How to write your Software Development Plan
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Use cases for this template
Maya Chen at Northstar Analytics rescues an MVP timeline
The Challenge
With investor demos six weeks away, CEO Maya Chen faced scope creep and a distributed development team from vendor Skyline DevWorks, while roles, dependencies, and acceptance criteria were vague enough to threaten the software development project's launch.
The Solution
She adopted a Software Development Plan legal contract to lock down project scope, roles, iteration objectives, and reporting, then used Proposal Kit for document creation to build supporting materials: an investor proposal, a feasibility study, and a risk overview; the legal contract template stood on its own, and Proposal Kit's AI Writer generated only the extra documents, while line-item quoting produced a milestone-based budget and options.
The Implementation
Maya and Skyline DevWorks negotiated the plan, set release dates, defined QA and measurement controls, and assembled a single binder of references with Proposal Kit's document assembly so stakeholders could track progress, change requests, and approvals without confusion.
The Outcome
The MVP shipped on time with a clear communication trail, the team met acceptance tests in two iterations, investors extended funding, and the roadmap moved forward with accountable governance and fewer surprises.
HarborForge Tools modernizes inventory with Blue Harbor Systems
The Challenge
COO Daniel Ortiz needed to replace a legacy warehouse system without halting operations across three sites, but unclear internal and external interfaces and no shared timeline kept the development process stalled.
The Solution
He implemented a Software Development Plan contract with Blue Harbor Systems to define interfaces, training, and post-project responsibilities, then used Proposal Kit for document creation of user manuals, a change management plan, and status reports; the contract content was not written by AI, while the AI Writer drafted the training and communication briefs and line-item quoting priced integration hours, scanners, and rollout waves.
The Implementation
A realistic timeline split deployment into manageable steps with pilot, cutover, and stabilization gates, weekly reporting synced project managers and leads, and the Proposal Kit's document assembly kept the project file current across departments and vendors.
The Outcome
HarborForge cut stockouts by 18%, completed launch under budget, accelerated user adoption through clear roles and training, and established a repeatable framework for future upgrades.
Riverside Care Alliance delivers a patient portal with Citrine Labs
The Challenge
Program director Lila Kapoor had to set up a secure patient portal across six clinics under a grant deadline, balancing compliance, stakeholder input, and a tight hiring window for developers.
The Solution
She put a Software Development Plan contract in place with Citrine Labs to set QA controls, reporting cadence, acceptance criteria, and post-project maintenance, then used Proposal Kit to create supporting documents: a grant proposal, a test measurement plan, and rollout communications; the AI Writer produced these ancillary documents only-not the legal contract-and line-item quoting presented transparent cost scenarios for hosting, support tiers, and training.
The Implementation
The team executed a pilot at one clinic, processed feedback through the change request workflow, and compiled references, version control conventions, and deployment checklists using Proposal Kit's document assembly so every stakeholder had a single source of truth.
The Outcome
Riverside launched on schedule, passed a compliance review without findings, achieved strong patient adoption within the first month, and secured renewal funding with a clear, data-backed roadmap.
Abstract
This contract provides a structured framework for a software development project. It guides stakeholders through a complete software development project plan, from purpose and project scope to business context and glossary. It asks teams to define clear objectives, project requirements, assumptions, and constraints so that project managers and developers share a clear understanding of the main objective before creating deliverables. It also points teams to referenced plans such as risk, quality, testing, configuration, version control, and documentation standards, including user manuals.
The organization section establishes clear roles, accountability, and communication channels. It maps internal and external interfaces, so the development team, vendors, and end users know how to collaborate and communicate. This emphasis on team collaboration and soft skills complements technical methodology and expertise. It supports team members based in different locations and ensures stakeholders have access to the right information at the right time.
Management provisions cover estimates, budgets, and a realistic timeline. The plan breaks work into manageable steps with milestones, iteration objectives, and release dates to track progress. It directs leaders to identify potential risks, conduct a feasibility study, and prepare contingency plans and additional resources.
