01 Tools & Checklist

Get one project ready before you talk to anyone about it

Choose the project you are working on right now. Each context has a checklist that names what has to be ready, and a worksheet that turns the material you already hold into something usable. Both are complete on this page.

Two kinds of unit
01
Checklist
Names what has to be ready, and ends with a plain readiness condition.
02
Worksheet
Organises material you already hold into one output you can use in a conversation.

5 contexts, one of each per context, 10 in total.

  • 5Project contexts
  • 10Complete units
  • 0Downloads
  • 0Fields collected

Working through anything here does not create an enquiry, confirm fit, reserve time, or establish scope, and it sends nothing to Fazen. Whatever you write stays with you.

02 Choose

Start with the project you are actually working on

Five preparation contexts. Pick the one in front of you now, and the snapshot below reads that context only.

Not after a guided start? The full index lists all five packs and all 10 units, and every pack is open from there without choosing anything here.

03 Snapshot

Five preparation signals for Brand

Mark what is already true. Anything left unmarked is what the checklist below is for.

  1. 01
  2. 02
  3. 03
  4. 04
  5. 05

The next thing to prepare is objective and audience. You can name what the brand has to achieve this year and who has to believe it.

Marked ready: 0 of 5

Nothing here is saved or sent. These marks live in this browser tab only and go when you reload. There is no score, and no result is produced for anyone but you.

04 Index

Five packs, 10 units, one page

What each pack asks you to bring, what you end with, and where it sensibly leads. Open any of them without choosing a context first.

  1. 01

    Brand preparation pack

    Building or rebuilding a brand from the ground up.

    • Action checklistBrand readiness checklist
    • Decision worksheetBrand direction brief
    Have ready
    Anything that already describes the business: current logo files, an old deck, your prices, and the last three things you told a customer.
    You end with
    A written set of ready inputs, a named list of gaps, and a one-page direction brief you can hand to anyone.
    Then
    The website or launch pack once the direction is settled, or the Guides hub while it is not.
  2. 02

    Website preparation pack

    Building, rebuilding, or replacing a website.

    • Action checklistWebsite readiness checklist
    • Decision worksheetWebsite content architecture brief
    Have ready
    The current site if one exists, the domain and hosting logins and whoever holds them, existing page text, product or service facts, and your legal text.
    You end with
    A page-by-page brief with an owner against every dependency, plus a written list of what is still missing.
    Then
    The launch pack once a date exists, or Project Inquiry when the material is ready to review.
  3. 03

    Social Media preparation pack

    Preparing a period of content rather than a single post.

    • Action checklistSocial media readiness checklist
    • Decision worksheetSocial media content direction brief
    Have ready
    Your last two months of posts, whatever did unusually well or badly, your brand files, and any photo or video you already own.
    You end with
    A content direction sheet: the themes, the material behind each one, the format they publish in, and the gaps a month would expose.
    Then
    The brand pack when the themes keep contradicting each other, or the Guides hub for method.
  4. 04

    Presentation preparation pack

    Preparing a deck that has to carry a decision.

    • Action checklistPresentation readiness checklist
    • Decision worksheetPresentation narrative brief
    Have ready
    The existing deck or its outline, the numbers you intend to show and where each came from, your brand files, and any template your audience requires.
    You end with
    A narrative brief: the statement per slide in order, the evidence behind each, and everything still unverified.
    Then
    The brand pack when the deck cannot be made to look like the business, or Project Inquiry once the content is frozen.
  5. 05

    Launch preparation pack

    Preparing a dated launch across more than one channel.

    • Action checklistLaunch readiness checklist
    • Decision worksheetLaunch plan brief
    Have ready
    Your offer facts and price, the channel accounts you already run, the assets you hold today, and every date you cannot move.
    You end with
    A launch plan sheet with the sequence, the channel assets, and every dependency named with an owner and a date.
    Then
    The website or social media pack when a channel is not ready, or Project Inquiry once the plan is complete.

Every unit is written out in full below. Nothing on this route opens a file, a store, or an account.

05 Packs

All 10 units, complete on this page

One action checklist and one decision worksheet per context. Work through the checklist first, then use the worksheet to organise what it surfaced.

Ticks are for this visit only. Nothing is saved, nothing is sent, and reloading clears them.

05.01

Brand

Building or rebuilding a brand from the ground up.

