Requirements Gathering - A Nerdery Agency Primer

REQUIREMENTS GATHERING AGENCY PRIMER SERIES

THE NERDERY We help our partners get big ideas out of their heads and onto their clients’ websites Website: www.nerdery.com Twitter: @the_nerdery

ANNETTESOFTWARE DEVELOPMENT MANAGER

RYANDIRECTOR OF SOLUTIONS ENGINEERING

SCOTTSOLUTIONS ENGINEER

THE SOLUTIONSENGINEER ROLE

GATHER CLIENTREQUIREMENTS THE SOLUTIONS ENGINEER ROLE

GUIDE VISION/TECHNICAL DECISIONS THE SOLUTIONS ENGINEER ROLE

CREATE BALLPARK ESTIMATES THE SOLUTIONS ENGINEER ROLE

RESEARCH TECHNICAL CAPABILITIES, LIMITATIONS, ETC THE SOLUTIONS ENGINEER ROLE

WRITE PROPOSALS THE SOLUTIONS ENGINEER ROLE

PRESENT PROPOSALS THE SOLUTIONS ENGINEER ROLE

HAND OFF KNOWLEDGE TO DEVELOPMENT TEAMS THE SOLUTIONS ENGINEER ROLE

ROLE DEFINITIONS

THE CLIENT ROLE DEFINITIONS

SOLUTIONS ENGINEER ROLE DEFINITIONS

THE PROJECT ROLE DEFINITIONS

UNDERSTANDING THE SETTING

WHO ARE YOU TALKING TO? What is their role in the company? Marketing, IT, Business Analyst, CEO, Project Manager, Etc? UNDERSTANDING THE SETTING

WHAT IS THEIR ROLE IN THE PROJECT?Stakeholder, Decision-maker, Designer, Influencer, Controller? UNDERSTANDING THE SETTING

WHO IS MISSING FROM THE EQUATION? How will it affect your project? UNDERSTANDING THE SETTING

GAINING THEOVERALL VISION

VISION STRATEGY & BUSINESS ANALYSIS PRE-VISUALIZATION PLANNING DELIVERABLES Tech Specifications DIGITAL STRATEGY Site Maps TECH STRATEGY IA/UX Wireframes DESIGN GRAPHIC DESIGN DESIGN DELIVERABLES Platform-specific Templates HTML/CSS DESIGN PRODUCTION Javascript DESIGN QUALITY REVIEW TECHNICAL PROJECT MANAGEMENT DEVELOPMENTDEVELOPMENT DELIVERABLES Tech Specifications PROJECT PLANNING TECH ARCHITECTURE PROGRAMMING QA Site Maps Wireframes DEPLOYMENT GAINING THE OVERALL VISION

VISION PLANNING DESIGN DEVELOPMENT GAINING THE OVERALL VISION

UNDERSTANDING THE PROJECT

GIVE ME AN INTRODUCTIONAND HIGH-LEVEL OVERVIEW OF YOUR PROJECT... UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER: UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER: Goals UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER: Goals Key user-facing features UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER: Goals Key user-facing features Targeted end-user UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER: Goals Key user-facing features Targeted end-user Data collection UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER: Goals Key user-facing features Targeted end-user Data collection Budget/timeline constraints UNDERSTANDING THE PROJECT

GATHERING THE DETAILS

STYLE OF CONVERSATION GATHERING THE DETAILS

PASSIVE VS ACTIVE LISTENING GATHERING THE DETAILS

OPEN-ENDED VS LEADING QUESTIONS GATHERING THE DETAILS

WEB DEVELOPMENT

CREATIVE WEB DEVELOPMENT

CONTENT MANAGEMENT SYSTEMS (CMS) WEB DEVELOPMENT

INTERACTIVITY WEB DEVELOPMENT

MOBILE

WHAT DEVICES ARE YOU TARGETING? MOBILE

SOCIAL MEDIA

SHOULD THE PROJECTINCORPORATE SOCIAL MEDIA? SOCIAL MEDIA

WHAT IS THE PROBLEM BEINGSOLVED WITH SOCIAL MEDIA? SOCIAL MEDIA

WHAT IS THEIR CURRENTSOCIAL MEDIA PRESENCE? SOCIAL MEDIA

TRAINING

IS THERE AN LMS (LEARNING MANAGEMENT SYSTEM) IN PLACE? TRAINING

QUESTIONS?More answers online at http://nerdery.com

Requirements Gathering - A Nerdery Agency Primer

by The Nerdery

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