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scoping projects                  to avoid stress, headaches and angry mobs                                               ...
Lisa Sabin-Wilson          •DESIGNER SINCE 1998          •DEVELOPER SINCE 2007          •AUTHOR: WORDPRESS FOR DUMMIES    ...
scoping....                                2013 - @LISASABINWILSONWednesday, February 20, 13
a very important phase in                 every project you do                 design &                 development       ...
If you do not have a Scoping            Phase for every single            project - prepare your self            for stres...
Eliminate             Assumptions                • Saves time                • Reduces headaches                • Avoids h...
Set             Expectations             Early             • Keeps project realistic             • Keeps projects on time ...
Document             Project             Requirements             • Ready reference point for all             • Eliminates...
NOT YOUR AVERAGE JOES   PROJECT                  HTTP://NYAJ.COM   DATE                         CLIENT                  JU...
NOT YOUR AVERAGE JOE’S   PROJECT                  HTTP://NYAJ.COM   DATE                         CLIENT                  J...
INITIAL CLIENT CONTACT                                         |                             PRE-SALES DISCUSSIONS        ...
INITIAL CLIENT CONTACT                                         |                             PRE-SALES DISCUSSIONS        ...
As the developer - YOU                  have to take charge of the                  scoping phase.                        ...
WE BUILT A SITEMAP - WHICH WAS HELPFUL...    BUT IT WASN’T ENOUGH                 2013 - @LISASABINWILSONWednesday, Februa...
WE HAD A 16 PAGE STATEMENT OF WORK    BUT IT STILL WASN’T ENOUGH           2013 - @LISASABINWILSONWednesday, February 20, 13
PSD Files Acquired.                                 DESIGN APPROVAL DONE!                                                 ...
A TOTAL OF 26 DIFFERENT PAGE VIEWS/LAYOUTS    BELIEVE IT OR NOT ... THIS WAS STILL NOT ENOUGH   2013 - @LISASABINWILSONWed...
at this point?                it is really tempting to dig                right in and start                developing thi...
the sooner you get it done...               the sooner you get paid.               the sooner you can update your portfoli...
right?                             2013 - @LISASABINWILSONWednesday, February 20, 13
What they wanted... ?                                LISA NEEDS TO START DEVELOPMENT NOW                                  ...
What they needed... ?                                         STOP ... TAKE A BREATH ...                              LISA...
eliminate               remove      obliterate assumptions.                             2013 - @LISASABINWILSONWednesday, ...
as a developer - I can                 make assumptions with                 the BEST of them                             ...
assumptions are based on               a persons own frame of               reference.                                  20...
what i see in my head will               be different from what you               see in your head.                       ...
interpretations will vary.                                     2013 - @LISASABINWILSONWednesday, February 20, 13
For example . . .                                      2013 - @LISASABINWILSONWednesday, February 20, 13
THE LANDING PAGE    THERE IS A LOT GOING ON HERE   2013 - @LISASABINWILSONWednesday, February 20, 13
i made some assumptions                             :(                                    2013 - @LISASABINWILSONWednesday...
THE LANDING PAGE    MORE PHOTOS? IT’S A SIDEBAR CAROUSEL - IT FLIPS THROUGH STAFF PHOTOSWednesday, February 20, 13
THE LANDING PAGE    THE REALITY .... THE CLIENT’S INTENTION ? ...   2013 - @LISASABINWILSONWednesday, February 20, 13
THE LANDING PAGE    THE REALITY .... IT’S A SLIDESHOW/CAROUSEL OF PHOTOS IN THE MAIN BODYWednesday, February 20, 13
a sidebar carousel               is HUGELY different               than a slideshow in the               main content area...
if i had gone with my               initial assumption without               discovering the clients               intenti...
i would have wasted time.                                     2013 - @LISASABINWILSONWednesday, February 20, 13
i would have presented                 incorrect work to the                 client.                                    20...
i would risk the client                 losing confidence in me.                                    2013 - @LISASABINWILSON...
especially if i had made                 my next assumption . . .                                      2013 - @LISASABINWI...
