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Welcome!
#DigWS
Schedule
8:30 – 9:00am Registration & Breakfast
9:00 – 9:05am Opening Remarks
9:10 – 9:40am Prioritizing Content Strategy and Governance in Your Website Redesign
9:45 – 10:10am Scoping a Website Redesign: Aligning Business Requirement With Technical
Implementation
10:15 – 10:35am Getting to Know Harvard Web Publishing: An In-House “One-Stop Shop” for Cost-
Effective Digital Solutions
10:35 – 10:55am Coffee Talk
10:55 – 11:20am Using Data to Inform Your Redesign Roadmap
11:25 – 11:55am The Biggest Lesson Learned
12:00 – 12:30pm The 21st Century Web
12:30pm Concluding Thoughts
Coffee
available all
event long!
Place your screenshot
here
Join the
conversation on
Twitter
#DigWS
Do not fear
Presentation decks will be available
via Slideshare next week!
Show of hands, please….
Harvard IOP Website — 2004
Harvard IOP — 2005 Redesign
Harvard IOP — 2008 Redesign
Harvard IOP — 2012 Redesign
Everyone loves a makeover!
We all agree we need a plan. But what is it?
Academies build your skills...and peer networks
Collaboration!
Purpose of today’s event
Equip you with a framework built on shared best practices
that can easily align with your office’s objectives—so you’ll be able
to determine the correct size and scope of your next website
reboot (or whether one is needed at all).
Schedule
8:30 – 9:00am Registration & Breakfast
9:00 – 9:05am Opening Remarks
9:10 – 9:40am Prioritizing Content Strategy and Governance in Your Website Redesign
9:45 – 10:10am Scoping a Website Redesign: Aligning Business Requirement With Technical
Implementation
10:15 – 10:35am Getting to Know Harvard Web Publishing: An In-House “One-Stop Shop” for Cost-
Effective Digital Solutions
10:35 – 10:55am Coffee Talk
10:55 – 11:20am Using Data to Inform Your Redesign Roadmap
11:25 – 11:55am The Biggest Lesson Learned
12:00 – 12:30pm The 21st Century Web
12:30pm Concluding Thoughts
We need a
makeover?
Not a problem!
Up Next: Prioritizing Content Strategy &
Governance in Your Website Redesign
● Georgy will discuss establishing ownership, roles, & buy-in at the outset of your
project, as well as weaving content strategy throughout a redesign
● Nearly 14 years of higher ed experience, both in-house & as a consultant
Associate Creative Director, Digital Strategy OHO Interactive
Georgy Cohen
Georgy Cohen
Associate Creative Director,
Digital Strategy
Harvard University
Website Strategy Academy
March 22, 2018
Prioritizing Content Strategy and
Governance in Your Website Redesign
OHO INTERACTIVE
Actual website
Goals
Strategy
Process
Workflow
Policy
Guidelines
Documentation
OHO INTERACTIVEShow your work
GoalsMessages Audience
Day 1
OHO INTERACTIVEShow your work
GoalsMessages Audience
Day 2
OHO INTERACTIVEShow your work
GoalsMessages Audience
A newly launched website should
align to a process and a strategy
that ensures ongoing effectiveness.
OHO INTERACTIVE
Aligning a web redesign to content strategy
Show your work
Kickoff UX Design Content
Build Launch
- Set goals
- Define
messages
- Process &
policy audit
- Outreach to
community
- Information
hierarchy
- Set content
expectations
- ID content
sources
- Confirm
sustainable
effort
- Reinforce
brand and
messaging
alignment
- Content
creation
- Voice & tone
- Style guide
- Publishing
process
- Content
reuse &
taxonomy
- Data source
integrations
- Publishing
roles &
workflow
- Structure
for SEO & GA
- Activate
policy and
process
- Outreach
goes on
- Content
QA
- Measure
& plan
OHO INTERACTIVEHigher ed is… special
Factors Inhibiting a Strategic Website
● Politics
● Decentralization
● Silos
● Lack of nimble decision-making
● Lack of accountability
● Lack of digital owner
● Fear of change
Change is inevitable
Change ain’t easy. But standing still is not an option. If our
institutions don’t mature as digital organizations, we risk
losing our audience and failing to achieve our goals.
We can’t impose change overnight if we want it to last. By
priming our community to understand and accept change,
and in the process laying a groundwork for meaningful web
governance, we are investing in the long-term viability of
our website as a tool for strategic success.
Governance is cool
If we don’t mature as digital
organizations, we risk failure.
How do we instead set
ourselves up for success?
