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Scoping Projects to avoid stress, headaches and angry mobs
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Scoping Projects to avoid stress, headaches and angry mobs

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  • 1. scoping projects to avoid stress, headaches and angry mobs 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 2. Lisa Sabin-Wilson •DESIGNER SINCE 1998 •DEVELOPER SINCE 2007 •AUTHOR: WORDPRESS FOR DUMMIES •CO-OWNER: WEBDEVSTUDIOS 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 3. scoping.... 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 4. a very important phase in every project you do design & development 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. Eliminate Assumptions • Saves time • Reduces headaches • Avoids hard feelings • Happy client • Happy developer 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 7. Set Expectations Early • Keeps project realistic • Keeps projects on time • Avoids miscommunication • Happy client • Happy developer 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. NOT YOUR AVERAGE JOES PROJECT HTTP://NYAJ.COM DATE CLIENT JULY 2012 NOT YOUR AVERAGE JOESWednesday, February 20, 13
  • 10. NOT YOUR AVERAGE JOE’S PROJECT HTTP://NYAJ.COM DATE CLIENT JULY 2012 NOT YOUR AVERAGE JOE’SWednesday, February 20, 13
  • 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. 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. As the developer - YOU have to take charge of the scoping phase. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 14. WE BUILT A SITEMAP - WHICH WAS HELPFUL... BUT IT WASN’T ENOUGH 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 15. WE HAD A 16 PAGE STATEMENT OF WORK BUT IT STILL WASN’T ENOUGH 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 16. PSD Files Acquired. DESIGN APPROVAL DONE! 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 17. A TOTAL OF 26 DIFFERENT PAGE VIEWS/LAYOUTS BELIEVE IT OR NOT ... THIS WAS STILL NOT ENOUGH 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 18. at this point? it is really tempting to dig right in and start developing this bad boy. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. right? 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. 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. eliminate remove obliterate assumptions. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 24. as a developer - I can make assumptions with the BEST of them 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 25. assumptions are based on a persons own frame of reference. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 26. what i see in my head will be different from what you see in your head. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 27. interpretations will vary. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 28. For example . . . 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 29. THE LANDING PAGE THERE IS A LOT GOING ON HERE 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 30. i made some assumptions :( 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 31. THE LANDING PAGE MORE PHOTOS? IT’S A SIDEBAR CAROUSEL - IT FLIPS THROUGH STAFF PHOTOSWednesday, February 20, 13
  • 32. THE LANDING PAGE THE REALITY .... THE CLIENT’S INTENTION ? ... 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 33. THE LANDING PAGE THE REALITY .... IT’S A SLIDESHOW/CAROUSEL OF PHOTOS IN THE MAIN BODYWednesday, February 20, 13
  • 34. a sidebar carousel is HUGELY different than a slideshow in the main content area. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 35. if i had gone with my initial assumption without discovering the clients intention ... 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 36. i would have wasted time. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 37. i would have presented incorrect work to the client. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 38. i would risk the client losing confidence in me. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 39. especially if i had made my next assumption . . . 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 40. THE LANDING PAGE REMEMBER THIS? 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 41. THE LANDING PAGE JOIN OUR EMAIL CLUB - - LINKS TO A PAGE WITH A SUBSCRIPTION FORM - RIGHT?Wednesday, February 20, 13
  • 42. THE LANDING PAGE NOT EXACTLY - CLICK IT AND IT OPENS INLINE - NO NEW PAGE LOAD. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 43. THE NAVIGATION MENU LINKS TO INTERNAL PAGES? 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 44. THE LANDING PAGE NOPE! IT CONTAINS A FLY OUT MENU WITH SUB NAVIGATION 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 45. none of this was indicated •INITIAL REQUIREMENTS •STATEMENT OF WORK •SITE MAP •PSD FILES 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 46. a smart developer •RECOGNIZES GAPS •ASKS QUESTIONS •SEEKS ANSWERS •REQUIRES CLARIFICATION 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. 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. when you have your hands on the approved design files - get into the mind of the user 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 50. you know .... the person who is actually going to use the web site 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 51. you will do yourself and your client a favor if you start asking questions like... 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 52. what happens when I click this? 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. 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. 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. wherever there is an action indicated ... clarify it 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 57. Never be afraid to... ask questions get clarification correct your assumptions 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 58. Scoping helps you determine which plugins to use custom plugin development needs theme framework or custom 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 59. Doing so shows ... initiative motivation to do it right confidence thoroughness 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 60. but wait .... don’t stop at simply having the conversation 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 61. document it. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 62. make it part of the contract. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 63. YOU DO HAVE YOUR CLIENTS SIGN A CONTRACT, RIGHT??? 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 64. before you lay down one single piece of code - get your client to sign off on it. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 65. find a method you prefer - but definitely document it 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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. whatever method you choose to use - make sure you document the process 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 68. Documenting each element in the project added approximately 2 hours. 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 69. if it wasn’t documented ... it didn’t happen 2013 - @LISASABINWILSONWednesday, February 20, 13
  • 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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