THE LANDING PAGE    REMEMBER THIS?           2013 - @LISASABINWILSONWednesday, February 20, 13
THE LANDING PAGE    JOIN OUR EMAIL CLUB - - LINKS TO A PAGE WITH A SUBSCRIPTION FORM - RIGHT?Wednesday, February 20, 13
THE LANDING PAGE    NOT EXACTLY - CLICK IT AND IT OPENS INLINE - NO NEW PAGE LOAD.   2013 - @LISASABINWILSONWednesday, Feb...
THE NAVIGATION MENU    LINKS TO INTERNAL PAGES?   2013 - @LISASABINWILSONWednesday, February 20, 13
THE LANDING PAGE    NOPE! IT CONTAINS A FLY OUT MENU WITH SUB NAVIGATION   2013 - @LISASABINWILSONWednesday, February 20, 13
none of this was indicated                             •INITIAL REQUIREMENTS                             •STATEMENT OF WOR...
a smart developer                             •RECOGNIZES GAPS                             •ASKS QUESTIONS                ...
i have not always been a                 smart developer                             •WASTED HOURS UPON HOURS             ...
SCOPE CREEP               where the requirements of the               project keep piling up and up               and up -...
when you have your hands                 on the approved design                 files - get into the mind of               ...
you know ....                 the person who is actually                 going to use the web site                        ...
you will do yourself and                 your client a favor if you                 start asking questions                ...
what             happens             when I click             this?                             2013 - @LISASABINWILSONWed...
how many photos             are loaded into this             carousel?             what happens when i             click “...
asking questions like             these gives the client             the chance to correct             your assumptions......
so then you can             clarify....             •HOW MANY PHOTOS?             •ARE THEY LINKED TO ANYTHING?           ...
wherever             there is an             action             indicated ...             clarify it                      ...
Never be             afraid to...             ask questions             get clarification             correct your assumpti...
Scoping             helps you             determine             which plugins to use             custom plugin development...
Doing so             shows ...             initiative             motivation to do it right             confidence         ...
but wait ....                 don’t stop at simply having                 the conversation                                ...
document it.                                2013 - @LISASABINWILSONWednesday, February 20, 13
make it part of the                 contract.                                       2013 - @LISASABINWILSONWednesday, Febr...
YOU DO HAVE                            YOUR CLIENTS                     SIGN A CONTRACT, RIGHT???                         ...
before you lay down one                single piece of code - get                your client to sign off on it.           ...
find a             method you             prefer - but             definitely             document it                       ...
•AUDIO: RECORD THE CONVERSATION        •OLD SCHOOL: SPREADSHEET        •CONCEPT SHARE        •HTTP://WWW.CONCEPTSHARE.COM ...
whatever method you                 choose to use - make sure                 you document the process                    ...
Documenting each                 element in the project                 added approximately                 2 hours.      ...
if it wasn’t documented                                           ...                                   it didn’t happen  ...
The End.                   Questions?                                THAT’S ME AT WORDCAMP PHILADELPHIA 2012 -            ...
