requirements gathering - a nerdery agency primer

REQUIREMENTS GATHERINGA G E N C Y P R I M E R S E R I E S

THE NERDERY

We help our partners get big ideas out of their heads and onto their clients’ websites

Website: www.nerdery.comTwitter: @the_nerdery

ANNETTESOFTWARE DEVELOPMENT MANAGER

RYANDIRECTOR OF SOLUTIONS ENGINEERING

SCOTTSOLUTIONS ENGINEER

THE SOLUTIONS ENGINEER ROLE

GATHER CLIENT REQUIREMENTS

THE SOLUTIONS ENGINEER ROLE

GUIDE VISION/TECHNICAL DECISIONS

THE SOLUTIONS ENGINEER ROLE

CREATE BALLPARK ESTIMATES

THE SOLUTIONS ENGINEER ROLE

RESEARCH TECHNICAL CAPABILITIES,

LIMITATIONS, ETC

THE SOLUTIONS ENGINEER ROLE

WRITE PROPOSALS

THE SOLUTIONS ENGINEER ROLE

PRESENT PROPOSALS

THE SOLUTIONS ENGINEER ROLE

HAND OFF KNOWLEDGE TO DEVELOPMENT TEAMS

THE SOLUTIONS ENGINEER ROLE

ROLE DEFINITIONS

THE CLIENT

ROLE DEFINITIONS

SOLUTIONS ENGINEER

ROLE DEFINITIONS

THE PROJECT

ROLE DEFINITIONS

UNDERSTANDING THE SETTING

WHO ARE YOU TALKING TO?What is their role in the company?

Marketing, IT, Business Analyst, CEO, Project Manager, Etc?

UNDERSTANDING THE SETTING

WHAT IS THEIR ROLE IN THE PROJECT?

Stakeholder, Decision-maker, Designer, Influencer, Controller?

UNDERSTANDING THE SETTING

WHO IS MISSING FROM THE EQUATION?

How will it affect your project?

UNDERSTANDING THE SETTING

GAINING THE OVERALL VISION

GAINING THE OVERALL VISION

PLANNING

DESIGN

DEVELOPMENT

VISION

PROGRAMMING

DEPLOYMENT

DESIGN QUALITY REVIEW

TECH STRATEGY

TECH ARCHITECTUREPROJECT PLANNING

IA/UX

DESIGN PRODUCTION

STRATEGY &PRE-VISUALIZATION

DIGITAL STRATEGY

BUSINESS ANALYSIS

GRAPHIC DESIGN

QA

TECHNICAL PROJECT MANAGEMENT

DELIVERABLES

Site MapsWireframes

Tech Specifications

DESIGNDELIVERABLES

HTML/CSSJavascript

Platform-specific Templates

DEVELOPMENTDELIVERABLES

Site MapsWireframes

Tech Specifications

VISION PLANNING DESIGN DEVELOPMENT

GAINING THE OVERALL VISION

UNDERSTANDING THE PROJECT

GIVE ME AN INTRODUCTION AND HIGH-LEVEL OVERVIEW

OF YOUR PROJECT...

UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER:

UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER:

Goals

UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

Targeted end-user

UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

Targeted end-user

Data collection

UNDERSTANDING THE PROJECT

OPENS THE CONVERSATION TO DISCOVER:

Goals

Key user-facing features

Targeted end-user

Data collection

Budget/timeline constraints

UNDERSTANDING THE PROJECT

GATHERING THE DETAILS

STYLE OF CONVERSATION

GATHERING THE DETAILS

PASSIVE VS ACTIVE LISTENING

GATHERING THE DETAILS

OPEN-ENDED VS LEADING QUESTIONS

GATHERING THE DETAILS

WEB DEVELOPMENT

CREATIVE

WEB DEVELOPMENT

CONTENT MANAGEMENT SYSTEMS (CMS)

WEB DEVELOPMENT

INTERACTIVITY

WEB DEVELOPMENT

MOBILE

WHAT DEVICES ARE YOU TARGETING?

MOBILE

SOCIAL MEDIA

SHOULD THE PROJECT INCORPORATE SOCIAL MEDIA?

SOCIAL MEDIA

WHAT IS THE PROBLEM BEING SOLVED WITH SOCIAL MEDIA?

SOCIAL MEDIA

WHAT IS THEIR CURRENT SOCIAL MEDIA PRESENCE?

SOCIAL MEDIA

TRAINING

IS THERE AN LMS (LEARNING MANAGEMENT SYSTEM) IN

PLACE?

TRAINING

QUESTIONS?More answers online at http://nerdery.com