Honcho Website Discovery Workbook V1.3
Honcho Website Discovery Workbook V1.3
Version 1.3
honcho.agency W EBSITE DISC OVERY | 1
Welcome
BY
Overview XX
Getting started XX
The background XX
The offering XX
The audience XX
The competition XX
The brand XX
Content XX
Sitemap XX
Technical requirements XX
Finishing up XX
Version 1.3
© Honcho Design Limited. All rights reserved.
GREETINGS
FROM HONCHO!
Welcome to the Website Discovery We’re Honcho, a web design, development and branding
agency, with over 15 years experience in the industry. We
Workbook. We know there’s loads created this workbook off the back of our belief that for
of resources out there, but we’re a successful web project, you must first seek to deeply
understand what you’re doing and why you’re doing it.
glad you chose this one, we think Consider the options. Challenge assumptions. Step back.
it’s pretty special. If we didn’t we Ask difficult questions. Don’t be afraid to start again.
wouldn’t put our name to it. Let’s get started!
Why is it important?
Simply put, it gives both parties
Clearer goals
the tool-kit needed to produce an
Better scopes
accurate project scope with clear
goals and deliverables. That results
in a higher return on investment for
the client and better profitability for
the agency.
Delivered on time
and on budget
Happy client
Happy agency
Agency Client
Some brains High-level knowledge
To help draw out those all important goals and mediate Culture is often based on the history of the founder and
between the technical and non-technical. the way they act – so, if possible, it’s important to have the
founders there to provide their insights.
A UX/UI designer
To bring their expertise on what makes a successful user A decision-maker
experience. Website Discovery sessions can sometimes involve big
changes from the client to meet their users needs,
Developer make sure you have someone in the session who can
To bring the technical knowledge and solutions needed to make those changes happen.
deliver the project.
Someone on the ground
Project manager These are the people who are directly effected by the
To keep tabs on the session, deliverables and time-scales. result of the project, e.g. a marketing manager.
LET’S GET
STARTED
Less chat, more action. IN THIS SECTIO N:
Agenda
The rules
Introductions
In the Website Discovery session you’ll be getting deep, down and dirty.
Why do we do it?
We do it to get as much information as we can to produce an
accurate estimate and scope which hits the goals we identify
today on time and on budget.
Agenda
Outline the agenda of the Website Discovery and what the expected
outcomes are. Some sections will be quick, with simple questions and others
will be open ended, with more conversational questions.
Who’s hosting?
The rules
To get the most out of your session you’ll need to concentrate, so limit any
distractions. Emails can wait, your mum can wait, but if the fire alarm goes
off, you better see to that.
Part 1
THE
BACKGROUND
No amount of prep will allow you IN THIS SECTIO N:
We’ll dig deep to try and get a thorough understanding of who the client is and why they exist.
This information will be used to create an experience that is an authentic representation of them.
🔥 Stop! Culture is often based on the history of the founder and the
way they act – so if possible it’s important to have the founders share it
in their own words.
Measuring Success
Get some insight into what success looks like for the client and how you can
measure the success of your work.
Depending on the agreement you may not be the people to set up the
Google Analytics Goals. They may already have a marketing team to do
this for them. However, if they’d like you to do it – it should be up-sold and
estimated for.
Part 2
THE OFFERING
What does the client offer to their IN THIS SECTIO N:
📣 Example
The iPhone has a camera (feature). The benefits are; a high-quality camera
in your pocket which is easy to access, simple to use and easy to share.
Accreditations
Accreditations help to authenticate and build trust by showing users that
they have the relevant industry qualifications and education.
Part 3
THE AUDIENCE
The more you know about the IN THIS SECTIO N:
Part 4
THE
COMPETITION
In order to differentiate from the IN THIS SECTIO N:
Competitors
Identify and analyse the main competitors, consider why users might
choose them over your client.
Part 5
THE BRAND
A brand is a holistic expression of IN THIS SECTIO N:
Brand history
Learn about the background of any existing brand, where it came from and
what influenced it.
