01 / PLANNING YOUR PROJECT
Explain the problem
Describe who will use the website or application and what they need to do. Examples include requesting a viewing, placing an order, or managing a sales pipeline. Explain what is difficult today and what a better workflow would look like.
02 / PLANNING YOUR PROJECT
Describe the core journey
Write the steps from the starting point to a completed outcome. Include the staff work afterwards. For bookings, describe availability, confirmation, and cancellation. For portals, describe roles and the information each can see.
03 / PLANNING YOUR PROJECT
Share the practical inputs
Provide your existing URL, brand assets, content, and tools that must connect. Identify the person who approves the work and accounts your business controls. Mention any fixed launch event or date.
04 / PLANNING YOUR PROJECT
Prioritise the first release
Separate essentials from later ideas. Use reference sites to explain preferences, including what you like about them. During discovery, agree review stages, exclusions, and acceptance criteria for a complete first version.
