Make The Logo Bigger: Becoming The Client Your Developer Loves

by Michelle Schulp Hunt

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MAKE THE LOGO BIGGER BECOMING THE CLIENT YOUR DEVELOPER WILL LOVE

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@marktimemedia I Design THINGS. USUALLY WORDPRESS. HI, I’M MICHELLE.

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@marktimemedia WHY WE’RE HERE @marktimemedia

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@marktimemedia WHY WORK WITH A PROFESSIONAL?

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@marktimemedia DON’T NEED HELP when you

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@marktimemedia SHOULD SEEK HELP when you

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@marktimemedia CUSTOMIZATION @marktimemedia

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@marktimemedia Flickr: Nick Sherman COMPLEXITY @marktimemedia

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@marktimemedia KNOWLEDGE @marktimemedia

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@marktimemedia MISSION CRITICAL @marktimemedia

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@marktimemedia become an EXPERT WORDPRESS USER

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@marktimemedia BEFORE YOUR PROJECT STARTS

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@marktimemedia PROJECT DUE DILLIGENCE @marktimemedia

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@marktimemedia WINS? what are your

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@marktimemedia DEFINE PROBLEMS PRESCRIBING SOLUTIONS without

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@marktimemedia BUSINESS DUE DILLIGENCE @marktimemedia

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@marktimemedia FINALIZE INVOLVED who needs to be

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@marktimemedia PREPARE YOUR COMPANY for outside help

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@marktimemedia CHOOSING A PROFESSIONAL

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@marktimemedia FREELANCER? CONTRACTOR? TEAM? AGENCY? @marktimemedia

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@marktimemedia FREELANCER/INDEPENDENT •  Could be a specialist or a generalist •  Works on their own time/equipment •  Self-managed •  Managing multiple clients •  Communicates directly with you, on their schedule •  Rates vary based on experience

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@marktimemedia CONTRACTOR •  Often specialized •  Works onsite for pre-determined time alongside you or your team •  Requires proper equipment while onsite •  Needs to be managed •  100% dedicated to you while on-site •  Rates vary based on experience

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@marktimemedia TEAM/AGENCY •  Group of independents or full-service agency •  Combination of experiences and skillsets •  More resources & ﬂexibility •  Can often manage multiple parts of a project •  Communicating with account or project managers whose job it is to interface with clients •  More expensive

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@marktimemedia Flickr: See-ming Lee 李思明 SML DEMYSTIFYING JOB TITLES @marktimemedia

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@marktimemedia WORDPRESS DESIGNER •  Usually: Aesthetics, interface, experience •  Sometimes: Theme development, frontend markup/ styling languages and/or Javascript, other design ﬁeld experience •  Related: UI/UX Designer, Theme Designer Choose this person if: Your project requires a very strong visual language

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@marktimemedia WORDPRESS DEVELOPER •  Usually: Interactive/programming logic •  Sometimes: Design/Styling experience, appliction/ integration experience, other programming languages •  Related: Frontend Developer, Backend Developer, Theme Developer, Plugin developer Choose this person if: Your project has complex functionality or integration requirements

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@marktimemedia WORDPRESS IMPLEMENTOR •  Usually: Combines existing solutions to solve problems •  Sometimes: development experience, design experience, content writing experience •  Related: Integrator, Consultant Choose this person if: You want to build your project out of recommended existing solutions but aren’t sure where to look

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@marktimemedia SEO CONSULTANT •  Usually: Recommending, optimizing, implementing and tracking SEO efforts •  Sometimes: development experience, design experience, content writing experience, social media strategy, external campaigns •  Related: SEO Strategist, Search Engine Marketer Choose this person if: You have an existing site or are in the process of redeveloping a site

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@marktimemedia WORDPRESS EXPERT Usually: means objectively nothing!

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@marktimemedia DON’T FORGET THE REST! CONTENT: Writers, Photographers, Animators, Videographers OUTREACH: Email campaigns, social campaigns, Newsletters, Marketing ONGOING: Security, maintenance

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@marktimemedia WHO TO HIRE? @marktimemedia

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@marktimemedia LARGER PROJECT: TEAM MULTIPLE SKILL SETS

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@marktimemedia SMALLER PROJECT: INDIVIDUAL SPECIALIZED SKILL SET

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@marktimemedia MULTIPLE INDEPENDENTS a note on

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@marktimemedia LET’S TALK ABOUT MONEY

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@marktimemedia WE NEED TO KNOW YOUR BUDGET @marktimemedia

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@marktimemedia PAYMENT TERMS •  Hourly: exploratory work, billed after a set amount of time •  Flat Fee: charged in increments including up-front deposit, ﬁnal payment before product is delivered •  Retainer: pay in advance on a schedule for ongoing work

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@marktimemedia EVALUATING BIDS @marktimemedia

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@marktimemedia TYPE OF SITE COST does not determine

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@marktimemedia INFLUENCING PRICE •  Four Factors (Customization, Complexity, Knowledge, Mission Critical) •  Size/Scale/Scope •  Timing & Availability •  Cost of Doing Business •  Value of Final Product •  Difficulty/Ease of Working With YOU

