Toggle navigation
Haystack Digital
About
Team
Clients
Contact
Intake survey.
Contact Information
Contact Name
(Required)
First
Last
Contact Email
(Required)
Would you like to receive a copy of your form entry?
Yes
Please list the primary working group members on this project:
Name
Title
Area(s) of Focus
Stakeholder Type
Add
Remove
Stakeholder Types Include:
Core team - meets regularly and is active working group on project
Extended Core team - may include additional peers or senior leaders for bi-weekly or monthly updates
Executive Sponsor - key decision maker on agreed upon milestones and activities
Current Website Information
Do you have an IT Team?
Yes
No
IT Contact Person / Company:
IT Contact Email Address:
Name of person or entity that manages your URL and registrar:
Who manages the site now?
Where is the current site hosted?
How much monthly traffic does the website get?
How does the current appeals process work?
What is the current workflow for updating the website?
What is the ideal workflow for updating the website?
What do you wish your website could do, that it doesn't?
What are the pain points or inefficiencies on the current site?
Analytics & SEO
Is a user tracking measurement tool (such as Google Analytics) installed on your site?
Yes
No
Unsure
Can Haystack be provided with reports or access?
Yes
No
Do you have desired Keywords that you'd like to be found for?
What are you (or do you wish to be known as) an authority on?
Do you have Geo-targets?
Do you have a physical office location for Google Business Profile?
Yes
No
Please enter your physical office location:
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Website Goals, Objectives, and Audience Groups
What goals are you trying to achieve with this site design / redesign?
Click the plus sign to add additional goals.
Add
Remove
What are the top objectives of your site?
Click the plus sign to add additional objectives.
Add
Remove
Top Audience Group #1
Top Audience Group #1 for this website:
What does this audience group care about?
Does this audience group have any particular characteristics and behavioral considerations?
What are the primary "actions" this audience group should take when coming to your site?
Top Audience Group #2
Top Audience Group #2 for this website:
What does this audience group care about?
Does this audience group have any particular characteristics and behavioral considerations?
What are the primary "actions" this audience group should take when coming to your site?
Top Audience Group #3
Top Audience Group #3 for this website:
What does this audience group care about?
Does this audience group have any particular characteristics and behavioral considerations?
What are the primary "actions" this audience group should take when coming to your site?
Secondary Audience Groups
Secondary Audience Groups
Click the plus sign to add additional audience groups
Secondary Audience Group
Objectives
Add
Remove
Who should be included in meetings about these audiences?
Name
Title
Email Address
Audience group this person will provide information on
Add
Remove
How will this group want to engage?
Workshops
Meetings
Written Communication
Other
Other ways to engage:
Branding + Design Requirements
Do you have any pre-established brand themes, colors or imagery?
What should users think or feel when they look at the design of your site?
If you could communicate only one message to visitors, what would it be?
Are there any colors, images or graphics that your users are used to seeing?
List the URLs of any sites you find compelling. What specifically do you like about these sites?
Click the plus sign to add additional URLs.
Website URL
Details
Add
Remove
List the website URLs of any similar organizations:
Design Tone
List out words to describe the design aesthetic you'd like to achieve. Examples: modern, energetic, elegant, formal, classic, unique
Who should be included in meetings about branding and design requirements?
Name
Title
Email Address
Add
Remove
How will this group want to engage?
Workshops
Meetings
Written Communication
Other
Other ways to engage:
Public Engagement Platform
The public engagement platform will be built as a portal with the following functionality:
- Intake comments from the public
- Ability for stakeholders to log in
- Comment vetting
- Ability to remove comments
- Ability to publish an appendix for each case, based on a deadline
- Automated production of PDF’s from public comments received
- Support for video formats
Is any functionality missing from the above list?
The form functionality will include:
- Ability for a user to submit up to five pages
- Required questions that users fill out to vet and assess the credibility of the content
- Exportable and distributable submissions for review by the OSB Board Members and staff
- A Salesforce integration so that vetted data, announcements, and updates to cases can be sent there
- A way to publish approved comments and cases to the public forum
Is any functionality missing from the above list?
Who should be included in meetings about the public engagement platform?
Name
Title
Email Address
Add
Remove
How will this group want to engage?
Workshops
Meetings
Written Communication
Other
Other ways to engage:
Additional Functionality
As defined in the RFP
Can translation be done by a neural machine translation provider, such as WeGlot?
Yes
No
Unsure
The site will include event pages. Please describe the desired event functionality:
Please describe the signup pages functionality:
Please describe the functionality for the "interactive tables tracking recommendation implementation and impact":
Please describe the desired functionality for help pages and tutorials:
Who should be included in meetings about website functionality?
Name
Title
Email Address
Add
Remove
How will this group want to engage?
Workshops
Meetings
Written Communication
Other
Other ways to engage:
Content
Is all content translated into multiple languages?
Yes
No
Unsure
How often is website content reviewed for accuracy and/or freshness?
Once a quarter
Once every six months
Once a year
Once every two years
Unsure
How often is content added to the website?
Once a day
Once a week
Once a month
Once a quarter
Less than once a quarter
How much of the content will remain the same?
80%
50%
Less than 25%
Unsure
Will your site contain any information about the following? Check all that may apply
ESG
Insights / Thought Leadership
Blog
Events
Research
White Papers
ESG Reports
Podcasts / Videos
Interactive Map
Portfolio or Tombstones
Team Bios
Investments
Strategies
Investment Criteria
Corporate Governance
Responsibility
What We Do
How it Works
Capabilities
Careers
About Us
Our History
Contact Us
Links to Social Channels
Link to Investor Portal or Investor Login
Other
What content types are available on the website?
Annual / Quarterly Reports
Articles / News
Brochures
Case Studies (ex: case decisions)
Infographics
Thought Leadership (ex: blog posts)
Videos
White Papers
What content is missing from the website that would help communicate a key message to a target audience group?
Who should be included in meetings about the website content?
Name
Title
Email Address
Add
Remove
How will this group want to engage?
Workshops
Meetings
Written Communication
Other
Other ways to engage:
Compliance, and Regulation
For ADA Compliance, what WCAG 2.1 level of conformance do you need to reach?
AA (mid range)
AAA (highest)
Are there specific security requirements to adhere to in the website development and hosting infrastructure?
What are the GDPR, Privacy, and Data Retention Policies for the site?
Who should be included in meetings about compliance and regulation?
Name
Title
Email Address
Add
Remove