FREE MASTERCLASS
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This Masterclass is available on demand.
Getting USABLE content from clients ON TIME is the NUMBER ONE issue WordPress agencies and freelancers face when it comes to project management.
I’m very excited to show you, in this free Masterclass, why that is, and the actionable steps you can take to correct it.
This masterclass will light the path for you to eliminate PROFIT-SUCKING content delays caused by your client, once and for all!
See you inside!
Beth
Beth Livingston, M. Ed., is the founder of WP Roadmaps, The WP Project Manager’s Academy, and The Complete Project Management Roadmap for WordPress.
A former corporate IT Business Analyst turned WordPress designer, Beth also enjoys using her background as a Project Manager and Instructional Designer to help WordPress practitioners get projects completed on time and within budget, with features that meet the client’s business requirements.
Copyright 2020 – WP Roadmaps and Coaching
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