All You Need to Know about Web Design Project Planning and Process
Having a keen understanding of Web Design Project Planning Process is invaluable. With a clear organization, you’ll be able to work better and more efficiently. Moreover, with this document you’ll be able to show your clients what they are paying for.
Here are the different steps of Web Design Project Planning Process.
Quick legend
- (M) stands for “Milestone”. It shows crucial moments of the Web Design Project Planning and Process.
- ($) shows where you may have to spend money to get the things done.
Preparation
- Study client and job specificities
- Appraisal of existing web site, IT systems
- Check competition
- Define site goals and overall strategy
- Web design client questionnaire (M)
Quote submission
- Confirmation of site objectives (corporate, marketing, etc.)
- Choose business model & Marketing plan
- Plan interactions, technologies & functionalities
- Choose content management system
- Choose data delivery model and backup
- Roles and responsibilities
- Initial timetable
- Quote submission
- Project validation & deposit paid (M)
Planning
- Website title
- Host selection & registration ($)
- Domain name selection & registration ($)
- Mirrors & other domain-related registrations ($)
- Website structure & information architecture
- Validate wireframe (M)
Layout
- Overall look and feel
- Choose fonts
- Color scheme research
- Make sure your color scheme is accessible to colorblind and visually impaired people (or provide an alternative)
- Standards and templates (usability, accessibility, etc.)
- Basic layout creation – (X)HTML/CSS
- Validate Mockup (M)
Content preparation
- Review content providers (copy-writers, illustrators, etc.)
- Text reception/update/creation ($)
- Art reception/update/creation (photos, illustrations, etc.) ($)
- Add web specific content (text, art, music, etc.) ($)
- Distribute content quantity – Keep home-page light and effective
- Provide a call to action for every page (avoid dead ends)
- Copyrights, terms of use, and privacy policy
- Contact details
- About page (with author(s), company information, credits, etc.)
- Testimonials, reviews and awards
- Products description
- FAQs
- Other content
- Optimize target keywords usage in content
- Proofread
- Validate content (if you provide site copy) (M)
Content integration
- Merge mockup and content
- Pay special attention to content layout and hierarchy (try to meet the user “Z” reading pattern)
- Define headers (h1, h2, etc.) and paragraphs
- Adapt font size, leading, spacing… to improve legibility
- Chose if you want to allow/disable text to be resized through the browser
- Identify and add meta tags, meta descriptions and descriptive titles
- Label links with anchor tags which show where they lead
- Make links consistent and easy to identify (style special links, like feeds or emails)
- Add “alt” tags on all significant images (keep “alt” tags empty on other images)
- Provide text-based alternatives for all significant medias without “alt” tags
Design
- Artworks reception/update/creation (photos, illustrations, etc.)
- Logo reception/update/creation
- Design header with clear statement of the site purpose & and prominently placed logo linked to home-page
- Add visible search form to the header or to the top of right column
- Design clear navigation (if in JavaScript/Flash, provide a text-based alternative)
- Design main section (columns and sidebars) and footer now or later
- Make sure that important content is above the fold at least for home-page
- Balance illustrations/photo and text importance according to the site purpose
- Advertising-ready design & link page set up
- Design visible testimonials, reviews and awards
- Make sure content and/or design elements encourage future visitation or viral sharing
- Make sure company information and contact (email or form) are immediately accessible (address, phone number, etc.) so that your visitors know that you are a “real” company
- If many choices are available (example: different products of the same kind) clearly highlight one to help your visitors choose (don’t make them think!)
- Style lists and special text fields (error, validation, etc.)
- Design buttons, sprites, etc. Make sure they change on hover if they are clickable.
- If (really) necessary, create a splash screen in JavaScript/Flash with text-based alternative
- Design Favicon
- Details, details, and… details
- Validate design (M) and send files to client if needed ($)
Functionalities
- Build database
- CMS/Blog/E-commerce implementation
- Forms/scripts (keep required information from the visitor to a minimum and make sure that your forms handle special characters correctly)
- Newsletter (site functionality & email format)
- Custom applications & Functionalities development
- Restricted areas (backend and password protected pages)
- Account login/registration pages (ask for registration late)
- Other special functionalities
- First timetable update
Technical & Usability
- Make URLs meaningful & user-friendly
- Ensure that URLs are always consistent (www.woobzine.com or woobzine.com)
- If navigation or design breaks a browser’s back button, provide an alternative
- Cross-browser optimization
- Create custom 404 error page
- Ensure that visitors receive confirmation after every action
- Make site print-friendly
- (X)HTML validation & optimization
- CSS validation & optimization
- JavaScript validation & optimization
- Optimize the site for graceful degradation
- Optimize images & files weight
- Protections & .htaccess functions (anti-spam, compression, caching, anti-hotlinks, etc.)
