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The SOW Risk Review
Checklist

50+ items delivery leaders wish they'd checked before signing. Built from real contract failures in consulting, professional services, and systems integration engagements.

50+ checklist items
9 risk categories
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What's in the checklist

9 categories. 62 items.
Every risk that costs you margin.

Organized around the failure modes we see repeatedly in consulting and PS engagements. Not theoretical — pulled from actual contract disputes and delivery blowups.

📐

Scope & Deliverables

Boundary language, definition of "done," what's explicitly excluded, and who decides when something is out of scope.

9 items
✅

Acceptance & Sign-off

Acceptance criteria specificity, deemed-acceptance clauses, dispute escalation paths, and partial acceptance traps.

7 items
💰

Payment Terms & Milestones

Invoice triggers, payment hold rights, disputed invoice provisions, and the link between acceptance and payment.

8 items
👤

Resource Commitments

Named-resource clauses, client approval rights over staffing changes, and availability guarantees you've inadvertently made.

6 items
📝

Change Order Process

What triggers a change order, turnaround SLAs, who has authority to approve, and whether verbal direction is binding.

6 items
🔒

IP, Data & Security

Work product ownership, background IP carve-outs, data handling obligations, and security certifications you've committed to hold.

7 items
⚠️

Liability & Indemnification

Cap structure, carve-outs that eliminate your cap, mutual vs. one-sided indemnification, and uncapped IP infringement exposure.

8 items
🚪

Termination & Exit

Termination for convenience payout, work product handoff obligations, wind-down costs, and post-termination IP reversion.

5 items
💵

Financial Integrity

Currency risk, billing audit rights, tax allocation, cost-plus rate cards, retainer refund obligations, and objective bonus/penalty criteria.

6 items

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