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When it’s time to build your website, a detailed website brief is your road map to success. This document outlines your project goals, requirements and constraints, allowing a prospective agency to ascertain whether they are the right fit for the project, and what the project timeline and budget will be.

In short, a detailed brief:

  • Gives clarity to the project scope
  • Saves time on project discovery
  • Reduces the likelihood of costly assumptions

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Download our comprehensive website briefing guide below (with bonus sample brief included):

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1. Give us an overview of your organisation

Let’s dive into the website brief. Where do you start?

Many briefs forget to include background information on the business or organisation. While it is useful to include links to any existing offline / online marketing collateral, a quick overview of your organisation is immensely helpful at the briefing stage.

Start your brief with information like:

  • When was your organisation established? Where do you operate? What are the main products or services you offer?
  • Who are your major competitors?
  • Tell us about your DNA. What are you known for? What is your vision and mission? How do you differentiate yourself from your competitors?
  • What is the main message that you wish your website to convey? (If you have an existing content strategy, please include your key messaging from that strategy here.)

Examples are:

  • We are market leaders in [X]
  • We deliver thought leadership in the areas of [X] and [Y]
  • We have an international [X] team of [Y]
  • We are technical experts in [X]
  • We have vast expertise advising clients on all forms of [X]

2. Give us an overview of the problems you are solving

Now that we know who you are and what you stand for, it’s time to tell us more about the overarching business problem you want your website to solve.

If you are building a new site, we want to know:

  • Are you hoping for the website to drive sales? Build brand awareness? Generate leads?
  • What business function will the website support through its existence?

If you are revamping an existing site, what are your reasons for doing so?

  • Is the existing site dated? Does it have issues with traffic, stickiness or customer retention? Does it need to be refreshed to reflect an updated brand identity?
  • What are the major paint points that users have described on the current website?
  • What are your main likes and dislikes about your current web presence?
  • Are there existing processes (such as billing, invoicing and content management) that could be streamlined or improved?

Here are examples of high-level business goals for a site:

  • Help raise the firm’s profile in the areas of [X]
  • Reflect updated brand message of [X]
  • Communicate our expertise and experience in [X]
  • Rank alongside our competitors but differentiate us in terms of [X]
  • Drive [X] amount of high-quality monthly leads
  • Increase the scope of enquiries from [X] type of client
  • Drive subscriptions
  • Boost online sales of products / services
  • Attract the best recruits
  • Build a community of [X]
  • Build and strengthen our network of [X]
  • Serve as a hub for connecting [X] to [Y]
  • Consolidate existing content channels into [X]
  • Streamline existing processes (such as online billing and invoicing)
  • Increase efficiencies in areas of [X]

3. Tell us about your target audience

Website target audience cameraTo create a website that addresses your goals, we need to get to know your target audience. Specifically, we would like to know:

  • What does your typical client look like?
  • What sectors and geographies do they operate in?
  • What are the main problems they are trying to solve when enlisting your services?
  • Is your audience segmented into specific groups with different needs (e.g. clients, prospective employees, media and press)?
  • What online user activity would you define as a “success”?

Examples of “success” could be:

  • Purchase a product / subscription
  • Sign up for a newsletter
  • Contact a member of your team
  • Access resources in a knowledge centre
  • Sign up for events / webinars
  • Fill out an enquiry / registration / quote form

4. Outline the website scope and features

With a fuller picture of what you do, who your audience is, and what you want to achieve, it’s time to dive into the details of your prospective website. We consider this the ‘meat and potatoes’ of the brief because it’s where the technical and creative possibilities are addressed.

Please give us an outline – a rough draft is okay – of your prospective website navigation structure.

Next, please list the major features that need to be coded. Here is an example overview of potential features:

  • User registration and login
  • Member management interface
  • Member restricted resources
  • Ecommerce platform and online billing
  • Blog or news platform
  • Events and online bookings
  • Knowledge centre
  • Help desk
  • Vacancy portal
  • Search functionality
  • Contact forms or other online forms
  • PDF converter
  • Interactive map
  • Social media integration
  • Multi-lingual platform

Where possible, please include a brief description of each feature, with links to online references.

Information is power, so you can never send us too many illustrative examples.

5. Outline project responsibilities

Who’s going to do what as we work together on this project? It’s time to outline the project responsibilities:

  • Design: Does your firm have existing brand guidelines that dictate the suitable approach with regards to fonts, colours and photography, or do these need to be compiled as part of the project? Do you have other branding collateral (brochures, guides) that the site should tie in with?
  • Content: Will you be writing the content for the website, or do you expect a web agency to provide copywriting services? Do you require assistance with the editing and proofreading of content?
  • Imagery: Do you have professional photography available for the project, or does the project require custom photography services? Do you anticipate using stock photography / illustrations in the project?
  • Translations: If the site is multi-lingual, do you require the services of a translation agency or will you provide all translated text?
  • Post-launch marketing: What are your post-launch website marketing plans (e.g. PPC, social media marketing, email marketing) and do you need assistance with post-launch marketing efforts?
  • Post-launch content updates: Do you require assistance managing the website content over time, or do you have an in-house team that will be responsible for post-launch content updates to the site?

If you’re not sure where some of the elements will come from yet, that’s okay. Let us know what pieces are missing, and we can help you source them.

6. How will you measure success?

Desk ruler measurementsImagine: your brand-new website is up and running. It’s fast, user-friendly and feature-rich. But is it solving the problems you articulated early on in your brief? There’s no way to find out without testing.

We would like to address success metrics at the briefing stage of a project. Here are examples you might want to consider:

  • Google Analytics usage metrics
  • Number of subscribers and their usage of the site
  • Monthly increase in leads
  • Scope of event registrations
  • Scope of newsletter subscriptions
  • Website rankings compared to competitors in a post-launch client survey
  • Feedback from clients during project pitches
  • Feedback from prospective job applicants
  • Company press coverage
  • Recognition from external bodies and industry awards
  • Cost savings achieved as a result of specific online features
Ideally, the metrics used to measure your site’s success should be “SMART”: specific, measurable, attainable, relevant, and time-bound.

7. Please include legal and technical requirements

Tools and requirements

Where are nearly there! Before you hit send, please give us an overview of legal and technical requirements relevant to your region.

Here are a few questions to get you thinking:

  • Does the site need to meet WCAG or ADA accessibility requirements?
  • Does it need to comply with EU cookie regulations and GDPR?
  • Is there a specific platform it needs to tie in with? Do you have a preferred CMS?
  • Do you have a preferred payment gateway when it comes to online billing?
  • Do certain features of the site need to integrate with an existing CRM or accounting platform?
  • Does the site require integration with third-party APIs?
  • What are your hosting requirements, and do you have an existing hosting provider?

8. Outline the project timeline, key contacts and agency requirements

For the concluding portion of your brief, please let us know when the project is due, how many people will be involved, and what you are looking for in a prospective agency.

Please outline the project timelines:

  • What is the proposal due date?
  • How long will you take to review the proposal and by when will you appoint an agency?
  • What is the targeted project kick-off date?
  • Do you have a target launch date? Should this be divided into specific project phases?

Please also tell us about your team:

  • How many decision-makers will be involved in the project?
  • Will the project have multiple points of contact or a single project manager at your firm?
  • Who is the point of contact for questions surrounding the project brief?

Please tell us about your agency requirements:

  • What are you looking for in a web agency?
  • What skills and experise do they need to demonstrate?
  • What aspects of the proposal are most important to you?

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If you have not already done so, please download our briefing guide below with sample illustrative brief:

Download how to write a website brief