Use this section to plan out requirements gathering meetings & questions for the client and other stakeholders before a meeting.

Questions

Date: May 14, 2025

Leads: Dami & Lauren

Meeting Goals: (Pre-kick off) To better understand the client’s goals for Phase 3 of the project

  1. Business
    1. Who is the primary client?
    2. What is your mission/objective?
    3. What business problem are we solving in this phase?
    4. What is your budget for new platform development and requested features?
    5. Are there any external conditions we should be aware of that could affect the successful implementation of this project? Are there any regulations against user/vendor pairing?
    6. Is the product of choice only essential oils & books? What was the reason for this choice? Are you open to promoting other products that may provide the same business results?
    7. What does success look like for you as a business?
  2. Technical
    1. Is the goal to just migrate the existing website content from WordPress to a more robust platform? Are we also developing an app?
    2. Are there any integrations you’d like enhanced or updated during this migration e.g. payments, setup of an ecommerce site? Or just a lift & shift?
    3. Are we still working towards an MVP/beta version of the platform?
    4. What additional technical issues do you have with the current platform (WordPress)? Can you provide more details about the specific challenges encountered with stability, security, and tracking functionalities on the current WordPress platform?
    5. What is your desired future state in terms of functionalities and capabilities?
    6. In terms of tracking and monitoring capabilities, what specific metrics or data points are most important for you to track submissions, orders, and transactions effectively? How do you envision utilizing this data for business insights?
    7. What does success or satisfaction look like for the user(s) of this platform?
    8. Are there any specific platform you’re considering or are you open to suggestions?
  3. User(s)
    1. Who are the users we are targeting for Phase 3?
    2. What were some considerations that contributed in changing the target audience?
    3. How are users gaining education/life dev skills if 529 no longer aspect of the model?
    4. What is user/student motivation to use platform considering new model?
  4. Partnerships/Vendors
    1. What partnerships are involved with additional site products? Will they need a separate portal to the platform as a vendor?
    2. Who are the stakeholders involved in this partnership? Still working with 529 plans? What is the role of Life Essenz in this?

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