Five considerations:
● Get buy-in from community
● Set people up for success
● Be realistic - think sustainably
● Lay foundation for decision-making
● Establish framework for accountability
OHO INTERACTIVE
Get buy-in from the community
OHO INTERACTIVE
Align to organizational goals
Map out how
web explicitly
supports
executive
priorities
Get buy-in from the community
OHO INTERACTIVE
Align to organizational goals
Map out how
web explicitly
supports
executive
priorities
Get buy-in from the community
OHO INTERACTIVE
Be transparent about process
Get buy-in from the community
OHO INTERACTIVE
Bring people together
Get buy-in from the community
Form a content
community to
connect people
to information,
and each other
OHO INTERACTIVE
Connect people to content outcomes
Don’t just give
out analytics
logins and
reports - help
them see the real
Get buy-in from the community
OHO INTERACTIVE
Set people up for success
OHO INTERACTIVE
Gauge savviness & plug skill gaps
Set people up for success
Awareness of brand,
style, goals, audience
Content decision-
making process and
roles
Content quality
assurance
Measurement
strategy
Content publishing
workflow and editor
experience
OHO INTERACTIVE
Take inventory of resources & documentation
Set people up for success
● Are they current & accessible?
○ Training (CMS, content)
○ Documentation (style guide, branding)
○ Editorial workflows
○ Policies
OHO INTERACTIVE
Make training a
cultural function
& expectation
Show your work
OHO INTERACTIVE
How are web responsibilities
accounted for in the job descriptions
of those for whom the web is a
measurable task?
● Are the tasks explicitly listed?
● Does the individual receive
reasonable time allocations to
complete them?
● Do they get training, professional
development, or budget?
Codify web responsibilities
Set people up for success
OHO INTERACTIVE
Be realistic. Think sustainably.
OHO INTERACTIVEBe realistic. Think sustainably.
Content audit
Competitor
audit
Analytics
User testing
OHO INTERACTIVE
Apply the results
Governance
solutions
Website issues
(e.g. content
training, access
to guidelines)
(e.g. inconsistent
content quality)
Be realistic. Think sustainably.
OHO INTERACTIVE
Check your sources
● Repurposed content
● Data integration
● Content reuse via
taxonomy
Be realistic. Think sustainably.
OHO INTERACTIVE
Memo from your future self
Be realistic. Think sustainably.
OHO INTERACTIVE
Lay the foundation for decision-making
OHO INTERACTIVEShow your work
GoalsMessages Audience
OHO INTERACTIVE
Define & share content criteria & guidelines
Lay the foundation for decision-making
OHO INTERACTIVE
Revisit key
processes
Lay the foundation for decision-making
OHO INTERACTIVE
Use an editorial planning tool
xxx
Lay the foundation for decision-making
OHO INTERACTIVE
Consider the content lifecycle
Lay the foundation for decision-making
OHO INTERACTIVE
Set up a framework for accountability
OHO INTERACTIVE
Consider the best governance model
Centralized Hybrid
Decentralized
● Central web team owns
publishing process
● Team fully resourced for
content efforts
● Outlying units serve
SME/consultative role
● Ownership shared between
central team & units
● Both sides have resources,
training, and guidelines
necessary to fulfill
established responsibilities
● Appropriate balance varies
● No central web team
coordinating institution-
wide publishing efforts
● Every unit manages its own
information
● Standards & quality vary
Set up a framework for accountability
OHO INTERACTIVE
Define roles &
responsibilities
Set up a framework for accountability
OHO INTERACTIVE
Map out your governance model
Set up a framework for accountability
OHO INTERACTIVE
Plan your publishing workflow
Set up a framework for accountability
OHO INTERACTIVE
Next steps
OHO INTERACTIVE
If you are planning a redesign...
● Hold every decision up against your goals
● Form and strengthen relationships now
● Define and assert ownership at the outset
● For every decision you make about the project,
make at least one decision about the process
Next steps
OHO INTERACTIVE
If you are in the midst of or recently launched a redesign...
● Consider how best to measure your
effectiveness against your goals
● Evaluate your publishing roles & workflow, and
make sure editors are equipped to succeed
● Make sure you have a sustainable plan for
ongoing content creation & quality assurance
Next steps
Thank you.
@radiofreegeorgy
georgy@oho.com
Scoping a website redesign
aligning business requirements
with technical implementation
What to expect?
Web projects, big or
small, have MANY
components ...
Content
Strategy
Design
Development
Analytics
SEO
Hosting
QA
Domain
Accessibility
Project
Management
Development
Maintenance
What I will cover
1. Work with vendors
2. Gather requirements
3. CMS selection
4. Align requirements with implementation
5. Q&A
Work with vendors
If/when/how to bring in vendors
● Web is complex and fast-evolving. If budget allows, bring in vendors to
○ take advantage of the latest technology
○ learn best practices
● Many ways to work with vendors
○ Content strategy
○ Design
○ Development / build
○ Any, or all; separate or together; same vendor or bring in separate
vendors to work together
Get cost range via RFI (Request for Information)
RFI RFP
Review RFP Responses
and choose the right vendor for
your project. Fit matters!
● Understand RFP responses
○ Expect a range (highest
bid could easily be 4x
the lowest)
● Cookie cutter vs. fully-
customized/tailored
solutions
● Safe vs. creative solutions
Gather Requirements
Content
of current site
Inform content strategy, also design
and development efforts
Sitemap CMS Admin
Features of current site
API
Integrations
Feeds
in and out
Automated
Tasks
Custom Site
Features
Check the list of pain points and wishlist items
Sample Requirements Worksheet
● Which audiences do you think are using the
your website (most important ones at top)?
