The playbook
Website Localization: Template and Field Guide
This website localization template turns a broad task into a record another person can use. It captures locale, page, local requirement, then connects that information to a decision. Copy the table into your working document or system and create a separate record for each item in scope.
Put the task in context
Check translated content in the actual layout, including longer headings and form errors. Review local contact expectations, date formats, currencies, and service availability. Have a fluent reviewer complete the main task from entry through confirmation.
Copyable worksheet
| Field | Entry instructions |
|---|---|
| locale | Record the locale associated with this page or interaction record. Use a stable reference so later updates can be matched. |
| page | Record the page associated with this page or interaction record. Keep the value specific enough for another owner to interpret. |
| local requirement | Record the local requirement associated with this page or interaction record. Keep the value specific enough for another owner to interpret. |
| reviewer | Record the reviewer associated with this page or interaction record. Keep the value specific enough for another owner to interpret. |
| Decision field | Entry instructions |
|---|---|
| Observed problem | Describe the actual condition and where it was observed. |
| Recommended action | State the smallest action that resolves the documented problem. |
| Evidence | Link to the record, observation, or test supporting the action. |
| Owner and next review | Name the accountable person and when the decision should be revisited. |
How to complete the worksheet
Begin with locale. Use the same reference throughout the record so notes are not attached to the wrong item. Then translate meaning and business context rather than isolated words. This establishes the information required before the worksheet becomes a request for action.
Next, check dates addresses currencies and layout expansion. Use the observed problem and evidence fields to explain why that step is needed. A useful entry describes an actual condition, such as translating text while leaving the buying journey inappropriate, rather than a broad instruction to “improve performance.”
Finally, review forms and support expectations in the target locale. Put validate the complete experience with a fluent reviewer in the action field only when it addresses the observed condition. If the problem is different, change the action. The template is a structure for judgment, not a reason to apply the same fix everywhere.
Illustrative completed decision
| Part | Illustrative entry |
|---|---|
| Problem | Translating text while leaving the buying journey inappropriate |
| Action | Validate the complete experience with a fluent reviewer |
| First check | Translate meaning and business context rather than isolated words |
| Follow-up check | Review forms and support expectations in the target locale |
| Outcome to define | localized journeys completed |
Adapt the fields without losing meaning
You can add fields required by your team, but each should change a decision or preserve necessary context. Keep factual observations separate from recommendations. If page changes, record the new value and its effective date instead of silently rewriting the context of an earlier decision.
Use the record in a handoff
Ask the receiving owner to explain the next action using only the worksheet. Missing context becomes visible quickly during that exercise. Repair the record before applying the structure to a larger batch. Keep localized journeys completed connected to the item so the team can later assess whether the action was useful.
Verify the actual visitor journey on a narrow screen and with a keyboard. A design can look complete while hiding an unreachable control or a missing confirmation. Record the task attempted and what happened at the end.
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