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Understanding Your Project Before You Start
This document outlines the research and discovery phase for projects. It recommends holding an internal meeting after meeting with the client to review notes. Key steps include reviewing the client's questionnaire, site, brief, competitors, and brand. If the project is a fit, next steps are recommended to the client. The document provides links to sample client questionnaires and discusses documenting research, conducting a research and discovery meeting, creating an audit with sections for goals, problems, solutions, and templates needed. It emphasizes working as a team with the client and producing resources like brainstorms, user stories, and tickets to organize the project.
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Understanding Your Project Before You Start
- 1. UNDERSTANDING YOUR PROJECT BEFOREYOU START —————————— RESEARCH & DISCOVERY PHASE James Tryon, Creative Director WP Valet
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- 4. INTERNAL MEETING AFTER “MEET& GREET” • Review notes in an internal meeting with your team. • Review Client Questionnaire • Review Client’s Site • Review Client’s Creative Brief/RFP (if they have one) • Review Competitors • Basic Brand Analysis • If we determine we’re a good fit, our team will recommend next steps to client.
- 5. CLIENT QUESTIONNAIRE LINKS •Logos http://easilyamusedinc.com/wp-content/uploads/2012/10/ easilyamused-questionnaire-branding.doc • General http://easilyamusedinc.com/wp-content/uploads/2012/10/ easilyamusedquestionnaire.doc • *The above links are old. Please review and update your own.
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- 7. RESEARCH & DISCOVERY DOCUMENTING •R&D can be as small as 1/2 day of Discovery and 1/2 day of document writing. (1 day) • R&D can span weeks, depending on the complexity of the project. • R&D is invaluable in project planning & organizing.
- 8. HOWTO DO RESEARCH& DISCOVERY
- 9. CLIENT QUESTIONNAIRE • Canbe given to clients right after the “Meet & Greet”. • Before Research & Discovery starts, a client may be asked to fill this out. • It gives us a chance to really hear their feelings, and then we can make sure we address their concerns. • Valuable for re-branding or new projects.
- 10. WHAT’S INCLUDED INAN AUDIT? • Analysis of client’s site & audience. • Vision, scope, and planning to achieve specific goals. • Detailed list of requirements & tasks. • Site maps, estimates on tasks, client’s budget & timeline. • Recommendations for improving ROI. • UX/UI direction for how things should be set up.
- 11. TEAMWORK We work asteammates with our clients. This includes: - Daily stand-up meetings. - Open communication. -Transparent reporting. We define full scope and vision of the project together. We works in an Agile fashion to make sure our clients’ needs are addressed & most important features are constantly prioritized.
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- 13. WHATTO COVER INYOUR MEETING… •Identify Items that Need Internal Research • Goal Planning • DefineTarget Audience • Write Users Stories • Competitor Analysis • Information Architecture • Project Audit • Content Strategy - Basic
- 14. OPENTHE FLOODGATES The sky’sthe limit in this meeting and is used to spark creativity and get everyone involved in the project motivated. Do a group brain-dump.Anything and everything that you could ever want, we just write it down.Then we sort all of them into 3 piles. 1) Needed 2) Nice to have 3) Cool but not really needed now.
- 15. WHO’SYOURTARGET AUDIENCE AND WHY Personas •late50’s blue collar worker with limited computer use •Tired single Mother very busy and very tired •car accident victim looking for pain relief Facts • in pain so kinda agitated • it might hurt to use the mouse • older demographic Thoughts • need large buttons to help with clicking • very direct messaging to limit on confusion •Too much text / cluster could be overwhelming
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- 17. USER STORY EXAMPLE “Asa <role>, I want <goal/desire> so that <benefit>” “As a customer representative, I want to search for my customers by their first and last name to find the customer faster.”
- 18. QUESTIONSTO ASK These areexcellent questions to ask during your Research & Discovery Meeting.
- 19. MEETING QUESTIONS #1: ProblemStatement What problem do you want to solve? #2: Stakeholders Who do you answer to? Who is involved in this project? #3: Users Who are you users? #4: Risks What risks are we afraid of? What is worst case scenario?
- 20. MEETING QUESTIONS #5: Assumptions Examples: 1.Client will provide high quality videos in a timely fashion. 2. Client will provide high quality photos in a timely fashion. 3. Client will provide descriptions for products. 4. Client will provide feedback on layout designs in a timely fashion. #5: List of Features NOT to be developed if you're used a gateway, make sure the client knows you are not creating it.
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- 22. WHAT’S IN APROJECT AUDIT? • Page outlining any new features sections not on current site • list any possible or key plugins • Page for extra Ideas • List of possible templates needed for theme • Explanation of how Project Management will be handled.
- 23. SECTIONS OF YOUR AUDIT •list of Overall Goals • list any Client Feedback • Problems with Current site • Define target Audience • Current Navigations • New Site Map (this evolves as we uncover needed functionality) • Question everything • Review every page • Review every section
- 24. PROJECT AUDIT PERPAGE/SECTION • list page title and url • Goals of the page • Current feature list • New Feature list • Current Problems • Solution per section and/or page • Feedback from client • Wish list/backlog/Nice to Haves • Design feedback • Other Notes - Any random ideas per page and section • ClientTo Do’s per page and sections
- 25. LIST OFTEMPLATES NEEDED Home Locations ◦archive ◦ category ◦ tag ◦ Show single Events ◦ archive ◦ category ◦ tag ◦ single event • blog ◦ archive ◦ category ◦ tag ◦ single post • Team directory • 404 • Single page • search results
- 26. DISCUSS POSSIBLE CONTENT STRATEGIES Howand when to use tags and categories, along with a starter list of rules when making new category and tag. - What Custom PostTypes does the project need - WhatTaxonomies does the project need - What Parent Categories to start with. - Along with setting a game plan for growth.
- 27. PHASE #2 Things currentlyout of scope.
- 28. OVERALL RECAPTHOUGHTS And AllTheOtherThings
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- 30. RESOURCES CREATED • Braindumps • Sorted feature list • Define Goals / user stories • Create user stories • Define target Audience • Site map • Basic wire frames(paper) • Lots of sketching • Stockholder Interviews • Talk about inspiration • Basic guides for colors • Basic guides for layout • Assigned ClientTasks • Start content gathering • Compile assists • Tickets
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