- Further website security (database, cgi-bin, etc.)
Testing (first round)
- Web standards testing
- Usability testing ($)
- Accessibility testing
- Typography testing
- Content testing ($)
- Design & Identity testing ($)
- Links testing
- Transaction testing
- Second timetable update
- Correcting errors and overall optimization
- Complete offline testing
- Site validation (M)
Going live
- Documentation
- Upload site
- Statistics and optimization programs set up (Analytics, Feedburner, etc.) ($)
- Configure backup schedule and test recovery from backup
Training of staff
- CMS, Blog training
- (X)HTML/CSS training
- PHP training
- Community building training
- SEO training
- Web marketing training
- Others if necessary
Marketing & SEO
- Create an XML Sitemap
- Configure robot.txt
- Submit site to Search Engines
- Submit sitemap
- Check formatting of site results in SERPs
- Galleries and Web Standard submissions
- Ads buying/selling ($)
- Newsletter & Mail campaign ($)
- Auto-responses
- Set-up email monitoring & alerts
- Get referrals & testimonials
- Link negotiation ($)
- Offline marketing ($)
- Social networking & marketing ready for launch (Twitter, MySpace, Digg, etc.). It’s buzz time! ($)
- Launch special events/promotions ready ($)
Testing (second round)
- SEO testing
- Marketing testing
- Optimization testing
- Database testing
- Security testing
- Complete online testing
- Site validation and invoice paid (M)
Launch
- Write completion report & recommendations
- Burn CD with site and files (pictures, flash, etc.)
- Page with all accounts information (ftp, admin, etc.)
- Copyright transfer documents
- Wrap all this in a portfolio and send with a gift
- Launch special events/promotions
- Have a big party!!! (yes, you deserve it!)
Maintenance & Optimization
- Webmaster activities (content feedback & update, new products, calendar updates, etc.)
- QA sessions
- Adding new functionalities (newsletter, gallery, etc.)
- Periodic strategic audits and reviews.
- Build, monitor, respond to community and feedback
- Data Collection (e.g. web stats) and Analysis
- Links (optimization, negotiation, dead links, etc.)
- SEO & Pagerank (update titles, keywords, tags, etc.)
- New submission to search engines
- Sitemap update
- Social networking & marketing
- Security Backups
- Site redesigns and makeovers
Management Processes
- Project evaluation (results/plan, goals achievement, etc.)
- SEO review (2-4 months after going live)
- Revised marketing plan & budgeting
- Documentation updates
- Ongoing roles and responsibilities
- Last recommendations
What now?
I hope this list was helpful. I spent hours working on it. But you know what? I can make it even better!
If 100 readers or more decide to follow me on twitter before the 20 october, I’ll refine it even more and add links to many resources for every steps of this process.
OMG! I reached the 100 more followers in 3 days! Thank you all. As promised here is the next article, with many new links and resources : All you need to know about Web Design Project Preparation. It’s HUGE, with almost 500 lines worth of advice and 23 quotations!
Beside that promise, I wanted to give you all a small gift. That’s why I released a powerful 960px grid template for photoshop. It’s free and I hope you’ll like it!
Thank you again!
Interesting links
- All you need to know about Web Design Project Preparation
- Web Design Workflow – Complete Overview
- How to Create a Standardized Web Site Development Workflow
- A Design Method
- Redesigning the ExpressionEngine Site
- Learning Web Design Process
- 6 Phases of the Web Site Design
An awesome Gantt Chart Software
Tom’s Planner is an awesome Gantt Chart Software. And you know what? They decided to use this post for their web design template. If you have at least 10 minutes, be sure to try it it’ll make your web design life a lot easier!
Related Posts
You may want to check out the following related posts:
Tsedaka
October 13th
If you couldn’t post a comment before that was because of a .htaccess problem…
Some code was meant to protect Woobzine from bots but disabled comments for everyone. Sorry!
Up to now around 30 new people started to follow me on twitter through this post! Thanks everyone. I’ll do my best to make this blog a good place to hang around!
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sabrina
October 13th
Great post! This will surely help those who are into web development projects. The procedure is standard in almost all offshore web development companies. Thanks for this!
