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The Case for a Web Audit: Your 360 Degree Performance Review

Why would you want to do a Web audit and what is in it for you? Our Web governance and management audit takes a 360 degree review of your team's performance, putting everyone on the same page and giving you a roadmap to the future.

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The Case for a Web Audit: Your 360 Degree Performance Review

  1. 1. The Case for a Web Governance Audit: Your 360 Degree Performance Review Kathy McShea 2008
  2. 2. Agenda <ul><li>Common obstacles & opportunities ... managing the Web </li></ul><ul><li>Definitions ... what is Web Governance? </li></ul><ul><li>The audit scope ... topics we cover </li></ul><ul><li>Method ... our tactics to gather info </li></ul><ul><li>Benefits ... what you will gain </li></ul><ul><li>Timeline ... how long it takes </li></ul>
  3. 3. Common audit triggers Audit Time! Team Building Mandate New Leadership Arrives Strategic Plan Rewrite Budget Cycle Opportunity Risk Mgt Directive Change Management Time for an Audit!
  4. 4. Web management obstacles <ul><li>Confusion & Disarray </li></ul><ul><li>Find common ground & language </li></ul><ul><li>Balance competing needs </li></ul><ul><li>Untrustworthy Info </li></ul><ul><li>Uncover information bias </li></ul><ul><li>Discover problems hidden from view </li></ul><ul><li>Lack of Direction/Strategy </li></ul><ul><li>Where do I begin? </li></ul><ul><li>Compared to what? </li></ul>
  5. 5. Web management opportunities <ul><li>Push to Publish </li></ul><ul><li>Tools ease barriers to entry for publishing </li></ul><ul><li>Stay on Top of Trends </li></ul><ul><li>Web 2.0 > user generated content </li></ul><ul><li>Widgets and XML </li></ul><ul><li>Enormous Growth </li></ul><ul><li>Web site size explodes </li></ul><ul><li>Audience potential soars </li></ul>
  6. 6. Web Governance Defined <ul><li>Web governance is: To assure your Web operations and support meet established strategic business objectives leveraging appropriate </li></ul><ul><ul><li>rules </li></ul></ul><ul><ul><li>roles </li></ul></ul><ul><ul><li>relationships </li></ul></ul>
  7. 7. The framework rules roles relationships
  8. 8. First Principles <ul><li>Rules Standards must govern decisions </li></ul><ul><li>Roles A division of labor must accent accountability </li></ul><ul><li>Relationships Strive to be networked with the organization, not insular </li></ul>
  9. 9. Governing processes Manage Program Plan/Execute Initiatives Improve Services Clear structure for monitoring operations Lifecycle management for documentation Policy adoption and adherence <ul><ul><li>Design strategy </li></ul></ul><ul><ul><li>Metrics collection </li></ul></ul>Set standards Implement > Monitor Recognize success
  10. 10. Best Practices for Structure model
  11. 11. Charter Outline <ul><li>Official designation </li></ul><ul><li>Committee’s objectives, scope of activities, duties </li></ul><ul><li>Time period necessary to carry out duties; termination </li></ul><ul><li>Program office responsible for providing support </li></ul><ul><li>Chairperson </li></ul><ul><li>Members </li></ul><ul><li>Description of duties for which committee is responsible </li></ul><ul><li>Estimated number and frequency of meetings </li></ul><ul><li>Sub-Committees </li></ul><ul><li>Reports and Transparency </li></ul>
  12. 12. Core processes Provide Valuable Content Help People Find Information Leverage the Feedback Loop Trust - Transparent - Reviews - Links Confidence - Content - Font - Graphics Confidence -Navigation - Search - Efficiency Awareness - Accessible <ul><li>Satisfaction </li></ul><ul><li>User Help - Feedback </li></ul>
  13. 13. Expert Review <ul><li>A scorecard maps the user experience to a “value” ladder </li></ul><ul><li>Prioritize: take it a step at a time , to rise above “discouraged” </li></ul>
