The document provides guidance on planning the redesign of a website. It outlines several phases of research and planning including competitive analysis, defining SMART goals, conducting content, visual, technical, team, and user experience inventories. It also discusses developing a content strategy through content modeling, defining taxonomies, card sorting and information architecture. Additional areas covered include creating user personas, customer journey maps, wireframing, prototyping, and resources for various planning and design tools. The planning process emphasizes comprehensive research across content, design, technology and users.

1. Planning
Phase
FROM SCRATCH TO LAUNCH #1
WordPress Naperville Meetup
January 17, 2017
#WPNaperville

2. Initial Steps
RESEARCH & PLANNING

3. Competitive
Analysis
RESEARCH & PLANNING

4. Competitive
Analysis
RESEARCH & PLANNING
Search Engine
Metrics

5. Competitive
Analysis
RESEARCH & PLANNING
Usability &
Design

6. Competitive
Analysis
RESEARCH & PLANNING
Features

7. SMART
goals
RESEARCH & PLANNING

8. SMART
goals
RESEARCH & PLANNING
Specific

9. SMART
goals
RESEARCH & PLANNING
Measurable

10. SMART
goals
RESEARCH & PLANNING
Achievable

11. SMART
goals
RESEARCH & PLANNING
Realistic

12. SMART
goals
RESEARCH & PLANNING
Time-based

13. Analytics
Review
RESEARCH & PLANNING

14. Analytics
Review
RESEARCH & PLANNING
Look for
errors or
problems
HUBSPOT SUGGESTS:

15. Analytics
Review
RESEARCH & PLANNING
Look for
improvement
opportunities
HUBSPOT SUGGESTS:

16. Analytics
Review
RESEARCH & PLANNING
Look for pages
with the most
(returning)
visits
HUBSPOT SUGGESTS:

17. Take Inventory
RESEARCH & PLANNING

18. Content
Inventory
RESEARCH & PLANNING

19. Content
Inventory
RESEARCH & PLANNING
Established,
consistent
voice/tone?

20. Content
Inventory
RESEARCH & PLANNING
Audience-
relatable
terminology?

21. Content
Inventory
RESEARCH & PLANNING
Cookie cutter
content or
messaging?

22. Content
Inventory
RESEARCH & PLANNING
Check for
outdated
or inaccurate
content.

23. Visual
Inventory
RESEARCH & PLANNING

24. Take and
organize
screenshots
Brad Frost’s Interface inventory template

25. Visual
Inventory
RESEARCH & PLANNING
Foundation
for design
system
BRAD FROST:

26. Visual
Inventory
RESEARCH & PLANNING
Get team on
same page
BRAD FROST:

27. Visual
Inventory
RESEARCH & PLANNING
Promote visual
consistency
BRAD FROST:

28. Visual
Inventory
RESEARCH & PLANNING
Ensure needed
components
exist
BRAD FROST:

29. Visual
Inventory
RESEARCH & PLANNING
Responsive
retrofitting
BRAD FROST:

30. Technical
Inventory
RESEARCH & PLANNING

31. Technical
Inventory
RESEARCH & PLANNING
Migration
to WordPress

32. Technical
Inventory
RESEARCH & PLANNING
Theme

33. Technical
Inventory
RESEARCH & PLANNING
Theme
Re-use or upgrade
to a new theme?
Free, premium, or
custom theme?

34. Technical
Inventory
RESEARCH & PLANNING
Theme
If moving to a new
theme, review
legacy content,
check for page
layout shortcodes

35. Technical
Inventory
RESEARCH & PLANNING
Plugin audit
What can be
removed, improved,
or replaced?

36. Technical
Inventory
RESEARCH & PLANNING
Document
known issues

37. Technical
Inventory
RESEARCH & PLANNING
Functionality
Requirements
Existing site: talk to
site owners and
site users

38. Technical
Inventory
RESEARCH & PLANNING
Functionality
Requirements
Identify big
technical
challenges

39. Technical
Inventory
RESEARCH & PLANNING
Hosting
environment
review

40. Technical
Inventory
RESEARCH & PLANNINGHosting
environment
review
Any problems:
performance issues,
security problems,
or access problems
e.g. timeouts

41. Technical
Inventory
RESEARCH & PLANNINGHosting
environment
review
Is your hosting plan
appropriate for your
site’s needs?

