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What to Expect  When You're Expecting...

What to Expect  When You're Expecting. ...a Website. Two website doctors diagnose the gestation period of one penguin's organization ’ s website, one tweet at a time. Dr. Ryan Ozimek @cozimek CEO, PICnet. Dr. Tim Forbes @ timothyforbes Vice President of Products & Marketing.

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What to Expect  When You're Expecting...

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  1. What to Expect  When You're Expecting... ...a Website

  2. Two website doctors diagnose the gestation period of one penguin's organization’s website, one tweet at a time Dr. Ryan Ozimek @cozimek CEO, PICnet Dr. Tim Forbes @timothyforbes Vice President of Products & Marketing Phil Penn Gwynn Online Communications Director / Bookkeeper / Database Administrator / Webmaster / Video Blogger Someorg.org

  3. The Beginning Someorg  Someorg.org We're a small D.C. non-profit in need of a new website as well as a staff person to manage that website Somephil  Phil Penn Gwynn Promoted from Intern @Someorg.org to Webmaster today when org learned that I am only one with Facebook account, assuming that makes me most technically savvy Somephil  Phil Penn Gwynn In charge of new web project. Blimy! Where to start?!?

  4. What to Expect: Phases of a Project • Internal Planning • Discovery • Design • Development • Content Population • Quality Assurance • Launch • Support

  5. Prognosis: Internal Planning • Clarify site goals • Identify audiences • Inventory current site • Identify development firm and execute contract

  6. The Story: Internal Planning Foo-Foo  Ms. Piggy, Executive Director @SomePhil Remember, we are a consensus-driven organization. Everyone on staff needs to be involved in discussions and decisions about the site - and the board, too! Good luck!

  7. The Diagnosis: Internal Planning DrForbes  Tim Forbes a) Identify project participants and define roles early in the process b) Clarify specific decision points participants will be involved in c) Identify internal project manager who will serve as main point of contact with development firm

  8. The Story: Internal Planning SciRulz  Bunson Honeydew, Marketing Director @SomePhil I haven't looked at the site in months and don't know what content is there but I know it's not what we want at all!

  9. The Diagnosis: Internal Planning DrOz  Ryan Ozimek Do your homework ahead of time. As much as possible, identify your audiences and their needs and inventory your current site.

  10. The Story: Internal Planning NotEasyGreen  Kermit the Frog, Board President @SomePhil We need a forum on the site!

  11. The Diagnosis: Internal Planning DrForbes  Tim Forbes a) In internal conversations, focus on OUTCOMES rather than specific tools b) Three little letters to drive all internal website discussions: W-H-Y-?

  12. Prognosis: Discovery • Development firm learns about your organization • Development firm understands your audience • Draft and finalize site map that defines overall site navigation and functions as a checklist for content to be written • Draft and finalize wirefame that identifies key elements on pages

  13. The Story: Discovery Foo-Foo  Ms. Piggy, Executive Director @SomePhil All five staff and board members completed the design and discovery questionnaire the firm sent, yielding seven different opinions! The more the better, right? LOL

  14. The Diagnosis: Discovery DrOz  Ryan Ozimek Clarify goals and priorities for the site so you can speak with one voice as an organization to your development firm

  15. The Story: Discovery NotEasyGreen  Kermit the Frog, Board President @SomePhilIt is important to demonstrate our commitment to our Spanish-speaking clients. The whole site needs to be in Spanish as well as English.

  16. The Diagnosis: Discovery DrForbes  Tim Forbes Assess your internal capabilities for maintaining the site and account for this in the discovery process

  17. Prognosis: Design • Draft design mockups • Revise mockups, based on feedback • Finalize design mockups

  18. The Story: Design SciRulz  Bunson Honeydew, Marketing Director @SomePhil I don’t care how hard it will be to update. We need to have GREAT design that’s really eye catching with a lot of images and catchy stuff unique to each page. We can hire someone with advanced HTML experience to update later on, if we need to. We can’t let that hold back a great design!

  19. The Diagnosis: Design DrOz  Ryan Ozimek a) Discuss balance of design complexity vs. ease of updating with your developer b) Plan for the staff you have, not for the staff you might get

  20. The Story: Design Foo-Foo  Ms. Piggy, Executive Director @SomePhil I want the Apple.com site design! It's great!

  21. The Diagnosis: Design DrForbes  Tim Forbes Aim for a design that supports your organization’s mission and content

  22. The Story: Design NotEasyGreen  Kermit the Frog, Board President @SomePhilWe’re not happy with the design. Can the designer make it more beautiful? It should be more outside of the box, too.

  23. The Diagnosis: Design DrOz  Ryan Ozimek Be as specific as you can when giving feedback to your development firm

  24. The Story: Design SciRulz  Bunson Honeydew, Marketing Director @SomePhil We’re doing a complete rebranding effort with a communications firm that is providing pro bono work. That won’t affect the website redesign process, right?

