Build a Website Playbook Your Team Actually Uses

Document how your site runs so anyone on your team can brief updates without chaos.

7 min read
Liam Orrill
Build a Website Playbook Your Team Actually Uses

When only one person knows how your site works, updates stall. A short, structured playbook gets every teammate aligned without bloating your to-do list.

What to include

  1. Tech overview: explain that the site is built in Astro, deployed via Cloudflare Pages, and performance-tested.
  2. Update paths: outline when to use the Fernside CMS and when to submit a support ticket.
  3. Approval rules: state who signs off copy, design, and analytics changes.
  4. Asset inventory: list where logos, photography, and testimonials are stored.

Format ideas

  • A single Notion or doc page with anchored sections.
  • Embedded Looms showing how to edit the CMS or brief a new component.
  • A printable checklist for people who prefer offline workflows.

Sample checklist

[ ] Clarify the desired outcome and deadline
[ ] Gather all copy, imagery, and links
[ ] Decide if it’s a CMS edit or ticketed task
[ ] Reference the relevant page (URL + screenshot)
[ ] Log success metrics to review later

Keep it visible

  • Link the playbook inside your CMS dashboard.
  • Mention it during onboarding for new team members.
  • Review it quarterly alongside your site performance report.

Outcomes you’ll notice

  • Faster approvals because everyone follows the same system.
  • Cleaner analytics as updates are documented and measured.
  • Less stress when someone is on leave—any teammate can action the basics.

Want help assembling it?

We can facilitate a short workshop, map your workflows, and provide a branded playbook template as part of a Studio Site engagement. Get in touch if you’d like Fernside to lead the process.

Tags
website ops documentation team alignment
Liam Orrill

Liam Orrill

Founder of Fernside Studio. Builds conversion-led websites for SMB teams.

Need Help with Your Website?

Fernside Studio specialises in minimal, high-performance websites that convert. Based in the Midlands, serving businesses across the UK.

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