When planning, it’s important to share. This means taking your brilliant solution out of your head, and putting it onto something others can review and understand. During the begin phases you don’t want to over plan things, but you still need to get the big picture properly outlined so that others can get your vision, and of course, critique it.
Begin by jotting down key goals and features in a list, and then literally sketch out the various processes and layouts. Making some sort of visual ‘map’ is quite often the best way to really dig in. It’s certainly easier than actually coding a website, or hacking a database together. Sketching out how a system both works and looks allows the planners to share their ideas, think them through, and as needed, adjust them on the fly.
Pen and paper is a good place to start. A whiteboard is a must for any geek office. Mandatory in fact, by local ordinance, in Silicon Valley. There are also some very nice applications out there, specifically suited to visual planning. Our favorite over at ZWARM is OmniGraffle for diagrams, followed closely by OmniOutliner for the lists.
Once you’re ready to put your ideas ‘on paper’ — how do you do that? We can get bogged down in technical details here about how to properly build schemas, relationship entity diagrams, or data flow diagrams, but none of that is really that important when you’re starting out. The main thing is just get your ideas down so that you can easily share them with others. The most important ‘planning’ docs we use for new projects are the following:
- Project Outline
- Data Flow Diagrams
- Wireframes
If your project has a clear set of these, you’re off to a great start. Here’s a little more info about all three of them.
Project Outline — This one is as simple as it sounds. A list of your project’s goals, features and audiences. Although simple, it’s very important. Why? Well, usually after a crew starts working on a project, it’s way too easy for them to drift off course, and wind up wasting time and resources on features that make no sense, nobody needs. Having a clear (and hopefully short) list of the solution’s goals front and center throughout the build will be the difference between a clear, sound and affordable solution, or a horribly bloated, useless, cost-sink. Key tip here, keep your user audiences in mind all the time. Always ask ‘who will be using this feature’?
Data Flow Diagrams — Your solution (or website) is meant to do stuff. The manner in which it does… whatever it does… consists of procedures. Data Flow Diagrams (DFDs) are used to reflect the solution’s various key procedures, stripped down to their simplest logic (yes or no steps). The logic needs to be simple, so that the developers can tell the computer how to handle each step in any given procedure. Pick any process, define when it starts, when it ends, and then work your way through it with a simple series of actions and questions (with yes or no answers).

Wireframes — Just another fancy for sketch really. A wireframe is nothing more than a simplified sketch of how you want your database, application, or website to look. But instead of focusing on colors or content, a wireframe strips it all down to simple lines so that the planners can focus on the layout’s key elements, such as the navigation, headers, footers, main body, lists, forms, etc.

Creating a wireframe for all your solution’s primary layouts is ideal for doing ‘dry runs’. Pretend that your wireframes already work, and see if you can navigate your way around. It’s a much better idea to tweak and edit your wireframes rather than actual code.
OK, so this post got a little longer than originally planned. Nonetheless, any new project that has solid documentation for the three areas mentioned above will benefit a great deal, and save you a lot of money.

Great software
Plus, working in OmniGraffle and/or OmniOutliner is actually a lot of fun too. And, most of their apps are available on the iPad or iPhone as well, which means extra wow-factor when you go to show off your new plans to the team. When you have time, go check out their products here. Lots of great tools, and decent pricing too.