Online Course & LMS Setup Scope of Work Template

Setting up an online learning platform requires more than just adding a few courses. it demands a well-structured approach to design, delivery, and learner experience. The Online Course & LMS Setup Scope of Work Template is ideal for course creators, coaches, and educators who want to build and launch a professional e-learning platform with clarity and scalability in mind.

Who Should Use This Template?

This template is perfect for:

  • Course creators and digital educators
  • Training organizations and certification providers
  • Agencies setting up LMS platforms for clients
  • Schools or nonprofits launching remote learning initiatives

Why This Template Matters

Whether you’re launching your first course or scaling a learning business, having a clear scope of work ensures alignment between you and your implementation partner. This template outlines everything from platform configuration and course setup to payments, certificates, and user roles, making sure every feature is planned, delivered, and understood before launch.

What’s Included in This Template

This ready-to-use Scope of Work template includes:

  • A detailed introduction aligned with e-learning and platform setup goals
  • Defined objectives covering course creation, branding, and scalability
  • A breakdown of key services, including installation, lesson building, payment integration, and student management
  • A phased timeline with weekly deliverables to track progress
  • Defined responsibilities for both the client and the service provider
  • Built-in revision and reporting guidelines for transparency

How to Edit This Website Design & Development SOW Template in Taskip

Taskip’s built-in Document editor makes it simple to use this template:

  • Open the Website Design & Development Scope of Work Template.
  • Click the “Use Template” button to copy it to your workspace.
  • Use the editor to modify section headings, add client-specific information, or remove parts that don’t apply.
  • Save and share the document internally or with clients using a secure link.
  • Optionally export the final version as a PDF.

Taskip allows for real-time collaboration, so your team or clients can comment and contribute without needing third-party tools.

FAQs

Can this template be used for any LMS platform?

Yes. It’s adaptable for LearnDash, Tutor LMS, Moodle, Teachable, or any other LMS with similar functionality.

Does it include custom development or just configuration?

The default template focuses on platform setup and content integration. You can expand it to include development if needed.

What if I want to add more than 10 courses?

Simply update the course structure section and adjust the timeline and pricing accordingly.

Is certification setup included?

Yes. Automated certificate issuance upon course completion is included in the default setup.

Can I use this template for recurring client projects?

Absolutely. Import it into Taskip, duplicate it, and edit based on each new client’s requirements.

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