Website Project Brief Checklist for Toronto Businesses

This guide supports our website design services.

A website project checklist supports an editable page wireframe, illustrating a brief that guides the planned design.

A clear website brief makes proposals easier to compare and projects easier to deliver. Before you ask for a new website or a redesign, write down what the site must help customers do, what needs to carry forward from the current site and who will supply and approve the content.

A shared project brief branches to two comparable proposals and one acceptance checklist. The fictional scope includes six pages, a quote form, supplied copy and two review rounds.
1) Use one brief to compare bids and check the finished work.
Read the diagram description

A single glass brief clipboard branches into two proposal folders, and both connect to one acceptance checklist. The fictional brief states six agreed pages, a quote form delivered to sales, copy supplied by the business owner and two review rounds. The bids are comparable because they respond to the same requirements and responsibilities. The red warning says that an unknown item is not automatically included. The acceptance check uses the same agreed scope; no actual supplier proposal or delivery result is depicted.

Self-check: What allows proposals to be compared fairly?

A common explicit scope and responsibility set.

Define the decisions visitors need to make

List your main audiences and the actions each one should be able to complete: understand a service, review relevant work, request a quote, book an appointment or buy a product. Describe current problems in concrete terms. “Visitors cannot find the right service” is far more useful to a web team than “make the website modern.”

A vague request to make a site modern becomes an observable homeowner task: find deck repair in Services and submit a quote enquiry.
2) Turn “make it modern” into a task visitors can complete.
Read the diagram description

The first statement, “Make it modern,” names an appearance preference without an observable visitor action. The fictional homeowner task instead has two steps: find deck repair in the Services section, then send a deck-repair quote enquiry. The linked page schematics show that sequence. The reviewer can test whether the homeowner completes both steps. This example converts a style request into a testable brief without promising a particular design outcome.

Self-check: Which brief statement is testable?

Whether a visitor can complete the defined task.

A fictional renovation business routes a prospect to an enquiry, a customer to support, and an installer applicant to careers.
3) Give prospects, customers and applicants the right next step.
Read the diagram description

Three lanes represent different audiences of a fictional renovation business. A prospect asking whether the business repairs decks sees service evidence and a quote-enquiry route. A customer needing order help reaches a support form. An installer applicant sees job details and an application route in Careers. The appropriate next step depends on the visitor’s task; sending all three audiences to one quote button would ignore those differences.

Self-check: Must every visitor have the same primary action?

No. Identify the important tasks for each actual audience.

Take an inventory of the existing site

  • List the important pages and their current addresses.
  • Identify useful content, original images and brand assets to keep.
  • Record forms, booking tools, payment systems and other integrations.
  • Note who controls the domain, hosting and website accounts, without putting passwords in the brief.
  • Mark the pages that already bring in search traffic or enquiries, where you have that information.

A fictional inventory keeps a useful deck-repair page, reviews original deck photos for rights and relevance, and proposes updating outdated winter hours.
4) Decide which pages, photos and wording to keep or update.
Read the diagram description

The fictional current-site inventory has three separate decisions. Keep /services/deck-repair/ because the useful page still answers a visitor task. Review original completed-deck photos for current relevance and rights. Propose changing a winter-hours paragraph because those hours are out of date. These are teaching examples, not claims about a real site. A redesign can preserve useful content, URLs and original assets deliberately rather than replacing everything by default.

Self-check: Does a new design require rewriting every useful page?

No. Identify what should carry forward.

Not every page needs replacing. Record any proposed address changes separately so their effect on existing links and search visibility can be planned before launch. Our website redesign checklist covers that part in more detail.

A fictional ownership map records who controls the domain, hosting, CMS, booking and payments. Authorized access is arranged separately; credentials stay out of the brief.
5) Record who controls each system without sharing credentials.
Read the diagram description

The fictional ownership map records Nina, the business owner, for the domain; Owen, the IT lead, for hosting; Lena, the content editor, for the CMS; Maya in operations for booking; and Sam in finance for payments. It also states each system’s relationship to the website: name pointing to hosting, website operation, page editing, appointments and checkout. The brief records control and responsibility. Passwords, tokens and other credentials are excluded, and authorized access is arranged separately.

