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

• High-level budget

• Sometimes a range

• Quick turnaround

• Not binding

• For budget purposes

• Lack a defined scope/requirements

Quick Estimates (Ballpark)

• Current Client

• Referral

• Inbound• Contact form

• Phone call

• Sales department

Request Origin

5

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.”

6

Estimate Requests

“We are building a university website with accessibility and performance

in mind.”

7

Estimate Requests

“Rebuilding off ideas from our existing website, with more tools and

more user friendly, as well as better hosted.”

8

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

9

What the client wants

• Scope/Process

• Features/Functionality

• Creative

• Technical

• Other Services

Clarifying Questions

11

• Technical• Scope/Process

• Features/Functionality

• Creative

• Other Services

Clarifying questions CMS

PreferenceHosting Source

Control

DNS/SSL Third-party Integrations

PCI/HIPAA Compliance

12

• Technical

• Scope/Process• Features/Functionality

• Creative

• Other Services

Clarifying questions Stakeholders Review/

Revision process

Content Entry

Update Schedule

13

• Technical

• Scope/Process

• Features/Functionality

• Creative

• Other Services

Clarifying questions Accessibility Third-Party

IntegrationsE-Commerce

Landing Pages

FAQs Multiple Languages

14

• Technical

• Scope/Process

• Features/Functionality

• Creative• Other Services

Clarifying questions Custom

Design or Theme?

Sample Sites Sample Themes

15

• Technical

• Scope/Process

• Features/Functionality

• Creative

• Other Services

Clarifying questions User

ExperienceStrategy

SEO Analytics

16

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

DIRECTOR OF DIGITAL PRODUCTION

CLICK HERE LABS – THE RICHARDS GROUP

@MYWEBTHOUGHTS

JJETER@CLICKHERELABS.COM

Thank you.

Jonathan Jeter