Website migration scope worksheet

Use this with the client and developer before fixing the quote. Replace role names with named owners and record checked counts. Completion evidence confirms the agreed work; it does not guarantee unchanged search performance.

1.
Work to agree: Existing content
Included scope: Named content types, files and checked counts; decisions to retain, rewrite, combine or remove
Responsible person: Agency content lead, with client approval
Completion evidence: Approved inventory and removal decisions

2.
Work to agree: Content transfer
Included scope: Import method, manual exceptions and any inspection needed before confirming cost
Responsible person: Developer
Completion evidence: Reconciled counts and checked samples

3.
Work to agree: Changed addresses
Included scope: Approved old-to-new URL map, removal responses and redirect retention period
Responsible person: Developer, with client and SEO owner approval
Completion evidence: Redirect and destination test results

4.
Work to agree: Launch
Included scope: Access, domain dependencies, release window, indexing checks and recovery plan
Responsible person: Named launch owner
Completion evidence: Recorded go/no-go decision and live checks

5.
Work to agree: Enquiries
Included scope: Each form route and receiving system; retention of data received during the change
Responsible person: Agency account lead and developer
Completion evidence: Marked test submission and confirmed receipt

6.
Work to agree: Follow-up
Included scope: Immediate technical check, later review dates, monitoring scope and issue owner
Responsible person: Named support owner
Completion evidence: Saved baseline, dated findings and assigned fixes

Source: https://kyln.digital/insights/website-migration-scope-for-agencies