Monitoring and oversight specify budget control, QA control, and measurement control to track performance against project goals. Reporting control ensures a consistent flow of information.
Technical process guidance outlines standards for design, testing, risk management, configuration and version control, and documentation. Deliverables include prototypes, demos, and releases, with acceptance criteria. Change request procedures standardize how to assess, communicate, and approve changes.
Post-project responsibilities address launch, deployment, maintenance, and knowledge transfer. Together, these topics form an important roadmap and methodology that helps teams deal with industry challenges, new technologies, and market needs, and finally contribute to long-term success.
Use cases include a startup preparing an MVP, a mid-market firm modernizing operations, or a SaaS provider planning a new feature launch. A distributed team can use the plan to lead with strategy, identify issues early, solve problems, and keep the project file current. Example outcomes include better focus, faster decisions, and clear benefits for stakeholders.
Proposal Kit supports this work with document assembly, automated line-item quoting, an AI Writer for creating supporting documents, and an extensive template library. Its ease of use helps teams build, communicate, and maintain consistent plans across the project lifecycle.
Expanding on the business impact, well-written software development plan examples give executives a benchmark for scope, cost, and risk, making funding and prioritization decisions faster. They reinforce clear communication across the development process by aligning the product owner, a software developer lead, QA, and operations on roles, interfaces, and approval points. The aim is to convert strategy into shipped value while preserving control over quality, budget, and timing.
For managers, the plan adds traceability from objectives to milestones and acceptance criteria, which is key for onboarding, vendor coordination, and audit readiness. The importance for the target audience-executives and project sponsors-is predictable delivery, clear trade-offs that defend ROI, and the ability to course-correct early. Capturing post-project responsibilities and knowledge also prepares teams for the future, improving maintenance handoffs and upgrade planning.
Proposal Kit supports this work by accelerating creation of the plan and related artifacts through document assembly, automated line-item quoting, an AI Writer for building supporting documents, and an extensive template library. Teams can adapt templates to their methodology, embed concise examples, and keep consistent language across projects, improving clarity, speed, and stakeholder confidence.
Further elevating decision quality, the plan formalizes governance and cadence. Project managers can set steering checkpoints, define KPIs tied to project goals, and align the roadmap with budget gates. Clear roles and accountability reduce ambiguity while enabling fast escalations.
The framework helps identify dependencies early, assess capacity, and communicate trade-offs when adding scope. It also documents methodology choices so teams maintain focus and strategy coherence across iterations despite shifting market challenges and technologies.
The plan's coverage of nonfunctional needs is equally key. Performance, scalability, security, and support expectations shape design options long before launch. Structured deployment and maintenance sections outline environments, rollback strategies, and handoffs.
Training, user manuals, and knowledge transfer reduce downtime after delivery. Version control conventions and configuration standards preserve integrity across environments and teams, including team members based remotely. This attention to detail boosts developers' effectiveness, leverages expertise across functions, and underscores the importance of soft skills in team collaboration and clear communication.
For executives and sponsors, the benefits include a defensible feasibility study, realistic timeline options, and scenario planning for additional resources. Stakeholders gain access to a single file of record that tracks rationale, acceptance criteria, and status narratives, helping the development process stay clear for the future.
Proposal Kit supports these outcomes with software development plan examples and linked templates that keep terminology consistent across artifacts. Teams can assemble contracts and plans faster, cross-reference requirements and change history, and, finally, communicate a concise example roadmap. Its AI Writer helps create supporting sections such as contingency summaries and risk overviews, improving clarity without slowing delivery.
How to write my Software Development Plan document - The Narrative
Software Development Plan (SDP)
1 Purpose of this Document (Objectives)
Insert the purpose of this document, its objectives, and its intended audience.
2 Scope of Document
Insert description of the scope of this Software Development Plan.
1 Scope Constraints
Insert constraints, such as schedules, costs, interactions, overview or any other information relevant to the testing of the development requirements.
3 Overview
Insert an overview or brief description of the product, software, or other desired end result that is being tested under this Software Development Plan.
