WEBSITE

SCOPE
WORKBOOK
Client/Project

Date

This edition of Michael Janda’s Website Scope Workbook is a free

excerpt from his course Web Design Business Bootcamp. More details
and instruction about how to grow a successful website design and
development business can be found in the course.

Learn more at michaeljanda.com

Copyright © by Michael Janda // michaeljanda.com // @morejanda 1

CLIENT OBJECTIVES
List the client’s primary, secondary, and tertiary objectives for this website. (What problem(s) is the client trying
to solve in their business?

PRIMARY OBJECTIVES SECONDARY OBJECTIVES

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

TERTIARY OBJECTIVES OTHER

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

______________________________________________ ______________________________________________

WEBSITE SIZE & PHASES

Determine the size of site and break down the phases you will use to execute on the work.

Large Site (Big budget, lots of pages, and some complex things to solve.)
Medium Site (Big site but pretty straightforward. Not overly complex.)
Small Site (Not too challenging but has more pages than a micro site.)
Micro Site (Might be a single page or very simple multi-page site.)

PHASE 01 PHASE 02 PHASE 03 PHASE 04 PHASE 05

Copyright © by Michael Janda // michaeljanda.com // @morejanda 2

HOSTING & PLATFORM
Determine the details for the platform the site will be built on and where it will be hosted.

HOSTING
Where will the website be hosted?
Existing Server (The client has a server in place and will provide access.)
New Server (We will need to set up a server environment for the client.)

WEB HOST: ____________________________________

PLATFORM
What website platform will be used to build the site? Common platforms include WordPress, Drupal, Joomla etc.

PLATFORM: ____________________________________

PLATFORM CUSTOMIZATION
Many platforms include “themes” or “templates” that can be used to speed up the development process. If a
theme will be used for this site, list it below and determine the level of customization that will be required.

THEME: ____________________________________

Standard Theme (No customization. Will use out of the box theme.)
Minimal Theme Customization (Some minor adjustments to a standard theme.)
Heavy Theme Customization (Will make major modifications to a standard theme.)
Fully Customized (The project will include a unique, fully customized, website experience.)

LANGUAGES
What programming languages will be used when building the site?

FRONT-END:___________________________________ BACK-END: ____________________________________

FRONT-END:___________________________________ BACK-END: ____________________________________

FRONT-END:___________________________________ BACK-END: ____________________________________

FRONT-END:___________________________________ BACK-END: ____________________________________

FRONT-END:___________________________________ BACK-END: ____________________________________

Copyright © by Michael Janda // michaeljanda.com // @morejanda 3

WEBSITE SECTIONS AND PAGES
List all website sections and the pages that are included in each section. (For example: The site may have a section
called About the Company and within that section there could be separate pages for Leadership, History, Mission etc.)
If the site doesn’t have any “sections” with sub pages, simply list the pages required in the final site.)

SECTION: ______________________________________ SECTION: ______________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

SECTION: ______________________________________ SECTION: ______________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

SECTION: ______________________________________ SECTION: ______________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

PAGE: _________________________________________ PAGE: _________________________________________

* You many not know this information until your strategy workshop
Total Sections OR you may be creating this content plan for your client as part of
your paid engagement. In those cases, you still need a page quantity
Total Pages for your proposal. Use your judgment based on the discovery meet-
ing to identify a page quantity range for your proposal.

Copyright © by Michael Janda // michaeljanda.com // @morejanda 4

FEATURES & TECHNOLOGIES
List any features that will be included in the final site and determine what technologies will be integrated to make them
work. For example, if the site includes “video features” what technologies will be used to display the videos (YouTube,
Vimeo, uploaded to WordPress etc.?) Common features that may be included here include video, lead capture, map
display, social media interactions, gamification etc.

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

FEATURE: _____________________________________ FEATURE: _____________________________________

TECHNOLOGY:_______________________ TECHNOLOGY:_______________________

Copyright © by Michael Janda // michaeljanda.com // @morejanda 5

E-COMMERCE
Break down the content required for the E-commerce portion of the website. Listed at the top of this document are the
standard pages included in most E-commerce websites. First determine which of those will be necessary in this web-
site and then identify the number of products and SKUs that will be available in the product catalog.

STANDARD E-COMMERCE PAGES

Check all that will be required in this website.
Category Menu Page (Used when the catalog is broken into sections.)
Category Landing Page (Shows the products included in a section of the catalog.)
Product Search Results Page (Displays the results from a product search.)
Product Detail Page (Contains the details about a product and a button to “buy.”)
Shopping Cart Page (Shows the products that have been added to the user’s shopping cart.)
Checkout Page (Allows the user to complete their purchase transaction.)