Self-check: What should be documented instead of passwords?

Who controls the systems and how authorized access will be arranged.

A layout-only redesign keeps /services/deck-repair/. A separate address change maps /decks/ to the relevant deck-repair destination and requires a tested redirect.
6) Track URL changes separately from layout changes.
Read the diagram description

Two cases distinguish visual design work from URL changes. A new layout for /services/deck-repair/ can keep that same address. In the separate address-change case, the fictional old URL /decks/ maps to the relevant new destination /services/deck-repair/. Review that mapping and test the redirect before launch. Keep address changes in a separate record because existing links and search continuity depend on them. The figure makes no promise that rankings or traffic will remain unchanged.

Self-check: Why record URL changes separately?

They affect existing links and search continuity beyond design.

Assign content and approval responsibilities

For each planned page, name who supplies the service information, images and supporting details. Flag statements that still need confirming rather than presenting them as facts. Confirm you have permission to use every supplied asset, and name the person who approves design and copy.

A fictional deck-repair page assigns facts and evidence to operations, images to the brand lead and approval to the owner. An unconfirmed weekend-availability claim stays pending.
7) Name who supplies and approves each page’s content.
Read the diagram description

The fictional deck-repair page needs service facts, original imagery and supporting evidence. Maya in operations supplies facts and evidence; Nora, the brand lead, supplies images; Sam, the owner, approves the wording and assets. Supplier and approver are separate responsibilities. The statement “Weekend work available” is marked pending until Maya confirms scheduling evidence and Sam approves the wording. An unresolved claim remains a named verification task rather than being presented as a fact.

Self-check: Who owns an unanswered factual question?

A named supplier or reviewer who can confirm it.

A photograph and rights record pass through a review lens before website reuse. Check ownership, any permission or licence, allowed use and any required credit.
8) Check image rights for the intended use before reuse.
Read the diagram description

A photo and its separate rights record approach a magnifying lens and a closed review gate before a new website display. Possessing the old image file does not by itself establish unlimited reuse rights. Check ownership and the rights basis, any relevant permission or licence, the allowed use for the proposed website hero, and any required credit. The fictional record illustrates a rights check, not a legal determination. The accepted conclusion is: Before reusing an image from the existing site, check the rights and any permission or licence covering the intended use.

Self-check: Does finding an image on the current site prove unlimited reuse rights?

No. Check the actual permission or licence.

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We design and build fast, accessible websites for Canadian businesses, with SEO built in from day one.

Describe functionality with real examples

For a quote form, say who receives it, what information it asks for and what the visitor sees after sending it. For booking, say whether the site links to a tool you already use or needs a new connection. For online sales, outline the product information, shipping and payment steps that need to be planned.

A fictional quote form specifies service, postal code and reply email, a missing-service error, delivery to sales, and visitor confirmation with a next step.
9) Specify form fields, error messages, delivery and confirmation.
Read the diagram description

The fictional deck-repair quote form collects the chosen service, postal code and reply email. If the service is missing, validation identifies the problem with “Choose a service.” A valid request is delivered to the sales team. The visitor sees a received confirmation and an explanation of the next step. A test must also verify that sales actually receives the request; a success screen alone does not prove delivery. These are conceptual form behaviours rather than a screenshot of an actual platform or a promise of response timing.

Self-check: What remains unspecified in include a contact form?

Data requirements, delivery, errors and the visitor’s next step.

These details separate what the site needs on day one from what can come later, and they make it much easier for each web team to quote the same work.

A one-way route opens an existing booking tool; a separate data connection synchronizes bookings and records, sends notifications and needs authorization and failure handling.
10) Clarify whether booking needs a link or a data connection.
Read the diagram description

The upper lane represents an external link that opens an existing booking tool. The lower lane represents a broader working data connection, with two-way information movement between website and booking system and a separate notification branch. That integration scope must specify bookings, records, notifications, authorization and what happens when the connection fails. These schematic mechanisms assert no capability of a named provider. The same word “booking” can describe substantially different project work, so clarify behaviour before comparing quotes.

Self-check: Why can two booking requests produce different quotes?

A simple link and a working data integration involve different work.

