Final Project 2 Methodology Submitted

JSH Consulting
By: Jennifer Lee Scott Waterhouse Hampton Hook
Changes to Methodology
Almost every slide has undergone some
form of minor revision. Mostly, these revisions were wording changes.
Our major content revisions and

additions are explained here and in the next few slides.
Through-out: Executive Summaries for each Phase have been added at the beginning of each phase to provide an overview of each phase. Slides 16-31. Who We Are, our website, balance sheet with narrative, work schedule with guidelines, and a generic staff meeting agenda are all added to provide standards for JSH Employees as we work on our separate projects and to provide the graders with a little more information about who we are and what we do.
Slide 25. An overview narrative has been added as a new requirement for this project. It is mostly to be developed in the client binder. Slides 39-45. Added requirements prevent resources from being wasted. Example: A project manager will not be required to leave the office, travel to a meeting location and then find out that the client is not coming. Meeting request form now requires: JSH Consulting to be the meeting place Nonrefundable Consultation Fee 24 Hour notice of cancellation/rescheduling Slide 69. We updated the client questionnaire. We simplified the questions and removed questions such as color and font choice that a client will most likely not be insistent on at the first meeting and should ultimately be left up to the design team subject to client revision.
Slides 49-55: Sell Contract Additions/revisions.
Added new payment schedule to adhere to the real

world practice of being paid at the completing of each phase.
Added a delay disclaimer to create a more flexible

completion date if any client-created problems arise.
Added clause limiting inappropriate content Added clause reserving JSH Consultings right to
use the final website for advertising purposes.
We revised the contract to remove mention of

maintenance after the website has been completed. The example methodology had a redundant service agreement in the service phase. We only needed one of these. Slide 70-73. We created a client meeting agenda, confirmation scripts, and a meeting summary sheet. The goal here is to increase the value of the initial consultation meeting by providing an idea of what needs to be covered, encouraging attendance by reminding the client of the meeting, and providing an easy way to summarize what was discussed so no idea is lost in the process.
Slide: 98. We simplified the sitemap template because each website will require a very different sitemap. There only two things that must always be present in the sitemap: The home page of the website and a link to JSH Consultings website. We also added a narrative to explain how it should be implemented in the client binder. Slides 167-168. We created two surveys to be given to the client after the entire process is completed. The first evaluates the overall satisfaction with JSH Consulting and the second evaluates the performance of the project manager the client worked with specifically.
Table of Contents
Message to Graders Grade Sheet Who We Are Our Website Balance Sheet Balance Sheet Narrative Work Schedule Timesheet Guidelines Staff Meeting Agenda Overall Executive Summary Overview Narrative Extended Enterprise Extended Enterprise Narrative Overall WCA and Narrative Overall VC and Narrative 1.0 Sell Phase Table 1.8 Sell Executive Summary 1.1 Sell WCA 1.1 Sell WCA Narrative 1.1 Sell Value Chain 1.1 Sell Value Chain Narrative 13 14 16 17 19 20 21 22 23 24 25 26 27 28-29 30-31 32 33 34 35 36 37
1.2 Assigned Roles for Project
38
1.30 Request Initial Client Meeting
39
1.34 Initial Consultation Request

1.31 Initial Consultation Request Form Ideas 1.32 Initial Consultation Request Best Ideas
40
41 42 43 44
1.33 Draft Initial Consultation Request 1.34 Initial Consultation Request
1.35 Signed Initial Consultation Request

1.4 Initial Consultation Request Email Template
45
46 47 48 49
1.4 Email Confirmation of Initial Consultation 1.4 Phone Call Confirming Initial Consultation 1.5 Draft Initial Contract Phase Table
1.51 Initial Contract Ideas

1.52 Contract Requirements 1.53 Contract Checklist 1.54 Competition Development Prices 1.55 Draft Initial Contract
50
51 52 53 54
1.56 Initial Contract

1.60 Client Feedback Task list 1.60 Client Feedback Form for Contract 1.61 Revised Initial Contract 1.62 Signed Initial Contract 1.70 Sell RTM
55
56 57 58 59 60
1.81 Sell Executive Summary Contract 2.0 Research Phase Table 2.90 Research Executive Summary 2.1 Research WCA 2.1 Research WCA Narrative 2.1 Research Value Chain 2.1 Research Value Chain Narrative 2.2 Meeting Request Form 2.3 Client Website Questionnaire
61 62 63 64 65 66 67 68 69
2.4 Meeting Confirmation Email

2.5 Initial Client Meeting 2.50 Initial Client Meeting Agenda 2.51 Meeting Summary Sheet 2.52 Website Specifications
70
71 72 73 74
2.53 Client Requirements

2.6 Gather Ideas From Questionnaire Table 2.61 Client Specifics 2.62 Client Needs 2.63 Client Wants
75
76 77 78 79
2.64 Client Specifications

2.65 Client Requirements 2.66 Website Ideas 2.70 Research HTML Editors
80
81 82 83
2.71 Website Hosting Comparisons 2.72 List of Possible Editors 2.73 Website Editor Reviews 2.74 Desirable Website Editor Features 2.75 Initial Website Editor Ranking 2.76 Final Website Editor Ranking 2.8 Research RTM Update 2.9 Research Executive Summary Contract 3.0 Produce Phase Table 3.9 Produce Executive Summary 3.1 Produce WCA 3.1 Produce WCA Narrative 3.1 Produce Value Chain 3.1 Produce Value Chain Narrative 3.2 Site Map Template 3.21 Site Map Template Narrative 3.35 Website Wireframe Template 3.30 Create Website Wireframe 3.31 Client Requirements Review 3.32 Requirements Checklist 3.33 Completed Checklist 3.340 Produce Draft Wireframe 3.341 Wireframe Framework
84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106
3.342 Wireframe Ideas 3.343 Wireframe Rough Draft

3.344 Draft Website Wireframe
107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128
3.35 Website Wireframe Template 3.35 Website Wireframe Template Narrative 3.4 Meeting Request 3.5 Client Feedback 3.6 Website Prototype 3.7 Use Feedback for Revisions 3.71 Revision Ideas 3.72 Revised Wireframe 3.73 Revised Requirements 3.74 Website Prototype 3.75 Prototype Sign-off 3.8 Produce RTM Update 3.91 Produce Executive Summary Contract 4.0 Deliver Phase Table 4.7 Deliver Executive Summary 4.1 Deliver WCA 4.1 Deliver WCA Narrative 4.1 Deliver Value Chain 4.1 Deliver Value Chain Narrative
4.2 Initial Website Checklist 4.3 Completed Initial Website Checklist 4.4 Review Website 4.41 Meeting Request 4.42 Revised Requirements 4.43 Completed Revised Website Checklist 4.44 Website Checklist Sign-off 4.45 Client Changes Requested 4.5 Final Published Website 4.6 Deliver RTM Update 4.71 Deliver Executive Summary Contract 5.0 Service Phase Table 5.8 Service Executive Summary 5.1 Service WCA 5.1 Service WCA Narrative 5.1 Service Value Chain 5.1 Service Value Chain Narrative 5.2 Meeting Request 5.35 Maintenance Contract 5.3 Continue Maintenance Process 5.31 Review Maintenance Process 5.32 Review Revision Process
129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150
5.33 Maintenance Request Form 5.34 Revision Request Form 5.35 Maintenance Contract 5.36 Signed Maintenance Contract 5.4 Maintenance Request Form 5.5 Revision Request Form 5.6 Revised Website 5.60 Revise Website for Client 5.61 Maintenance Request Form 5.62 Revision Request Form 5.63 Website Changes Checklist 5.64 Client Changes Requested 5.65 Completed Changes Checklist 5.66 Revised Website 5.7 Service RTM Update
151 152 153 154 155 156 157 158 159 160 161 162 163 164 165
5.81 Service Executive Summary Contract

