Book-Small Business Website Planning Guide (2004) MWBE …
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|SMALL BUSINESS |
|WEB SITE PLANNING WORKSHEET |
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Company Name:
A Step-by-Step Worksheet to Help You Develop / Upgrade Your Company’s Web site
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|E- |[pic] |
|P.O. Box 617995 | |
|Chicago, IL 60661 | |
|e- | |
|(312) 404-2224 (Phone) | |
|info@e- | |
Fifth Edition
Copyright 2005, 2010 Richard J. Hernández, CPCM
|SMALL BUSINESS WEB SITE |
|KEY STEPS and TIMELINE |
|Phase |Steps |Start |End Date |
|Determine Your Company’s Web Site Goals &|Identify your Web site’s niche (target market) area | | |
|Objectives |Make a profile of your “ideal” customer(s) and determine what they would like | | |
|(What do Want to accomplish on the Web?) |from your Web site, e.g., features, products, information, etc. | | |
|Buy a Domain Name (Web Site Address) |Check the domain name you want against the trademark database () | | |
|( Domain Name) | | | |
| |Two leading companies in this area are: | | |
| | (888) 642-9675 | | |
| | (800) 899-9702 | | |
| |Call one of them for your domain name | | |
|Hire a Webmaster |Develops your Web site (using HTML code) | | |
| |Keeps your site updated | | |
|Identify Benchmark Web Sites in Your |Note the strengths and weaknesses of competitor Web sites | | |
|Market |Use best features of multiple Web sites and tailor them to your needs | | |
|Write Content for Your Web Site |Get client testimonials | | |
|(Information your clients / prospects |Develop product worksheets | | |
|need to know about your business) |Get (and scan) M/WBE certification | | |
| |Determine appropriate Web links | | |
| |Include information on how to use your company’s products and/or services | | |
|Set Graphics, Colors and Layout Design |Develop a company logo | | |
| |Get product photos, clipart, etc. | | |
|Find a Web Site Host (Need to rent |Check local Web host directories | | |
|computer space for your Web site) |Ask for referrals & check references | | |
| |Get Web site hosting and domain e-mails | | |
|Set Up Web Site Store & Payment System |Set up a business bank account | | |
| |Get a Web merchant account | | |
| |Set up an online shopping cart | | |
|Put Your Site on the World Wide Web |Transfer HTML Files to Your Web Host (FTP) | | |
|Market Your Company’s Web Site (Both |Develop a 10-second commercial | | |
|On-Line and Off-Line) |Use meta-tags (key words) in your Web site to help search engines find you | | |
| |Paid Search Engine Inclusion (Optional) | | |
| |Paid Search Engine Listing (Optional) | | |
| |Internet Yellow Pages Listing (Optional) | | |
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|Small Business Professional Web Site |
|PLANNING WORKSHEET |
|COMPANY INFORMATION |
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|Company Name | |
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|Owner(s) | |
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|Address | |
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|Telephone | |
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|FAX | |
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|E-Mail | |
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|Domain Name | |
|(URL) | |
|Webmaster | |
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|Company | |
|Mission / Vision | |
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|Company History | |
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|WEBSITE GOALS |
|Goal(s) |Priority |Comments |
|Online Brochure | | |
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|Sell Advertisements | | |
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|Sell Sponsorships | | |
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|Get Referral Fees | | |
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|Sell Products | | |
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|Sell Services | | |
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|Customer Needs Form | | |
|(Pre-Sale) | | |
|Customer Feedback | | |
|(Post-Sale) | | |
|Collect Customer Payments | | |
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|Web Portal | | |
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|Web Auctions | | |
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|E-Learning | | |
|User Supported | | |
|(Donations) | | |
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|Webcasting | | |
|(Streaming audio and/or video) | | |
|Other | | |
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|COMPANY GOALS |
|(How Will the Website Support Overall Company Goals?) |
|AREA |BUSINESS GOALS |WEB SITE FEATURES |
|Sales - Products | | |
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|Sales - Services | | |
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|Sell Sponsorships | | |
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|Leads / Referrals | | |
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|Customer Service | | |
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|Customer Retention | | |
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|M/WBE Contracts | | |
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|Other | | |
|(Specify) | | |
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|WEB SITE CONTENT |
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|How will the Web Site Support the |____ Open New Markets |
|Overall Company Marketing Plan? |____ Support Existing Marketing Program |
| |____ Platform for Web Alliances |
