The workscope is a collaborative document. Part of it is written by you. Most of it is written by us. The key issue is that we work together to come up with a detailed, written description of the project.

Workscope steps:

(1) what is expected,

(2) what it will cost,

(3) when will it be delivered,

(4) how training and support will be achieved and

(5) how much that will cost.

Your objective

You might write: I want an app that is available to my customers anytime

so they can look up the status of the all their service work we have in our shop.

Or, you might write: I want an app that is a shopping cart so customers can order

my stuff online.

The benefits you expect

You might write: I expect my customers will use my online system and

that will mean I don’t need as many reps to answer the phone.

Or, you might write: if people buy my stuff online, I won’t need another

location, or even better, I’ll sell more stuff without having to hire more

sales people.

The completion time you expect

You may say, I need this on November 1 before my biggest

competitor gets ahead of me.

Then, we have research to do, including asking you a lot of questions.

Some of them will be technical and you’ll need to connect us, for example, to your technical people and/or key vendors who supply components of your infrastructure.

We prepare a custom checklist for every project, every client.

We’ll help you through it. Actually, that’s part of our responsibility to get the workscope completed. It can be tedious. But, be patient. A well done workscope will save you a lot of money, and down the road, a lot of time.