Guides and Templates

Web design project plan template

Ensure you plan the key marketing activities for your new site project

About this guide

Our template is based on real plans used to plan and manage progress on web projects. It's mainly intended for client-side marketers, but will also be useful as a cross-check for web design agencies to review the activities they manage.

Guide structure 

  • Step 1: Plan - Define resource, customer research, analytics audit, Digital asset management, UX evaluation
  • Step 2: Reach - SEO, Landing pages, newsletters, marketing campaigns
  • Step 3: Act - Design and copywriting, customer profiling
  • Step 4: Convert - UX testing, surveys, customer service, A/B testing
  • Step 5: Engage - Content strategy, Social Media integration

How will this web project planning template help me?

Our template is based on real plans used to plan and manage progress on web projects. It’s mainly intended for client-side marketers, but will also be useful as a cross-check for web design agencies to review the activities they manage.

For complex web projects we recommend using Microsoft Project or similar project planning software. But for simple projects Excel can be easier to apply.

Even if you are using project planning software our template will still give you a checklist to review the key activities that need to be managed.

Who is this for?

Account managers and directors in agencies who are looking to save time by using a template for a web design plan.

Resource Details

About the author

Jill is the Founder of Quick Marketing Consultancy Limited, providing strategic marketing and tactical business support for B2B and B2C businesses, mainly in the services sector. You can follow her on Twitter or connect on LinkedIn

What does the planning template include?

The template was originally developed by Jill when she was working as a client-side marketer, so it doesn’t only include web site design and build activities, but also marketing activities. It doesn’t give a detailed technical breakdown of development activities.

The template is based around the PRACE framework, relating the site to the customer management activities that a website can support, i.e. Reach, Act, Convert Engage.

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