PRODUCTS AND SKUS

List all of the products that will be included in the catalog and then determine how many SKUs there are for each product.
A product is something like “Van Halen T-Shirt” a SKU, Stock Keeping Unit, are the variations of that product likes sizes
and colors. Oftentimes this information can easily provided by the client.

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

Copyright © by Michael Janda // michaeljanda.com // @morejanda 6

E-COMMERCE (cont.)
PRODUCT: ____________________________________ PRODUCT: ____________________________________
# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

PRODUCT: ____________________________________ PRODUCT: ____________________________________

# OF SKUS:__________________________ # OF SKUS:__________________________

E-COMMERCE PLATFORM
Determine which E-commerce platform you will use to build the site (Shopify? Woocommerce? etc.)

PLATFORM: ____________________________________

CUSTOMIZATION
E-commerce platforms usually contain pre-built templates for the shopping experience. These templates
can be customized to make shopping experiences unique. Determine the level of customization necessary
for this project.
Standard Template (No customization. Will use out of the box template.)
Minimal Template Customization (Some minor adjustments to a standard template.)
Heavy Template Customization (Will make major modifications to a standard template.)
Fully Customized (The project will include a unique shopping experience with major customization.)

PAYMENT GATEWAY / PROCESSOR

Payment gateways are required to allow purchase transactions to happen on the E-commerce site. Com-
mon payment gateways include PayPal, Stripe, Authorize.Net etc. These gateways often allow a variety of
different payment methods like Visa, MasterCard, etc.

PAYMENT GATEWAY:____________________________

Total E-commerce Pages Total Products

Total SKUs

Copyright © by Michael Janda // michaeljanda.com // @morejanda 7

BLOG/NEWS
Analyze the client’s existing blog/news section of their site. Migration of blog content can
be a time consuming burden that is often overlooked when scoping a website.

# OF ARTICLES:________________________________
Will these articles be migrated to a new platform?
Yes No

If yes, how complex do you expect the migration to be?

Not a problem.
I better include a little bit of time for this in the scope.
This could be a nightmare, I’ll add sufficient time in the scope just in case.

BLOG/NEWS PLATFORM
What Blog platform will be used on the site?

PLATFORM: ____________________________________

OTHER CONSIDERATIONS
List any other things that should be considered while scoping this website.

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

Copyright © by Michael Janda // michaeljanda.com // @morejanda 8

INCLUDED VS. NOT INCLUDED
Listed below are common assumptions that your client may expect to be included in this project. Determine whether
these items are included or not included. Be sure to consider them in your pricing and detail them in your contract.

YES NO FEATURE OR SERVICE DETAILS

Content Strategy Our team will guide the client through the content outline process to help
construct an effective content strategy for the site.
Information Architecture The website content will be structured into a site map to act as a guide for
the user flow and wireframe process.
Copywriting Writing the website copy is not included in this scope of work. The client
agrees to deliver website copy prior to development.
Proofreading The website copy delivered by the client will be proofread by our team
during the development of the site. Any spelling, grammar, and punctuation
errors will be fixed.
UX Wireframes Each page of the website will wireframed during the user experience de-
sign process.
UI Visual Design Each page of the website will be visually designed and delivered to the
client in non-functioning form during the user interface design process.
Art Direction Senior level art direction and critique processes will be utilized throughout
the design of this project.
Icon Design No custom icons will be designed for this project. Icons will be limited to
availability of stock assets.
Typography Design Custom design of a unique font is not included in this scope of work.
Font Licenses This project scope does not include the purchasing of any font licenses that
are not currently owned by the client or agency. Any special fonts that are
required for the design may include a licensing fee that will be discussed
with the client prior to purchase.
Custom Photography No custom photography will be shot by our team in this project scope.
Stock & Existing We will utilize photography assets provided by the client. Any stock photog-
Photography raphy used may include a licensing fee for use on the site. If stock pho-
tography is necessary, licenses and prices will be discussed with the client
prior to purchase.
Infographic Design This project scope does not include design of infographics or data dia-
grams.
Illustration Custom illustrations are not included in this project scope. Stock illustration
assets may be used as necessary and may require a license fee.
Content Management WordPress will be used as the CMS for this site.
System
Third-party Integrations Any third-party integrations listed in this SOW are included. Anything not
(APIs) listed is considered out of scope.
Third-party Licenses Any third-party licenses for SaaS subscriptions, plugins, and so forth that
are not currently owned by the client or agency are not included in the
scope of this project.
Analytics Integration Standard Google Analytics will be integrated into the site. The client will
provide access to their Google Analytics Account.
Social Media Sharing Social media sharing plugins (either AddThis or ShareThis) will be imple-
mented to make content socially shareable.