5.90 Client Satisfaction Survey 5.91 Client Project Manager Survey Repository
166
167 168 169
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Dear Graders:
Binder 1 contains guidelines as to how we should:

Acquire and impress client Sell product to client Meet product requirements Maintain product
Binder 2 will document how the methodology was

implemented to create three websites. This binder will be delivered to you after Spring Break.
We followed the example methodology and put

deliverables first. This results in jumping numbers but the phase table provided after each deliverable explains the numbering system clearly.
Thank you,
Scott Waterhouse Hampton Hook Jennifer Lee
14
15
16
Who We Are
JSH consulting is a website-design firm that creates custom websites for all types of clients. We specialize in producing and maintaining websites for anything ranging from personal to business use. By adhering to the following methodology, JSH Consulting provides quality websites and customer satisfaction. Contact Us: 2503 McFarland Blvd. Northport, AL 35476 205-339-9200 http://jshconsulting.weebly.com
Our Website
17
Our Website
18
Balance Sheet
JSH Consulting
Assets
Current Assets
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Balance Sheet
Date:Dec. 31st, 2013
2013 Cash Accounts receivable Prepaid expenses Deferred expenses Total current assets 7,590 7,503 3,348 29,627 48,068 117,038 234,851 351,889 15,087 13,408 50,851
450,808
2012 6,682 6,547 2,592 28,651 44,472 88,869 269,989 358,858 9,281 10,894 42,051
445,381
Fixed (Long-Term) Assets
Property, plant, and equipment Intangible assets, net Total fixed assets
Other Assets
Deferred income tax Other Total Other Assets

Total Assets
Liabilities and Owner's Equity

Current Liabilities
Accounts payable Accrued expenses Accrued salaries and wages Unearned revenue Current portion of long-term debt Total current liabilities
Long-Term Liabilities
3,192 5,781 7,706 87,908 104,587
2,465 7,976 7,978 66,407 84,826
Long-term debt Other

Total long-term liabilities
Owner's Equity
244,070 2,176 246,246

100,000
257,351 2,006 259,357

220,977
Owner's investment Retained earnings Other Total owner's equity

Total Liabilities and Owner's Equity
99,975
450,808
101,198
445,381
{42}
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Balance Sheet Narrative

We created a balance sheet for JSH
Consulting and based it off of the most recent financial reports from Web.com.
We determined that our consulting firm

would be roughly half the size of Web.com
The numbers we came up with were

multiplied by one half to give estimations of what JSH Consulting Balance Sheet would look like
Work Schedule
Sun 3/18 10am 11am 12pm 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm 12am Mon 3/19 Tues 3/20 Wed 3/21 Thurs 3/22 Fri 3/23 Sat 3/24
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22
Timesheet Guidelines
As a Project Manager you must track your progress
every day, to show what has been completed and what needs to be done.
Make sure to have your client sign off after each

phase of the work practice. By having the client sign off once your work is completed it allows you to be paid.
Once you determine a date for completion make sure

to have completed the website by then unless Client makes changes to anything previously signed off as done.
Be sure to communicate with the client to ensure

payments are being made on time by them. If payments are not made on time the project will be put on hold.
If you work over forty hours be sure to mark the hours

that are overtime hours to ensure you can be paid time and a half for those hours.
Everyday record the time you spend working on your

clients project.
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Staff Meeting Agenda

Week of:________________ Client:__________________ Project Manager:____________________ Agenda Items:
1. Discuss the tasks completed last week and look

ahead to goals for the week
2. Brainstorming Ideas 3. Discuss styles such as fonts, colors, and possible

themes
4. Discuss Clients needs and how we will implement

them
5. Identify possible problems that may occur during the

upcoming week and discuss how to prevent them
6. Make sure the staff is on time for publishing date 7. Adjourn meeting
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Overall Executive Summary

JSH Consulting recommends to a potential client that they use JSHs methodology to create a web-based solution that is tailored to his or her personal or business needs. JSH Consulting uses an innovative requirement-gathering process to design custom websites and efficiently publish accessible information geared towards our clients website users. JSH Consultings hands-on approach to any business or personal web presence ensures maximum value for our clients and offers tools necessary for website publication to provides the client with the most effective way to reach their website viewers. JSH Consultings methodology ensures the clients website will be tailored to their requirements. JSH Consultings unique development process provides step-by-step review and sign-off to ensure the client is engaged and informed through each phase of the design process. JSH Consultings approach provides opportunities through each development phase for feedback and revision from our clients. These opportunities ensure that the client knows the value of every phase of development and has input into each decision. This client involvement ensures that every requirement is met to the clients satisfaction.
25
Overview Narrative
Define the overall objective of the clients
goal and value
Use WCAs and Value chains to help

identify clients objective.
Every client will have a different

objective, goal, and each website will have a different value.
26
Extended Enterprise
JSH Consulting Value Chain
Sell Research Produce Deliver Service
Client Value Chain

Research Produce Sell Deliver Service
Research
Produce
Sell
Deliver
Service
Site Visitors Value Chain
27
Extended Enterprise Narrative

JSH Consultings methodology delivers a professional, valuable, and cost effective web presence to our clients through work-centered analysis, value chain analysis, and goal analysis. Our clients experience enhanced sellpresence to their intended audiences due from the additional value created through JSH Consultings innovative development process. Our clients are assured maximum potential for their web presence because of JSH Consultings customer-focused development process that customizes the clients website to attract and serve the intended audience. Regular maintenance ensures clients are always able to proactively revise their websites to attract new visitors as well as retain current viewers. JSH Consultings methodology provides two methods of servicing the clients websites. First, upon delivery, the client can make changes as they desire to their own websites. Additionally, if contracted to do so, JSH Consulting can make requested revisions and provide requested maintenance to a clients website. Visitors of each clients website will experience the entirety of the clients vision and imagination. JSH Consulting takes pride in performing a thorough research process to determine accurate requirements for a clients website and ensure complete customer satisfaction.
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Customer
GOAL
To produce a professional website for our Client
Client, JSH Consulting
VALUE
By delivering a quality website we will increase revenue while retaining customer loyalty
Product Completed Website
Sell Obtain written contracts between our project managers and clients Research Determine client preferences in order to determine website requirements Produce Develop client's requirements into a working website prototype to be evaluated Deliver Construct and publish client's website according to requirements Service Provide maintenance and updates for client website
Data
Previous JSH Websites, Staff Meetings, Client Feedback
People
JSH Consulting, Project Manager, Staff, Client
Technology
Internet, Microsoft Office Suite, Weebly, Dropbox
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Overall Work Centered Analysis Narrative
Goal To produce a professional website for our Client Value By delivering a quality website we will increase revenue while retaining customer loyalty Customer Client, JSH Consulting Product Completed Website Sell Obtain written contracts between our project managers and clients Research Determine client preferences in order to determine website requirements Produce Develop client's requirements into a working website prototype to be evaluated Deliver Construct and publish client's website according to requirements Service Provide maintenance and updates for client website Data Previous JSH Websites, Staff Meetings, Client Feedback People JSH Consulting, Project Manager, Staff, Client Technology Internet, Microsoft Office Suite, Weebly, Dropbox
30
Overall Value Chain Work Product
Sell Contracts
Research
Requirements
Value Added
By delivering a quality website we will increase revenue while retaining customer loyalty
Produce
Website Prototype
Deliver
Clients Website
Service
Maintenance and Updates
31
Overall Value Chain Narrative

