Managing Clients and Communication

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)