Stage 0 – Project Start – Preparation
Is web design only about design? Not really! Although most of us love the creative part of designing and developing a website, there are quite a few things we need to do before we actually get to that. Before we get down to the nitty gritty – we’ll need to lay the groundwork and set a few rules.
1. Setup first meetings(s) with client
2. Define and collect briefing document from client
3. Define and send project questionnaire to client and wait for the client’s response. Iterate on doubts you have until everybody is in agreement. Finalize project questionnaire from client
4. Research client’s company to understand their brand, the way they communicate, their demographics, target audience
5. Research client’s industry to find ways of communicating specific to the industry, strengths and weaknesses, trends and other industry specifics
6. Get quotation(s) for development effort for project
7. Get quotations(s) for design or estimate design work with your own designers
8. Get quotation(s) for copy / content or estimate work with your copywriters
9. Get quotation(s) for photography / video production or estimate effort involved
10. Get quotation(s) for Hosting / Domain, particularly if specialized hosting is involved such as VPS hosting, cloud hosting, or special hosting or environment requirements
11. Prepare and send proposal to client – use the web design quotation tool to send an itemized quotation
12. Get approval from client of proposal and features to be implemented
13. Create the Project Acceptance Form, and propose timeline with milestones
14. Send Project Acceptance Form, with timelines to client and wait for client signoff
Once we’ve agreed with the client on the definition of the new website project, we start doing the dirty work. Developers, designers, copywriters, beautiful photography or stock imagery, privacy policies and legal texts, you’ve got lots of stuff to set in motion when you kick off the project.
Stage 1 – Project Kick off
15. Kick off email to developers, designers and other stakeholders
16. Create sitemap of website with proposed sections, pages
17. Research and buy template used as a basis for design
18. Create wireframe of specific pages which require custom designs
19. Allocate time and effort for designer to create the wireframes based on the estimates sent to client and brief designers on wireframe designs.
20. Allocate time and effort for content creation / copy
21. Research, buy and tweak stock images or find free images you can use
22. Allocate time and effort for photography (based on estimates sent to client)
23. Allocate time and effort for video productions (based on estimates sent to client)
24. Define privacy policy and other legal text required for website
25. Send design(s) to client for approval and wait for approval from client
26. Get designers to perform any required design changes
27. Send designs to web developers including template, together with designs, for start of research and development
28. Send specifications and updates to client and wait for client signoff
Once the designs have been completed and you’ve set the stage for what you want the final result to be like, it’s time to start developing. Besides the developers per se, you’ve also got to set the environment, ensure the domain is in place and set up correctly, create databases and ensure the production environments are ready.
Stage 2 – Development
29. Send finalized designs to developers
30. Allocate development checklists to the various developers
31. Agree with all developers + client on a date for Alpha
32. Reach out to content creators and ensure they are on target
Stage 2.1 – Set up Hosting Account
33. Ensure you’ve bought hosting or created a hosting space for your website
34. Create new database(s), and database users as necessary if you are using a CMS, or a website which requires a database
35. Upload the website source files
36. Install / configure the CMS to use the database you have created
37. If your website has been created already and you need to migrate it, export the database from the testing/staging server and import it to the production server
38. Change the nameservers of the domain you will be using to the nameservers of the hosting server you will be using
Stage 2.2 – Set Up Website Content
39. Create the website site map and structure you had defined with the client via your favourite CMS or the framework / technology you have chosen to develop your website
40. Collect all content from the various content creators you have outsourced
41. Quality assure each piece of content you have outsourced or bought – and ask for changes where necessary
42. Populate the website content with the various content items you have agreed with the client
43. Define a Contact Us page with correct client details and a map
44. Populate links / icongraphy with links to relevant social media details
45. Create a link to your website in the footer (if agreed with client to do this)
46. Send current iteration to client and request feedback
47. Fix and change any requests by client
48. Send updates to client and wait for client sign-off
There is nothing more important than ensuring the developed product is fit for purpose through several types of quality assurance. After all this is what will keep your clients coming back for more. An eye for detail here will ensure you will keep getting recommendations and repeat business. Most of all, the things which might not be immediately apparent, but make a significant difference, need to be given due importance.
