Client Information
Primary Contact
Organization
About the TWWG & Their Mission
Project Summary
Rachel reached out directly, call happened March 30, 2026. Scope confirmed. Pricing range established. Everything is ready to build the HTML proposal — we're just waiting on NAWM's grant wording so the dev/maintenance split can be structured correctly. Rachel expected to have an answer by end of week of April 6. Advisory board meeting likely that week.
Why They Came to Us
- No real web presence — buried on nawm.org, nothing they own
- Gmail address as their "contact" — looks amateur for a federally recognized group
- No place to host training resources, recorded modules, or event info
- No CMS — everything goes through NAWM, who are unresponsive
- Rachel personally motivated: her name isn't even on the existing page
What Success Looks Like
- Real standalone site the TWWG owns — not buried on NAWM's domain
- Training resources and video modules accessible to all member tribes
- Staff can update events, add resources, manage content themselves
- Travel reimbursement form that emails a designated address
- Searchable, SEO-visible — not invisible to Google
- Written into next grant cycle for long-term relationship
Financials
| Line Item | Notes | Amount |
|---|---|---|
| Website Development | Custom build — all confirmed scope (see Scope section). Jordan's target range. | $12,000–$14,000 |
| Branding / Logo | Separate line item — to be included if advisory board approves. Do NOT bundle by default. | TBD |
| Total Dev (Est.) | Grant has $7,600 allocated for "development" — will need to restructure grant split | ~$12,000–$14,000+ |
| Maintenance | Content updates, events, resource uploads, hosting mgmt, security, support. Billed quarterly. | $400–$500/mo |
| Maintenance (Quarterly) | What Rachel needs for her grant budget narrative (confirmed ballpark given April 1) | $1,200–$1,500/qtr |
| Maintenance (Annual) | Grant has $19,500 allocated for "maintenance" — annual rate well under that | $5,000–$6,000/yr |
| ⚠ Grant Dev Allocation | How the grant is currently written — likely misallocated. Needs to be restructured in proposal. | $7,600 |
| ⚠ Grant Maint. Allocation | Also likely misallocated. Both Jordan and Rachel agreed numbers seem backwards. | $19,500 |
Client Journey Timeline
Scope & Pages
Home / About
- Who the TWWG is, mission statement
- Member tribes overview
- Introduce the group to tribes, agencies, partners landing cold
- Community-driven tone, not corporate/government
Resources
- Two types: (1) external links to agencies, (2) downloadable internal PDFs
- Organized by state — each state's resources differ (wetland certs vary)
- External links confirmed: EPA, MN Board of Water and Soil, WI DNR, MPCA, Michigan EGLE
- Structure (state pages vs. filtered view) — still open, see Open Items
Events & Upcoming Workshops
- Upcoming virtual meetings + in-person training workshops
- Card layout per event — NOT a full calendar (Rachel confirmed: won't be many events)
- Typically 2 virtual meetings + 1 in-person per year
- Registration method still open — contact form or Eventbrite link (see Open Items)
Online Training Library
- Embed existing 2024 recorded video modules — organized by topic
- Accompanying PDF for each module
- Fully public — no login, no paywall
- 2 modules already exist from 2024 Wetland Vegetation ID Training series
- Live virtual trainings are NOT hosted here — site just links out to separate platform
Travel Reimbursement Forms
- Email submission only — no login, no dashboard, no tracking system needed
- Form submits and emails to a designated address
- Rachel confirmed this explicitly: keep it simple
Interactive Tribe Map
- Not discussed on the call — Jordan to flag as an option in the proposal
- NAWM has one on their site for reference
- Shows all 35 tribes in Region 5, highlights active members
- Good "wow factor" for the home page — community-driven feel
CMS Overview
Open Items — Needs Decision
| Item | Context | Recommended Approach |
|---|---|---|
| State pages vs. filtered resources | Rachel leaned toward individual pages per state. Structure needs to be thought through — nav/filtering approach TBD. | Propose state landing pages — cleaner UX, easier to link to, simpler for staff to manage per state. |
| Interactive tribe map | Not discussed on call. NAWM has one. Flag as an option. | Include as optional add-on. Strong visual for the home page. Shows all 35 tribes in Region 5. |
| Event registration method | Options: on-site contact form or link out to Eventbrite. Currently they email NAWM directly. Left open. | Propose on-site contact form by default — keeps it self-contained, no dependency on third-party platforms. |
| Registration email routing | Does each state route to a different contact email? Needs confirmation from Rachel. | Ask Rachel to confirm before building the form — this determines CMS structure for events. |
| Branding / logo | No existing logo or brand. Rachel will raise it at next admin meeting. Separate line item. | Include branding as a clearly optional add-on in the proposal. Do NOT bundle by default. |
| Photos | Unknown what exists. Rachel will try to source from NAWM or trainers. Stock fallback. | Ask Rachel to reach out to NAWM/trainers after approval. Budget stock photos as fallback in proposal. |
| Grant / contracting path | Grant says NAWM must create the website. Bid process may be required. Rachel meeting NAWM week of April 6. | Be ready to submit formal bid documentation if NAWM requires it. Signal willingness in every email. |
Content Needed from Client
Content Checklist
-
Branding / Logo DecisionPending Admin Meeting
No logo exists. Rachel raising at next admin meeting. Determines whether branding is added to scope. -
PhotosNot Started
Wetland scenes, tribe events, training workshops. Rachel will try to source from NAWM or trainers. Stock photos are the fallback. -
Recorded Training Modules (2024)Exists — Need Links
2 modules already exist from 2024 Wetland Vegetation ID Training series. Need embed links + accompanying PDFs. -
Member Tribe ListNot Started
Full list of 35 federally recognized tribes in Region 5. Active members (~20) identified separately. Needed for map and About page. -
State Resource LinksNot Started
External agency links per state (EPA, MN Board of Water and Soil, WI DNR, MPCA, Michigan EGLE + any others). Organized by state. -
Downloadable Resources (PDFs)Not Started
Internal documents, guides, reference materials to be hosted on the site. -
Upcoming Events / Meeting ScheduleNot Started
Virtual meeting dates + any in-person training workshops scheduled. Typically 2 virtual + 1 in-person/year. -
Registration Email RoutingOpen Question
Does each state have a different contact email for event registration? Determines form structure. -
About / Mission CopyNot Started
Rough description of TWWG, mission, origin story. Jordan will write the final copy — just need Rachel's raw input.