  14. 14. Enabling processes Care for People IT Support Infrastructure Staffing Training and support Site performance Program management & oversight procedures Resource & Asset Mgt. Publishing tool Requirements gathering Budget and spending controls Enterprise architecture markers Domain administration
  15. 15. Do You Know Your Web Status? <ul><li>Management </li></ul><ul><ul><li>Objectives </li></ul></ul><ul><ul><li>Roles/responsibilities </li></ul></ul><ul><ul><li>Procedures </li></ul></ul><ul><ul><li>Reviews </li></ul></ul><ul><ul><li>Resources </li></ul></ul><ul><li>Oversight </li></ul><ul><ul><li>Control records/docs </li></ul></ul><ul><ul><li>Internal audits </li></ul></ul><ul><ul><li>Non-conforming product </li></ul></ul><ul><ul><li>Prevent & correct actions </li></ul></ul><ul><ul><li>Implement solutions </li></ul></ul>
  16. 16. example What if you had a dashboard?
  17. 17. The Method <ul><li>Survey Web community </li></ul><ul><li>Usability reviews </li></ul><ul><ul><li>Expert (heuristic) review </li></ul></ul><ul><ul><li>Automated reviews </li></ul></ul><ul><li>Staffing analysis </li></ul><ul><ul><li>Org chart </li></ul></ul><ul><ul><li>Publication rights review </li></ul></ul><ul><ul><li>job descriptions </li></ul></ul><ul><ul><li>job satisfaction surveys </li></ul></ul><ul><li>Review core documentation </li></ul><ul><ul><li>Any written strategic objectives/plan </li></ul></ul><ul><ul><li>Latest metrics dashboard </li></ul></ul><ul><ul><li>Style Guide/Editorial Guide/Search-Metadata </li></ul></ul><ul><ul><li>Technology rules </li></ul></ul><ul><ul><li>Policy </li></ul></ul><ul><ul><li>Records management </li></ul></ul><ul><li>Interview core internal stakeholders </li></ul>
  18. 18. Benefits of an Audit <ul><li>A Roadmap! </li></ul><ul><ul><li>The audit can guide your program management plans </li></ul></ul><ul><li>An actionable report </li></ul><ul><ul><li>Concrete recommendations </li></ul></ul><ul><li>Alignment </li></ul><ul><ul><li>Everyone on the team has the same picture of the current situation </li></ul></ul>
  19. 19. Project Timetable Kick-off; Documents; Survey Expert Review Expert Review Interview stakeholders Analyze findings Write report Deliver report Brief leaders Recommendation : Schedule 8 weeks total. A one week buffer guards against unexpected delays. An optional stakeholder workshop briefing can be added to follow the leadership briefing Dependencies : Based on 12 primary stakeholders, with interviews of one to two hours each
  20. 20. Common audit triggers Audit Time! Team Building Mandate New Leadership Arrives Strategic Plan Rewrite Budget Cycle Opportunity Risk Mgt Directive Change Management Time for an Audit!
  21. 21. What are YOU ready for? <ul><li>Full scale audit </li></ul><ul><li>Partial audit targeted on one process </li></ul><ul><ul><li>Governing </li></ul></ul><ul><ul><li>Core </li></ul></ul><ul><ul><li>Enabling </li></ul></ul><ul><li>Vertical project(s) </li></ul><ul><ul><li>Select one (or more) sub-part(s) of the Web governance system to work on </li></ul></ul><ul><li>Training on known weaknesses </li></ul>
  22. 22. Questions?
  23. 23. Contact us <ul><ul><ul><ul><li>Kathy McShea Owner & Founder Emerald Strategies, Inc. 202.543.2112 </li></ul></ul></ul></ul><ul><li>Web Management & Marketing ~ http:// </li></ul><ul><li>Media Training ~ http:// </li></ul><ul><li>Join my professional network ~ http:// </li></ul>
  24. 24. About Us <ul><li>Experience: </li></ul><ul><ul><li>Chief spokesperson US Senator Carl Levin </li></ul></ul><ul><ul><li>Media Director, DC Office, Consumers Union </li></ul></ul><ul><ul><li>Consumer Information Director, Dept of Energy </li></ul></ul><ul><li>Clients: </li></ul><ul><ul><li>US Air Force </li></ul></ul><ul><ul><li>US House of Representatives </li></ul></ul><ul><ul><li>World Bank & IFC </li></ul></ul><ul><ul><li>FCC </li></ul></ul><ul><ul><li>Congressional Management Foundation...and others </li></ul></ul>Emerald Strategies Inc., founded in 2001, is a woman-owned Web management consulting firm that delivers high-impact communications... Our Focus : We make public sector organizations stronger