Have readyAnything that already describes the business: current logo files, an old deck, your prices, and the last three things you told a customer.

Action checklist

Brand readiness checklist

Start fromYou are considering a new brand or a rebuild, and you have not yet written down why.

  1. 01Objective and audience
  2. 02Offer facts
  3. 03Existing material and constraints
  4. 04Priorities and ownership
Ready when

Ready when the objective, the audience, the offer facts, the existing material, and the approval owner all sit in one place, and every remaining gap is written down as a gap rather than guessed at.

Next: Take the same material into the brand direction brief below.

Decision worksheet

Brand direction brief

BringThe checklist above is worked through, and the material you gathered is in one folder.

  1. 01The business in one paragraph

    Write what the business does, for whom, and what it charges, using only facts you could prove today.

    If a sentence needs a claim you cannot evidence, cut the sentence.

  2. 02The decision the brand has to support

    Write the single decision a customer makes, and where the brand meets them while they make it.

  3. 03What already works

    List the existing brand elements you would defend, with one line each on why you would defend them.

  4. 04What is failing

    List what is not working today, and the situation where you noticed it.

    Describe the situation, not the fix. Choosing the fix is a later conversation.

  5. 05Constraints

    Write the fixed dates, the locked assets, the budget ceiling, and the approvals that cannot be skipped.

  6. 06Open questions

    List what you do not know yet, and who inside the business could answer it.

You end with

One page, in your own words, that briefs any designer or writer on the same facts. It is your material organised. It is not positioning, and it is not a creative direction.

Next: Move to the launch pack if a date is fixed, or read the Guides hub while the positioning question is open.

05.02

Website

Building, rebuilding, or replacing a website.

Have readyThe current site if one exists, the domain and hosting logins and whoever holds them, existing page text, product or service facts, and your legal text.

Action checklist

Website readiness checklist

Start fromYou know a site is needed, and you have not yet written down what it is for.

  1. 01Objective and structure
  2. 02Source material
  3. 03Legal and factual boundaries
  4. 04Access and ownership
Ready when

Ready when the objective, the page list, the source material, the legal text, and every access dependency have a named owner, and the unknown items are listed rather than assumed.

Next: Organise the same material with the website content architecture brief below.

Decision worksheet

Website content architecture brief

BringThe website checklist is worked through, and the material you gathered is in one folder.

  1. 01Site objective

    Write what the site has to achieve, and the one visitor action that proves it.

  2. 02Page list, in reading order

    List every page in the order a first-time visitor meets them, and mark each as new, rewritten, or carried over.

    Carried over means the current text is factually correct, not that you like it.

  3. 03Material you already hold, per page

    For each page, list the text, images, and facts you already have, and what is missing.

  4. 04Facts that need confirming

    List every number, date, price, and claim that someone has to verify before it is published.

  5. 05Technical dependencies

    List the domain, hosting, email, forms, booking, payment, and analytics the site has to work with, and who controls each one.

  6. 06Left out of this version

    Write what the site does not need to do this time.

    This is a note to yourself. It is not a scope agreement with anyone.

You end with

A page-by-page brief showing what exists, what is missing, and who owns each dependency. It organises your material. It is not web copy, and it is not a technical specification.

Next: Move to the launch pack if a date is fixed, or the Guides hub while the page argument is unresolved.

05.03

Social Media

Preparing a period of content rather than a single post.

Have readyYour last two months of posts, whatever did unusually well or badly, your brand files, and any photo or video you already own.

Action checklist

Social media readiness checklist

Start fromYou know you need content, and you have not yet decided what it is for.

  1. 01Objective and audience
  2. 02Platform and format
  3. 03Material and assets
  4. 04Approval and rhythm
Ready when

Ready when the objective, the platforms, the primary formats, the themes, the usable assets, and the approver are written down, and every piece of material without permission is marked unusable.

Next: Organise the same material with the social media content direction brief below.

Decision worksheet

Social media content direction brief

BringThe social media checklist is worked through, and your existing assets sit in one place.

  1. 01What the content is for

    Write the objective and the audience, in two sentences.

  2. 02Themes from work you already do

    List each recurring theme, and beside it the real work or knowledge it comes from.

    A theme you cannot source from something you already do will not survive a busy month.

  3. 03Material inventory, per theme

    For each theme, list the photos, footage, screenshots, or writing you already hold.

