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

Your ready to use project plan for new website builds

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Web design project plan template

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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.

About the Web design project plan template

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.

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
Look Inside the Web design project plan template

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Like all Smart Insights' resources, our Web design project plan template includes our "practical" promise to you: Unlike other sites—that just give you research—we only deal in practical, actionable, insight-driven resources that you can use to guarantee success on your projects TODAY.

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Agency Growth and Management Toolkit

The Web design project plan template is part of Smart Insights Agency Growth and Management Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 7 other resources in the toolkit.

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  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

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