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How to Plan For and
Manage a Successful
Web Redesign Project
         Matt Herzberger
  Director of Web Communications
  Florida International University
After this, you will…
Have a working knowledge of how to carry
 out a redesign process

Know how to communicate and reach
 agreement with stakeholders

Know the right way to get a premier site -
 not only in design but in function as well

                                              2
Why We Redesign?
—  Why?	
  

—  Shifting	
  strategic	
  priorities	
  

—  Technology	
  is	
  ever-­‐changing	
  

—  Previous	
  redesigns	
  were	
  done	
  without	
  planning	
  

	
  



                                                                       3
How Do We Redesign?
—  How?	
  

—  On	
  average,	
  sites	
  are	
  redesigned	
  every	
  3	
  -­‐	
  5	
  years	
  

—  Don’t	
  design	
  simply	
  to	
  get	
  a	
  new	
  look	
  

—  Have	
  an	
  informed	
  and	
  strategic	
  redesign	
  that	
  aligns	
  with	
  
    your	
  institution	
  goals	
  

	
  


                                                                                           4
Let me give you a good example…
—  The	
  site	
  is	
  not	
  in	
  line	
  
    with	
  being	
  student-­‐
    centric.	
  	
  

—  IA	
  is	
  all	
  over	
  the	
  place	
  

—  Slow	
  code,	
  bad	
  
    techniques	
  

—  10	
  years	
  since	
  last	
  
    redesign	
  

                                                  5
Users talked, we listened

—  “Accessing	
  FIU	
  Mail	
  is	
  a	
  
    headache.	
  Isn’t	
  there	
  an	
  
    easier	
  way?”	
  

—  “The	
  information	
  about	
  life	
  
    on	
  campus	
  is	
  very	
  limited.”	
  	
  

—  “As	
  a	
  prospective	
  student,	
  it	
  
    is	
  necessary	
  to	
  know	
  which	
  
    campus	
  I	
  would	
  be	
  on	
  in	
  
    order	
  to	
  decide	
  if	
  this	
  is	
  the	
   .
    right	
  school	
  for	
  me.”	
  

                                                             6
Do as I say, not as I do!
—  NOTE:	
  A	
  redesign	
  is	
  fluid;	
  not	
  every	
  step	
  is	
  
    needed	
  

	
  

—  Don’t	
  be	
  lazy	
  and	
  don’t	
  disrespect	
  or	
  shortcut	
  
    the	
  process	
  



—  Client	
  needs	
  to	
  be	
  heavily	
  involved	
  in	
  the	
  process	
  

                                                                                     7
Discover, Research and
                Gather
—  Find	
  all	
  the	
  research	
  you	
  have	
  about	
  your	
  current	
  
    site	
  
   —  Feedback,	
  webmaster	
  emails,	
  analytics,	
  etc.	
  
   —  Ask	
  the	
  users	
  /	
  audience	
  
    —  Focus	
  groups	
  




                                                                                    8
Review your peers




William	
  &	
  Mary	
                 Bates College
www.wm.edu	
                           www.bates.edu
	
  
•      Bold	
  imagery	
               •  Useful persistent footer
•      Big	
  Branding	
               •  Solid imagery
•      Focus	
  on	
  audiences’	
     •  Great interaction
       needs	
  
                                                                     9
Conduct Usability Tests [1]




    Youtube link
    http://www.youtube.com/watch?v=SFwU_rvMBaE




                                                 10
Create Personas [2]



 /tmp/PreviewPasteboardItems/fiu-personas
 (dragged).pdf




                                            11
The Website Strategy
—  Meet	
  with	
  stakeholders	
  to	
  get	
  
    their	
  goals;	
  make	
  them	
  
    measurable[3]	
  
—  Make	
  a	
  project	
  plan	
  (who	
  
    needs	
  to	
  be	
  at	
  the	
  table)	
  
—  Create	
  a	
  schedule	
  [4]	
  and	
  
    determine	
  the	
  budget	
  




                                                    12
Content Strategy & Information
                      Architecture
—  Create	
  a	
  content	
  
    inventory	
  [5]	
  
—  Test	
  the	
  IA	
  via	
  focus	
  
    groups,	
  card	
  sorts	
  [6]	
  
—  Make	
  it	
  obvious	
  who	
  is	
  
    responsible	
  for	
  content	
  
    and	
  how	
  long	
  it	
  takes	
  
—  Teach	
  them	
  how	
  to	
  write	
  
    for	
  the	
  web,	
  or	
  use	
  a	
  web	
  
    content	
  expert.	
  