| |____ Other (Specify): ____________________ |
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|What is the Strategy to Get Repeat |____ Newsletter / Bulletins |
|Visits? |____ Contests |
| |____ Web Discussion Forums |
| |____ Regular Content Updates |
| |____ Other (Specify): ____________________ |
|How Many Types and Numbers of | |
|Photographs to be Used? | |
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|What Types of Online Payments will be|____ Credit Cards (Mastercard, VISA, American Express, etc) |
|Accepted? |____ Metered Payments (Billed to Existing Accounts) |
| |____ Optimized Card Payments (Internet Wallets or Virtual Cards) |
|(Note: Check |____ Electronic Checks |
|All That Apply) |____ e-Cash |
| |____ Payment Service Providers |
| |____ PayPal |
| |____ BillPoint |
| |____ PayDirect |
| |____ |
| |____ Checks |
| |____ FAX Orders |
| |____ Other (Specify): ________________________ |
|What is the Time Frame to Develop the| |
|Web Site? | |
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|What is the | |
|Web Site | |
|Development Budget? | |
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|What is the Web Site Maintenance | |
|Budget? | |
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| |NOTE: Annual maintenance budget is normally 20% of development cost. |
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|TARGET AUDIENCE |
|Area |Comments |
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|Local | |
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|Regional | |
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|National | |
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|International | |
|(Regions / Countries) | |
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|ONLINE COMMUNITY |
|Feature |Yes / No |Comments |
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|Discussion Groups | | |
|Weblogs (Blogs) | | |
|Chat Rooms | | |
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|Web Events | | |
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|E-Mail Newsletter | | |
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|E-Mail Bulletins | | |
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|Online Surveys | | |
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|DIFFERENTIATION STRATEGY |
|(How Will Your Website Differ from Its Competitors?) |
|Differentiator |Yes/No |Comments |
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|Niche Market | | |
|Market Leader | | |
|Unique Technology | | |
|Unique Product | | |
|Knowledge & Experience | | |
|Range of Services | | |
|Ease of Use (Simplicity) | | |
|Performance | | |
|One-Stop Shop | | |
|Ability to Handle | | |
|Difficult Cases | | |
|Multi-channel | | |
|(Online and | | |
|Offline Support) | | |
|Ongoing Customer | | |
|Support / Education | | |
|International Experience | | |
|Special Licenses | | |
|Bi-Lingual Capability | | |
|Other | | |
|TARGETED SEARCH ENGINE LISTINGS |
|Search Engine Name |Web Site Address |
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|WEB SITE CONTENT and DESIGN |
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|What is Your Company’s | |
|10-Second Commercial? | |
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|< Branding Statement> | |
|(Supports Differentiation Strategy) | |
|Why Do Your Customers | |
|Buy from You? | |
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|What Type of Image Do You Want to Project |Clients: _______________________ |
|? |Prospects: _______________________ |
| |Competitors: _______________________ |
| |Community: _______________________ |
|What Type of Emotion(s) Do You Want to | |
|Evoke in Potential Customers? | |
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|How Do | |
|Customers Feel | |
|About Your | |
|Company? | |
|Can You Get Customer Endorsements to Put | |
|on Your Web Site? | |
|Where do you see Your Web site in |____ Web Portal |
|5 Years? |____ Online Store |
| |____ Web Community |
| |____ Online Business-to-Business Exchange |
| |____ Online Auctions |
| |____ Other (Specify) ___________________ |
|What NAICS Code(s) Apply to You? | |
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|(North American Industrial Classification | |
|System) | |
|naics | |
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|WEB SITE GRAPHICS |
|**** LOGO ***** | |
|Do You Have a | |
|Company Logo? | |
|(Yes / No) | |
| |Note: Logo not required on Web site but recommended. |
|Is the Logo in an |If so, please specify: |
|Electronic Format? |_____ .gif |
| |_____ .jpeg |
| |_____ .eps |
| |_____ .tiff |
| |_____ .bmp |
| |_____ .wmf |
| |_____ Other (Specify) ______________ |
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|**** GRAPHICS **** | |
|What Types of Graphics Need to be | |
|Incorporated into the Web Site? | |
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|Are the Graphics | |
|Already Developed? | |
|(Yes/No) | |
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|Please Specify the Types of Graphics | |
|To Be Used |____ Stock (Free) |
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| |____ Contract Design |
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| |____ Original Designs |
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| |____ Clip Art |
|What Types of Colors Do You Want to Use? | |
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|(For Background & Letters) | |
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|WEB SITE MENU DESIGN |
|Menu Format |Comments |
|(Circle One) | |
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|[pic] |1) Vertically Stacked Menu Items on Left Side of Page |
