Onboarding Checklist
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 preferable: .AI, .EPS, .SVG), PNG/JPG versions; brand colors; brand fonts; branding style guide if you have one. | | Content | Text for each page (Home, About, Services, Contact, etc.); any images/videos you want included; bios, descriptions, client testimonials. | | Domain & Hosting Access | Registrar login; DNS access; preferred host credentials; FTP or hosting control panel access (if we’re managing content/uploads). | | Design Preferences & Inspiration | Links to websites you like; preferred color palettes; mood board or examples of visual style; things you *don’t* like. | | Functionality Requirements | Any special functions needed (forms, e-commerce, bookings, blog, integrations); third-party services or APIs; mobile responsiveness expectations. | | User Information | Names, roles, contact info for people who will give feedback; communication preferences (email, meeting, etc.); access to any shared drives. | | Timeline & Expectations | Desired launch date; milestones you expect; turnaround time for feedback; your availability. | | Legal, Policies & Branding Assets | Copyright info; privacy policy / terms (if applicable); existing brand guidelines; trademarked materials. |
Optional Enhancements
These are helpful but not strictly required for kickoff:
- SEO keyword ideas or list
- Existing analytics access (Google Analytics, Search Console)
- Existing website content for reference
- High-quality stock images or brand-photo shoot assets