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Ask the Experts:

            Demystifying the
           Fundraising Website
            Redesign Process




SankyNet                         Tuesday, October 25, 2011
THE DMFA WEBSITE


SankyNet                      Tuesday, October 25, 2011
DMFA – Before




SankyNet           Tuesday, October 25, 2011
DMFA – After




SankyNet          Tuesday, October 25, 2011
BEFORE YOU BEGIN…


SankyNet                       Tuesday, October 25, 2011
Balancing needs

   • Identifying key website goals
           –   Mission-based
           –   Fundraising
           –   Brand awareness
           –   “Corporate” entity
           –   Media outreach
           –   National vs. local entities
   • Identifying key players at the organization




SankyNet                                           Tuesday, October 25, 2011
Who to engage to “do” the website?

  Question 1: Internal staff vs. External agency

  Question 2: Internal structure for executing project




SankyNet                                         Tuesday, October 25, 2011
Agency Selection

   Key considerations:
     – Marketing expertise
     – Fundraising expertise
     – SEO expertise
     – Organization knowledge
     – Strategy / content architecture team
     – Creative team
     – Technical team



SankyNet                                      Tuesday, October 25, 2011
THE PROCESS


SankyNet                 Tuesday, October 25, 2011
Web Design Process
           1

               Discovery
                           2
                               Strategic
                               Planning
                                           3
                                                 Creative
                                               (Graphic design
                                                  and copy)
                                                                 4
                                                                      Technical
                                                                     Development
                                                                               5
                                                                                    Quality
                                                                                   Assurance
                                                                                               6

                                                                                                   Analytics


SankyNet                                                                                           Tuesday, October 25, 2011
Timing

   Minimum 5 - 6 months… it is usually longer


   – Discovery & Strategic Planning  6 weeks
   – Creative  8 - 12 weeks
   – Technical Development  8 - 12 weeks
   – Quality Assurance  2 - 4 weeks
   – Analytics  Ongoing monitoring



SankyNet                                        Tuesday, October 25, 2011
Phase 1:

           DISCOVERY


SankyNet               Tuesday, October 25, 2011
Elements

   – Analytics
           – Data on traffic, keywords, demographics
           – Heat map studies
   – Survey to stakeholder groups
   – Key priorities, messages, audiences
   – Brand & content review




SankyNet                                               Tuesday, October 25, 2011
Heat Map Studies




SankyNet              Tuesday, October 25, 2011
Survey to Stakeholders




SankyNet                    Tuesday, October 25, 2011
Phase 2:

           STRATEGIC PLANNING


SankyNet                        Tuesday, October 25, 2011
Elements

   – Technical Review & Assessment
           • Host, Donation Processor, CMS, etc.
   – Site Architecture
   – Graphic Priorities: Homepage and Interior
   – SEO: Keyword Strategy




SankyNet                                           Tuesday, October 25, 2011
CMS Options




SankyNet         Tuesday, October 25, 2011
Site Architecture




SankyNet               Tuesday, October 25, 2011
Content Priority Diagram




SankyNet                      Tuesday, October 25, 2011
Phase 3:

           CREATIVE (DESIGN + COPY)


SankyNet                         Tuesday, October 25, 2011
Elements

   – Wireframe: homepage and interior pages
   – Black and white designs
   – Color design – Homepage
   – Interior and specialized pages
   – Copy development process
   – SEO: Integration in copydeck




SankyNet                                      Tuesday, October 25, 2011
Content Priority Diagram




SankyNet                      Tuesday, October 25, 2011
Wireframe




SankyNet       Tuesday, October 25, 2011
Black & White  Full Color
    Black & White       Full Color




SankyNet                             Tuesday, October 25, 2011
Homepage




SankyNet      Tuesday, October 25, 2011
Interior Page




SankyNet           Tuesday, October 25, 2011
Specialized Page




SankyNet              Tuesday, October 25, 2011
Specialized Page
           Show
           kids, ecards,
           map, gift
           catalogue




SankyNet                   Tuesday, October 25, 2011
Site Architecture




SankyNet               Tuesday, October 25, 2011
Copy Deck




SankyNet       Tuesday, October 25, 2011
Phase 4:

