Blank wayfinding plaques arranged in a branching hierarchy

Machine Shop Website Navigation Planning Kit

Map the routes buyers need before reorganizing your website. This free planning kit helps connect buyer questions, page destinations, menu labels and inquiry steps in one practical worksheet.

Blank wayfinding plaques arranged in a branching hierarchy
A useful label should help a visitor predict the destination.

Download the free navigation planning kit

The ZIP contains a self-contained HTML worksheet and a short instruction file. Extract it, open the HTML file in a browser, and complete it locally. There is no signup or submission form.

What you can plan

Use the worksheet to describe your priority audience and the tasks they need to complete. Record six buyer routes, including each starting page, question, first-click expectation, destination, next action and owner. This makes it easier to distinguish a missing page from an existing page that is difficult to find.

The label register gives you a place to compare current wording with proposed wording and explain the reason for each change. Use the page-placement questions to decide whether a destination belongs in the main navigation, within a capability hub or as a contextual resource.

A task-test record helps capture the device, starting page, observed route, hesitation and result. The release checklist covers links, mobile controls, keyboard operation, page context and RFQ handoffs. These are planning prompts, not an automatic accessibility or SEO certification.

How to use it with your team

Start with one public page and a real buyer question. Ask sales or estimating what information is usually needed next. Find the page that owns that answer and record its approved scope. If the content does not yet exist, mark it as a gap rather than inventing a destination.

Choose a reviewer who has not designed the route. Give them the task without explaining the menu. Record where they go and what they expect. After a change, repeat the same task and compare the observed behavior. Keep test notes separate from assumptions about revenue or lead quality.

Assign a content owner and an implementation owner. Record any changed URLs and the link or redirect work they require. Complete the live checks after the changes are published.

Save your work before closing

Entries are not automatically saved or sent to KriXis. Use the worksheet's Print / Save to PDF button before closing or refreshing it. Review the saved output before sharing it, and keep confidential customer or project information out of the worksheet.

The file works without an external script or account. Your browser's local print dialog controls PDF saving; the worksheet does not upload your answers or generate a hosted report.

Download the free navigation planning kit

Read the method or discuss a review

Use the machine shop website navigation guide for examples of labels, capability hubs, mobile menus and task testing. For help choosing what the linked destination should contain, see the capability page blueprint.

If you want to discuss your public pages and priority buyer tasks, visit the website navigation review page. You can send a non-confidential brief by email and agree the scope before any implementation work.