Client Interview - pianohagens/noHurtToTry GitHub Wiki
Client Survey link to Google Docs
WINDING PATH CLIENT SURVEY
General Information
1. What is the name of your company and your current (or intended) URL?
The Winding Path is a small non-profit organization that helps recently incarcerated people navigate the admissions, registration and financial bureaucracy at Seattle Central College. URL: Hoping for: windingpath.com
2. Who are the primary contacts from your organization, and who has final approval on the project? Please list names, titles, email addresses, and phone numbers.
Kyrrah is the primary contact and will have final approval. eMail: [email protected] Phone: 206.605.0508
3. What is your intended launch date for the new site? Are there any outside considerations that might affect the schedule (for example, PR launch, tradeshow, annual report)?
The intended launch date is the beginning of Fall Quarter (end of September)
4. 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?
NA
Current Site
1. Do you feel your current site promotes a favorable user experience? Why or why not?
The current site has good UX
2. What specific areas of your current site do you feel are successful? Why are they successful?
The current site is successful because the navigation is very clean and the color pallette is relaxing.
3. What shortcomings exist with the current site, and what three things would you change on the site today if you could?
The current site’s shortcoming is It is not complete.
4. Have you conducted usability tests or gathered visitor feedback for your current site? If so, how long ago? Please include any reports or findings.
Kyrrah has shown the current site to a couple of people and they liked the clean site. There has been no actual testing.
5. How important is it to maintain your current look and feel, logo, and branding?
It is important to Kyrrah to maintain the current look and feel and branding. He is very happy with the fonts, colors, logo, banner image, and general architecture of the current site.
Reasons for Redesign
1. What are the main reasons you are redesigning your site (new business model, outdated site, expanded services, different audience)?
Kyrrah wants to launch for fall quarter and the previous site is incomplete.
2. 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.
Primary Objectives: Inform about offered services Secondary Objectives: Provide a list of resources
3. What is the main business problem you hope to solve with the site redesign? How will you measure the success of the solution?
Problem: familiarize people w/existence of program Results: increase in people using services
4. What existing strategy (both on- and offline) is in place to meet the new business objectives?
The existing strategy to meet the organization’s objectives is to train people.
Audience/Desired Action
1. 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.)
A typical site visitor is:
- Male
- formerly incarcerated
- between the ages of 25-60
- online 5x/month looking for resources
- Income level: Poverty/unemployed
2. What is the primary “action” the site visitor should take when coming to your site (make a purchase, become a member, search for information)?
The primary action of a site visitor would be to search for information.
3. What are the key reasons why the target audience chooses your company’s products and/or services (cost, service, value)?
The key reasons the target audience would choose this organization is because they need help, and Kyrrah’s the only one who does this.
4. 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 and by how much?
Kyrrah estimates that approximately 5 people a month visit the current site.
Perception
1. 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?
Site visitors should perceive the new site as: friendly, helpful, encouraging
2. How is your company currently perceived offline? Do you want to carry the same kind of message through your website?
Offline, The Winding Path is perceived as friendly, helpful and encouraging and it’s very important that that message carry through to the website.
3. How does your company differentiate itself from competitors? Do you think your current audience differentiates you from your competition? Please list competitor URLs.
The Winding Path currently has no competitors. But it does stand out because it is run entirely by formerly incarcerated people.
4. List the URLs of any sites you find compelling. What specifically do you like about these sites?
Kyrrah couldn’t think of any
Content
1. Will this site use existing content from the current site? If so, what is the source, who is responsible for approval, and has the content been audited? If not, will you be creating content in-house or using an outside provider?
There is no existing content outside of a few design assets (ie a logo, fonts, colors). Kyrrah will be responsible for the content.
2. 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?
This redesign will be an expansion of the current site.
3. Describe visual elements or content that should be utilized from your current site or marketing materials (logo, color scheme, navigation, naming conventions, etc.)
Kyrrah would like to keep most if not all of the visual elements from the current site (ie a logo, fonts, colors).
4. 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? Do you already have a sitemap or outline for the proposed redesign?
This redesign is meant to expand on, refine and complete the current site. As such, there is an existing sitemap (Emilio’s version).
Technology
1. What is your target platform and browser? Whom can we talk to in your organization to help respond to technical issues?
Kyrrah is the primary tech/computer guy for the organization. The target browser will be FireFox and Chrome
2. Are there specific technologies (Flash, JavaScript, DHTML, etc.) that you would like to use in the site? If so, how will they enhance the user experience? Please describe in detail.
Kyrrah envisions the site using the following technologies: PHP for contact form, JavaScript for an Interactive map, Jquery plugins.
3. Will you have database functionality (dynamic content generation, personalization/login)? Do you already have a database in place? Please describe it in detail, including specific information regarding existing programs and software.
Kyrrah would like to have dynamic content generation but does not foresee needing a personal login, nor a need for an account. Currently there is not a DB in place but ideally there would be a DB to contain the resources for the interactive map.
4. Will you have a need for secured transactions (e-commerce)? Do you already offer transactions online? Please describe in detail.
There is a donate button, but it will link to a Go-Fund Me page.
5. Will you require other specific programming needs (such as personalization or search capability)? Please describe in detail.
No other specific programming needs required.
Marketing/Updating
1. 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?
