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Web design process template: the stages an agency repeats

A web design process template is your build process written down once, so every client project runs through the same stages. At the start of each build you copy it and fill in that client's details.

What goes in a web design process template?

A web design process template holds the stages in order, one owner for each, the file each stage makes and the sign that the stage is done. Add a short header for the client's name, the start date, the contacts and a link to the shared folder.

StageOwnerFile the stage makesDone when
IntakeProject leadThe signed proposal and kickoff notesThe client has signed
DiscoveryProject leadThe written goals and answersThe client confirms the summary
Site mapProject lead or designerThe page list and site mapThe client approves the page list
ContentWriter or clientOne content file with the copy for every pageEvery page has final words
DesignDesignerMockups of the key pagesThe client approves the design in writing
BuildDeveloperThe site on a test linkEvery page is built
Quality checksTesterThe filled-in checklistEvery item is ticked
LaunchDeveloperLaunch notes and a list of loginsThe site is live and checked again
HandoverProject leadThe handover notes for the clientThe client has their logins

Your client doesn't need to see every row. For the stages as the client sees them, see the web design process, stage by stage.

Each stage also has small tasks under it. For the tick list for each phase, see the website project management checklist.

DeskTeam360 offers a free tool for handing off tasks: the Ultimate Task Delegation Template. It counts website builds among those tasks, and you get it by entering your email.

Get the free Task Delegation Template

How do you write a web design agency process down?

Start from a build that went well and write down what happened, in order. Then shape that list into stages you can repeat.

  1. Pick a recent client build that went well, and list each thing that happened, in order.
  2. Group the list into stages, and give each stage a plain name.
  3. Give each stage one owner. Name the role, such as designer or developer, so the template still works when people change.
  4. For each stage, name the file it makes and the folder where it's saved.
  5. Add the client's part: what you need from them, and the yes that closes the stage.
  6. Run the next build from the template, then fix the rows that didn't fit.

Keep the template in one shared place, with the date of the last change at the top. When a stage changes, change the template too, so the next build starts from the newest copy.

The template sets the order. The work inside each stage is a process of its own. For the production stages inside the team, see the website development process.

For a free way to hand off the tasks in each stage, get DeskTeam360's Ultimate Task Delegation Template. Website builds are named in the work it fits, and an email address gets you a copy.

Get the free Task Delegation Template

More on Planning the build

Sources

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

What changed

  • : Page first published.