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    What to ExpectWhen You're Expecting...

    ...a Website

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    Two website doctors diagnose the

    gestation period of one penguin'sorganizations website, one tweet at atime

    Dr. Ryan Ozimek @cozimekCEO, PICnet

    Dr. Tim Forbes @timothyforbesVice President of Products & MarketingPhil Penn GwynnOnline Communications Director / Bookkeeper / Database

    Administrator / Webmaster / Video BloggerSomeorg.org

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    The Beginning

    Someorg Someorg.orgWe're a small D.C. non-profit in need of a new website aswell as a staff person to manage that website

    Somephil Phil Penn Gwynn

    Promoted from Intern @Someorg.org to Webmaster todaywhen org learned that I am only one with Facebookaccount, assuming that makes me most technically savvy

    Somephil Phil Penn Gwynn

    In charge of new web project. Blimy! Where to start?!?

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    What to Expect: Phases of a Project

    1. Internal Planning2. Discovery3. Design4. Development5. Content Population

    6. Quality Assurance7. Launch8. Support

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    Prognosis: Internal Planning

    1. Clarify site goals2. Identify audiences3. Inventory current site4. Identify development firm and execute contract

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    The Story: Internal Planning

    Foo-Foo Ms. Piggy, Executive Director@SomePhil Remember, we are a consensus-drivenorganization. Everyone on staff needs to be involved

    in discussions and decisions about the site - and theboard, too! Good luck!

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    The Diagnosis: Internal Planning

    DrForbes Tim Forbesa) Identify project participants and define roles early

    in the processb) Clarify specific decision points participants will beinvolved inc) Identify internal project manager who will serve asmain point of contact with development firm

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    The Story: Internal Planning

    SciRulz Bunson Honeydew, Marketing Director@SomePhil I haven't looked at the site in monthsand don't know what content is there but I know it's

    not what we want at all!

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    The Diagnosis: Internal Planning

    DrOz Ryan OzimekDo your homework ahead of time. As much aspossible, identify your audiences and their needs

    and inventory your current site.

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    The Story: Internal Planning

    NotEasyGreen Kermit the Frog, Board President@SomePhil We need a forum on the site!

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    The Diagnosis: Internal Planning

    DrForbes Tim Forbesa) In internal conversations, focus on OUTCOMES

    rather than specific toolsb) Three little letters to drive all internal websitediscussions: W-H-Y-?

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    Prognosis: Discovery

    1. Development firm learns about your organization2. Development firm understands your audience3. Draft and finalize site map that defines overall site

    navigation and functions as a checklist for contentto be written

    4. Draft and finalize wirefame that identifies keyelements on pages

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    The Story: Discovery

    Foo-Foo Ms. Piggy, Executive Director@SomePhil All five staff and board memberscompleted the design and discovery questionnaire

    the firm sent, yielding seven different opinions! Themore the better, right? LOL

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    The Diagnosis: Discovery

    DrOz Ryan OzimekClarify goals and priorities for the site so you canspeak with one voice as an organization to your

    development firm

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    The Story: Discovery

    NotEasyGreen Kermit the Frog, Board President@SomePhilIt is important to demonstrate ourcommitment to our Spanish-speaking clients. The

    whole site needs to be in Spanish as well as English.

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    The Diagnosis: Discovery

    DrForbes Tim ForbesAssess your internal capabilities for maintaining thesite and account for this in the discovery process

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    Prognosis: Design

    1. Draft design mockups2. Revise mockups, based on feedback3. Finalize design mockups

    Th St D i

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    The Story: Design

    SciRulz Bunson Honeydew, Marketing Director@SomePhil I dont care how hard it will be toupdate. We need to have GREAT design thats

    really eye catching with a lot of images and catchystuff unique to each page. We can hire someonewith advanced HTML experience to update later on,if we need to. We cant let that hold back a greatdesign!

    Th Di i D i

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    The Diagnosis: Design

    DrOz Ryan Ozimeka) Discuss balance of design complexity vs. ease of

    updating with your developer

    b) Plan for the staff you have, not for the staff youmight get

    Th St D i

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    The Story: Design

    Foo-Foo Ms. Piggy, Executive Director@SomePhil I want the Apple.com site design! It'sgreat!

    Th Di i D i

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    The Diagnosis: Design

    DrForbes Tim ForbesAim for a design that supports your organizationsmission and content

    Th St D i

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    The Story: Design

    NotEasyGreen Kermit the Frog, Board President@SomePhilWere not happy with the design. Canthe designer make it more beautiful? It should be

    more outside of the box, too.

    The Diagnosis Design

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    The Diagnosis: Design

    DrOz Ryan OzimekBe as specific as you can when giving feedback toyour development firm

    The Story: Design

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    The Story: Design

    SciRulz Bunson Honeydew, Marketing Director@SomePhil Were doing a complete rebrandingeffort with a communications firm that is providing

    pro bono work. That won

    t affect the websiteredesign process, right?

    The Diagnosis: Design

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    The Diagnosis: Design

    DrForbes Tim ForbesBe aware of the larger organizational context andcommunicate that to your firm, as appropriate

    Prognosis: Development

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    Prognosis: Development

    1. Create development site2. Build site structure, as per approved site map and

    wireframe3. Develop template for site based on finalized

    design mockup

    4. Content creation, gathering and editing5. Search engine optimization6. Custom development coding

    The Story: Development

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    The Story: Development

    WakaWaka Fozzie Bear, Project Manager@SomePhil Great news! Weve finished the designmockups based and gone ahead and templated the

    site. I know this will be the first time you

    ve seen anyof the design work but it should be exactly what youwanted. Well be ready to launch soon!

