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From Scratch to Launch Series - Part 1 - Planning Phase

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In this series we will go over the process of building a website from start to finish. In this talk, we cover the planning and research phase including taking inventory, user research, content strategy, user experience methods and more.

Given by Clare Parkinson and Stacy Kvernmo at WordPress Naperville Meetup January 17, 2017

Published in: Design
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From Scratch to Launch Series - Part 1 - Planning Phase

  1. 1. Planning Phase FROM SCRATCH TO LAUNCH #1 WordPress Naperville Meetup January 17, 2017 #WPNaperville
  2. 2. Initial Steps RESEARCH & PLANNING
  3. 3. Competitive Analysis RESEARCH & PLANNING
  4. 4. Competitive Analysis RESEARCH & PLANNING Search Engine Metrics
  5. 5. Competitive Analysis RESEARCH & PLANNING Usability & Design
  6. 6. Competitive Analysis RESEARCH & PLANNING Features
  7. 7. SMART goals RESEARCH & PLANNING
  8. 8. SMART goals RESEARCH & PLANNING Specific
  9. 9. SMART goals RESEARCH & PLANNING Measurable
  10. 10. SMART goals RESEARCH & PLANNING Achievable
  11. 11. SMART goals RESEARCH & PLANNING Realistic
  12. 12. SMART goals RESEARCH & PLANNING Time-based
  13. 13. Analytics Review RESEARCH & PLANNING
  14. 14. Analytics Review RESEARCH & PLANNING Look for errors or problems HUBSPOT SUGGESTS:
  15. 15. Analytics Review RESEARCH & PLANNING Look for improvement opportunities HUBSPOT SUGGESTS:
  16. 16. Analytics Review RESEARCH & PLANNING Look for pages with the most (returning) visits HUBSPOT SUGGESTS:
  17. 17. Take Inventory RESEARCH & PLANNING
  18. 18. Content Inventory RESEARCH & PLANNING
  19. 19. Content Inventory RESEARCH & PLANNING Established, consistent voice/tone?
  20. 20. Content Inventory RESEARCH & PLANNING Audience- relatable terminology?
  21. 21. Content Inventory RESEARCH & PLANNING Cookie cutter content or messaging?
  22. 22. Content Inventory RESEARCH & PLANNING Check for outdated or inaccurate content.
  23. 23. Visual Inventory RESEARCH & PLANNING
  24. 24. Take and organize screenshots Brad Frost’s Interface inventory template
  25. 25. Visual Inventory RESEARCH & PLANNING Foundation for design system BRAD FROST:
  26. 26. Visual Inventory RESEARCH & PLANNING Get team on same page BRAD FROST:
  27. 27. Visual Inventory RESEARCH & PLANNING Promote visual consistency BRAD FROST:
  28. 28. Visual Inventory RESEARCH & PLANNING Ensure needed components exist BRAD FROST:
  29. 29. Visual Inventory RESEARCH & PLANNING Responsive retrofitting BRAD FROST:
  30. 30. Technical Inventory RESEARCH & PLANNING
  31. 31. Technical Inventory RESEARCH & PLANNING Migration to WordPress
  32. 32. Technical Inventory RESEARCH & PLANNING Theme
  33. 33. Technical Inventory RESEARCH & PLANNING Theme Re-use or upgrade to a new theme? Free, premium, or custom theme?
  34. 34. Technical Inventory RESEARCH & PLANNING Theme If moving to a new theme, review legacy content, check for page layout shortcodes
  35. 35. Technical Inventory RESEARCH & PLANNING Plugin audit What can be removed, improved, or replaced?
  36. 36. Technical Inventory RESEARCH & PLANNING Document known issues
  37. 37. Technical Inventory RESEARCH & PLANNING Functionality Requirements Existing site: talk to site owners and site users
  38. 38. Technical Inventory RESEARCH & PLANNING Functionality Requirements Identify big technical challenges
  39. 39. Technical Inventory RESEARCH & PLANNING Hosting environment review