4 Business Context
Insert an overview of the business or organization desiring the development of this project. Include the business or organization's mission statement and its organizational goals and objectives. Note: If you have already completed a Software Requirements Specification, the majority of this material is copied verbatim from that document.
The purpose of this preamble is to familiarize staff recently attached to the testing portion of a project who may not have been present or involved with earlier stages of the project.
5 Definitions, Terms, Acronyms or Abbreviations
Insert definitions of any terms used throughout this Software Development Plan. Be sure to define specific acronyms or abbreviations used in your project.
6 References and Reference Material
Insert a list of all reference documents and other materials related to the Software Development Plan.
References will often include, but are not limited to:
- Requirements Management Plan (RQMP).
- Risk Management Plan (RMP).
- Business Modeling Guidelines.
- Development Case.
- Software Requirements Specifications (SRS).
- Design Specifications.
- Programming Guidelines.
- User Interface (UI) Guidelines.
- Human Interface (HI) Guidelines.
- Test Guidelines and Test Measurement Plan.
- Software Quality Assurance Plan.
- Software Management Plan.
- Project Outline and Management Plan.
- Project Acceptance Plan.
7 Documentation Items
Overview of Project
1 Purpose of Project
Insert a description of the purpose of the project and expected outcome.
2 Scope of Project
Insert a description of the scope of the project, including the departments it may affect or include, vendors it may impact, business processes it may enhance or replace, or anything else relating to or regarding the scope of the project that this Software Development Plan may include.
3 Project Objectives
Insert a description of the objectives that are to be met by the project itself and not necessarily by the Software Development Plan.
4 Assumptions and Constraints of the Project
Insert a list and descriptions of all assumptions that the Software Development Plan is based upon. Constraints may also be detailed in this section, including any variable or conditional constraints that may exist.
5 Software Development Plan History
Insert references or a table of prior versions of the Project, Software Development Plan or any other information detailing revisions, edits or changes to this Software Development Plan or Project as a whole.
6 Specific Objectives and Requirements Not to be Met
Insert any objectives and requirements for this project that are not to be met. This section is used to better clarify areas that you would like to be made clear are not the intended goals of this Software Development Plan.
Organization of Project
Insert a description of how the project and its components are to be organized - including a hierarchical organization chart or diagram of entities that details authorities. This includes project teams, third-party vendors, third-party contractors, management duties, "report to" lists and any group that is to be included into the overall organizational structure of the project.
1 Internal Interfaces
Insert all information pertaining to how the project interfaces with internal groups in the Company. This includes all direct team members involved with the development: however, this may also include departments that may have little or no say in the development of the project, yet have roles as end-users.
2 External Interfaces
Insert all information pertaining to how the project interfaces with external groups in the Company. This includes all vendors and contractors involved with the development, including those with testing or end-user responsibilities.
3 Roles and Responsibilities
Insert the organizational units that are responsible for determining or supporting processes. Include all points of contact for these organizational units.
Project Management
This section describes the management processes that oversee the costs, timeline, schedules, decision making and evaluation points in the project.
1 Estimates
This section will provide the estimated costs for a project, including a schedule for all payments. Include a detailed basis for all costs and a description of the point at which a re-evaluation of those costs should take place. Thresholds should be detailed, even if they are conditional or variable costs.
2 Project Plan Detail
This section will describe the project plan in detail. This section will often span multiple pages.
Criteria for developing a project plan include, but are not limited to:
The phases that the project plan will be broken into, including any "friendly names" you may use for them, such as "Prototype, Core Development, Production," etc. A breakdown of the work structure and assignments of responsibilities. Timelines, Schedules or Gantt Charts that show the amount of time allotted to each phase of the project or to specific tasks.
Specific project milestones and deliverables, including specific release dates for prototypes, drafts, demos or releases. Specific criteria for project milestones and deliverables. Identification of the internal or external achievements that must be met for each milestone or deliverable.
1 Project Plan Detail: Iteration Objectives
This section describes each version or iteration of a specific deliverable or objectives and what the criteria shall be for approval. If project deliverables include iterations of deliverables that are experimental or exploratory in nature, then specific criteria may include Iteration Objectives that merely state what was learned or discovered.
