Nonprofit Client Website Worksheet

Nonprofit Website Strategy Worksheet

Step 1 of 4


  • Thank you for allowing us to serve you best.

    This is your opportunity to tell us why you need a website and what the website should achieve. The more information you give us here, the better the solution we will be able to provide. If a question is not relevant, simply input N/A. We will send you a copy of this form via email for your future use.

  • Organization Snapshot

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  • What are we doing? Website Goals:

    Give us your main reasons for needing a website

    It’s helpful to set SMART goals as it keeps all of us on the same page and moving in the same direction. Smart goals are Specific, Measurable, Achievable, Relevant and Time-bound.

    With this in mind, what are the top 5 needs of your organization from your new website?

    Example: 20% increase in sponsorships in 6 months, 30% increase in membership this year, reduce admin costs by 15% in 3 months; increase our credibility online to increase the signup rate by 5%; look professional to clients, visitors and/or investors; create a modern & professional avenue to express our products or services; become the authority in our industry/marketplace; have a mobile-friendly website.

  • A Sitemap is a “map” of what your website is compiled of, that is, a list of all the menu titles and page titles you want on your website and how they link together. Click Here to see an example of a sitemap.
  • With respect to content only (not website structure or layout)

    Example: Will you constantly require timetable changes, shareholder agreements to be uploaded, blog posts to be made, pictures to update, etc.

  • Website content means: all the words, tables, forms, images, etc.

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  • Who Are We Doing This For?

  • For example, research of product information, get contact details, ask questions about services, pricing, etc.
  • Design Concept

  • Competitors

    Please show us the websites of your main competitors so we know how we can compete.

  • Your Top 3 Favorite Websites

    List your top 3 websites that you LOVE the look, functionality, design and/or feel of and would love your website to be inspired or emulated from.
    Please copy and paste the web address from the browser so it includes the “http://” before the www.

  • Stock Photography is downloaded from databases for a fee. It allows us to legally use other people’s photography – saving the significant investment required to hire a photographer.

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  • Project Budget and Timeline

  • Please keep in mind that we treat your website as a powerful tool to generate you more credibility, more audience reach, more leads, more clients, more revenue, or more profit. We strive to ensure you will see a positive return from any investment you make with us.
  • What Does Success Look Like?

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