Freebies

Practical templates tied to real planning decisions

Short resources that help you prepare and decide. No filler, no mass blog content.

Copy-ready template

Digital Project Brief Template

A compact structure for explaining goals, users, scope, constraints, and deliverables before speaking with a builder.

  • Business goal
  • Audience or impacted team
  • First-phase deliverables
  • Available systems and content
  • Timeline and budget constraints
Checklist

Project Kickoff Checklist

A practical checklist for confirming ownership, content, systems, and review flow before design or development begins.

  • Clear decision owner
  • Initial scope review
  • Core content and data available
  • Reviewer and approver named
  • First review date agreed
Checklist

Scope Control Checklist

Questions that protect the first phase from bloat and turn new requests into clear decisions.

  • Does this support the first-phase goal?
  • Does it have an owner and success measure?
  • Will it delay launch or add dependencies?
  • Can it move to a later phase?
  • Does it change budget or timeline?
Worksheet

Vendor and Solution Comparison Sheet

A structured way to compare custom build, SaaS, and vendors by risk and fit, not price alone.

  • Fit to the real workflow
  • Maintainability and scaling
  • Deliverable clarity
  • Upfront and recurring cost
  • Data and integration risks
Meeting agenda

Discovery Call Agenda

A short agenda for leaving discovery with a decision: build, validate, fix the process, or pause.

  • What problem is worth solving?
  • What evidence exists?
  • What is the smallest useful outcome?
  • Which systems and data matter?
  • What is the next decision?