Copyright © by Michael Janda // michaeljanda.com // @morejanda 9

INCLUDED VS. NOT INCLUDED (cont.)
YES NO FEATURE OR SERVICE DETAILS
Social Media Integrations Displaying posts, social feeds and other social media integrations into the
(API) website using social media APIs are not included in this project.
Site Traffic Expectations The site will be optimized for search, but no ongoing search engine optimi-
zation is included in this SOW.
Contact Form A website contact form allows visitors to submit information to the client
through the website. One website contact form is included in this project.
Contact Form Database The data collected in the contact form will be sent to an email address.
This SOW does not include CRM integration.
Blog This project does not include creation of a blog or integration of blog arti-
cles.
Gamification Integration Creation of gamification elements is not include. This includes points,
badges, leaderboards, and awards to encourage site interaction.
Localization Website content will not be localized any foreign languages. Additionally,
the site will not be coded or designed to expand or contract based on lan-
guages other than English.
Translation Services This project does not include translation of website copy into foreign lan-
guages.
E-commerce E-commerce functionality will not be included in the site. This includes
product search catalogs, shopping carts, checkout processes, account
login, and all other E-commerce features.
Responsive Design & Standard mobile responsive behavior will be designed and programmed.
Development Responsive websites will adjust to fit mobile screens.
Animations & Motion Animation of text, parallax images, image hover states and other anima-
tions will be implemented into the site to create an engaging design expe-
rience. Animation of these elements is limited to CSS development options
during development. Requests for extensive animation can be discussed
and priced separately.
Front-end Development This project will require front-end development. We expect to use HTML,
CSS, and Javascript. Any unique coding languages required by the client
may incur additional fees.
Back-end Programming This project will require back-end programming. We expect to use PHP as
the back-end language. Any unique programming languages required by
the client may incur additional fees.
Domain Registration This project does not include registering domain names and their corre-
sponding fees.
Subdomain Design & All subdomains are not included in this project scope. A subdomain is (site.
Development example.com)
Gated Content Gated content refers to content being offered to visitors through unique
password. No development of gated content is included in this project
scope.
QA Testing Each page of the website will be tested for quality assurance prior to
launch. QA testing does not guarantee that the site will be error free.

Copyright © by Michael Janda // michaeljanda.com // @morejanda 10

INCLUDED VS. NOT INCLUDED (cont.)
YES NO FEATURE OR SERVICE DETAILS
Cross-platform Browser The website will be tested to perform accurately on the latest release of
Compatibility each major browser platform: Chrome, Safari, Firefox, and Internet Ex-
plorer on desktop. Responsive versions will be tested on iOS and Android.
Testing and compatibility with any antiquated versions of browsers may
incur additional fees.
Focus Group Testing External test participants can be used to test effectiveness of design and
usability. This project scope does not include focus group testing.
Website Hosting This project does not include website hosting and corresponding fees. It is
anticipated that we will use the hosting environment currently in use for the
client’s site.
Project Management Our agency uses Teamwork as a project management system. This tool
System will be used to coordinate milestones, deliveries, and most project commu-
nication.
Account Management The client will work closely with a single member of our team as their main
point of contact for this project. This team member will manage feedback,
expectations, resources, and project timelines.
Third-party Vendor Management of any third-party vendors outside of our agency team is not
Management included in this project scope. Third-party vendors may include freelancers,
hosting companies, printing companies, and all other vendors.
Client-requested After- Our agency adheres to standard business hours (Monday - Friday, approxi-
hours Staffing mately 8AM to 5PM). Client requests staffing and access to our team mem-
bers outside of reasonable business hours is not included in this scope of
work.
Client-requested Travel Any travel costs not documented in this project scope are not included in
this engagement. Travel costs may include flights, lodging, and per-diem.
If the client requests travel for meetings with our agency, a separate SOW
will be mutually agreed upon prior to travel.
Client Communication & It is anticipated that project correspondence will occur through email, video
Correspondence conferencing, phone, and the project management tool. Any face-to-face
meetings not documented in this document are considered out of scope.

Copyright © by Michael Janda // michaeljanda.com // @morejanda 11