Besides providing the required functionality, ensure the website you are designing is fast, maintainable, provides an optimal User Experience free from errors and glitches, and make sure it is fully responsive on various types of devices.
Are you able manage all project interactions in one place?
There’s typically a lot of people involved in a web design project. You. The client. The devs. The designers. And anybody who has been commissioned to provide bits and pieces of project.
Keeping them all in sync is a bit of a hassle unless you’ve got the right tool to do so. That’s why we run each project with a website design checklist – to make sure we don’t forget any step.
Stage 3 – Quality Assurance
Stage 3.1 – Code Quality
49. Validate HTML using W3C HTML Validator, or your preferred Browser extension such as Validty Chrome Extension, or Html Validator plugin for FireFox
50. Validate CSS using this CSS Validator, Validity for Chrome, or Html Validator
51. Lint your CSS to make it better
52. Use JSLint and JSHint to make your JavaScript better
53. Check whether your website is internationalization ready here
54. Ask for changes from developers based on the results of the above tests
Stage 3.2 – Page Content
55. Make sure web copywriting has been proofread, and ran through a spelling and grammar checker to check for correctness. Use online tools such as Reverso, or Spellcheckplus.com
56. Check that generic content, such as lorem ipsum, has been properly removed and replaced.
57. See that all images are in the correct places, smushed, formatted, width and height specified and working on all devices.
58. Confirm that videos and audio files are in the correct places, formatted and working on all devices.
59. Test all linked content, such as case studies, ebooks, and whitepapers, and verify that they are correctly linked.
60. Test to see that all internal links across web pages are working properly
Stage 3.3 – Optimized User Experience
61. Ensure that Contact Us and other forms are submitting data properly. If form is sent to an email address ensure that email is received on a mailbox that is monitored, or ensure that content is correctly stored in database.
62. Verify the Thank-you message or page displayed after form is submitted
63. Check that Auto-responders are working properly and text in emails has been proofed
64. External links across web pages are working properly, and open in a new tab (Fix any broken links using this tool)
65. Ensure that Social media share icons are working properly – that there is a good image for sharing and that the description for sharing is appropriate.
66. Correct your metadata as necessary to ensure social media sharing is working ok.
67. Use the Facebook linter to ensure your Facebook sharing will work well
68. Implement Twitter Cards and confirm it works well on the Preview tool
69. Ensure that company logo is linked to the homepage.
70. Check that load time for site pages is optimized (confirm with multiple sources) such as GTMetrix and Pingdom tools. If not – do the following steps to make your WordPress website load faster
71. Try a non-existing address on your page to check the 404 page and 404 redirect pages are in place
72. Integrations with third-party tools, such as your CRM, e-commerce software, and/or marketing platform should be tested to ensure they are running smoothly
73. Choose www vs no-www and make sure that ONLY one of them is working to ensure you don’t get penalized for duplicate content. After choosing one, make sure one redirects to the other.
74. Check on multiple browsers using browsershots or browserling
Stage 3.4 – Responsive and Mobile Friendly
75. Make sure you are using the viewport meta tag:
76. Check that your website is mobile-friendly with at least a MobileOk score of 75 and Google sees your page as Mobile Friendly. You should have fixed most of the Google Mobile Insights problems here
77. Use correct input types for email, phone and URL input form fields to ensure these are rendered correctly on mobile phones
78. Check how the site looks on emulators such as screenqueries, ipadpeek, iphonetester, screenfly, mobilephonesimulator.
79. Test the site using real devices you have accessible to you or use opendevicelab.com
80. Send the finished site to your client and get feedback
81. Fix and change any requests by client
82. Send updates to client and wait for client sign-off
Once you’re happy with the site you have developed you can start thinking about the Launch process and of course how to get the maximum value out of the launched site. There are many tools out there to help you reap maximum benefit for yourself and for your clients.
Besides actually monitoring your site, make sure you’ve thought well about Search Engine Optimization and Social Media Marketing. Although this is an ongoing process, you need to ensure you’ve got the basic set up right.
