The 3 Most Critical Factors for Project Success – A Breakdown

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Project Planning with AI – Module 3 Lessons list

Project Planning with AI – Module 2 Lessons list

Project Planning with AI – Module 1 Lessons list

Topic List for the April and May Workshops

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

Curriculum for March Workshop 2023

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)

2023 Premium Workshop Schedule

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

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