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gafields
October 13th
Great article! Really useful. I’m going to print it now and share it with my collegues Thank you
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Jason
October 13th
Great article you have here. I will definitely be using this structure in my future projects.
Thanks!
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The Mafalian
October 13th
salut.
pouvez-vous svp le traduire, ca l’air intéressent
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Tsedaka
October 13th
@The Mafalian
Oui, je le traduirais si ça intéresse 5-6 personnes. Donc, tu peux partager le lien avec des amis à qui ça pourrait servir, comme ça je le traduirais plus vite ^^ (beaucoup de personnes m’ont écrit pour me demander la suite en anglais, donc pour l’instant ils ont la priorité)
@All
Thank you for your support! If you have any advice to make this article better, tell me. I’ll listen to you :)
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Cosmin
October 13th
Wow, I never actually put the process down on paper… I didn’t think it gets that big, but yes, that’s what a webdesigner goes through in a project… well ok, not all and not everytime :) Thanks!
By the way, what plugin are you using for the multiple language blog?
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Tsedaka
October 14th
@Cosmin
I use the “langage switcher” plugin http://www.poplarware.com/languageplugin.html. It was somewhat a pain to setup this plugin because you need to edit the code of many other plugins to integrate it with your blog.
But after that, it’s working like a charm. :)
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Tom
October 14th
Very nice article!
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Web Design
October 14th
The design and layout of your site is the next most important part of building a website. Make a bad choice here and it won’t matter how great your content is or how much advertising you do. If your site looks bad no one will visit and those that do won’t stay long or buy anything.
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Tsedaka
October 15th
Thank you :)
I received an interesting question on twitter asking why I put “Layout design” before “Content preparation”. Here is the answer:
- First, if your Web Design Client Questionnaire is good, you should have enough information and enough early content (logo, company description, some print material, etc.) to start building your layout.
- Then, “Layout design” and “Content preparation” should NOT be done at totally distinct times. If you try to create a good layout without enough content to “feel” it, you’re bound to fail.
I hope that was understandable ^^ (damn! I wish English were my mother tongue!)
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April Holle
October 15th
What a great process document! It’s always been hard to articulate all the processes that go into a great website and this is very helpful. Thanks!
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Gabe Hernandez
October 15th
Great Website Checklist. I do question what your recommendations would be for CMS. There are many large corporate (sharepoint) and smaller scale (wordpress) system available. what are your thoughts?
Also, what prep work/strategy do you recommend you put into content develop with copy writers? Doesn’t that go hand-in-hand with good SEO planning?
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Tsedaka
October 15th
@ Gabe Hernandez
To be honest, I can’t really tell because I have no experience with large corporate CMS (SDL, Sharepoint, Open Text… seem to be good solutions depending on the project).
For middle scale projects, EE is very nice. Drupal is an ok open source alternative.
For smaller scale projects, and/or if your client has to add future content himself (articles, pictures, etc.), Silverstripe is the the way to go! (It’s very very user-friendly and I love it)
Wordpress is great too, but I would keep it for blogs only.
When you work with copy-writers, translation service, or when you outsource anything… you must be very cautious. The best way is to have some kind of (generic/template) handbook ready, with all your instructions, advice, etc. (Write it as if you were explaining everything to a child).
Then adapt the handbook to the situation: insert the keywords you want the copy-writers to focus on, give precise SEO guidlines, etc.
Ask for regular updates, criticize, praise… make them not only “know” but “feel”what you need.
I hope that helps a little :)
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Tom
October 15th
The tool I just launched could be really helpful with this project plan. Take a look at http://tomsplanner.com for a new approach on creating Gantt charts.
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Thomas Ummels
October 15th
Hi,
Excellent list! Can I use this for a template on http://www.tomsplanner.com? I will mention you as the source of it and it might be handy for other readers of this blog post so they can instantly start planning their project. (you can contact me at tom@tomsplanner.com)
Tom
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Tsedaka
October 15th
Sure, you can use this template on your site if you mention my name and put a backlink to my article. :)
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Sasha
October 15th
Thank you for taking the time to create such a comprehensive list! It was ALOT of information, but details the necessary steps that vendors and clients need to be aware of in the process. This will help next time someone asks for a corporate website to be built in a few days.
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Sasha
October 15th
Here’s a questionnaire we’ve used before when starting work with new clients:
What’s the purpose of the site? Shopping, info/brochure, lead generation?
