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Website brief template for a banking website


Website brief summary

Acme Bank is interested in rebuilding our website.

Acme Bank 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 Bank project.

Services required

Please include these services in your proposal.

Related personas

We have documented our target audiences by creating these personas:

Website brief template for a banking website

Brief detail

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

Acme Bank wants to be able to give visitors current client examples of what exactly they are searching for on their site.

The primary goal of this project 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.

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

Services required

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

Additional requirements and comments:

Special requirements for this website brief include monthly training seminars for our employees to learn how to keep the content up to date.

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.

Showcase our business

For Acme Bank, the primary 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.

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.

To showcase our business

The third main objective of this project is to 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.

4.

Attract more visitors to the website

A relatively low priority goal of this project is to attract more visitors to the website: Google is more likely to send visitors, or potential customers, to websites that are easy to use and contains timely information.

See the next steps of this project


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  1. 1

    Request for quote sent

    Acme Bank created this brief 12 Jul 2019.

  2. 2

    Proposal due

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

  3. 3

    Final delivery

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

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