Most people find out about the website and the organization via Word of Mouth. Kyrrah would like to expand on that with SEO. The URL is currently distributed via referrals/word of mouth.
2. Briefly, what are your short-term marketing plans (specifically, for the site redesign and the 6 to 12 months following launch)?
Short-term marketing plans include advertising on social media and via flyers.
3. Do you have an existing or planned marketing strategy in mind to promote this site redesign? If so, please describe.
There is no existing or planned marketing strategy.
4. Do you intend to keep the site updated? If so, how often? Who is responsible for updating and providing content?
Kyrrah intends to keep the site updated and foresees updating it monthly.
Additional Notes/Comments Please take as much space as you need.
- Wants a JS app that shows a map of WA and when you click on a county the services provided for that county would appear.
- Printable Checklist of steps to take to navigate SCC admissions
- List of other schools w/navigators like Kyrrah
- Doesn’t want site to look like every other WP site
THE MAINTENANCE SURVEY
General Information
1. What areas of the redesigned site will be updated (for example, news, photos, products, reviews) and how often (for example, daily, weekly, monthly, quarterly, annually)?
Kyrrah intends to keep the site updated and foresees updating it monthly. Items that might be updated would include: resource lists, news, & photos
2. Describe the maintenance team and individual responsibilities and time allocation, if known. (Full time? Part time? Split jobs?)
At this point the maintenance teams consists of Kyrrah, but it may expand to more people in the future.
3. How will the site be updated? Will you be inputting content manually into HTML or XML files? Will you be using a content management system (CMS) to dynamically update and deploy content (useful, for example, in the management of e-commerce inventory or text publishing databases)? If using a content management system, please describe in detail.
Since we will be creating a WordPress site, the site will employ a CMS. Ideally, as much automation as possible would be employed.
4. Who is responsible for maintaining the site from a technical standpoint, and what is this person’s technical expertise level? What experience and capabilities does he or she have? Will the person require training?
Kyrrah is the site’s tech guy. He’s got a strong programming and graphic design background.
5. Who is responsible for making graphic changes on the site? What is his or her design expertise level?
Kyrrah has a strong graphic design background.
Content Creation
1. Who is responsible for creating the content for the site? Is this person able to dedicate part- or full-time resources to content creation?
Kyrrah is responsible for creating the content for the site.
2. Who is responsible for approving look-and-feel changes (as the site expands) to ensure that the quality of the site is maintained?
Kyrrah is responsible for approving look-and-feel changes.
3. How often will new sections or areas be added to the site? Will they be based on the existing site’s template or be independent sections?
There’s no anticipation of any major new sections or areas being added to the site, but any that would, would be based on the existing site.
Production Expertise
1. What technological expertise is necessary to update the site (basic HTML knowledge, light scripting knowledge)?
Technological expertise that would be necessary to update the new site would include: basic HTML and CSS and Wordpress.
2. Is there an automated process of changing content on the home page (an automatic refresh of images or text each time a person comes to the site, a randomly generated quote, or a date change)?
There is no automated process of changing content on the home page on the current site.
Promotion
1. How will the user know the site has been updated? Will there be email announcements or specials tied into the site updates?
If something’s new it should be advertised on the site’s home page. Kyrrah may create a mailing list down the road.
2. Who is responsible for continued search engine and keyword updates and submissions? How often will keywords and META tags be revised?
Kyrrah, will be responsible for continued search engine and keyword updates/submissions as needed.
TECHNICAL SPECIFICATIONS
1. Please identify whether you currently use any of the following features on your site. Describe in as much detail as possible. (Check all that apply and describe briefly below.)
Search engine Personalization (login/cookie set)
NA
2. List any other features that you hope to add to your site, now or in the future.
Desired features:
- Email newsletter distribution
- discussion and/or bulletin board
- news/press release area
- Interactive map
3. Are there or will there be any e-commerce transactions on the site (secure transactions, interface with inventory database, and fulfillment)?
There will be no e-commerce transactions on the site.
4. Is there or will there be login, registration, and/or personalization incorporated?
There will be no login, registration or personalization incorporated.
5. Do you currently or will you in the future use a content management system (useful, for example, in the management of e-commerce inventory or text-publishing databases) to dynamically update and deploy content?
This project will move the current site to a WordPress CMS site. This would allow for DB management of resources, blogs, news and other assets.
6. Does the site need to integrate with any pre-existing database system? If so, what kind of database is currently being used (FileMaker, Access, Oracle, SQL)?
There is no need to integrate with any pre-existing DB system.
7. Will you be using any scripts or code that have already been established? Are they server-side or client-side (if known)?
It’s possible existing scripts or code will be used from the existing site. Most of the scripts would be JavaScript.
8. Please list names and contact information for the current tech lead and any third-party vendors/providers that we may need to talk with to gather additional details.
NA
CLIENT (USER) SPECIFICATIONS
Target Specifications
Resolution
Current: Web/desktop and mobile (unsure of specifics) Desired: Web/desktop and mobile
Browsers
Current: Chrome and FF Desired: Chrome, FF, Safari
Platforms
Website should support both Mac and Windows
Connection Speed
The site should be able to download nicely on all connection speeds.
Page Download
30-80K
Functionality/Features
Form JavaScript Pop-Up Windows