Business to Business Proposal and Contract Templates and Software Free Sample Proposals with Proposal Kit
Free Sample Proposals with Proposal Kit

Project Management Pack Interview Questionnaire Information Worksheet

Interview Questionnaire Information Worksheet

The Project Management Pack suite of templates compliments the proposal and contract documents by giving you a collection of business documents to be used once you have a project to work on.

Category: Project Worksheets

Usage:

This document is an 80 question interview worksheet. Edit the questions as needed to suit your business. For small web sites you should take the subset of most important questions and save them as a separate worksheet. We also have an on-line version of the worksheet available separately which can be integrated into your own web server. See the Interview Worksheet Software.

Alternate documents are those which may be used instead of this document depending on your situation. Alternate documents may be better suited for different size projects, more specialized projects, etc.

Alternate Documents:

Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system. Multiple documents are used over the course of a project to cover situations such as contact changes, project changes, status tracking, etc.

Related Documents:

This document is found in the following products:

$297 Proposal Kit Pro
$147 Proposal Kit Standard

List of all 55 project management templates.

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Interview Questionnaire Information Worksheet

Alternate and related documents are also listed if there are other templates similar in nature, on a different scale or which can be used to provide additional information.

A wide variety of documents are included and are intended to be picked based on your needs. All projects are different and have different needs and goals. Pick the collection of documents from our collection and use them as needed for your project. Recommendations and samples provided are only intended as general guidelines.

Project documents may also be referred to as a template, document, outline, boilerplate, letter, sample, form or example.

 

Additional search terms related to this document:

