A well-developed technical assignment with clear requirements is one of the foundations for the successful development of any site. This document allows the customer and developers to define key elements and stages of work and think in the same direction. Therefore, the terms of reference should contain comprehensive information about how the customer sees the future site, including a description of all elements, their appearance, purpose and functionality. For details on how to correctly draw up a technical assignment, read this article statement of work.
What is the terms of reference
Terms of reference (hereinafter abbreviated. TK) is a special document on the basis of which the customer evaluates the quality of the site and the degree of completion of its development. The TK regulates the relationship between the customer and the contractor, and also contains the following information:
site design requirements,
the need for the presence and the principle of operation of navigation elements,
way of transferring information,
volume of work;
deadlines for each stage of development.
The more detailed each point is described, the easier it will be to avoid misunderstandings and conflicts between the parties to the transaction. In addition, the TK helps the customer to imagine the future project more clearly. For these reasons, such a document is the first thing that the contractor and the customer need to work out when concluding a contract for the development of a site.
We draw up technical specifications
In the overwhelming majority of cases, the terms of reference are developed jointly by both parties to the transaction. Typically, customers do not have strong technical knowledge in the field of web development and only superficially or not at all familiar with this area. Therefore, the developers of the executing agency take an active part in the preparation of the technical specification.
The table below indicates which nuances, in addition to the timing, must be described in the TOR.
Paragraph Content Example
Purpose of the site
Project name, type of site, tasks that the site should solve
Online store of household appliances of a well-known trading network. Wholesale and retail trade, delivery, self-pickup, technical support, consultations
Customer wishes for design
Colors, style, presence of audio / video content, animation, etc.
A bias towards technical topics. Light colors. There are white, green, red and pink colors. There is also animation of buttons and menu items
Site structure
List of categories and sections of the site
There are categories by types of goods (TV, computers, household appliances, etc.). There will also be subsections: for example, in the section "Household appliances" - subsection "Appliances for the kitchen"
Navigation
Main menu, submenu of all pages of the site, paths to navigate the site, the need for the presence of return buttons, etc.
The main menu at the top of the site contains a search bar, a drop-down menu "Product Categories", buttons "Registration" and "Login" to access the user's personal account
Administration
If the customer plans to independently manage the site, this paragraph indicates how this process will be implemented
The site will be maintained by the company's technical department. Logins and passwords of accounts with administrator rights are transferred to the customer. The ability to manage the site for maintenance remains with the developer with the permission of the customer
Content of web pages
Description of the content that will be posted on the site pages (texts, images, video, audio, animation, etc.), technologies used, link system
Products in categories are arranged according to the "Tile" principle. Each section will contain an article on the relevant topic. When you click on a tile with a product, its card with technical characteristics and descriptions will be displayed
General issues
Approximate developments of both parties on the features of the site and each of its elements.
Requirements for site performance and security can also be specified here.
The site is displayed correctly in all browsers (read more about this in the article on cross-browser compatibility ), as well as on PC and mobile devices. It is important to provide the ability to quickly change content for representatives of the customer company
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