At work, I’m positive that I annoy most of my co-workers with my need to know everything. It’s not that I want to control everything or everyone- it’s just that I feel lost not knowing the bigger picture and it’s through the organization of the smaller things that I’m able to stay focused.
At home, if I want to try a new recipe from my favourite cookbook I don’t want to spend 20 minutes hunting for all the ingredients. I have a designated place for everything. All of my baking tools are in one drawer with all of the ingredients I use to bake.
Professionally, I apply the same principles to organizing strategies for my clients.
Here’s my list of actions and steps to keep a new project on-time and orderly. I strongly encourage you to leave a comment if you think I’ve missed anything or failed to explain something. I also encourage you to share this with anyone who might find it helpful.
Interview the client to obtain:
- What are the business objectives?
- What is the USP (unique selling proposition)?
- What is the marketing budget (on-going and current)?
- Who are the direct competitors (online and offline)?
- Are there any gaps in the market?
- Are there any potential partners? (Cross promotions, affiliates, add-on services)
- What is the best brand positioning strategy?
- What are the top 40 search terms?
- What available digital technology compliments the product/service?
- Best method to achieve business goals.
- Online brand positioning tactics.
- Cost of acquisition via online promotion(s). (On-going, seasonal, special offers)
- Is there enough call to action messages?
- Are the calls to action messages strong enough and clear?
- Are Images rotated and updated on a regular basis?
- Is there a unique message for returning site visitors?
- Can the sitemap be improved to increase traffic (SEO)?
- Do people know what to do on the site? (Are the conversion paths smoothly transitioning the user through the flow?)
- Developer(s) understand what needs to be built and /or improved.
- Designer is clear about the direction of the brand positioning.
- Promotions are scheduled and prepared well in advance.
- Copy is given a “fresh coat of paint” by a professional copy-writer.
- Report on performance translated into action (are people doing what we expected, is the number of conversions increasing?)
- Explain the trends (annotate data with the wisdom that explains the results).