Shopify Migration Scope of Work Template

A Shopify migration scope of work template for replatform projects that require clear responsibilities, data assumptions, and launch controls.

Why this template

Designed for the way agencies work—built for your workflow, not just a generic doc.

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Built for complex Shopify replatform projects

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Defines data, redirect, and cutover responsibilities

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Supports SEO continuity during migration

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Clarifies integration and parity expectations

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Reduces launch risk with explicit controls

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What's Included

  • Migration objectives and platform scope
  • Data migration coverage and assumptions
  • URL mapping and redirect responsibilities
  • Theme and app parity requirements
  • Integration dependencies and testing plan
  • Cutover checklist and rollback strategy
  • Out-of-scope and risk ownership
  • Timeline, approvals, and acceptance criteria
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Example Scope of Work Structure

Example Scope of Work Structure

Migration Scope Purpose

This scope defines the services, dependencies, and controls required to migrate an existing ecommerce store into Shopify with minimal disruption.

Included Workstreams

  • Source platform review and migration plan
  • Data mapping for products, customers, and key records
  • Theme setup and agreed storefront templates
  • App and integration configuration
  • Redirect mapping and technical SEO checks
  • Pre-launch QA and cutover support

Critical Dependencies

Data Ownership

Client and agency responsibilities for source data cleanup and validation are documented before migration begins.

Cutover Governance

The launch sequence, freeze windows, rollback criteria, and escalation contacts are defined in advance.

Change Control

Any change in migration scope, data model complexity, or integration count is reviewed and approved before timeline or fees are adjusted.

When to use this Scope Of Work Template

A Shopify migration scope of work template is designed for projects moving stores from another platform into Shopify.

It defines migration deliverables, data and redirect ownership, and the technical controls needed to reduce launch risk.

  • Use it when migrating from WooCommerce, Magento, BigCommerce, or custom stacks.
  • Use it when product, customer, and order data quality is uncertain.
  • Use it when SEO continuity depends on redirect and URL planning.
  • Use it when multiple systems integrate with the existing storefront.
  • Use it when migration cutover requires phased validation and approvals.

How to write a winning scope of work

Migration scope quality directly affects launch stability. Data normalization, product option complexity, and historical URL patterns should be treated as core workstreams, not side tasks.

SEO-sensitive stores need explicit redirect governance and validation checkpoints. Omitting these steps can erase existing organic performance despite successful technical migration.

Complex operations with ERP, subscriptions, or multi-market storefronts require tighter integration and cutover planning than standard replatforms.

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Template Details

Type
Scope of Work
Uses
Shopify replatforming projects
Stage
Post-sale
Format
Google Docs, Word, PDF
Intent
Define migration delivery and risk controls
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