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

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

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

Unsure

Can Haystack be provided with reports or access?

Yes

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

Please enter your physical office location:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code 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.

What are the top objectives of your site?

Click the plus sign to add additional objectives.

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

Click the plus sign to add additional audience groups

Secondary Audience Group

Objectives

Who should be included in meetings about these audiences?

Name

Title

Email Address

Audience group this person will provide information on

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

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

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

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

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

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

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

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

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