42. Technical
Inventory
RESEARCH & PLANNINGHosting
environment
review
Are PHP, MySQL and
other server features
updated and
maintained?

43. Technical
Inventory
RESEARCH & PLANNINGHosting
environment
review
Is technical support
helping you as much
as you’d like them to?

44. Technical
Inventory
RESEARCH & PLANNING
Are the
appropriate
workflows
in place?

45. Technical
Inventory
RESEARCH & PLANNING
Will website
training be
necessary?

46. Technical
Inventory
RESEARCH & PLANNING
Performance
Review
source: http://danielmall.com/articles/how-to-make-a-performance-budget/

47. Team
Inventory
RESEARCH & PLANNING

48. Team
Inventory
RESEARCH & PLANNING
Who will be
on your team?

49. Team
Inventory
RESEARCH & PLANNING
Assign work

50. Team
Inventory
RESEARCH & PLANNING
Do you have
the required
skills within
your team?

51. Content Strategy
RESEARCH & PLANNING

52. Content
Modeling
RESEARCH & PLANNINGRESEARCH & PLANNING
Definition of each
content type’s
elements and
relationships

53. Define
Taxonomies
RESEARCH & PLANNING

54. Card
Sorting
RESEARCH & PLANNING

55. Information
Architecture
RESEARCH & PLANNING

57. User Experience
RESEARCH & PLANNING

58. User
Interviews
RESEARCH & PLANNING
One-on-one
Surveys
Contextual
Focus Groups

59. Personas
USER EXPERIENCE TOOLS

60. User Stories
RESEARCH & PLANNING
As <persona> ,
I want <what?>
so that <why?>.
Photo credit: Replacing The User Story With The Job Story

61. Customer
Journey
Maps
RESEARCH & PLANNING

62. Photo credit: “10 most interesting examples of Customer Journey Maps”

63. Photo credit: bouty.net
Empathy
Maps
RESEARCH & PLANNING

64. Photo credit: “Adapting empathy maps for UX design.” Paul Boag (boagworld).

65. Photo credit: “Adapting empathy maps for UX design.” Paul Boag (boagworld).

66. Wireframes
RESEARCH & PLANNING

68. Build a
Prototype
RESEARCH & PLANNING

69. Build a
Prototype
RESEARCH & PLANNING

70. Build a
Prototype
RESEARCH & PLANNING

71. Resources
RESEARCH & PLANNING
Content Strategy
Karen McGrane - Content in a Zombie Apocalypse
Kristina Halvorson/Brain Traffic Website
Information Architecture
Abby Covert - How to Make Sense of Any Mess: Information Architecture
for Everybody. Book Video
Content Inventory
Three Essential Tools for Content Planning
Content Models
Sample Content Model Template
The Art of the Database: Why Content Modeling Matters
The Toast Redesign - Content Models
Content Modelling A Master Skill
Customer Journey and Empathy Maps
Adapting empathy maps for UX design.
10 most interesting examples of Customer Journey Maps
Google Docs Template Resource from SolutionsIQ
Stacy’s Customer Journey Bookmark Collection
General UX
UX Checklist
7 User Experience Tests to Do When Redesigning Your Website
Technical Tools
WebPageTest.org
P3 Plugin Performance Profiler
Search Engine Metrics
Website Grader
https://moz.com/researchtools/ose/domains
https://ahrefs.com
https://majestic.com/reports/compare-domain-backlink-history
Prototyping Tools
Bookmark Collection of Prototyping tools
Personas
New Mailchimp User Persona Research
Connected UX
User Stories
10 Tips for Writing Good User Stories