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@marktimemedia ASK QUESTIONS (also read chrislema.com) @marktimemedia

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@marktimemedia BID COSTS FINAL are not always @marktimemedia

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@marktimemedia A QUOTE IS LIKE A HOME INSPECTION @marktimemedia

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@marktimemedia PROJECT STAGES

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@marktimemedia Flickr: xutheinsun DISCOVERY & STRATEGY @marktimemedia

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@marktimemedia DISCOVERY & STRATEGY Explore project scope: functionality, visuals, audience, business & technical goals, available resources Make decisions: methodology, technology, themes/ plugins, design & development strategies, content architecture @marktimemedia

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@marktimemedia TERMINOLOGY •  Content Map: more complex than a site map, often includes content types and other relationships •  Scope: the size/complexity/timing of your project •  Site Map: a hierarchical documentation of the pages and elements of your site •  User Personas: taking a "target demographic" and turning it into a speciﬁc representational person with personality, goals, and needs •  User Testing: test subjects monitored on the use of your existing site to achieve speciﬁc tasks, to see what elements are successful and/or confusing

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@marktimemedia DESIGN @marktimemedia

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@marktimemedia DESIGN Visually strategic problem solving Aesthetics: exploring color, fonts, imagery Experience: workﬂows, site elements, interface @marktimemedia

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@marktimemedia TERMINOLOGY •  Information Architecture: how elements relate to other elements on a page and across the site, including interactivity, hierarchy, importance, and visual weight •  Mockups: static aesthetic representations of a site •  Prototype: interactive representations of a site (not production code) •  UI/UX: User Interface (the elements on screen with which your users interact), User Experience (the intuitiveness, consistency, and emotions when interacting with your site) •  Wireframes: visual structure of a site without aesthetic elements

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@marktimemedia DEVELOPMENT

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@marktimemedia DEVELOPMENT Problem solving for functionality, interactivity, and integration Frontend development: implementing visual and structural elements as well as client-side interactivity. Writing functions to output WordPress content. Backend development: solving higher-level logic problems, creating relationships between data that don't already exist, or creating relationships between WordPress and outside or third party components. @marktimemedia

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@marktimemedia TERMINOLOGY •  Content Management System: database plus files •  HTML, CSS: markup and styling languages (visuals and structure) like walls and paint of a house •  JS, PHP: interactivity and functionality languages (client side/ browser, server side/cloud) •  Theme: the code that determines the visual structure and layout of your site •  Template: a specific page layout within a theme •  Plugin: a set of code that introduces specific functionality

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@marktimemedia TERMINOLOGY •  Local Development Site: copies of the site running on a person’s computer, usually for performing ongoing development •  Staging/Sandbox Site: a copy of the site running on a web server, often similar to the live site, but is not the live site. Usually for testing and previewing development work. •  Live Site: Where your domain points, where the ﬁnal product will live, “your website”

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@marktimemedia TERMINOLOGY •  API: allows one set of software to standardize communication and seamlessly interact with another set of software, makes its features or functionality available for use •  Agile: an iterative task and review based form of project management and development •  Git/Github/Version Control: a programmatic way for tracking changes, contributions to code, syncing between environments •  Responsive/Mobile First: sites that change to ﬁt different environments using the same codebase. Includes scaling, swapping, reorganizing, and changing content and structure to ﬁt different contexts, including size, weight, device

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@marktimemedia DEPLOYMENT @marktimemedia

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@marktimemedia DEPLOYMENT Putting the ﬁnished product onto your live site Could be all at once, or in stages/phases •  Domain: your address (www.yoursite.com) which will be pointed to your host •  Hosting: your home (different levels of speed/reliability/service/ features for the cost) which will have a database and ﬁle storage @marktimemedia

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@marktimemedia POST-DEPLOYMENT Monitoring, Testing, and maintenance Learn what is working and what needs to be improved •  Analytics: data about who is using your site, when they are using it, and how they are interacting with it @marktimemedia

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@marktimemedia GIVING QUALITY FEEDBACK

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@marktimemedia DESIGN FEEDBACK Start with evaluating look and feel Evaluating design as a series of increasingly speciﬁc systems/rules Evaluate clarity and communication Remember it’s for your audience, not for you Be speciﬁc! Ask questions! Good designers can always answer “why?”

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@marktimemedia DEVELOPMENT FEEDBACK Focus on “how it works.” Evaluate cross-platform usability and consistency of experience rather than pixel perfection Explain what you expect to happen in addition to what is actually happening Be speciﬁc! Ask questions! Good developers can always answer “why?”

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@marktimemedia RESOURCES http://www.smashingmagazine.com/2011/06/following-a-web- design-process/ http://thewc.co/articles/view/web-development-process-start-to- ﬁnish Mike Monteiro: You’re My Favorite Client

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@marktimemedia QUESTIONS? Michelle Schulp [email protected] @marktimemedia bit.ly/be-a-good-client