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Scoping Projects to avoid stress, headaches and angry mobs

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Transcript of "Scoping Projects to avoid stress, headaches and angry mobs"

  1. 1. scoping projects to avoid stress, headaches and angry mobs 2013 - @LISASABINWILSONWednesday, February 20, 13
  2. 2. Lisa Sabin-Wilson •DESIGNER SINCE 1998 •DEVELOPER SINCE 2007 •AUTHOR: WORDPRESS FOR DUMMIES •CO-OWNER: WEBDEVSTUDIOS 2013 - @LISASABINWILSONWednesday, February 20, 13
  3. 3. scoping.... 2013 - @LISASABINWILSONWednesday, February 20, 13
  4. 4. a very important phase in every project you do design & development 2013 - @LISASABINWILSONWednesday, February 20, 13
  5. 5. If you do not have a Scoping Phase for every single project - prepare your self for stress, headaches and upset clients. 2013 - @LISASABINWILSONWednesday, February 20, 13
  6. 6. Eliminate Assumptions • Saves time • Reduces headaches • Avoids hard feelings • Happy client • Happy developer 2013 - @LISASABINWILSONWednesday, February 20, 13
  7. 7. Set Expectations Early • Keeps project realistic • Keeps projects on time • Avoids miscommunication • Happy client • Happy developer 2013 - @LISASABINWILSONWednesday, February 20, 13
  8. 8. Document Project Requirements • Ready reference point for all • Eliminates “he said/she said” • Provides a work flow • Happy client • Happy developer 2013 - @LISASABINWILSONWednesday, February 20, 13
  9. 9. NOT YOUR AVERAGE JOES PROJECT HTTP://NYAJ.COM DATE CLIENT JULY 2012 NOT YOUR AVERAGE JOESWednesday, February 20, 13
  10. 10. NOT YOUR AVERAGE JOE’S PROJECT HTTP://NYAJ.COM DATE CLIENT JULY 2012 NOT YOUR AVERAGE JOE’SWednesday, February 20, 13
  11. 11. INITIAL CLIENT CONTACT | PRE-SALES DISCUSSIONS | INITIAL REQUIREMENTS | Typical STATEMENT OF WORK | work flow DESIGN PROCESS | DESIGN APPROVAL | DEVELOPMENT | TESTING | GO LIVE! 2013 - @LISASABINWILSONWednesday, February 20, 13
  12. 12. INITIAL CLIENT CONTACT | PRE-SALES DISCUSSIONS | INITIAL REQUIREMENTS | New-Typical SCOPING PHASE | STATEMENT OF WORK work flow | DESIGN PROCESS | DESIGN APPROVAL | DEVELOPMENT | TESTING | GO LIVE!Wednesday, February 20, 13
  13. 13. As the developer - YOU have to take charge of the scoping phase. 2013 - @LISASABINWILSONWednesday, February 20, 13
  14. 14. WE BUILT A SITEMAP - WHICH WAS HELPFUL... BUT IT WASN’T ENOUGH 2013 - @LISASABINWILSONWednesday, February 20, 13
  15. 15. WE HAD A 16 PAGE STATEMENT OF WORK BUT IT STILL WASN’T ENOUGH 2013 - @LISASABINWILSONWednesday, February 20, 13
  16. 16. PSD Files Acquired. DESIGN APPROVAL DONE! 2013 - @LISASABINWILSONWednesday, February 20, 13
  17. 17. A TOTAL OF 26 DIFFERENT PAGE VIEWS/LAYOUTS BELIEVE IT OR NOT ... THIS WAS STILL NOT ENOUGH 2013 - @LISASABINWILSONWednesday, February 20, 13
  18. 18. at this point? it is really tempting to dig right in and start developing this bad boy. 2013 - @LISASABINWILSONWednesday, February 20, 13
  19. 19. the sooner you get it done... the sooner you get paid. the sooner you can update your portfolio. the sooner the client is happy. 2013 - @LISASABINWILSONWednesday, February 20, 13
  20. 20. right? 2013 - @LISASABINWILSONWednesday, February 20, 13
  21. 21. What they wanted... ? LISA NEEDS TO START DEVELOPMENT NOW BECAUSE WE WANT THIS DONE & LIVE IN LESS THAN 30 DAYS. 2013 - @LISASABINWILSONWednesday, February 20, 13
