Design Phase
      Back to home
      1. Knowledge Base
      2. Onboarding
      3. Design Phase

      Onboarding: Design Brief

      A synthesis of Discovery deliverables, prepared by the Onboarder to concisely communicate requirements to the Onboarding Designer.

      As the project manager, the Onboarder will review and refine the information the customer has provided in the following deliverables to create a Design Brief (see below for template) to hand off to the project designer.

      • Design Questionnaire, including the share link to a folder of Brand Assets
      • Onboarding Menu - any features and functionalities that appear on a key page, especially ones that need to show design, i.e. how to display options on PLP Quick Add, product ribbons, etc.
      • Catalog Architecture - if site structure is changing in the immediate future, provide desired functionality to ensure it's designed, i.e. adding product swatches to a site that currently doesn't have them but plans to add.
      • App Stack Review - how the UX of key pages will need to display apps, i.e. include a Tolstoy widget on the HP, a Findation Shade Finder will need to be linked on a PDP, etc.

      Factors to specify include;

      • Cart features
        • Opt-in for Discount Code
        • Opt-in for Gift With Purchase
        • Opt-in for Gift Notes
        • Opt-in for Gift Wrapping
        • Opt-in for Upsells / Should exist product option? / Should exist a modal to select product options? 
        • Opt-in for Free Shipping message/bar

      • PDP Above The Fold features
        • Opt-in for Low Stock Message
        • Opt-in for Ribbons
        • Opt-in for Sticky Add to Cart
        • Opt-in for Subscriptions
        • Opt-in for Bundles
        • Opt-in for Upsells / Should exist product option? / Should exist a modal to select product options? 
        • Opt-in for Payment Installments
        • Make sure the product options are designed in template with default/selected/unavailable states

      • Product Grid (collection page) features
        • Opt-in for Quick Add to cart
        • Opt-in for Ribbons
        • Opt-in for Filters
        • Opt-in for Navigation
        • Opt-in for Sorting
        • Opt-in for Pagination / Load More button
        • Make sure the product options are designed in the product card with default/selected/unavailable states
        • Depending on the catalog architecture products should / should not have color swatches in product card

      • General features
        • Opt-in for Multicurrency

       

      Additionally, and very importantly, the Onboarder will include project size to define the complexity of the designer's project in terms of Nyla templates. Project size is outlined in the project agreement. 

      The resulting brief should include a clear key page-by-key page list of what features and details are required, along with information about the recommended amount of sections to be used across primary pages. The Designer will use this Design Brief to lead the Design Kick Off call, reviewing the shared  requirements and ask any further questions to understand the scope of the project and prepare for the Design process immediately following the call. 

      🗂️ Resources

       

      Next Step ➡️ Design Phase