by Vanessa Turke & Jennifer Hols The Importance of  Client Discovery
So, you've decided to build a website...
Common pitfalls of Web development projects? 1. Undefined Requirements (SCOPE CREEP) 3. Assumptions/Misunderstandings 4. B...
Web Project PITFALLS What pitfalls have  YOU  come across???
<ul><li>Client:  &quot;Build ________, please. We want it fast, on time and on (or below) budget, please&quot;. </li></ul>...
Do you want a car, or a lawnmower?
Working with Submitted Requirements: 1)  Do initial review 2)  Gather information to provides context on users 3)  Create ...
Mind-reading in  10 easy steps:
Maintaining Balance:
Tell me a STORY.
As a [user role], I want to [goal], so I can [reason].
Making Up-Front Contracts <ul><li>WHAT IS IT? </li></ul><ul><ul><li>A UFC is a mechanism by which you and the client (or a...
HAPPY HAPPY JOY JOY <ul><li>If you've followed all these steps, then how do you define project success? </li></ul><ul><li>...
THE MORNING AFTER <ul><ul><li>Ongoing Support & Maintenance  </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><l...
WASH, RINSE & REPEAT.
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The Importance of Client Discovery

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  • Vanessa:
  • Vanessa / Jenny:  Client follow-up, what to do next, additional phases.
  • Vanessa / Jenny:
  • The Importance of Client Discovery

    1. 1. by Vanessa Turke & Jennifer Hols The Importance of  Client Discovery
    2. 2. So, you've decided to build a website...
    3. 3. Common pitfalls of Web development projects? 1. Undefined Requirements (SCOPE CREEP) 3. Assumptions/Misunderstandings 4. BUDGET!!!
    4. 4. Web Project PITFALLS What pitfalls have YOU come across???
    5. 5. <ul><li>Client: &quot;Build ________, please. We want it fast, on time and on (or below) budget, please&quot;. </li></ul><ul><li>Dev Shop: &quot;OK. We can do that.&quot; </li></ul><ul><li>  </li></ul><ul><li>Client & Dev Shop: &quot;Now what...?&quot; </li></ul>
    6. 6. Do you want a car, or a lawnmower?
    7. 7. Working with Submitted Requirements: 1)  Do initial review 2)  Gather information to provides context on users 3)  Create provisional user model 4)  Review requirements in detail & mark those with unclear user value 5)  Review marked requirements with team and investigate conflicts 6)  Prioritize any changes that will be recommended to be made
    8. 8. Mind-reading in 10 easy steps:
    9. 9. Maintaining Balance:
    10. 10. Tell me a STORY.
    11. 11. As a [user role], I want to [goal], so I can [reason].
    12. 12. Making Up-Front Contracts <ul><li>WHAT IS IT? </li></ul><ul><ul><li>A UFC is a mechanism by which you and the client (or anyone really) agree before a meeting, change order, additional work, etc. - EXACTLY what will be covered and how it will be executed.  </li></ul></ul><ul><li>  </li></ul><ul><li>THE RESULTS: </li></ul><ul><ul><li>No mutual &quot;mystification&quot; </li></ul></ul><ul><ul><li>Make sure there is a clear understanding on both sides, in writing....benefits both parties </li></ul></ul><ul><ul><li>REITERATE and RECONFIRM at every stage of the project </li></ul></ul><ul><ul><li>Up-front contracts act as a detailed history for the project, and minimize misunderstandings </li></ul></ul>
    13. 13. HAPPY HAPPY JOY JOY <ul><li>If you've followed all these steps, then how do you define project success? </li></ul><ul><li>- Was the Discovery helpful? </li></ul><ul><li>- DO A FORMAL FOLLOW-UP! </li></ul><ul><li>- Happy Client </li></ul><ul><li>- Happy Agency </li></ul><ul><li>- Positive feedback from client and users </li></ul><ul><li>- Repeat Business </li></ul><ul><li>- Referrals </li></ul>
    14. 14. THE MORNING AFTER <ul><ul><li>Ongoing Support & Maintenance  </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Consulting </li></ul></ul><ul><ul><li>Additional Phases </li></ul></ul>
    15. 15. WASH, RINSE & REPEAT.

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