Product Line
General Information
| Parameter key | Parameter value |
|---|---|
| Requestor/Requestor group | Fill in with the name of the requestor/requestor group |
| Website1 | —– |
| Verticals & subverticals2 | —– |
| Clientele | Broadly, who are the end users of the requester’s products and services? |
| Products/Services | What are the products and services that the organization offers to its clientele? |
| Nature of the product line | • Size: [in sales, number of products, etc.] • General description of the services requested • Scope of work: General volume [in words, pages, etc.] and approximate duration of time of the work [quarter, year, continous] |
Key Contacts - Organized in Groups
Work progresses more smoothly when you know who the stakeholders to the work are and how to contact them. Identify as many stakeholders to avoid losing momentum when people are not available.
Primary Point of Contact
| Parameter key | Parameter value |
|---|---|
| Name | —– |
| Role | Job title / Department or branch in which the person works |
| Organization | —– |
| —– | |
| Phone number | Include the international dialing code.3 |
| Location / Timezone | To better facilitate communication |
| Communication preferences | Preferred method and time of contact |
| When to contact | At what points in the work or for what types of issues should the person be contacted? |
| Reviewer | Is the representative a client reviewer who has final approval over a particular aspect of the work?4 |
| Additional notes | Such as their messaging handles, or who is their backup |
Quality Management / Translators / Engineers / Etcetera
| Parameter key | Parameter value |
|---|---|
| Name | —– |
| Role | —– |
| Organization | —– |
| —– | |
| Etcetera | —– |
Notes
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A website URL that begins with https is secure, while a website URL that begins with http is not secure. See http vs. https via Snopes.com. ↩
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Vertical is a synonym for subject field, subject matter, domain, discipline, etc. ↩
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See National Numbering Plans of the International Telecommunication Union for a list of international dialing codes. ↩
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Identifying if client reviews will take place in localization production is an important aspect of scope management. Establish who the client reviewers are within an organization, if any, to avoid surprise reviews that contribute to rework and increase costs and timelines on projects. It is recommended to get client approval over: terminology, translations, and localization. ↩