Scope and Discovery Documents

April 20, 2017 Julianne Ragland

Congratulations to Restart, Inc. for winning this year’s Scope and Discovery contest. Restart, Inc., a nonprofit based here in Minnesota, helps adults living with brain injury by teaching them skills so that they can lead happy, healthy lives. We’re thrilled to be developing a Scoping Document with the team at Restart. So, what exactly is a Scoping Document, and why do you need one? Read on!

When a business or nonprofit is embarking on a new website, it’s not always obvious what’s needed, when it’s needed by and how much it will cost. That’s where the Scoping Document comes in. Using discussions with stakeholders and a review of online assets, the document clarifies what functionality the new website will have. From there, a timeline and budget can be agreed on. A Scoping Document usually looks a bit like this:

  • Current Practices
  • Functionality of Site
    • What can be added? (searches, subscriptions, contact forms, social media links, etc.)
  • Engagement Methodology
    • Which engagement methods will work best for your audience? (traditional, email newsletters, social media, etc.)
  • New or Adjusted Technologies
    • What’s the best way for you to use any expanded website options?
  • Development/Engagement Plan
    • How should you prepare for any adjustments to your engagement methodology?
    • What’s the best schedule to interact with subscribers/followers/friends?
  • Recommended Timeline
    • How long will it take to implement each specific part of the plan?
  • Overall Budget

It’s important to remember that a Scoping Document is not a proposal in and of itself. It simply lays the groundwork for a full Request for Proposal (RFP) that will attract targeted proposals from the most qualified design and media specialists.

If a Scoping Document sounds like something your organization needs, we’d be glad to help—and to submit a proposal when the full RFP is ready! Contact us today.

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