When working with a client, it's essential to establish clear agreements and expectations upfront. This ensures both parties are aligned on the project scope, deliverables, timeline, and payment terms. Below is a list of key documents you should prepare and sign with your client before starting the development process:
1. Project Proposal
- Purpose: Outline the project details, features, and technical requirements.
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Content:
- Project overview (e.g., "Telegram Mini App for Selling Exercise Videos").
- Key features (e.g., Admin uploads exercises, QR code payments, receipt validation).
- Target audience (students in grades 1–12 in Cambodia).
- Technology stack (Python backend, Vue.js frontend).
- Timeline (1 month).
- Deliverables (e.g., wireframes, functional app, deployment).
- Action: Share this document with the client for approval.
2. Scope of Work (SOW)
- Purpose: Define the exact scope of the project to avoid scope creep.
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Content:
- Detailed feature list (e.g., admin dashboard, exercise upload, QR code generation, receipt validation).
- Exclusions (e.g., third-party integrations, additional payment methods).
- Phases of development (e.g., planning, backend, frontend, testing, deployment).
- Action: Both parties should review and agree on the SOW.
3. Contract Agreement
- Purpose: Legally bind both parties to the project terms.
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Content:
- Project description.
- Payment terms (e.g., upfront payment, milestone-based payments).
- Intellectual property rights (e.g., who owns the code and design?).
- Confidentiality clause (if applicable).
- Termination clause (e.g., what happens if either party wants to cancel the agreement?).
- Signatures and dates.
- Action: Draft the contract, have the client review it, and sign it before starting work.
4. Wireframes or Mockups
- Purpose: Provide a visual representation of the app’s structure and design.
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Content:
- Screenshots or sketches of key screens (e.g., home screen, exercise detail, payment screen).
- Basic flow of the app (e.g., how users navigate from one screen to another).
- Action: Present these to the client for feedback and approval before moving to development.
5. Payment Schedule
- Purpose: Clearly outline when and how payments will be made.
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Content:
- Total project cost.
- Payment milestones (e.g., 30% upfront, 30% after backend completion, 40% after final delivery).
- Payment method (e.g., bank transfer, PayPal).
- Action: Include this in the contract or as a separate document for clarity.
6. Design Guidelines (Optional)
- Purpose: Ensure branding consistency if the client hasn’t provided specific guidelines.
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Content:
- Color palette (e.g., blue, green, yellow).
- Logo ideas or examples.
- Typography (e.g., font styles and sizes).
- Action: Share this document with the client for approval if they need help with branding.
7. Non-Disclosure Agreement (NDA) (Optional)
- Purpose: Protect sensitive information shared during the project.
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Content:
- Definition of confidential information.
- Obligations of both parties to keep information private.
- Duration of the NDA (e.g., 1 year, indefinite).
- Action: Use this if the client shares proprietary data or if you’re building something confidential.
Summary of Documents
Document | Purpose | Required? |
---|---|---|
Project Proposal | Outlines project details and requirements. | Yes |
Scope of Work (SOW) | Defines the project scope and deliverables. | Yes |
Contract Agreement | Legally binds both parties to the project terms. | Yes |
Wireframes/Mockups | Provides a visual representation of the app. | Yes |
Payment Schedule | Clarifies payment terms and milestones. | Yes |
Design Guidelines | Ensures branding consistency (if needed). | Optional |
Non-Disclosure Agreement (NDA) | Protects confidential information (if applicable). | Optional |
Next Steps
- Prepare the above documents based on your client’s requirements.
- Review each document with the client to ensure they understand and agree with the content.
- Once approved, sign all necessary documents (e.g., contract, SOW, payment schedule).
- Store signed copies securely for future reference.
By following this approach, you’ll minimize misunderstandings and set a strong foundation for a successful project.