Onboarding Checklist: Difference between revisions
76dssupport (talk | contribs) Created page with "= Onboarding Checklist = This page is your go-to guide to preparing everything we’ll need for your project with 76 Design Solutions. Use this checklist to gather materials, approvals, assets, and information. The better prepared you are, the smoother and faster the project goes. == How to Use This Checklist == # Copy this checklist into a document you can edit (Google Docs, Word, etc.). # Fill in or check off each item below. # Provide any files or details in sh..." |
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Here are the essential items to gather before your project’s kickoff: | Here are the essential items to gather before your project’s kickoff: | ||
| Category | {| class="wikitable" | ||
|- | ! Category !! Details / Examples | ||
| Branding & Identity | Logo files (vector | |- | ||
| Content | Text for | | '''Branding & Identity''' || Logo files (vector: .AI, .EPS, .SVG), PNG/JPG versions; brand colors; brand fonts; branding style guide if available | ||
| Domain & Hosting Access | Registrar login; DNS access; | |- | ||
| Design Preferences & Inspiration | Links to websites you like; preferred color palettes; mood board | | '''Content''' || Text for all pages (Home, About, Services, Contact, etc.); images/videos you want included; bios, descriptions, client testimonials | ||
| Functionality Requirements | Any | |- | ||
| User Information | Names | | '''Domain & Hosting Access''' || Registrar login; DNS access; hosting credentials; FTP or control panel access (if relevant) | ||
| Timeline & Expectations | Desired launch date; milestones | |- | ||
| Legal, Policies & Branding Assets | Copyright | | '''Design Preferences & Inspiration''' || Links to websites you like; preferred color palettes; mood board; examples of visual style or things you '''don’t''' like | ||
|- | |||
| '''Functionality Requirements''' || Any features needed (forms, e-commerce, booking, blog); third-party integrations or APIs; mobile responsiveness | |||
|- | |||
| '''User Information''' || Names & roles of stakeholders; contact info; communication preferences; access to shared drives or asset folders | |||
|- | |||
| '''Timeline & Expectations''' || Desired launch date; project milestones; expected turnaround time for feedback; your availability | |||
|- | |||
| '''Legal, Policies & Branding Assets''' || Copyright, trademarked assets; existing privacy policy or terms; any existing brand guidelines or legal considerations | |||
|} | |||
== Optional Enhancements == | == Optional Enhancements == | ||
| Line 31: | Line 40: | ||
* SEO keyword ideas or list | * SEO keyword ideas or list | ||
* Existing analytics access (Google Analytics, Search Console) | * Existing analytics access (Google Analytics, Search Console) | ||
* | * Reference material from your existing site | ||
* High-quality stock images or | * High-quality stock images or professional photo shoot assets | ||
== Related Pages == | == Related Pages == | ||
| Line 43: | Line 52: | ||
[[Category:Onboarding Checklist]] | [[Category:Onboarding Checklist]] | ||
[[Category:Before Kickoff]] | |||
[[Category:Getting Started]] | [[Category:Getting Started]] | ||
Latest revision as of 16:06, 11 March 2026
Onboarding Checklist
This page is your go-to guide to preparing everything we’ll need for your project with 76 Design Solutions. Use this checklist to gather materials, approvals, assets, and information. The better prepared you are, the smoother and faster the project goes.
How to Use This Checklist
- Copy this checklist into a document you can edit (Google Docs, Word, etc.).
- Fill in or check off each item below.
- Provide any files or details in shared folders or by email as agreed.
- Share the completed checklist with your 76DS project lead so we can review and begin work.
What You’ll Need
Here are the essential items to gather before your project’s kickoff:
| Category | Details / Examples |
|---|---|
| Branding & Identity | Logo files (vector: .AI, .EPS, .SVG), PNG/JPG versions; brand colors; brand fonts; branding style guide if available |
| Content | Text for all pages (Home, About, Services, Contact, etc.); images/videos you want included; bios, descriptions, client testimonials |
| Domain & Hosting Access | Registrar login; DNS access; hosting credentials; FTP or control panel access (if relevant) |
| Design Preferences & Inspiration | Links to websites you like; preferred color palettes; mood board; examples of visual style or things you don’t like |
| Functionality Requirements | Any features needed (forms, e-commerce, booking, blog); third-party integrations or APIs; mobile responsiveness |
| User Information | Names & roles of stakeholders; contact info; communication preferences; access to shared drives or asset folders |
| Timeline & Expectations | Desired launch date; project milestones; expected turnaround time for feedback; your availability |
| Legal, Policies & Branding Assets | Copyright, trademarked assets; existing privacy policy or terms; any existing brand guidelines or legal considerations |
Optional Enhancements
These are helpful but not strictly required for kickoff:
- SEO keyword ideas or list
- Existing analytics access (Google Analytics, Search Console)
- Reference material from your existing site
- High-quality stock images or professional photo shoot assets