Planning process of electric consultation management (II.)

Source: Internet
Author: User
Keywords Electricity Negotiable Management

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The article roughly shared the planning process, we should have a general understanding of the planning process, then, and you share, each link, especially five elements of how to proceed.

Only solve the user's problem, can solve our problem, only solve the employee's problem, can solve the enterprise's problem. So for an enterprise management, customers are users, and employees are users, do anything to be user-centric, the pursuit of excellence in the user experience. For planning, the same must be the user-centric, to meet user needs, beyond the expectations of users, to achieve the user for the convenience of use, the expectations of satisfaction and derivative of word-of-mouth, loyalty.


I. Strategic level

Successful planning is based on a clearly articulated "strategy". Know the company and users of the site, activities and expectations and goals, to help establish the user experience in all aspects of the development strategy. The more clearly we can express what we want and know exactly what other people want from us, the clearer we can meet the needs of both sides. Clarifying these needs is what the strategic layer needs to do.


So what needs to be clear about strategy?

1. What do our users need from this site?

2 site goals, what do we get from this site?

3. Brand recognition, can give how many brand value and derived Word-of-mouth?

4. Success criteria, some achievable goals, Web sites or activities introduced later to show whether it meets our own goals and user needs.


In this example, the value of the site to the core user is indicated by measuring the number of visits per user to a single month.

In the analysis of user needs, often fall into a trap: think we are for the ideal user design sites and activities, the ideal user is "some of us exactly the same user." Do not use data, research as the basis for their own subjective will to impose on the user positioning.


For how to subdivide the user location, simply say the following methods:

1. Demographic methods: Gender, age, level of education, marital status, income, etc.;

2. Psychology statistics: Recording the psychological factors of users;

3. Users ' views on content, technology and the Web page itself.

Usability and user Research methods:

1. Market research methods: To know the user universal information valuable resources;

2. Site survey methods: To understand the daily life situation in the user behavior;

3. Task analysis methods: User interaction with the site occurs in the context of a task:

4. User test method: Let the user help test your product;

5. Card Sorting method: Explore how users classify or organize various information elements;

6. Create a task role: Make your users truly reappear in the planning, designers mind.

What do we need to know about users? Simple can be attributed to 5W2H

Who is the who--user?

what--in what kind of space?

when--when? In the wondering scene?

Where to where--?

why--Why? Why? Why? Why?

What do how--users do?

How does much--how much to pay? How much time, energy, emotional cost?

The following is a case study of target population characteristics:


Ii. scope Layer--a valuable "process" leads to a valuable "product"

When you turn user needs and site goals into what content and functionality the site should provide to the user, the strategy becomes scope. In this "process" you need to determine what you can solve now, and which things can be solved later; This "product" is not a real product, can be any output, planners need to give the team a point of reference to ensure that there is no ambiguity in the process, in the production of a valuable "product" in the "process", You need workflows, schedules, milestones-visual documents, and now we're using a Gantt chart so you know what you're doing and what you don't need to do. In the "Electricity negotiable management four sharp weapon" in the Gantt chart does not have the concrete content, the following is a Gantt Chart case:


So what do you need to do at the scope level? What is the specific output? The following is the scope layer in the process:


As can be seen from the diagram, the scope layer needs planning, scope, management, from the output aspect, there are activities planning, xmind, Gantt Chart, in terms of demand, it is our needs and the collection of user needs.

Simply put, in the scope layer, we need to collect the function, content, scope and requirement according to the strategic goal, determine the requirement priority, complete work plan and task decomposition.

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