1. The business and audience
- Who is the website or workflow for?
- What do they need to understand or do?
- Which offer or task matters most right now?
2. The current friction
- What happens today, step by step?
- Where do people repeat work, wait, or lose track of the next action?
- What examples show the problem clearly?
3. The systems and rules
- Which website, calendar, payment, CRM, or reporting tools are involved?
- Who owns the accounts and can provide appropriate access?
- What rules, exceptions, or human approvals must be preserved?
4. The project boundary
- What must be included, and what can wait?
- Who supplies and approves content?
- Is there a real launch dependency or budget constraint?
5. The handoff
- Who will operate the system after launch?
- What documentation, training, and ongoing support are needed?
- How will you know the change is useful?
You can print or save this page using your browser. Keep passwords, private customer records, and payment details out of the brief.