Hello PCs!
I put together a word version of the STWP Process Template from LGED. I figured it would be a great resource for new and old PCs to have in a hard copy, rather than only accessible in LGED.
Here it is: STWP Template – 4.10.14
Any feedback is welcomed 🙂
All, pursuant to knowledge transfer and sharing protocols, all of these files belong in the LGED Files tab, as applicable. Please do not put this information into Google Docs, or DropBox, or keep them on your desktop. From now on this is the correct repository for all things client!
Magical Overview (client history and anything special)
Marketing Analysis
Client Strategy Meeting Notes
Mindmap
Kickoff Form
Photos
Marketing Messages
Login (only domain registrar and Elastic Email, no sensitive passwords!)
1. Client says they need a writer for marketing messages
2. Go to the Writer Google Doc (https://docs.google.com/spreadsheet/ccc?key=0AgV7rpRlNfcSdEx5YVdqU3lxcmg3cGt1SEkwQnhCemc&usp=sharing)
3. Email a writer that has time available
4. If the writer is available, add them to LGED
5. Add them to your project on LGED – look at the video below on how to add people to a project on LGED. Be sure to add correct project permissions (make sure they are create & manage)!
Project Coordinators will need to instruct the developers to create 301 redirects if a page exists on a site, but will be changing its URL.
You must make sure the 301 redirects are done correctly, because if it is not your client could lose thousands of Google views that apply to their search link equity, rendering them essentially starting from scratch, which is quite disastrous from an SEO perspective. You can make a spreadsheet in Excel or a Google doc, or simply list them in LGED. But the essential message must be that there is an OLD URL that will now change to a NEW URL, and the PC (not the developer) is responsible for determining those. There are two main types.
One, the Orenstein model, where the URL is kept, but page names are changed:
OLD: http://www.orensteinsolutions.com/services/teen-psychologist-counseling-therapy/
NEW: http://www.orensteinsolutions.com/teen-counseling/
There is also second type, the Joseph Weiss type, where the URL is completely new:
OLD: http://www.drjosephsweiss.com/contact
Technically speaking, developers must make sure that all redirects from A to B are:
-301: if the redirect is permanent and we want the seo juice from A to be passed to B.
-302: if its something temporal, like when a site is under construction and we want to temporarily redirect all visitor to an Under Construction page.. in this case, the seo juice is retained by A.
A good and free plugin for WordPress: http://wordpress.org/plugins/redirection/
In the google chrome console, make sure to see the following after testing a redirect: http://prntscr.com/2enu5l
a search on “301” under plugins in the dashboard brings up multiple 301 redirect plug ins….fyi.
jane sent this as well: not sure if it somewhere else on the p2 but here is a link about doing this redirect page by page:
http://moz.com/blog/achieving-an-seo-friendly-domain-migration-the-infographic
Standard Getting Started & Training Process
**we have a different process for hiring developers
1. Send Offer Letter
2. Send W-9 Form
3. Set up in Lets Get Er Done Project Management Tool
4. Have Daryl set up Email Address (Forward to their Gmail & show how to send from Gmail with CW id)
5. Set them up in P2 & email with info
6. Add to the STWP members area (if applicable) & email with info
7. Get Skype ID and add to the Group Chat
8. Send Training Videos – Webinars about philosophy of a good website and client base
9. Familiarize with organization of company
10. Overview of Offerings
11. Timekeeping Invoices and Payment Options
In order to add a PC to the STWP customer member’s area, you need to not only add them as a user on Counselingwise but also go into Wishlist Member and add them to the Smart Program level
Ideas from each person on how to improve PC process:
1. Manage client expectations – trying to manage customer service with reality – defining the expectations
2. Better communication – getting it right the first time and understanding – greater visibility on developer process
3. Development standards
4. Time estimates for developer tasks
5. Basic WordPress training
6. Themes – more definition – process for communicating the theme appearance to clients
7. Need testing & qa process before going live
– Smooth go live process that is documented and adhered to
8. Clear client communication regarding hours and cost
– Initially
– Ongoing
9. Process for screening/testing out developers
10. Being more realistic with each task and time
11. Improve photo selection process
12. Remove burden from Becky to free her up for marketing
13. Better communication with client
14. Standard timeline and deadlines for projects – give ourselves and our clients a schedule to go by
– Time estimates for developer tasks
15. Better process for assigning developers to a project
16. Training hub
17. Definition and process for free report
18. Communication with other PCs
19. Training on Mailpoet and Elasticmail
20. Communication between writers and PCs
The Top 5 Issues are:
14. Standard timeline and deadlines for projects – give ourselves and our clients a schedule to go by
– Time estimates for developer tasks
3. Development standards
7. Need testing & qa process before going live
– Smooth go live process that is documented and adhered to
8. Clear client communication regarding hours and cost
– Initially
– Ongoing
16. Training hub
By the end of next week’s meeting (12/12), we need to complete #14:
Sorry, must have been unclear. The top 5 issues are the first 5 that we will tackle. If we can get #1 completed by the end of next week’s meeting (12/12), that will be great.
Also — is 16 about putting all training in one place? I think so, but wanted to make sure!
Thanks!
Becky – so this week we are tackling #14 (which is the top issue for next week)
Yes, #16 is having all training in one place (the P2..Woot!)
Juliette Cook, 
Dave Boylan, and 
Juan Villegas are discussing. 
Becky DeGrossa is discussing. 
Meagan Vitek and
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