  22. 22. What they needed... ? STOP ... TAKE A BREATH ... LISA NEEDS TO DEFINE THE SCOPE OF THE PROJECT IN A WAY THAT TAKES QUESTIONS OUT OF THE ENTIRE DEVELOPMENT PROCESS. 2013 - @LISASABINWILSONWednesday, February 20, 13
  23. 23. eliminate remove obliterate assumptions. 2013 - @LISASABINWILSONWednesday, February 20, 13
  24. 24. as a developer - I can make assumptions with the BEST of them 2013 - @LISASABINWILSONWednesday, February 20, 13
  25. 25. assumptions are based on a persons own frame of reference. 2013 - @LISASABINWILSONWednesday, February 20, 13
  26. 26. what i see in my head will be different from what you see in your head. 2013 - @LISASABINWILSONWednesday, February 20, 13
  27. 27. interpretations will vary. 2013 - @LISASABINWILSONWednesday, February 20, 13
  28. 28. For example . . . 2013 - @LISASABINWILSONWednesday, February 20, 13
  29. 29. THE LANDING PAGE THERE IS A LOT GOING ON HERE 2013 - @LISASABINWILSONWednesday, February 20, 13
  30. 30. i made some assumptions :( 2013 - @LISASABINWILSONWednesday, February 20, 13
  31. 31. THE LANDING PAGE MORE PHOTOS? IT’S A SIDEBAR CAROUSEL - IT FLIPS THROUGH STAFF PHOTOSWednesday, February 20, 13
  32. 32. THE LANDING PAGE THE REALITY .... THE CLIENT’S INTENTION ? ... 2013 - @LISASABINWILSONWednesday, February 20, 13
  33. 33. THE LANDING PAGE THE REALITY .... IT’S A SLIDESHOW/CAROUSEL OF PHOTOS IN THE MAIN BODYWednesday, February 20, 13
  34. 34. a sidebar carousel is HUGELY different than a slideshow in the main content area. 2013 - @LISASABINWILSONWednesday, February 20, 13
  35. 35. if i had gone with my initial assumption without discovering the clients intention ... 2013 - @LISASABINWILSONWednesday, February 20, 13
  36. 36. i would have wasted time. 2013 - @LISASABINWILSONWednesday, February 20, 13
  37. 37. i would have presented incorrect work to the client. 2013 - @LISASABINWILSONWednesday, February 20, 13
  38. 38. i would risk the client losing confidence in me. 2013 - @LISASABINWILSONWednesday, February 20, 13
  39. 39. especially if i had made my next assumption . . . 2013 - @LISASABINWILSONWednesday, February 20, 13
  40. 40. THE LANDING PAGE REMEMBER THIS? 2013 - @LISASABINWILSONWednesday, February 20, 13
  41. 41. THE LANDING PAGE JOIN OUR EMAIL CLUB - - LINKS TO A PAGE WITH A SUBSCRIPTION FORM - RIGHT?Wednesday, February 20, 13
  42. 42. THE LANDING PAGE NOT EXACTLY - CLICK IT AND IT OPENS INLINE - NO NEW PAGE LOAD. 2013 - @LISASABINWILSONWednesday, February 20, 13
  43. 43. THE NAVIGATION MENU LINKS TO INTERNAL PAGES? 2013 - @LISASABINWILSONWednesday, February 20, 13
  44. 44. THE LANDING PAGE NOPE! IT CONTAINS A FLY OUT MENU WITH SUB NAVIGATION 2013 - @LISASABINWILSONWednesday, February 20, 13
  45. 45. none of this was indicated •INITIAL REQUIREMENTS •STATEMENT OF WORK •SITE MAP •PSD FILES 2013 - @LISASABINWILSONWednesday, February 20, 13
  46. 46. a smart developer •RECOGNIZES GAPS •ASKS QUESTIONS •SEEKS ANSWERS •REQUIRES CLARIFICATION 2013 - @LISASABINWILSONWednesday, February 20, 13
  47. 47. i have not always been a smart developer •WASTED HOURS UPON HOURS •FRUSTRATING BACK AND FORTH •LOST MONEY •FRUSTRATED CLIENTS •SCOPE CREEP •NEVER ENDING PROJECT 2013 - @LISASABINWILSONWednesday, February 20, 13