           TECHNICAL DEVELOPMENT


SankyNet                       Tuesday, October 25, 2011
Elements

   – Search Engine Optimization
           • Search Phrases (a few per page)
           • Title Tags
           • Links
           • Alt tags
           • Header and Header Tags
           • Body Copy

   – Coding design
   – Implement security and custom technical elements
   – CMS Integration & Training

SankyNet                                       Tuesday, October 25, 2011
Phase 5:

           QUALITY ASSURANCE


SankyNet                       Tuesday, October 25, 2011
Elements

   – Test user-entry forms for security and spamability
   – Browser testing:
           • Internet Explorer 7 & 8
           • Firefox 3 & up
           • Google Chrome 10 & up
           • Safari 3 & up
           • Opera 10 & up
           • Mobile platforms (iPhone, iPad, etc.)



SankyNet                                             Tuesday, October 25, 2011
Phase 6:

           ANALYTICS


SankyNet               Tuesday, October 25, 2011
Analytics

   – Install measurement software for continued
     analysis
   – Monitor key data and trends, including:
           • Traffic (unique visitors, bounce rate, page
             views, etc.);
           • Visitor technology and demographics;
           • Search engines and referring sites;
           • Content tracking.



SankyNet                                                   Tuesday, October 25, 2011
TEST YOUR KNOWLEDGE


SankyNet                         Tuesday, October 25, 2011
Covenant House - Before




SankyNet                     Tuesday, October 25, 2011
Covenant House - After




SankyNet                    Tuesday, October 25, 2011
Catholic Charities B/Q - Before




SankyNet                             Tuesday, October 25, 2011
Catholic Charities B/Q - After




SankyNet                            Tuesday, October 25, 2011
Citymeals on Wheels - Before




SankyNet                          Tuesday, October 25, 2011
Citymeals on Wheels - After




SankyNet                         Tuesday, October 25, 2011
Medicare Rights Center - Before




SankyNet                             Tuesday, October 25, 2011
Medicare Rights Center - After




SankyNet                            Tuesday, October 25, 2011
CancerCare - Before




SankyNet                 Tuesday, October 25, 2011
CancerCare - After




SankyNet                Tuesday, October 25, 2011
Thank you!



SankyNet                Tuesday, October 25, 2011

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Ask the Experts: Demystifying the Fundraising Website Redesign Process

