Meetings & Agendas
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      CMS | Discover | CMS Brief

      Discover your website's purpose, goals, and user journey. Our workshop aligns stakeholders and provides the details for a successful web platform build.

      Agenda & Purpose

      Discovery workshop to align all key stakeholders on the goals, user journey and functional requirements for your web site/app.

      Outcomes & Outputs

      • Complete the CMS Brief for your website/web app.
      • That the H&D team has enough information to complete detailed design; Wireframes, Final Designs, UX Registers (web apps), Solutions Spec (web apps).

      Sample Agenda

      Please note that this may change based on the specific requirements of your project.

      • Introductions & Session Objectives
      • Project Vision & Business Goals
      • Personas & Key Use Cases
      • Break
      • Access Models (SSO, Role-based Access)
      • Reference sites/functions
      • Design guidelines
      • Information architecture
        Break
      • Individual page functionality
      • Confirm MVP

      Length & Facilities

      This will depend on the complexity of the web solution we are implementing and will be confirmed by your project manager.

      • For a smaller standard website typically allow 2 hours for this session.
      • For larger dynamic websites (database or CRM driven), apps or sites with a deeper customer journey design typically allow 4-8 hours for this session.

      If we are doing this session at your location, we will need:

      • Access to the presentation room 15 minutes before the session to set up.
      • A projector or screen to present on, with an HDMI or Universal Connector (if your screen does not support these formats, please notify us before the session).
      • Access to WiFi (please send us details before the session).

      Your team will need to bring:

      Just themselves, but it helps if they can do any prework/thinking around the CMS Brief.
      • The CMS Brief will be prefilled with known details and supplied to attendees up to one week before your session. We will review the entire document during the session; however, it would be helpful if you could prefill or be prepared to answer these questions during the session.
      • Typically, our CMS Briefs will include the following sections, but this may change based on the specific requirements of your project:
        • Why this project
        • Goals
        • Your organisations UVP
        • Customer Journey
        • Personas / Target Users
        • Research & Analytics
        • Key stakeholders
        • Deadlines / external impacts
        • Key Site Inclusions
        • Competitor Sites to Review (up to 3)
        • Other Sites that You Like (up to 3)
        • Your Design
          • Tone & General Style
          • Image Treatment
          • Brand Guidelines

      Who typically attends these sessions

      We recommend a small, focused group to keep the session effective, with a maximum of 6 client attendees. The ideal attendees are those who can make informed decisions about the project's direction and inclusions, aligned with your organisation's core objectives and the project's scope, budget, and timeline.

      This session requires Senior Business Leadership responsible for the business goals, Marketing and Content Leadership roles, and top performers/influencers from those departments who will be the primary users or stakeholders of the new platform.
      It is assumed that all attendees have a fundamental understanding of the project's requirements and have accepted the chosen CMS platform, so we do not need to revisit the platform selection.

      Timing

      This Session is the start of your Website/Web App Detailed Discovery. It will occur at the beginning of your CMS project stream, typically within the first couple of weeks from kick-off.

      If your project is a CMS only project, i.e. it is not combined with other integrations, CRM onboarding, marketing, etc, then this will be within a week of your kick-off.

      All following CMS sessions and delivery cycles will be driven from this session.