  48. 48. SCOPE CREEP where the requirements of the project keep piling up and up and up - before, during and after the project schedule. 2013 - @LISASABINWILSONWednesday, February 20, 13
  49. 49. when you have your hands on the approved design files - get into the mind of the user 2013 - @LISASABINWILSONWednesday, February 20, 13
  50. 50. you know .... the person who is actually going to use the web site 2013 - @LISASABINWILSONWednesday, February 20, 13
  51. 51. you will do yourself and your client a favor if you start asking questions like... 2013 - @LISASABINWILSONWednesday, February 20, 13
  52. 52. what happens when I click this? 2013 - @LISASABINWILSONWednesday, February 20, 13
  53. 53. how many photos are loaded into this carousel? what happens when i click “more photos?” does clicking on an individual photo take me anywhere? 2013 - @LISASABINWILSONWednesday, February 20, 13
  54. 54. asking questions like these gives the client the chance to correct your assumptions... “oh no, that’s not for those photos ... it’s for the main photos on the left!” 2013 - @LISASABINWILSONWednesday, February 20, 13
  55. 55. so then you can clarify.... •HOW MANY PHOTOS? •ARE THEY LINKED TO ANYTHING? •ARE THESE POSTS WITH FEATURED IMAGES? •DOES THIS HAPPEN ON OTHER PAGES? •OR JUST THE HOME PAGE? 2013 - @LISASABINWILSONWednesday, February 20, 13
  56. 56. wherever there is an action indicated ... clarify it 2013 - @LISASABINWILSONWednesday, February 20, 13
  57. 57. Never be afraid to... ask questions get clarification correct your assumptions 2013 - @LISASABINWILSONWednesday, February 20, 13
  58. 58. Scoping helps you determine which plugins to use custom plugin development needs theme framework or custom 2013 - @LISASABINWILSONWednesday, February 20, 13
  59. 59. Doing so shows ... initiative motivation to do it right confidence thoroughness 2013 - @LISASABINWILSONWednesday, February 20, 13
  60. 60. but wait .... don’t stop at simply having the conversation 2013 - @LISASABINWILSONWednesday, February 20, 13
  61. 61. document it. 2013 - @LISASABINWILSONWednesday, February 20, 13
  62. 62. make it part of the contract. 2013 - @LISASABINWILSONWednesday, February 20, 13
  63. 63. YOU DO HAVE YOUR CLIENTS SIGN A CONTRACT, RIGHT??? 2013 - @LISASABINWILSONWednesday, February 20, 13
  64. 64. before you lay down one single piece of code - get your client to sign off on it. 2013 - @LISASABINWILSONWednesday, February 20, 13
  65. 65. find a method you prefer - but definitely document it 2013 - @LISASABINWILSONWednesday, February 20, 13
  66. 66. •AUDIO: RECORD THE CONVERSATION •OLD SCHOOL: SPREADSHEET •CONCEPT SHARE •HTTP://WWW.CONCEPTSHARE.COM •CAGE APP •HTTP://WWW.CAGEAPP.COM 2013 - @LISASABINWILSONWednesday, February 20, 13
  67. 67. whatever method you choose to use - make sure you document the process 2013 - @LISASABINWILSONWednesday, February 20, 13
  68. 68. Documenting each element in the project added approximately 2 hours. 2013 - @LISASABINWILSONWednesday, February 20, 13
  69. 69. if it wasn’t documented ... it didn’t happen 2013 - @LISASABINWILSONWednesday, February 20, 13
  70. 70. The End. Questions? THAT’S ME AT WORDCAMP PHILADELPHIA 2012 - I WON THE SPEAKER COSTUME CONTEST! 2013 - @LISASABINWILSONWednesday, February 20, 13

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