Website Planning Worksheet
This questionnaire is designed to enhance communications between Whiz to Coho
and our clients, so that we are all “reading from the same page” which is oftentimes
difficult when discussing concepts and graphics. You are welcome to fill in the form
electronically, resave it and send it back to us, or you can print it out, fill it in, and fax
it back to us. Either way, please keep a copy for your own records. It provides a
written memorandum of our mutually-agreed plan.
Name: __________________________ Contact Email: ________________
1. Purpose
Give the most important purpose a "1", next most important a "2". Leave those blank
which do not interest you at all.
__ To establish a web presence
__ To gain a favorable impression of the company or organization.
__ To sell products directly taking credit card information over the Internet
__ To provide contact details to potential customers
__ To make available product information and price lists to distributors.
__ To make available product information and pricing to customers.
__ To strengthen brand identification.
__ Other _______________________________________________________
2. Site Organization
Please label pages you desire and cross out the rest.
Total number of pages decided upon ________________
3. Domain Names
A domain name must be registered before you can use it. Whiz to Coho can check
the availability of your potential domain name and register a name for you at the
cost of $17.50 per year.
Domain name(s)______________________________________________________
___Desired ___Already Registered ___Redirect (name to point to an existing name)
Domain name(s)______________________________________________________
___Desired ___Already Registered ___Redirect (name to point to an existing name)
4. Logo & “Look”
It is very helpful if you will include a copy of your company's letterhead, brochures,
catalog, etc. so we can see how you present your company image.
__ Company Logo incorporated in the masthead graphic? If so, please send us the
original artwork in a .pdf, .gif, or .jpg. If you do not have the original artwork, please
send us a color copy.
__ Company slogan or tagline___________________________________________
__ Photos or drawings of product or people in your company?
__ Font preference for logo/titles_________________________________________
__ Font preference for main text _________________________________________
__ Sites you like and why _____________________________________________
___________________________________________________________________
5. Colors and Accents
__ Preferred main color(s)? ____________________________________________
__ Preferred accent color(s)? ___________________________________________
__ Sites with colors you like __________________________________________
___________________________________________________________________
6. Navigation System
What type of navigation system do you like?
__ Top __ Top & Bottom __ Side __ Other: _______________________________
__ Sites with navigation you like ______________________________________
___________________________________________________________________
7. Photos, Graphics, Animations, Sound, and Video
Our contract includes a statement that you own the copyright to, or have permission
from the copyright owner to use any photos or graphics you send us.
Photos you supply either by sending the photos themselves for us to scan
and return, or by sending the digitized images on a diskette.
Stock photos obtained from Photodisc (http://www.photodisc.com),
PictureQuest (http://www.picturequest.com/), IstockPhotos
(http://www.istockphoto.com/). You can purchase the photos and send them
to us, or you can have us purchase the photos on your behalf and invoice you
for them.
Clipart. We can recommend some sites with quality clipart, or you can
provide us with your preferred clipart graphics.
For an extra charge, we can equip your webpages with:
Sound, either MIDI musical background or streaming Real Audio for music or
voice.
Animated GIF images. High quality photo images are available from
PhotoDisc (http://www.photodisc.com) and other sources. We can also make
animations for an extra charge.
Flash.
Video clips
8. Forms
Do you require any forms?
__ Contact for visitors to contact you (other than an email link)
__ Request for information
__ Survey or other feedback form
__ Booking or reservation form
9. Shopping Cart
Do you require a shopping cart? Yes / No
If yes, please list your main product categories:
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
Have you established an Internet Merchant Account? Yes / No
Do you need us to recommend Internet Merchants? Yes / No
10. Web Hosting Service
Do you need web hosting services? Yes / No
If no, please provide us with information on your current hosting provider:
Web Hosting Service ___________________________________________________
Phone: _____________________ E-mail for support: ________________________
FTP Server name: ____________________________________________________
FTP Username: ___________________ FTP Password: ______________________
11. Advertising Your Website
Be sure to read the article, "Web Marketing Checklist: 27 Ways to Promote Your
Website" (http://www.wilsonweb.com/articles/checklist.htm).
Please Provide us with the following information for your meta content:
Title – MOST IMPORTANT (must be 115 characters or less): _________________
___________________________________________________________________
___________________________________________________________________
Description (must be 250 characters or less): ______________________________
___________________________________________________________________
___________________________________________________________________
Keywords (metatags – up to 255, although most search engines only index 60) :
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
Stats.
Information about number of visitors to your website can be obtained from your
web hosting provider. If you have decided to host with us, would you like us to
collect statistics that you can view? Yes / No
12. Deadlines
Target “go live” date___________________________________________________
All work on your website is done in a testing area. We do not “go live” until the final
design has been approved, all content added, and the final payment for the design
has been made. Package prices include minor updating over the first six months of
the contract. This covers minor price changes, product changes, etc. It does not
include major changes, such as changing newsletter content (which essentially
involves constructing a new webpage), which is billed at our hourly rate.
On behalf of my organization I approve the above plan which I have developed with
Whiz to Coho to construct a website, and I authorize Whiz to Coho to use this Website
Planning Worksheet as the basis of the project.
Signature ____________________________________ Date _________________
Once we have reviewed this planning worksheet, we will send you a website design quote,
along with a contract and content worksheet. If you decide that you would like us to design
your website, then return the contract and content worksheet, which will help you organize the
materials that you need to provide us. Work on your site will commence once the contract and
down payment have been received. We are looking forward to receiving your materials and
working with you!
Whiz to Coho, Inc. 12800 NW Bishop Rd, Hillsboro, OR 97124
(503) 647-5957;
[email protected]
