# Statement of Work — The Handover Method (sample)

> Reference template. Each engagement adapts these sections to the client's
> operating context. Numbers below are illustrative; the live SOW is signed
> against agreed scope, fee, and KPI.

---

## 1. Engagement summary

**Method:** The Handover Method
**Duration:** 12 weeks (84 calendar days from kickoff to handover)
**Fee structure:** Fixed fee (€25k–€60k typical for a 12-week pilot; band depends on scope)
**Out-of-scope work:** Re-scoped or declined — never absorbed silently

## 2. Deliverables (binary)

Each deliverable is binary — shipped or not shipped — with a one-line acceptance criterion.

| # | Deliverable | Acceptance |
|---|---|---|
| D1 | Baseline KPI scorecard (Week 1) | Numeric baseline approved by the client owner, anchored in the client's operating system |
| D2 | Workflow re-design proposal (Week 3) | Reviewed by the client owner; one written iteration; sign-off before pilot build |
| D3 | Production AI workflow (Week 8) | Live in the client environment, operating on real production data |
| D4 | Runbook + decision log (Week 10) | Maintained by the client team alone for one full week before handover |
| D5 | Handover meeting + 30-day support window (Week 12) | Documented action items from handover meeting, optional 30-day check-in |

## 3. Engagement shape (mutual exit at week 4)

- **Week 1:** Discovery, baseline KPI lock, named client owner identified
- **Week 4:** Mutual-exit checkpoint — either party can close the engagement, no penalty, with discovery deliverables retained
- **Week 8:** Production AI workflow live in the client environment
- **Week 12:** Handover complete — runbook, decision log, trained internal owners

## 4. Roles & responsibilities

- **Lead advisor (Hohmann Advisory):** Owns delivery end-to-end; on every meeting; signs off every deliverable
- **Specialist network (activated on client approval):** Domain experts engaged for Legal, HR, IT/AI Engineering, Cybersecurity, Energy & Industrial, Finance & FP&A scope
- **Client owner:** Named on Day 1; participates in Week 1 baseline lock + Week 4 exit + Week 12 handover; receives the runbook
- **Client SMEs:** ≤4 hours/week of named SME time during build phase

## 5. What we do not do

- No vendor commissions or referral fees — ever
- No outcome guarantees or refund clauses (fixed fee + mutual exit + handover handles risk symmetry)
- No junior delivery — the senior advisor stays on through close
- No discovery-only engagements — every SOW ends with a production deliverable or a mutual exit at week 4
- No scope creep — out-of-scope work is re-scoped, declined, or named in a follow-on SOW

## 6. Compliance & governance

- GDPR — EU data residency by default; DPIA-aware design
- ISO 27001 — practices aligned to ISO 27001 controls
- SOC 2 Type II — practices aligned to SOC 2
- NDA — signed by default before discovery
- EU AI Act — Article 5/9 ready engagement frames where applicable

## 7. Acceptance & change control

- Each deliverable has a single acceptance criterion (above) approved by the named client owner
- Change requests submitted in writing; re-scope priced as a separate SOW addendum
- Disputes escalated to the named client owner + lead advisor within 5 business days; never to procurement first

## 8. Termination

- **Mutual exit at Week 4:** Either party closes with no penalty; client retains discovery deliverables
- **For convenience after Week 4:** Pro-rata fee calculation against deliverables completed
- **For cause:** Standard cure period (10 business days) before termination

---

## Why we publish a sample SOW

Procurement teams should not have to wait for a contract draft to see how an engagement is shaped. Publishing the sample makes the conversation faster, the diligence honest, and the boutique posture legible: small, productised, named.

If your procurement team needs the live template (DOCX) or a mark-up against a specific MSA, request it at contact@hohmann.pl or book a 30-min call at https://cal.com/hohmann-advisory/consultation.