    The Diagnosis: Development

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    The Diagnosis: Development

    DrOz Ryan OzimekClarify the review and sign off process for thephases of the project with your firm.

    The Story: Development

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    The Story: Development

    Foo-Foo Ms. Piggy, Executive Director@SomePhil I just saw the site design for the firsttime. This is all wrong! This will not work! It MUST be

    redone.

    The Diagnosis: Development

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    The Diagnosis: Development

    DrForbes Tim ForbesGet organizational buy in and involvement from keystakeholders and decision makers for major decisionpoints.

    The Story: Development

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    The Story: Development

    NotEasyGreen Kermit the Frog, Board President@SomePhilHey, we need a searchable map of allof the meal service locations in the Washington D.C.area - and an integrated shopping cart. A friendsorganization has a site with those things and theysaid they were easy. Lets add that! But we need tokeep the same launch date!

    The Diagnosis: Development

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    The Diagnosis: Development

    DrOz Ryan Ozimeka) More functionality means more time and moremoney

    b) Phased projects can be successful projects

    Prognosis: Content Population

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    Prognosis: Content Population

    1. Conduct training on content management system

    2. Upload content to development site

    The Story: Content Population

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    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 populatingour content so we can launch?

    The Diagnosis: Content Population

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    The Diagnosis: Content Population

    DrOz Ryan OzimekClarify role and responsibilities for contentpopulation with your development firm.

    Prognosis: Quality Assurance

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    Prognosis: Quality Assurance

    1. Review design

    2. Test functionality3. Prioritize and fix bugs4. Conduct final check

    The Story: Quality Assurance

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    The Story: Quality Assurance

    WakaWaka Fozzie Bear, Project Manager@SomePhil The sites all done. Our guys justfinished coding before lunch! Lets launch at the endof the day, okay?

    The Diagnosis: Quality Assurance

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    e ag os s Qua ty ssu a ce

    DrForbes Tim ForbesParticipate in the quality assurance and testingprocess.

    Prognosis: Launch

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    g

    1. Coordinate timing of launch

    2. Launch site

    The Story: Launch

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    y

    SciRulz Bunson Honeydew, Marketing Director@SomePhil I know I havent finished updating thosepages you asked about and that Ive been ignoringcalls and emails from our Project Manager at thedevelopment firm but we need to launch soon. Like,today by 3 pm. Weve got a big press conference at4 pm and we need the new site up.

    The Diagnosis: Launch

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    g

    DrOz Ryan Ozimeka) Manage internal expectations and timelineb) Keep in touch with your web development firm -even if its to say you have nothing new to report

    The Story: Launch

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    y

    Foo-Foo Ms. Piggy, Executive Director@SomePhil Great to hear that site is up! Now, wheredo I login to access our new email for the site. Mysister sent me a couple of congratulatory emailsusing our new domain name and I want to respond.All websites come with email, right?

    The Diagnosis: Launch

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    g

    DrForbes Tim Forbesa) Understand how your website relates to otherservices your organization hasb) Dont assume something not committed to in thecontract

    Prognosis: Support

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    1. Host and monitor site

    2. Respond to questions and issues3. Provide a knowledge base for self-learning4. Update code, as needed

    The Story: Support

    http://support.picnet.net/http://support.picnet.net/
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    WakaWaka Fozzie Bear, Project Manager@SomePhil Update content? Oh, Im sorry butyoure not able to make those text changes to theAbout Us page. We do that on ours as your webservices provider. That will take one to two weeksonce you send us the text and we charge $150 perpage. Uploading the image you mentioned will beextra.

    The Diagnosis: Support

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    DrOz Ryan OzimekUnderstand the capabilities and limitations of yournew website and the nature of the supportrelationship with your firm, if there is one.

    The Story: Support...4 mos later

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    BeatDrum Animal, Marketing Manager@SomePhil Thanks for warm welcome to the newjob! It looks like our website could use someupdating. Ive got some great ideas for that. I thinkwe need a complete overhaul. Lets talk!

    The Diagnosis: Support...4 mos later

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    DrForbes Tim ForbesChoose a firm that will be around in the long run andwho can help your website grow with the changingneeds of your organization.

    Recap: the 8 phases

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    DrOz Ryan Ozimek

    1. Internal Planning2. Discovery

    3. Design4. Development5. Content Population6. Quality Assurance

    7. Launch8. Support

    Recap: budget-busting warning signs

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    DrForbes Tim ForbesIf you see any of these coming your way, beprepared to deflect to avoid an increasing budget.

    Prevent by planning ahead and communicating toyour teammates.

    1. A growing functionality request list

    2. Late feedback from key stakeholders3. The word rebrand at any time during the project4. Last minute dash for content migration

    Recap: top 5 time intensive steps

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    DrOz Ryan Ozimek

    Dont get caught off-guard. Prepare ahead of time forthese labor intensive items.

    1. Stakeholder interviews2. Site architecture3. Design feedback

    4. Content creation5. Testing

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    Thanks! Questions and answers.

    Ryan Ozimek @cozimekCEO, PICnet

    Tim Forbes @timothyforbesVice President of Products & Marketing, PICnet

    www.picnet.netwww.nonprofitsoapbox.com