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To make your project a success, your User Interface & Experience (UI/UX) Specialist needs more than just a color palette. They need a roadmap of how your business functions.
Complete this checklist before your first strategy session to ensure your website is built for performance, not just looks.
1. Core Objectives & Strategy
- Primary Goal: What is the #1 action a visitor should take? (Purchase, lead form, call, etc.)
- Target Audience: Who are we building this for? List their top 3 pain points.
- The “One Thing”: What is the single most important message a user must see in the first 5 seconds?
2. Functional Requirements
- User Flow: List the specific tasks a user needs to complete (e.g., “Book a consultation,” “Filter products by size,” “Access a member portal”).
- Integrations: List any third-party tools the site must talk to (CRM, Email Marketing, Payment Processors like Stripe/PayPal).
- Accessibility: Note any specific compliance needs (ADA/WCAG) for your industry.
3. Content & Information Architecture
- Sitemap Sketch: A rough list of the pages you think you need (Home, Services, About, etc.).
- Brand Assets: High-resolution logos, specific brand colors (HEX codes), and typography.
- Key Imagery: Professional headshots, product photos, or a list of required stock photography styles.
4. Technical Infrastructure
- Domain Ownership: Do you have the login for your registrar? Need a new one? Get one here.
- Existing Hosting: Are we migrating an old site or starting fresh?
- Legal Requirements: Do you have a Privacy Policy, Terms of Service, or industry-specific disclaimers ready?
5. Competitive Landscape
- The “Benchmark” List: Provide 3 links to sites that excel in usability (how they work), not just aesthetics.
- The “Avoid” List: 2 examples of sites that frustrate you and why.