Best Practice: Partner Statement

of Work (SOW) Checklist

Purpose: The purpose of this checklist is to provide Customers, Partners and salesforce Account Executives a best
practices framework to assess Statements of Work for salesforce projects. Following these best practice
guidelines for SOW completeness, clarity and expected deliverables will contribute to customer project
success.

SOW Checklist

Key Topics Description Included

Introduction:
Purpose of Proposal Why are we doing this?

Goals/Objectives What are we trying to achieve?

Understanding of Current Challenges Customer issues/challenges

/ Requirements
Current state Proposed state You are here and we will get you there.

Success Metrics How will we measure success?

Project Scope:
Proposed Solution / Architecture High level illustration of architecture (salesforce,
integration points etc), identify custom coding,
custom objects and description as to why needed

Data Migration Details on importing data from 3rd party systems,

including de-duping

Reports/Dashboards Key Dashboards/Reports for all management

Salesforce1 Mobile Rollout plan for Salesforce1 Mobile

Integration approach Illustrate how integration will work(real-

time, batch, CTI, need 3rd party software:
Jitterbit,Informatica etc)

Methodology Explain how it will be rolled out (Iterative, Agile-

SCRUM)

Resource Identification / Team Matrix laying out:

Structure Partner resources title, responsibility in
project and expected deliverables, timelines for
deliverables, cost of deliverables
Client resources title, responsibility in
project and expected deliverables, expected
participation (FT,PT)
Project Timelines/Milestones (High Level Gantt Chart)
 Key Topics Description Included
Phases / Description/ Roles / Hours The best approach is in phases or small chunks
showing value along the way. Show a matrix of
each phase, description, the associated roles
required and hours to complete. This should align
with the Gantt chart.

Enable All Licenses Detailed plan to roll out all purchased licenses
over defined timeline

Project Assumptions / Dependencies Clear expectations for this project

Out of Scope / Project Exclusions What is not included in the implementation

Training / Documentation Specific training based on configuration work

Fee Schedule:
Cost for each deliverable As its iterative, show the cost for each deliverable

Third party software Any additional 3rd party software costs needed
to complete project
Travel Expenses Any need for on-site resources and costs
associated.
Total Fees Total cost of the solution including applicable
taxes

Why us? Keep it to 1 page and focus on expertise/

Partner Introduction: commitment to ensure success of this project

Definition of certain terms/acronyms used by

Terms/Acronyms Definition: client or partner

Legal and contractual provisions that are specific for

Terms & Conditions: your company

Last Updated: 05/6/15

Author: CFL SuccessDesk Team
Comments/Feedback, please contact Andrew Csabai (acsabai@salesforce.com) or your Account Executive.

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