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Website Planning Worksheet

Used in conjunction with the Website Design Contract and Website Content Worksheet which should also be printed out by the client. Download this page as print friendly PDF


This questionnaire is designed to enhance communications between yBOT and our clients. Please print it on your printer, and have it handy when you discuss your project on the phone with a yBOT representative. After we've you've filled in the blanks as we talk on the phone, please make a photocopy for your records, and mail a signed copy to me. It provides a written memorandum of our mutually-agreed plan.

Branch Name and Number: __________________________

1. Purpose

Give the most important purpose a "1", next most important a "2". Leave those blank which do not interest you at all.
__ To gain a favorable impression of the branch or organization.
__ To develop a qualified list of prospective members
__ To better communicate to our members
__ To make our newsletter available online and avoid costly mailings to our members
__ To encourage potential members to contact us by phone or mail to get more information.
__ To make available Membership information to visitors.
__ To make available Branch information to visitors.
__ To make available Hall Rental information to visitors .
__ To book hall rentals directly taking credit card information over the Internet
__ To strengthen Branch Communication.
__ Other _______________________________________________________


2. Site Organization

Please label pages you desire and cross out the rest. To get an idea of the menu items that you can have visit rcl258.com and see how it is organized.

Typical Website

Total number of pages decided upon ________________


3. Site and Domain Names

Site Name on Masthead: ____________________________________

Domain Name It must be registered through your web hosting service and approved by a domain registration service before you can use it. You may check the availability of your domain name at Netfirms (http://www.netfirms.ca) if you choose to be hosted by netfirms they include the annual registration fee in the price of your web hosting.

Domain name ____________________________     ___Desired ___Already Registered


4. Masthead Graphic

It is very helpful if you will include a copy of your company's letterhead, brochures, catalog, etc. so we can see how you present your company image.
__ Branch Logo incorporated in the masthead graphic? If so, please enclose a color copy. 
__ Photo or drawing of product?
__ Typeface preference _________________________________________
__ Preferred colors in palette (PMS colors?) _______________________________________
__ Other ideas _________________________________________________________


5. Color and Accents

For the most part, we recommend a white background for best readability and contrast, and use the Cascading Style sheet included with the template to keep colours and sizes uniform.If you have special colours that you would like to use in the body of your web page, please tell us and we can add them to your copy of the Cascading Style Sheet


6. Navigation System

The navigation system of all our Template Website Packages includes:

  • Left-Side Menus are all text links that are especially useful to enable Web search engines to "spider" and index content on every page. The use of text link menus apposed to picture links enable visitors with visual imparement to hear the menu name (with special audio web browsers)
Optional Systems. Ugrades available at an extra charge. Circle those you wish incorporated in your site.
  • Left-Side "Buttons" can be used, but we do not recommend them, since they are more expensive and time consuming to maintain when a change or addition is made to the system. Also, it takes significantly longer to load many buttons than an image map of the same area (Extra charge)
  • Frames System where, typically, a scrolling menu remains on the left side to provide navigation. We do not recommend frames in practically any situation, since they are a design disaster. They do not always print out, cannot be bookmarked easily, and often make the page design look "tacky" with their ugly gray scroll bars. We see them as the amateur's way to look cool. In a very few cases, they are useful: (1) to display large databases of information, (2) purposely hide URLs of content pages, (3) send visitors to other sites while making it easy for them to come back. (Extra charge)
  • Search Engine is useful on larger sites of 20+ pages to help visitors quickly find what they're looking for. (Extra charge)

7. Basic Page Elements

These are the important items which appear on nearly every webpage on your site.

  • Page titles which show at top of Web browser only
  • Top-of-page graphic based on the design of the masthead graphic
  • Page Title in larger type.
  • Text. Body Font Style:
  • Branch Address and Primary Contact information bottom of page
  • E-mail response link to the following e-mail address: _________________________
  • Copyright and trademark information in small print at the bottom of every page. What registered trademarks, trademarks, and service marks does your company want to indicate here?