● What are the main reasons these audiences
come to the site?
● Are there audiences you would like to
attract but do not currently?
● What are the main actions we want them to
take?
● Please list the top three challenges of the
current site, user or admin facing
● Name 2-3 comparative sites that you like
and describe why
● Use a few adjectives to describe how the
user should perceive the new site. (Ex:
prestigious, friendly, fun, forward-thinking,
innovative, etc.)
● How will you know if this website redesign
project is a success? I.e. what are the
desired outcomes?
● How does your organization differentiate
itself from its competitive set? Is that
reflected with the site?
Joint
Discovery Phase
OPEN
● Hear new ideas and new possibilities
● Ask to see vendor's latest/best
projects
● Educate vendors on the specifics of
your organization
FOCUSED
● All teams have clear idea of goals
● All understand and agree what the
success looks like
● All agree how communication and
signoff will work
do this together with the vendor
Don't forget the
admin users
who spend more time on site, and
who deal with more complex workflow
Image credit: https://www.goverlan.com/
For Wordpress sites
● Work with vendor to create custom
Wordpress dashboard widget
○ Add quick stats
○ Add links to help
● Set up training for admin users to
learn CMS features
○ For example, "screen options"
Analytics shouldn't be
an afterthought
Plan for it when the project is being
scoped out
● Google Tag Manager offers easier and
more flexible control of analytics
tracking effort
● Best time to set up is during the site
development in case html markup
needs to be set up in certain way or if
other tracking or data-layer variables
need to be set up
● It's possible and recommended to
continue use the same Google Analytics
profile
Content Migration
This is an area that can easily be
underestimated and could slow down
the project or even push out site
launch date.
If you:
● have a large site with lots of content
● changing CMS
● are looking to consolidate content
from multiple sites
Consider:
● Auto scripting + manual review
● URL pattern -- if changing, need
redirects
Image credit: https://augurian.com/seo-website-migration-strategy-guide/
CMS Selection
CMS selection
What's the best
Content Management System
Both are
good choices
Large user/developer base
Stable system
Wide selection of plugins/modules
Secure if properly managed
Score 1-5
Functionality 5 5
Flexibility 4-5 5
Learning Curve
(5 means more
difficult to learn)
3-4 4-5
Cost to build
(bigger number
means cost more)
2-4 3-5
Cost to host 2-3 4-5
Additional factors to consider
● CMS of your existing site
● Preference or expertises of your internal team
● Vendor: some vendors work with both but many have a preference
Requirements Checklist
● Accessibility
● SEO
● Performance
● Security
● Analytics
● Social share ready
(og tags, etc.)
● Content migration
● Top-page redirects (from
old site to new site, note
redirects limit)
● Admin users
● Design
● User Experience Design
● Content
● Site-specific features
○ Existing features
○ Pain points
○ Wishlist items
Align Requirements with
Implementation
Communication
Communicate technical features
can be hard. Put in context.
Focus on Core Requirements
● During the discovery phase, put requirements into two tiers: core
requirements and Nice-to-have's
● During each project review, ALWAYS check core requirements, ensure no
distractions or changes impact the completion of core requirements
Simplify approval process and use vendor's resources
effectively
Whether your vendor gives
you a fixed quote or not,
they operate by hours.
https://www.shareicon.net/tag/clock?p=4
Site launch is the new beginning
Q&A
Thank you!
lin@newcircleconsulting.com
Harvard Web
Publishing
Website Strategy Academy
March 22, 2018
Harvard Web
Publishing
HWP started as a three-
year initiative in early 2012.
Our goal was to make it
easier for the University
community to build and
maintain effective,
affordable, Harvard-
branded websites.
Problems we were trying to solve...
● Lack of unified services for departmental
websites
● Inconsistent and confusing user experience
● Proliferation of web publishing platforms
and technical architectures leading to
inefficiencies in maintenance and support
● Inability of departments to maintain website
content
● Difficulty of access to Harvard’s online
resources
● Harvard’s web presence reflects poorly on
the University’s reputation and image
Two Options: Hire HWP or Self-serve
Self-Serve
● OpenScholar platform available
to the Harvard Community
(HarvardKey required)
● Online Documentation
● Ongoing training
Hire HWP
● Full-service in-house agency
● Wide range of services
(consultations, content strategy,
website implementation, training,
etc.)
● Professional-looking, accessible,
responsive sites
Why Hire HWP?
● Reliable, reputable, easy to
access vendor
● Familiar with the Harvard
landscape
● Customer service-focused
● Nimble, adaptable service
offerings
● Adapt our team to client profile
● Below-market rates
● Easy-to-use platform (OS)
Website Building General Consulting Content Strategy Support & Training
Harvard Web Publishing Services
Don’t know where to start?
That’s cool too!
Let us help you navigate your options, inside or outside of Harvard.
