BETA This playbook is in BETA, we think it’s good enough to be useful right now, but there are gaps that need filling – your feedback will help us to improve it.

Start with the user's need

Before creating or changing a form, ask:

  • What is the user trying to do?
  • Is a form the best solution?
  • Can the user complete their task more simply?
  • Are we collecting only the information we genuinely need?

If a question does not support the service outcome, remove it.

Use plain English

Write questions and instructions using everyday language.

Do

  • Use common words.
  • Use short sentences.
  • Explain unfamiliar terms.
  • Write at a reading level suitable for a wide audience.

Avoid

  • Jargon
  • Internal terminology
  • Legal language where simpler wording will do
  • Unexplained acronyms

Example

  • Avoid: Submit supporting documentation
  • Use: Upload your documents

One question at a time

Each question should ask for one thing only.

Avoid

Tell us about your home address and living arrangements.

Use

  • What is your address?
  • Who lives with you?

Put the question in the label

Users should understand what information is needed without relying on surrounding text.

  • Avoid: Title
  • Use: What is your job title?

Keep instructions short

Provide only the information users need to answer the question.

Long explanations create barriers.

If additional detail is needed:

  • Use help text
  • Provide examples
  • Link to guidance

Use examples

Examples help users understand what is expected.

  • National Insurance number
    • For example: QQ123456A
  • Date of birth
    • For example: 31 March 1985

Explain why you are asking

Where information may feel personal or unexpected, explain why it is needed.

Example: We use your email address to send updates about your application.

Make optional fields clear

If you ask for optional information:

  • In most contexts, add ‘(optional)’ to the labels of optional fields
  • For radios components and checkboxes components, add ‘(optional)’ to the legend

Never mark mandatory fields with asterisks.

Write useful error messages

Error messages should:

  • Explain what is wrong
  • Explain how to fix it
  • Appear close to the question

Avoid: Invalid information

Use: Enter your postcode in the correct format, for example TA1 1AA

Use logical question order

We aim to structure forms in a logical order. However, we may ask a key question earlier if the answer could end the journey, so users do not have to complete unnecessary questions.

Arrange questions in a way that feels natural.

A good structure is:

  • Introduction
  • Personal details
  • Main questions
  • Supporting information
  • Review and submit

Ask only what is needed

Every question creates effort for users.

Before adding a question ask:

  • Do we already have this information?
  • Is it essential?
  • Will it be used?

If not, remove it.

Avoid unnecessary free-text questions

People find free-text boxes harder to complete.

  • Use structured answers where possible.
  • Only use free text when users genuinely need to explain something in their own words.

Support accessibility

Forms should work for all users.

Check that:

  • Labels are clear.
  • Instructions are easy to understand.
  • Questions make sense out of context.
  • Information is not conveyed through colour alone.
  • Error messages are meaningful.
  • Acronyms are explained.
  • Complex language is avoided.

Review before publishing

Before publishing:

  • Check spelling and grammar.
  • Check plain English.
  • Test the user journey from start to finish.
  • Remove duplicate or unnecessary questions.
  • Check accessibility.
  • Ask whether every question still needs to be there.

Golden Rule

important

Make forms as easy to complete as possible. Every question should have a purpose, every instruction should help the user, and every form should be clear, accessible and focused on the user’s task.

Last reviewed: October 15, 2026 by Jennifer

Next review due: April 15, 2027

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