Do you have any trademarks or service marks? If so, please list them here and indicate which are registered trademarks.


8. Photos, Graphics, Animations, Sound, and Video

Our contract includes a statement that you own the copyright to, or have permission from the copyright owner to use any photos or graphics you send us.

  • Clipart tends to look a bit tacky on websites. We recommend photos.
  • Photos you supply either by sending the digitized images on a diskette or CD rom. Most photo finishing labs now offer this as part of film development.
For an extra charge, we can equip your webpages with:
  • Sound, either MIDI musical background or streaming Real Audio for music or voice.
  • Animated GIF images. High quality photo images are available from PhotoDisc (http://www.photodisc.com/) and other sources. We can also make animations for an extra charge.
  • Shockwave Animations
  • Video clips


9. Response Forms (small set up fee may apply)

What is the purpose of your response form?

__ Guestbook for visitors to record comments
__ Request for information
__ Survey of Members preferences

Responce forms are also recomended when soliciting information from members or those seeking information. Forms allow you to solicite the exact information you require and are more effective than asking visitor to email. By using a form on your website, you also reduce the availablity of email address to robots that mine websites in search of email address to send junk email or spam.

Note: We do not set up sites that use the response form as an order form, since these require secure servers, and secure order pick-up. For one or two products we recommend using ShopSite Lite with a secure server. We charge extra to set up the ordering system. 


10. Web Hosting Service

We are not in the web hosting business. We recommend to our clients web hosting services tailored to their specific needs. We've worked with dozens of hosting services -- the good, the bad, and the ugly. We usually do not recommend hosting on your local dial-up ISP, since they too often are not well-prepared to meet specialized business site hosting needs. Their main business is usually dial-up access, and hosting is only a sideline for them. Please let us recommend a Web host service for you. We require cgi-bin access and FTP access, and strongly recommend telnet access. Our response form also requires a Unix system with Perl language available.

The Web Hosting Service we are recomending that Legion Branches use is Netfirms.ca, as thier price is only $12 per month for hosing and it includes 2000 mb more than enough space for what you will require and it includes the price of registering your domain name IE www.rcl258.com

You can visit thier website at www.netfirms.ca

You can set up the hosting on your own or yBOT could be there to assist you when setting it up.

We will require your access information.


11. Maintenance

Target Date____________________

Package prices include minor updating over the first six months of the contract. This covers minor price changes, product changes, etc. It does not include major changes, such as changing newsletter content (which essentially involves constructing a new webpage), which is billed at our hourly rate.

Target Date for final payment to be made and your Web Site to be advertised: _____________


On behalf of my organization I approve the above plan which I have developed with yBOT to construct a website, and I authorize yBOT to use this Website Planning Worksheet as the basis of the project.

Signature _____________________________________ Date _________________


These are the items that will make up the package you'll be sending to us:

  • Website Planning Worksheet
  • Website Design Contract
  • Website Content Worksheet which will define for us the:
    • Written content for your webpages (preferably on a diskette formatted for Word for Windows [2.0, 6.0, 7.0, 8.0, or 2000], Word Perfect [5.1, 6.0+], or other word processor. We can translate from most word processor formats with ease.)
    • Photos or graphics to be included. You may send graphics and photos which we can scan into electronic form. Even better, send us a diskette or ZIP disk with your graphics in any popular PC format, such as GIF, JPEG, BMP, EPS, CDR, PCX, etc.). If these are in Mac format, make sure each picture has a 3-digit extension, such as .jpg to indicate the format in which it is given.
    • Your company logo (if any), and tell us the PMS color. 
  • Samples of your printed materials -- brochures, letterheads, cards, booklets, etc. -- so we can see how you present your company image.
  • Cheque for at least 50% of the total.
You may send your package to , by mail :

Mr. Ian Payton,
yBOT
90 Dale Ave, Suite 703
Scarborough, ON M1J 3N4

We are looking forward to receiving your materials and constructing your website!


(647) 201-yBOT
or
(647) 201-9268

E-mail ian @ybot.ca

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