Hannah Rudman
Developing a website brief to put out to tender
Tuesday, 2 November 2010
Approach with confidence!
You know what your
audience likes!
You know
what you like!
Tuesday, 2 November 2010
It starts with YOU!
•Take a step back
•Brainstorm
•Invite input
•Why have you got a
website?
•What’s it for?
•What does it...
Establish the success criteria
•Business aims and objectives?
•How will website help meet goals?
•Site aims and objectives...
Develop an overview
•What your org does, for who
•Existing communications channels (incl.
wider web presence)
•Current web...
Define your organisation
Tuesday, 2 November 2010
Tuesday, 2 November 2010
Design Specification
•Elements of house style included?
•What is the corporate id? Will website
compliment or be different...
Functionality Specification
•Navigation and structure
•Landing page functions
•Consistent functions on all pages
•Specific...
Tuesday, 2 November 2010
Technical Specification
•OSS CMS
•Optimisation for mobile?
•Systems to integrate - live box office, CRM,
stock management
...
E-commerce/online ticketing
•Products and services
•Payment processes
•Fulfillment details
•How and where T&Cs of purchase...
SEO & stats
•Ensure designer understands SEO
•Include your keywords and tags
•List websites you’d ideally like to link to ...
Tuesday, 2 November 2010
Accessibility & Useability
•Ensure designer understands W3C Web
Accessibility Iniative
•Decide which level you would like ...
The deliverables
•Website itself
•Access to CMS and training
•Documentation
•site architecture map
•CMS instructions
•host...
Ownership & T&Cs
•Copyright of the content and any bespoke coding
•T&Cs of the website
•User generated content present on ...
Tuesday, 2 November 2010
Consents & disclaimers
•Specify what notices and disclaimers your website
will need to include
•Terms and conditions
•Priv...
Budget & Timescale
•State maximum budget, or no budget if you want
a broad idea of wider market and lots of response
•Stat...
Advertising the brief
Tuesday, 2 November 2010
Interviewing & appointing
•Shortlist: meet as a team, mark against brief
•At interview:
•It’s personal!
•Do they get you? ...
Tuesday, 2 November 2010
Working with the designers
•Agree who’s project managing and lines of
communication
•Agree who’s hosting? Who’s inputting ...
Testing & Revision
•What is to be tested?
•Under what conditions? Volumes?
•Over what period and when?
•Clarify
•who pays ...
Training & Maintenance &
Warranties
•Agree levels of training and documentation, and add
to project plan
•Agree maintenanc...
Tuesday, 2 November 2010
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Developing a Website Brief by Hannah Rudman

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Presented by Hannah Rudman at the AmbITion Scotland Partner and Associate organisation networking event 02/11/10.

http://getambition.com.

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Developing a Website Brief by Hannah Rudman

