In brief
- Start the brief with the business objective, audiences, and user journeys rather than a list of screens.
- Document content, data, integrations, roles, and error behavior separately.
- Requirements should be testable: replace “a modern website” with an observable criterion.
- The scope of the first version and the change process are just as important as the feature list.
What a Website Brief Should Do
A website brief helps everyone involved share the same understanding of the intended outcome. The client can see what the project includes, the team knows which journeys and constraints to account for, and both sides have clear criteria for accepting the work. If the document describes only colors, pages, and examples the client likes, the essential decisions will still have to be made during development.
The brief does not need to contain a finished architecture or exact coordinates for every element. Those decisions can emerge during research and design. It does, however, need to define the initial problem, users, data, mandatory processes, dependencies, and completion criteria. Otherwise, different vendors may estimate different projects even when their proposals appear comparable.
Section 1. Context and Business Objective
Open the document with a short description of the company and the reason for the project. Do not copy marketing copy. Explain what has changed in the business: a new product has launched, the current website is outdated, inquiries are being lost, services are difficult to find, or customers need direct access to their data. This framing helps distinguish a real business need from a request to “refresh the design.”
- Which business objective the website should support.
- Why the current solution is not suitable.
- Which visitor or employee action is the primary one.
- Which constraints are already known: an event date, brand system, legal requirements, or integrations.
- Who makes decisions and who supplies the materials.
The goal should be tied to observable behavior without becoming a promise that the development team cannot control. For example, “create a clear path from a service page to an inquiry and send each inquiry to the CRM with its source” is a testable objective. A statement such as “increase sales several times over” also depends on traffic, pricing, the sales team, and the market.
Section 2. Audiences and Their Questions
An audience list is not there to support fictional personas with invented names. It informs the structure, content, and access permissions. For each segment, describe the situation that brings them to the website, their task, their main concerns, and the expected action. If the website serves both clients and partners, these groups may need different pages and different evidence.
| Field | What to Document | Example Format |
|---|---|---|
| Role | Who makes or influences the decision | Business owner, marketer, technical specialist |
| Situation | Why the person is visiting now | Launching a new business line, replacing a system, comparing vendors |
| Questions | What they need to understand before taking the next step | Approach, compatibility, scope, support |
| Barrier | What prevents a decision | An unclear process, migration risk, lack of trust |
| Action | What the person should do | Share context, request an estimate, sign in to a portal |
Section 3. User Journeys
A journey describes the path from entry to outcome, not an isolated feature. For example, a manager arrives on a service page through search, compares the approach, opens a relevant case study, returns, and submits a description of the project. In a customer portal, the journey might include signing in, creating an item, uploading a file, checking its status, and receiving a notification.
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01
Define the Entry Point
Search, advertising, a direct link, email, QR code, or a transition from an internal system.
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02
Describe the Expected Outcome
Not simply “visit a page,” but get an answer, submit data, download a document, or complete an operation.
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03
List the Main Steps
Include only meaningful user and system actions without specifying interface details too early.
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04
Add Exceptions
Invalid data, lack of access, a repeated action, cancellation, or an external service timeout.
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05
Assign a Priority
Separate critical first-version journeys from later improvements.
In complex products, user journeys prevent underestimation. Nexora AI combines a catalog, orders, payments, delivery, and support. The name of each module alone does not reveal its relationships and states. Only the sequence of actions explains what should happen before and after payment, who intervenes when an exception occurs, and which data must be retained.
Section 4. Structure and Content
Document a preliminary sitemap, but explain the purpose of every page. A service page addresses one commercial intent, a case study demonstrates relevant experience, an article answers a question before the buyer is ready to choose, and the company page establishes context and explains how the team works. Duplicate sections should be consolidated before design begins.
- The name and purpose of every page.
- The visitor’s primary query or question.
- The main content blocks and action.
- The owner of the source materials.
- Content status: ready, requires editing, research, or creation.
- Links to services, case studies, and related materials.
Agree separately on who writes and approves the copy, selects images, reviews legal wording, and provides project data. Content often becomes a hidden dependency: the layouts are ready, but the pages cannot be completed without verified materials. Placeholders do not provide an honest basis for judging copy length or composition.
