Client Handbook

Website LaunchPlan | Sample Agenda

Approximately 90-minute session

Introductions

Objective: Get acquainted and understand everyone’s role in the project.

5 minutes

Sample Questions

  • What is your title and role as it relates to this project?

Current State / Brand DNA

Objective: Understand organizational DNA and brand positioning

15 minutes

Sample Questions

  • What are your mission / vision / values and how do they impact your work?
  • Do you have any major initiatives on the horizon?
  • What makes your organization unique?
  • What do your clients rave about?
  • How does your community describe you? What perceptions do they have?

Future State / Goals

Objective: Identify overall project goals and objectives

15 minutes

Sample Questions

  • What big-picture organizational goals are you working on?
  • What are your current and short-term marketing / communications / sales goals?
  • What are your objectives for the website?
  • How would you define a successful website?
  • What impression do you want to make with your website?

Target Audiences

Objective: Identify and prioritize target audiences and website use cases by audience

15 minutes

Sample Questions

  • Who are the primary target audiences you are serving?
  • What are their roles / personas?
  • What questions / concerns / motivations do they have?
  • What content do they access and what tasks do they need to accomplish?

Design

Objective: Understand your visual brand and design preference

5 minutes

Sample Questions

  • How would you describe your visual brand?
  • What feelings do you want the design to evoke?
  • What media / assets are available that we can incorporate?
  • What other sites do you love and what stands out about them?

Features & Functionality

Objective: Review key functionality requirements

30 minutes

Sample Features/Functionality

  • Event calendar
  • Ticketing / donations / online payments
  • Translation / multi-language support
  • Blog / resource library / podcast
  • News / press
  • Staff
  • Forms
  • Careers / job listings
  • Integrations
  • Site search
  • Newsletter

Next Steps

Objective: Wrap up and review what happens next

5 minutes