A fictional desk-lamp purchase needs accurate product details, payment and delivery at launch. Recommendations and advanced automation remain later options unless included.
11) Agree what must work at launch and what can wait.
Read the diagram description

The clearly labelled fictional store task is to buy a desk lamp. Inside the day-one scope boundary are accurate product details, checkout and the payment total, and shipping choices. Outside the boundary are product recommendations and advanced automation, shown as later options. Those extras enter the launch scope only through an explicit scope decision tied to approved visitor tasks. The boundary separates necessary launch behaviour from optional enhancements without promising sales results.

Self-check: What decides whether an extra feature belongs at launch?

Whether it is necessary for the approved visitor tasks and included in scope.

Agree review and launch checks

Ask to review a few representative pages before the full build. Decide who checks mobile navigation, content accuracy, forms and integrations. Include a plan for backing up the current site, setting up redirects for changed addresses and confirming that tracking works after launch. Name who looks after the site once it is live.

Three representative website templates are inspected before repeated pages are built. A fictional release checklist names owners for mobile, content, forms, backup, URLs and tracking.
12) Test sample pages and agree the launch checks.
Read the diagram description

Three representative templates, service, product and contact, are examined before the shared pattern is repeated through the full site. A lens exposes a component requiring review; a barrier pauses the repeated pages until the pattern is fixed. The fictional release checklist assigns mobile navigation to Noor in QA, content accuracy to Sam, form delivery to Maya in operations, backup restoration to Owen in IT, changed URLs to Alex in SEO and tracking to Lee, an analyst. These are checks with named owners, not certification of accessibility, successful restoration or actual system function.

Self-check: Why review representative pages before the whole site is built?

They expose repeatable problems before those patterns spread.

Use the brief to compare proposals

Measure every proposal against the same page list, functionality and content responsibilities. Ask each web team what it assumes, what is excluded and how many review rounds are included. A shorter timeline means little if content preparation or integrations are left out. For a closer look at pricing, read what goes into a website design quote.

Two hypothetical bids both include six pages and two review rounds, but the six-week bid excludes content and integration work included by the ten-week bid.
13) Compare what each proposal includes before comparing timelines.
Read the diagram description

Two hypothetical proposals each contain six pages and two review rounds. The six-week bid excludes content preparation and the booking integration, and the client owns content and approvals. The ten-week bid includes content and integration work and names responsibilities in the scope. The timelines therefore describe unequal work. Align scope, supplied inputs, ownership and dependencies before judging delivery timing. The invented six- and ten-week durations are comparison examples, not Canada Create estimates or observed project results.

Self-check: Does the shorter advertised timeline prove faster delivery of the same project?

No. Align scope, inputs and dependencies first.

Next step

See our Toronto web design services for how we plan, design and build business websites. When your brief is ready, talk to Canada Create and bring your current website address.

Frequently asked questions

What is a website project brief?

A short document that explains what your website must help visitors do, what carries over from the current site, the features you need and who supplies and approves content.

Why write a brief before asking for website proposals?

A brief means every web team quotes the same scope, so you can compare proposals fairly and avoid surprises once the project starts.

How long should a website brief be?

Two to four pages is usually enough. Clear goals, a page list, required features and named content owners matter more than length.

Should I list every page on my current website?

List the important ones and their addresses, especially pages that bring in traffic or enquiries, so nothing valuable is lost in the rebuild.

Do I need to write the website content before the brief?

No. The brief should say who will supply each piece of content and who approves it. The writing can follow once the structure is agreed.

What features should the brief describe?

Forms, booking, online payments, integrations with tools you already use and anything visitors must be able to do, each with a short real example.

Should I share passwords in the brief?

No. Note who controls the domain, hosting and accounts. Access is shared securely once the project begins.

How do I protect my search rankings during a redesign?

Record your current page addresses and plan redirects for any that change. Your web team should check search settings and tracking at launch.

What should I ask web teams when I compare proposals?

Ask what is included, what is excluded, how many review rounds you get and what they assume you will supply.

Can Canada Create help me write the brief?

Yes. We can review your current site and goals with you. After discovery, we provide a written proposal with scope and fees before work starts.