Creating Your Digital Project Plan



You’ve got a digital project in mind but no idea where or how to begin. Sound familiar? This six-step process will jumpstart matters so you can get your plan off the ground and into motion. One credit union’s successful website launch shows you how it’s done.

When planning for a large-scale digital project, like a new website launch, there can be an overwhelming sense of not knowing where to start. During a recent website launch, Solarity Credit Union created a detailed project plan and execution structure. We would love to share our experiences with you in hopes that they will inspire you to successfully execute your own digital project plan.

  1. Define Your Audience.

Defining your audience is the first – and most important – step in the project planning process. The details you uncover in this step will guide everything else you do moving forward, so it’s important that you get this right! When we were preparing for our website project, we took great care to define our audience as thoroughly and accurately as possible.

  • Do some initial research. Look into your current client database and determine your client demographics, like age, geolocation, income level, gender, education level and any other qualitative and quantitative markers you can dig up.
  • Reach out to your audience. Determine all the avenues you can use to get in touch with your customers, and ask them what’s most important to them when it comes to a project like yours. When we were preparing for our website project, we contacted our customers and utilized focus groups and surveys to learn more about them.
  • Create user personas. User personas are a time-tested strategy for really getting to know your customers and user segments. A user persona is a representation of the goals, behaviors and demographics of a specific group of users, as defined by your current and goal customer profiles. As we began defining the goals for our digital project plan, we created unique personas to better understand Solarity’s distinct target markets. For example, you could define one persona as “Post-Graduate Young Professionals.” These users would be between the ages of 21 and 26 and be college graduates who are in the first five years of their careers. Their priorities may include things like being on a defined budget, paying off student loans and saving money to buy their first homes. As a result, they are likely very active users who monitor their financial standing on a daily basis and therefore are frequent users of our website.
This content is for CU BUSINESS eMagazine , Special Deal: 2 websites , and NEW! The Leadership Team Builder Group Subscription members only.
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