Ask for the Scope of Work Before You Sign

Picture of Aleksander Sosnowski
Aleksander Sosnowski

A missing scope-of-work annex is not an administrative gap. It is the single most predictive red flag in interim and fractional contracting. And it is the buyer’s risk to carry, not the contractor’s.

Most engagements that go wrong skip agreement altogether. Two sides discuss the work instead of agreeing it in writing. A verbal handshake stood in for a contract. Everyone left the room with a slightly different picture of what “success” meant, and nobody wrote down which picture was the real one.

That gap rarely surfaces in week one. Goodwill is high, and nobody wants to be the person asking for paperwork. It surfaces in month four. The sponsor wants one thing. The interim executive believed the client had hired them to do another. Both of them can point to the same sales conversation as proof.

Buyers rarely notice the gap in time

The interview process for an interim or fractional executive tests chemistry and credibility: can this person hold a room, does their experience fit, will the team accept them. None of that testing produces a written scope. By the time the conversation turns commercial, the buyer already trusts the person. Asking for a scope of work can feel like an odd, formal note to introduce into a relationship that otherwise feels settled.

That feeling is exactly backwards. Trust is precisely why the document matters. The more two parties like and trust each other going in, the less anyone is inclined to write down the boring detail trust is supposed to make unnecessary. It gets expensive months later, when it turns out they trusted two different versions of the engagement.

The risk compounds when someone sits in between

Direct engagements carry this risk on their own. Engagements placed through an intermediary carry a second layer of the same risk. That covers a body-leasing firm, a staffing agency, a boutique interim-placement house — any structure where a third party sits between the buyer and the person doing the work. That layer is usually invisible until it matters.

What the buyer actually wants to purchase is simple: an accountable executive, owning a defined scope, for a defined period — the line that separates interim management from its two look-alikes. That is the real signal. By the time it reaches paper, it has passed through a sales conversation, a commercial negotiation, and a placement agreement drafted for a different purpose entirely. That agreement exists to protect the intermediary’s margin and liability. Describing the work was never its purpose.

The buyer’s contract may say “provision of interim management services.” The contractor’s contract with the intermediary may say something else again — often generic freelance or resource-augmentation language. Neither document has to contain the scope the buyer thinks they agreed to. Neither party drafting it was in the room when anyone actually set the expectations.

The contract you signed says “interim services.” The contract they signed says something else entirely. Neither one says what you actually expect to happen.

Nobody in the chain has to be dishonest for this to happen

None of this makes any one intermediary dishonest. Most operate professionally within exactly this structure. It is a property of the structure itself: commercial paperwork allocates risk and payment between the two parties who signed it. It never captures what a third party — the sponsor who will actually judge the engagement — believes they are getting. Unless someone deliberately writes the scope down and attaches it to both contracts, that scope exists only in a sales conversation nobody kept minutes of.

The pattern is easy to recognise once you know to look for it. A buyer briefs an intermediary verbally, in detail, on what they need. The intermediary briefs the candidate, in less detail, because some of the nuance was never going to survive a second retelling. The candidate signs a contract describing hours and a day rate, not the buyer’s actual expectations. That is the only document the intermediary had reason to draft. Three people now hold three slightly different versions of the same engagement, and only one of those versions ever made it onto paper.

What to insist on before you sign

Four things are worth confirming before any signature goes on anything, whether the engagement is direct or placed through an intermediary:

  • A scope-of-work annex to the contract — naming the deliverables, the decision rights, and what counts as done, not just the day rate and the notice period.
  • A short meeting with the actual reporting line — the sponsor or line manager, not only procurement or the intermediary’s account manager — to confirm the SOW with the person who will actually judge the outcome.
  • A check of the contract’s clauses against what was agreed by email. Commercial teams routinely tidy language during negotiation. That tidying quietly drops or softens details both sides discussed and assumed were already agreed.
  • Where an intermediary is involved, sight of what their contract with the contractor actually promises — not a summary of it, the clause itself. That is the document the contractor will point to if a dispute ever reaches that stage.

None of this is adversarial. It is the same founding-document discipline that belongs in any mandate — just applied before the ink is dry rather than after. The difference it makes is the difference between hiring an executive and hiring a rumour about one.

If it doesn’t exist, ask for it — don’t sign around it

The instinct, in a good-faith negotiation, is to let the missing document go rather than slow down a relationship that otherwise feels right. Resist it. A scope of work costs an afternoon to draft and confirm. Its absence costs a quarter of ambiguous delivery before anyone admits nobody ever specified the engagement.

If the candidate or the intermediary hasn’t produced one, ask for it directly. Or sketch a short version yourself — a page is usually enough — and have the candidate confirm it in writing before anyone signs the contract. Either path is faster than the conversation that eventually happens without it. Two people compare notes on what they thought they had bought, and discover they were never describing the same engagement at all.

A scope of work is not paperwork bolted onto a relationship of trust. Where the money and the accountability are real, it is the only thing separating trust from a shared assumption neither side has actually tested.

It protects the executive at least as much as the buyer. An interim manager working against a written scope has something to point to when a sponsor’s expectations start drifting mid-engagement. One working on a verbal understanding has only their memory of a conversation, against someone else’s memory of the same one. In that argument, the person without the document rarely wins.

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