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Website Planning Form Template

Streamline Your Website Design Process with Our Template

Creating a successful website can feel overwhelming without the right guidance. This website planning form template is designed for web designers and clients, ensuring clarity and direction throughout the design process. By using this template, you can easily gather essential information, align project goals, enhance communication, and save valuable time on planning. Plus, the WCAG-aligned labels ensure accessibility for all users. Ready to simplify your website planning?

Use this Template (FREE) Live Preview
Full name
Work email
Organization or business name
Current website URL (if any)
What best describes your website status?
No website yet
Redesign an existing site
Add features to existing site
Not sure
Who is your primary target audience and what do they need from the site?
What are the primary objectives for this website?
Generate leads or inquiries
Sell products or services
Publish content or blog
Provide company or product information
Showcase portfolio or case studies
Enable bookings or appointments
Build a community or membership
Provide support or knowledge base
Other
Please Specify:
Do you have brand guidelines?
Yes
No
Not sure
How ready is your website content (text, pages, messaging)?
All content is ready
Some content is ready
No content yet
Not sure
Copywriting support
We will provide all copy
We need copywriting
Combination
Not sure
Visual assets needed or available
Existing photos/graphics
Need stock images
Need custom photography
Need custom illustrations
Icons
Not sure
Which features do you need?
If selling online, what will you sell?
Physical products
Digital products
Both physical and digital
Subscriptions
Not applicable
Not sure
Which integrations do you need?
Share 2-3 example websites you like and why
Preferred visual style
Clean and minimal
Professional and corporate
Bold and colorful
Playful and friendly
Elegant and premium
Tech/modern
Creative/experimental
No strong preference
SEO support needed
Keyword research
On-page SEO
Technical SEO
301 redirects/migration
Local SEO
Analytics setup and goals
None
Not sure
Legal and compliance needs
Preferred CMS or platform
WordPress
Shopify
Webflow
Squarespace
Wix
Custom-built
No preference
Not sure
Target launch date
Timeline
Flexible
Within 1 month
1-3 months
3-6 months
6+ months
Not sure
Budget range (USD)
Under $1,000
$1,000-$3,000
$3,000-$5,000
$5,000-$10,000
$10,000-$25,000
$25,000+
Not set
Prefer not to say
Post-launch maintenance
We will maintain in-house
We want an ongoing maintenance plan
One-time build only
Not sure
Additional requirements or notes
Preferred contact method
Email
Phone
Video call
Any
Signer full name
Date
I consent to be contacted regarding this inquiry
Yes
No
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paper art illustration depicting website planning form elements and design tools for FormCreatorAI article

When to use this form

This form is ideal at project kickoff or before a redesign. Use it to align stakeholders, set goals, and nail scope before design begins. Agencies can pair it with the Website onboarding form and the New client information form to capture decision makers, budget, content owners, and approvals. In-house teams can use it before handing work to developers or freelancers to reduce rework. It also helps product managers plan phased releases and track must-have features versus nice-to-haves. The result: a clear brief, realistic timeline, and a prioritized backlog your team can execute with confidence.

Must Ask Website Planning Questions

  1. What are the top three goals this site must achieve in the next 6-12 months?

    Clear goals guide scope, content, and design trade-offs. They also set measurable targets so you can judge success and avoid scope creep.

  2. Who are your primary audiences, and what single action should each take on key pages?

    Knowing audiences and desired actions shapes navigation, CTAs, and page layouts. It also helps prioritize copy and accessibility needs for key user groups.

  3. What content and assets already exist, and what needs to be created or migrated?

    An accurate inventory informs sitemap, timelines, and who will write, edit, or migrate. You can use the New client profile form to gather brand voice, logos, and guidelines in one place.

  4. Which features and integrations are required, and what technical or legal constraints do we have?

    Listing integrations and constraints early prevents blockers and surprise costs. It also ensures technical choices fit your stack and compliance requirements.

  5. How will we measure success, and who owns updates and optimization after launch?

    Defined metrics and ownership keep the site improving after launch. Pair metrics with the SEO Client questionnaire form to plan tracking and ongoing optimization.

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