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  • 1. Project Management for All: How to plan for your next Web project
  • 2. Introductions
    • Michael Weiss – CEO Imagistic
      • Internet Software and Services Company
      • 10 Years experience developing Web sites for Non-Profits
    • Robert Rose – VP Product Strategy CrownPeak
      • 10 Years working with organizations of all sizes – web infrastructure design and strategy
      • Specialization in Internet marketing and communications
  • 3. How to plan for your next Web project
    • The Development Process
      • What should the phases of a Web project look like?
      • What are the deliverables?
      • How long should they take?
      • Most Important: How involved do you need to be?
    • Managing Your Site
      • Proper care and feeding of your new site
      • Is everybody involved?
    • Budget
      • General budgets we're seeing for these processes
    • Resources
  • 4. The Development Process: RFP
    • How do I get started…
      • Start by “looking in”. What do you need? Not want, BUT REALLY need?
      • Assemble requirements from stakeholders. Broad business strokes – not a 500 page document
      • Out of this document comes an RFP
        • This assumes you’re going to outsource
        • Not terribly different if you’re not – just different audience – you should still get people committed to a timeframe and “budget”.
    • RFP Selection Process
      • Limit yourself to a short list of firms. Remember, a 50 page proposal from 5 firms is 250 pages of bed time reading.
      • Request “solutions” not a feature/function matrix…
      • You’ll have your own criteria – select a firm that’s fits your needs….
  • 5. The Development Process: Discovery
    • Then, get ready to do it all again…. Discovery
      • You’ve missed something – guaranteed.
      • You and your firm (or internal team) need to be on the same page about what’s going to get built.
      • Again, not a 500 page document – but an agreed framework of solutions, and tactics.
    • The deliverable: The Statement of Work
      • Details the BREADTH of the scope.
      • Top Level needs and priorities
      • Parking Lot set up for phase 2 wishes, wants and needs
      • Only the beginning of paperwork.
      • No Pretty Pictures yet.
  • 6. Development Process: Functional Spec.
    • The Functional Specifications comes out of Discovery
      • Takes the breadth of the Scope and details the DEPTH
      • Defines the “what” is going to be built
      • Identifies the audience for your site
      • Identifies the browsers and platforms
      • Identifies each piece of functionality and how they will work
      • Includes Wire Frames, results of Content Inventory
      • Helps to define the requirements for any software applications that will be purchased or subscribed to
  • 7. The Development Process: IA
    • Probably the most important step in Web site design
      • Can make or break your site 6 months down the road
      • Don’t skip this step!
    • Firm should deliver Wire frames that detail out the function.
      • Wireframes are not a site map – and they’re not hand-drawn.
      • Walk through the wire frames with your partner
      • Sign off on the wire frames – your designer will love you
  • 8. The Development Process: Design
    • Now come the pretty pictures
      • Based on wire frames, design should go very quickly
      • With little or no surprises (at least bad ones)
    • Resist the urge to pick elements from each design… There’s usually a good reason…
    • By far the most emotional and difficult phase
    • The people who said “I don’t care about this” suddenly do
    • Keep the cooks in the kitchen to a small group
  • 9. The Development Process: Development
    • The longest phase of the project – and least interesting (for you)
      • What do you during this phase? Nothing….just kidding. But really, you sit back and watch the magic.
      • Your role is to be available for reviews, questions and a little QA
      • Software selection can also be part of this phase…
  • 10. The Development Process: Typical Timeline
    • Func Spec sign off – Development begins
      • Integration
        • 2-4 weeks
        • HTML Pages
      • Content Migration
        • 4-6 weeks
        • Move current site to new system (more on this later)
      • Custom Development
        • 4-6 weeks
        • Build any tools, hooks, custom apps that new software cannot handle
      • QA
      • Stabilization
        • 2 months
        • There WILL be bugs – this is software
  • 11. Managing Your Web Site: Now we have it – now what?
    • Is it a new site or a newly designed site…
      • Most are the latter – so content migration will be a challenge?
      • Have you budgeted the time for testing and migration of the old site into the new site design
    • What is your partner delivering as an end deliverable
      • You could wind up with a nicely designed set of templates and nothing to do with them..
      • Choosing solutions to manage your site ongoing is just as important as the design aspect
        • CMS Solutions
        • CRM Solutions
        • Custom Application Development
        • Web Site Analytics
        • Web Hosting
        • And so much more….
  • 12. Managing Your WebSite: Migration
    • Don’t underestimate the effort here… No matter what a vendor tells you.
      • No, it’s not as easy as pointing a “system” at the old site.
      • Content migration is hard – no matter what system you have or are getting…
    • CMS Selection
      • There are a number of solutions out there – from Open Source, to Installed solutions and Hosted…
        • Utilize the work you’ve done to know which one is for you.
        • Similar process to your development partner…
    • Other Solutions for other elements will be unique to your needs
      • In general, use “best-of-breed” solutions, rather than a software “suite”.
      • Web 2.0 makes Internet integration easier, not harder
  • 13. Managing Your WebSite: Rollout
    • Arguably the MOST important step in your whole project
      • Rolling out to users who will take ownership of aspects of the site is very very important
      • Don’t give your project a bad rap – just when it’s about to succeed:
      • 5 Things to keep in mind:
        • Usability for all the applications for managing. Make sure that whatever solutions you pick, the interfaces are easy to use. Sometimes less features is better.
        • Sufficient training and support. Have a plan for training and support on ALL of the applications – and how they work together.
        • Organizational communication. Who’s responsible for what. Make sure that ongoing – everybody from IT to Marketing to Communications knows wh’s responsible for the apps
        • Review and Iterate – The Web Site is a process – not a product make sure that ALL through your development process and your Rollout that phase two items are noted and then iterated. Start small, and grow.
  • 14. Managing Your Web Site: Back To Dev
    • When you’re ready to iterate the web site, start again…
      • Your partner should now know the system and will be your trusted advisor.
      • Your solutions can be plugged in and out based on the value they are creating.
  • 15. Budgets
    • Sample Development Budgets
      • Small Project Dev: $10,000 to $50,000
      • Big Project Dev: $50,000 to $100,000
      • The bottom line…time is money. These projects take time.
      • You can quibble on rates but hours are hours. Make sure the bids include hours estimates. This is the real apples to apples.
      • With outsourcing and smaller shops rates can range from $20 an hour to $200 an hour.
    • Web Site Management Application Budgets
      • Open Source isn’t free.
      • Site Management Application:
        • CMS and/or CRM - $20K-$100K annually
        • Web Analytics – Free to $500 and more annually
        • Web Site Hosting - $50/mo to $1,500/mo and more – depends on your needs
  • 16. Mike & Rob’s Top 10 Never Do This….
    • 10. Never think this going to take 4 weeks
    • 9. Never think you can do this alone
    • 8. Never skip the IA Phase
    • 7. Never do this without an RFP
    • 6. Never send the RFP to more than 5 firms
    • 5. Never choose your vendor based on price alone
    • 4. Never ask your IT Manager to manage this process this alone
    • 3. Never start this process without a budget in mind
    • 2. Never start this process without key stakeholders involved
    • 1. Never hire your boss’ nephew
  • 17. Q/A
    • Rob Rose
    • [email_address]
    • Mike Weiss
    • [email_address]