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Designing a Custom WordPress Theme - Working with a Designer

Posted: 16 May 2009 07:38 AM PDT

Today, Amir Helzer from WPML (WordPress Multilingual) shares his experience building a custom WordPress theme.

When you’re designing your blog all sorts of options are open to you - starting with a free theme (that you can later edit), through a premium customizable theme (like Thesis or Revolution2) and ending with a custom theme, created just for your site.

In January, Web Designer Matt Brett talked here about how to redesign a blog (and part 2). These posts covered the design goals, functionality and implementation. I’d like to talk about the process of working with the designer - the person who’s going to create your theme.

If you’re thinking about getting a custom theme, following these steps can make the process shorter, more productive and more enjoyable for both you and the designer.

1) State what you need and define the scope of the work

We’ll start with a list of everything that we need from this design:

A WordPress theme - sounds obvious, but you don’t want the designer to supply you just the PSD files, or a HTML file that you can turn into a theme yourself, right? Specify which version of WordPress you’re going to use it with.

Logo - a professionally designed logo can be expensive by itself, so make sure it’s included. When you ask for a logo, remember that you’ll also want to use it in printed material (like business cards or in magazines). This means asking for a high resolution version of your logo with transparent background.

Copyright - make sure it’s crystal clear that you have full copyright and exclusivity. This implies that the designer cannot use anything that violates the rights of others.

The discussion about copyright should clearly mention back-links. Web designers often give away free themes in exchange for credit links. If you want to link back to your designer’s site, that’s great, but you should decide that. You can instruct the designer to get your approval for any outgoing link placed in the theme.

Testing - ask the designers to supply a preview of your theme on their server. Normally, you can’t test their work on your live site. You might need to supply contents for this, or just do with the standard Lorem Ipsum.

2) WordPress theme basics - which elements to ask for

WordPress is evolving and theme design is more than just putting HTML in pages. You need to specify what kind of functionality you expect to get from your website.

List everything that you know you need. Here is what I told my designer when we started:

My design should include:

Front page

‘Regular’ internal pages - for general purpose texts.

‘Features’ internal pages - these pages should have a unique template that lets me highlight special features.

Posts (with threaded comments)

Category pages

Search

The design should have site-wide navigation including top tabs with drop-down menus, breadcrumbs trail navigation and context-dependent sidebar navigation. There should also be room reserved for the language switcher (inside the header).

The sidebar should be widget ready. Comments in posts and pages must support threading. Every page in the website must be HTML clean (pass HTML validation).

This list doesn’t tell the designer how I want the site to look, it just lists which things I need. Since she was doing a redesign for an existing site, I didn’t need to explain much about the contents for each page. If you’re getting a theme for a new site, there’s more explaining to do.

3) Prototypes come before the design

Even though you’ve chosen great designers, they’re not mind-readers. Ask the designer to provide prototypes before building any HTML or coding the theme. This way, you can approve the design concept before too much work has been put into it.

A prototype is normally delivered as an image (JPEG or PNG). During your work on the prototype, you need to take care of all the design issues. This includes the color scheme, look and feel, layout and content arrangement.

When you’ve accepted the prototype, know that this is how your site will appear. There’s not much room for design changes later on in the process. The designer’s job changes from design to implementation.

4) Payment and delivery terms

Last, but not least, before the project kicks off, you should agree on both payment and delivery terms.

Design work is not like building a railroad. You can’t pay per mile. However, there are some checkpoint on the way:

Prototype / wireframe design
Working draft
Completed and polished design

Both you and the designer would feel better if payment is split per delivery. You can make an initial payment, release payment when each milestone is met and the final payment is left for when the work completes and is fully reviewed.

Ready to begin your custom theme design? Here’s a quick checklist of what we talked about:

Project overview
Detailed scope of work
Payment and delivery terms

In the next part of this post (tomorrow), we’ll talk about how to help the design go smoothly and make sure you’re getting everything you asked for.

This post was written by Amir Helzer, founder of WPML, a mega-plugin that aims to turn WordPress into a fully featured multilingual content management system.

Post from: Blog Tips at ProBlogger.

Designing a Custom WordPress Theme - Working with a Designer