requirements gathering - a nerdery agency primer

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Page 1: Requirements Gathering - A Nerdery Agency Primer
Page 2: Requirements Gathering - A Nerdery Agency Primer

REQUIREMENTS GATHERINGA G E N C Y P R I M E R S E R I E S

Page 3: Requirements Gathering - A Nerdery Agency Primer

THE NERDERY

We help our partners get big ideas out of their heads and onto their clients’ websites

Website: www.nerdery.comTwitter: @the_nerdery

Page 4: Requirements Gathering - A Nerdery Agency Primer

ANNETTESOFTWARE DEVELOPMENT MANAGER

Page 5: Requirements Gathering - A Nerdery Agency Primer

RYANDIRECTOR OF SOLUTIONS ENGINEERING

Page 6: Requirements Gathering - A Nerdery Agency Primer

SCOTTSOLUTIONS ENGINEER

Page 7: Requirements Gathering - A Nerdery Agency Primer

THE SOLUTIONS ENGINEER ROLE

Page 8: Requirements Gathering - A Nerdery Agency Primer

GATHER CLIENT REQUIREMENTS

THE SOLUTIONS ENGINEER ROLE

Page 9: Requirements Gathering - A Nerdery Agency Primer

GUIDE VISION/TECHNICAL DECISIONS

THE SOLUTIONS ENGINEER ROLE

Page 10: Requirements Gathering - A Nerdery Agency Primer

CREATE BALLPARK ESTIMATES

THE SOLUTIONS ENGINEER ROLE

Page 11: Requirements Gathering - A Nerdery Agency Primer

RESEARCH TECHNICAL CAPABILITIES,

LIMITATIONS, ETC

THE SOLUTIONS ENGINEER ROLE

Page 12: Requirements Gathering - A Nerdery Agency Primer

WRITE PROPOSALS

THE SOLUTIONS ENGINEER ROLE

Page 13: Requirements Gathering - A Nerdery Agency Primer

PRESENT PROPOSALS

THE SOLUTIONS ENGINEER ROLE

Page 14: Requirements Gathering - A Nerdery Agency Primer

HAND OFF KNOWLEDGE TO DEVELOPMENT TEAMS

THE SOLUTIONS ENGINEER ROLE

Page 15: Requirements Gathering - A Nerdery Agency Primer

ROLE DEFINITIONS

Page 16: Requirements Gathering - A Nerdery Agency Primer

THE CLIENT

ROLE DEFINITIONS

Page 17: Requirements Gathering - A Nerdery Agency Primer

SOLUTIONS ENGINEER

ROLE DEFINITIONS

Page 18: Requirements Gathering - A Nerdery Agency Primer

THE PROJECT

ROLE DEFINITIONS

Page 19: Requirements Gathering - A Nerdery Agency Primer

UNDERSTANDING THE SETTING

Page 20: Requirements Gathering - A Nerdery Agency Primer

WHO ARE YOU TALKING TO?What is their role in the company?

Marketing, IT, Business Analyst, CEO, Project Manager, Etc?

UNDERSTANDING THE SETTING

Page 21: Requirements Gathering - A Nerdery Agency Primer

WHAT IS THEIR ROLE IN THE PROJECT?

Stakeholder, Decision-maker, Designer, Influencer, Controller?

UNDERSTANDING THE SETTING

Page 22: Requirements Gathering - A Nerdery Agency Primer

WHO IS MISSING FROM THE EQUATION?

How will it affect your project?

