Standard Operating Procedure (SOP) for WordPress websites

Medical Technology, Healthcare & Government IT

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Categories
Category Groups
  1. Send a Questionnaire to collect Web Design requirements.
    1. Do you have an existing website? If so, what’s the URL/address?
    2. What are your hours of operation?
    3. What is your office address? Please provide location/branches/directions.
    4. *Please attach photo of your organization if available
    5. What is your phone number? Please include after hours number if different
    6. What is your fax number?
    7. *Please provide email addresses
    8. What are the names and bios of the Executive Members?
    9. *Please attach members head shots if you have them
    10. Do you have a logo that you’d like us to incorporate on the website? If yes, please attach to the email.
    11. *Please provide basic contents for the website –
      Welcome statement, brief introduction of organization, history/profile, vision, mission, goals, philosophy, images/graphics, any additional pages for clients, promos, or any additional information you want to publish over the Web.
    12. What services and/or specialties do you offer?
      Please provide a brief introduction, list of services and/or specialties with Description and pricing (if available), promotions (if any), images/graphics.
    13. Do you have a insurance or financial policy you’d like listed on your website?
    14. Do you have any other policies and procedures you’d like listed on your website?
    15. Do have any forms you’d like made available on your website? If so, please attach to the email.
    16. Are there other special resources or services you’d like listed, linked or displayed on your website? If so, what are those resources?
    17. Do you have other special requests for the website?
  2. Identify the Customer
    1. Generally there would be three types of Customers and we have to cater each of them differently.
      • Customers who do not have a website
      • Customers who have a website but is looking for a revamp
      • Customers who have a website and is just looking to add social media marketing capabilities.
  3. Registering a Domain Name, if the client does not have one.
    1. Provide/Collect three choices for the domain names.
    2. The domain name could be a root/top level or a sub domain.
  4. Create a Company Logo and Caption
    1. Collect specific design styles, fonts, images, color or other information to serve as guide to create the logo.
    2. Initially create 3 options to choose from. After the client selects one, provide an iterative enhanced version for that.
  5. WordPress theme development.
    1. Buy a feature rich theme from WordPress Theme Gallery
      1. Identify a feature rich, responsive WordPress theme for the Website and buy.
    2. Or else create a fresh theme based on one of the Free Responsive WordPress Theme Frameworks
      1. WordPress Bootstrap – Twitter Bootstrap in a WordPress Theme http://320press.com/wpbs/
      2. Roots – WordPress theme based on HTML5 Boilerplate & Bootstrap from Twitter http://www.rootstheme.com/
      3. Reverie – HTML5 WordPress Framework based on the Power of Foundation http://themefortress.com/reverie/
      4. Bones – WordPress Theme for Developers http://themble.com/bones/
      5. Skelton – A Responsive WordPress Theme http://demos.simplethemes.com/skeleton/
    3. Website Development
      1. Create a WordPress instance on development server.
      2. Create pages, navigation menu and any custom navigation.
      3. Populate the basic site content collected from client.
      4. Apply the selected/designed theme and update theme settings.
      5. Add slideshow, favicon and other graphics as appropriate.
      6. Create Contact/Enquiry/Sales Forms.
      7. *Add resources, services, policy documents, etc.
    4. Buy images for the site from Stock Galery, if not provided by client
      1. Fotolia – Stock photography, vector art & video footage – http://www.fotolia.com/
    5. SEO Checklist
      1. Follow the steps in SEO Checklist document.
    6. Add social media marketing solutions to the website
      1. Development of a customized strategic plan
      2. Blog creation and authoring
      3. Facebook
        1. Page creation
        2. Content creation
        3. Contests and promotions
      4. LinkedIn
      5. Twitter
      6. Google+
      7. YouTube
        …and much, much more.
    7. Optimize the images used on the website for fast loading.
      1. Photographs to be save as optimized JPG file.
      2. Graphics with shadow and transparency as PNG.
      3. Logos shall be saved as transparent PNG/GIF.
      4. Icons to be saved in GIF/PNG format.
    8. Website Testing Checklist
      1. Test Contact Forms
        1. Test the Contact Forms using a test mail ID
        2. After successfully testing, change the admin mail id with customers email id
      2. Test Website using Emulators
        1. Responsive Web Design Testing Tool – http://mattkersley.com/responsive/
        2. http://responsive.victorcoulon.fr/
        3. iPhone 3G/4G tester – online website test emulator with flip – http://iphonetester.com/
        4. iPhone 4 Simulator – Test iPhone Websites iPhone Web Apps – http://iphone4simulator.com/
        5. Online Android Emulator for Developers – http://android-emulator.org/
      3. Test the Website’s performance
        1. WebPageTest – http://www.webpagetest.org/
        2. Verify using Firefox Firebug addons (YSlow, Net, etc.)
      4. Validate the Website against Industry Standards
        1. W3C Validators
          – http://validator.w3.org/
          – http://jigsaw.w3.org/css-validator/
        2. Web Communications & New Media (Section 508)
          – http://www.hhs.gov/web/508/index.html
          – http://www.hhs.gov/web/508/checklists/index.html
          – http://www.hhs.gov/web/policies/checklisthtml.html
    9. WordPress site changes when the site moved from one location to production server
      1. Follow the note titled “Moving WordPress site from development to production”
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