Project guides
Plan the work
before you start
Decisions, checklists and examples for your next website, AI workflow, integration or video.
Before you add AI to a workflow
Test an AI task against your current process. Check the errors, human review and cost before deciding to build.
What to agree before a code review
Choose the code to examine, the question to answer and what the findings should include.
Plan the handoff from a form to your CRM
Plan where each form field goes, how to handle failed transfers and who takes over after launch.
Improve or rebuild your website?
Decide whether your website needs a focused fix, a redesign or a rebuild. Use the evidence and a practical checklist to compare proposals.
A data migration checklist for business systems
Plan a move between CRMs or applications: map fields, reconcile records, test relationships and agree the switch and rollback before moving live data.
How to write a product video brief
Brief a product demo, explainer or launch video: audience, message, source material, formats and approvals. Includes a free downloadable template.