3rd-Party
Consulting Custom Designs
User
Research
And
More!
Team
Kenton
Director
Kate Gabriel
Web Project Support
Analyst
Senior Project Manager
Richard
Senior User Experience &
Web Designer
Mary
Senior Project Manager
Dorian Joe
User Experience Lead Web Project Support
Analyst
Interns
Emily
Web Publishing LHT
Yusuf
Web Publishing Intern
We’re
Hiring!
Mourad
Harvard Bridge Program
Professional Intern
Getting things done..
Project Charter
Content Audit
(OUCH) Content Tracker
Card
Sorting
Tools & Artifacts for Web Projects
Wireframes Prototyping Templates User Interviews
Needs Assessment
Platform
Recommendations Blitzes Etc.
Case Studies
We adapt our team to
suit client needs
.
Harvard
Divinity
School
● School flagship site and subsites
● Custom theme
● Partners: HDS IT/Comms + HWP
Islamic Studies
● Migrated from Wordpress
● Beautiful images
● Custom Design
Harvard School of
Dental Medicine
● School flagship site and subsites
● Custom design
● Ongoing Partnership
Harvard in the
Community
● Custom design
● Working with HPAC :)
$10-25k
Average amount for website projects at HWP
50Projects per Year (approx.)
Some of our 2017 Clients
Harvard Divinity School flagship ● Harvard School of Dental Medicine flagship ● Title IX Office ●
East Asian Art History ● Data Science ● Center for Advanced Imaging ● HMS Graduate Education ●
HSDM 150th Anniversary ● Institute for Theory and Computation ● Executive Vice President's
Office ● Harvard Speaks on Climate Change ● China Project ● Center for African Studies ● EdLabs
● HMS Medical Education ● HKS Ash Center ● HKS Hauser Center ● HKS Carr Center ● HSPH
Center for Health and the Global Environment ● HGSE Instructional Moves ● Harvard Library ●
Harvard College Fund ● Black Hole Initiative ● Zaentz Early Education Initiative ● Planetary Health
Alliance ● Healthcare Policy Program at HKS ● Office of the Arts ● Radcliffe Community Intranet ●
DCE Dean of Students ● HSDM Oral Care and Primary Care ● University Marshal ● Harvard Global
Institute ● Arts and Humanities Division ● Youth Protection Office ● HBS Research Computing ●
Center for Wellness ● HUIT Harvard Phone ● Currier House ● Bok Center ● Faculty Support
Administrator Network ● HUIT Accessibility Site ● HPAC Community Affairs ● Law School Exhibits
Addenda, etc. - About 50 projects per year, of all sizes
Looking
Ahead
2018 and beyond
● Provide a portfolio of technology
solutions (OpenScholar and other 3rd-
party vendor options)
● Multiple Platforms
● Enhanced professional services
● Establish vendor referral program
● UX, Mobile, Accessibility
● Focus on digital experiences,
web/mobile
● Buy or broker solutions (rather than
building our own)
Harvard Web
Publishing
hwp.harvard.edu
Questions?
114
Using Data to
Inform Your
Redesign
Roadmap
AARON BAKER, DIGITAL ANALYTICS LEAD
HARVARD PUBLIC AFFAIRS AND COMMUNICATIONS
115
1
2
3 Upon launching any major change in
website code, closely monitor the code
for outages or strange data.
Launch and Measure New Data
Discuss analytics opportunities with
your development team, including
using Google Tag Manager to track
scroll depth, element visibility, and
improve user timings.
Collaborate on New Design
Guided by the data you have plus
what you know or hope can be
collected going forward.
Define Goals
Rinse and Repeat as needed.
Analyze and Optimize
4
Where to start? Define goals.
You should focus on analytics at these points in your redesign process
116
(re)define goals
Or reacquaint yourself with them, keeping
in mind that you’re gonna need to support
these goals with data later.
117
Take these Goals of the Harvard Gazette Redesign
Process...
Innovative, modern site
design
Enhanced visual storytelling
capabilities
Increased template flexibility
Improved Wordpress workflow
Improved reader engagement
A ‘one-stop-shop’ for
content
Improved site speed and
performance
Daily Gazette Incorporation
118
...and look at them from the perspective of the
data you have/want.
New design?
New baselines.
New ways to tell stories? New
data (to tell stories).
How does the format of a
story affect analytics?
Expose Wordpress users to
data dashboards
How can we better capture
engagement?
Off-site links build relationships
Improved site speed and
performance
Daily Gazette Audience
119
1
2
3 Upon launching any major change in
website code, closely monitor the code
for outages or strange data.
Launch and Measure New Data
Discuss analytics opportunities with
your development team, including
using Google Tag Manager to track
scroll depth, element visibility, and
improve user timings.
Collaborate on New Design
Guided by the data you have plus
what you know or hope can be
collected going forward.
Define Goals
Rinse and Repeat as needed.
Analyze and Optimize
4
Moving forward: new design.
You should focus on analytics at these points in your redesign process
120
Your Analytics
Wish List
Collaborate with your development
team to incorporate new kinds of
tracking in the new website design.
