![As a [user role], I want to [goal], so I can [reason].](https://image.slidesharecdn.com/discoverypreso-101002163350-phpapp01/85/The-Importance-of-Client-Discovery-11-320.jpg)
The Importance of Client Discovery
- 1. by Vanessa Turke & Jennifer Hols The Importance of Client Discovery
- 2. So, you've decided to build a website...
- 3. Common pitfalls of Web development projects? 1. Undefined Requirements (SCOPE CREEP) 3. Assumptions/Misunderstandings 4. BUDGET!!!
- 4. Web Project PITFALLS What pitfalls have YOU come across???
- 5. Client: "Build ________, please. We want it fast, on time and on (or below) budget, please". Dev Shop: "OK. We can do that." Client & Dev Shop: "Now what...?"
- 6. Do you want a car, or a lawnmower?
- 7. Working with Submitted Requirements: 1) Do initial review 2) Gather information to provides context on users 3) Create provisional user model 4) Review requirements in detail & mark those with unclear user value 5) Review marked requirements with team and investigate conflicts 6) Prioritize any changes that will be recommended to be made
- 8. Mind-reading in 10 easy steps:
- 10. Tell me a STORY.
- 11. As a [user role], I want to [goal], so I can [reason].
- 12. Making Up-Front Contracts WHAT IS IT? A UFC is a mechanism by which you and the client (or anyone really) agree before a meeting, change order, additional work, etc. - EXACTLY what will be covered and how it will be executed. THE RESULTS: No mutual "mystification" Make sure there is a clear understanding on both sides, in writing....benefits both parties REITERATE and RECONFIRM at every stage of the project Up-front contracts act as a detailed history for the project, and minimize misunderstandings
- 13. HAPPY HAPPY JOY JOY If you've followed all these steps, then how do you define project success? - Was the Discovery helpful? - DO A FORMAL FOLLOW-UP! - Happy Client - Happy Agency - Positive feedback from client and users - Repeat Business - Referrals
- 14. THE MORNING AFTER Ongoing Support & Maintenance Training Consulting Additional Phases
- 15. WASH, RINSE & REPEAT.