Examples
Three formats, ready for your material.
The three formats a project hands over, drawn full size. What you receive is adapted to your process and carries your material.
An intake questionnaire flow
Five fields in the order a service business usually needs them. Each field carries its own guidance, so the client knows what a useful answer looks like before typing.
Intake questionnaire
- What should this project achieve? A sentence is enough; the follow-up questions dig where it matters.
- What already exists? Documents, content, access or earlier work the project should build on.
- What is still missing? Anything you know you cannot supply yet.
- Which answers matter most? The priorities the scope should respect first.
- When does the result need to be usable? A date, an event, or “when it is ready”.
A closing summary lets the client check the answers before they reach you.
A requirement map
The same answers, regrouped under the parts of the project they affect. Reading the map is how the scope gets reviewed before a price is fixed.
Goals
What the project should achieve
What success looks like
Materials
What exists already
What is still missing
Constraints
Limits the work must respect
Answers needing a follow-up
Priorities
What matters first
What can wait
The summary page
The whole intake condensed into one page: the brief you read before you commit to a scope and a price.
Summary page
- The goal in the client’s own words
- What exists and what is missing
- Constraints the scope must respect
- Priorities and timeline
- Answers that still need a follow-up
One page, five readings of the same answers.