business, project, management, information, documents, templates, boilerplate, form, outline, text questions, interviewing Interview Worksheet order speed the development process along please start filling out the. following form and gathering the materials applicable this project line automated demo version this questionnaire located http www proposalkit com interview intlogin htm The Perl scripts and web pages for the line interview can licensed for use your own web site Look for the Interview Software when ordering from ProposalKit com. These questions are intended starting point for you develop your own custom set interview questions Add your own questions modify them you see fit create multiple lists for varying size projects etc. Company Background Questions What does your company Who you for What are all the different ways visitors can contact you Name Address Phone Fax mail addresses International offices List hours operation time zone PST EST and days closed What are the needs your business satisfies for your customers What words images will impart those needs important paint mental picture for customers using words colors and images What analogies can used explain offers simple understandable terms. you have brick and mortar other off web locations contact point like mail order catalog How you see the website and off line business working together What are the weak points each and the strong points that can exploited Don try recreate catalog showroom the web Use the website drive people your physical location handle customer service support after hours offer line coupons that can printed and redeemed the physical location and vice versa use the physical location promote the website. How does your business and products benefit your target audience Please specify clear list bullet items benefits What can your business offer your visitors what for them how can you help them What problems your prospects have that your business solves. List features your products and services Please specify clear list bullet items. List words phrases that describe your business Pick words phrases relevant your business List all keywords that would link search engines your website Phrases should both specific and general. Write word description your business displayed and used search engine submissions Describe what your business offers whom offered and succinct reason your business should considered. Write word description your business displayed and used search engine submissions Describe what your business offers whom offered and succinct reason your business should considered. you have business slogan catch phrase Give reasons why your business clearly beats the competition What your USP unique selling proposition Customers tend look for information priority over shopping line They may surf other sites but they will continually return the sites they trust intuitively and can solve their problems visitor may need return many times before making purchase studies suggest many times What can you encourage customers purchase now and abandon the need continue search. List some your competitors website URLs List any problems experienced with your existing website poor performance graphics load time design etc Should you choose another web host. What your budget for the completion the website and yearly maintenance. Website Goal Objective Questions List the major purposes for the website the reasons for building one order importance name branding commerce because that what everyone else doing etc. Describe your vision for this site How will visitors interact with Provide sketches other mockups possible. What are the specific short term goals for the website the first months reduce customer service workload generate volume sales. List specific long term goals for the website the first years. you currently have website how many visitors you receive each month What the expectation for future traffic and there plan and budget for scaling the web hosting traffic increases beyond its capabilities Will you have the capability handle increased monthly costs for service Have you planned and accounted for possible additional costs. Define the criteria you will use determine the website success Internet orders certain volume website traffic certain volume this should not used the sole definition success amount sales percentage hits decrease customer service costs increase productivity There should trackable method determine success. you need domain registration and ISP host the site What level hosting will required this may need determined during the design Can you use low cost service month you need higher end outsourced service Will you hosting and managing your own web servers this would typically for large companies the costs can very high. What process will used integrate the website into the business daily monthly quarterly and yearly basis Who will manage each aspect the website once complete mail management system maintenance new content testing forms periodically marketing etc. the site dated for single event what the expiration date Marketing Questions List audience demographics who you want reach and how this will accomplished specific possible age range profession interests etc. Are you local regional national international business What areas you want specifically target. Are there any search engines directories sites you would like submit besides the industry standard top that are specific your business industry. this new market you are trying create for your product service there already existing market Selling existing market easier and less risky The understanding what you are offering already exists since other companies have paved the way What existing distribution channels are you able tap Are there any pound gorillas and how can you compete against them Microsoft and Toy are considered gorillas their markets. What your budget for marketing the website and how you intend market both and off the Internet You should conservatively plan for least half your budget for marketing Simply putting website and submitting search engines not marketing only one small tactic overall campaign See the Killer Internet Marketing Techniques the Appendix Resources for assistance drawing marketing battle plan. Web surfers have short attention spans may not remember your site and will probably not return unless you give them compelling reason How can you encourage repeat visitors and referrals Every measure should taken encourage visitors voluntarily submit their email address Free offers contests referral forms surveys and requests for information forms can useful tools encourage email signups What can you offer that can digitally delivered site computer wallpaper screensavers special reports line coupons affiliate programs etc and free. Will you use survey form gather information from your visitors What questions would included this survey Will you offer incentive customers for taking part this survey Surveys can also used exit strategies gather useful information visitors leave the site cookie can used eliminate seeing the form for repeat visitors. Include unique content your site Partner with content provider update content Since most surfers seek information the best sites are those that become hubs portals site that contains large amount information not readily available elsewhere directly related the product service being sold may far more successful than one that that only offers product service has been proven that the amount traffic links into your site return visits and referrals directly proportional the amount unique and useful content available your customers the site the amount money spent off line and line advertising Are you able write articles subjects