Section 5. Data, Forms, and Integrations
A line that says “CRM integration” is not sufficient. Specify the system, the direction of data exchange, the data set, when the data is sent, retry rules, and the expected behavior during an outage. For a form, describe its fields, which are required, consent handling, the submission confirmation, and recipients. For a customer portal, add entities, roles, statuses, and constraints.
| Object | What to Define |
|---|---|
| Form | Fields, validation, consent, confirmation, duplicate prevention |
| CRM | Pipeline, owner, source, update rules, and duplicate handling |
| Analytics | Events, campaign parameters, goals, and the person responsible for access |
| Notifications | Channel, recipient, content, and the action to take if delivery fails |
| External API | Methods, authentication, limits, timeouts, and error logging |
| Files | Types, size, storage, access, and deletion period |
Do not include secrets or active keys in the brief. The document should explain the transfer method and environments, while the credentials themselves remain in a protected system. Access to analytics, the domain, hosting, and external services should be assigned to accountable people and verified before launch.
Section 6. Non-Functional Requirements
Non-functional requirements describe how well the system should operate: interface accessibility, performance, security, search accessibility, compatibility, and support. Each statement should be testable. Words such as “fast,” “secure,” and “responsive” mean different things to different participants when they have no criteria attached.
- The supported device categories and current browsers.
- How the grid, navigation, forms, and tables behave on mobile screens.
- Keyboard operation, visible focus, field labels, contrast, and alternative text.
- Requirements for metadata, canonical links, sitemap, robots.txt, and structured data.
- Rules for authentication, roles, personal data storage, and logging critical actions.
- The backup, error monitoring, and recovery process.
- Requirements for the content editor and publication workflow.
Section 7. Acceptance Criteria and Launch
An acceptance criterion describes an observable result. Instead of “build a user-friendly form,” write: required fields have labels, errors appear next to the relevant fields, a successful submission shows a confirmation, and the CRM receives one record containing the page URL and source parameters. This criterion can be reproduced and tested.
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01
Functional Review
Critical journeys work with valid input, invalid input, and repeated actions.
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02
Content Review
Copy, contact details, links, legal information, and images have been approved.
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03
Technical Review
Responsive behavior, metadata, indexability, forms, integrations, and response codes have been tested.
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04
Launch Preparation
The domain, certificate, backup, analytics, and rollback plan have been assigned and prepared.
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05
Post-Launch Review
The team repeats the main journeys on the live website and assigns the people responsible for monitoring.
For every critical journey, specify who accepts the result. The marketer reviews analytics events and content, a sales representative evaluates the quality of inquiries, and the technical owner checks the integration and access. A single phrase such as “the client checks everything” leads to late feedback and unclear responsibility.
A Short Website Brief Template
- Company context and the reason for the project.
- The website goal and the primary user outcome.
- Audiences, entry situations, questions, and barriers.
- Priority user journeys and exceptions.
- The sitemap and purpose of each section.
- The content preparation and approval plan.
- Forms, data, roles, statuses, and integrations.
- Visual references and mandatory brand elements.
- Accessibility, performance, SEO, and security.
- Acceptance criteria, launch process, and support.
- What is explicitly outside the scope of the current phase.
- The process for approving changes.
You can fill in this template briefly before the first meeting and then refine it with the team. Unknown points can be marked as questions. This is more honest than inventing a solution without research. The important thing is to ensure that critical uncertainty is visible when the project is estimated.
A good brief does not make a project rigid. It establishes a shared baseline and a clear change process. Every new decision is recorded together with its rationale, impact on scope, and completion criteria. In this way, the document helps the project move faster instead of becoming an archive of requirements that no one understands anymore.
Frequently asked questions
Who should write a website brief?
The client understands the business context best, while the project team can turn that context into user journeys and testable requirements. The most effective approach is therefore to prepare the foundation together and assign one owner to the document.
Do you need wireframes before writing the brief?
A rough diagram can help discuss a journey, but detailed wireframes created before goals and content are defined often lock in arbitrary decisions. Define the objective and flow first, then design the interface.
Can you reuse a brief from another website?
You can use it as a list of questions. Copying the requirements in full is risky because projects differ in their audiences, processes, integrations, risks, and acceptance criteria.
How much design detail should the brief include?
Specify brand constraints, mandatory elements, the intended visual character, and examples with an explanation of what works in each one. Precise compositional decisions are better made after the structure and real content are understood.
What should you do if some requirements are not yet known?
Mark the open question, assign an owner to the decision, and define the stage when it must be resolved. Critical unknowns can be addressed through a short discovery phase before the final estimate.
Sources
- W3C: How to Meet WCAG 2.2Checked 30 July 2026
- MDN: How to Structure a Web FormChecked 30 July 2026
- OWASP: Application Security Verification StandardChecked 30 July 2026
- Google Search Central: Understand the JavaScript SEO BasicsChecked 30 July 2026