Planning Phase

FROM SCRATCH TO LAUNCH #1

WordPress Naperville Meetup

January 17, 2017

#WPNaperville

Initial StepsRESEARCH & PLANNING

Competitive Analysis

RESEARCH & PLANNING

Competitive Analysis

RESEARCH & PLANNING

Search Engine Metrics

Competitive Analysis

RESEARCH & PLANNING

Usability & Design

Competitive Analysis

RESEARCH & PLANNING

Features

SMART goals

RESEARCH & PLANNING

SMART goals

RESEARCH & PLANNING

Specific

SMART goals

RESEARCH & PLANNING

Measurable

SMART goals

RESEARCH & PLANNING

Achievable

SMART goals

RESEARCH & PLANNING

Realistic

SMART goals

RESEARCH & PLANNING

Time-based

Analytics Review

RESEARCH & PLANNING

Analytics Review

RESEARCH & PLANNING

Look for errors or problems

HUBSPOT SUGGESTS:

Analytics Review

RESEARCH & PLANNING

Look for improvement opportunities

HUBSPOT SUGGESTS:

Analytics Review

RESEARCH & PLANNING

Look for pages with the most (returning) visits

HUBSPOT SUGGESTS:

Take InventoryRESEARCH & PLANNING

Content Inventory

RESEARCH & PLANNING

Content Inventory

RESEARCH & PLANNING

Established, consistent voice/tone?

Content Inventory

RESEARCH & PLANNING

Audience- relatable terminology?

Content Inventory

RESEARCH & PLANNING

Cookie cutter content or messaging?

Content Inventory

RESEARCH & PLANNING

Check for outdated or inaccurate content.

Visual Inventory

RESEARCH & PLANNING

Take and organize screenshots

Brad Frost’s Interface inventory template

Visual Inventory

RESEARCH & PLANNING

Foundation for design system

BRAD FROST:

Visual Inventory

RESEARCH & PLANNING

Get team on same page

BRAD FROST:

Visual Inventory

RESEARCH & PLANNING

Promote visual consistency

BRAD FROST:

Visual Inventory

RESEARCH & PLANNING

Ensure needed components exist

BRAD FROST:

Visual Inventory

RESEARCH & PLANNING

Responsive retrofitting

BRAD FROST:

Technical Inventory

RESEARCH & PLANNING

Technical Inventory

RESEARCH & PLANNING

Migration to WordPress

Technical Inventory

RESEARCH & PLANNING

Theme

Technical Inventory

RESEARCH & PLANNING

ThemeRe-use or upgrade to a new theme? Free, premium, or custom theme?

Technical Inventory

RESEARCH & PLANNING

ThemeIf moving to a new theme, review legacy content, check for page layout shortcodes

Technical Inventory

RESEARCH & PLANNING

Plugin auditWhat can be removed, improved, or replaced?

Technical Inventory

RESEARCH & PLANNING

Document known issues

Technical Inventory

RESEARCH & PLANNING

Functionality RequirementsExisting site: talk to site owners and site users

Technical Inventory

RESEARCH & PLANNING

Functionality RequirementsIdentify big technical challenges

Technical Inventory

RESEARCH & PLANNING

Hosting environment review

Technical Inventory

RESEARCH & PLANNING Hosting environment reviewAny problems: performance issues, security problems, or access problems e.g. timeouts

Technical Inventory

RESEARCH & PLANNING Hosting environment reviewIs your hosting plan appropriate for your site’s needs?

Technical Inventory

RESEARCH & PLANNING Hosting environment reviewAre PHP, MySQL and other server features updated and maintained?

Technical Inventory

RESEARCH & PLANNING Hosting environment reviewIs technical support helping you as much as you’d like them to?

Technical Inventory

RESEARCH & PLANNING

Are the appropriate workflows in place?

Technical Inventory

RESEARCH & PLANNING

Will website training be necessary?

Technical Inventory

RESEARCH & PLANNING

Performance Review

source: http://danielmall.com/articles/how-to-make-a-performance-budget/

Team Inventory

RESEARCH & PLANNING

Team Inventory

RESEARCH & PLANNING

Who will be on your team?

Team Inventory

RESEARCH & PLANNING

Assign work

Team Inventory

RESEARCH & PLANNING

Do you have the required skills within your team?

Content StrategyRESEARCH & PLANNING

Content Modeling

RESEARCH & PLANNING RESEARCH & PLANNING

Definition of each content type’s elements and relationships

Define Taxonomies

RESEARCH & PLANNING

Card Sorting

RESEARCH & PLANNING

Information Architecture

RESEARCH & PLANNING

User ExperienceRESEARCH & PLANNING

User Interviews

RESEARCH & PLANNING

One-on-one

Surveys

Contextual

Focus Groups

PersonasUSER EXPERIENCE TOOLS

User StoriesRESEARCH & PLANNING

As <persona> , I want <what?> so that <why?>.

Photo credit: Replacing The User Story With The Job Story

Customer Journey Maps

RESEARCH & PLANNING

Photo credit: “10 most interesting examples of Customer Journey Maps”

Photo credit: bouty.net

Empathy Maps

RESEARCH & PLANNING

Photo credit: “Adapting empathy maps for UX design.” Paul Boag (boagworld).

Photo credit: “Adapting empathy maps for UX design.” Paul Boag (boagworld).

WireframesRESEARCH & PLANNING

Build a Prototype

RESEARCH & PLANNING

Build a Prototype

RESEARCH & PLANNING

Build a Prototype

RESEARCH & PLANNING

ResourcesRESEARCH & 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