Technical Specifications
Stack
Key Technical Decisions
Design Direction
Project Timeline
Pre-Project — Clarity & Proposal
- Wait for Rachel's NAWM meeting (week of April 6)
- Determine path: direct contract vs. formal bid process
- Finalize proposal once grant structure is known
- Build and send HTML proposal with print stylesheet
- If bid: prepare whatever documentation NAWM requires
- Confirm branding decision from Rachel's admin meeting
Setup & Content Gathering
- Set up project repo, Vercel project, CMS project
- Confirm all open items (state pages vs. filter, registration email routing, etc.)
- Send formal content checklist to Rachel
- Rachel sources photos from NAWM + trainers
- Confirm tribe map is in or out of scope
- Finalize branding direction if add-on is approved
Design & Development
- Build home / about (community-driven design, PNW TWIG as reference)
- Build resources section (state pages or filtered — pending decision)
- Build events section with registration method
- Build training library with video embeds + PDFs
- Build travel reimbursement form (email submission)
- Tribe map (if approved) — interactive, Region 5
- Share live dev link throughout for Rachel's feedback
Content Integration & Refinement
- Populate real content as it arrives from Rachel
- Integrate photos (from NAWM sources or stock)
- Implement feedback from Rachel's reviews
- Accessibility + SEO pass
- Test travel reimbursement form email routing
Finalization & Launch
- Final review with Rachel (+ Mike Jones / advisory board if needed)
- Domain setup (TWWG gets their own domain — not on nawm.org)
- CMS training session with Rachel + any staff who'll update content
- Site goes live — final invoice to NAWM
- Post-launch check-in and maintenance relationship begins
Future Upsells & Next Grant
🗺️ Interactive Tribe Map
All 35 Region 5 tribes plotted, active members highlighted. Not discussed on call — flag as optional in proposal. Strong visual anchor for the home page that reinforces the community mission.
🎨 Branding / Logo
No existing logo or identity. Rachel raising with admin board. Already positioned as optional add-on. Natural first upsell if approved — don't bundle by default, but it's a clear need.
📅 Advanced Event System
Full calendar view, RSVP tracking, automated reminder emails. Currently scoped as a simple card list. Once the site proves its value, this is a natural next step if event volume grows.
🎓 Expanded Training Library
Currently 2 modules exist. As more trainings are recorded, the library grows. Structured by topic, searchable, filterable by tribe or region. Natural evolution of the existing library once content volume increases.
🌐 Multi-State Expansion
Site currently covers MI, WI, MN — active states. IN, OH, IL have no active participation yet. If the group expands, the site grows with it. Position ongoing maintenance to cover this as it happens.
📊 2027+ Grant — Full Scope
The big one. Rachel + supervisor writing it now. Jordan written in. Could include expanded training infrastructure, new state onboarding, site redesign, advanced features, full multi-year maintenance retainer. Nail this first project.
Notes & Observations
Rachel is sharp, decisive, and genuinely frustrated with the status quo. She came directly through the contact form without shopping around — specifically wanted a Midwest company. She's new to the co-lead role (started January 2026) and is personally motivated to build something real. Her exact words about the current nawm.org page: "pathetic" and "abysmal." Her name isn't even on it. That's the energy driving this. She's not waiting for permission to move — she's trying to get the grant bureaucracy out of the way so she can act.
The grant language says NAWM must build the site — not a third party. This is a bureaucratic headache, not a sign that Rachel is backing out. She's frustrated with it, not with us. The path forward is: (1) she meets NAWM next week to understand the bid/contracting process, (2) Jordan participates in whatever bid process is required. Expressed willingness clearly in the April 1 email — "I'm completely happy to participate in that." Don't oversell this. Just make it clear we'll do whatever the process requires.
Rachel responds fast (same day). She's direct, practical, and not technical. She doesn't need to understand how the CMS works — she needs to trust that it will work and that her staff can figure it out without calling Jordan. Lead her on structural decisions (state pages vs. filtered view, registration method) — she'll have opinions but she doesn't know what she doesn't know technically. Guide her to good decisions in the proposal rather than asking open-ended questions.
All communication goes through Rachel. She's the human point of contact throughout the project. Jordan can work directly with NAWM on financial/logistical side once the project is approved — but NAWM should be treated as the payer, not the client. The client is Rachel and the TWWG. NAWM is a bureaucratic bottleneck — be patient and professional with them, but stay close to Rachel as the real relationship.
Rachel mentioned the next grant cycle ($80K–$250K) unprompted, and then asked for a maintenance ballpark she could use in her budget narrative for it. She's already thinking about Jordan for the next one. The way to secure that is simple: do a great job on this project, stay in contact, and be easy to work with when the NAWM bureaucracy is being frustrating. Don't pitch the next grant — just do the work and let her advocate for us internally.