As we begin planning the development of you new website, it is important that we understand how your current site works and what you need and would like to have in the new version.

While we do have some general ideas from our previous discussions, we now need to get more specific and detailed in our understanding of your requirements. We have put together this list of questions for you to think over before we meet to discuss web strategy. We hope this will give you a better idea of the topics we will be covering in our work session, and the type of information we will be looking for.

Specifically, we are interested in how your new website can help you:

Become more efficient in the marketplace
Better serve the needs of site visitors

With this in mind, please answer the following questions:

New Website Functionality Survey

Name

Title

Briefly describe your role & responsibilities:

Target Audience

Who are the most important audiences for the new website?

What do you want each of your target audiences to be able to do on your new website?

What do you want each of these target audiences to see first when they come to the your website?

Functionality

How important are each of the following functions to your area of the your web site? Please explain why and where they are used

Downloadable Information (PDFs)

External URL links

Email links

Mailing List/newsletter forms

Uploading documents, images, etc.

Secure access to pages or functions for registered users

Videos

Forums

Blogs

Podcasts

Online surveys

News feeds

What plug-ins or API’s does your site currently use? Can these be changed, if necessary?

Content

Our assumption at this point is that all content on the current your site will be included on the new site. Is there any content that you think should NOT be carried over?

What new content do you envision needing for the site?

What types of audio/video would you like to see incorporated into the site and where?

Social

How important is social media to your website?

How important are each of the following social media sites to your target audiences use (LinkedIn, Twitter, Facebook, Instagram, etc.)?

Staff Audiences

How can your new website make your staffs jobs easier or more effective? What specific features or functionality would you like to see on the new site to make your job easier?

Do you currently collect data from advisors on the web?
If yes, what type of data and where is it stored?

What data, if any, will you want to collect from visitors when they visit the new site? Why do you want to collect this data? (e.g. collect email addresses for newsletter)

How many your staff members will be adding or updating content to your site? And how often will you be adding or updating content?

Security

How many different levels of privileges will be needed to control access?

How do you currently handle passwords? Are there specific security procedures we should be aware of?

Benchmarking

Please list addresses of websites you like and list the reasons why (specify elements / features you particularly like):

If you are human, leave this field blank.

Vortex Website Functionality Survey