Value By delivering a quality website we will increase revenue while retaining customer loyalty Sell Contracts Research Requirements Produce Website Prototype Deliver Clients Website Service Maintenance and Updates
32
33
1.80 Sell Executive Summary

Write out a standard 3 paragraph executive summary for the sell phase of your project.
A phase executive summary should begin with We recommend that [your client] proceed into the [next phase] of [your project]
The rest of the document should summarize what was done in this phase (specifically what was delivered) and then briefly outline what will begin when the next phase is initiated (such as beginning the research phase of the project will allow us to begin gathering specifications and requirements to produce the clients website.)
34
Customer
VALUE
By obtaining written contract agreements we can confirm the relationships between clients and project managers to prioritize our clients interests and ensure payments for project managers
GOAL
To obtain written contract between our project managers and clients
JSH Consulting Project Managers and Client
Product Contract
Research Communicate with customer on general interests and arrange a meeting to discuss specifications Produce Develop preliminary contracts for client to assess Sell Present and explain contracts to client Service Review and revise contract with client for feedback Deliver Finalized contract to client
Data
Previous JSH Websites, Client Feedback
People
Project Manager, Staff, Legal team, Client
Technology
Internet, Microsoft Office Suite
35
1.10 Sell Work Centered Analysis Narrative

Goal To obtain written contract between our project managers and clients Value By obtaining written contract agreements we can confirm the relationships between clients and project managers to prioritize our clients interests and ensure payments for project managers Customer JSH Consulting Project Managers and Client Product - Contract Research Communicate with customer on general interests and arrange a meeting to discuss specifications Produce Develop preliminary contracts for client to assess Sell Present and explain contracts to client Service Review and revise contract with client for feedback Deliver Deliver finalized contract to client for signature Data Previous JSH Websites, scripted contracts, and Client Feedback People Project Manager, Staff, legal team, and Client Technology Internet and Microsoft Office Suite
36
1.10 Sell Value Chain Work Product
Research Specifications
Produce
Preliminary Contract
Value Added
By obtaining written contract agreements we can confirm the relationships between clients and project managers to prioritize our clients interests and ensure payments for project managers
Sell
Presented Contract
Service
Revised Contract
Deliver
Finalized Contract
37
1.10 Sell Value Chain Narrative

Value By obtaining written contract agreements we can confirm the relationships between clients and project managers to prioritize our clients interests and ensure payments for project managers Research Specifications Produce Preliminary Contract Sell Presented Contract Service Revised Contract Deliver Finalized Contract
38
1.20 Assigned Roles for Project

Project Manager: Staff: Client:
39
1.30 Request Initial Client Meeting
40

The project manager from JSH Consulting, _______________ , is requesting a meeting with ___________________ (client) in order to discuss creating a business relationship between JSH Consulting and ______________ (client). During the meeting, the client and project manager will discuss the scope and any deadlines for completion of clients website as well as financial compensation to JSH Consulting for services to be provided. A nonrefundable consultation fee of $50 is to be paid by the client and is due upon signing this contract. Meeting Date: ______________ Meeting Time: ________ am pm Location: JSH Consulting
In the event the client wishes to postpone the initial consultation, JSH Consulting requires a 24-hour notice from client in order to reschedule. Failure to provide 24-hour notice of rescheduling will result in forfeiture of the consultation fee. An initial consultation that is rescheduled with less than 24-hour notice will require an additional nonrefundable $50 consultation fee due at the time of the consultation.
By signing this document, you acknowledge that you have read, understood, and agree to abide by the terms of the contract. __________________ (Client) __________________ (Project Manager) Date: ________ Date: ________
41
1.31 Initial Consultation Request Form Ideas
Items Included: Meeting date and time Meeting location Breakdown of meeting Discussion overview Mention initial consultation fee Mention additional fee for missing scheduled meeting Signatures Format Contract Format Memorandum of Understanding Format Delivery E-mail (Electronic signature) Fax Mail Confirmation Email Fax Mail Phone Call
42
1.32 Initial Consultation Request Form Best Ideas
Items Included: Meeting date, time, location Discussion overview Nonrefundable initial consultation fee Additional fee for missing scheduled meeting Signatures Format Contract Format Advantage: Clear agreement to pay consulting fee(s) Advantage: Formal format relays to client the importance of initial
consultation and ensures resources are devoted only to serious potential clients
Delivery Email Advantage: Fastest, Cheapest, Easiest, Confirmation Email Advantage: Fastest, Cheapest, Easiest Phone Call Reminder (48 hours before) Advantage: Personal interaction improves client relationship Advantage: Reminding clients of scheduled meetings decreases
likelihood client will not attend
43
1.33 Draft Initial Consultation Request

The project manager from JSH Consulting _______________________ (Project Manager) is requesting a meeting with ____________________________ (client) in order to discuss financial compensation to JSH consulting for creating clients website. During the interview the client and project manager will discuss compensation and payment arrangements as well as the scope and deadline for completion of clients website. Designated Meeting Time & Date: Designated Meeting Place:
By signing this contract you are acknowledging that you have read and understood the above stated requirements of this contract:
X_____________________ Date:________________ X_____________________ Date:________________
44

The project manager from JSH Consulting, _______________ , is requesting a meeting with ___________________ (client) in order to discuss creating a business relationship between JSH Consulting and ______________ (client). During the meeting, the client and project manager will discuss the scope and any deadlines for completion of clients website as well as financial compensation to JSH Consulting for services to be provided. A nonrefundable consultation fee of $50 is to be paid by the client and is due upon signing this contract. Meeting Date: ______________ Meeting Time: ________ am pm Location: JSH Consulting
In the event the client wishes to postpone the initial consultation, JSH Consulting requires a 24-hour notice from client in order to reschedule. Failure to provide 24-hour notice of rescheduling will result in forfeiture of the consultation fee. An initial consultation that is rescheduled with less than 24-hour notice will require an additional nonrefundable $50 consultation fee due at the time of the consultation.
By signing this document, you acknowledge that you have read, understood, and agree to abide by the terms of the contract. __________________ (Client) __________________ (Project Manager) Date: ________ Date: ________
45
1.35 Signed Initial Consultation Request

The project manager from JSH Consulting, _______________ , is requesting a meeting with ___________________ (client) in order to discuss creating a business relationship between JSH Consulting and ______________ (client). During the meeting, the client and project manager will discuss the scope and any deadlines for completion of clients website as well as financial compensation to JSH Consulting for services to be provided. A nonrefundable consultation fee of $50 is to be paid by the client and is due upon signing this contract. Meeting Date: ______________ Meeting Time: ________ am pm Location: JSH Consulting In the event the client wishes to postpone the initial consultation, JSH Consulting requires a 24-hour notice from client in order to reschedule. Failure to provide 24-hour notice of rescheduling will result in forfeiture of the consultation fee. An initial consultation that is rescheduled with less than 24-hour notice will require an additional nonrefundable $50 consultation fee due at the time of the consultation. By signing this document, you acknowledge that you have read, understood, and agree to abide by the terms of the contract.
__________________ (Client)
__________________ (Project Manager)
Date: ________
Date: ________
46
1.40 Initial Consultation Request Email Template

