Website Strategy + Planning Guide
A comprehensive checklist tocreate an aligned website
Website Strategy +Planning Guide
© LESL IE TAGORDA 2020
#WEBSITESHAME TO #WEBSITEPR IDE
WEBSITE PLANNING & REFRESH GUIDE
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Before you embark on any journey,
you know your trip will go smoother
if you have your packing list.
This guide is part of the Planning
and Discovery Phase of a web
project and is the most important!
If you don’t have a plan for your
site, you don’t have a viable
project.
Putting the time into this planning
phase will save you tons of time,
money and headache.
MVP, a tech-world term asks what, at
minimum, do you have to have in order to
launch! This helps beat overwhelm by
prioritizing your website features.
MVP = minimum viable product
PHASES OF AWEB PROJECT
1. Plan & Discover*
2. Design
3. Develop
4. Implement
5. Evaluate
6. Launch
7. Tend, maintain, &evolve (back to step 1)
© LESL IE TAGORDA 2020
Your website will continually evolve so get itlaunched with an MVP mindset!
"Perfect is the opposite of done"
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How to use this guide
How to use this guide
Use these checklists to put your thoughts all
into one place. These comprehensive lists
cover almost all aspects of a website. Make
note of what you already have, what you really
need and what would be nice to have.
Items marked
What items do you alreadyhave, need and want?
WEBSITE PLANNING & REFRESH GUIDE
© LESL IE TAGORDA 2020
* Required for all sites
+ Highly recommended for all sites
WARNING: This guide will not be as effective if you don't already have a
strong brand and visual identity
"WEBSITES ARE WINDOWSINTO OUR BRANDS"-LESLIE TAGRODA
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☐ High performing pages / posts
☐ Keywords for those high
performing pieces
☐ High performing social shares
☐ Catalog of all pages and posts
to create redirects
Current Metrics
If you are remodeling or refreshing
an existing website, you have
legacy, a literal history cached by
search engines. Don't throw out the
baby with the bathwater. Know
what keywords and pages are
currently so can keep the things
that were working. AND be sure to
catalog all the URLs of existing
pages and posts so that they will
redirect correctly in the new site so
visitors don’t run into errors of a
page not found.
WEBSITE PLANNING & REFRESH GUIDE
© LESL IE TAGORDA 2020
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Technical Needs☐ Web platform if building on a platform (Shopify, SquareSpace, Wix, etc)
☐ Domain name*
☐ Web hosting* company, if hosting yourself
☐ SSL certificate*+ (mandatory if you’ll be selling stuff and good practice for boosting ranking)
☐ Social media handles (@newmooncreativeco)+
☐ Email marketing (mailchimp, vertical response, constant contact)+
☐ Google Analytics and Search Console+
☐ Email hosting provider (Gsuite, Office360) for branded email addresses
Website Purpose& Goals
☐ Core purpose of website*
☐ Feel of the entire site*
☐ Primary target market*
☐ Needs of primary target market*
☐ Secondary target market
☐ Needs of secondary target market
☐ Monetization goals
☐ Lead or inquiry goals
☐ Social goals
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
Set the intention for your site
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☐ Logo or Visual Brand*
☐ Colors from your brand*
☐ Fonts from your brand*
☐ Layouts you like
☐ Design elements
☐ Photos & art that support
your brand
☐ Headshots
☐ Product or service photos
☐ Working action photos
☐ Lifestyle photos
Design Inspo &Idea Needs
☐ Pinterest boards of design likes
☐ List of competitor websites
☐ Other websites you likes (ok
different industries)
Art, Style &Visual Brand NeedsAll the different visual items you need to create a cohesive look
Get inspired and share your visual desires
EXAMPLE OF A MOODBOARD WITHIMAGES, COLOR, FONTS, ETC.
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
"YOU NEVERGET A SECONDCHANCETO MAKE AFIRSTIMPRESSION."-ANDREW GRANT
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Visibility & Amplification NeedsAll the ways you can gain traffic and optimize your site for search (SEO)
☐ Keywords for which you want to rank (for what does your ideal
customer search for which you want your site to show up?)
☐ Metadata for pages
☐ Lead magnets
☐ Sales funnels
☐ Rich pins (important details for apps, products, recipes & articles)
☐ Google Analytics goals
☐ SEO metrics and reports
☐ Landing pages
☐ Marketing Plan
☐ Tracking tags
☐ Paid advertising
"THE POWER OFVISIBILITY CANNEVER BEUNDERESTIMATED"- MARGARET CHO
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
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Web Copy & Content NeedsAll the types of content you may
need for your site
☐ Home page copy*
☐ Unique Value proposition
☐ Opt in sign up
☐ Benefits
☐ Factoids
☐ About page
☐ Bio or story
☐ Calls to action
☐ Contact page
☐ Products
☐ Offerings/Services
☐ FAQs
☐ Sales pages
☐ Blog Posts
☐ Testimonials
☐ Case studies
☐ Privacy Policy and Terms of Use
☐ Cookies notice if you will use
tracking codes
"YOU CAN’T FIND YOURVOICE IF YOU DON’T USE IT."
