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CHPT 3
Phase 1:Define The Project
Phase I – Define The Project
Discovery Clarification Planning
Gathering Info with Client Survey (www.web-redesign.com)
Determine Overall Site Goals
Assign the TeamSet Up Staging AreaCreate a Proposal and Project Plan
Understanding your Audience
Preparing a Communication Brief
Set the Budget
Prepare Personas Create Schedules
Usability Testing Plan
Analyzing Your Industry with Competitive Analysis
Understand Your Audience
Get information on Client Survey that tells you… Demographically who the target audience is (who the
site visitors are and who they want them to be) Stats like, HH income, average age, education, home
ownership, etc. Psycho graphically who the target audience is
How do they think How do they feel about various issues pertinent to the site
If more than one target audience you need to separate these into groups and prioritize
Personas/Profiles
Create a general profile for each visitor type and use this in your communication brief.
See page 49 for sample persona
Technical Requirements
Outline the requirements the client wants/needs to incorporate in the redesign
Is this site a front-end redesign or will you be adding in back-end programming? Are you capable, or do you need a programmer? This
will impact time and budget.
Project Manager MUST control the Client’s expectations at this point. Consider timeline Consider budget
Determine Audience Technical Capabilities
Average bandwidth/modem speed of userAverage screen sizeBrowser preferences ,etc.
Site specific stats Google analytics (if available) ISP might provide them Pay for it at: www.hitbox.com or, www.hitslink.com
Get techs involved with Project Team now if back-end programming is needed. See tech-check on page 57.
Determine Goals of the Redesign
To increase trafficTo increase salesTo highlight a new project or eventTo make static into dynamic CMSTo decrease calls to customer serviceTo create intuitive navigationTo increase Brand awarenessTo increase donations, volunteerism and membership
Analysing Your Industry
Chapter 10 to be discussed next week.
Preparing a Communication Brief
Also called Creative BriefKeeps everyone inline with objectives, target
audience, timeline, testing, mandates and deliverables.
Use provided template or see sample in book on page 63.
Creating a Project Proposal and Project Plan
Creating a Project Proposal and Project Plan
Difference between the two is: Both documents outline the overall goals of the
project and announce the plan of action Both contain a budget and a schedule with
deliverables clearly defined The Proposal is a skeletal overview or a starting point
and delivered to the client in the form of a contract to be signed.
The Project Plan goes much deeper into details and execution strategy and comes after the signed contract.
Project Plan
Project Plan OverviewIntroduction
Background on the organization and the website Project overview
Website objective Technical add on’s needed (database needed) Static vs. dynamic changes (if any)
Budget breakdown and estimation (see page 67-74) Go to Lynda.com – Goto – Budgeting and Scope Creep Scope Creep – Change Order doc on wiki space
Additional Sections
Schedule (see page 75-79) Portal information/Staging Area (page 80) instructions for
client Communication Brief Milestones and timeline
Target Audience Information (Demographic Definitions only) – personas are in IA assignment
Audience technical capabilitiesUser Testing Plan Details and assumptions (see page 66)Line for client signature
Set Up Staging Area (Project Portal Assignmnt 1)
Each Team to Present their PortalReview Staging Area Setup on Page 80 then Go Home
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