121
Static, but evolving.
Website homepages,
program or initiative landing
pages, pages used for
wayfinding and general
information. Doesn’t always
encourage returning users.
Optimization can occur at the
page level over time through
A/B testing.
Harvard.edu Homepage
Primarily used for news
and events. Constantly
updated with new stories
nearly every day which
encourages readers to
come back.
Optimization is used for
better acquisition, SEO,
and encouraging user
engagement.
The Harvard Gazette
VS
Different sites, different metrics
Each site uses web analytics in a unique way
122
● Calls to action such as
clicking on featured
content or scheduling a
campus tour
● Time to task completion
(useful for navigation
analysis—how long did it
take to find the right link?)
● Sessions with on-site
search
Harvard.edu Homepage Key
metrics
● Time on story pages
(attention minutes)
● Scroll depth
● Engagement with
embedded media
● Stories pages per
session
● Clicks on share buttons
The Harvard Gazette
Key metrics
VS
In a redesign situation...
Think about how each kind of site meets different needs
123
Audience
Acquisition
Behavior
Conversions
Default web metrics
Ways to use the data you already have
124
Analytics Wish List
Newest tracking possibilities, best (easiest) via Google Tag Manager
Predefined percentage checkpoints on
your page that, when scrolled into
view, triggers an event that is sent to
Google Analytics. You can further
customize this by creating a custom
metric, such as “percentage of
pageviews that reached X%.”
SCROLL TRACKING
This page is really long. How do I know
if users are seeing this thing that exists
way down the page? The element
visibility trigger is used to send an event
to Google Analytics when whatever you
configured is shown to the user.
ELEMENT VISIBILITY
Google Analytics doesn’t actually use a
stopwatch to track your users as they
race through the circuit of your
website, unless you tell it to. This GA
“plugin” is used improve the quality of
user behavior time measurements.
USER TIMINGS
125
1
2
3 Upon launching any major change in
website code, closely monitor the code
for outages or strange data.
Launch and Measure New Data
Discuss analytics opportunities with
your development team, including
using Google Tag Manager to track
scroll depth, element visibility, and
improve user timings.
Collaborate on New Design
Guided by the data you have plus
what you know or hope can be
collected going forward.
Define Goals
Rinse and Repeat as needed.
Analyze and Optimize
4
Launch day! Then weeks of measurement.
You should focus on analytics at these points in your redesign process
126
Launch and Measure
New Data
It’s like Christmas!
127
The Harvard Gazette
2017 Redesign
128
● Menu navigation and category
label
● Share buttons
● Trending box (or “next in series”
box)
● In-story media players and links
● Editor’s picks
● Up next footer
Walkthrough of a Gazette article
To illustrate tracking points
129
1
2
3 Upon launching any major change in
website code, closely monitor the code
for outages or strange data.
Launch and Measure New Data
Discuss analytics opportunities with
your development team, including
using Google Tag Manager to track
scroll depth, element visibility, and
improve user timings.
Collaborate on New Design
Guided by the data you have plus
what you know or hope can be
collected going forward.
Define Goals
Rinse and Repeat as needed.
Analyze and Optimize
4
What’s next? Analyze and Optimize.
You should focus on analytics at these points in your redesign process
130
Analyze and
Optimize
So, what happened after launch?
What should we measure
differently?
131
New site went live
High-level site health: Pagevies
I expected this to remain more or less the same. Good news.
132
Turns out user behavior is unchanged, pages are just physically longer in
the new template, which pushes the first interaction event (50% scroll)
to much lower down the page than before.
New site went live
Bounce rate
Bounce rate is rising slightly, but why?
133
New site went live
Average Session Duration
This decreased slightly, also as a result of the design change
134
4.4% of Story Pageviews clicked “next”
Prior to the redesign, this was less than 1% of pageviews.
On average, 1.27%
of all sessions
clicked on an
Editor’s Pick.
Users from the
Harvard
Homepage, Daily
Gazette, and other
emails (such as the
HAG) are twice as
likely to click on an
Editor’s Pick.
135
The Harvard Gazette
ranks it in the fastest
third of all pages
according to Google
Chrome User
Experience.
Site speed report: mobile
PageSpeed Insights
136
The Harvard Gazette
ranks it in the fastest
third of all pages
according to Google
Chrome User
Experience.
Site speed report: desktop
PageSpeed Insights
137
● The Daily Gazette Audience is 83,559 users
(8.04% of all users on the Gazette)
● They visited 188,049 times (sessions) since the new site launch
● Bounce Rate is better: 39.85% compared to site average of 44.48%)
● Pages per session is 1.37 pages per session
(compared to site average of 1.26)
● Average time on page is 2 minutes 31 seconds (compared to 1:49)
● 3.16% of sessions from Daily Gazette users clicked on an Editor’s Pick item
(compared to site average of 1.27%)
Daily Gazette audience on the website
PageSpeed Insights
138
Q & Aa-ron
Biggest
Lesson
Learned
1.