related your visitor interests can you offer publish other works exchange for exposure Some companies offer content that can leased well Can you provide line assembly instructions how guides tips and tricks information pages etc This one the most important aspects creating successful site When coupled with quality design and competitive products and services and outstanding customer service the site becomes winner. What can done add value products and services your prices cannot competitive what other methods will showcase your products services The addition free bonuses lifetime warranties free shipping and handling upgrades etc will often perceived the consumer value added especially dollar value can attached these extras. Will you use affiliate program affiliate program useful for any all the following allows 3rd parties market your products and services for commission tracks effectiveness individual advertisements and marketing campaigns Some allow customization manage signup individuals companies with personalized self replicated web pages the ability track effectiveness individual ads and marketing campaigns requirement. Will you join any affiliate programs and link those sites your website You can signup related sites programs and get commission sales made your site This works best when other sites are directly related your website and affiliate links are worked into your site context Third party product endorsements work better than simple links other sites. Design Questions you not already have domain name choose names You choices may already taken You can check www internic net for availability Consider registering few general and specific variations including net and org domains Your domain name should easily identifiable easy explain over the phone and print business card Most short names are usually taken long names can good they click someone mind Try out your ideas several people Then ask them few days they remember how spell Try out the name the phone see easily remembered and spelled others Resorting lengthy explanations spelling means problems How long years will your domain registered. List mail addresses you want associated with your domain name info cyber sea com sales cyber sea com support cyber sea com. order for your site appeal your primary audience what style voice will you use conservative hip and trendy etc. Which our portfolio sites most appealing List series website URLs with designs schemes that appeal you and give reasons why. Choose primary color scheme for the background text and graphics recommend white background with black text and colors for highlights for most sites This the easiest build maintain and read mindful visitors with poor eyesight color blindness when choosing text background colors and graphics Many the most successful sites follow simple scheme such this. List any particular fonts used unwise use more than major fonts. Please list and gather any existing materials and information including but not limited. Photos prints slides negatives Text Brochures Business cards Flyers Product shots Product samples Press releases Price and part lists Frequently Asked Questions Shipping and handling charges and constraints Warranty policy Privacy policy Return policy Guarantees True and believable testimonials clients industry figures pros ask for them with quantifiable results made instead loved how great worked. Endorsements from known sources Credits Bios History Education Certifications Awards Case studies Photos yourself staff and location Transcripts interviews Industry recognition Map and directions from major airports recommended places stay nearby people visit your location. you have any custom photography needs still photography product shots stock photography video IPIX immersive virtual reality Will you supply all the images required will the developer responsible for creating and acquiring images graphics logos etc For any images and other materials supplied the client you own the copyrights not you have the rights use the materials the website Please check with the copyright owners unsure avoid any copyright violations. Choose types components include other than still photos and text commerce affiliate programs virtual reality images java applets backend database integration survey forms feedback forms opt newsletter management referral forms etc. List major topics for your site Products Services Information How Contact Galleries etc Base these topics the visitor view the division information your site Major topics will broken into sub topics Information may broken down into Links Frequently Asked Questions Tips etc From the tree below mark major sub topics interest This sample tree can reorganized needed Add topics relevant your site needed Too many choices confusing Trying scan major portal pages and choose from links time consuming and confusing links the maximum amount visitor should confront site with hundreds pages can easily created using general topics Adding few additional general topics Information Products will allow room for expansion under those headings. Splash pages Home Products and Services Menus Catalogs static Rich Media Prices Testimonials Purchasing Shopping Cart Downloadable products Product overview specifications demos Product features benefits Warranty Return Policy Licensing Customer Service Training Contracting Consulting Stock List Capabilities Portfolio Parts List Dealer List Assembly Instructions Schematics Classified Ads Credits Samples Tear sheets Resume Bookstore Competitive Matrix Contact Jobs Overview Job Postings Recruiting Resume submissions Benefits Customer Login Database searching Information Links About Reviews Credits Copyrights Privacy Policy Our Team Case Studies Awards News and Events Newsletter Press Releases Media Coverage Frequently Asked Questions Alliance Partners Legal Notices About our Industry Glossary Terms Regional Information Tech Notes Tips and tricks Interesting Facts Articles Who Who Site Map Help Site Quick Guide Galleries Intranet Human resources Document storage Internal news Finance Project Tracking Website reports Free Stuff Downloadable screensavers utilities Computer Wallpaper Contests Sketch out the navigation system typical page Typically major topics are horizontal graphic the top Sub page menus are positioned vertical menu bar the left side Typically there text based trailer navigation bar the bottom each page are not creating artwork for your site please supply any artwork required for creating graphic navigation bars. Are there any special needs components required that are not already covered. List any existing websites you want linked your site These should sites that are related your site and not direct competitors Sites should those whose services you use that provide service information useful your target audience Sites that cross link with each other may increase both businesses targeted traffic. interfacing with other systems both line and off line important Other systems could mailing list management programs accounting systems custom solutions credit card processing programs Complicated interfaces with back end DBMS systems attached directly the website using application servers creation XML EDI data files that can loaded 3rd party systems Complicated interface requirements will require detailed process and analysis Describe the systems you will require. What requirements are needed when using development tools create your website and interfaces Are there any compatibility issues For example can developed with Cold Fusion Macromedia Dreamweaver Microsoft FrontPage. List any requirements for the host platform and cross compatibility Unix List requirements support types web pages For example static web pages Active Server