  40. 40. Technical Inventory RESEARCH & PLANNINGHosting environment review Any problems: performance issues, security problems, or access problems e.g. timeouts
  41. 41. Technical Inventory RESEARCH & PLANNINGHosting environment review Is your hosting plan appropriate for your site’s needs?
  42. 42. Technical Inventory RESEARCH & PLANNINGHosting environment review Are PHP, MySQL and other server features updated and maintained?
  43. 43. Technical Inventory RESEARCH & PLANNINGHosting environment review Is technical support helping you as much as you’d like them to?
  44. 44. Technical Inventory RESEARCH & PLANNING Are the appropriate workflows in place?
  45. 45. Technical Inventory RESEARCH & PLANNING Will website training be necessary?
  46. 46. Technical Inventory RESEARCH & PLANNING Performance Review source: http://danielmall.com/articles/how-to-make-a-performance-budget/
  47. 47. Team Inventory RESEARCH & PLANNING
  48. 48. Team Inventory RESEARCH & PLANNING Who will be on your team?
  49. 49. Team Inventory RESEARCH & PLANNING Assign work
  50. 50. Team Inventory RESEARCH & PLANNING Do you have the required skills within your team?
  51. 51. Content Strategy RESEARCH & PLANNING
  52. 52. Content Modeling RESEARCH & PLANNINGRESEARCH & PLANNING Definition of each content type’s elements and relationships
  53. 53. Define Taxonomies RESEARCH & PLANNING
  54. 54. Card Sorting RESEARCH & PLANNING
  55. 55. Information Architecture RESEARCH & PLANNING
  56. 56. User Experience RESEARCH & PLANNING
  57. 57. User Interviews RESEARCH & PLANNING One-on-one Surveys Contextual Focus Groups
  58. 58. Personas USER EXPERIENCE TOOLS
  59. 59. User Stories RESEARCH & PLANNING As <persona> , I want <what?> so that <why?>. Photo credit: Replacing The User Story With The Job Story
  60. 60. Customer Journey Maps RESEARCH & PLANNING
  61. 61. Photo credit: “10 most interesting examples of Customer Journey Maps”
  62. 62. Photo credit: bouty.net Empathy Maps RESEARCH & PLANNING
  63. 63. Photo credit: “Adapting empathy maps for UX design.” Paul Boag (boagworld).
  64. 64. Photo credit: “Adapting empathy maps for UX design.” Paul Boag (boagworld).
  65. 65. Wireframes RESEARCH & PLANNING
  66. 66. Build a Prototype RESEARCH & PLANNING
  67. 67. Build a Prototype RESEARCH & PLANNING
  68. 68. Build a Prototype RESEARCH & PLANNING
  69. 69. Resources RESEARCH & PLANNING Content Strategy Karen McGrane - Content in a Zombie Apocalypse Kristina Halvorson/Brain Traffic Website Information Architecture Abby Covert - How to Make Sense of Any Mess: Information Architecture for Everybody. Book Video Content Inventory Three Essential Tools for Content Planning Content Models Sample Content Model Template The Art of the Database: Why Content Modeling Matters The Toast Redesign - Content Models Content Modelling A Master Skill Customer Journey and Empathy Maps Adapting empathy maps for UX design. 10 most interesting examples of Customer Journey Maps Google Docs Template Resource from SolutionsIQ Stacy’s Customer Journey Bookmark Collection General UX UX Checklist 7 User Experience Tests to Do When Redesigning Your Website Technical Tools WebPageTest.org P3 Plugin Performance Profiler Search Engine Metrics Website Grader https://moz.com/researchtools/ose/domains https://ahrefs.com https://majestic.com/reports/compare-domain-backlink-history Prototyping Tools Bookmark Collection of Prototyping tools Personas New Mailchimp User Persona Research Connected UX User Stories 10 Tips for Writing Good User Stories

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