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)
  • Create all appropriate tickets for Analytics Reports, and Web Production Reports.
  • Email to MarCom and SME with 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

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)