                                                      13
Define : Card Sorting




 Card sorting
 http://www.youtube.com/watch?v=-89cj71-Vfg




                                              14
Build Wireframes
—  Wireframes	
  [7]	
  are	
  
    simple	
  tools	
  for	
  showing	
  
    page	
  structure	
  and	
  
    content	
  requirements	
  
—  This	
  is	
  where	
  you	
  	
  get	
  
    stakeholder	
  buy-­‐in	
  on	
  
    the	
  layout.	
  




                                                15
Design and Mockup the Site

— NOTE:	
  If	
  you	
  are	
  
   starting	
  your	
  redesign	
  
   here,	
  then	
  you	
  are	
  
   doing	
  it	
  wrong!	
  
                                      16
Design and Mockup the Site
—  A	
  draft	
  or	
  visual	
  design,	
  
    a.k.a.	
  “comps,	
  
—  It	
  should	
  be	
  very	
  easy	
  
    because	
  it	
  is	
  just	
  a	
  high	
  
    fidelity	
  wireframes	
  
—  Get	
  feedback	
  and	
  get	
  
    sign	
  off	
  on	
  design	
  


                                                   17
Create and Program
                   Templates
—  Be	
  sure	
  to	
  consider	
  template	
  requirements	
  
   —  CMS,	
  Framework,	
  Flat	
  HTML,	
  Development,	
  Scripting	
  	
  
   —  Test,	
  test,	
  test	
  –	
  	
  
    —    optimize	
  code	
  [8]	
  
    —    SEO	
  [9]	
  
    —    accessibility	
  [10]	
  
    —    Add	
  your	
  analytics	
  [11]	
  




                                                                                  18
Migrate the Content
—  We	
  already	
  proofread,	
  revised	
  and	
  cleaned	
  all	
  the	
  content	
  

	
  

—  This	
  is	
  slow	
  and	
  boring,	
  but	
  be	
  sure	
  that	
  you	
  are	
  reviewing	
  
    the	
  content	
  and	
  are	
  consistent	
  in	
  the	
  flow	
  




                                                                                                       19
Test, Test, Test. Then
                     Cleanup
—  Test	
  code	
  validation	
  
—  Fix	
  bugs	
  
—  There	
  should	
  be	
  small	
  tweaks	
  only	
  at	
  this	
  point	
  
	
  
	
  
—  Get	
  final	
  sign	
  off	
  


                                                                                  20
Time to Go Live
—  Change	
  the	
  DNS	
  move	
  to	
  live	
  site	
  

—  Be	
  sure	
  to	
  remember	
  redirects	
  [12]	
  

—  Monitor	
  and	
  review	
  for	
  little	
  snafus	
  	
  

	
  

—  Notify	
  and	
  congratulate	
  the	
  client	
  as	
  well	
  as	
  anyone	
  else	
  
    who	
  needs	
  to	
  know	
  

—  HAVE	
  A	
  BEER!	
  


                                                                                               21
After the launch:
                 Train and Maintain
—  Train	
  the	
  team.	
  Show	
  contributors	
  how	
  to	
  create	
  pages	
  and	
  
    add	
  content	
  to	
  the	
  site.	
  

—  Provide	
  documentation	
  and	
  materials	
  




—  Maintain	
  your	
  work.	
  	
  




                                                                                               22
After the launch:
              Care for Your Website
—  NOTE	
  there	
  are	
  always	
  iterations	
  and	
  changes.	
  	
  

—  “A	
  website	
  much	
  like	
  a	
  child	
  -­‐	
  it	
  needs	
  our,	
  or	
  our	
  clients,	
  
    love	
  and	
  attention	
  on	
  a	
  daily	
  basis.”	
  

—  If	
  you	
  have	
  done	
  it	
  right,	
  you	
  should	
  have	
  a	
  framework	
  
    that	
  will	
  grow	
  with	
  your	
  needs	
  for	
  some	
  time	
  to	
  come	
  [13].	
  




                                                                                                             23
CONGRATULATIONS!
— You’ve	
  just	
  launched	
  a	
  website!	
  
	
  
— If	
  things	
  have	
  gone	
  as	
  planned,	
  you	
  
   won’t	
  need	
  to	
  revisit	
  this	
  process	
  
   as	
  a	
  whole	
  for	
  years	
  to	
  come.	
  	