Dear _____________ (client): As the project manager with JSH Consulting, I am excited to be working with you on the development of your website. I look forward to meeting with you as previously discussed on ____________ (date) at _____________ (time, am pm). I have attached a form requesting an initial consultation. If you would still like to meet with me and explore the options available to you for the creation of your website, please print the form, complete it and mail it with payment to the address below. If you have any questions or concerns please give me a call at _____________ (phone number).
I look forward to working with you. __________________ (Project Manager)

JSH Consulting Attention: _____________ (project manager) 2503 McFarland Blvd E Northport, AL 35476
Attachments: Initial Consultation Request.pdf
47
1.40 Email Confirmation of Initial Consultation

Dear _____________ (client):
I wanted to take a moment to let you know that I have received the completed initial consultation request and appropriate payment. I wanted to confirm our meeting on _________ (date) at ______ (time, am pm). Please remember that JSH Consulting requires a 24hour notice for rescheduling initial consultation appointments. If you have any questions or concerns please give me a call at __________ (phone number).
I look forward to working with you. ______________ (Project Manager)
48 1.40 Phone Call Confirming Initial Consultation

Good (Afternoon / Morning)!
This is ____________ (staff) calling from JSH Consulting. I wanted to confirm your appointment with ___________ (project manager) on ______ (day of the week) _________ (date) at _______ (time, am pm). If there is any need to reschedule, I can transfer you to ________ (project manager) to find a suitable alternative.
[Need to reschedule? Transfer to project manager] [No need to reschedule? Continue with script]
Ok! We will see you _______ (day of the week). Thank you and have a great day!
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1.50 Draft Initial Contract Phase Table
50
1.51 Initial Contract Ideas

Items Included

Delay Disclaimer Website Overview Price Breakdown Down payment and Installments Rights to Retain HTML Code Maintenance Contract Content limitations Date of completion Search Engine Optimization (SEO) Social media management E-commerce Rights to use website for advertisement
Delivery
Digital copy of html code Cloud storage Email Flash Drive Other Publish website
51
1.52 Contract Requirements

Items Included
Price Breakdown
Down Payment Upon completion of each phase Expected date of publication Delay Disclaimer Website Overview Determining Content Content limitations Retain Rights to code and content For advertising purposes
Delivery
Publish website
52
1.53 Contract Checklist

Requirement Price Breakdown Down Payment Phase Installments Publication Date Included
Publication Delay Disclaimer

Content Limitation Overview Advertising Rights Retainer Delivery by Publication
53
1.54 Competition Development Prices

Competitor Honeycutt & Associates, LLC ACA Web Consulting Axcess Web Technologies Premier Consulting and Online Management James I. Harrison Consulting Smith & Smith Online Presence Cramer Advertising Price $4200 $4195 $5020 $3999 $4494 $4250 $4500
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1.55 Draft Initial Contract

This contract specifies that JSH Consulting will design, develop, and maintain a website for the client, ________________. The client will pay a total of $______. The payment will be in two parts: $500 upon the signing of this contract; the remaining $________ to be paid upon publication of the website. The client will determine the content of the website, including pictures, links, subject matter, and length. The website will be published on or before _________ (date).
This document is a legally binding contract and is effective immediately upon signing by both parties. By signing this document you agree that you have read, understood, and agree to the above stated contract.
X_________________
Client
Date: ______
X_________________
JSH Project Manager
Date: ______
55
1.56 Initial Contract

This contract documents the mutual and legally binding agreement between JSH Consulting and ________ (client). JSH Consulting will design, create, and publish a website for the client. In return, the client will pay a total of $____________ to JSH Consulting. The payment will be in four parts. $500 is due by the client upon the signing of this contract by both parties; the remaining installments shall become due upon the completion of each phase. $_______ due upon the completion of the research phase, $_________ due upon the completion of the produce phase, and $__________ due at the time of delivery (publication) of the final website. A phase will be deemed completed when both parties have signed a written document expressing their mutual understanding and agreement that the phase has been completed. The client will work with JSH Project Manager ____________ (project manager) to determine and create the content of the website including pictures, links, subject matter, and length. JSH Consulting reserves the right to limit and control content deemed inappropriate by the project manager such as but not limited to: hate speech, slander/libel, content in violation of the rights of non-involved parties, and any content that is illegal, poses a threat to the general public, or damaging to the reputation of JSH Consulting. The website will be published on or before __________________ (date). Any delay in the publication of the clients website caused directly and solely by the client will release JSH Consulting from its promise to publish the website by this date and extend the publication date a reasonable amount of time to account for the clients delay. Upon delivery, JSH Consulting retains the right to use the clients website for advertising purposes. This right shall be limited specifically to the mention of JSH Consulting as the designer/developer on the clients webpage, a link from the clients webpage to JSH Consultings website, links to/screenshots of/mention of clients website on JSH Consultings website as examples of previous JSH products. By signing this document, you agree that you have read, understood, and agree to the above contract.
___________________ (client)
___________________ (project manager)
Date: __________
Date: __________
56
1.60 Client Feedback Form For Contract
57
1.60 Client Feedback Form for Contract

Contract Section Client Feedback
58
1.61 Revised Initial Contract

This contract documents the mutual and legally binding agreement between JSH Consulting and ________ (client). JSH Consulting will design, create, and publish a website for the client. In return, the client will pay a total of $____________ to JSH Consulting. The payment will be in four parts. $500 is due by the client upon the signing of this contract by both parties; the remaining installments shall become due upon the completion of each phase. $_______ due upon the completion of the research phase, $_________ due upon the completion of the produce phase, and $__________ due at the time of delivery of the final website. A phase will be deemed completed when both parties have signed a written document expressing their mutual understanding and agreement that the phase has been completed. The client will work with JSH Project Manager ____________ (project manager) to determine and create the content of the website including pictures, links, subject matter, and length. JSH Consulting reserves the right to limit and control content deemed inappropriate by the project manager such as but not limited to: hate speech, slander/libel, content in violation of the rights of non-involved parties, and any content that is illegal, poses a threat to the general public, or damaging to the reputation of JSH Consulting. The website will be published on or before __________________ (date). Any delay in the publication of the clients website caused directly and solely by the client will release JSH Consulting from its promise to publish the website by this date and extend the publication date a reasonable amount of time to account for the clients delay. Upon delivery, JSH Consulting retains the right to use the clients website for advertising purposes. This right shall be limited specifically to the mention of JSH Consulting as the designer/developer on the clients webpage, a link from the clients webpage to JSH Consultings website, links to/screenshots of/mention of clients website on JSH Consultings website as examples of previous JSH products. By signing this document, you agree that you have read, understood, and agree to the above contract.
___________________ (client)
___________________ (project manager)
Date: __________
Date: __________
59
1.62 Signed Initial Contract

