The Project Discovery Gathering requirements with clients Anthi Malteza Designer

Usually The Project Discovery gathering requirements with clients client makes contact, requests proposal based on outline some back and forth communication maybe some calls/meetings for clarifications team communications client makes contact, requests proposal based on outline some back and forth communication maybe some calls/meetings for clarifications team communications

Sometimes A client shows up with a crystal clear request solid project requirements good understanding of resources needed clear definition of what success looks like well researched ideas and validated assumptions Sometimes Many other times The Project Discovery gathering requirements with clients

Many other times A client may have unclear goals lack technology knowledge overseen hidden opportunities leave unaddressed problems Many other times Sometimes The Project Discovery gathering requirements with clients

Many other times A client may say That’s not what I meant I didn’t know there was an alternative way, why didn’t you tell me? I have never looked at my analytics But I will need to hire 2 people for that Many other times Sometimes The Project Discovery gathering requirements with clients

The Project Discovery gathering requirements with clients Sometimes it’s good enough To receive a well written requirements document

Many times it is not enough to define and communicate the full range of needs The Project Discovery gathering requirements with clients

The Project Discovery gathering requirements with clients The Project Discovery gathering requirements with clients Strategy UX Content Brand Tech

The Project Discovery gathering requirements with clients The Project Discovery gathering requirements with clients Strategy UX Content Brand Tech Project Outline

The Project Discovery gathering requirements with clients Strategy where I am going is different

The Project Discovery gathering requirements with clients Strategy from how do I get there

The Project Discovery gathering requirements with clients User experience Consistency throughout Opportunities for improvement

articles, blog posts pictures and graphics videos, other media products articles, blog posts pictures and graphics videos, other media products The Project Discovery gathering requirements with clients Content types and formats

The Project Discovery gathering requirements with clients Content Automations, extentions, integrations

Logo Variations Document Templates Brand Colors Brand Colors Avatars & Covers Typography Custom graphics, illustrations Newsletter Materials The Project Discovery gathering requirements with clients Brand What is available / What is needed

The Project Discovery gathering requirements with clients Tech Hosting Domain name Server setup Analytics and tracking APIs, Integrations Security Maintenance & Support Extra services

The Project Discovery gathering requirements with clients Big picture first - identify goals Understand priorities & dependencies Plan for both short & long term Reduce risks, prevent trouble Align business & user goals Why?

The Project Discovery gathering requirements with clients Kick off meeting. Face to face assessment and evaluation. Research information, review analytics, ask users Collaborate to set goals & conversions from business perspective Collaborate to setup customer personas Agree on a product blueprint (sitemap, sketches, wireframes) How?

The Project Discovery gathering requirements with clients Ideally, invite client to a live workshop Prepare points of discussion, ready to collect information from participators Walk client through the process and ask questions to ignite conversation Make sure to cover all 5 areas of the project outline Summarize and export discovery outcome to a presentable format What?

The Project Discovery gathering requirements with clients Sketches User pesonas User stories and journey maps Wireframes Information architecture Outcome

The Project Discovery gathering requirements with clients discover PROBLEM OPPORTUNITY SOLUTION define deliver develop The Project Discovery gathering requirements with clients

The Project Discovery What to do next The Project Discovery gathering requirements with clients discover PROBLEM OPPORTUNITY SOLUTION define deliver develop

The Project Discovery Remember Focus on objectives, not deliverables Keep the end user point of view into the team perspective Get stakeholders involved Get stakeholders involved Challenge opinions against data and evidence The Project Discovery gathering requirements with clients

Further Discussion [email protected] linkedin.com/in/anthimal twitter.com/Anthi_Mi you can find some of the presentation icons on iconmonstr.com