Resources

Briefing templates and project starters.

When I start a new project with a business or an agency, the first thing I usually ask for is a brief. A good brief saves everyone time and money, but it’s often the hardest thing for a client to write from scratch. So here are the templates I’ve built up over the years and now share with anyone who asks. Use them however you like, even if we never end up working together.

What’s available

A handful of plain-English templates and checklists. They’re free, they’re editable, and you don’t need to give me your email to use any of them. If you fill one in and want a second pair of eyes before you brief a developer, send it over and I’ll have a read.

Brief

Website project brief

A one-page brief for a small-business website project. Goals, audiences, must-have features, constraints, success measures. Plain English, no agency jargon.

Read the how-to first →

Brief

Web app brief

For Laravel, Filament or custom platform projects. User roles, key journeys, integrations, data structures, what already exists, what good looks like.

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Checklist

Pre-launch checklist

DNS, SSL, analytics, backups, sitemap, robots, redirects, accessibility, performance. The list I run through before sending any site live for a client.

See it in context →

Checklist

Content planning sheet

A page-by-page sheet for planning the content for a new website. Headings, supporting copy, images needed, calls to action, who’s writing each one and when.

Read the how-to first →

Checklist

Hiring a freelance developer

A short list of questions to ask a freelance developer before you hire them. The ones that tell you whether they’ll actually be a good fit for your project.

Read the how-to first →

Spreadsheet

Realistic budget worksheet

A simple worksheet for setting a realistic budget for a website rebuild. Build, hosting, maintenance, content, and the bits that always get forgotten on the first pass.

Read the how-to first →

Got a project, a backlog, or a website that needs sorting?

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