Fundamentals in Writing Scopes and KPIs

About the Course

The scope is one of, if not the most important, documents to form and manage contracts. If it is vague, difficult to use, or overly complex (or overly simplistic), its value is severely compromised – for both parties to a contract.

This course takes you through the high-level issues and solutions down to the detailed ones. First, we examine a dispute to assess the role of the scope and KPIs in allowing two parties to form two completely different views.

We then dedicate a significant portion of the course to learning how to prepare best practice scopes and how to create key performance indicators that are clear and dispute-proof. We pay close attention to ensuring appropriate structure, clear responsibilities, and the right language. The financial and non-financial means to drive good performance are explored in detail.

Throughout the two days, there are numerous examples of good and bad practices that we compare. By the end of the course, you’ll be able to pass or fail scopes and KPIs in seconds.

Note: You must bring in a scope and KPI that you have written, need to review, or need to manage. We exchange these in the class and analyse them so that you have a much-improved one for the future.

Who Will Benefit

An elective in our contract management CMP series, this practical course is designed to benefit professionals who are responsible for developing or reviewing scopes, SoWs, specifications, and SLAs, along with the related performance measures.

Subject matter experts, such as Engineers and technical people, and category managers/specialists will particularly benefit from this program. The scope writing and KPI preparation training course has also been popular with members of the legal fraternity who are expanding their contribution beyond the contract terms and conditions. This course is beneficial for:

• Project Managers: To improve project planning and monitoring progress effectively
• Business Analysts: To ensure clear and measurable outcomes for business initiatives
• Contract Managers: To define clear deliverables and expectations in contracts
• Procurement Specialists: To create precise scopes and KPIs for vendor contracts and service agreements
• Consultants: To develop clear and measurable goals for client projects

Key Learning Objectives

• Appreciate why the scope is the most important part of the contract
• Gain practical experience in how to prepare best practice scopes through worked examples – paying close attention to appropriate structure, clear responsibilities and the right language
• Learn how to write up KPIs that will work in practice
• Explore the financial and non-financial means to drive KPIs
• Identify how to critique any SOW and KPI and fix it
• Critique and improve one of your own scopes and KPIs throughout the course
• Have your scope and KPIs reviewed for good practice and obtain feedback

Course Information

Instructional Delivery Method: Live Digital
Prerequisite & Advanced Preparation: Reading material will be sent prior to the course

International Institute of Business & Technology

The International Institute of Business & Technology Aust (IIBT) is a highly respected, government-approved, Australian provider of higher education and VET programs. Their suite of programs includes a University level Diploma of Business Administration, equivalent to the first year of a business related undergraduate degree at Australian Universities.

Delivered by Dr Sara Cullen

Sara is the Founder and Managing Director of The Cullen Group, a specialist organisation offering consulting, training, and publications regarding commercial agreements. She is also a Fellow at the University of Melbourne and an Associate at the London School of Economics. Previously she was a National Partner at Deloitte in Australia.

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