Project Management Questions:

@Daniela Groenke @Joseph Vintuks

Product Strategy Questions:

Nov.13.23

****1. Why word-press? (cost-effective or ?)

2. Can you take into consideration our advice to use what our dev team suggests?

3. Do you agree with us that the most important features you’d love to have ready at the end of phase 2 are Onboarding, Linking 529 accounts to Life Beautified, and Unique Code Generation?

4. From Phase 1 recordings and documents it was established that we are working on a webapp not a website have you made any changes to this ? (the strategy and dev team believe a webapp is a better option)

5. We will be referring to Parent and Non-Profit as Legal guardian as kids under 18 will have their 529 accounts handled only by their legal guardian. Are you ok with this development?

6. What is the ideal age for child that wants to open his or her account without parents consent?

Q:

• What are your top priorities for the Life Beautified product?
• What are the biggest challenges that students and families face when saving for college? How can Life Beautified help them overcome these challenges?
• What are the most important features and functionality that Life Beautified must have in order to be successful?
• How will you measure the success of Life Beautified? What are the key metrics that you will be tracking?
• Who is your target market for Life Beautified? What are their needs and pain points?
• What are the biggest competitors to Life Beautified? How do you plan to differentiate Life Beautified from the competition?
• What is your budget and timeline for the development and launch of Life Beautified?

In addition to these general questions, I'm also interested in learning more about the following:

• What is your vision for the user experience of Life Beautified? What are the key user flows? What are the key user pain points?
• Which features are most important to you? Are there any features that you would like to see phased in over time?
• What technologies do you plan to use to develop and build Life Beautified? What are the technical constraints and challenges?
• What are the regulatory and compliance requirements for Life Beautified?
• How do you plan to market and sell Life Beautified? What are the key channels and strategies?
• Do we want Non-profit signing in as Guardian (Guardian not Parents)

UXD Questions:

Q: The designs you received so far (Phase 1), do they meet your expectations or would you like us to draft another iteration?

Q: If Impact is the middleman between LB and the Brands, do you know who the middleman will be between LB and a user’s 529 Savings plan? Plaid?

UXR Questions:

Q: We understand that we can contact the school board of Prince William County Public Schools. Would you recommend any specific names, or can you share contact info? It would be helpful if you would give them a heads up that we’ll be reaching out to them so they know they can trust us.

UX Writing Questions:

Q:Do you have brand guidelines?

• Do you have any other materials (marketing) that you have already created with the brand and tone of voice that you would like to you for the LB site?

• Is your book “Giving Without Taking” a good source material that represents the core values of LB?

• What would an elevator pitch sounds like for LB?

Q: Would you be open to brainstorming or going your company's core values, company positioning, unique value prop and key messaging for the content team? [Optional: we can survey or We can workshop this with you. ]This will help us craft language, voice and tone that reinforces your message and create a perception of your company that reflects those values and positions you best among competitors.

Q: How much is Impact involved with recruiting 3rd party brands. Does the website need to have content that targets 3rd party brands on the website?

• example: CTA: “Become a partner brand”

Q: If nonprofit orgs are considered a secondary audience, can you give us some names of orgs that peak your interest that you would market too? Why do you feel your organization is the best answer to their problem of fundraising?

• There is another layer involved because these businesses will need to be verified as non-profits - this can involve legal/security concerns and requirements

Q: [Following up on previous discussion about terms of service, etc.] Have you spoken with a corporate or contract attorney about writing the web or product terms of service, privacy policy and data collection statements for you? Do you want us to provide research or resources on this?

Q: Are you working with any tax or corporate professional on the 529 tax implications for your audience? If so, may we interview or ask them a few questions so we can get a better understanding of the 529 ecosystem and how your product fits into the various actors in this system?

Q: As we go into this next phase, do you have any questions for the design or content team?

Development Questions:

Q: Can you explain how the Affiliate For WooCommerce wordpress plugin meets your needs?

Q: Are you particular about the technology used to create the prototype?