Don’t overthink it
Kendra Butters
Assistant Director of Community Program
Marketing at Harvard Public Affairs &
Communications
141
Set straightforward objectives:
▹ Be on brand
▹ Be on message
▹ Be nimble
14
2
143
▹ Be on brand
144
Data cards are
incorporated
throughout the site.
------------------------
Left: housing
Right: community
partnerships
145
146
147
Don’t let perfect be the enemy
of good.
14
8
Shameless plug:
▹ If you’re working on a community-
facing initiative that we can help
amplify, email me!
▹ kendra_butters@harvard.edu
14
9
2.
When Waterfall gets you down:
Going Agile with DUX
(content strategy, user testing, and design)
Kerry Conley
Director of Communications at
Harvard Library
Agile in a nutshell:
Build the
right thing;
build the
thing right.
15
1
152
15
3
The challenges:
- changing
universe of
components and
content types
- managing local
content
owners’
expectations
▹ Set clear expectations with internal
staff and leadership
Tip: if you’re not doing a 1-to-1 content migration,
don’t call it a migration project.
▹ Build in time for consistency check
▹ Be explicit during the RFP process
▹ It’s worth doing!
future.library.harvard.edu
15
4
What I Learned...
3.
Working with a
tight budget
James Evans
Publications Coordinator at
Fairbank Center for Chinese Studies
156
fairbank.fas.harvard.edu
4.
Getting buy-in
Janell Sims
Assistant Director, Online Content and
Production Team at Harvard Law School
Community Input
15
9
Transparency in
Migration and
Development
Feedback from editors
Updatestofeaturestories
andpriorities
Demoofnew
features
Informed the Project
5.
Choosing wisely
Lucy Thomas
Digital Content Strategist at the
Wyss Institute
161
▹ https://wyss.harvard.edu
What I learned:
▹ Choosing the right vendor is
extremely important.
▹ Be thoughtful and build in time to
make this decision!
16
2
What I learned:
▹ Don’t be afraid to delegate!
▹ If this is not an option, seek as much
advice/input as possible.
16
3
Examples:
▹ Content migration
▹ Quality Assurance
16
4
6.
Redesign and a
“rethinking”
Mike Petroff and
Nicole Seferian
Harvard Public Affairs & Communications
166
2013
2018
Pre-redesign observations
▹ The design felt neutral
▹ The layout was restrictive
▹ Headlines got lost
▹ Photo and video not integrated
16
7
More open.
More flexible.
▹ Open mind and platform
▹ More immersive storytelling
▹ Not just a pretty new wrapper for
the same old stuff
16
8
169
Onward and upward, robots
What we learned:
▹ A redesign is a chance to not only
change the website, but also
reevaluate workflows,
assumptions, and editorial
decisions.
17
0
Thank you!
@m_swartz
MIKE SWARTZ
The 21st Century Web
FOUNDED
2008
LOCATION
Boston
In the West End, where
Spock grew up
EMPLOYEES
27
Our legal birthday
is April 1. No joke.
Designers, Engineers,
and Producers
How different is
the web today?
In some ways, not
much.
HTML / CSS / JS*
But …
How can we practice
modern web design?
Strategy is crucial
User-centered design
As a _____, I want to
_____
So that I can _____
Understand your users
and their goals
Do you even need a
website???
Strategy != Planning
Wireframes
Principles, Goals,
Priorities & Vision
What does success look like?
How will we measure it?
upstatement.com/strategy
Less design,
more content
Content is the most
important part of your UX
So why does it always feel
like it comes last?
So why does it always feel
like it comes last?
Invest in your content,
and own it long-term
Think about your content
the same way you think
about design + tech
Help users find their way
People, tools, process
= workflow
Make it easy!
A note about performance
and accessibility
A note about performance
and accessibility
It’s an ongoing process
No website is an
island
Think about the entire
user journey
Where is your audience?
How else are they being served?
What can we do in our
space that’s totally unique?
Your site should play well
with others
Technically AND content wise
Your experience on
other platforms
Take the long view
10years / 5years / 18mos
CMS
Content
Source
Content
Source
API
Website
Off
Platform
App
Content sources and
integrations
Experience Curation User Experience
Harvard GSD
Agency or FTE?
Where to start?
$$$$
$
Low Impact High Impact
Perfect the process
Let’s talk about agile
Vision
01
Write down business
and user goals
• Conduct interviews
• Run workshops
• Deep dive on past research
• Analyze site metrics
• Define goals & audience
• Develop KPIs
• Establish the big picture
• Conduct interviews
• Run workshops
• Deep dive on past research
• Analyze site metrics
• Define goals & audience
• Develop KPIs
• Establish the big picture
Vision
01
01
02
03
04
05
06
07
08
09
10
Establish our biggest
priorities and build
Write down business
and user goals
Vision
01
Build
02
• Work agile: 2-week sprints
• Turn vision into product
• Make it real, do it fast
• Frequent client feedback
• Test as we build
• Continuously QA
• Document as we go
• Conduct interviews
• Run workshops
• Deep dive on past research
• Analyze site metrics
• Define goals & audience
• Develop KPIs
• Establish the big picture
01
02
03
04
05
06
07
08
09
10
Establish our biggest
priorities and build
PRODUCT
OWNER
SMALL
TEAM
SMALL
TEAM
CREATIVE
DIRECTOR
TECHNOLOGY
DIRECTOR
PRODUCER
DESIGNER
ENGINEER
Design debt, tech debt,
content debt
Instead of big “launches,”
Think about “releases”
Instead of big “launches,”
Think about “releases”
Launch day is just the
beginning
Thanks!

