web页面的申请勾选表样本_Web设计项目申请表的重要信息

web页面的申请勾选表样本

When I start a new design project, part of my intake process is requesting that clients complete a project request form, even if we’ve had phone conversations in advance. I’ve found that asking the client to spend some time thinking about the project and writing (or typing) down the specifics is a great exercise to flesh out the work, including what they want and don’t want the site to accomplish. The information becomes a tool to scope the project and create a project plan. If the right information is provided, it can save time and resources throughout the entire project.

当我开始一个新的设计项目时，即使我们事先已经进行了电话交谈，我的录取过程的一部分是要求客户填写项目申请表。 我发现，要求客户花一些时间思考项目并写下(或键入)细节是一项充实的工作，可以充实工作，包括他们想要和不希望网站完成的工作。 该信息成为确定项目范围和创建项目计划的工具。 如果提供正确的信息，则可以节省整个项目的时间和资源。

The challenge is making the form long enough to include all of the questions you want to ask, while avoiding making it so long that it’s overwhelming. The method of submission can facilitate this process, too. I tend to tailor my request format in a way that suits each individual client and their preferences. Some formats I use include a Microsoft Word form (e-mailed, faxed or mailed back), an online form, copying and pasting the questions into an e-mail, and even verbally running down the list and writing their answers myself on occasion.

面临的挑战是使表格足够长以包含您要提出的所有问题，同时又要避免将表格弄得太长以至于不堪重负。 提交方法也可以简化此过程。 我倾向于以适合每个客户及其偏好的方式定制我的请求格式。 我使用的某些格式包括Microsoft Word表单(通过电子邮件发送，传真或回寄)，在线表单，将问题复制并粘贴到电子邮件中，甚至是口头上列出问题清单并偶尔自己写下答案。

Here is some of the information I aim to gather from new clients:

这是我旨在从新客户那里收集的一些信息：

Contact Information

联系信息

• Name
  名称
• Company name
  公司名
• Mailing address
  邮寄地址
• Phone number
  电话号码
• E-mail address
  电子邮件地址

Business Information

商业信息

• Year the business was established
  公司成立年份
• How the business name was chosen
  如何选择公司名称
• Nature of the business
  业务性质
• Target audience
  目标观众
• Main competitors
  主要竞争对手
• Any existing branding (logo, colors, fonts)
  任何现有的品牌(徽标，颜色，字体)

Website Information

网站信息

• Domain name
  域名
• Purpose of the site
  网站目的
• What information they will provide
  他们将提供什么信息
• Style of design they like best
  他们最喜欢的设计风格
• Desired functionality/special features
  所需功能/特殊功能
• Other sites they like and why
  他们喜欢的其他网站以及原因

Other

其他

• Budget
  预算
• Timeline
  时间线
• Communication preference
  沟通偏好
• Contact person
  联系人
• Additional services they may need
  他们可能需要的其他服务

At the time they submit the form, I ask that they send me all of the information they have for the site: content, logo, photos, other graphics, marketing materials, hosting account information. Usually, I get this information piecemeal, in forwarded e-mails, mailed hard copies, or various attachments, but I file and log everything I receive so it becomes a part of the client’s files.

在他们提交表单时，我要求他们向我发送该网站的所有信息：内容，徽标，照片，其他图形，营销材料，托管帐户信息。 通常，我会通过转发的电子邮件，邮寄的硬拷贝或各种附件来获取这些信息，但我会归档并记录收到的所有内容，因此它成为客户文件的一部分。

What’s your process for gathering information for a design project and what do you consider the most important information to collect?

您收集设计项目信息的过程是什么，您认为最重要的信息是什么？

Image credit: scol22

图片来源： scol22

翻译自: https://www.sitepoint.com/vital-information-for-a-web-design-project-request-form/

web页面的申请勾选表样本