  

                                                               24
Checklist
—  Discover,	
  Research	
  and	
  Gather	
  

—  Define	
  a	
  Site	
  Strategy	
  

—  Form	
  a	
  Content	
  Strategy	
  and	
  Information	
  Architecture	
  

—  Build	
  Wireframes	
  

—  Design	
  and	
  Mockup	
  the	
  Site	
  

—  Create	
  and	
  Program	
  Templates	
  

—  Migrate	
  the	
  Content	
  

—  Test,	
  Test,	
  Test.	
  Then	
  Cleanup	
  

—  Launch	
  the	
  Site	
  

—  Train	
  and	
  Maintain	
  

—  Repeat	
  

                                                                                 25
Resources
—  [1]	
   	
  Usability	
  Testing	
  -­‐	
  http://slidesha.re/hee-­‐usability	
  

—  [2]	
   	
  Personas	
  -­‐	
  http://bit.ly/hee-­‐personas	
  

—  [3]	
   	
  Client	
  survey	
  -­‐	
  http://bit.ly/hee-­‐client-­‐survey	
  

—  [4]	
   	
  Timeline	
  -­‐	
  http://bit.ly/hee-­‐timeline	
  

—  [5]	
   	
  Content	
  Inventory	
  -­‐	
  http://bit.ly/hee-­‐content-­‐inventory	
  

—  [6]	
   	
  Card	
  sort	
  -­‐	
  http://bit.ly/hee-­‐card-­‐sort	
  

—  [7]	
   	
  Wireframes	
  -­‐	
  http://bit.ly/hee-­‐wireframes	
  

—  [8]	
   	
  Optimize	
  code	
  -­‐	
  http://yhoo.it/hee-­‐optimize	
  
                                                                                             26
Resources
—  [9]	
   	
  SEO	
  -­‐	
  http://bit.ly/hee-­‐seo	
  

—  [10]	
  	
  Accessibility	
  –	
  http://bit.ly/hee-­‐accessbility	
  

—  [11]	
  	
  Analytics	
  -­‐	
  http://bit.ly/hee-­‐analytics	
  

—  [12]	
   	
  Redirects	
  -­‐	
  http://bit.ly/hee-­‐redirects	
  

—  [13]	
   	
  Realign	
  -­‐	
  http://bit.ly/f3ZR9O	
  




                                                                             27
Questions
Contact Me: mherzber@fiu.edu 7-0094

Web Communications: http://webcomm.fiu.edu


                        	
  
             Get	
  the	
  slides	
  at	
  
      http://go.fiu.edu/redesignfiu	
  
                        	
  
                                              28

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How to Plan For and Manage a Successful Web Redesign Project

