Describe Your Web Site Administration Worksheet (R05)

This Admin Control ID worksheet defines how an administrator manages a site or portal. It prompts the team to describe the administrator's capabilities and tools, the content types governed (R02), the functions required (R03), and which users access the control panel (R04). Because the page excludes site-wide navigation and does not follow the R06 templates, it operates as a focused, standalone requirements artifact for planning, training, and compliance reviews.

The document helps stakeholders map control over specific content domains. Examples include business plan sections such as the executive summary, company description, market analysis, organization and management, service or product line, marketing and sales, and the funding request. Financial projections content may include cash flow statements, balance sheets, income statements, forecasted income statements, capital expenditure budgets, and related graphs and charts, usually organized with an appendix.

For a lean startup or traditional business plan, the admin may oversee pages on the value proposition, customer relationships, customer segments, revenue streams, cost structure, key partnerships, key activities, key resources, and the organizational chart. Other content areas can include competitive research on the target market, legal structure (sole proprietor or limited liability company), intellectual property, and funding requirements.

The R03 section clarifies the functions required, such as versioning, approvals, and role-based permissions aligned to job duties. For HR and policy sites, access may reflect Fair Labor Standards Act considerations when defining the primary duty of white-collar employees and blue-collar workers, including reference material about the executive exemption, administrative exemption, professional exemption, computer employee exemption, outside sales exemption, highly compensated employees, salary basis, overtime pay, and minimum wage. Public safety organizations may use the same framework to administer detention management resources, detention standards, and audit checklists for compliance reviews.

Use cases: a startup admin curates business plan pages for investors; a mid-market firm's marketing admin manages service or product line and sales enablement content; a city agency admin maintains public safety and detention standards; an HR team admin stewards FLSA policy libraries.

Proposal Kit can streamline building this documentation with document assembly, automated line-item quoting for scoped functions, an AI Writer to generate supporting sections, and an extensive template library. Its ease of use helps teams capture admin requirements and turn them into consistent, maintainable deliverables.

This worksheet does more than name the administrator and the control panel. By documenting capabilities, tools, R02 content scope, R03 required functions, and R04 authorized users, it creates a governance baseline that reduces risk and speeds onboarding. Teams can add clarity on escalation paths, service levels, change control, and audit trails so leaders know who approves updates, how revisions move from write to publish, and when to archive or restore content. A simple ownership matrix and a lightweight organizational chart keep roles and primary duty definitions clear, which supports training and accountability.

When the site hosts business plan materials, the worksheet helps segment permissions by sensitivity. Finance owners manage financial projections, cash flow statements, balance sheets, income statements, forecasted income statements, and capital expenditure budgets, including graphs and charts, and the appendix. Strategy owners curate the executive summary, company description, market analysis, organization and management, service or product line, marketing and sales, and the funding request.

Product and marketing teams maintain lean startup and traditional business plan components such as the value proposition, customer relationships, customer segments, revenue streams, cost structure, key partnerships, key activities, and key resources. Legal and executives handle competitive research, intellectual property, and the legal structure, including whether the entity is a sole proprietor or a limited liability company, and document funding requirements.

The same framework scales to compliance libraries. HR can separate white-collar employees from blue-collar workers content and maintain accurate guidance on Fair Labor Standards Act topics: salary basis, overtime pay, minimum wage, and exemptions, including executive, administrative, professional, computer employee, outside sales, and highly compensated employees. Public safety teams can lock down detention management content, detention standards, and checklists used for compliance reviews, ensuring version integrity and traceability.

Use cases: a SaaS firm's admin defines R03 functions for role-based permissions and approvals before a growth round; a city agency catalogs R02 content for public safety policies; a startup formalizes access to revenue streams and target market pages before investor due diligence; a company updating its legal structure to an LLC controls edits to ownership and funding request sections.

Proposal Kit supports this work with document assembly to produce consistent control worksheets, automated line-item quoting to scope R03 functions, an AI Writer for supporting documents, and an extensive template library. Its ease of use helps teams capture, standardize, and maintain administrator requirements across business plans and compliance content.

Build on the worksheet by defining the full content lifecycle and governance cadence. Specify lifecycle states (write, review, approved, published, archived) with owners, deadlines, and escalation paths. Tie review cycles to business calendars: quarterly updates for financial projections and forecasted income statements; annual refreshes for market analysis and competitive research; event-driven updates for changes in legal structure (sole proprietor to limited liability company) or funding requirements. Add data classification (public, internal, confidential) and retention rules with legal hold procedures, so sensitive materials like cash flow statements, income statements, balance sheets, and capital expenditure budgets remain controlled.

Strengthen control through segregation of duties and cross-environment workflow: authors in staging, reviewers approve, publishers release to production, with emergency publish protocols and after-action reviews. Define KPIs and thresholds-time to publish, revision counts, compliance pass rates, and access recertification completion-then summarize them with graphs and charts in an appendix for leadership visibility. Align access with the organizational chart and least-privilege principles, and formalize onboarding/offboarding playbooks mapped to job duties.

Mitigate risk by mapping dependencies to key resources, key partnerships, and key activities, and by scheduling backup and restore drills. Improve retrieval with a consistent taxonomy and metadata keyed to the value proposition, customer segments, target market, revenue streams, cost structure, and service or product line. For public safety, preserve the chain-of-custody on detention management and detention standards updates to support compliance reviews. For HR, track version history on Fair Labor Standards Act guidance about salary basis, minimum wage, overtime pay, and exemptions (executive, administrative, professional, computer employee, outside sales, highly compensated employees).

Proposal Kit can help teams document these practices with document assembly, an extensive template library for control matrices and schedules, automated line-item quoting to scope R03 functions and related budgets, and an AI Writer to write SOPs and training notes. Its ease of use supports consistent, auditable administrator documentation.

Writing the Describe Your Web Site Administration Worksheet (R05) document

Category Template Used: Admin Control ID. Briefly describe the Administrator’s capabilities and tools. Over what type of content (R02) does this user have control?

What functions (R03) does this user require? Which users (R04) use this control panel? This page does not include site-wide navigation elements. This page does not conform to any templates from R06.