Managing the Proposal Stage
Module Snapshot
This video will give you an overview of this module and how to get the most out of the lessons. (2 minutes) – UPDATED JAN 2021
https://vimeo.com/501421401
Project Planning with AI – Module 3 Lessons list
Module Snapshot
This video will give you an overview of this module and how to get the most out of the lessons. (2 minutes) – UPDATED JAN 2021
https://vimeo.com/501421401
Oops!
Only Premium Members have access to the half off coupon. (They get half off of everything.)
Click outside this popup to dismiss it and return to the previous screen.
Project Planning with AI – Module 3 Lessons list
Project Planning with AI – Module 2 Lessons list
Project Planning with AI – Module 1 Lessons list
April 2023 Workshop
Activity 3 – Create Functional/Technical Requirements
1-3.1 Conduct Project Definition Meeting with Client
1-3.2 Identify and Plan Plugins
1-3.3 Define Functional Requirements
1-3.4 Define Other Technical Requirements
1-3.5 Create Draft of Functional/Technical Requirements
1-3.6 Review Functional/Technical Requirements with Client
1-3.7 Finalize Functional/Technical Requirements per Client Input
1-3.8 Secure Client Acceptance for Functional/Technical Requirements
1-3.9 Update Project Plan and Notebook
Activity 4 – Specify Styling and Branding
1-4.1 Specify Branding and Style Elements
1-4.2 Review Branding and Style with Client
1-4.3 Update Branding and Style per Client Feedback
1-4.4 Secure Client Acceptance on Branding and Style
1-3.8 Update Project Plan and Notebook
May 2023 Workshop
Activity 5 – Create Final Statement of Work (SOW)
1-5.1 Re-Estimate the Project
1-5.2 Create Draft of SOW
1-5.3 Conduct Draft SOW Walkthrough with Client
1-5.4 Finalize SOW per Client Input
1-5.5 Secure Clients “Go or No-Go” Decision
1-5.6 Secure Client Acceptance of SOW
1-5.7 Update Project Plan and Notebook
ACTIVITY 1-1: DESIGN AND VALIDATE LAYOUTS
1-1.1 Secure Formal Client Acceptance of Site Map
1-1.2 Select and Define WordPress Theme
Template: Theme Definition (new)
1-1.3 Agree on Acceptance Criteria for Wireframes
Template: Sample Acceptance Criteria for Wireframes (new)
1-1.4 Create Wireframes
1-1.5 Review Wireframes with Client
1-1.6 Update Wireframes from Client Feedback
1-1.7 Secure Client Acceptance
Template: Deliverable Acceptance Form
1-1.8 Update Project Plan and Notebook
ACTIVITY 2: REFINE CONTENT AND BEGIN COLLECTION
1-2.1 Update ROM Based on Activity 1-1
Template: Rough Order of Magnitude Spreadsheet Calculator
1-2.2 Assign Project Plan Content Activities
1-2.3 Re-Estimate Time and Costs
1-2.4 Set up Client Reminders
Template: Sample reminder emails (new)
1-2.5 Prepare Content Collection Mechanism/Repository
1-2.6 Request Site Wide Content
1-2.7 Request Individual Page and Post Content
1-2.8 Request Product Content
1-2.9 Request Gallery and/or Portfolio Content
Template: Content Request Emails (new)
1-2.10 Hire 3rd Party (if applicable)
1-2.11 Provide Instructions for Submitting Content
1-2.12 Manage Content Collection Activities
1-2.13 Update Project Plan and Notebook
1-2.14 Re-Estimate Project (if applicable)
February 21 – Phase 0 – Proposal Creation
March 21 – Phase 1 – Project Definition Part 1
April 18 – Phase 1 – Project Definition Part 2
May 16 – Phase 1 – Project Definition Part 3
June 20 – Phase 2 – Design and Preparation
July 18 – Phase 3 – Development and Testing
August 15 – Phase 4 – Deployment and Training
Sept 19 – Managing Project Closeout
October 17 – Establishing Recurring Revenue
November 21 – Goal Setting for 2024
Dec 19 – The Year in Review – Best Practices for 2024