This contract documents the mutual and legally binding agreement between JSH Consulting and ________ (client). JSH Consulting will design, create, and publish a website for the client. In return, the client will pay a total of $____________ to JSH Consulting. The payment will be in four parts. $500 is due by the client upon the signing of this contract by both parties; the remaining installments shall become due upon the completion of each phase. $_______ due upon the completion of the research phase, $_________ due upon the completion of the produce phase, and $__________ due at the time of delivery of the final website. A phase will be deemed completed when both parties have signed a written document expressing their mutual understanding and agreement that the phase has been completed. The client will work with JSH Project Manager ____________ (project manager) to determine and create the content of the website including pictures, links, subject matter, and length. JSH Consulting reserves the right to limit and control content deemed inappropriate by the project manager such as but not limited to: hate speech, slander/libel, content in violation of the rights of non-involved parties, and any content that is illegal, poses a threat to the general public, or damaging to the reputation of JSH Consulting. The website will be published on or before __________________ (date). Any delay in the publication of the clients website caused directly and solely by the client will release JSH Consulting from its promise to publish the website by this date and extend the publication date a reasonable amount of time to account for the clients delay. Upon delivery, JSH Consulting retains the right to use the clients website for advertising purposes. This right shall be limited specifically to the mention of JSH Consulting as the designer/developer on the clients webpage, a link from the clients webpage to JSH Consultings website, links to/screenshots of/mention of clients website on JSH Consultings website as examples of previous JSH products. By signing this document, you agree that you have read, understood, and agree to the above contract.
___________________ (client)
___________________ (project manager)
Date: __________
Date: __________
60
1.70 Sell Requirements Traceability Matrix

Sell High Level Requirements
Product Level Requirements
61
1.81 Sell Executive Summary Contract

As a JSH Consulting Project Manager, I ___________ confirm that all steps through the sell phase have been completed and recommend continuance into the research phase of this project. JSH Consulting has developed and delivered a contract to produce a website for _________________ (client) based on mutually agreed upon requirements for compensation. JSH Consulting suggests continuing into the Research phase so we may begin gathering specifications and requirements to produce the clients website. By signing this form _________ (project manager) acknowledges agreement that the sell phase has been completed and all contractual obligations have been met. Furthermore, you (client) authorize JSH Consulting to proceed into the Research phase of website development. _______________ (client) Date: ___________
_______________ (project manager) Date: ___________
62 2.0 Research Phase Table
2.90 Research Executive Summary

A phase executive summary should begin with We recommend that [your client] proceed into the [next phase] of [your project]
The rest of the document should summarize what was done in this phase (specifically what was delivered) and then briefly outline what will begin when the next phase is initiated (such as beginning the research phase of the project will allow us to begin gathering specifications and requirements to produce the clients website.)
63
Write out a standard 3 paragraph executive summary for the sell phase of your project.
64
GOAL
To determine client preferences in order to determine website requirements
Customer
VALUE
By determining the clients needs and preferences, project managers will be able to create a customized website to exceed clients expectations
Client, JSH Consulting
Product Client Specifications
Produce Create questionnaire for client to acquire general website specifications and content Sell Present questionnaire to client to prepare client for initial meeting Deliver Obtain completed questionnaire from client Service Meet with client to discuss general website content and specifications Research Explore website possibilities, compatibility, and specifications gathered from questionnaire and meeting
Data
Previous JSH Websites, Staff Meetings, Client Feedback, HTML Editor Review Process
People
Project Manager, Staff, Client
Technology
Internet, Microsoft Office Suite
2.10 Research Work Centered Analysis Narrative

Goal To determine client preferences in order to determine website requirements Value By determining the clients needs and preferences, project managers will be able to create a customized website to exceed clients expectations Customer Client, JSH Consulting Product Client Specifications Produce Create questionnaire for client to acquire website specifications and content Sell Present questionnaire to client to prepare client for initial meeting Deliver Obtain completed questionnaire from client Service Meet with client to discuss general website content and specifications Research Explore website possibilities, compatibility, and specifications gathered from questionnaire and meeting Data Previous JSH Websites, Staff Meetings, Client Feedback, HTML Editor Review Process People Project Manager, Staff and Client Technology Internet and Microsoft Office Suite
65
2.10 Research Value Chain Work Product

Produce Questionnaire
66
Sell
Presented Questionnaire
Value Added
By determining the clients needs and preferences, project managers will be able to create a customized website to exceed clients expectations
Deliver
Completed Questionnaire
Service
Client Meeting
Research
Website Possibilities
67
2.10 Research Value Chain Narrative

Value By determining the clients needs and preferences, project managers will be able to create a customized website to exceed clients expectations Produce Questionnaire Sell Presented Questionnaire Deliver Completed Questionnaire
Service Client Meeting

Research Website Possibilities
68
2.20 Meeting Request Form

The project manager from JSH Consulting ____________ is requesting a meeting with ________________ (client) in order to discuss clients objectives and goals for creating a website. During the meeting, the client and project manager will discuss website requirements, purpose, and completion deadline. Designated Meeting Time and Date: ___________
Designated Meeting Place: ____________

By signing this contract you acknowledge that you have read, understood, and agree to stated requirements of this contract. _____________ (Client) Date: ________
_____________ (Project Manager) Date: ________
69
2.30 Client Website Questionnaire

What will the purpose of your website be? ______________________________________________________ How many pages do you believe your website will need to utilize and what will they contain? ______________________________________________________ ______________________________________________________ ______________________________________________________ What domain names (website addresses) appeal to you? (Please list several choices in case your first choice is unavailable) ______________________________________________________ ______________________________________________________
What would you like the title of your website to be? ______________________________________________________
Will your website need a password? Yes No
Please list any links you would like to include: ______________________________________________________ ______________________________________________________ Additional Comments: ____________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________
70
2.40 Meeting Confirmation Email

Dear _____________ (client): I would like to confirm our scheduled meeting on _________ (date) at ______ (time, am pm). The purpose of this meeting will be to discuss the purpose and goal of your website, what you envision, establish your website needs and wants, and discuss other information regarding your website in order for me and my staff to begin work on your website. In order to facilitate the discussion process, please look over and complete the attached questionnaire. We will discuss the form in detail at our meeting so if any questions arise you can ask them then or give me a call at __________ (phone number). I look forward to meeting with you. ______________ (Project Manager)
Attachments: Client Questionnaire.pdf
71
2.50 Initial Client Meeting
72
2.50 Initial Client Meeting Agenda

1) Review questionnaire with client
1) Is everything filled out? 2) Do you understand what the client has
written? 3) Does the client have any questions? 4) Are there any foreseeable issues with the clients specifications? Discuss.
2) Fill out meeting summary sheet 3) Explain meeting summary sheet to

client
4) Sign and date completed meeting

summary sheet
73
2.51 Meeting Summary Sheet
Client: _________________________
Website Goal:____________________________________________________
Website Value:___________________________________________________ Website Title: ___________________ Target Audience: __________________ Potential domain names: ___________________________________________ _______________________________________________________________ Estimated # of pages and summary of content: _________________________ _______________________________________________________________ _______________________________________________________________ Desired Links: ___________________________________________________ _______________________________________________________________ _______________________________________________________________ Password-protected? Yes No
Additional Comments: _____________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ This document contains an outline of the website requirements discussed between _________ (client) and _________ (project manager) during the initial consultation. X _______________________________ (client) X _______________________________ (project manager) Date: _________ Date: _________
74
2.52 Website Specifications

Requested Reviewed Implemented
75

Requirements Implementation Ideas
76
2.60 Gather ideas from questionnaire table
77
2.61 Client Specifics

Specific Item Need/Want Importance
78
2.62 Client Needs

Need Requirement
79
2.63 Client Wants

Want Requirement
80
2.64 Client Specifications

Specification Implement?
81

Requirements List
82
2.66 Website Ideas

Website Ideas 1. Put Idea Here
2. Put idea here
3. Put idea here
4. Put idea here
5. Put idea here
83
2.70 Research HTML Editors
84
2.71 Website Hosting Comparisons

