Describe Your Web Site Functions Worksheet (R03)

This site-wide reference document guides teams to define a web project as a set of discrete functions. It prompts stakeholders to break services into individual routines that programmers can bundle and arrange by function. Typical building blocks include user uploads for profiles or subsections, database search for multimedia, shared content areas such as blogs and forums, specialized on-site content creation tools, and aggregation of content from other sources. By assigning letters to each function in the following worksheets, teams create a repeatable structure for scoping, estimating, and reuse.

Organize each function with inputs, outputs, user roles, and dependencies. Note how functions combine, which ones are optional, and what done means. This structure makes it easier to prioritize MVP features, stage rollouts, and align design, content, and engineering. It also supports content governance where contributions are moderated, searchable, and reusable across the site.

To operationalize the worksheets, many teams capture the inventory in a Microsoft Excel workbook or Excel for the web. Use tables, charts, and PivotTable reports with PivotCharts to summarize effort by module, role, or release. Sort and filter data, add slicers, and apply conditional formatting and data validation to standardize entries.

Named ranges, sheet protection, sheet views, and workbook statistics help maintain integrity while you share and co-author in real time. Use lookup and reference functions like XLOOKUP and other lookup functions to connect function IDs to owners. SUMIFS, COUNTIFS, and AutoSum roll up schedules and counts. The filter function, the UNIQUE function, and the removal of duplicate values keep catalogs clean. Combine text functions, number formatting, date and time functions, logical functions, statistical functions, math and trigonometry functions, database functions, web functions, information functions, and even TEXTBEFORE to normalize metadata. Dynamic array formulas, Power Pivot, data connections, external references, user-defined functions, and VBA and macro scripting can automate status dashboards. Insert charts to display field details and help teams quickly find a field in each describe sheet and worksheet included.

For analytics-ready views, Tableau Desktop or web authoring can read the workbook and present a Tableau worksheet that highlights progress and risk hotspots.

Use cases include a social platform for user-generated profiles, a media archive with multimedia search, a community forum, or a content hub that aggregates external sources and offers on-site creation tools.

Proposal Kit complements this process with document assembly for specifications, automated line-item quoting for function-based estimates, an AI Writer to build supporting documents, an extensive template library, and an emphasis on ease of use.

Beyond scoping features, this document gives executives, PMOs, product owners, and development leads a common language to align budgets, delivery plans, and success metrics. Framing capabilities as engineering functions and mapping each to measurable outcomes helps teams control scope creep and set expectations. Pair those with financial functions to forecast run-rate, capitalized effort, and ROI per function, so leaders can rebalance priorities as evidence changes.

Operationally, many teams extend the worksheets with the Excel desktop app for deeper modeling while using real-time co-authoring to capture updates from distributed stakeholders. When you share workbook access, enforce consistent text formatting and naming so entries stay readable. Apply worksheet functions to score readiness, risks, or dependencies, and use a pivot chart plus charts and tables to monitor backlog size, cycle time, and release burn-up at a glance. This approach makes status reviews faster and turns a static inventory into a living plan that supports decisive steering.

Proposal Kit can turn the function inventory into a cohesive package of project management documents. Use document assembly to produce statements of work and schedules that mirror the function list, then connect automated line-item quoting to those same IDs for clear estimates. The AI Writer can write supporting content such as assumptions, testing plans, and acceptance criteria, while the template library accelerates repeatable deliverables. Combined, these tools help teams move from raw ideas to structured documents and defensible numbers with less friction.

Expanding the scope, treat each function as a contract with clear policies for privacy, accessibility, moderation, and uptime. Map functions to compliance controls and acceptance tests so leaders can verify readiness before launch. In your inventory, capture taxonomy terms, API touchpoints, data retention, and escalation paths.

Use sheet protection to lock formulas and criteria, and apply data validation, named ranges, text formatting, and number formatting to keep entries consistent across stakeholders. With sheet views and a shared workbook, product, legal, security, and marketing can each see tailored slices without disrupting others, while real-time co-authoring accelerates decision cycles.

For deeper analysis, build a Power Pivot model that relates functions to owners, dependencies, risk ratings, and compliance tags, with data connections and external references to budget and staffing sheets. Workbook statistics provide a quick audit of completeness. PivotTable reports with pivotcharts and pivotcharts plus slicers translate the catalog into release burn-up, risk heat maps, and readiness tallies.

Use worksheet functions and dynamic array formulas to score complexity, filter and unique to isolate overlaps, and remove duplicate values. XLOOKUP and other lookup functions resolve IDs to accountable teams, while date and time functions, logical functions, and statistical functions support schedule forecasts. Insert charts and tables that display field details so reviewers can quickly find a field on each describe sheet and worksheet included.

This structure benefits additional scenarios: a marketplace with vendor profiles and reviews, an e-learning portal with user-created lessons, or a corporate intranet that aggregates external sources. Apply financial functions to compare build vs. buy per function and estimate total cost of ownership, while engineering functions capture performance targets and load expectations.

Proposal Kit can package this rigor into business-ready documents. Use document assembly to generate a function catalog, governance addendum, and acceptance sections; connect automated line-item quoting to function IDs for clear estimates; and rely on the AI Writer and the template library to write supporting narratives like moderation policies and data dictionaries with ease of use in mind.

How do you write a Describe Your Web Site Functions Worksheet (R03) document?

Describe Your Functions Site-Wide Reference Document. This document is meant for a description of the services your site will provide, broken down into individual functions. This is not an exact science, but we ask that you divide your services into individual routines that the programming can carry out. When creating your site, our developers do the same thing by bundling portions of code and arranging them by function.

A simple framework for your ideas will speed us along. Many functions adhere to some simple archetypes. Please check off all that apply, if any do.

What functions are included in this site? Users upload their own content/profiles/subsections of the site. Users can search databases for multimedia. Users can contribute to a general content area (e.g. blogs, forums).

Users can create content using the site’s specialized tools. Aggregates content from other sources, e.g. websites, TV shows. How can we itemize functions and use them as building blocks? In the following worksheets, you will refer to these sets of content by their letters in this list.

You may want to keep this document in front of you.