Intake Questionnaire
Thank you for taking the time to complete this intake form. Your responses will help our team prepare for your project and ensure we understand your goals, priorities, and expectations. Most clients complete this form in about 30 minutes to an hour, depending on how much time you and your team spend discussing the questions. You can save your progress and return to the form later if needed. You do not need to have every answer finalized - best estimates are perfectly fine.
General Information
Before we begin, please tell us a little about who is completing this form. This helps our team know who to follow up with if we have any questions while preparing for the project kickoff.
Name
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First Name
Last Name
Email
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Your Library
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Project Vision & Success
In one sentence, how should your new website feel?
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Example: welcoming, modern, easy to navigate, community-focused, professional, energetic.
What are the most important messages your website should communicate?
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Please list the top 3–5 messages or themes visitors should understand after visiting your website.
If the new website is successful six months after launch, what will be different?
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Fewer customer support questions
Staff can update the website more easily
Increased attendance or participation in programs/events
Increased usage of online resources or services
Improved visibility of services or offerings
Other
What do you like about your current website?
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You can include links or screenshots if helpful.
Screenshots
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What are the biggest frustrations with your current website?
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Audience & User Needs
Who are the primary audiences for your website?
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Families
Seniors
Teens or young adults
Remote/online users
Researchers
Donors or supporters
Volunteers
Local community members
Other
If applicable, can you rank your audiences? Leave blank if equal ranking.
What are the top tasks visitors come to your website to complete?
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Please list the top 3–5 tasks.
What types of content will staff update most frequently?
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Homepage Priorities
What content or features must appear on the homepage?
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Events or programs
Search functionality (catalog or site search)
Hours and location information
News or announcements
Featured resources or services
Community initiatives or partnerships
Donations or fundraising
Featured materials or collections
Other
Rank & prioritize your selections above
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(Example 1- Events, 2- News, 3- Digital Resources, etc)
Are there seasonal promotions or recurring campaigns the homepage should support?
Examples: summer programs, seasonal campaigns, annual events, etc.
Are there community partnerships or organizations that should be highlighted?
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Visual Direction & Brand
Do you have brand guidelines or brand standards?
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Please Select
Yes
No
Brand Guidelines
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Upload the brand guideline and logo formats
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How would you describe the personality of your organization?
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Please select 3–5 words.
Are there websites you admire or would like to use as inspiration?
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Please share links and briefly explain what you like about them.
Are there design styles or elements you strongly dislike?
This helps us avoid directions that may not fit your expectations.
Do you have a shared library of photos for use on the website?
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Please Select
Yes
No
(Example: Google Drive, Dropbox, etc.)
Link to shared library of photos:
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If necessary grant access to our team by sharing with digital@stirlingbrandworks.com
Do you have any graphic elements (patterns/wallpapers/textures) available?
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Please Select
Yes
No
Upload Graphic Elements
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Link to Graphic Elements
(If the graphic elements are in a stored folder you can share access too)
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Content & Migration
Understanding the current content helps us plan the project clearly.
Approximately how many pages exist on your current website?
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A rough estimate is fine.
Which sections of your current website must be migrated to the new site?
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Please list specific sections or page groups.
Are there sections or pages that can be removed or retired?
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Who will be responsible for reviewing or updating content?
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Please Select
Library Staff
Stirling Brandworks
Shared effort between both teams
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Integrations & Functionality
What external systems does your website connect to?
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ILS / Catalog
Event registration software
Room reservation software
Payment/donation system
Newsletter platform
Other
Do you plan to change any of these systems during the project?
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If yes, please provide details.
Have any integrations changed since your current website was built?
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Accessibility & Compliance
Are there accessibility goals beyond standard ADA or WCAG compliance?
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Do you currently receive accessibility questions, compliants, or feedback from users?
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Please Select
No
Yes
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Content Management & Training
Approximately how many team members will need editing access to the website?
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What is your current content approval or publishing process?
What level of CMS training would be most helpful?
Basic Page Editing
Post Management
Homepage Management
Full CMS Training Session
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Future Considerations
Are you planning major new sections or structural changes beyond your current site?
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Are there future features or improvements you are considering for a later phase?
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Additional Files or Materials (Optional)
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If there are any additional documents or resources that may help our team understand your organization, please upload them here. Examples might include marketing collateral, reports, content documents, or other reference materials that were not included elsewhere in this form.
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Is there anything else you would like our team to know before we begin planning the project?
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