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10K Website Planning

Use the following to organize your thinking about the website display, your needs for the website, and what type of information to show.


Background: ORGANIZATION serves A, B, and C, by providing X, Y, and Z.

Staff size =
Annual revenue =
Locations =

The proposed website is meant to beautify and redesign the existing site, provide a focal point for board members and staff, and to introduce members of the public to the company. We'd also like:
  • a private area for staff to manage internal documents
  • update our own page content
  • upload files like PDF and JPG files to the site
  • we need a calendar of events that we can update
  • sell products from our retail division on the website


CONTACT INFORMATION

Who is the main contact for any website-related issues?

Primary Contact:

Name:
Title:
Organization:
Phone:
E-mail:
Address:
City, State, Zip:

Additional Contacts (name and e-mail address)


Overall Website Planning

1) What is the primary purpose/s of the website?
e.g. Drive new client registration
Awareness building
Online form submission for new customers

2) What are overall guidelines for design?
e.g. Develop a top bar with banners that have lots of pictures of our company
Simple and concise navigation: prefer a horizontal bar with dropdowns
Forest green, blue, and sunshine yellow are our main colors
We'd like to have rounded edges
We need Spanish Translation for pages in our Southwest Division

3) Who is the target audience/s that will be using the website?
Define your primary, secondary, and tertiary website users.

4) What is the most important message we need to convey through the website?
e.g. "Our mission is..."
or "Sign up for our course..."
or "Learn more about our product..."

5) What are the key measurable actions desired from the website?
a) Purchases online
b) Sign up for wholesalers list
c) Join the mailing list

6) What are the limitations or specific needs for this website?
Must be easy-to-read: bigger font, e.g. 14-point font or above
Prefer limited or minimal scrolling
Webpage size is 800 X 640 pixels
At the bottom of every page we need the logo and copyright language

7) What is the budget for this project?
$XXXX for graphic design
$XXXX website development
$XXXX for domain and hosting

8) What are the key dates for this project?
Initial concept designs due by 8/16/07
Content and coding in September 07
Final launch by mid-October 07
Our annual dinner is in December, so we need everything up by November 10 at the latest


Site Map

Fill in your desired main navigational elements and the subpages within each navigational element.

We request that you prepare the content for each individual page in a separate document: we then copy and paste from that document into the live site.

Needed on every page:
Privacy, Legal notice, Sitemap, Copyright
Contact Us
What's new
From the Blog
Home Page
Logo and large color photos on home page
Drop down menu on top (going across)
Welcome to Our Company - Description, Mission, History, tagline...
(info about the 50th Anniversary on the home page / Calendar of Events)

Drop down menu consists of the following

About Us
Our Values
Board Members
Staff Directory / contact us
Our History

Program Services
List programs, services and descriptions, photos, etc.
Meeting Our Mission / Consumer success stories / Media stories, articles/ past newsletters
New Programs/Services/Announcements

Resources
White Papers Links to Regional Center
Membership Associations
Local, state, community partners

Purchase Online

Get Involved
Volunteer (List of volunteer opportunities and projects)
Sign up for online newsletter

Calendar of Events
With a list of all events upcoming and a way for people to RSVP and pay online if needed

Job Opportunities
Our list of upcoming job descriptions that are available

Press Releases
Recent News and Events
Download PDF of Press Packet
Logo for download

Board or Staff Notes
(login section only, with access to board minutes, documents and other downloads)

How to Contact
(with link to Staff list, including name, title, description, and link to e-mail for specific staff member)


FAVORITE WEBSITES and why

We like the following websites (list link and what you like about that site)

1) The navigation is easy and crisp and clean. The layout is straightforward and easy to find items. http://www.website.com

2) This is good and clear visually: Company A at companyawebsite.com, except for the sidebar.

3) Clear, if a bit cold for our aesthetic: http://www.companyb.com/

4) Graphic at the top with questions is good on the following website: http://www.companyc.com/


Functional Needs

Please review your operational needs and what business processes you want to accomplish, if any, through the website.

1) What types of business processes would you like the website to take over for you? (for example, a form used to be sent via fax or e-mail but now we want a pre-approval questionnaire)

We need to have a way for participants in our events to pay for tickets online and for us to get a notification that they're attending and they've made a payment online.

etc.

2) What paper forms do you currently use that you may move online? (for example, a paper registration form moved to an online registration form which is then e-mailed to you)
Customer Application
Member Response Form
Volunteer Application

Please attach copies of the PDF or Word document versions of these forms, if available.

3) What is your wishlist for what the website could do for you?
(for example, we need to have the weekly schedule updated by an admin so that we can post and display that schedule in a timely fashion through our website)


Operational Details - REQUIRED Information

Website DOMAIN name:
http://www.mydomain.com
http://www.mydomain.org also points to that

Website HOSTING:
currently hosted with GoDaddy
Username or account #: myusername
Password: mypassword

Does the current hosting have PHP and mySQL enabled?

FTP, if available (to access files)
username: ftpuser
password: ftppass

We request you sign up for the following:
http://www.google.com/analytics : to track web visitor statistics, keywords
username: googleanalyticsusername
password: googleanalyticspassword

http://www.recaptcha.net : to help with spam submissions on web forms
username: recaptchauser
password: recaptchapass

Please attach your logo, if available, in JPG or TIFF format.

Do you have a color palette? Please attach, if available.

Please send at least 7-10 pictures or stock photography if you need this incorporated into the site.
Photos may be found at:
http://istockphoto.com
http://bigstockphoto.com

Additional links:
10K Webdesign's Basic HTML tutorial (tutorial on commonly-used HTML codes)
How to buy a domain and hosting
FileZilla Project (File Transfer Protocol or FTP Program)



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Planning Document to help you organize your thinking




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(from the former WilmaChan.org website)

Rachel Richman, Campaign Manager
(2009)

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