Template · Operations
Scope of work for skilled help
A one-page agreement for a single piece of volunteer or exchange work: the goal, what's included and not, what you'll have ready, when it's done, and sign-off.
The Word file opens in Microsoft Word, Google Docs, Pages and LibreOffice. Reviewed October 21, 2026.
A scope of work is a short written description of one piece of work: what will be done, what won't, and how you'll both know it's finished. It's the single most useful page you can write before a volunteer expert or another charity starts helping you. Golden Hint's community guidelines ask both sides of an exchange to agree the scope and timing before work starts, and the credit rules say a fixed-scope task must be priced and agreed before work starts too.
This template uses the same five parts as the scope in the Golden Hint app and in our guide on asking for skilled help, plus a timeline and sign-off. It's for a single piece of work. For an ongoing volunteer role, use our volunteer agreement instead.
How to adapt it
- Keep it to one page. If it won't fit, the work is probably too big: split it into two pieces.
- Write "Done when" as one sentence someone outside your charity could check.
- Fill in "Not included" every time, even with one line. It's what stops the job from quietly growing.
- If anything changes, update the page and both of you agree it again. On the Exchange, agree a new or changed exchange rather than stretching the old one.
- This is a plain agreement about expectations, not a legal contract. For work with legal or financial consequences, your board still makes the decisions.
Preview
Scope of work
Organization receiving help: [ORGANIZATION NAME]
Contact: [NAME, EMAIL]
Organization or person giving help: [NAME]
Contact: [NAME, EMAIL]
Date agreed: [DATE]
Goal
[ONE OR TWO SENTENCES: THE PROBLEM, AND WHAT YOU HOPE WILL CHANGE.]
What's included
[THE PIECE OF WORK, IN TWO TO FOUR BULLET POINTS.]
- [TASK]
- [TASK]
Not included
[ANYTHING NEARBY THAT ISN'T PART OF THIS PIECE OF WORK.]
- [ITEM]
What we'll have ready
[THE FILES, ACCESS, PEOPLE AND ANSWERS YOUR CHARITY WILL PROVIDE, AND HOW QUICKLY YOU'LL REPLY TO QUESTIONS.]
- [ITEM]
Done when
This is done when [ONE SENTENCE SOMEONE ELSE COULD CHECK].
Format and time
Format: [VIDEO OR PHONE CALL / DOCUMENT REVIEW / MENTORING / WORKSHOP / SECONDMENT]
Estimated time: [NUMBER] hours, or a fixed task of [NUMBER] credits
Timeline
| Step | By when |
|---|---|
| Kickoff call | [DATE] |
| [DRAFT OR CHECK-IN] | [DATE] |
| Finished | [DATE] |
Changes
If either of us wants to change this scope, we'll say so in writing and agree the change before doing the extra work.
Sign-off
For [ORGANIZATION RECEIVING HELP]: [NAME], [DATE]
For [ORGANIZATION OR PERSON GIVING HELP]: [NAME], [DATE]
Keep going
- GuideAsking for skilled help: scope a request an expert can finishTurn a big, vague need into a small piece of work with a clear finish line, so a volunteer expert can say yes, do it well and hand it back.
- GuideInsurance basics for small charitiesThe main types of insurance a small charity may need, from general liability and D&O to volunteer accident and cyber, and how to shop for them.
- GuideLogistics for small charities: donated goods, storage and food safetyManaging donated goods, storage, transport and simple inventory, plus food safety basics and the Good Samaritan food donation law.
- Founder pathwayRunning day-to-day operationsOpen a bank account, keep simple books, get insured, treat volunteers and workers fairly, protect people's data and adopt the core policies.
Sources
Checked on October 21, 2026. Rules and fees change, so follow the links for the current version.
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