Prepare a workable project brief
Downloadable working resources
Project brief
Download this editable project brief to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Project brief · Download project-brief.mdWebsite audit checklist
Download this editable website audit checklist to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Website audit checklist · Download website-audit.csvContent calendar
Download this editable content calendar to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Content calendar · Download content-calendar.csvCMS comparison worksheet
Download this editable cms comparison worksheet to record current work, open questions and owners. OXOAK examples can be adapted to the project.
CMS comparison worksheet · Download cms-comparison.csvMarketing tool inventory
Download this editable marketing tool inventory to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Marketing tool inventory · Download martech-inventory.csvWebsite roadmap worksheet
Download this editable website roadmap worksheet to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Website roadmap worksheet · Download roadmap.csvAI readiness checklist
Download this editable ai readiness checklist to record current work, open questions and owners. OXOAK examples can be adapted to the project.
AI readiness checklist · Download ai-readiness.csvDigital product design workbook
Download this editable digital product design workbook to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Digital product design workbook · Download product-design.mdDigital product design workbook
Download this editable digital product design workbook to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Digital product design workbook · Download product-design.mdDigital marketing planning notes
Download this editable digital marketing planning notes to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Digital marketing planning notes · Download marketing-plan.mdCMS implementation checks
Download this editable cms implementation checks to record current work, open questions and owners. OXOAK examples can be adapted to the project.
CMS implementation checks · Download cms-comparison.csvHeadless CMS guide
Download this editable headless cms guide to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Headless CMS guide · Download headless-guide.mdPlanning headless CMS content
Download this editable planning headless cms content to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Planning headless CMS content · Download headless-guide.mdStatic website delivery checks
Download this editable static website delivery checks to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Static website delivery checks · Download delivery-checklist.csvStatic architecture notes
Download this editable static architecture notes to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Static architecture notes · Download delivery-checklist.csvAI search content checklist
Download this editable ai search content checklist to record current work, open questions and owners. OXOAK examples can be adapted to the project.
AI search content checklist · Download search-content.csvPrepare a workable project brief
Download OXOAK worksheets for briefs, content, platform selection and acceptance. Edit locally; examples illustrate the format and are not customer records.
Digital strategy
Deliver a goal-to-task map, page priorities, metric definitions and a near-term roadmap. Agree the main customer task before deciding the first pages.
Content planning
Deliver a content inventory, titles, summaries, body structure and ownership. Separate explanation, evidence and action and record missing inputs.
Support and maintenance
Deliver component and account inventories, recovery procedures, support boundaries and update records. Agree response times and third-party costs within the scope.
Related practical notes
Practical notes
How to choose the right CMS
Use an article, product and approval as sample tasks. Have real editors author, preview and restore content and record assistance and maintenance costs.
Practical notes
Building a martech stack
Map acquisition, content, email, analytics and customer records, including existing tools. Before adding a system, check export, synchronisation and maintenance ownership.
Practical notes
Plan human review for AI content
Generating a whole website and then looking for someone to check it encourages a rushed review. Decide beforehand which material is available, which statements need approval and who can publish the result. The draft can then be built around information that is possible to verify.
Practical notes
How to create a digital strategy roadmap
Separate current problems, near-term improvements and later experiments, with owners and evidence. Keep the rationale for roadmap changes traceable.
Practical notes
How to perform a website audit
Sample navigation, copy, images, forms, search and mobile tasks. A successful response establishes reachability, not correct content or behaviour.
Practical notes
How to brief a digital agency
State the business, audience, pages, available material and decision-maker. Clarify budget and timing conditions and identify specific reference sections.
Planning headless CMS content
Download this editable planning headless cms content to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Digital product design workbook
Download this editable digital product design workbook to record current work, open questions and owners. OXOAK examples can be adapted to the project.
Practical notes
Why conducting a content audit is essential
Record URL, topic, owner, validity and action. Distinguish duplicates, outdated material and unsupported claims rather than deciding from traffic alone.
