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Website Redesign and
Project Management
Straight Talk and Things to Know Before
Starting Your Next Project
Ray van Hilst
Director of Client Results, Yoko Co
Let’s Start With Some Questions
• How many of you have never done a
website project?
• When was the last time you redesigned
your site?
• If you have a project coming up, why are
you considering the redesign?
• Any specific questions you’d like me to
address?
2
Today’s Agenda
• Pre-Project Planning
• Picking and Working With a Vendor
• Project Phases
• Post Launch
• Speed Round
• Questions
3
Resources and more at www.yokoco.com/aclf
4
Pre-Project Planning:
The work BEFORE the work
“By failing to
prepare, you are
preparing to fail.”
- Benjamin Franklin
Start with “Why”
• What’s the business case for your redesign?
• Cosmetic or strategic change?
• Out of date technology
• Market changes
• Where is your website holding you back
• What does success look like?
• How will you measure it?
• Define the website’s mission?
5
Build a Realistic Timeline
6
• 6 to 9 months
• Soft launch
• Consider your
regular schedule
Review Your Functionality
• What functionality does your current
site have?
• What works well? What doesn’t?
• What do you need to do?
• Don’t forget the business case &
strategy
• If you’re going to add something,
what are you going to remove?
• Don’t customize!!
7
Build a Realistic Budget
• Key factors:
• Design process / complexity
• Content deployment
• Custom development
• Share the load
• Plan for the unexpected
• Include your time or contractors
• Plan for post launch
8
Start on Content Early
• Content audit
• Content strategy
• Copyediting
• Copywriting
9
10
Choosing a Web Firm:
Like dating, but (maybe) more
expensive.
“The best partnerships
aren't dependent on a
mere common goal
but on a shared path
of equality, desire, and
no small amount of
passion.”
- Sarah MacLean
Decide what is really important to you…
• Price and cost?
• Design quality?
• Strategic guidance?
• Additional services?
• Levels of service?
• Experience?
• Long term support?
11
What to look for in a web partner…
• Experience with
• Your technology
• Your type of organization
• Capabilities
• How much is done in house
• Custom design or templates
• Additional services
• Do they “get you”?
12
The bidding process
• Pick no more than 4 firms
• Don’t be limited by geography
• Give them a general RFP
• Be frank about your budget
• 2 or 3 demos/discussions
13
14
The Project Process:
Proven. Repeatable. Manageable.
“It always seems
impossible until it’s
done.”
- Nelson Mandela
The Project Process
15
1 2 3 4 5
Discovery
Audience Analysis
Functional
Requirements
Content Needs
Web Strategy
Information
Architecture
Design
Wireframes
Design Concepts
Page Templates
Development
CMS Configuration
Template Building
SSO Integration
Plugin Configuration
Custom
Development
Deployment
Content Migration
Documents
Photos
Training
Delivery
Testing
Launch
Documentation
16
Post Launch:
The work after the work.
“Focus on the
journey, not the
destination. Joy is
found not in finishing
an activity but in
doing it.”
- Greg Anderson
Hosting
• Managed Hosting
• Back-ups
• Disaster Recovery
• Uptime Monitoring
• Performance
• Content Distribution Networking
17
Growth Driven Design
• Measure what matters
• Define key metrics
• Establish goals
• Measure on consistent basis
• Continuous updates and adjustments
• Add new functionality as appropriate
18
Long Term Support
• Content strategy
• Upgrades and maintenance
• Performance & analytics reporting
• Added functionality and content
19
20
Speed Round:
Other things you should know.
“The things you're
closest to are often
the things you
know least about.”
- Matthew Desmond
21
Theme or Custom Design?
Saves money in the short term.
Confines you in the long term.
22
You aren’t unique…
Many other chapters are in the same situation.
Ask around. See what others have done.
Look to other organizations. (ASAE, State SAE, etc.)
23
You don’t need all the tools…
Project management software makes it easy.
But so does good old fashioned organization
Use modern collaboration tools such as Google Drive and Dropbox
24
You still have a full time job…
Consider your timeline and plan accordingly.
Break the project into manageable chunks.
Sometimes it’s worth paying for help.
25
Map out your decision making
process…
Who are the real stakeholders? Who REALLY needs to approve.
Follow the RACI Matrix
Responsible • Accountable • Consulted • Informed
26
Questions?
Ray van Hilst
Director of Client Results
Yoko Co
ray@yokoco.com
703-594-6207
www.yokoco.com
More resources at:
www.yokoco.com/aclf
© 2018 American Academy of Family Physicians. All rights reserved.
All materials/content herein are protected by copyright and are for the sole, personal use of the user.
No part of the materials/content may be copied, duplicated, distributed or retransmitted
in any form or medium without the prior permission of the applicable copyright owner.
