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Get Started on the Right Foot! Steps organizations can take
before rebuilding their website.
Project Success
Com
mun
icat
ion
Your First Steps
1 Build Your Project Team
2 Define Your Needs
3 Identify Potential Partners
4 Close The Deal
5 Manage Potential Risk
Build Your Project Team
Build Your Project Team
Effective size
Time – and lots of it!
Prioritize the big picture
Strong leader
Assign roles
Assign Roles
PM
Top Dog
Org. Liaison
NO Person
Content Lead
Content Team
Brand Lead
QA Testers
Technical Lead
Define Your Needs
Goals
Begin working together
Stakeholders on the same page
Project goals articulated (on paper)
Resource needs identified
Immediate tasks discovered
Define Your Needs
Who is your organization?
Why are you redesigning the site?
Who are you rebuilding the site for?
What do your users need to do?
What are your resource needs?
Identify Potential Partners
Goals
Ensure good talent reply to the RFP
Build relationships with potential partners
Flush out your project requirements further
Basic Criteria
Use “X” technology
Strong in “X” aspects of a site build
Located in your area (if important)
Work within “X” budget range
Available within “X” months
Find Your Candidates
Local user groups and camps
Drupal.org
Your competitors
Your business associates
Start the Conversations
Get feedback on your project
Learn more about the contractor
Request a mini-proposal
Close the Deal
Goals
Finalize requirements and post RFP
Select your partner
RFP Punchlist
Organization overview
Project goals and outcomes
List of your audiences
List of potential features
Sites with features your admire
RFP Punchlist
3rd party tools and integration points
Desired timeline and budget
Your project team
RFP response requirements
How to ask questions
Select Your Partner
Technology chops confirmed
Previous work shines
Culture matches yours
Process meets your needs
References check out
Manage Potential Risk
Goals
Agree upon guiding project priority – budget, scope, or timeline
Remove ambiguity on big ticket items
Finalize contract details
Chose Your Triangle
COST TIME
SCOPE
QUALITY
Big Ticket Items
Analytics
Big Ticket Items
Newsletters
Analytics
Big Ticket Items
Newsletters
Event Registration
Analytics
Big Ticket Items
Newsletters
Online Donations
Event Registration
Social Media
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Social Media
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Social Media
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Mobile
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Mobile
User Login Capabilities
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Mobile
User Login Capabilities
Workflow & Permissions
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Mobile
User Login Capabilities
Workflow & Permissions
3rd Party Integrations
Analytics
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Mobile
User Login Capabilities
Workflow & Permissions
3rd Party Integrations
Analytics Analytics & Reporting
Big Ticket Items
Newsletters
E-commerce
Online Donations
Event Registration
Mapping
Data Migration
Social Media
Social Media
Mobile
User Login Capabilities
Workflow & Permissions
3rd Party Integrations
Analytics Analytics & Reporting
WTF
Content
Gather team and assign roles
What resources are available?
Determine the plan for the redesign - who is doing what
Become a expert on your own content
Content
Determine value of individual content items
Discuss the data migration
Create long-term creation and maintenance plan
Learn More!
Newsletter
What is the purpose of this communication?
How many, how often, and to who?
How much content will come from the site?
What level of automation is needed?
Social Media
What are you trying to achieve?
Who are you trying to reach?
What channel best serves these needs and your audience?
What resources are available?
Social Media
Create your content plan
How will social media integrate with your new website?
Become a mini-social media expert
Resources
The Epic List of Content Strategy Resources by Jonathon Colman
jonathoncolman.org/2013/02/04/content-strategy-resources
Rules of Engagement: Content Strategy for Social Media by C. C. Holland
confabevents.com/downloads/slides/minneapolis-2013/Confab-Minneapolis-2013-Holland.pdf
Let’s Recap
1 Build Your Project Team
2 Define Your Needs
3 Identify Potential Partners
4 Close the Deal
5 Manage Potential Risk
Ready to Start! Any Questions?