Pages Cold Fusion pages dynamically generated CGI pages. Will there password protected areas for dealers members and downloads Will your site use any digital delivery systems individually password protect each customers download. What security required for the website protection sensitive files issue order data backend database access etc back end computers access the Internet through permanent connections Are personal computer hard drives password protected behind firewall. How often during the year you anticipate updates the website What types information will updated Employment opportunities monthly specials contests new products updated news all should updated periodically The less frequent site will updated the more general site should. Testing typically done using the top web browsers Internet Explorer and Netscape for the Windows and Mac operating systems List other client platforms you would require for testing and support. Who will maintain the site another business will site maintenance will they have the skills and tools support Will training required. List other contacts interview regarding the design the site What positions responsibility they hold. Commerce Ordering Questions What type commerce solution you require Flat file page non interactive Visitors must print and fax order phone order. Single page secure order form that sends each order mail Multi page secure order form with shopping cart visitors can pick products while continuing look the site change their order preview order and submit line Order sent mail downloaded via FTP from the server. Full commerce shopping cart with automated real time credit card processing integrated with backend database. How will line and off line orders managed your site commerce site Are the ordering systems able generate unique distinguishable order numbers you require all web based order system that integrates both line and off line orders. What your current level line business and what are the expectations for future line sales. List all credit cards the site will accept Visa MasterCard AMEX Discover Merchant accounts should allow for taking line orders from the Internet Please check with your bank violation these policies can result termination your merchant account Policies differ from bank bank List all the methods payment options money order check internet check various credit cards etc you want provide extra security checks such CID security code checking the digit security code printed most credit cards. your customers have buying seasons September the ideal month prepare your site for the upcoming Christmas shopping season Should the site updated according each season What enticements will you offer during off seasons. Will low price lead products followed with sales the back end for higher priced products and services Products meet little resistance while products the hundreds thousands dollars may require longer sales process Complex services might only closed using real salespeople plan place secure and qualify leads How can you remove much risk from the buyer possible warranty return policy etc What your sales cycle Can you close sales line without human interaction you need follow leads generated. List any special shipping and handling charges constraints international orders How will shipping and handling charges automatically calculated for line domestic and international orders Will international order shipping charges calculated manually List information such harmonized codes taxes duty etc which can help expedite orders and reduce international costs Shipping products internationally can complex and costly Will consolidator international tracking system helpful. How will sales tax calculated for line orders Will you need know the tax rate for multiple states. What are your delivery policies Customers will probably buy there immediate delivery How long does take for order received customer will not buy from site does not show complete cost breakdown their order price tax shipping etc line. Are wholesale prices drop shipping arrangements other standard agreements put into dealer section Will you allow others offer your products services directly their sites. very important have plan control line fraud Too many charged back fraudulent orders might result termination your company merchant account The possibility blacklisting other merchant account providers can serious problem Use manual AVS authorization and accept unmatched orders even there approval code Call authorize international orders ship only billing address listed credit card double check large orders with overnight shipping refuse line orders from customers with free email domains Consider checking Addresses and CID security codes for all orders Also consider not accepting line orders from high fraud domains domains that give out free and untraceable mail accounts. Database Questions How can you ensure information downloaded from websites against hardware failure Information gathered should reside multiple places Opt lists affiliate data order data etc from the website needs backed periodically and stored off site Copy files disk ROM and put safe deposit box Will you need backup system ensure safety downloaded information. What type opt mail list gathering will you use Systems range from basic free services like systems that create mail merge opt lists tied into commerce referral newsletter opt and other forms you have program place manage house newsletters bulk personalized mails and removal requests. Security Questions Does the website require encryption data such SSL support SSL certificates the customer name secure mail for sending online order information other sensitive confidential data. Will the website allow downloading application software any other downloads that could potentially infected with virus will required purchase install code signing certificates protect downloaded executable files Word documents with macros Java applets Active controls etc. Does the customer mail system need secured against hijacking the mail server spammers Should anti spam software installed the client side and secure mail certificate installed for encrypting the customer mails Does the customer require contact web forms their website prevent mail harvesting and spamming instead posting mail addresses directly the website. Does the web server require that anti virus software installed and maintained this also required installed and maintained the customer house computers. Does the website require password protected areas protect sensitive data What types sensitive data will stored those areas there any specific information that should never stored online for the customer. Does the web server require scheduled backups tape redundant drive mirrored backups completely redundant backup web server with backup DNS case failure Who will responsible for maintaining backups. What level security required the web server operating system prevent hacking attempts Will the website the computer high profile attract the attention someone wanting hack into. What types anti fraud protection need built into the website Typically this for online ordering systems prevent identity theft and credit card fraud Simply getting approval from the credit card processor AVS checking and even the CVV2 code checking are not enough prevent most fraud More secure online order systems use combination techniques such high fraud mail domain blocking address blocking AVS and CVV2 checks checking originating country address against the customers address putting limits dollar amounts amounts ordered etc Also the customer should budget for fine tuning and altering the fraud protection strategy over time.

 
 
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