  1. 1. Hannah Rudman Developing a website brief to put out to tender Tuesday, 2 November 2010
  2. 2. Approach with confidence! You know what your audience likes! You know what you like! Tuesday, 2 November 2010
  3. 3. It starts with YOU! •Take a step back •Brainstorm •Invite input •Why have you got a website? •What’s it for? •What does it deliver for our: community / network / organisation •Develop a brief Tuesday, 2 November 2010
  4. 4. Establish the success criteria •Business aims and objectives? •How will website help meet goals? •Site aims and objectives? •Success criteria? •Sales? Increase time, attention, numbers? Tuesday, 2 November 2010
  5. 5. Develop an overview •What your org does, for who •Existing communications channels (incl. wider web presence) •Current website arrangements •Timescale for development •Max budget Tuesday, 2 November 2010
  6. 6. Define your organisation Tuesday, 2 November 2010
  7. 7. Tuesday, 2 November 2010
  8. 8. Design Specification •Elements of house style included? •What is the corporate id? Will website compliment or be different? Why? •Design to appeal to a specific target audience? •List the content •Describe how often content will be updated and who/what by (skills? feeds?) Tuesday, 2 November 2010
  9. 9. Functionality Specification •Navigation and structure •Landing page functions •Consistent functions on all pages •Specific functions: •Search, Rss, video, photos, audio, sharing, social networks, newsletter, sitemap •(Internally: prioritise essentials and wishlist) Tuesday, 2 November 2010
  10. 10. Tuesday, 2 November 2010
  11. 11. Technical Specification •OSS CMS •Optimisation for mobile? •Systems to integrate - live box office, CRM, stock management •instantaneous real time? daily? •What restrictions are required to access databases? what security? •How often will users access databases? •In what volumes? •Misc. (eg. limited access speeds) Tuesday, 2 November 2010
  12. 12. E-commerce/online ticketing •Products and services •Payment processes •Fulfillment details •How and where T&Cs of purchase are to be displayed •What systems you use and what language those systems use for data exchange Tuesday, 2 November 2010
  13. 13. SEO & stats •Ensure designer understands SEO •Include your keywords and tags •List websites you’d ideally like to link to your website •Do you have Google analytics? Share account with the developer •What other reports, logs and stats do you want? Tuesday, 2 November 2010
  14. 14. Tuesday, 2 November 2010
  15. 15. Accessibility & Useability •Ensure designer understands W3C Web Accessibility Iniative •Decide which level you would like to comply with •require that the site is tested by tools such as W3C, Cynthia, NetMechanic •Say what level of usability testing you will be doing and at what points •http://resources.getambition.com/3_how-do-i/ guides/how-to-be-accessible/ Tuesday, 2 November 2010
  16. 16. The deliverables •Website itself •Access to CMS and training •Documentation •site architecture map •CMS instructions •hosting & database information (u/n & p/w) •Statement/evidence that website has passed accessibility reqs Tuesday, 2 November 2010
  17. 17. Ownership & T&Cs •Copyright of the content and any bespoke coding •T&Cs of the website •User generated content present on the website? •http://resources.getambition.com/3_how- do-i/web/terms-conditions-for-websites- that-include-user-generated-content/ •T&Cs for website developer •Payment, consultation levels and project management, process for resolving disputes Tuesday, 2 November 2010
  18. 18. Tuesday, 2 November 2010
  19. 19. Consents & disclaimers •Specify what notices and disclaimers your website will need to include •Terms and conditions •Privacy policy •http://resources.getambition.com/3_how-do- i/web/privacy-policies-for-website/ •IP property protection and third party licenses and consents •Company info Tuesday, 2 November 2010
  20. 20. Budget & Timescale •State maximum budget, or no budget if you want a broad idea of wider market and lots of response •State timescales of •Tender process •interviews, commissioning, notification of non- success •Full project •Milestones for delivery, phases Tuesday, 2 November 2010
  21. 21. Advertising the brief Tuesday, 2 November 2010
  22. 22. Interviewing & appointing •Shortlist: meet as a team, mark against brief •At interview: •It’s personal! •Do they get you? have they understood the success criteria? •Proven track record? Similar clients? •Have they challenged or innovated? •Value for money? Tuesday, 2 November 2010
  23. 23. Tuesday, 2 November 2010
  24. 24. Working with the designers •Agree who’s project managing and lines of communication •Agree who’s hosting? Who’s inputting content? •Agree milestones, payments, deadlines •Meet regularly review regularly Tuesday, 2 November 2010
  25. 25. Testing & Revision •What is to be tested? •Under what conditions? Volumes? •Over what period and when? •Clarify •who pays for revisions as a result of testing •what roles and responsibilities are Tuesday, 2 November 2010
  26. 26. Training & Maintenance & Warranties •Agree levels of training and documentation, and add to project plan •Agree maintenance services •What warranties? •due skill and care (take references) •designers own work, granted on perpetual license •IP consent for materials used on site by designers •Bug fixing periods Tuesday, 2 November 2010
  27. 27. Tuesday, 2 November 2010
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