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Website requirements document template: the signed version of the plan

A website requirements document template is the outline for the one formal record of what a client site must do, how it must look and who it's for. You fill it in after the discovery work, the client signs it, and the build is checked against it. When a question comes up mid-build, this is the document both sides open.

What's a website requirements document template?

A website requirements document template is a reusable outline with a fixed set of sections, so every client's requirements are written the same way. It's longer and more formal than a one-page list: it has a version number, an owner and a sign-off block.

Sections that make it the formal version:

SectionWhat goes in it
GoalsWhat the client wants the site to achieve, in their words
UsersWho visits the site and what each of them needs to do
DesignBrand rules, layout needs and anything the client has already decided
VersionThe version number, the date and what changed since the last one
OwnerThe one person on your side who keeps the document current
Sign-offThe client's name, the date and the version they approved

Give each version a number and a date. When something changes after sign-off, write the change in, raise the version, and get a new signature.

The summary, page list, features, content and out of scope parts work the same way as in the shorter template. For the shorter list of what the site must do, see the website requirements template.

What goes in a website design requirements document?

A website design requirements document records the look and layout rules the design has to follow, before anyone opens a design tool. It turns "make it look modern" into choices a designer can check their work against.

Points to write down include:

  • the logo files, brand colors and fonts the client already uses, and where to find them
  • sites the client likes, with a note on what they like about each one
  • sites the client doesn't like, and why
  • the layout each main page needs, such as where the contact details sit
  • how the site should work on a phone, page by page if it matters
  • photo style, and whether the client is supplying photos or needs them found
  • any rules from a brand guide that the design must follow

For each item, ask the client to choose one answer where they can. "Blue or green" is easier to design to than "either is fine."

When the requirements are signed and the build can start, DeskTeam360's free template helps you hand off each task, website builds included. Enter your email to get it.

Get the free Task Delegation Template

What are user requirements for a website?

User requirements say what each kind of visitor needs to do on the site, written from that visitor's side. They keep the build focused on people, not features, and they give you a way to test the finished site.

One way to write them is one line per need:

"As a (kind of visitor), I want to (do something) so that (reason)."

Examples for a local service business:

  • As a new customer, I want to see prices or a price range so that I know whether to call.
  • As a returning customer, I want to book online so that I don't have to phone.
  • As a job seeker, I want to find open roles so that I can apply.
  • As the office manager, I want to edit opening hours myself so that the site stays right.

Steps to gather them:

  1. List every kind of person who will use the site, including the client's own staff.
  2. Ask the client what each one comes to the site to do.
  3. Write one line per need in the format above.
  4. Mark each line as must have or nice to have.
  5. Add the must haves to the document's Users section, and test each one before launch.

To pass the signed document's tasks to the people who'll build it, DeskTeam360 offers a free template that covers website builds. It's sent when you share your email.

Get the free Task Delegation Template

More on Starting a client site build

Sources

  • DeskTeam360, Ultimate Task Delegation Template page, start.deskteam360.com/ultimate-task-delegation-template
  • DeskTeam360, About page, deskteam360.com/about

What changed

  • : Page first published.