Website & Business Requirements & Planning:

Erika Feinberg, Chief Strategy & Outcomes Officer, Erika@ApexOutcomes.com

Provide a map your corporate org chart (all related companies and how they tie together. If there’s only one company with multiple business units, map it out using the following structure.)

Nature of Visitors: Clearly define your most desired visitors: (customers, referral sources, decision makers, employees, advocates, press)1.2. 3…

Visitor Interaction: What will visitors be able to do on this website? List all the activities they will complete while visiting. (upload files, download forms, sign up for something, ask questions…)1.2.3…

Content Management: (Not everyone enters the home page. If you’re doing this right, every page of your website is purposefully SEO’d and found for its own purposes.)What do you want seen and articulated on every page? (Make sure it’s in the frame)1.2.3…What messaging do you absolutely want to get across? Branding, messaging, offerings…1.2.3…

Company or Dept Name and subtitle of

company function.Insert branding to the

left.

What content will you want to keep current and change yourself, and how will that be managed?(Editing, updates and administration)1.2…

Marketing/EngagementWhat information exchange and engagement do you desire?1. Email marketing strategy & list building-describe2. Worksheets-describe3. Social media postings/sharing-describe4. RSS feeds5. Media Inquiries- describe target audience and what you want to provide and gather.on a day-to-day basis? Is there a need for a Web Content Management System?

Tracking: What are the reporting needs of the website? Define a list of Key Performance Indicators that stakeholders and other interested people need.1.2.3…Search Engine Optimization:  List the key words and phrases from your industry that your ideal audiences will be searching on? (What and why you might want to, most ideally, be found.1.2.3…

Other Requirements: Comments/ideas. Must-haves for the present, and future, not needed now.

ADMINISTRATOR: Technical Plan is motivated by client above, and project is delivered on by a web specialist. SEO: List items and activities to enable this, such as, a unique title and description tag on

every page, URL strings, how you’re tagging images, tying together with SM, tying in with all online properties, rules and strategy for reciprocal linking...

Accessibility: how will people with special needs use the website? List the requirements to allow access by screen-readers etc. (or, is this a ‘not now’item?)

Hosting: how will the website be hosted? Identify the type of hosting (cloud or physical servers) and the site (own hosting or third-party).

Sitemap and Navigation: what is the structure of the website? List the sections and content categories of the website.

Reporting: what tools will be used to report and what information will be gathered? Security: what will be in place to make sure the website is secure and safe for visitors to use?

List all security considerations.

Once the requirements document is filled in, the administrator should submit a delivery timeline to you in either milestones or in one delivery date of all requirements.

You might want milestones and reviews as the administrator goes along so there are no major surprises on the ultimate delivery date.