  • 1. Ask the Experts: Demystifying the Fundraising Website Redesign Process SankyNet Tuesday, October 25, 2011
  • 2. THE DMFA WEBSITE SankyNet Tuesday, October 25, 2011
  • 3. DMFA – Before SankyNet Tuesday, October 25, 2011
  • 4. DMFA – After SankyNet Tuesday, October 25, 2011
  • 5. BEFORE YOU BEGIN… SankyNet Tuesday, October 25, 2011
  • 6. Balancing needs • Identifying key website goals – Mission-based – Fundraising – Brand awareness – “Corporate” entity – Media outreach – National vs. local entities • Identifying key players at the organization SankyNet Tuesday, October 25, 2011
  • 7. Who to engage to “do” the website? Question 1: Internal staff vs. External agency Question 2: Internal structure for executing project SankyNet Tuesday, October 25, 2011
  • 8. Agency Selection Key considerations: – Marketing expertise – Fundraising expertise – SEO expertise – Organization knowledge – Strategy / content architecture team – Creative team – Technical team SankyNet Tuesday, October 25, 2011
  • 9. THE PROCESS SankyNet Tuesday, October 25, 2011
  • 10. Web Design Process 1 Discovery 2 Strategic Planning 3 Creative (Graphic design and copy) 4 Technical Development 5 Quality Assurance 6 Analytics SankyNet Tuesday, October 25, 2011
  • 11. Timing Minimum 5 - 6 months… it is usually longer – Discovery & Strategic Planning  6 weeks – Creative  8 - 12 weeks – Technical Development  8 - 12 weeks – Quality Assurance  2 - 4 weeks – Analytics  Ongoing monitoring SankyNet Tuesday, October 25, 2011
  • 12. Phase 1: DISCOVERY SankyNet Tuesday, October 25, 2011
  • 13. Elements – Analytics – Data on traffic, keywords, demographics – Heat map studies – Survey to stakeholder groups – Key priorities, messages, audiences – Brand & content review SankyNet Tuesday, October 25, 2011
  • 14. Heat Map Studies SankyNet Tuesday, October 25, 2011
  • 15. Survey to Stakeholders SankyNet Tuesday, October 25, 2011
  • 16. Phase 2: STRATEGIC PLANNING SankyNet Tuesday, October 25, 2011
  • 17. Elements – Technical Review & Assessment • Host, Donation Processor, CMS, etc. – Site Architecture – Graphic Priorities: Homepage and Interior – SEO: Keyword Strategy SankyNet Tuesday, October 25, 2011
  • 18. CMS Options SankyNet Tuesday, October 25, 2011
  • 19. Site Architecture SankyNet Tuesday, October 25, 2011
  • 20. Content Priority Diagram SankyNet Tuesday, October 25, 2011
  • 21. Phase 3: CREATIVE (DESIGN + COPY) SankyNet Tuesday, October 25, 2011
  • 22. Elements – Wireframe: homepage and interior pages – Black and white designs – Color design – Homepage – Interior and specialized pages – Copy development process – SEO: Integration in copydeck SankyNet Tuesday, October 25, 2011
  • 23. Content Priority Diagram SankyNet Tuesday, October 25, 2011
  • 24. Wireframe SankyNet Tuesday, October 25, 2011
  • 25. Black & White  Full Color Black & White Full Color SankyNet Tuesday, October 25, 2011
  • 26. Homepage SankyNet Tuesday, October 25, 2011
  • 27. Interior Page SankyNet Tuesday, October 25, 2011
  • 28. Specialized Page SankyNet Tuesday, October 25, 2011
  • 29. Specialized Page Show kids, ecards, map, gift catalogue SankyNet Tuesday, October 25, 2011
  • 30. Site Architecture SankyNet Tuesday, October 25, 2011
  • 31. Copy Deck SankyNet Tuesday, October 25, 2011
  • 32. Phase 4: TECHNICAL DEVELOPMENT SankyNet Tuesday, October 25, 2011
  • 33. Elements – Search Engine Optimization • Search Phrases (a few per page) • Title Tags • Links • Alt tags • Header and Header Tags • Body Copy – Coding design – Implement security and custom technical elements – CMS Integration & Training SankyNet Tuesday, October 25, 2011
  • 34. Phase 5: QUALITY ASSURANCE SankyNet Tuesday, October 25, 2011
  • 35. Elements – Test user-entry forms for security and spamability – Browser testing: • Internet Explorer 7 & 8 • Firefox 3 & up • Google Chrome 10 & up • Safari 3 & up • Opera 10 & up • Mobile platforms (iPhone, iPad, etc.) SankyNet Tuesday, October 25, 2011
  • 36. Phase 6: ANALYTICS SankyNet Tuesday, October 25, 2011
  • 37. Analytics – Install measurement software for continued analysis – Monitor key data and trends, including: • Traffic (unique visitors, bounce rate, page views, etc.); • Visitor technology and demographics; • Search engines and referring sites; • Content tracking. SankyNet Tuesday, October 25, 2011
  • 38. TEST YOUR KNOWLEDGE SankyNet Tuesday, October 25, 2011
  • 39. Covenant House - Before SankyNet Tuesday, October 25, 2011
  • 40. Covenant House - After SankyNet Tuesday, October 25, 2011
  • 41. Catholic Charities B/Q - Before SankyNet Tuesday, October 25, 2011
  • 42. Catholic Charities B/Q - After SankyNet Tuesday, October 25, 2011
  • 43. Citymeals on Wheels - Before SankyNet Tuesday, October 25, 2011
  • 44. Citymeals on Wheels - After SankyNet Tuesday, October 25, 2011
  • 45. Medicare Rights Center - Before SankyNet Tuesday, October 25, 2011
  • 46. Medicare Rights Center - After SankyNet Tuesday, October 25, 2011
  • 47. CancerCare - Before SankyNet Tuesday, October 25, 2011
  • 48. CancerCare - After SankyNet Tuesday, October 25, 2011
  • 49. Thank you! SankyNet Tuesday, October 25, 2011