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Website Strategy Academy Presentation Slides

  • 2. Schedule 8:30 – 9:00am Registration & Breakfast 9:00 – 9:05am Opening Remarks 9:10 – 9:40am Prioritizing Content Strategy and Governance in Your Website Redesign 9:45 – 10:10am Scoping a Website Redesign: Aligning Business Requirement With Technical Implementation 10:15 – 10:35am Getting to Know Harvard Web Publishing: An In-House “One-Stop Shop” for Cost- Effective Digital Solutions 10:35 – 10:55am Coffee Talk 10:55 – 11:20am Using Data to Inform Your Redesign Roadmap 11:25 – 11:55am The Biggest Lesson Learned 12:00 – 12:30pm The 21st Century Web 12:30pm Concluding Thoughts
  • 4. Place your screenshot here Join the conversation on Twitter #DigWS
  • 5. Do not fear Presentation decks will be available via Slideshare next week!
  • 6. Show of hands, please….
  • 8. Harvard IOP — 2005 Redesign
  • 9. Harvard IOP — 2008 Redesign
  • 10. Harvard IOP — 2012 Redesign
  • 11. Everyone loves a makeover!
  • 12. We all agree we need a plan. But what is it?
  • 13. Academies build your skills...and peer networks
  • 15. Purpose of today’s event Equip you with a framework built on shared best practices that can easily align with your office’s objectives—so you’ll be able to determine the correct size and scope of your next website reboot (or whether one is needed at all).
  • 16. Schedule 8:30 – 9:00am Registration & Breakfast 9:00 – 9:05am Opening Remarks 9:10 – 9:40am Prioritizing Content Strategy and Governance in Your Website Redesign 9:45 – 10:10am Scoping a Website Redesign: Aligning Business Requirement With Technical Implementation 10:15 – 10:35am Getting to Know Harvard Web Publishing: An In-House “One-Stop Shop” for Cost- Effective Digital Solutions 10:35 – 10:55am Coffee Talk 10:55 – 11:20am Using Data to Inform Your Redesign Roadmap 11:25 – 11:55am The Biggest Lesson Learned 12:00 – 12:30pm The 21st Century Web 12:30pm Concluding Thoughts
  • 18. Up Next: Prioritizing Content Strategy & Governance in Your Website Redesign ● Georgy will discuss establishing ownership, roles, & buy-in at the outset of your project, as well as weaving content strategy throughout a redesign ● Nearly 14 years of higher ed experience, both in-house & as a consultant Associate Creative Director, Digital Strategy OHO Interactive Georgy Cohen
  • 19. Georgy Cohen Associate Creative Director, Digital Strategy Harvard University Website Strategy Academy March 22, 2018 Prioritizing Content Strategy and Governance in Your Website Redesign
  • 21. OHO INTERACTIVEShow your work GoalsMessages Audience Day 1
  • 22. OHO INTERACTIVEShow your work GoalsMessages Audience Day 2
  • 23. OHO INTERACTIVEShow your work GoalsMessages Audience
  • 24. A newly launched website should align to a process and a strategy that ensures ongoing effectiveness.
  • 25. OHO INTERACTIVE Aligning a web redesign to content strategy Show your work Kickoff UX Design Content Build Launch - Set goals - Define messages - Process & policy audit - Outreach to community - Information hierarchy - Set content expectations - ID content sources - Confirm sustainable effort - Reinforce brand and messaging alignment - Content creation - Voice & tone - Style guide - Publishing process - Content reuse & taxonomy - Data source integrations - Publishing roles & workflow - Structure for SEO & GA - Activate policy and process - Outreach goes on - Content QA - Measure & plan
  • 26. OHO INTERACTIVEHigher ed is… special Factors Inhibiting a Strategic Website ● Politics ● Decentralization ● Silos ● Lack of nimble decision-making ● Lack of accountability ● Lack of digital owner ● Fear of change
  • 27. Change is inevitable Change ain’t easy. But standing still is not an option. If our institutions don’t mature as digital organizations, we risk losing our audience and failing to achieve our goals. We can’t impose change overnight if we want it to last. By priming our community to understand and accept change, and in the process laying a groundwork for meaningful web governance, we are investing in the long-term viability of our website as a tool for strategic success. Governance is cool
  • 28. If we don’t mature as digital organizations, we risk failure. How do we instead set ourselves up for success?
