Resources
Free checklists, templates and planning guides
Use these practical resources to plan your project, prepare a brief and compare proposals. Each one is a full web page you can read, print or save as PDF from your browser.
Website Project Planning Checklist
A step-by-step checklist to plan a business website: goals, audience, pages, content, features, technical setup, budget and timeline.
Mobile App Development Planning Checklist
Plan your business mobile app with confidence: users, journeys, features, platforms, admin panel, integrations, store requirements and budget.
Custom Software Requirements Document Template
A practical requirements document template for custom software projects, with sections, prompts and examples you can copy into your own document.
Business Website Launch Checklist
Everything to check before and after launching a business website: content, forms, mobile, speed, SEO, redirects, security, analytics and backups.
AI Automation Readiness Checklist
Assess whether your business is ready for AI automation: identify tasks, check data, evaluate risk, estimate value and plan a pilot.
CRM and ERP Selection Guide
Understand the difference between CRM and ERP, decide which you need first, and evaluate ready-made versus custom options with a scoring framework.
E-commerce Website Planning Guide
Plan an online store step by step: business model, catalogue, platform choice, payments, shipping, tax, operations, marketing and launch.
Cloud Hosting and Deployment Checklist
A checklist for hosting and deploying websites and applications: environment setup, security, deployment process, monitoring, backups and cost control.
Website Performance Audit Checklist
Audit your website speed step by step: measurement, Core Web Vitals, images, scripts, fonts, caching, hosting and ongoing monitoring.
Software Development Budget Planning Guide
Plan a realistic software development budget: cost drivers, phasing, pricing models, hidden costs, contingency and ongoing maintenance.
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