[BNM] Client worksheets; gathering business requirements for website re-design

Dominic Stockdale dom.stockdale at gmail.com
Sat Sep 1 13:16:46 BST 2007


I've done quite a few of these kinds of docs over time and one thing
I'd recommend is don't just give them to your client to fill at their
leisure, workshop it instead.
This works really well, yes have worksheets that you've made up for them and
thought through but actually get a bunch of them together to sit round with
you and fill it out en-group. If you do can do it in a discussion based way
like this its really amazing what you can get out of the client or rather
what it turns out they really know about what they need want etc.

If you can't do this a worksheet is useful but I'd guess it's only about 10%
as useful as a group discussion.


- Dom

On 8/31/07, Chris Ford <chris at modelinteraction.co.uk> wrote:
>
>
> On 30 Aug 2007, at 13:49, Jay Caines-Gooby wrote:
>
> > Clearleft (/me waves at the Elf Cartel) have a nice worksheet:
> > http://clearleft.com/worksheet/client-worksheet.doc
>
> This is very similar to our Discovery document which we circulate to
> clients at project opening. It's a broad sample of objectives,
> perceptions and current understandings. I can make our version
> available if it's useful. Otherwise Google'ing for "Discovery
> documents" might help you.
>
> c
>
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