Pre Kickoff Collection Checklist
At the start of all new project review this checklist to ensure a successful kickoff
✅ Project Intake & Preparation
- Completed Project Intake Form (submitted on the Monday Platform)
- List of Key Stakeholders (Client SME, Marketing, EDSCx, Analytics, Web Production)
- EDSCx - Jackie Pysarchuk, Rowena Enatsky, Matt Watier
- SME - Defined at Project
- Marketing - Defined at Project
- Analytics - Carol Johnson or Xiaodong Hou
- Web Production - Tatyana Kelmanson
- Create all appropriate tickets for Analytics Reports, and Web Production Reports.
- Email to
MarComandSMEwith their responsible data points to be collected.
Team Data Collection Responsibilities
EDSCx
- Audience & User Research Data (personas, analytics, behavior insights)
- UX Impressions and audit of the exposed content UX
- Mouseflow Recordings and Analysis
- List of Enterprise Content Directed Alterations to current existing product.
- Project Folder Creation
- **NEW Content Collection Document
- Process Flows & User Journeys (if applicable)
- Capture Screen Grabs of the pages effected place in Before-And-After
SME
- Business Goals & Objectives
- KPIs for Success Measurement
- User Goals & Objectives
- Conversion Points/Success Moments for User
- Project Timeline & Deadlines
- Any and All Vanities to Project
- Any and All Email Communications to users while on boarding and or using the product.
Analytics
- Current Analytics running on Project Scope
- Collect any relevant Foresee quotes around the product.
Web Production
Marketing
- Any and All Marketing Collateral that directs Users to or about the current project scope.
- Any Marketing Publishing Schedules for email, social, print, in person, videos
Post Kickoff Discover
🎨 Design & UX Materials
- Wireframes & Page Layouts (existing or new wireframes for page structure)
- Branding & UI Guidelines (standards from Arches)
- Required Artwork & Images (logos, banners, infographics, or other assets)