Rank Web Host Price per Month $1.99 $2.25 $0.50 $0.99 $3.95 $3.96 $1.99 $3.15 $1.95 $1.99 Storage Space Unlimited Unlimited 300GB Unlimited Unlimited Unlimited 100GB Unlimited Unlimited 100GB 1 2 3 4 5 6 7 8 9 10 iPage justhost.com web.com network solutions bluehost Host Gator 1&1 FatCow hub GoDaddy
85
2.72 List of Possible Editors

Google Sites Weebly Dreamweaver Expression Web KompoZer First Page SeaMonkey Fusion WordPress
86
2.73 Website Editor Reviews

Editor Google Sites Weebly Overall Comments Bland design, little customization Drag and drop elements, customizable themes, hosting option, mobile design option Pricey, fluid grid layout, development of new features seems to be stagnating Pricey, but not as expensive as Dreamweaver, lacks support for mobile web building Integrates WYSIWYG and FTP, virtually any operating system Customizable themes, but limited edits, editing coding is tricky, not quite WYSIWYG, storage for media is limited without upgrade
Dreamweaver
Expression Web
KompoZer
WordPress
87
2.74 Desirable Website Editor Features

WYSIWYG (What You See Is What You
Get)
Drag and Drop Design/Placement Code Editor Mobile Optimization
Hosting
Customizable Templates
88
2.75 Initial Website Editor Ranking

1. Weebly 2. Expression Web 3. Dreamweaver 4. KompoZer 5. WordPress 6. Google Sites
89
2.76 Final Website Editor Ranking

1. Weebly Overall Best 2. KompoZer Close Second 3. WordPress Okay, but not ideal 4. Expression Web Cost Prohibitive 5. Dreamweaver Cost Prohibitive 6. Google Sites Very unimpressive
90
2.80 Research RTM Update

Sell
High Level Requirements
Research
91
2.90 Research Executive Summary Contract

As a JSH Consulting Project Manager, I _______________ confirm that all steps through the research phase have been completed and recommend continuance into the produce phase of this project. JSH Consulting has developed and delivered website requirements for _________________ (client) based on discussion, meetings, and questionnaires with aforementioned client. JSH Consulting suggests continuing into the produce phase in order to begin development of a prototype website. By signing this form the project manager agrees that the research phase has been completed and all contractual obligations have been met. Furthermore, the client authorizes JSH Consulting to proceed into the produce phase of website development.
X_________________ (Client)
Date: ______
X_________________ (Project Manager) Date: ______
92
3.0 Produce Phase Table
93
3.90 Produce Executive Summary

Write out a standard 3 paragraph executive summary for the produce phase of your project. A phase executive summary should begin with We recommend that [your client] proceed into the [next phase] of [your project] The rest of the document should summarize what was done in this phase (specifically what was delivered) and then briefly outline what will begin when the next phase is initiated (such as beginning the research phase of the project will allow us to begin gathering specifications and requirements to produce the clients website.)
94
GOAL
To develop client's requirements into a working website prototype to be evaluated
Customer
VALUE
By developing the clients requirements into a prototype, project managers will be able to assess progress towards clients expectations
JSH Consulting and client
Product Website Prototype
Research Review specifications of the clients website Produce Develop wireframe and sitemap of the website based on clients specifications Sell Introduce wireframe and sitemap of website to client for analysis Deliver Present working prototype to the client Service Update website prototype according to client feedback
Data
Previous JSH Websites, Staff Meetings, Client Feedback, HTML Editor Review Process
People
Technology
Internet, Microsoft Office Suite, Weebly
95 3.10 Produce Work Centered Analysis Narrative

Goal To develop client's requirements into a working website prototype to be evaluated Value By developing the clients requirements into a prototype, project managers will be able to assess progress towards clients expectations Customer JSH Consulting and client Product Website Prototype Research Review specifications of the clients website Produce Develop wireframe and sitemap of the website based on clients specifications Sell Introduce wireframe and sitemap of website to client for analysis Deliver Present working prototype to the client Service Update website prototype according to client feedback Data Previous JSH Websites, Staff Meetings, Client Feedback, HTML Editor Review Process People Project Manager, Staff, and Client Technology Internet, Microsoft Office Suite, and Weebly
3.10 Produce Value Chain Work Product

Research Specifications
96
Produce
Value Added
Sitemap
Sell
Presentation to client
Deliver
Website Prototype
By developing the clients requirements into a prototype, project managers will be able to assess progress towards clients expectations
Service
Updated Website Prototype
97
3.10 Produce Value Chain Narrative

Value By developing the clients requirements into a prototype, project managers will be able to assess progress towards clients expectations Research Review specifications of the clients website Produce Develop wireframe and sitemap of the website based on clients specifications Sell Introduce wireframe and sitemap of website to client for analysis Deliver Present working prototype to the client Service Update website prototype according to client feedback
3.20 Site Map Template
98
Index Homepage
External Link
99 3.20 Site Map Template Narrative

This site map shows the most basic website you can have with only one web page. Client site maps are most likely to change depending on the requirements of the client. Every client of JSH Consulting will have an external link connecting them to the JSH website.
3.30 Website Wireframe Template
100
101
3.30 Create Website Wireframe
3.31 Client Requirements Review

Requirements List
102
103
3.32 Requirements Checklist
Requirements List Transferred to Wireframe
104
3.33 Completed Checklist
105
3.340 Produce Draft Wireframe
106
3.341 Wireframe Framework
107
3.342 Wireframe Ideas
Website URL Section to be Included Include in Wireframe ?
108
3.343 Wireframe Rough Draft
3.344 Draft Website Wireframe
109
110
3.35 Website Wireframe Template
111
3.36 Website Wireframe Template Narrative
The website wireframe template is just a template for the methodology and will not be the same for all of JSHs clients. Every wireframe should include the most basic layout of the clients website. Drafts should be made as it is updated.
112
3.40 Meeting Request

The project manager from JSH Consulting __________________________(Project Manager) is requesting a meeting with ____________________________(client) in order to review the outline and wireframe for clients website. During the review the client and project manager will discuss requirements, purpose, and a deadline for completion of this website. Designated Meeting Time & Date: _________________
Designated Meeting Place: ______________________
By signing this contract you are acknowledging that you have read and understood the above stated requirements of this contract: X_____________________ Date:________________
X_____________________
Date:________________
113
3.50 Client Feedback

Website Section Client Feedback
114
3.60 Website Prototype
Screenshots of prototype
115
3.70 Use Feedback for Revisions
116
3.71 Revision Ideas
1. Put Ideas here
3.72 Revised Wireframe
117
118
3.73 Revised Requirements
Requirements List
119
3.74 Website Prototype
Screenshots of prototype
120
3.75 Prototype Sign-off
This contract states that ______________________ (the Client) agrees that the website created for them by JSH Consulting meets standard requirements previously set forth by the Client. By signing this, the Client is giving permission to JSH Consulting to revise the website stated above and continue toward implementation.
_________________ (Client)
Date: ________
_________________ (Project Manager) Date: ________
I, _________________ (the Client), agree that the website created for me by JSH Consulting has met expectations and specifications given to date. By signing this I agree to move on to the revision phase of this process.
_________________ (Client)
Date: ________
_________________ (Project Manager) Date: ________
121
3.80 Produce RTM Update

