Statement of Proposed Development Tasks Worksheet

This document provides a clear, step-by-step outline for delivering a new website or system, from early design through launch and training. It starts with creative work: the team produces two flat mockups for review, then a final concept based on feedback. Additional mockups can be added if the scope expands. This approach helps organizations align visuals and messaging, whether they are communicating about an executive order, fuel efficiency and emissions standards, electric vehicles, greenhouse gas emissions, or updates related to the government agendas.

The next stage covers architecture and development. The system is deployed on a development server or a demo area, then skinned and structured into pages, categories, and sections. This allows teams to organize complex content such as a request for information, a programmatic environmental impact statement, or materials on geological and geophysical activities on the outer continental shelf. It also supports policy and compliance libraries, including an AI risk management framework and the national AI R&D plan.

Installation and deployment tasks include migrating content from the legacy site into the new framework and coordinating DNS changes to go live. Administrative support includes a half day of training so staff can manage content after launch, with optional ongoing assistance for day-to-day needs.

The document also anticipates product purchases and third-party labor, with time and cash allotted at a line-item level. That structure is useful for regulated health and public information projects. For example, a healthcare portal may need to present a final recommendation statement on breast cancer screening, explain biennial screening for women aged 40 to 74, and compare digital mammography, digital breast tomosynthesis, and options for dense breasts, such as ultrasonography or MRI. Many sites also include a non-discrimination statement to meet policy standards.

Typical use cases include a city posting an environmental request for information, an energy firm compiling studies for an impact statement, a hospital updating screening guidelines, or an R&D group sharing EV and emissions initiatives.

Proposal Kit can streamline producing documents like this through document assembly, automated line-item quoting that mirrors time/cash entries, an AI Writer to build related materials, and an extensive template library designed for easy use by business teams.

Adding to the earlier summary, this worksheet also functions as a lightweight work breakdown structure that sets clear scope boundaries, defines handoffs between creative, development, deployment, and administrative phases, and creates a straightforward path for change management when more mockups or added tasks are requested. By specifying where work happens (development server or demo area), who does what (content migration, DNS coordination), and what training is provided, the plan reduces ambiguity and accelerates approvals. This is especially useful when multiple stakeholders must align-executives, subject-matter experts, IT, and compliance.

For research and development programs, the iterative mockup flow and sandbox deployment support rapid experimentation while maintaining traceability. Teams can pilot content models, validate complex policy libraries, and stage materials for high-scrutiny topics before they go live. The explicit line for product purchases or third-party labor, with time/cash allotted, helps program managers protect budgets and forecast resource needs without overcommitting internal staff.

Proposal Kit can strengthen this framework by assembling a complete package around the worksheet: scope of work, milestone timeline, staffing plan, budget with automated line-item quoting mirroring the time/cash entries, and acceptance criteria. Its AI Writer can write supporting materials (for example, migration checklists, training outlines, and policy pages) that teams can review and finalize. The extensive template library makes it easy to include change request forms, meeting notes, and status summaries so stakeholders stay aligned through each phase.

Positive impacts for the target audience include faster consensus on design, fewer surprises during development, smoother go-live coordination, and a simpler onboarding path for staff after launch. Common situations include a public agency preparing a policy portal, a healthcare system publishing screening guidance, an energy firm organizing environmental review content, or a university research and development center launching a site for grant updates and lab resources.

Building on the prior analysis, teams can strengthen this worksheet by adding measurable objectives and acceptance criteria for each phase. Define KPIs for engagement, accessibility, and performance before work starts, and set a clear definition of done for creative, development, and deployment. A simple RACI matrix clarifies ownership for approvals, content freeze windows, cutover tasks, and rollback authority. Including a content inventory and redirect map preserves search equity during migration and reduces 404 risks at launch.

Quality assurance benefits from a phased test plan: component-level checks in the demo area, integrated user acceptance testing with stakeholder scripts, and a pre-launch checklist that validates DNS TTL, cache behavior, backups, and a rollback plan. A lightweight risk register helps teams monitor schedule, budget, and compliance risks and aligns escalation paths if third-party labor runs long against the time/cash allotted.

Governance can be extended with a review cadence, audit trails for content changes, and basic data handling rules for sensitive pages (for example, health information or regulated environmental disclosures). An analytics and tagging plan enables evidence-based iteration post-launch. Training can be reinforced with job aids and short refreshers 30 and 90 days after go-live to lock in skills.

For research and development settings, the same structure supports pilots, feature flags, and staged releases so teams can experiment without disrupting production. Common applications include policy portals, grant or program updates, or technical reference sites that must evolve quickly while maintaining traceability.

Proposal Kit can help formalize these additions by assembling a cohesive package that includes scope, milestones, RACI, risk and QA checklists, migration and cutover plans, and budgets with automated line-item quoting. Its AI Writer can write supporting materials that teams review and tailor, while the template library keeps documents consistent and easy to maintain across projects.

Writing the Statement of Proposed Development Tasks Worksheet document

The following is a list of tasks to be performed for. Insert project/reason for this list here.

Creative and Presentation Layer Tasks:

Company Name will create two flat mock-ups of design concepts for you to review. Company Name will develop a final third mock-up based on one or more elements in the mock-ups provided based on client feedback. If client desires additional mock-ups to be produced, Company Name is able to produce those for an additional charge.

Architecture and Development Tasks:

Company Name will deploy Insert system description on a development server or demo area on client's existing web server for purposes of development. Company Name will " skin" the Insert system description to allow the various pages, categories and sections - allowing content to then be created and categorized.

Installation and Deployment Tasks:

Company Name will work with Company Name to transfer and install the content they want from their existing website into the new framework. When the website is ready to be pushed live, Company Name will facilitate deployment of the website; any changes needed to the DNS and any migration duties.

Administrative Tasks:

Company Name will provide up to a half-day of training for client or client's employees on using the system. Company Name is happy to take on any day to day administration tasks you may need with your new system.

Product Purchases or Third-party Labor/Tasks:

Description Time/Cash Allotted.