Step 1 of 8 — Your project

Complete as much as you can. If you are unsure, leave the question blank or ask Wax Digital to advise.

1. Project details

Company / organisation

Project name

Main contact — full name

Main contact — role

Main contact — email address

Other key contacts or stakeholders

What type of project is this?

Brand / visual identity

Campaign

Brochure / literature / report

Presentation

Advertising

Social / digital content

Exhibition / event material

Video

Animation / motion graphics

3D visualisation

Website

Web application / interactive tool

Mobile application

UX / UI design

Other

Do you need any additional specialist modules?

Website, app and custom digital

Video, animation and 3D

Print and physical production

Is this project:

A completely new project

Replacing something existing

Updating or extending something existing

In one or two sentences, what are we being asked to create?

Step 2 of 8 — Background and objectives

2. Background

What has prompted this project?

What problem are we trying to solve?

What is currently being used or done?

What currently works well?

What currently does not work well?

3. Objectives and success

What are the main objectives of the project?

What would a successful outcome look like?

How will success be measured?

Is there anything this project is specifically not intended to do?

Step 3 of 8 — Audience and messaging

4. Audience and users

Who is the primary audience?

Are there any secondary audiences?

What do you know about them?

What does the audience need to do, understand or feel as a result of this project?

What problems, frustrations or barriers do they experience today?

Do you have existing audience or user research?

Yes – supplied with this brief

Yes – available on request

Unsure

5. Key message and response

If the audience remembers only one thing, what should it be?

What would you like them to do next?

Are there any supporting messages that must be communicated?

Are there any mandatory statements, product claims, disclaimers or legal wording?

Step 4 of 8 — Scope, brand and assets

6. Scope and deliverables

What do you need Wax Digital to deliver?

Are different versions required?

What is definitely outside the scope of this project?

If the project needs to be phased or reduced, how would you prioritise the requirements?

Must have

Should have

Nice to have

7. Brand and creative direction

Do you have existing brand guidelines?

Yes – supplied with this brief

Yes – available on request

Currently in development

Are there existing campaigns, materials or designs this project needs to align with?

How should the work feel?

Technical

Human

Premium

Scientific

Innovative

Friendly

Authoritative

Bold

Minimal

Playful

Corporate

Sustainable

Other

Are there examples of work you particularly like?

Is there anything you specifically want us to avoid?

Who are your main competitors or alternatives?

8. Content and assets

Who will provide the written content?

Client

Wax Digital

Third party

Combination

To be confirmed

What content or assets already exist?

Does any existing content need rewriting, editing or restructuring?

Are new assets required?

Are all supplied assets cleared for use?

Yes

Unsure / needs checking

Are translations or localised versions required?

9. Systems, access and dependencies

What systems, platforms or file-sharing tools will Wax Digital need access to?

Are there any supplier onboarding, IT approval or access processes we should allow for?

Are there known dependencies outside Wax Digital’s control?

Step 5 of 8 — Project requirements

Your specialist modules

The relevant modules appear below based on your project choices. If none apply, select Next.

10. Website, app and custom digital projects

Complete this section for websites, web applications, mobile apps, portals, interactive tools, product selectors, configurators, calculators or other software-driven projects.

10.1 Product overview

What are we building?

Marketing website

Ecommerce website

Customer portal

Internal portal / application

Web application

Product selector / configurator

Calculator

Data visualisation

Mobile app

Interactive sales tool

Other

Who will use it?

What are the most important things each user needs to be able to do?

10.2 Functionality

Which functions are likely to be required?

Filtering

User accounts

Customer dashboard

Admin dashboard

File upload / download

Forms

Calculators

Product selection

Mapping

Ecommerce / payments

Saved favourites

Reporting

Data export

Email notifications

SMS notifications

Push notifications

Booking

Document generation

Workflow / approvals

AI / automation

Other

Describe any important functionality in more detail.

Are there rules, calculations or decision logic the system must follow?

10.3 Users, accounts and permissions

Will users need to log in?

Yes

To be confirmed

What types of users or roles are required?

Do different user types need access to different information, data or functions?

Is Single Sign-On (SSO), multi-factor authentication or integration with an existing company identity system required?

10.4 User journeys

What are the most important journeys through the product?

Are there important exception or failure journeys?