Brand attributes
Brand attributes are the elements which characterise a brand, without
looking at any products or services. They are the core values and
personality. These questions will help you get a feel for their unique
personality by addressing the key attributes.
Impression
Now we know more about the brand values and character, we need to
consider what impression that you want give to the customers.
Part 6
CONTENT
Think about the bigger picture. IN THIS SECTIO N:
What do we need?
Ascertain what content needs to be on the website needs, what’s available
and who’s responsible for writing any new content. Make sure the content is
clear, succinct and relevant.
About Us Testimonials
Products / Services (Text / Video)
What we do / Videos
how we do it Newsletter sign-up
Team Profiles Social media profiles
(Individual) Contact
Benefits Privacy Policy
Resources (white Cookie Policy
papers, downloads) Terms and
Case Studies conditions
Updates (News,
Blog, PR)
Who’s adding the content? 📣 Do they need help with copy writing?
If they need help with copy writing, now is a good
time to up-sell any copyrighting services you offer, or
Ask the client to sent though examples of content recommended someone you’ve worked with before
they have. and trust.
Components
These are the mechanisms to hold and display the content.
Assets
The assets are any elements the business/organisation have in their arsenal
that relate to their brand, such as logos, photography and videos.
301 redirects are permanent redirects that take users and search engines
to a new URL when the original page has been removed or no longer
exists. They should be used when you don’t intend no plans to reverse
the change. They’re important to stop any visits to the old page and users
reaching a dead end.
Content authors
& user groups
These are the people who need access to the content management system
to add or edit the content.
Part 7
SITEMAP
The Sitemap is a blueprint of the IN THIS SECTIO N:
The sitemap
This is the overall structure of the site, it’s different sections and the hierarchy.
Although it doesn’t need to be perfect at this point, it’s great to get an idea of
what the client is looking for, even at this early stage.
If you’re doing your session remotely, share your screen with the clients
and zoom in so they can see it clearly.
The sitemap
Part 8
TECHNICAL
REQUIREMENTS
This section probes into what IN THIS SECTIO N:
🔥 Book in a separate call for each individual integration and write detailed
specification for each one.
Mailing lists
If they are currently marketing to a mailing list, it’s great to learn a little more
about it as this may influence technical decisions such as server capacity.
(You don’t want the site to topple over when a spike of newsletter traffic hits)
Part 9
SEO &
MARKETING
It’s all well and good making a IN THIS SECTIO N:
Social media
SEO
You’ll never control Google, they’re a law onto themselves, but you can
certainly give it a good shot.
PPC
Pay-per-click adverts such as Google or Facebook Ads are great ways to
drive relevant traffic to a website.
Marketing & PR
You may need to collaborate with a current Marketing & PR company.
Reach out early as they may have functional requirements.
Social media
Get these now, avoid forgetting about it and it delaying launch.
Channel Handle/URL
Youtube
Part 10
FINISHING UP
Good work, you’ve made it IN THIS SECTIO N:
Idiot check
Now is your last chance to check you’ve got what you need.
Your process
Be open and transparent about how you work, go through your process with
your client so they know what to expect and when.
Scope of work
Provide a detailed scope document so everyone is on the same page
about exactly what your building. Ask the client to approve with any
amendments necessary.
Sitemap
Draw up the discussed sitemap, we recommend Slickplan.
Keyword research
Look into search terms to help target the content.
Wireframes
Produce a greyscale working representation of the website to outline
the structure and user experience.
Content templates
Create a set of templates which match the structure of the wireframes,
ready for content to be written into.
Visuals
The pretty bit, obviously you won’t design every page, so explain what
you will visualise.
Development
Building the website, you’ll probably go quiet for a bit whilst you
concentrate.
Next Steps
Set expectations so every knows where they stand.
Say hi! 👋
We’re always evolving and optimising our Website
Discovery Workbook, if you’ve got thoughts about how it
can be improved, we’re all ears.
matt@honcho.agency
honcho.agency
Version 1.3
© Honcho Design Limited. All rights reserved.
honcho.agency W EBSITE DISC OVERY | 55