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OVERVIEW

This section should give a basic overview of the project and the
organisation behind it. An overview could include:

 About your organisation – A brief company background and


history.
 What problem are you trying to solve? – Why is the project
needed?
 High-level project scope – Is it a redesign of a few pages, a
complete website overhaul, or a brand-new website?
 Target market – An overview of who this website is targeted
at. This could also be its own section in the document.

PROJECT TEAM
A list of the decision makers involved in the project. It is useful to
include job titles/project roles, and email addresses.

The project lead should both be highlighted here.

For example:

 Rachel Adams – CEO – racheladams@acme.co


 John Smith – Marketing Manager – johnsmith@acme.co
 Sarah Jones – Web Content Manager – sarahjones@acme.co
– Project Lead

GOALS
Briefly describe the goals of the project. This will give developers an
idea of what you are trying to achieve, which will enable them to
suggest the most appropriate solutions.

For example:

 Monthly sales enquiries up by 10% within 3 months


 Decrease bounce rate by 10% by 1st July
 Increase newsletter signups by 23% by December
 1k new Twitter followers within a year
Goals should be SMART, that is:

 Specific
 Measurable
 Assignable
 Realistic
 Time-related

PHASES
If this project is part of a bigger project, or there will be further
phases following this project, it is useful to list these to give an
indication of where this project fits into the bigger picture.

For example:

 Phase 1 – Basic marketing website – Current project


 Phase 2 – Add e-commerce
 Phase 3 – CRM integration

CONTENT STRUCTURE
Content structure, or Information Architecture (IA), is comprised of
various parts and will depend on the complexity and size of your
website content.
Site map

This is usually provided as a diagram which shows the ‘tree’ type,


hierarchical structure of the website pages. It can also include
which ‘page template’ (see below) to use for each page and content
type.
An example of a basic sitemap

There are excellent tools available for creating website sitemaps.


Content types

A website can contain many distinct types of content. At it’s most


basic, there will usually be posts and pages. A page is timeless
content, e.g. ‘About us’, whereas a post is chronological, e.g. a
news or blog post.

Some other common examples of content types are:

 People
 Products
 Testimonials
Content type data

For each content type, the data associated with that content type
should be listed. For example, if there was a ‘Person’ content type
they might require the following data:

 First name
 Last name
 Position
 Bio
 Email address
 Phone number
Taxonomies

A taxonomy is a scheme of classification for your website content.


You can set site-wide taxonomies to be used across all content
types, or you can have taxonomies that are specific to certain
content types.

For example, if you had a recipe website you might want a


taxonomy of ‘meals’ where the taxonomy terms would be
‘breakfast’, ‘lunch’, ‘dinner’, ‘snacks’, ‘dessert’, etc. You could also
have a taxonomy of ‘cuisine’, with terms such as ‘indian’, ‘british’,
‘french’, etc.

On a blog, the most common two taxonomies are ‘Categories’ and


‘Tags’.

There are two main types of taxonomy:

1. Hierarchical – e.g. ‘Categories’


2. Non-hierarchical – e.g. ‘Tags’

Another example might be an ‘Industry’ taxonomy, which you could


assign to your ‘Blog’, ‘Client’, ‘Case study’, and ‘Service’ content
types.
Page templates

A page template is a specific layout of information. For example,


your ‘Home’ page will probably look different to your ‘Contact’ page.

Some examples of common page templates are below:

 Home
 Blog post
 ‘Our team’
 News archive – lists all the sites news posts in reverse
chronological order
 Contact – may have a map and a form

If you have designs (wireframes or mockups) for these page


templates please include them here.

DESIGN
The content of this section will depend on whether a design already
exists, or whether creating a design is part of the scope of work.
Design exists already

If design work has already been completed, then it can be


referenced here.

There are many ways to provide design assets, for example:

 PDFs (annotated if possible)


 Invision project links
 Flat image files
 PSD files
 Sketch files

It is important to provide a style guide and/or annotations for


information such as:

 colours
 typography rules
 hover states
 animations
 grid systems
 spacing
Responsive designs

Today’s websites are viewed on a wide range of devices and


screen sizes. It is important to consider how your site will look,
especially on small screens such as smartphones.
Mobile designs (and possibly tablet sizes) should be provided along
with the usual desktop designs.
Design as part of the project scope

If the visual design is part of the project you will need to give
guidance on the constraints and desired stylistic direction.