10.5 Existing systems and integrations

Does the product need to connect to any existing systems?

CRM

ERP

PIM

DAM

Ecommerce platform

Payment gateway

Marketing automation

Email platform

Microsoft 365

Salesforce

SAP

Existing website / CMS

Internal database

Third-party API

Analytics platform

Identity / SSO provider

Other

Please describe each integration and what information needs to pass between systems.

10.6 Existing data and migration

Does existing data need to be imported or migrated?

Yes

Unsure

What type of data is involved?

Approximately how much data is involved?

Where and in what format is it currently held?

Are there known issues with the quality, consistency, ownership or structure of the data?

10.7 Administration and content management

Who will manage the product once it is live?

What should administrators be able to add, remove, edit or approve without developer support?

Is an administration area or CMS required?

10.8 Devices, browsers and environments

Where will the product be used?

Desktop computer

Laptop

Tablet

Mobile phone

iOS application

Android application

Touchscreen / kiosk

Internal company network

Other

Are there particular browsers, operating systems, devices or screen sizes that must be supported?

Does any functionality need to work offline or with an unreliable internet connection?

10.9 Usage, scale and performance

Approximately how many people do you expect to use the system?

Are there likely to be particularly busy periods or usage spikes?

Will users be mainly UK-based or international?

Are there specific speed, uptime, availability, storage or performance requirements?

10.10 Accessibility

Are there accessibility requirements the project must meet?

WCAG 2.2 AA

Internal accessibility standard

Accessible PDFs / documents

Keyboard navigation

Screen-reader compatibility

Captions / transcripts

Unsure – please advise

Other

Please provide any additional accessibility requirements or organisational standards.

10.11 Personal data and privacy

Will the product collect, store, process or display information about individual people?

Yes

Unsure

If yes, what information will be collected or processed?

Does this include confidential, special-category or otherwise sensitive information?

Will the product be used by children or young people?

Are any of the following requirements relevant?

Consent

Cookie management

Privacy notices

Data retention

Data deletion

Data export

Data residency

UK GDPR / GDPR

Data Protection Impact Assessment

Other regulatory requirements

Please provide any relevant privacy policies, DPIAs, retention rules or internal requirements.

10.12 Security

Does your organisation have cybersecurity or IT-security requirements that suppliers must follow?

Yes – documentation supplied

Yes – documentation available on request

Unsure

Does the project require any of the following?

Penetration testing

Vulnerability testing

Security review

Approved hosting environment

Encryption requirements

Audit logs

User activity logging

Password / authentication policies

Formal security accreditation

Other

Please add any security requirements, standards or restrictions.

10.13 Hosting and infrastructure

Do you already have a preferred hosting provider or environment?

Does the project need to sit within your organisation’s existing IT infrastructure?

Who currently controls the relevant domain, DNS and hosting?

Are there deployment, backup, disaster-recovery or data-residency requirements?

10.14 Analytics, tracking and SEO

What needs to be measured after launch?

Which tools are already used or required?

Google Analytics

Google Tag Manager

Other analytics platform

Cookie consent platform

CRM tracking

Conversion tracking

Google Search Console

Other

If replacing an existing website, are there important pages, backlinks or search rankings that need protecting?

Does the project require an SEO migration or redirect plan?

10.15 Testing and acceptance

Who will be responsible for testing and approving the product on the client side?

Are there particular test scenarios, browsers, devices, integrations or datasets that must be included?

What needs to be true for you to consider the product ready to launch?

11. Video, animation and 3D

Complete this section for live-action video, video editing, motion graphics, 2D / 3D animation, 3D still imagery or interactive 3D.

What are we producing?

Live-action video

Video edit

2D animation

Motion graphics

3D animation

3D still imagery

Interactive 3D

Other

Where will it be used?

What is the approximate duration?

Which formats or aspect ratios are required?

16:9 landscape

9:16 vertical

1:1 square

Other

What will be supplied?

Script

Storyboard

Existing footage

Photography

CAD / 3D models

Product assets

Voiceover

Music

Nothing – development required

What do you need Wax Digital to provide?

Script development

Storyboarding

Voiceover sourcing / direction

Music sourcing

Sound design

Subtitles

Transcription

Additional languages

Stock footage

New filming

New 3D modelling

Other

Are there any technical, scientific or product details that need to be represented accurately?

Are there any required end frames, logos, calls to action, disclaimers or product claims?

Please add any other production notes or references.

12. Print and physical production

Complete this section for printed literature, packaging, exhibition graphics, signage or other physical production.

What needs to be produced?

Finished size

Quantity

Page count / extent

Paper, material or substrate

Finish / special processes

Packaging requirements

Is Wax Digital required to arrange print / production?

Yes

To be confirmed

Are there sustainability or material requirements?

Where does the finished material need to be delivered?

Are printer templates, cutter guides, stand plans, exhibition specifications or supplier requirements already available?

Step 6 of 8 — Timing and budget

14. Timeline

When would you ideally like the project to begin?

Is there a required completion or launch date?

How fixed is that date?

Fixed deadline

Preferred date

Flexible / to be agreed

What is driving the deadline?

Are there important milestones between now and launch?

Are there dependencies that could affect the schedule?

15. Budget and commercial considerations

Is there an approved budget or budget range for the project?

Is a purchase order required before work begins?

Yes

Unsure

Are there procurement, supplier-onboarding or invoicing requirements we should know about?

Are there any commercial constraints that may affect scope or phasing?

Step 7 of 8 — Governance, approvals and handover

13. Legal, regulatory and technical requirements

Complete these sections for every project where relevant. They help us identify approvals, responsibilities and constraints before production begins.

Are there industry regulations, standards or internal policies that affect the project?

Will any information, product claims or technical specifications require approval by a specialist?

Who will provide that specialist approval?

Does the project require any additional specialist review or assurance?

Is the project confidential, subject to an NDA or under embargo?

Are there intellectual-property, licensing or ownership requirements we should be aware of?

16. Stakeholders, feedback and approval

Who is the main project owner?

Who will provide day-to-day feedback?

Who has final approval?

Which other stakeholders need to review the work?

How will feedback be consolidated?

What is the typical timeframe required for internal review and approval?

17. Launch, handover and ongoing support

What needs to happen at launch or delivery?

Who will take ownership after the project is completed?

For digital projects, who will be responsible for content management, technical administration, hosting, user support and ongoing development?

Does your team require training or documentation?

Yes

Unsure

Does the project require ongoing support or maintenance from Wax Digital?

Yes

To be discussed

If yes, what would you expect ongoing support to include?

Step 8 of 8 — Files and confirmation

18. Supporting information and sign-off

Please provide links or file locations for anything that could help us understand the project.

Is there anything we have not asked that you think we should know?

Is there anything you are unsure about that you would like Wax Digital to advise on?

Brief completed by

Role / organisation

Date

Client sign-off — type your full name

Supporting files

Choose File

Confirm your brief

I confirm that this brief reflects our current requirements. I understand that changes to the agreed scope may affect timings and costs.

Step 1 of 8 — Your project

1. Project details

Step 2 of 8 — Background and objectives

2. Background

3. Objectives and success

Step 3 of 8 — Audience and messaging

4. Audience and users

5. Key message and response

Step 4 of 8 — Scope, brand and assets

6. Scope and deliverables

If the project needs to be phased or reduced, how would you prioritise the requirements?

7. Brand and creative direction

8. Content and assets

9. Systems, access and dependencies

Step 5 of 8 — Project requirements

Your specialist modules

10. Website, app and custom digital projects

10.1 Product overview

10.2 Functionality

10.3 Users, accounts and permissions

10.4 User journeys

10.5 Existing systems and integrations

10.6 Existing data and migration

10.7 Administration and content management

10.8 Devices, browsers and environments

10.9 Usage, scale and performance

10.10 Accessibility

10.11 Personal data and privacy

10.12 Security

10.13 Hosting and infrastructure

10.14 Analytics, tracking and SEO

10.15 Testing and acceptance

11. Video, animation and 3D

12. Print and physical production

Step 6 of 8 — Timing and budget

14. Timeline

15. Budget and commercial considerations

Step 7 of 8 — Governance, approvals and handover

13. Legal, regulatory and technical requirements

16. Stakeholders, feedback and approval

17. Launch, handover and ongoing support

Step 8 of 8 — Files and confirmation

18. Supporting information and sign-off

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Build your product launch plan

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