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So you have a request (LEGEND (STOP, ACTION, CONSIDER, CONTINUE, QUESTION)…
So you have a request
LEGEND
STOP
ACTION
CONSIDER
CONTINUE
QUESTION
3) Planning
UCD
Is there a [researched, tested] design
DESIGN
IA
Sitemap
No
Yes
Data management
Yes
No
Navigation
Yes
No
Content
Yes
No
Business analysis
Has client done a user needs analysis
Yes
No
Has client done a business needs analysis
Yes
No
Is client able to articulate in granular detail what needs to happen
Yes
No
Visual
Yes
No
UX
Yes
No
Accessibility
Yes
No
N/A
No
Does client expect doc to do it?
Yes
Has client planned for that? (See Project MGMT)
No
Is someone going to do it?
No
How can this project proceed?
Yes
Project MGMT
Does the client have goals?
Attainable
Related to the project
Measurable
No
Consult
Deadline/Timeline
Is there a realistic deadline?
Is DOC resourced to meet deadline?
Has the client budgeted for our costs?
Yes
No
Can we afford this project?
Yes
No
Can anything be shuffled around with other clients to meet the deadline?
Yes
Whose responsiblity is it to bear the bad news?
No
Prioritisation
Task based prioritisation
Agreed needs and nice to haves
Marketing
How will Client be promoting their product?
Will this contribute to its success?
What is the the division of labour between DOC and others?
1) Esteem
What will the effect be of saying no?
Understanding
Proceed through rest of tree
Loss of relationship
Not a problem: proceed through the rest of the tree and assess whether project should happen
Bad - stop and work out how to improve relationship before continuing
Not in a position to say no
"No" becomes advice and counselling and asking for extra resources
Has someone already promised our services?
Yes
Did they check with us and our resource load before promising?
Yes: PROCEED
No: Work out whose project will be delayed, and who will break the bad news about delays.
No: PROCEED
4) Maintenance
Does client have a plan for maintenance
Yes, resourced adequately
No, client doesn't think it's necessary
Assess whether appropriate to advise/correct client
YES
NO
No client will ask doc to fix it when they think of things that need doing.
Assess whether appropriate to advise/correct client
YES
NO
Lifespan plan
How long is this live?
For an indeterminate period of time
How will client check if the product has finished its life?
Winging it/DOC does it
Assess whether appropriate to advise/correct client
YES
NO
Client has an assessment plan that is appropriately resourced, and a plan for decomission
For a specific period of time
What happens when it is finished?
Client has clear plan for decomission and archiving
Winging it
Not relevant to this request
2) Necessity
Do you know what you want to do?
Yes
Does the project need to happen?
Why does the client need DOC
Because the client doesn't have time
Because the client is underresourced
Because the project is huge (SEE NECESSITY)
Because the client would be much slower than DOC (expertise)
Because the client doesn't have the access to do it
Should they get access or is this good?
Because the client doesn't have skill
Assess whether training is solution
Because the client doesn't have the desire to do it
Reinforce value of service with high cost.
Is there a strong business case for the project?
Yes
Will this project help the client meet their strategic objectives?
No
Yes,
No
Does it meet DOC's strategic objectives
No
It is outside DOCS scope of work
Forward to appropriate people
Is this a misunderstanding of DOC's services?
It would force DOC to do bad work
Advise/counsel
Yes
Does the project need to be x size?
Can it be scaled down?
Not appropriate
Client refuses
Will this lead to problems in the future?
Yes if required
No
5) DECISION
Will we take on the project?
Yes, DOC has not found major road blocks in this assessment
No: this assessment has uncovered breaking issues with the project plan. Consider working with the client to solve these issues or rejecting the request.