| |Note: Best Ergonomic Layout (Recommended) |
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|[pic] |2) Horizontal Menu Layout on Top of Web Page. |
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|[pic] |3) Vertically Stacked Menu Items on Right Side of Page |
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|[pic] |4) Horizontal Menu Layout on Bottom of Web Page |
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|[pic] |5) Vertically Menu Items on Right and Left Side |
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|[pic] |6) Horizontal Menu Items on Top and Bottom of Home Page |
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| |7) Other (Specify – Draw Sketch in Space Below or Attached Sheet) |
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|COMPETITORS |
|Company & |Niche Area |Strengths and |
|Website Address |Serviced |Weaknesses |
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|KEY WORDS |
|(Used to Help Search Engines Find Your Website) |
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|WEB ALLIANCES |
|Partner |Specialty Area |Web Site Address |
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|WEB LINKS |
|Site Name |Web Site Address |
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|WEB STORE |
|Product / |Item No. |Cost |
|Service Description |(SKU) |(US Dollars) |
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|ONLINE MERCHANT ACCOUNT INFORMATION |
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|BENCHMARKS |
|What existing Web sites would you like your site to look like? |
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|ONLINE BUSINESS-TO-BUSINESS MARKETS |
|What online exchanges and/or auction sites do you want to join? |
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|NOTE: Need to indicate any specific features for Web site content text such as: |
|1) hyperlinks, 2) bold, 3) color, 4) italics, 5) underline, 6) font size, and 7) headings & sub-headings. |
|WEB SITE CONTENT AND FEATURE CHECKLIST |
|Item |Yes / No |Comments |
|Home Page | | |
|About Us | | |
|Why Us | | |
|What’s New (Press Room) | | |
|Our Services | | |
|Our Products | | |
|Product Samples / Demo | | |
|Product / Services Samples | | |
|Contact Us | | |
|Frequently Asked Questions | | |
|Site Map | | |
|Disclaimer | | |
|Customer Service | | |
|Product / Service Use Tips | | |
|Events Calendar | | |
|Customer Testimonials | | |
|Partners / Affiliates | | |
|Online Forum / Chat / Weblog | | |
|Privacy Statement | | |
|Web Links | | |
|Other: | | |
|Other: | | |
|M/WBE Certification |Yes / No |Comments |
|M/WBE Certification Letters | | |
|M/WBE Group Memberships | | |
|Web Forms |Yes / No |Comments |
|Order Form | | |
|Payment Form | | |
|Needs Assessment Form | | |
|Quote Request Form | | |
|Employment Application | | |
|Other: | | |
|Other: | | |
|Web Site Features |
|Item |Yes / No |Comments |
|Online Shopping Cart | | |
|Animation | | |
|Sound Effects | | |
|Web Site Search Engine | | |
|Multi-Lingual Web Content | | |
|Other: | | |
|Other | | |
|E-Mail |
|Item |Yes / No |Comments |
|Electronic Newsletter | | |
|Online Bulletins | | |
|HTML E-Mails | | |
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|WEBSITE CONTENT INFORMATION (What to Say) |
|Use Pages 15 to 18 as a Worksheet |
|For Writing Down the Specific Content Information |
|You Want to Include in Your Company Web Site |
|(Please Attached Extra Pages to Worksheet, As Required) |
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|HOME PAGE |
|Content Information |
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|ABOUT US |
|Content Information |
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|NOTE: Need to indicate any specific features for Web site content text such as: |
|1) hyperlinks, 2) bold, 3) color, 4) italics, 5) underline, 6) font size, and 7) headings & sub-headings. |
|PRODUCTS |
|Content Information |
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|SERVICES |
|Content Information |
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|WHY US |
|(Why Your Company is Different from Competitors) |
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|NOTE: Need to indicate any specific features for Web site content text such as: |
|1) hyperlinks, 2) bold, 3) color, 4) italics, 5) underline, 6) font size, and 7) headings & sub-headings. |
|FREQUENTLY ASKED QUESTIONS |
|Content Information |
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|CONTACT US |
|Content Information |
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|DISCLAIMER |
|Content Information |
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|NOTE: Need to indicate any specific features for Web site content text such as: |
|1) hyperlinks, 2) bold, 3) color, 4) italics, 5) underline, 6) font size, and 7) headings & sub-headings. |
|CUSTOMER SERVICE |
|Content Information |
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|USE TIPS |
|(How to Better Use Your Products and/or Services) |
|Content Information |
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|WEB FORMS |
|Content Information |
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|M/WBE CERTIFICATIONS |
|Content Information |
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|NOTE: Need to indicate any specific features for Web site content text such as: |
|1) hyperlinks, 2) bold, 3) color, 4) italics, 5) underline, 6) font size, and 7) headings & sub-headings. |
|Copyright 2004 Richard J. Hernández, CPCM |
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