2 Release Dates
This section will describe any release dates for project milestones or deliverables.
3 Project Schedule and Schedule of Phases
This section will describe the complete schedule for completion of the project, including individual breakdowns of each individual phase. Phases that run concurrent should be detailed using proper project management charts and diagrams. Target dates should be fixed in this section for each deliverable or milestone even if they are estimates.
4 Acquisition of Resources
This section will describe how the Company will acquire the necessary resources to fulfill the project and which budgets will be tapped to do so. The section may also detail the approach that the Company will take to acquire resources.
5 Project Staffing Plan
This section will describe the project's staffing requirement and how the Company will meet those requirements from within the Company or whether additional staff will be required. Detail whether external resources will be utilized to meet the Project Staff Plan and any constraints that may be imposed upon budgets and cost estimates for the project.
6 Project Training Plan
This section will describe the project's staff requirement for training and whether external resources will be utilized to meet the Project Staff's Training requirements. Detail any constraints that may be imposed upon budgets and cost estimates for the project. Include time constraints and requirements to train staff.
7 Project Budget
This section will describe in detail the costs and their allocation across the entire Software Development Plan. This section may span multiple pages or addenda if necessary.
3 Project Monitoring and Oversight
This section will detail the requirements for controlling the projects, its costs and adherence to the delivery schedule and phases for the management of the project. Include any schedules required to monitor the progress of the project and its individual milestones and deliverables to ensure that the project adheres to its proposed schedule.
1 Budget Control
This section details any budgetary controls that will be in place for the project.
2 Quality Assurance (QA) Control
This section details any quality assurance controls that will be in place for the project.
3 Measurement Control
This section details any measurements and standards that will be used to quantify benchmarks, deliverables, objectives, methods or any other component of the project that requires the definition of specific measurements.
4 Reporting Control
This section details all reporting requirements for the project, including the frequency and formats of reports for the project.
4 Post-Project Responsibilities
This section details the responsibilities of individual organization units, teams or staff after achieving completion of the project. Include all post-project debriefings, reports, accounting of project resources and materials and staff re-assignments and responsibilities. Technical Process, Plans and Methods. Insert the specific technical process, standards and methods to be used during the development of the project.
In this section you will describe and define each plan that the Software Development Plan relies upon or includes. You may attach additional exhibits to this section if your testing plan requires them. This section may include excerpts or plan attachments from Sec. 6 and Sec. 1.
At a minimum, most Software Development Plans will include:
- Software Development Case.
- Business Process and Modeling Guidelines.
- Design, Style and Programming Guidelines and Standards.
- User Interface (UI) Guidelines and Standards.
- Risk Assessment, Reduction and Management Plans.
- Testing Guidelines and Standards.
- Use-Case Standards.
- Hardware and Resource Infrastructure Plan.
- Project Acceptance Plan(s).
- Configuration Management Plan.
- Documentation Guidelines and Standards.
- Vendor Management Guidelines and Standards.
- Support Management Plan(s).
- Additional Plans or Guidelines.
Project Deliverables
Insert the specific milestones and deliverables that are to be delivered under this plan. Deliverables may also include iterative versions, drafts, demos, prototypes and release versions of Software. Deliverable and Milestone Objective Testing. A description of individual milestones and deliverables and the requirements for acceptance.
Change Request and Management
A description of the Software Development Plan change request and change management procedures. Describe the process that must be followed for submission, review and authorization for all requests for change to the Software Development Plan or any change to any part of the deliverables.
Approval for Software Development Plan
A description of the personnel authorized to approve the Software Development Plan. Their names, titles and signatures must accompany this document.
Appendices
A description of all other supporting information required for the understanding and execution of the Software Development Plan and requirements.
All Software Development Plan documents require the following two appendices:
A complete list of the definitions of important terms, abbreviations and acronyms. This may also include a Glossary of terms.
2 References
A complete listing of all citations to all documents and meetings referenced or used in the preparation of this Software Development Plan and testing requirements document.

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Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
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