Sell
Research
Produce
3.91 Produce Executive Summary Contract

As JSH Consulting Project Manager, I ______________ confirm that all steps through the produce phase have been completed and recommend continuance into the deliver phase of this project. JSH Consulting has developed and delivered a prototype website for ________________________ (client) based on research and requirements developed in conjunction with said client. JSH Consulting suggests continuing into the deliver phase so we may begin revision and publication of the clients website. By signing this form you acknowledge agreement that the produce phase has been completed and all contractual obligations have been met. Furthermore, you (client) authorize JSH Consulting to proceed into the deliver phase of website development.
122
X___________________________ Client
Date:
X___________________________
Date:
JSH Consulting Project Manager
123
4.0 Deliver Phase Table
124
4.70 Deliver Executive Summary

Write out a standard 3 paragraph executive summary for the deliver phase of your project. A phase executive summary should begin with We recommend that [your client] proceed into the [next phase] of [your project] The rest of the document should summarize what was done in this phase (specifically what was delivered) and then briefly outline what will begin when the next phase is initiated (such as beginning the research phase of the project will allow us to begin gathering specifications and requirements to produce the clients website.)
125
GOAL
To construct
Customer
VALUE
By constructing and publishing a quality website, the clients requirements are fulfilled and the contract is satisfied
and publish client's website according to requirements
Product Published Website
Research Review client feedback based off the prototype Produce Revise prototype based on clients specifications Sell Present website to client for approval Deliver Transfer website to customer Service Review and publish website
Data
Previous JSH Websites, Staff Meetings, Client Feedback, Website checklist
People
Technology
126
4.10 Deliver Work Centered Analysis Narrative

Goal To construct and publish client's website according to requirements
Value By constructing and publishing a quality website, the clients requirements are fulfilled and the contract is satisfied Customer JSH Consulting and client Product Published Website
Research Review client feedback based off the prototype Produce Revise prototype based on clients specifications Sell Present website to client for approval Deliver Transfer website to customer
Service Review and publish website

Data Previous JSH Websites, Staff Meetings, Client Feedback, Website checklist People Project Manager, Staff, and Client Technology Internet, Microsoft Office Suite, and Weebly
4.10 Deliver Value Chain Work Product

Research Client Feedback
127
Produce
Revised Prototype
Value Added
By constructing and publishing a quality website, the clients requirements are fulfilled and the contract is satisfied
Sell
Website Revision
Deliver
Website
Service
Published Website
128
4.10 Deliver Value Chain Narrative

Value By constructing and publishing a quality website, the clients requirements are fulfilled and the contract is satisfied
Research Client Feedback

Produce Revised Prototype Sell Website Revision Deliver Website Service Published Website
129
4.20 Initial Website Checklist
Website Section Requirement Complete
URL Title Password Editor email Purpose # of pages Font & point size Colors External Links Paragraph Title Columns Contact Form Multimedia Images
4.30 Completed Initial Website 130 Checklist

Website Section Requirement Complete
URL Title Password Editor email Purpose # of pages Font & point size Colors External Links Paragraph Title Columns Contact Form Multimedia Images
131
4.40 Review Website
132

The project manager from JSH Consulting _________________________ (Project Manager) is requesting a meeting with __________________________ (client) in order to review final website. During the review the client and project manager will discuss any last minute revisions or changes and ensure website is ready for publication. Designated Meeting Time & Date: _________________
Designated Meeting Place: _____________________
By signing this contract you are acknowledging that you have read and understood the above stated requirements of this contract: X_____________________ Client X_____________________ Project Manager Date:________________
Date:________________
133
4.42 Revised Requirements
Requirements List
4.43 Completed Revised Website Checklist

Website Section URL Title Password Editor email Purpose # of pages Font & point size Colors External Links Paragraph Title Columns Contact Form Multimedia Images Requirement
134
Complete
135
4.44 Website Checklist Signoff
Signatures below confirm that the website requirements stated above should be included in the website.
______________________ JSH Project Manager
____________________ Date
______________________ Client
_____________________ Date
4.45 Client Changes Requested
136
The following additions/revisions for __________________ (client) are as follows: _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ Signatures below confirm that clients website meets requirements stated in the contract with the exception of any changes stated above. All requested changes within the scope of the contract will be added in good faith before publication. _____________________ JSH Project Manager _____________________ JSH Staff _____________________ Client ____________ Date ____________ Date ____________ Date
137
4.50 Final Published Website
Include screen shots of the website as published.
138
4.60 Deliver RTM Update

Sell Research Produce
Deliver
High Level High Level Requirements Requirements
Product Level Product Level Requirements Requirements
139
4.71 Deliver Executive Summary Contract
As JSH Consulting Project Manager, I ________ _________ confirm that all steps through the deliver phase have been completed and recommend continuance into the service phase of this project.
JSH Consulting has completed and published a website for ________________________ (client) based on requirements and prototypes developed in conjunction with said client. JSH Consulting suggests continuing into the service phase so we may begin maintenance of the clients website.
By signing this form you acknowledge agreement that the deliver phase has been completed and all contractual obligations have been met. Furthermore, you (client) authorize JSH Consulting to proceed into the service phase of website development.
X___________________________ Client
Date:
X___________________________ JSH Consulting Project Manager
Date:
140
5.0 Service Phase Table
5.80 Service Executive Summary
141
Write out a standard 3 paragraph executive summary for the service phase of your project. A phase executive summary should begin with We recommend that [your client] proceed into the [next phase] of [your project] The rest of the document should summarize what was done in this phase (specifically what was delivered) and then briefly outline what will begin when the next phase is initiated (such as beginning the research phase of the project will allow us to begin gathering specifications and requirements to produce the clients website.)
142
GOAL
To provide
Customer
VALUE
By providing maintenance and updates for the clients website, we can ensure continued customer satisfaction and loyalty while benefiting the reputation of JSH
maintenance and updates for client website
Product
Maintenance and Updates for Website
Research Review maintenance and update process with client Produce Provide maintenance and update forms Sell Present client request forms to project manager Deliver Construct maintenance/update task list and schedule Service Revise website for client in a timely manner
Data
Client Feedback, task list and schedule
People
Technology
143
5.10 Service Work Centered Analysis Narrative

Goal To provide maintenance and updates for client website Value By providing maintenance and updates for the clients website, we can ensure continued customer satisfaction and loyalty while benefiting the reputation of JSH Customer JSH Consulting and client Product Maintenance and Updates for Website Research Review maintenance and update process with client Produce Provide maintenance and update forms Sell Present client request forms to project manager Deliver Construct maintenance/update task list and schedule Service Revise website for client in a timely manner Data Client feedback, task list, and schedule People Project Manager, Staff, and Client Technology Internet, Microsoft Office Suite, and Weebly
5.10 Service Value Chain Work Product

Research Maintenance and Update Process Maintenance and Updates forms
144
Produce
Value Added
By providing maintenance and updates for the clients website, we can ensure continued customer satisfaction and loyalty while benefiting the reputation of JSH
Sell
Maintenance and Update requests
Deliver
Task list and schedule
Service
Revised Website
145
5.10 Service Value Chain Narrative

Value By providing maintenance and updates for the clients website, we can ensure continued customer satisfaction and loyalty while benefiting the reputation of JSH
Research Review maintenance and update process with client Produce Provide maintenance and update forms Sell Present client request forms to project manager Deliver Construct maintenance/update task list and schedule Service Revise website for client in a timely manner
146

