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04 / RESOURCES

Better questions.
Better preparation.

Short, practical planning guides for your next technology conversation. Use them to organize your thinking before reaching out.

01 / Website planning

Before you redesign a website

A useful website starts with the people who visit it. Answer these questions before getting into colors, layouts, or technology.

  • Who is the primary audience, and why are they visiting?
  • What should visitors be able to find or do?
  • Which pages and content are essential?
  • Who will update the content after launch?
  • What does the experience need to support on mobile?
Turn your notes into a project brief

02 / Workflow planning

Map a process before changing it

Describe the current process from start to finish. A simple map makes it easier to spot repetitive work and unclear responsibilities.

  • What starts the process, and when is it complete?
  • Who is involved at each stage?
  • Which tools or documents does each person use?
  • Where is information entered more than once?
  • Which step causes the most delay or confusion?
Turn your notes into a project brief

03 / Project planning

Separate essentials from extras

A focused first scope is easier to discuss and evaluate. Keep the required outcome visible when deciding what belongs in the project.

  • Write down the business outcome in one sentence.
  • List what must be included for the result to be useful.
  • Keep optional improvements in a separate list.
  • Identify dependencies, approvals, and available materials.
  • Decide who can confirm scope and priorities.
Turn your notes into a project brief

TURN A QUESTION INTO A CONVERSATION

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next conversation?

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