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Scoping Questions

To provide you with scoping questions that will (1) facilitate insightful discussions about your client’s project scope and (2) enable us to generate more accurate estimates.

Marketing / eCommerce Website

Critical Questions:

  1. At a high level, what are the goals of the project? Mission, business model, etc.
    • For client:
    • For partner:
    • Short project description:
  2. What’s the budget? Knowing the budget upfront can dictate creative constraints, development path, and feasibility if possible.
    • Low budget: We recommend buying a theme and customizing it at a very minimum level.
    • Medium budget: This can accommodate custom design and create a custom theme, but content manageability will be limited.
    • Higher budget: Full custom and fully manageable custom theme.
  3. Are there any platform or CMS requirements?
    • If the Budget is low, WordPress is recommended.
    • Do they have fancy or frontend-specific requirements?
  4. Is there a finalized sitemap that can be provided during the estimation process?
  5. What level of manageability will be required?
    • Complex: Components library (ability to create unique pages using pre-existing building blocks)
    • High: Page templates (create a new page using a templated framework)
    • Medium: Manageable content (image and content changes only)
    • Low: No manageability (would have to update code to make edits)
  6. Can a list of page features and descriptions of the features be provided during the estimation process?
    • Are we going to be retaining any features from the current site (if a current site is available)?
  7. What’s the project timeline, and/or are there critical dates we should know about?
  8. What’s our role in the project?
    • UI/UX design and development.
    • Just development.
  9. How much guidance/consulting do you expect the partner/client will need from us on this project?
    • Very little: Building within their design direction and specifications.
    • Medium: Providing their team with mobile responsiveness suggestions.
    • High: Directing their team through the design process to ensure all requirements are feasible and fit within the technical platform.
  10. Will we be working directly with the end client?
  11. Will WRG be responsible for content/blog migration from the current site?
  12. Are there other technical requirements (integrations), such as setting up Google Analytics, CRM integration, newsletter integration, job board etc?

Good to Know:

  1. Are there any legal/accessibility compliances we need to know about (ADA, HIPAA, etc)?
  2. Do they have a hosting environment for this project?
    • Managed Hosting: Kinsta or WPEngine
    • Self-Hosted: AWS or DO
    • WRG hosting
  3. Do they want to display their site in more than one language? Should we consider a language translation service?
  4. Is there a finalized sitemap that can be provided during the estimation process?
  5. Are there examples of what the partner or client is trying to design or build (design inspiration)?
  6. Are there any specific SEO requirements or benchmarks?
  7. Who is providing designs?
    • Design notes:
    • Design examples (inspiration):

Low Priority:

  1. Are there any specific security requirements for this project?

Web Application

Critical Questions:

  1. What’s our role in the project?
    • UI/UX design and development.
    • Just development.
  2. How much guidance/consulting do you expect the partner/client will need from us on this project?
    • Very little: Building within their design direction and specifications.
    • Medium: Providing their team with mobile responsiveness suggestions.
    • High: Directing their team through the design process to ensure all requirements are feasible and fit within the technical platform.
  3. Will we be working directly with the end client?
  4. At a high level, what are the goals of the project? Mission, business model, etc.
  5. Is there a finalized sitemap that can be provided during the estimation process?
  6. What is the expected user workflow or user journey within the web application?
  7. Can you please provide us with the specific app idea or problem statement that the app is trying to solve?
  8. Are there any legal/accessibility compliances that we need to be aware of (ADA, HIPAA, etc)?
  9. Are there any specific integration requirements with existing software systems or databases?

Good to Know:

  1. Is there a preferred tech stack?
  2. Are they interested in adopting an MVP approach for application development? This involves building the application in phases rather than developing the entire application at once.
  3. What are the key performance requirements (e.g., response time, scalability, accuracy)?
  4. Who are the target users or audience for this application?

Low Priority:

  1. What are the expected traffic and usage patterns for this application?
  2. Are there any specific performance benchmarks or response time expectations?

Mobile Application

Critical Questions:

  1. What’s our role in the project?
    • UI/UX design and development.
    • Just development.
  2. How much guidance/consulting do you expect the partner/client will need from us on this project?
    • Very little: Building within their design direction and specifications.
    • Medium: Providing their team with mobile responsiveness suggestions.
    • High: Directing their team through the design process to ensure all requirements are feasible and fit within the technical platform.
  3. Will we be working directly with the end client?
  4. At a high level, what are the goals of the project? Mission, business model, etc.
  5. Are there any required integrations with third-party services?
  6. Is there a list of features and descriptions defined/documented for us to review?
    • What is the expected user workflow or user journey within the web application?
  7. Are there any legal/accessibility compliances that we need to be aware of (ADA, HIPAA, etc)?
  8. Are there examples (design inspirations) for what the partner or client are trying to design or build?
  9. What are the platforms that the app should target?
    • Android
    • iOS
    • TV Support
    • Wearable Support
    • VR
  10. What are the form factors the app should support?
    • Mobile + Tablet
    • Mobile Only
    • Tablet Only
    • If it supports both tablet and mobile phone form factors, will there be separate designs for mobile and tablet devices? (If yes, additional effort will be required for UI implementation)
      • Yes
      • No

NOTE: If there is no separate design, we assume the tablet will have a scaled version of the mobile app UI.

Good to Know:

  1. What are the various authentication methods that should be considered?
  2. Is native (iOS, Android) or hybrid code (React, Flutter) expected?
  3. Are there any restrictions for using a third-party library?
  4. Do we need to implement push notifications? If yes, tell us more.
  5. Should the app need to work in the offline mode?
  6. Are there any analytics platforms or tracking codes to be implemented?