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What would you like to do?
Clearleft client worksheet in ASCII
Clearleft[1] are a clever bunch of user-experience designers and consultants
based in Brighton. They have a very useful Client Worksheet available on their
website in RTF format[2].
It's so useful that I want a copy on my iPod, computer, phone and just
available so that when I'm talking to a potential client, I can just pull it
up before a meeting to make sure I remember what kind of questions to ask them
and also to give myself a zen moment and not go in and confuse people with
chatter about microformats, MySQL, graceful degradation and other such things.
Here is the Client Worksheet in good old ASCII. I do hope @adactio, @andybudd
and the rest of the Clearlefties don't mind.
All about you
- What's the name of your company and intended website?
- Describe your company...
- Describe the concept/product/service your site will provide...
- We like to keep our address book up-to-date. Who are the main contacts for
this project and what are their roles?
- When would you like to start (tomorrow is pretty unlikely, sorry!)?
- When does it need to be completed (yesterday is definitely out)?
- Is there a specific reason for these dates? (e.g. trade show, product
launch, before the pub shuts?)
- Your budget dictates how much time we can devote to your website. What are
you looking to spend to achieve your vision?
(e.g. £10-20k, £30-40k, £50k+)
What are you trying to do?
- Give us your main reasons for commissioning a new website...
- In order of importance (most important first) what are the business
objectives for your site
 (e.g. improving sales rate, increase customer
satisfaction, reduce time searching)
- What is your measure for success - and what are you hoping to achieve?
20% increase in sales)
- What aspects of your current site work well?
- Why are they successful?
- What's not so great?
- Why do you think that is?
Who are you doing it for?
- Who's coming to your site? Describe the different types of visitors to your
website in as much detail as possible.
- How do you think your audience currently perceives your company and the
services you offer?
- Why will people use the kind of service you offer?
- Why will people choose your site over others?
- What do you imagine people using your site for? What will they want to do
- Outline any ideas for features you have for your site.
- How do these features support your business goals and the goals of your
Design Concept
- People are coming to your new site for the first time. How do you want them
to feel about your company?
- Tell us a bit about your competition. Who are the runners and riders in your
- What are their website addresses.
- What works for them? What doesn't?
- Leaving your competitors aside, have you seen any sites recently that you've
liked the visual design of? What did you like about it? (if you can't think
of any have a look through or for a
catalogue of good lookin' websites strutting their stuff)
- Let's briefly talk content. Aside from the features we discussed above, what
else do you want your site to do?
- Would you like us to recommend somebody to build your content management
- If so, what features would you like it to do? (e.g. updatable news, multiple
authors, stock control, user moderation)
Additional Comments
- We’ve tried to keep this worksheet as general as possible, but every project
is unique. Here is your chance to add any extra information you think will
be helpful.
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