Also remember – a fast website is a pleasant website. Make sure your site has been optimized for performance.
Social – if you do it right, Social traffic will be the best source of traffic for your website. Spend enough time on it to get it right the first time.
Are you sure you’ve ironed out all the kinks?
The few days of testing before a website launch is always a bit hectic (at least it used to be for us). So many small things to change and test and confirm and re-confirm. Sometimes we sort of lose track of what’s done and what isn’t.
Stage 4 – Launch
Stage 4.1 – Analytics
83. Register and verify site with Google WebMasters
84. Create a new property and implement Google Analytics code.
85. Make sure you link Google WebMasters and Google Analytics to be able to get better insights from within Google Analytics
86. Exclude relevant IP addresses (such as office IP) from analytics tracking to ensure your own company’s and the client’s company do not inflate their website hits
87. Set up any funnels, goals or tracking events which have been properly created in your analytics software
88. Implement visitor tracking software such as HotJar, CrazyEgg, or Optimizely
89. Implement any site uptime monitor such as Pingdom
90. Implement a website backup service as necessary
91. Sign-off the deliverables and invoice your client ?
Stage 4.2 – Search Engine Optimization
92. Check that all pages have unique page titles (with a recommended length of fewer than 70 characters, including any keywords).
93. Check that all pages have unique meta descriptions (with a recommended length of fewer than 156 characters, including keywords) – the meta description should be human friendly – not optimized for search engines. Think about it this way: “If you wanted to use 156 characters to describe exactly what that article contains, what would you say?”
94. Verify that pages have your chosen keywords included without any keyword stuffing (do not over emphasize particular keywords)
95. See that all pages have metadata which is properly in place (with correct spelling and grammar) for any content which you want to be shared via Social
96. Ensure that relevant Alt tags have been added to every image.
97. Make sure that a dynamic XML sitemap (which gets updated with every post you make) has been created and verify that the XML sitemap has been submitted to search engines via Google WebMasters.
98. Ensure that Google is able to read it correctly.
99. Submit to Bing and possibly Yandex WebMasters too.
100. See that all page URLs consistently reflect site information architecture.
101. If you have had another older website, make sure you have 301 redirects in place for all old URLs (redirecting old pages to new ones).
102. Where necessary ensure that rel=”nofollow” tags are in place on applicable links and pages.
103. Use schema creator to insert Microdata into your pages (or tag your content in google WebMasters Data Highlighter)
104. Check the semantics of your site using this
Stage 4.3 – Speed and Performance
105. Try to get a PageSpeed score of 90+
106. Minify your javascript
107. Minify your CSS
108. Add Expires Header – Leverage browser caching to ensure that files which don’t change often are fetched from the browser cache rather than downloaded again
109. Ensure a Yslow score of 85+
110. Optimize the size of images using Y! Smush.It and replace the existing images with the optimized images
111. Specify image dimensions for each image
112. Enable gzip compression on your hosting server
113. Ensure there are no bad requests, such as missing images or files
114. Combine images using CSS Sprites (use SpriteMe.org to help you generate the sprite image)
115. Reduce the number of HTTP requests by combining the CSS and JS files into as few files as possible
Stage 4.4 – Usability
116. Check for HTML5 compatibility using modern.ie, modernizr, and Compat Inspector
117. Create a Favicon generator for each platform here
118. Enable user and search engine friendly URLs
119. Set up a print stylesheet
Stage 4.5 – Social Media
120. Add Facebook Domain Insights to your page to see how people are interacting with your website on Facebook using this
121. Link your website to your Google+ Brand page via instructions found here
122. Add humans.txt
123. Create new cover images for other Social Media you use such as Facebook, Twitter, LinkedIn company page, Pinterest, Instagram or others as necessary
124. Send the finished site to your client and get feedback
125. Fix and change any requests by client
126. Give access to client to all accounts created on their behalf
127. Send updates to client and wait for client sign-off
128. Close project
Originally posted on BeeWits at https://www.beewits.com/the-ultimate-web-design-checklist-things-to-do-when-launching-a-website.
