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