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Website Strategy + Planning Guide
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Website Strategy + Planning Guide - New Moon Creative

May 05, 2023

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Page 1: Website Strategy + Planning Guide - New Moon Creative

A comprehensive checklist tocreate an aligned website

Website Strategy +Planning Guide

© LESL IE TAGORDA 2020

#WEBSITESHAME TO #WEBSITEPR IDE

Page 2: Website Strategy + Planning Guide - New Moon Creative

WEBSITE PLANNING & REFRESH GUIDE

PAGE | 02

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"

Page 3: Website Strategy + Planning Guide - New Moon Creative

PAGE | 03

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

Page 4: Website Strategy + Planning Guide - New Moon Creative

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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

Page 5: Website Strategy + Planning Guide - New Moon Creative

PAGE | 05

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

Page 6: Website Strategy + Planning Guide - New Moon Creative

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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

Page 7: Website Strategy + Planning Guide - New Moon Creative

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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

Page 8: Website Strategy + Planning Guide - New Moon Creative

PAGE | 08

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

Page 9: Website Strategy + Planning Guide - New Moon Creative

PAGE | 09

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

Page 10: Website Strategy + Planning Guide - New Moon Creative

PAGE | 10

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

Page 11: Website Strategy + Planning Guide - New Moon Creative

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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

Page 12: Website Strategy + Planning Guide - New Moon Creative

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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.

Page 13: Website Strategy + Planning Guide - New Moon Creative

PAGE | 13

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

Page 14: Website Strategy + Planning Guide - New Moon Creative

PAGE | 14

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