Online Business Planner

General Information

Name

First Last

Company Name

Current website address

Who are the primary contacts from your organization, and who has final approval on the project?

Name, Title, Phone, Email – Role

What is your intended launch date for the new site?

Launch date comments

Are there any outside considerations that might affect the schedule (for example, PR launch, tradeshow, annual report)?

Do you have a specific budget range already established for this project?

Can this project be divided into phases to accommodate budget and timing constraints?

Project status*

New project
Redesign

New Project

Do you feel your current site promotes a favorable user experience?

Yes
No

Why or why not?

What specific areas of your current site do you feel are successful?

Why are they successful?

What shortcomings exist with the current site, and what three things would you change on the site today if you could?

Have you conducted usability tests or gathered visitor feedback for your current site?

Yes
No

Date of last usability test

Please upload results of the last usability test

Max. file size: 64 MB.

How important is it to maintain your current look and feel, logo, and branding?

Reasons for New Site

What are the main reasons you are redesigning your site or creating a new one?

Rebranding
New business model
Outdated site
Expanded services
Different audience
Other

Other, please specify

What are your primary online business objectives with the site redesign? What are your secondary objectives?

(Examples include increased sales, marketing/branding awareness, and fewer customer service calls.) Please discuss both long- and short-term goals.

What is the main business problem you hope to solve with the site redesign?

How will you measure the success of the solution?

What existing strategy (both on- and offline) is in place to meet the new business objectives?

Audience / Desired Action

Describe a typical site visitor. How often are they online, and what do they generally use the web for? Give basic demographics: age, occupation, income level, purchasing habits.

(Use as much detail as possible in profiling your target user. Profile more than one type if appropriate.)

What is the primary “action” the site visitor should take when coming to your site

(make a purchase, become a member, search for information)?

What are the key reasons why the target audience chooses your company’s products and/or services ?

(cost, service, value)

How many people (as far as you can tell) access your site on a daily, weekly, or monthly basis?

How do you measure usage? Do you forecast usage to increase after the site launch, if so - by how much?

Perception

Use a few adjectives to describe how your site visitor should perceive the new site.

(Examples include prestigious, friendly, corporate, fun, forward thinking, innovative, and cutting edge.) Is this different than the current image perception?

How is your company currently perceived offline? Do you want to carry the same kind of message through your website?

How does your company differentiate itself from competitors? Do you think your current audience differentiates you from your competition? Please list competitor URLs.

List the URLs of any sites you find compelling + What specifically do you like about these sites?

Content

How many pages will your site have?

Will this site use existing content from the current site?

Yes
No

If so, what is the source, who is responsible for approval, and has the content been audited?

Will you be creating content in-house or using an outside provider?

What is the basic structure of the content, and how is it organized?

Is it a complete overhaul of the current site or an expansion?

Describe visual elements or content that should be utilized from your current site or marketing materials

(logo, color scheme, navigation, naming conventions, etc.)

How will the content of this site (along with functionality and navigation) expand or differ from your current site?

Do you have an existing sitemap for the outgoing site structure?

Yes
No

Do you already have a sitemap or outline for the proposed redesign?

Yes
No

Technology

Whom can we talk to in your organization to help respond to technical issues?

Me
We don't have such a person

Please state Full name, and contact details

Do you have a targeted CMS chosen?

Yes
No

Please select chosen CMS

CMS are listed alphabetically, please select "Other" at the end of the list if you didn't find your CMS.

Please describe it in detail, including specific information regarding existing programs and software that your website needs to interact with?

Will you have a need for secured transactions (e-commerce)?

Already have
Yes
No

Please describe current transactions process and technology

Please describe featured transactions needs

Marketing & Updating

How do most people find out about your current website?

What kind of triggers prompt a visit (referral links, incentives, search engine terms)? What methods of distributing the URL already exist within the company on and offline?

Briefly, what are your short-term marketing plans (specifically, for the site redesign and the 6 to 12 months following launch)?

Do you have an existing or planned marketing strategy in mind?

If so, please describe

Do you intend to keep the site updated?

Yes
No

Who is/will be responsible for updating and providing content?

Full name, Phone, Email

Additional Information

Please take as much space as you need.

Did you already received and accepted the offer?

I have accepted the offer and we are on the process of preparation
The offer was not sent to me yet
I didn't accept the offer yet

Access

Where is your current site hosted?

Who is your Domain Name registrar?

Where are your emails hosted?

Total number of email addresses:

Please enter a number greater than or equal to 1.

Will you need assistance in setting up new emails, or moving email addresses?

Yes
No

Do you have administrative access to your current website?

Yes
No

Do you have access to your payment gateway?

Yes
No

yes or no only please