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Planning and Discovery
The main decisions you need to make before starting a new website project or upgrading your existing website are related to what we call "Planning and Discovery". Because business models and priorities change, this is an ongoing process that should be revisited / done at least once per year. For new websites, the result of this process will dictate the scope of your website. For existing websites, the result of this process will dictate the scope of your redesign efforts.  The redesign typically involves some reorganization of your navigation, a redesign of your home page, some new content that needs to be generated, and in some cases new functionality.

The following are the steps you need to go through. 

Note: For companies or organizations that have many stakeholders / decisions makers, we suggest that one person take the lead on getting the process done.  It typically works best if the lead person puts together a list of everything they think applies to Step #1 and then circulate it to the other stakeholders.  These stakeholders then make additions and modifications as needed until the step is complete.  Then the lead goes to the next step and repeats the cycle.

Step 1. Define your target audiences

List all of your target audiences for the website (i.e. potential customers, existing customers, existing reseller, potential reseller, existing investors, potential investors, existing employees, potential employees, press, existing vendors, potential vendors, etc).

Step 2. Rank the target audiences

Rank / prioritize the target from 1 to X.  The number 1 ranking should be the most important audience you need to address with your website.

Step 3. List your goals for each target audience

Starting with number 1 priority - list the goals you have related to website for each specific target audience (i.e. "Resellers need to be able to complete a quote", "Resellers need to be able to place an order", "The press needs to be able to see press releases and download a media kit", "Vendors product and inventory data needs to flow into the website easily", "Orders need to be automatically fed to vendors", etc).  The goals should be centered around what actions you want your target audiences to take on the website or as a result of the website.  Note: List these goals under each target audience. A general statement will work fine (like "Franchisees need to be able to complete a quote") - we can nail down the specifics of how they will complete the quote, what options they need to have, and what the quote format will look like later.

Step 4. Prioritize/flag the goals in two ways.

First by Importance - use an A, B, or C.

  • A = Must get done
  • B = Should get done
  • C = Get done if it's easy / doesn’t bump other more important items

Next by Urgency

  • 6 = Needs to be done within 6 months
  • 12 = Needs to be done within 12 months
  • 24 = Needs to be done within 24 months
  • NI = Not urgent

When you are done with the above steps, you should be able to look at the overall results and say... "if we don’t get anything else right, we have to do these X things".

Moving Forward

Once these steps are complete, we can help you turn your list of goals into a prioritized / phased list of functionality needs.  For the purposes of evaluating your potential return on investment (ROI), we can..

  • Translate your goals into the software modules need to make your goals possible
  • Provide a price for each module
  • Provide some estimate on the internal resources you will need to generate and manage the data associated with the module


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