Drafting Technology Services Statements of Work: Structuring Terms, Minimizing Disputes, Streamlining Negotiations

Recording of a 90-minute CLE webinar with Q&A

Conducted on Thursday, June 29, 2017
Recorded event now available

This CLE webinar will provide business and technology counsel with a roadmap for drafting statements of work (SOWs) for the purchase of technology products or services. The panel will discuss terms and conditions that should be included in a SOW, strategies for avoiding common contracting pitfalls, and effective methods of resolving disputes.


SOWs outline project requirements, including deliverables, milestones, payment terms, acceptance criteria and due dates, related to the purchase of technology products or services. Because courts have ruled that a vendor is under no obligation to perform services or tasks that are not expressly outlined in an SOW, careful drafting of the SOW is critical.

There are a number of potential pitfalls counsel may encounter with SOWs. The first is when the customer entrusts the technology vendor with drafting the SOW. This practice almost always results in a boilerplate SOW that lacks necessary specifics. The SOW must be tailored to the primary technology purchase agreement. If not properly tailored, conflicting documents or incomplete terms will result.

Listen as our panel of attorneys experienced in negotiating SOWs discusses best practices for drafting the documents. The panel will discuss key terms and conditions that should be included in SOWs, common drafting pitfalls to avoid, and strategies for resolving contract disputes.


  1. Recent trends in contracting for the purchase of technology services and products
  2. Key terms and conditions in statements of work for technology products or services
    1. Description of services and deliverables and when they are expected
    2. Tasks that support deliverables and who will perform them
    3. Commencement date for project
    4. Initial draft of the project plan
    5. Detailed description of vendor materials
    6. Detailed information regarding vendor personnel
    7. Governance process for the project
    8. Fees—who will pay which costs and by when
    9. Expenses
    10. Service levels and corresponding performance credits and incentives
    11. Reporting obligations and frequency
    12. Facilities and equipment to be used
    13. Any testing requirements
  3. Anticipating common areas of dispute and streamlining negotiations


The panel will review these and other key issues:

  • What are the key questions corporate counsel must consider before undertaking the negotiation and drafting of a technology services SOW?
  • What terms and conditions should always be included in SOWs?
  • What are the most commonly disputed issues with SOWs and what are effective approaches to resolve them?


Tara J. Anderson, Esq.
TJA Business Law, Eden Prairie, Minn.

Ms. Anderson works with privately-held companies and nonprofits, including a number of technology and software companies, on corporate, IP and employment matters. Previously, Ms. Anderson spent over seven years at a mid-size law firm in its corporate and IP practice groups. As part of her business practice, she has advised clients on acquisitions with aggregate deal values ranging up to $250 million and has managed international trademark portfolios for large privately-held and public companies. Ms. Anderson also regularly teaches seminars on contractual and IP issues.

Jon L. Farnsworth, Shareholder
Felhaber Larson, Minneapolis

Mr. Farnsworth is an outside general counsel to privately held companies and established non-profits. He focuses on counselling clients through complex intellectual property, computer, internet, privacy, website, data breach and technology legal issues. He has extensive experience negotiating, drafting, and litigating technology contracts.


CLE On-Demand - Streaming Video

Includes recorded streaming video of full program plus PDF handouts.

On-demand is the only recorded format recognized for CLE credits in DE, IN, KS, LA, MS, NC, OH, OK, SC, TN, VA, WI.

AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN*, KS, KY, LA, ME, MN, MO, MT, NC, ND, NH**, NJ, NM, NV, NY, OH*, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

*Only available for attorneys admitted for more than two years. For OH CLE credits, only programs recorded within the current calendar year are eligible - contact the CLE department for verification.

**NH attendees must self-determine if a program is eligible for credit and self-report their attendance.

CLE On-Demand Video $297.00

How does this work?

Recorded Event

Includes full event recording plus handouts.

Strafford is an approved provider and self-study CLE credit is available in most states.

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, ME, MN, MO, MT, ND, NJ, NM, NY, OR, PA, TN, TX, UT, VT, WA, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

Strafford will process CLE credit for one person on each recording.

Additional copies of a recording can be purchased at a discount. Please call Strafford Customer Service toll-free at 1-800-926-7926 ext 10 or email customerservice@straffordpub.com to place your order.

Recorded Webinar Download $297.00

How does this work?

Recorded Audio Download (MP3) $297.00

How does this work?


Strafford webinars offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program).  Please note that our webinars do not feature videos of the presenters.

Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

Program Materials

Requires Adobe Reader 8 or later. Download Acrobat FREE.

or call 1-800-926-7926

CLE Credits

Many states grant CLE credits for on-demand streaming audio programs and recorded events. Our programs are pre-approved in many states. Refer to our state CLE map for state-specific information.

or call 1-800-926-7926

Customer Reviews

The presentation was perfect - not too technical or legal. Keep up the good work!!

Patricia Embley

I liked the concise and clear presentation of the subject matter.

Arthur Glassman

Moss & Barnett

I thought the content covered in the webinar was very helpful.

Stephanie Hooks


Great program.

Jennifer Doran

Hinckley, Allen & Snyder

I liked the use of current court cases.

Robert Cundiff

Northwestern Memorial Hopsital

or call 1-800-926-7926

Business Contracts and Franchise Advisory Board

Vincent R. Martorana

Assistant General Counsel


Charles (C. J.) Schoenwetter


Bowman and Brooke

Rochelle Spandorf


Davis Wright Tremaine

Craig Tractenberg


Fox Rothschild

Les Wharton

Chief Legal Officer

Coverall North America

or call 1-800-926-7926

Our Guarantee

Strafford webinars are backed by our 100% Unconditional Money-Back Guarantee: if you are not satisfied with any of our products, simply let us know and get a full refund. For more information regarding complaints and refunds, please contact us at 1-800-926-7926 ext 10. Complaints regarding this program can be submitted via the course evaluation found in the “Thank you” e-mail at the end of the course.