Processes & Best Practices

1. Meeting: Project Kickoff 

Team introductions (typically)

  • WordPress
  • Social Media
  • Graphic Design
  • Photography
  • Videography
  • Professional Writing

Project Requirements

  • Learn about the business, collect as much information as possible from the client, complete the “Project Requirements” document

WordPress Account

  • Discuss WordPress package options (pricing and themes), create an account and add team members as users with the appropriate rights (Admin, Viewer)

Next steps

  • Agree on plan and schedule next meeting date

2. Meeting: Project Progress Update (a)

Graphic Designer

  • Present logo concepts (hand sketches or digital)
  • Discuss feedback and narrow down to one concept
  • Discuss other graphic design needs (business cards, banners ..)

WordPress Developer

  • Present 3-5 theme options (demo link example)
  • Present suggested website structure (pages and navigation bar) using one of the themes presented above (using client’s account created during the first meeting)
  • Discuss feedback, narrow down to one theme, activate the selected theme 

Photographer / videographer

  • Present plan, discuss details and logistics (script, location)
  • Set a photoshoot day

Next steps

  • Schedule next meeting date

3. Meeting: Project Progress Update (b)

Graphic Designer

  • Present digitized logo variations based on selected concept
  • Present colour palette layout options
  • Present other items (such as template options for business cards, letterheads…etc)
  • Discuss feedback and next steps

WordPress Developer

  • Present configured theme
  • Discuss structure and content

Photographer / videographer

  • Present first draft of video (or can be done through email depending on time of video shoot and other logistics)

4. Email(s): Project Progress Update

Graphic Designer

  • Discuss and finalize all graphic design elements (logo, banners, business cards…etc)

WordPress Developer

  • Plug in content from all other team members  
  • Discuss and finalize website content and structure

Photographer / videographer

  • Discuss, edit and finalize photos and video 

5. Meeting: Project Wrap-Up

Graphic Designer

  • Assets to be provided to client in various formats (ai, eps, as well as the png and PDFs)

WordPress Developer

  • Present final website, dashboard and User Manual to client