Website Redesign and Project Management

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Website Redesign and Project Management

  • 1. Website Redesign and Project Management Straight Talk and Things to Know Before Starting Your Next Project Ray van Hilst Director of Client Results, Yoko Co
  • 2. Let’s Start With Some Questions • How many of you have never done a website project? • When was the last time you redesigned your site? • If you have a project coming up, why are you considering the redesign? • Any specific questions you’d like me to address? 2
  • 3. Today’s Agenda • Pre-Project Planning • Picking and Working With a Vendor • Project Phases • Post Launch • Speed Round • Questions 3 Resources and more at www.yokoco.com/aclf
  • 4. 4 Pre-Project Planning: The work BEFORE the work “By failing to prepare, you are preparing to fail.” - Benjamin Franklin
  • 5. Start with “Why” • What’s the business case for your redesign? • Cosmetic or strategic change? • Out of date technology • Market changes • Where is your website holding you back • What does success look like? • How will you measure it? • Define the website’s mission? 5
  • 6. Build a Realistic Timeline 6 • 6 to 9 months • Soft launch • Consider your regular schedule
  • 7. Review Your Functionality • What functionality does your current site have? • What works well? What doesn’t? • What do you need to do? • Don’t forget the business case & strategy • If you’re going to add something, what are you going to remove? • Don’t customize!! 7
  • 8. Build a Realistic Budget • Key factors: • Design process / complexity • Content deployment • Custom development • Share the load • Plan for the unexpected • Include your time or contractors • Plan for post launch 8
  • 9. Start on Content Early • Content audit • Content strategy • Copyediting • Copywriting 9
  • 10. 10 Choosing a Web Firm: Like dating, but (maybe) more expensive. “The best partnerships aren't dependent on a mere common goal but on a shared path of equality, desire, and no small amount of passion.” - Sarah MacLean
  • 11. Decide what is really important to you… • Price and cost? • Design quality? • Strategic guidance? • Additional services? • Levels of service? • Experience? • Long term support? 11
  • 12. What to look for in a web partner… • Experience with • Your technology • Your type of organization • Capabilities • How much is done in house • Custom design or templates • Additional services • Do they “get you”? 12
  • 13. The bidding process • Pick no more than 4 firms • Don’t be limited by geography • Give them a general RFP • Be frank about your budget • 2 or 3 demos/discussions 13
  • 14. 14 The Project Process: Proven. Repeatable. Manageable. “It always seems impossible until it’s done.” - Nelson Mandela
  • 15. The Project Process 15 1 2 3 4 5 Discovery Audience Analysis Functional Requirements Content Needs Web Strategy Information Architecture Design Wireframes Design Concepts Page Templates Development CMS Configuration Template Building SSO Integration Plugin Configuration Custom Development Deployment Content Migration Documents Photos Training Delivery Testing Launch Documentation
  • 16. 16 Post Launch: The work after the work. “Focus on the journey, not the destination. Joy is found not in finishing an activity but in doing it.” - Greg Anderson
  • 17. Hosting • Managed Hosting • Back-ups • Disaster Recovery • Uptime Monitoring • Performance • Content Distribution Networking 17
  • 18. Growth Driven Design • Measure what matters • Define key metrics • Establish goals • Measure on consistent basis • Continuous updates and adjustments • Add new functionality as appropriate 18
  • 19. Long Term Support • Content strategy • Upgrades and maintenance • Performance & analytics reporting • Added functionality and content 19
  • 20. 20 Speed Round: Other things you should know. “The things you're closest to are often the things you know least about.” - Matthew Desmond
  • 21. 21 Theme or Custom Design? Saves money in the short term. Confines you in the long term.
  • 22. 22 You aren’t unique… Many other chapters are in the same situation. Ask around. See what others have done. Look to other organizations. (ASAE, State SAE, etc.)
  • 23. 23 You don’t need all the tools… Project management software makes it easy. But so does good old fashioned organization Use modern collaboration tools such as Google Drive and Dropbox
  • 24. 24 You still have a full time job… Consider your timeline and plan accordingly. Break the project into manageable chunks. Sometimes it’s worth paying for help.
  • 25. 25 Map out your decision making process… Who are the real stakeholders? Who REALLY needs to approve. Follow the RACI Matrix Responsible • Accountable • Consulted • Informed
  • 26. 26 Questions? Ray van Hilst Director of Client Results Yoko Co ray@yokoco.com 703-594-6207 www.yokoco.com More resources at: www.yokoco.com/aclf
  • 27. © 2018 American Academy of Family Physicians. All rights reserved. All materials/content herein are protected by copyright and are for the sole, personal use of the user. No part of the materials/content may be copied, duplicated, distributed or retransmitted in any form or medium without the prior permission of the applicable copyright owner.