Do you have a brand style guide, EPS/Vector versions of your logo, design or web influences for this project?
What type of person do you want to visit your site? What defines credibility for this demographic? What is the central behavior behind your users’ actions?
How will people find your site? Got the budget for SEO?
What are you going to do to ensure visitors to your site, stay there? What can yo you offer that nobody else can?
What is the main thing you want your site visitors to do once they are there? What reason do visitors have to go to your site?
How are you going to get people to come back to your site? Quality content? Refreshing and updating content? Special offers renewed week to week or month to month?
How are you going to monitor the results of your website?
Who is going to be your webmaster? If the site is essential to your business and your marketing, who are you going to trust with it? Is there a plan for an administrative content management system?
Do you have a current hosting company, server-platform and domain name?
What is the deadline? Who will be involved in the approval, edit and review process?
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gm
October 15th
good shit! thank you kindly.
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Polprav
October 15th
Hello from Russia!
Can I quote a post in your blog with the link to you?
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Tsedaka
October 15th
@Polpray
Yes, sure!
@Shasha
Thanks for the feedback + advice :)
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Thibaut Lamanthe
October 16th
Cet article à l’air très intéressant, une traduction FR serait-elle possible ? :)
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Johan
October 16th
Bonjour,
Votre article à l’air super intéressant !
Serait-il possible que vous le traduisiez s’il vous plait =) ?
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Tsedaka
October 16th
@Johan @Thibault
Ok, puisque vous êtes plusieurs à le demander je ferai la traduction bientôt. (Dimanche probablement).
Là je bosse sur la suite de l’article et j’en suis déjà à 300 lignes ^___^ C’est un véritable pavé lol… et donc ça demande un travail fou!
A ce rythme là quand j’aurais fini la série d’article sur ce sujet je pourrais presque publier un e-book. :)
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Carlos Braga
October 16th
Very nice article! Congratz!
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TheWebTuts
October 19th
Tutorial added to thewebtuts.com
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Thomas Ummels
October 19th
Thanks. Will do.
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Seba
October 19th
Wow, incredible check list for a website!
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Kevin
October 20th
Very nice checklist indeed!
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deltacubed web design
October 20th
What a great and massively comprehensive list. Now printed out and stuck to my office wall. Great work!
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Website Design UK
October 21st
Thanks..
this is a great list.
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Web Design Singapore
October 23rd
Honestly i have been in this line for some time. And this definitely works if you are billing your clients who are willing to pay for all the above (i mean each step above requires time to do it and time to acquire the skill sets).
What if you have a good mix of clients who are willing to pay for the above and some clients on a tight budget?
For us, we roll out standard packages (think of it as a summary of the first few processes above) and bill them the lowest price (with other addons available on purchase).
In this way we save time (which we pass on to customers as discounts).
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Tsedaka
October 24th
Well… for clients with a tight budget you can skip some steps but, in the end, the quality will not be the same.
You only have what you are paying for…
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clippingimages
October 28th
WoW :) Awesome article. Thanks for sharing this nice post.
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Thomas Ummels
October 29th
Hi Tsedaka,
We have turned your list into a Tom’s Planner template.
It can be found over here: tomsplanner.com.
Tom’s Planner Gantt chart software is still in beta so it is a free service. So anybody reading this feel free to start working right away on your project schedule by using this template.
Tom
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Tsedaka
October 29th
Great! I think I’ll try your software as soon as I have some free time ^^
@__@ very busy right now because I’m working on my – coming soon – HTML5/CSS framework
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PowerDrome
November 19th
Nice! I always wanted to write in my site something like that. Can I take part of your post to my blog?
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Tsedaka
November 19th
Yes, sure :)
But, please give me proper credits. Thx
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Adam Root
November 21st
What a fabulous post! We actually use a very similar approach. How valuable do you consider landing pages to be?
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Tsedaka
November 21st
Landing pages can be really valuable if designed properly.
A good landing page can bring many conversions :)
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Nate Pihnhert
November 26th
Hello,
Do you recomend writing this in a project management software (like MS Project or OmniPlan) with times and stuff like that?
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Tsedaka
November 26th
Well, depending on how many clients you have, it can be a good idea.
As I am concerned, I only use simple .xls files.
I have a “project” folder + a main process.xls file.
This file has a big unchecked list that I complete and comment step by step.
I think that it’s both simple and powerful.
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Nate Pihnhert
November 26th
Thats a good idea! I might start writing one, I have some projects I could be using it on
thanks!
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