  • 1. How to Plan For and Manage a Successful Web Redesign Project Matt Herzberger Director of Web Communications Florida International University
  • 2. After this, you will… Have a working knowledge of how to carry out a redesign process Know how to communicate and reach agreement with stakeholders Know the right way to get a premier site - not only in design but in function as well 2
  • 3. Why We Redesign? —  Why?   —  Shifting  strategic  priorities   —  Technology  is  ever-­‐changing   —  Previous  redesigns  were  done  without  planning     3
  • 4. How Do We Redesign? —  How?   —  On  average,  sites  are  redesigned  every  3  -­‐  5  years   —  Don’t  design  simply  to  get  a  new  look   —  Have  an  informed  and  strategic  redesign  that  aligns  with   your  institution  goals     4
  • 5. Let me give you a good example… —  The  site  is  not  in  line   with  being  student-­‐ centric.     —  IA  is  all  over  the  place   —  Slow  code,  bad   techniques   —  10  years  since  last   redesign   5
  • 6. Users talked, we listened —  “Accessing  FIU  Mail  is  a   headache.  Isn’t  there  an   easier  way?”   —  “The  information  about  life   on  campus  is  very  limited.”     —  “As  a  prospective  student,  it   is  necessary  to  know  which   campus  I  would  be  on  in   order  to  decide  if  this  is  the   . right  school  for  me.”   6
  • 7. Do as I say, not as I do! —  NOTE:  A  redesign  is  fluid;  not  every  step  is   needed     —  Don’t  be  lazy  and  don’t  disrespect  or  shortcut   the  process   —  Client  needs  to  be  heavily  involved  in  the  process   7
  • 8. Discover, Research and Gather —  Find  all  the  research  you  have  about  your  current   site   —  Feedback,  webmaster  emails,  analytics,  etc.   —  Ask  the  users  /  audience   —  Focus  groups   8
  • 9. Review your peers William  &  Mary   Bates College www.wm.edu   www.bates.edu   •  Bold  imagery   •  Useful persistent footer •  Big  Branding   •  Solid imagery •  Focus  on  audiences’   •  Great interaction needs   9
  • 10. Conduct Usability Tests [1] Youtube link http://www.youtube.com/watch?v=SFwU_rvMBaE 10
  • 11. Create Personas [2] /tmp/PreviewPasteboardItems/fiu-personas (dragged).pdf 11
  • 12. The Website Strategy —  Meet  with  stakeholders  to  get   their  goals;  make  them   measurable[3]   —  Make  a  project  plan  (who   needs  to  be  at  the  table)   —  Create  a  schedule  [4]  and   determine  the  budget   12
  • 13. Content Strategy & Information Architecture —  Create  a  content   inventory  [5]   —  Test  the  IA  via  focus   groups,  card  sorts  [6]   —  Make  it  obvious  who  is   responsible  for  content   and  how  long  it  takes   —  Teach  them  how  to  write   for  the  web,  or  use  a  web   content  expert.   13
  • 14. Define : Card Sorting Card sorting http://www.youtube.com/watch?v=-89cj71-Vfg 14
  • 15. Build Wireframes —  Wireframes  [7]  are   simple  tools  for  showing   page  structure  and   content  requirements   —  This  is  where  you    get   stakeholder  buy-­‐in  on   the  layout.   15
  • 16. Design and Mockup the Site — NOTE:  If  you  are   starting  your  redesign   here,  then  you  are   doing  it  wrong!   16
  • 17. Design and Mockup the Site —  A  draft  or  visual  design,   a.k.a.  “comps,   —  It  should  be  very  easy   because  it  is  just  a  high   fidelity  wireframes   —  Get  feedback  and  get   sign  off  on  design   17
  • 18. Create and Program Templates —  Be  sure  to  consider  template  requirements   —  CMS,  Framework,  Flat  HTML,  Development,  Scripting     —  Test,  test,  test  –     —  optimize  code  [8]   —  SEO  [9]   —  accessibility  [10]   —  Add  your  analytics  [11]   18
  • 19. Migrate the Content —  We  already  proofread,  revised  and  cleaned  all  the  content     —  This  is  slow  and  boring,  but  be  sure  that  you  are  reviewing   the  content  and  are  consistent  in  the  flow   19
  • 20. Test, Test, Test. Then Cleanup —  Test  code  validation   —  Fix  bugs   —  There  should  be  small  tweaks  only  at  this  point       —  Get  final  sign  off   20
  • 21. Time to Go Live —  Change  the  DNS  move  to  live  site   —  Be  sure  to  remember  redirects  [12]   —  Monitor  and  review  for  little  snafus       —  Notify  and  congratulate  the  client  as  well  as  anyone  else   who  needs  to  know   —  HAVE  A  BEER!   21
  • 22. After the launch: Train and Maintain —  Train  the  team.  Show  contributors  how  to  create  pages  and   add  content  to  the  site.   —  Provide  documentation  and  materials   —  Maintain  your  work.     22
  • 23. After the launch: Care for Your Website —  NOTE  there  are  always  iterations  and  changes.     —  “A  website  much  like  a  child  -­‐  it  needs  our,  or  our  clients,   love  and  attention  on  a  daily  basis.”   —  If  you  have  done  it  right,  you  should  have  a  framework   that  will  grow  with  your  needs  for  some  time  to  come  [13].   23
  • 24. CONGRATULATIONS! — You’ve  just  launched  a  website!     — If  things  have  gone  as  planned,  you   won’t  need  to  revisit  this  process   as  a  whole  for  years  to  come.     24
  • 25. Checklist —  Discover,  Research  and  Gather   —  Define  a  Site  Strategy   —  Form  a  Content  Strategy  and  Information  Architecture   —  Build  Wireframes   —  Design  and  Mockup  the  Site   —  Create  and  Program  Templates   —  Migrate  the  Content   —  Test,  Test,  Test.  Then  Cleanup   —  Launch  the  Site   —  Train  and  Maintain   —  Repeat   25
  • 26. Resources —  [1]    Usability  Testing  -­‐  http://slidesha.re/hee-­‐usability   —  [2]    Personas  -­‐  http://bit.ly/hee-­‐personas   —  [3]    Client  survey  -­‐  http://bit.ly/hee-­‐client-­‐survey   —  [4]    Timeline  -­‐  http://bit.ly/hee-­‐timeline   —  [5]    Content  Inventory  -­‐  http://bit.ly/hee-­‐content-­‐inventory   —  [6]    Card  sort  -­‐  http://bit.ly/hee-­‐card-­‐sort   —  [7]    Wireframes  -­‐  http://bit.ly/hee-­‐wireframes   —  [8]    Optimize  code  -­‐  http://yhoo.it/hee-­‐optimize   26
  • 27. Resources —  [9]    SEO  -­‐  http://bit.ly/hee-­‐seo   —  [10]    Accessibility  –  http://bit.ly/hee-­‐accessbility   —  [11]    Analytics  -­‐  http://bit.ly/hee-­‐analytics   —  [12]    Redirects  -­‐  http://bit.ly/hee-­‐redirects   —  [13]    Realign  -­‐  http://bit.ly/f3ZR9O   27
  • 28. Questions Contact Me: mherzber@fiu.edu 7-0094 Web Communications: http://webcomm.fiu.edu   Get  the  slides  at   http://go.fiu.edu/redesignfiu     28