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Kick-off Meeting Checklist for Web App Designers


I’ve been asked several times to share our checklists with clients and other designers. This checklist is used in the kick-off meeting. We’re constantly editing and improving it so if you’d like to add comments of your own:

  1. Do we have all the client domains?
  2. Will this domain name change during the project or before launch?
  3. Do we have access to the domain registration?
  4. Do we have FTP and database access?
  5. Will we providing this client with a hosting solution?
  6. Do we have an end user or persona description from the client?
  7. Do we know the business objectives of this project?
  8. Has the client provided a site map for the project?
  9. Where is the content for the site or web application?
  10. Does the content need to be edited or created?
  11. Who at FTS will manage the content creation?
  12. If we are providing content, do we have a signed content creation contract for this project?
  13. Will the client be providing any wireframes?
  14. Will the client provide any stock images or original photography for this project?
  15. Has the client provided any marketing or positioning information?
  16. Does the client have branding or identity work they want to share with us before we start?
  17. Who at the client will be responsible for content updates and edits?
  18. Do we have a list of at least 5 primary keywords or phrases?
  19. Has the client provided a list of competitors?
  20. Does the client have any historical SEO or marketing information?
  21. Has the client provided us with their Google Analytics login information?
  22. Has the client provided us with a list of their social marketing websites and accounts?
  23. Has a Product Vision been created by the client?
  24. Does the client have a developer or development group available to help with clients side development issues?
  25. Will multiple states be required in the app or website design (sample, error, etc)?
  26. How many core templates will be required to meet the deliverable?
  27. Has Subversion been installed and the client updated with necessary access?
  28. What research will be required for this project?
  29. Has the research required been built into the proposal or Scope of Work?
  30. Has a full list of stories been created and prioritized?
  31. Will this web application project require any public facing marketing or registration pages?
  32. Will this project require any blog installations and styling?

Author Richard Banfield

As CEO, Richard leads Fresh Tilled Soil’s strategic vision. He’s a mentor at TechStars and BluePrintHealth, an advisor and lecturer at the Boston Startup School, and serves on the executive committees of TEDxBoston, the AdClub’s Edge Conference, and Boston Regional Entrepreneurship Week.

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