Website Discovery Worksheet - Upthentic Creative

The discovery phase informs which visual and strategic direction the design work will go in. This phase is very collaborative. Thank you for participating.

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Phone

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What is the purpose of this questionnaire?

We want to dig-in and understand your needs and the needs of the people using your website. Only then can we begin to create a design that portrays the value you offer in a way that resonates with the people and communities you want to serve. This is your opportunity to tell us why you need a website and what the website should achieve. The more information you give us here, the better the solution.

Name

First Last

If we have questions, may we email you?

What is the name of your company or organization?*

We ask this question to link your worksheet with any additional team worksheets entries.

Briefly explain what your business or organization does:

The idea is to capture authentic language that you currently use when telling someone new to your organization about the products and/or services you offer.

Give us your main reason(s) for needing a new or upgraded website.

Organization/Business Goals

Please share up to three website related goals. Common goals are ease of maintenance, usability/accessibility and/or conversion rates. Feel free to elaborate. Please be as specific and detailed as possible.

Goal #1

Goal #2

Goal #3

Is there anything about your current website, brand or promotional graphics that serves the business well and if so, why?

Who Are We Doing This For?

Tell us about your ideal audience/website user.

What are their interests? What type of devices might they use to surf the web? What technical capabilities or challenges might they have when it comes to browsing a website? What other websites might they frequent and/or use regularly?

What are the top 5 reasons your ideal audience/user will visit your website and/or interact with you online?

Common reasons maybe to research information, find contact details, ask questions about services, costs, products, getting involved, etc.

Design Concept & The Brand

How do you want people to feel when they interact with your brand online?

How do you want existing and new audiences/users to speak of your brand? Is trust and safety important for your users to engage with your brand online? Would being edgy and trendy thrill/excite or annoy/frustrate your users? Do you want to inspire action online or offline or both? Feel free to elaborate.

List any notable businesses or organizations that provide similar offerings here:

These could include any other business or organization that is attracting and/or competing for the attention of your ideal audience or customer? What are they doing that you think is working?

Of these notable websites do any have designs that standout to you?

This can be something that strikes you either positively or negatively. Where is the design working or not working? Feel free to note any technology/functionality, design element, layout, or usability factor.

Are there any other non-industry related websites, brands, or graphics in particular that you like the design of? Why?

What brand assets do you currently have?*

For example, please list if you have a logo, a brand style guide, iconography, owned graphics and/or photographic assets.

Anything else you want to share with us? We're all ears.