Project Definition

The most critical step in the web design process is creating an accurate project definition. A project definition includes a project brief and a project plan. The client survey is used to gather the information needed to develop the project brief and plan.

How do you create the project definition for a web site? (note: if you are creating a dynamic web application, please refer to 37 Signal's Getting Real methodology for best practice in developing software)

Step 1: Conduct a Client Survey Interview - The purpose of this interview is to determine the purpose of the project, the target audience, branding/perception goals, content source, initial technical specs and communication strategy. Use this client survey* to guide your interview.

Step 2: Write the Project Brief/Creative Brief - Based on the information gathered in the client survey, write the project brief* to define in black and white the project goals, audience profile, audience perception, primary message and competitive advantage. Here is a sample project brief*.

Step 3: Develop Persona(s) - Look back at the client survey and project brief and develop a persona for the primary audience. Use the persona template to bring an imaginary audience member to life by filling in the following details: photo, name, quote, description, demographics, technical profile, top three user goals, top three business objectives for site. Read Building a Data Backed Persona for additional information.

Step 4: Write the Project Technical Specifications - Using the information gathered in the client survey along with the technical standards of your organization, document the Technical Specifications to clearly establish requirements like screen resolution, browser compatibility, download time, web standards and accessibility. Here is a sample technical specification.

Step 5: Develop the Project Plan/Timeline*- Establish the timeline for deliverables and tasks for each phase of the project. Assign due dates and resources.

Step 6: Document Maintenance Considerations - Develop a web site maintenance plan* that documents how the site will be updated and reviewed regularly. Why in the world would you consider maintenance at the beginning of a project? It is important to set clear expectations that web sites and web applications require support and maintenance. Help make sure your clients plan to keep the site healthy by explaining maintenance requirements up front.

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