GUIDES / RESOURCES

Begin with a better brief.

Use these checklists to prepare a website brief, review an integration or agree what needs checking before launch.

Open books arranged across a floor
EDITORIAL STOCK PHOTOGRAPHYBrooke Balentine / Unsplash ↗
THE OPERATING LIBRARY

Before the build.
A better question.

Audience / ownership / boundaries / acceptance. Preparation is useful work.

01

Before discovery

Write down the audience, the offer, the visitor action, the current system and what is not working. Identify approved assets and who can authorise account access.

02

Before integration

Name the data owner, permitted fields, service limits, ongoing costs and fallback. Define what counts as an acknowledgement and what needs human review.

03

Before launch

Agree which routes and workflows will be exercised. Use synthetic data, verify storage separately from notification and keep the exact build and test context with the receipt.