UNDERSTANDING THE SETTING

Page 23: Requirements Gathering - A Nerdery Agency Primer

GAINING THE OVERALL VISION

Page 24: Requirements Gathering - A Nerdery Agency Primer

GAINING THE OVERALL VISION

PLANNING

DESIGN

DEVELOPMENT

VISION

PROGRAMMING

DEPLOYMENT

DESIGN QUALITY REVIEW

TECH STRATEGY

TECH ARCHITECTUREPROJECT PLANNING

IA/UX

DESIGN PRODUCTION

STRATEGY &PRE-VISUALIZATION

DIGITAL STRATEGY

BUSINESS ANALYSIS

GRAPHIC DESIGN

QA

TECHNICAL PROJECT MANAGEMENT

DELIVERABLES

Site MapsWireframes

Tech Specifications

DESIGNDELIVERABLES

HTML/CSSJavascript

Platform-specific Templates

DEVELOPMENTDELIVERABLES

Site MapsWireframes

Tech Specifications

Page 25: Requirements Gathering - A Nerdery Agency Primer

VISION PLANNING DESIGN DEVELOPMENT

GAINING THE OVERALL VISION

Page 26: Requirements Gathering - A Nerdery Agency Primer

UNDERSTANDING THE PROJECT

Page 27: Requirements Gathering - A Nerdery Agency Primer

GIVE ME AN INTRODUCTION AND HIGH-LEVEL OVERVIEW

OF YOUR PROJECT...

UNDERSTANDING THE PROJECT

Page 28: Requirements Gathering - A Nerdery Agency Primer

OPENS THE CONVERSATION TO DISCOVER:

UNDERSTANDING THE PROJECT

Page 29: Requirements Gathering - A Nerdery Agency Primer

OPENS THE CONVERSATION TO DISCOVER:

Goals

UNDERSTANDING THE PROJECT

Page 30: Requirements Gathering - A Nerdery Agency Primer

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

UNDERSTANDING THE PROJECT

Page 31: Requirements Gathering - A Nerdery Agency Primer

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

Targeted end-user

UNDERSTANDING THE PROJECT

Page 32: Requirements Gathering - A Nerdery Agency Primer

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

Targeted end-user

Data collection

UNDERSTANDING THE PROJECT

Page 33: Requirements Gathering - A Nerdery Agency Primer

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

Targeted end-user

Data collection

Budget/timeline constraints

UNDERSTANDING THE PROJECT

Page 34: Requirements Gathering - A Nerdery Agency Primer

GATHERING THE DETAILS

Page 35: Requirements Gathering - A Nerdery Agency Primer

STYLE OF CONVERSATION

GATHERING THE DETAILS

Page 36: Requirements Gathering - A Nerdery Agency Primer

PASSIVE VS ACTIVE LISTENING

GATHERING THE DETAILS

Page 37: Requirements Gathering - A Nerdery Agency Primer

OPEN-ENDED VS LEADING QUESTIONS

GATHERING THE DETAILS

Page 38: Requirements Gathering - A Nerdery Agency Primer

WEB DEVELOPMENT

Page 39: Requirements Gathering - A Nerdery Agency Primer

CREATIVE

WEB DEVELOPMENT

Page 40: Requirements Gathering - A Nerdery Agency Primer

CONTENT MANAGEMENT SYSTEMS (CMS)

WEB DEVELOPMENT

Page 41: Requirements Gathering - A Nerdery Agency Primer

INTERACTIVITY

WEB DEVELOPMENT

Page 42: Requirements Gathering - A Nerdery Agency Primer

MOBILE

Page 43: Requirements Gathering - A Nerdery Agency Primer

WHAT DEVICES ARE YOU TARGETING?

MOBILE

Page 44: Requirements Gathering - A Nerdery Agency Primer

SOCIAL MEDIA

Page 45: Requirements Gathering - A Nerdery Agency Primer

SHOULD THE PROJECT INCORPORATE SOCIAL MEDIA?

SOCIAL MEDIA

Page 46: Requirements Gathering - A Nerdery Agency Primer

WHAT IS THE PROBLEM BEING SOLVED WITH SOCIAL MEDIA?

SOCIAL MEDIA

Page 47: Requirements Gathering - A Nerdery Agency Primer

WHAT IS THEIR CURRENT SOCIAL MEDIA PRESENCE?

SOCIAL MEDIA

Page 48: Requirements Gathering - A Nerdery Agency Primer

TRAINING

Page 49: Requirements Gathering - A Nerdery Agency Primer

IS THERE AN LMS (LEARNING MANAGEMENT SYSTEM) IN

PLACE?

TRAINING

Page 50: Requirements Gathering - A Nerdery Agency Primer

QUESTIONS?More answers online at http://nerdery.com