The project manager from JSH Consulting _____________________ (Project Manager) is requesting a meeting with ___________________________ (client) in order to review the website service agreement. During the review the client and project manager will discuss requesting revisions or changes and ensure website is ready for publication. Designated Meeting Time & Date: ________________
Designated Meeting Place: ______________________
By signing this contract you are acknowledging that you have read and understood the above stated requirements of this contract: X_____________________ Client X_____________________ Project Manager Date:________________
Date:________________
147 5.35 Maintenance Contract

This contract specifies how JSH Consulting will maintain clients website in accordance with the initial website contract signed by client. The Client will pay a total of $1200 for JSH to maintain clients website for 1 year and will be renewable at the clients discretion. Date Service begins: __________ Date Service Ends: ___________ JSH Consulting will provide request forms to client in order to request revisions and maintenance to clients website. These forms must be utilized in order to request changes . Maintenance will be conducted under this contract until expiration or expiration of renewals. This contract is legally binding to both parties and is effective immediately upon signing. By signing this document you affirm that you have read, understood, and agreed to the above contract. X____________________________ Client X____________________________ JSH Project Manager Date: _________
Date: _________
148
5.30 Continue Maintenance Process
5.31 Review Maintenance Process

Maintenance Needed
149
Maintenance Request Form
Maintenance Requests
Update Website
Client Signoff
Updated Website
5.32 Review Revision Process

Revision Needed
150
Revision Request Form
Revision Requests
Revise Website
Client Signoff
Revised Website
151
5.33 Maintenance Request Form
Maintenance Requested Description
Complete
152
5.34 Revision Request Form
Revisions Requested Description
Complete
153 5.35 Maintenance Contract

Date: _________
5.35 Signed Maintenance Contract
154
Date: _________
155
5.40 Maintenance Request Form
Complete
156
5.50 Revision Request Form
Complete
157
5.66 Revised Website
Screenshot placeholder
158
5.60 Revise Website for Client
159
5.61 Maintenance Requests
Complete
160
5.62 Revision Requests
Complete
161
5.63 Website Changes Checklist
Website Section URL Title Password Editor email Purpose # of pages Font & point size Colors External Links Paragraph Title Columns Contact Form Multimedia Images Revision/Maintenance
Complete
5.64 Client Changes Requested

The following additions/revisions for ____________________ are as follows:
162
________________________________________________ ________________________________________________ ________________________________________________ ________________________________________________ ________________ Signatures below confirm that clients website meets requirements stated in the maintenance contract. All requested changes within the scope of the maintenance contract must be reviewed and signed off on by the client. _________________________ JSH Project Manager _________________________ JSH Staff _________________________ Client ____________ Date _____________ Date _____________ Date
5.65 Completed Changes 163 Checklist

Website Section URL Title Revision/Maintenance
Complete
Password
Editor email Purpose # of pages Font & point size Colors External Links Paragraph Title Columns Contact Form Multimedia Images
164
5.66 Revised Website
Screenshot placeholder
5.70 Service RTM Update

Sell
165
Service
Research
Produce
Deliver
5.81 Service Executive Summary Contract
166
As JSH Consulting Project Manager, I _____________ confirm that all steps through the service phase have been completed.
JSH Consulting has provided ____________________ (client) with a service agreement along with the necessary paperwork and processes to request maintenance for clients website. JSH Consulting will continue to maintain and revise clients website as long as it is contractually obligated to do so.
By signing this form you acknowledge agreement that the service phase has been completed and all obligations under our contract have been met. ________________________ Client ________________________ Project Manager __________ Date __________ Date
167 5.90 Client Satisfaction
Survey
Name:____________________ 1= Very Dissatisfied 10= Very Satisfied
1. How satisfied were you with your final web design?

1 2 3 4 5 6 7 8 9 10
2. How likely are you to purchase more services from

JSH Consulting?
1 2 3 4 5 6 7 8 9 10
3. How likely are you to refer JSH Consulting to another

friend or business?
1 2 3 4 5 6 7 8 9 10
4. How satisfied were you with the level of

communication during the design process?
1 2 3 4 5 6 7 8 9 10
5. How satisfied are you with the value of your website,

in terms of dollars spent?
1 2 3 4 5 6 7 8 9 10
6. Additional Comments: ____________________

______________________________________ ______________________________________ ______________________________________ ______________________________________
5.91 Client Project Manager Survey

Name:____________________
168
1= Very Dissatisfied
Project Manager:________________ 10= Very Satisfied
1. How satisfied were with the technical

skills/knowledge of the Project Manager?
1 2 3 4 5 6 7 8 9 10
2. How satisfied were you with the communication

between the Project Manager and you?
1 2 3 4 5 6 7 8 9 10
3. Did you feel as though the Project Manager valued

your time and business?
1 2 3 4 5 6 7 8 9 10
4. Did the Project Manager complete the website

on time?
Yes No
5. Additional Comments/Recommendations:
______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________
169
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Final Project 2 Methodology Submitted

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JSH Consulting

By: Jennifer Lee Scott Waterhouse Hampton Hook

Our major content revisions and

Added new payment schedule to adhere to the real

Added a delay disclaimer to create a more flexible

We revised the contract to remove mention of

1.2 Assigned Roles for Project

1.30 Request Initial Client Meeting

1.34 Initial Consultation Request

1.33 Draft Initial Consultation Request 1.34 Initial Consultation Request

1.35 Signed Initial Consultation Request

1.51 Initial Contract Ideas

1.56 Initial Contract

2.4 Meeting Confirmation Email

2.53 Client Requirements

2.64 Client Specifications

84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106

3.342 Wireframe Ideas 3.343 Wireframe Rough Draft

5.81 Service Executive Summary Contract

Binder 2 will document how the methodology was

We followed the example methodology and put

Scott Waterhouse Hampton Hook Jennifer Lee

Fixed (Long-Term) Assets

Deferred income tax Other Total Other Assets

Liabilities and Owner's Equity

3,192 5,781 7,706 87,908 104,587

2,465 7,976 7,978 66,407 84,826

Long-term debt Other

244,070 2,176 246,246

257,351 2,006 259,357

Owner's investment Retained earnings Other Total owner's equity

Balance Sheet Narrative

We determined that our consulting firm

The numbers we came up with were

Make sure to have your client sign off after each

Once you determine a date for completion make sure

Be sure to communicate with the client to ensure

If you work over forty hours be sure to mark the hours

Everyday record the time you spend working on your

Staff Meeting Agenda

1. Discuss the tasks completed last week and look

2. Brainstorming Ideas 3. Discuss styles such as fonts, colors, and possible

4. Discuss Clients needs and how we will implement

5. Identify possible problems that may occur during the

Overall Executive Summary

Use WCAs and Value chains to help

Every client will have a different

Client Value Chain

Site Visitors Value Chain

Extended Enterprise Narrative

Client, JSH Consulting

Product Completed Website

Maintenance and Updates

Overall Value Chain Narrative

1.80 Sell Executive Summary

JSH Consulting Project Managers and Client

1.10 Sell Work Centered Analysis Narrative

1.10 Sell Value Chain Narrative

1.20 Assigned Roles for Project

1.30 Request Initial Client Meeting

1.30 Initial Consultation Request

1.31 Initial Consultation Request Form Ideas

1.32 Initial Consultation Request Form Best Ideas

X___________ Date: X_ Date:______

_____ (project manager) Date: _

_____ (Project Manager) Date:

X___________ (Project Manager) Date: