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Example brief for a financial services website project


Website brief summary

Acme Anvils is interested in rebuilding our website.

Acme Anvils is seeking a proposal based on this website brief. We'd like the proposal to include indicative timelines and costs and we have created this website brief in order to clarify the requirements of our project and to ensure what is delivered matches our expectations.

More detail on the Acme Anvils project.

Services required

Please include these services in your proposal.

Related personas

We have documented our target audiences by creating these personas:

Example brief for a financial services website project

Brief detail

Our website needs improvement. Feedback from visitors and internal stakeholders indicates that a refresh is needed.

The primary goal of this project to improve our brand. The way people perceive our organisation will be effected by our website. A polished website will improve our brand and make us more credible in the eyes of our visitors and customers.

The other goals of this project are listed below in order of priority.

Services required

Services required:
  • Content migration
  • Creative design
  • Front-end development
  • Search Engine Optimisation
  • Accessibility reviews
  • Content creation
Out-of-scope:
  • Card sorting
  • User testing
  • Personalisation
  • Content training
  • CMS editor training
  • CMS implementation

Additional requirements and comments:

Special requirements for this website brief include card sorting and tree testing with 20 members of our target audience. This is to ensure our navigation is

See the four main goals/desired outcomes of this project.

Desired outcomes

The four main goals of this project, in order of priority, are listed below.

1.

Improve our branding

For Acme Anvils, the primary goal of this project is to improve our brand. The way people perceive our organisation will be effected by our website. A polished website will improve our brand and make us more credible in the eyes of our visitors and customers.

2.

Improve revenue with more leads

The secondary goal of this project is to improve revenue with more leads: we want the process of potential clients engaging with our business to be intuitive and compelling.

3.

Reduce visitor frustration

The third main objective of this project is to reduce visitor frustration: we want people to use our website and have a positive impression of our brand after their interaction.

4.

Showcase our business

A relatively low priority goal of this project is to showcase our business. Our website is the perfect place to showcase our achievements, profile our leading people, and give potential customers reasons to do business with us.

See the next steps of this project


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  1. 1

    Request for quote sent

    Acme Anvils created this brief 12 Jul 2019.

  2. 2

    Proposal due

    Proposals are due no later than 5pm, 1 Jan 2019.

  3. 3

    Final delivery

    The ideal delivery date for this project is 30 Dec 2019.

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