  4. 04Format and cadence

    Write the platform, the primary format, and how many pieces per week each theme has to produce.

  5. 05Permission and claims

    List every asset that needs a client's permission, and every claim that needs review.

  6. 06Gaps

    List what a month of this would run out of, and what would have to be produced.

You end with

A content direction sheet with themes, the material behind each, the format they publish in, and the gaps. It organises what you already have. It is not a campaign strategy, and it is not written copy.

Next: Move to the brand pack if the themes keep contradicting each other, or continue in the Guides hub.

05.04

Presentation

Preparing a deck that has to carry a decision.

Have readyThe existing deck or its outline, the numbers you intend to show and where each came from, your brand files, and any template your audience requires.

Action checklist

Presentation readiness checklist

Start fromA presentation is scheduled or expected, and the content is spread across notes, files, and memory.

  1. 01Objective and audience
  2. 02Source content
  3. 03Structure
  4. 04Assets, platform, and review
Ready when

Ready when the objective, the audience, the slide order, and the source of every number are written down, the facts have a named approver, and any figure still unverified is marked as unverified.

Next: Organise the same material with the presentation narrative brief below.

Decision worksheet

Presentation narrative brief

BringThe presentation checklist is worked through, and your existing content sits in one file.

  1. 01The decision and the room

    Write the decision you are asking for, and who in the room has the authority to make it.

  2. 02One line per slide, in order

    Write the deck as a list of statements, one per slide, in the order they are said.

    If two statements say the same thing, one of those slides is doing nothing.

  3. 03Evidence behind each statement

    For each statement, note the number, quote, or example that supports it, and where it came from.

  4. 04What is still unverified

    List every figure or claim with no source yet, and who can confirm it.

    Leave it unverified here. Do not fill the gap with an estimate that will be read as a fact.

  5. 05Format requirements

    Write the native format, the aspect ratio, the fonts allowed, and the template you have to use.

  6. 06The cut list

    List what you drop first if the slot is halved.

You end with

A narrative brief with the decision, the statement per slide in order, the evidence behind each, and what is still unverified. It organises the content you brought. It does not research, verify, or add slides.

Next: Move to the brand pack if the deck cannot be made to look like the business, or continue in the Guides hub.

05.05

Launch

Preparing a dated launch across more than one channel.

Have readyYour offer facts and price, the channel accounts you already run, the assets you hold today, and every date you cannot move.

Action checklist

Launch readiness checklist

Start fromA launch has a rough date, and the moving parts are not yet in one list.

  1. 01Objective and offer
  2. 02Channels and assets
  3. 03Timing and dependencies
  4. 04Ownership and stop rule
Ready when

Ready when the objective, the offer facts, the channel list with its assets, every dependency with an owner and a latest date, and the approval owner all sit in one list, and each unfinished item is marked unfinished rather than assumed done.

Next: Organise the same material with the launch plan brief below.

Decision worksheet

Launch plan brief

BringThe launch checklist is worked through, and every date and dependency is in front of you.

  1. 01What is launching, and why now

    Write the offer and the reason for the date, using facts you can already support.

  2. 02Channels and what each needs

    List each channel, the assets it needs, who produces them, and whether they exist today.

  3. 03The sequence

    Write the order things happen in, from the first signal to the last follow-up, with dates.

  4. 04Dependencies and owners

    List everything you are waiting on, who owns it, and the latest date it can arrive.

  5. 05What you are not doing

    Write the channels and activities you are deliberately leaving out of this launch.

    Naming this is how the plan survives the week it gets busy.

  6. 06After the launch

    Write who handles replies, orders, and questions in the first two weeks.

You end with

A launch plan sheet with the offer, the sequence, the channel list, the dependencies with owners and dates, and the exclusions. It organises your plan. It commits nobody outside your business to any part of it.

Next: Move to the website or social media pack if a channel is not ready, or take the sheet to Project Inquiry.

06 Next

Keep preparing, or bring it to a review

Both are reasonable answers. The unmarked signals in your snapshot are usually the ones that decide which.

01

Keep preparing

Something on the checklist is still open, or the material is not in one place yet. Work a second pack on this page, or read the long-form answer in Guides.

02

Review a project

The material and the decisions are ready, and you want a second read on them. A project inquiry is where I look at what you have and tell you honestly whether it is a fit.

A fit review only. It does not confirm scope, price, schedule, capacity, acceptance, or a contract.