  25. The Diagnosis: Design DrForbes  Tim Forbes Be aware of the larger organizational context and communicate that to your firm, as appropriate

  26. Prognosis: Development • Create development site • Build site structure, as per approved site map and wireframe • Develop template for site based on finalized design mockup • Content creation, gathering and editing • Search engine optimization • Custom development coding

  27. The Story: Development WakaWaka  Fozzie Bear, Project Manager @SomePhil Great news! We’ve finished the design mockups based and gone ahead and templated the site. I know this will be the first time you’ve seen any of the design work but it should be exactly what you wanted. We’ll be ready to launch soon!

  28. The Diagnosis: Development DrOz  Ryan Ozimek Clarify the review and sign off process for the phases of the project with your firm.

  29. The Story: Development Foo-Foo  Ms. Piggy, Executive Director @SomePhil I just saw the site design for the first time. This is all wrong! This will not work! It MUST be redone.

  30. The Diagnosis: Development DrForbes  Tim Forbes Get organizational buy in and involvement from key stakeholders and decision makers for major decision points.

  31. The Story: Development NotEasyGreen  Kermit the Frog, Board President @SomePhilHey, we need a searchable map of all of the meal service locations in the Washington D.C. area - and an integrated shopping cart. A friend’s organization has a site with those things and they said they were easy. Let’s add that! But we need to keep the same launch date!

  32. The Diagnosis: Development DrOz  Ryan Ozimek a) More functionality means more time and more money b) Phased projects can be successful projects

  33. Prognosis: Content Population • Conduct training on content management system • Upload content to development site

  34. The Story: Content Population Foo-Foo  Ms. Piggy, Executive Director @SomePhil It's been a month since our training. When will the development firm be done populating our content so we can launch?

  35. The Diagnosis: Content Population DrOz  Ryan Ozimek Clarify role and responsibilities for content population with your development firm.

  36. Prognosis: Quality Assurance • Review design • Test functionality • Prioritize and fix bugs • Conduct final check

  37. The Story: Quality Assurance WakaWaka  Fozzie Bear, Project Manager @SomePhil The site’s all done. Our guys just finished coding before lunch! Let’s launch at the end of the day, okay?

  38. The Diagnosis: Quality Assurance DrForbes  Tim Forbes Participate in the quality assurance and testing process.

  39. Prognosis: Launch • Coordinate timing of launch • Launch site

  40. The Story: Launch SciRulz  Bunson Honeydew, Marketing Director @SomePhil I know I haven’t finished updating those pages you asked about and that I’ve been ignoring calls and emails from our Project Manager at the development firm but we need to launch soon. Like, today by 3 pm. We’ve got a big press conference at 4 pm and we need the new site up.

  41. The Diagnosis: Launch DrOz  Ryan Ozimek a) Manage internal expectations and timeline b) Keep in touch with your web development firm - even if it’s to say you have nothing new to report

  42. The Story: Launch Foo-Foo  Ms. Piggy, Executive Director @SomePhil Great to hear that site is up! Now, where do I login to access our new email for the site. My sister sent me a couple of congratulatory emails using our new domain name and I want to respond. All websites come with email, right?

  43. The Diagnosis: Launch DrForbes  Tim Forbes a) Understand how your website relates to other services your organization has b) Don’t assume something not committed to in the contract

  44. Prognosis: Support • Host and monitor site • Respond to questions and issues • Provide a knowledge base for self-learning • Update code, as needed

  45. The Story: Support WakaWaka  Fozzie Bear, Project Manager @SomePhil Update content? Oh, I’m sorry but you’re not able to make those text changes to the About Us page. We do that on ours as your web services provider. That will take one to two weeks once you send us the text and we charge $150 per page. Uploading the image you mentioned will be extra.

  46. The Diagnosis: Support DrOz  Ryan Ozimek Understand the capabilities and limitations of your new website and the nature of the support relationship with your firm, if there is one.

  47. The Story: Support...4 mos later BeatDrum  Animal, Marketing Manager @SomePhil Thanks for warm welcome to the new job! It looks like our website could use some updating. I’ve got some great ideas for that. I think we need a complete overhaul. Let’s talk!

  48. The Diagnosis: Support...4 mos later DrForbes  Tim Forbes Choose a firm that will be around in the long run and who can help your website grow with the changing needs of your organization.

  49. Recap: the 8 phases • DrOz  Ryan Ozimek • Internal Planning • Discovery • Design • Development • Content Population • Quality Assurance • Launch • Support

  50. Recap: budget-busting warning signs • DrForbes  Tim Forbes • If you see any of these coming your way, be prepared to deflect to avoid an increasing budget. Prevent by planning ahead and communicating to your teammates. • A growing functionality request list • Late feedback from key stakeholders • The word “rebrand” at any time during the project • Last minute dash for content migration

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