Client Web Project Planning Basics

There are many moving parts to building and Project Planning a modern web project for your clients. Making a proper plan saves you time and stress. Highly complex corporate sites may require detailed planning and tools. However, even simple sites for small businesses should also be approached with sound project planning principles.

When engaging a potential new client, a business owner may not have thought through what they need from their website. There are many factors to consider such as multimedia, interaction, update frequency, and the purpose of the site.

Before you get to the planning stage with the client, you should asses their client’s understanding of the project. This includes taking the client through the basics such as hosting, credit card merchant accounts, web navigation, and communicating via email. Clearing up all the basics prevents faulty assumptions.


Project Charter

The standard project charter is a guide for creating a project plan. It also ensures everyone involved is on the same page. It should include project objectives, expected expenditure, timeline, stakeholders, and team members and their roles.


Project Scope

The most important component of a web project plan is the scope. Aligning everyone’s expectations and concepts of what the project entails will avoid frustration and inefficiencies on the part of the service provider.

Ideally the scope statement should include or exclude certain components including:

  • Content– how many pages of content or articles should the project include
  • Ecommerce– will the site have PCI complience, credit card merchants, or special functions.
  • Custom designs or existing templates
  • Graphics including creation of the business logo, any literature and social designs
  • Inclusion or exclusion of multimedia, videos, audio and slideshows among others
  • Technology framework to be used


Roles and Communication Planning

It is important to make decisions about roles and responsibilities. Where more than two people may be involved, it is crucial to use tools that clarify decision-making and roles of each team member. Tools such as DEARS and DACI are particularly useful in such instances.


When undertaking a web project for a business with multiple leading persons, consider choosing one point of contact in terms of decision-making.

Communication planning is critical for your clients web development project to go smoothly. Make decisions on the modes of communication and appropriate response times. Communication planning also ensures routine updates and questions are handled effectively.

It is also essential to ensure critical information and major decisions are handled in person or via phone depending on the urgency.


Create Subtasks

Make use of project management tools such as Trelo, Basecamp, Asana, and more to collaborate and give your clients control of their projects. These tools also allow you to break down major tasks into smaller, more manageable bits.

Remember the key to successful project planning is being specific. Each action should be assigned to a team member with a due date. All tasks must be assigned in a logical sequence with attached milestones.


Keep All Project Related Resources in The Same Place

All information related to the project should be kept in one place for ease of reference. A project management system is particularly ideal. The project management tools should be easy to integrate with email for efficiency.

Before you embark on a major web project with your next client, it is important to do your research. Don’t leave anything to chance. Working with professionals such as Codeias ensures your project is fully researched and planned before you start. Contact us on 01257 758 078 or email us at