Writing the brief
The development brief provides potential web developers with sufficient information to base a proposal to undertake the development of the website. A good brief contains enough detail for external web developers to provide a firm quotation. Quite often it will just enable them to provide an approximate quotation which would be confirmed in the first stage of the project once they were appointed.
Below is the outline of a typical development brief. Either read through the text below or download the website development brief template (RTF format, size 1148 KB) which provides the same material but in a ready-to-use Word document.
Section 1. About [your organisation's name]
- Organisation's mission statement
- Services provided
- History of the organisation
Section 2. Vision and objectives for your website
- What is its vision?
- What are its objectives?
- What are the intended ‘deliverables’ to the public, your key audiences and your organisation?
Tip
Bite-sized pieces
Divide the project into stages and plan and review each stage as the project progresses. Don't leave the functionality, content and navigation design decisions totally to the developer.
John Roberts, Brackets and Jam Central Coast Inc
, NSW
Section 3. Target audiences
Be as specific as possible about the target audiences for your site. Provide as accurate a breakdown of the demographics as possible, e.g. gender, age groups, location (state, national, international, rural, city), interests. Provide some assessment as to their likely experience using the internet.
Section 4. Project management
Explain the management structure within your organisation for building the site – who are the decision-makers, their respective roles, internal decision-making procedures. Detail your expectations re project meetings:
- how frequently you want to meet with the developers
- what is expected of the developers by way of reports
- how disputes are to be resolved.
Section 5. Background to the project
Provide any relevant history of the project and/or the organisation that would assist developers to understand people and content sensitivities, schedule, design, aims of the organisation etc.
Section 6. Content
Indicate:
- content scope – how many words, images, maps, minutes of video, audio etc
- content type – e.g. text, photos, audio, and their current format – e.g. digitised, hard copy
- provide an information design map showing all headings and sub-headings to be used in the site and how they relate to each other.
Section 7. Functionality
Identify the functional elements that are to be included in the site. Describe in as much detail as possible how you envisage each function will work from the user's perspective.
Include what results or information you want and what tracking you want to be able to do when users access that functional element. For example, for each online form stipulate how many fields of information, what information is sought, to who in the organisation the information supplied is to be sent and in what format. For example will it be an email with the text or is it to go automatically to a database or other program?
If your site is going to be more than a few dozen HTML (or web) pages you will want to think about providing a search facility of some sort to make it easy for users to find information. There are various options from free open source search software to proprietary solutions. The free software will usually require development time to configure to your site, so discuss the options with your developer.
Tip
Put a free search engine on your site
A number of the major search engines allow you to use their search facility for free on your own site, rather than purchase or configure a search engine specifically run from your server. The search engine can be pointed at your web address to provide results for your site only. See for example Google
or Altavista
to see how you can do this.
Bear in mind there are some downsides to this type of search:
- When users of your site do a search they will be carried to a results page on the search site with the look and feel of the search company rather than your own branding. If you are using a major well-regarded search engine this might be a plus, but note that sometime users can be confused and wonder how to get back to your site.
- There is usually a delay (often of weeks) before the search robots indexing the web for the search engine pick up new material. This will mean that new or updated pages on your site might not show up for this length of time. This may or may not be crucial to you.
There are also various free search facilities available that you can download and use on your site. Here is one example provided by the Australian Government
for community groups.
Section 8. Graphic and information design
- Describe the organisation’s identity – does it need to complement the organisation's existing branding (logo, font, colours) or is it purposely different?
- Detail your design criteria and provide web addresses (URLs) of sites you like the look of and those you don’t.
- Specify that images should in general be kept to a small file size and optimised for fast download (users become intolerant of waiting for images to appear).
- Specify accessibility requirements.
True story
Don’t forget good branding
To improve its services to members across the country, Philanthropy Australia decided to redevelop its website www.philanthropy.org.au
and membership databases. The new website provides key support for staff, an information service for members and a tool for educating the public. It is also proving to be a platform for raising the organisation’s profile.
A key lesson from the project was to insist on good design and branding. It is important to present a consistent corporate image. This creates a better overall impression of the organisation and can contribute to a greater sense of ownership by the members. Easy to navigate, clean and intuitive websites will produce better results. See full case study.
Section 9. General technical constraints
- Speed – the optimum speed and any special factors that may impact on it.
- Explain any restrictions you think will limit the target audience's capacity to access the internet – e.g. rural clients with limited access speed and capacity.
Section 10. Databases (if applicable)
Do users of the site need to access your organisation's database(s)? If so, outline:
- whether there is a need for instant links to keep the database up-to-date instantaneously, or if periodic (e.g. daily/weekly) updating is sufficient
- what restrictions are required for access to your database(s) and what level of security is required
- how often you expect users to access the database(s) and how many at any one time.
Section 11. E-commerce (if applicable)
Do you want users to be able to pay for memberships, services and products, and donate money via this site? If so, be specific about:
- what you want them to be able to pay for
- the payment processes which are appropriate – e.g. instantaneous via a secure online payment solution or users to provide credit card details with their order, leaving the organisation to process the order and payment manually
- the fulfillment details – how you are going to ensure supply and how the product or service is to be delivered
- how and where the terms and conditions of purchase (returns, refunds policy, disclaimers etc) are to be displayed to users.
Section 12. Maintenance and training
Who will need to be trained from your organisation?
Section 13. Testing and revision
- Over what period will testing take place? – at the beginning, during and/or just before launch?
- Who pays for changes that are required as a result of feedback from the testing?
Section 14. Project schedule and deliverables
What’s the deadline for the site to be up and running?
More information
SpiderPro's free guide to building a website including 100 Dos and Don’ts in web design
.