Free planning resources
A useful brief connects a business decision with evidence and a person who can approve the work. Choose one worksheet for the decision in front of you, then complete your copy in your own workspace.
Choose a worksheetUpdated
Every worksheet opens as plain text, without an account or email address. Copy it into your own document and mark missing evidence as an open question.
Decide what to retain and what needs investigation
Your website, proposals and customer materials give different accounts of the offer. Review the evidence before choosing a rebrand scope.
Choose the buyer and the reason to choose the offer
The team needs to agree who the offer serves, which alternatives buyers consider and what evidence supports the difference.
Agree what one offer needs to explain
Service pages, proposals and conversations explain the same offer in different ways. Start with one priority buyer and the words they encounter.
Check readiness before commissioning an unfinished build
A website project has stalled and the remaining work is unclear. Separate available work, account control and unresolved dependencies before choosing completion, repair or migration.
Compare suppliers against the same website brief
Several proposals describe different amounts of work. Set your priorities before comparing the responses.
Define a Canadian website project before requesting proposals
A Canadian website brief needs to connect audience, pages, language responsibilities and the arrangements for delivery.
Agree what must be checked before a website moves
A redesign changes URLs, content or a platform. Record the decisions and acceptance evidence before agreeing a launch.
Check what an AI answer actually says about your business
An answer cites your website, mentions the business or gives an inaccurate fact. Save the full response before deciding what the observation supports or what needs correcting.
The shared worksheets organise the decision. Add the locations, languages and review responsibilities for your business, then use the relevant country guides for sourced local questions.
Name the states served, your time zone and the Australian review windows. Identify who supplies content and approves specialist claims before the scope is agreed.
Guides for AustraliaRecord required languages, content reviewers and mobile enquiry journeys. Name the owners of page approval, translation, accounts and handover.
Guides for IndiaName the provinces served, page languages and the people who approve translated wording or specialist claims. Use the Canadian website brief when the decision concerns website scope.
Guides for CanadaConnect the priority service and buyer with the materials being commissioned. Name content approval, accessibility review and hosting or support responsibilities for website work.
Guides for the United KingdomName the states served, time zones and evidence behind the offer. For website work, identify integrations, account ownership and the people responsible for approval.
Guides for the United StatesName the emirates served and the languages used at each customer touchpoint. Record the owner of Arabic writing or translation and the person who approves specialist claims.
Guides for the United Arab EmiratesThese are working records for a future project. Research, recommendations, implementation and acceptance checks receive an agreed scope. Commercial terms are shared privately in the written proposal.
Keep confidential proposals, credentials and private customer records in your own controlled workspace. Bring public URLs and redacted examples that you have permission to share.