestones: Keep dates realistic and tied to known constraints.

Approval matters

Approve the scope only when it reflects the work you intend to deliver. Task generation should happen from the approved scope so the delivery checklist stays connected to the reviewed agreement.

After approval

Use the approved scope to generate project tasks, export the document, or share the proposal flow with your client when that is part of your workflow.

Need more help?

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