For example, if your organisation has brand guidelines that should


be adhered to, they should be included here.

Each designer will have their own process, but it can help to
provide:

 Brand guidelines – such as colours, fonts, logos, other graphic


 Print material – brochures, business cards, etc.
 Analysis of competition – what you like and don’t like about
their websites
 Examples, and reasons for, websites that you like and dislike

FUNCTIONALITY
Functionality is how your site actually works. This could be anything
about specific parts of the website that need additional explanation.

For example, if you have a signup page, what fields are required?
What happens to an entry on a contact form?

Many sites require integrations with third-party APIs. If this is the


case then these integrations should be outlined here in terms of
how they will work and any additional information that is needed. A
good example of an integration is showing a feed of latest Tweets
on your site.

Here are some examples of functionality you may want to mention,


depending on your project.

 e-Commerce functionality such as payment gateways


 SSL – is this required and how it should be implemented
 Multi-lingual capabilities
 User roles and capabilities – more than 1 type of user role
where users can have different permission etc.
 Analytics and tracking
 Specific functionality around search
 Performance requirements

ACCESSIBILITY
Web accessibility is the practice of building websites that work for
anyone, regardless of technology, location, or ability.
The power of the Web is in its universality.
Access by everyone regardless of disability is an essential aspect.
Tim Berners-Lee, W3C Director and inventor of the World Wide
Web

There are standards called the “Web Content Accessibility


Guidelines” (WCAG) that have been developed to assist web
developers in building more accessible websites.

All websites should strive to achieve the highest levels of


accessibility, but if you have specific requirements around this, then
outline these as part of your specification.

BROWSER AND DEVICE SUPPORT


Websites can be viewed on a wide range of devices and browsers.
It is important to know which of these browsers and devices need to
be supported, as their technical requirements can vary.

In particular, if you require support for older browsers (typically


Internet Explorer) this can add to the overall project cost.

This section should outline which browsers and devices the site
should be tested on. Many specifications will require testing in the
latest version of the most popular browsers (Chrome, Firefox,
Safari, Edge) and then specify one or two versions of Internet
Explorer 9e.g. IE 10&11).
Browser data from Google Analytics

If you have browser and device data from analytics on a current


site, it is useful to include it here. As you can see from the image
above, internet explorer has a small (2.42%) usage, which might
drive decisions on the level of support for that browser.

At the end of 2018 and the start of 2019, the global browser
landscape looks like this:
Global browser market share 2018/2019

HOSTING
This section should outline the hosting requirements of the site.

If you already have a host that you would like to use, give details of
the platform here.

For WordPress sites, the hosting requirements can be found


here: https://wordpress.org/about/requirements/

ONGOING SUPPORT AND MAINTENANCE


Websites need to be updated, maintained and improved over time.
If you are using a platform such as WordPress, the code base will
quickly deteriorate if not regularly updated. This can lead to
performance, compatibility, and security issues.
In your specification, outline any maintenance and
support requirements that you have.

ASSUMPTIONS
One of the most common problems that projects run into is that
parties have made assumptions about who is responsible for
certain tasks.

The classic example is who adds the content. Often people


commissioning websites (rightly) assume that the web company will
add all of the content. However, often this is not the case and the
client receives an ’empty’ version of their website.

Your website specification document should include everything that


is needed for this project to be completed successfully.

Some common assumptions to think about include:

 Content addition
 Design and layout customisation options
 Migrating the site to the live server
 Ongoing maintenance
 SEO
 Hosting

MILESTONES
Many projects, especially if using a ‘fixed-cost’ approach, will have
set milestones along the way. These are clear phases of the project
where you will be working on different aspects of the site.

Often, adding timescales or deadlines is a good idea, as this can


help keep the project development focused and on track.

An example of some typical web project milestones are:

 Wireframes
 Designs
 Development (Front and Back-end)
 Testing and feedback
 Go Live
DEADLINES
Even if you don’t have set milestones, it’s still important to have an
idea of the timescales involved, especially if there is a fixed
deadline – an event, for example.

Add any known deadlines to the specification document.

BUDGETS
The budget required for the project should be clearly stated in this
section. Often, a breakdown of the budget can be given here for the
different milestones or phases, if this is appropriate.

This section could also include information about the preferred


pricing model, e.g. fixed-price or time and materials.

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