Ready or Not, Here it Comes: How to Quickly Scope a WordPress … · 2020-06-14 · Ready or Not,...
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Ready or Not, Here it Comes: How to Quickly Scope a WordPress Project.
Agency Breakout 2:
DIRECTOR OF DIGITAL PRODUCTION
CLICK / HERE / LABS – THE RICHARDS GROUP
@MYWEBTHOUGHTS
Jonathan Jeter
The Ballpark Estimate Conundrum
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• High-level budget
• Sometimes a range
• Quick turnaround
• Not binding
• For budget purposes
• Lack a defined scope/requirements
Quick Estimates (Ballpark)
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• Current Client
• Referral
• Inbound• Contact form
• Phone call
• Sales department
Request Origin
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Estimate Requests
“Good morning. We have a site that has been designed already and need to get that developed. All the assets
are hosted in the Invision app.”
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Estimate Requests
“We are building a university website with accessibility and performance
in mind.”
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Estimate Requests
“Rebuilding off ideas from our existing website, with more tools and
more user friendly, as well as better hosted.”
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Estimate Requests
“I’m looking to update the ecommerce and membership experience on my website. We
currently use Ontraport/wpfusion/woocommerce. WEBSITE BUILD FOR MEMBERSHIP & AFFILIATE
EXPERIENCE Project Proposal & Working Expectations Worldtapping.wpengine.com Overview
of New Website Build Action Items: Development website: worldtapping.wpengine.com Improve our
new Wordpress membership site by cleaning up our password recovery process Create a redirect to the
membership area after a new user purchases a membership or signs up for a free/discounted membership Polish the affiliate center and the
registration process Successfully set up our weekly Vimeo live stream on a page embedded with a
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What the client wants
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• Scope/Process
• Features/Functionality
• Creative
• Technical
• Other Services
Clarifying Questions
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• Technical• Scope/Process
• Features/Functionality
• Creative
• Other Services
Clarifying questions CMS
PreferenceHosting Source
Control
DNS/SSL Third-party Integrations
PCI/HIPAA Compliance
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• Technical
• Scope/Process• Features/Functionality
• Creative
• Other Services
Clarifying questions Stakeholders Review/
Revision process
Content Entry
Update Schedule
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• Technical
• Scope/Process
• Features/Functionality
• Creative
• Other Services
Clarifying questions Accessibility Third-Party
IntegrationsE-Commerce
Landing Pages
FAQs Multiple Languages
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• Technical
• Scope/Process
• Features/Functionality
• Creative• Other Services
Clarifying questions Custom
Design or Theme?
Sample Sites Sample Themes
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• Technical
• Scope/Process
• Features/Functionality
• Creative
• Other Services
Clarifying questions User
ExperienceStrategy
SEO Analytics
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COMPLEX
• E-Commerce
• SSO / Network integration• Existing content API
• Other functionality requiring custom theme/plugin programming
INTERMEDIATE
• Membership
• Landing pages• Event calendar
• Store finder• Map/directions
• Other standard functionality (using known plugins)
SIMPLE
• Home page
• About page• Features
• Contact page• Other standard content
Narrow the Scope
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Put it all together
TOTALCONTENTCOMPONENTSSTANDARD ELEMENTS
• Environment setup
• Parent theme installation
• Child theme creation
• Template creation X Number of templates
• Menu/Navigation creation
• Cost per component(includes plugin installation, configuration for standard features)
• Standard site pages
• Content items per component
Base Cost
Features
Content
+
x
Hosting+
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• Collect data• Adjust base costs & multipliers• Automate the process
Review, Adjust & Repeat
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DIRECTOR OF DIGITAL PRODUCTION
CLICK HERE LABS – THE RICHARDS GROUP
@MYWEBTHOUGHTS
Thank you.
Jonathan Jeter