Writing Effective Terms of Reference and Scope Documents
Terms of reference define what committees, consultants, projects and studies are meant to deliver, yet vague versions cause scope creep, disputed invoices and disappointing results across African organisations. A well written terms of reference sets everyone up to succeed. This course teaches delegates to write clear terms of reference and scope documents that define purpose, deliverables and boundaries precisely.
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Define the purpose, objectives and scope of an assignment clearly.
Specify deliverables, timelines and reporting expectations.
Set boundaries that prevent scope creep and misunderstanding.
State roles, responsibilities and decision rights unambiguously.
Include evaluation and acceptance criteria for the work.
Review a draft terms of reference against a practical checklist.
Course outline
01What a Terms of Reference Must Achieve
02Purpose, Objectives and Background
03Defining Scope and Boundaries
04Deliverables, Timelines and Reporting
05Roles, Responsibilities and Authority
06Evaluation and Acceptance Criteria
07Common Terms of Reference Failures
08Drafting and Review Exercise
Who should attend
This course is aimed at project managers, procurement staff, committee secretaries and managers who commission work and draft terms of reference or scope documents.
Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.
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