- AUSTIN KLEON
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
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HomepageAll the elements you need on your home page
☐ Header with logo and navigation
☐ Hero image (billboard image with your Unique Value Proposition)
☐ An Opt In (with Freebie) for your newsletter
☐ Welcome message
☐ Links to your offerings
☐ Links to recent or popular blog posts (optional)
☐ Contact information - address if you have a physical location
☐ Other __________
Pages You NeedOther key pages you will need
☐ Home page
☐ About page
☐ Work with me/contact page
☐ Services/Offerings/Products
☐ Opt-in landing page
☐ Blog
☐ Sales landing pages
☐ Other __________
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
AN EXAMPLE OF AOPT-IN LANDING PAGE
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Features (out of the box)Possible types of features you maywant on your site
☐ Social media feeds
☐ Social sharing
☐ Portfolios
☐ Photo albums
☐ Video integration
☐ Event calendar
☐ Blogs
☐ Recipe archive
☐ People directory
☐ Email opt in
☐ Search function
☐ Web calculators
☐ MLS integrations (real estate)
☐ CRM integrations (customer
relations management)
☐ Automations
☐ Other integrations __________
☐ Other integrations __________
TIPS ONORGANIZINGPAGES
Decide on anumber of pagesyou need
Decide on whichpages are themost important toyour reader
Decide the pageand siteorganization/architecture
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
"WEBSITES ARE WINDOWSINTO OUR BRANDS"-LESLIE TAGRODA
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Other Features☐ E-commerce
☐ Funnel-shopping cart
☐ Learning management system
Custom Features☐ Development budget
☐ Goal of what you want users to accomplish
☐ User flow and experience
☐ Other specifications
Other Features☐ E-commerce
☐ Funnel-shopping cart
☐ Learning management system
Testing & Eval
Be sure to do all your testing before launch!
☐ Responsive design*
☐ Mobile testing
☐ Tablet testing
☐ Cross browser testing*
☐ Error crawls*
☐ Speed tests*
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
"DESIGN IS HOW YOU MAKE YOUR FIRSTIMPRESSION WITH YOUR CONSUMERS.MAKE SURE IT IS A LASTING ONE. "-JAY SAMIT
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Ongoing MaintenanceHave a plan for ongoing
maintenance. Your website
needs tending. Make a plan for
it. If you don’t want to do it, hire
it out!
☐ Regular updates +
☐ Regular metrics and reporting +
☐ Backups +
☐ Malware scans +
☐ Post and new content scheduling +
☐ Automation maintenance
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
I don’t have to tell you you need a website.And a good website functions a bit differently then it did 3, 5, or 10 years ago.
A good website doesn’t need to have EVERYTHING on it.
A good website shows that your brand is CREDIBLE,
ANTICIPATES & ANSWERS your readers’ questions,
And gets them to take a desired ACTION.
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Where would your business be if youinvested in your website sooner?
If you suffer from #websiteshame
and are ready to transform into
#websitepride we are here to hold
your hand through our strategic
design system and create the
website of your dreams!
A website that you are proud to
share, that clearly and concisely
communicates your business'
offering, and that is perfectly
aligned to your brand.
Transform your website into a tool
for generating interest, inquiries and
buyers!
© LESL IE TAGORDA 2020
WEBSITE PLANNING & REFRESH GUIDE
Contact us for a 30 minute Brand Strategy session where we discuss your
website goals and how we might be able to help you.
Work with usWWW.NEWMOONCREATIVE.CO/WORK-WITH-US
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About Leslie Tagorda
WEBSITE PLANNING & REFRESH GUIDE
Hi I am Leslie Tagorda!
I call myself a brand navigator as I align
visionary business owners to their cosmic
design so they can go from unknown to
shining luminary. As a web and brand
designer, I have helped hundreds of
women owned businesses, nonprofits and
start ups with their brands. And through
the years, I kept seeing the same patterns
of where people get stuck
communicating their true value and vision
of their businesses, keeping them
invisible. It was by recognizing patterns
of self doubt that I was able to create my
AstroBrand™ framework of branding that
uses brand strategy and specific
astrological insight to help brands stop
hiding and become more visible online.
Are you a women business owner interested in how astrology influences
your business? If so, join our free facebook group
The Savvy Luminarywww.facebook.com/groups/TheSavvyLuminary/
Follow us on Instagram, Facebook, YouTube and Pinterest
@NewMoonCreativeCo
© LESL IE TAGORDA 2020