UGC PROJECT SCOPE WORKSHEET
WFH Guide | October 18, 2026

Planning aid, not a contract or legal advice. Fill this in before agreeing to work.
Use a qualified adviser for agreement-specific legal questions. Blank fields are
unresolved questions, not permission or agreement.

PROJECT AND CONTACT
Project / working title:
Creator / business:
Client business and verified contact:
Decision-maker and approval contact:
Brief version and discussion date:
Intended audience / region:
Viewer task and supported core message:
Product facts / claim evidence supplied by:
Questions that must be resolved before production:

DELIVERABLES
Number of final files:
Format / orientation / dimensions / length:
Script responsibility and approval:
Filming / voice / photography responsibility:
Captions / transcript / language versions:
Alternative hooks / crops / exports included:
Raw footage / editable source files included or excluded:
Acceptance criteria / required facts:
Claims or content specifically excluded:

PRODUCTION AND REVIEWS
Product supplied by / shipping / return plan:
Access or permissions needed:
Production begins only after:
Draft due date:
One consolidated feedback contact:
Feedback due date:
Number of revision rounds included:
What counts as a revision:
What counts as a reshoot or changed brief:
Extra work approval and pricing process:
Final delivery date and dependency on feedback:

FEES AND PAYMENT
Production fee and currency:
Separate usage / distribution / exclusivity fees if agreed:
Direct costs and who pays them:
Taxes / invoice requirements to confirm:
Payment stages and invoice / payment dates:
Cancellation / postponement terms to resolve:
Overdue payment process to resolve:

USAGE AND PERMISSIONS — CONFIRM EXPLICITLY
Named permitted channels / accounts:
Organic publication / paid advertising / other use:
Territory:
Start date / usage period / renewal process:
Permission to crop / edit / translate / create variations:
Creator-account advertising access, if any:
Likeness / voice / AI-related reuse permissions, if any:
Exclusivity: category, territory, duration, compensation:
Who may publish / distribute / authorize others:
Copyright ownership / license terms to resolve:
Creator portfolio display allowed? Which files and when?
Disclosure wording / placement / platform declarations:
Responsibility for final claims and compliance review:

ASSETS AND PRIVATE DATA
Asset: description / source / creator / permission or license / permitted use /
restrictions / expiry / evidence location:

People appearing and documented permission:
Music / third-party footage / photos / interface permissions:
Private information to remove:
Storage / access / deletion requirements:

HANDOVER AND REVIEW
Delivery method and file names:
Who confirms receipt / acceptance:
How long working files will be retained:
Correction process after delivery:
Planned hours / actual hours by stage:
Scope changes and approval record:
Feedback to use in the next brief:
Public results, if any: source / date / permission / limits:

REFERENCE
https://workfromhomeguide.com/social-media/become-a-ugc-creator