  • 29. Five considerations: ● Get buy-in from community ● Set people up for success ● Be realistic - think sustainably ● Lay foundation for decision-making ● Establish framework for accountability
  • 30. OHO INTERACTIVE Get buy-in from the community
  • 31. OHO INTERACTIVE Align to organizational goals Map out how web explicitly supports executive priorities Get buy-in from the community
  • 32. OHO INTERACTIVE Align to organizational goals Map out how web explicitly supports executive priorities Get buy-in from the community
  • 33. OHO INTERACTIVE Be transparent about process Get buy-in from the community
  • 34. OHO INTERACTIVE Bring people together Get buy-in from the community Form a content community to connect people to information, and each other
  • 35. OHO INTERACTIVE Connect people to content outcomes Don’t just give out analytics logins and reports - help them see the real Get buy-in from the community
  • 36. OHO INTERACTIVE Set people up for success
  • 37. OHO INTERACTIVE Gauge savviness & plug skill gaps Set people up for success Awareness of brand, style, goals, audience Content decision- making process and roles Content quality assurance Measurement strategy Content publishing workflow and editor experience
  • 38. OHO INTERACTIVE Take inventory of resources & documentation Set people up for success ● Are they current & accessible? ○ Training (CMS, content) ○ Documentation (style guide, branding) ○ Editorial workflows ○ Policies
  • 39. OHO INTERACTIVE Make training a cultural function & expectation Show your work
  • 40. OHO INTERACTIVE How are web responsibilities accounted for in the job descriptions of those for whom the web is a measurable task? ● Are the tasks explicitly listed? ● Does the individual receive reasonable time allocations to complete them? ● Do they get training, professional development, or budget? Codify web responsibilities Set people up for success
  • 41. OHO INTERACTIVE Be realistic. Think sustainably.
  • 42. OHO INTERACTIVEBe realistic. Think sustainably. Content audit Competitor audit Analytics User testing
  • 43. OHO INTERACTIVE Apply the results Governance solutions Website issues (e.g. content training, access to guidelines) (e.g. inconsistent content quality) Be realistic. Think sustainably.
  • 44. OHO INTERACTIVE Check your sources ● Repurposed content ● Data integration ● Content reuse via taxonomy Be realistic. Think sustainably.
  • 45. OHO INTERACTIVE Memo from your future self Be realistic. Think sustainably.
  • 46. OHO INTERACTIVE Lay the foundation for decision-making
  • 47. OHO INTERACTIVEShow your work GoalsMessages Audience
  • 48. OHO INTERACTIVE Define & share content criteria & guidelines Lay the foundation for decision-making
  • 49. OHO INTERACTIVE Revisit key processes Lay the foundation for decision-making
  • 50. OHO INTERACTIVE Use an editorial planning tool xxx Lay the foundation for decision-making
  • 51. OHO INTERACTIVE Consider the content lifecycle Lay the foundation for decision-making
  • 52. OHO INTERACTIVE Set up a framework for accountability
  • 53. OHO INTERACTIVE Consider the best governance model Centralized Hybrid Decentralized ● Central web team owns publishing process ● Team fully resourced for content efforts ● Outlying units serve SME/consultative role ● Ownership shared between central team & units ● Both sides have resources, training, and guidelines necessary to fulfill established responsibilities ● Appropriate balance varies ● No central web team coordinating institution- wide publishing efforts ● Every unit manages its own information ● Standards & quality vary Set up a framework for accountability
  • 54. OHO INTERACTIVE Define roles & responsibilities Set up a framework for accountability
  • 55.
  • 56.
  • 57. OHO INTERACTIVE Map out your governance model Set up a framework for accountability
  • 58. OHO INTERACTIVE Plan your publishing workflow Set up a framework for accountability
  • 60. OHO INTERACTIVE If you are planning a redesign... ● Hold every decision up against your goals ● Form and strengthen relationships now ● Define and assert ownership at the outset ● For every decision you make about the project, make at least one decision about the process Next steps
  • 61. OHO INTERACTIVE If you are in the midst of or recently launched a redesign... ● Consider how best to measure your effectiveness against your goals ● Evaluate your publishing roles & workflow, and make sure editors are equipped to succeed ● Make sure you have a sustainable plan for ongoing content creation & quality assurance Next steps
  • 63. Scoping a website redesign aligning business requirements with technical implementation
  • 64. What to expect? Web projects, big or small, have MANY components ... Content Strategy Design Development Analytics SEO Hosting QA Domain Accessibility Project Management Development Maintenance
  • 65. What I will cover 1. Work with vendors 2. Gather requirements 3. CMS selection 4. Align requirements with implementation 5. Q&A
  • 67. If/when/how to bring in vendors ● Web is complex and fast-evolving. If budget allows, bring in vendors to ○ take advantage of the latest technology ○ learn best practices ● Many ways to work with vendors ○ Content strategy ○ Design ○ Development / build ○ Any, or all; separate or together; same vendor or bring in separate vendors to work together
  • 68. Get cost range via RFI (Request for Information) RFI RFP
  • 69. Review RFP Responses and choose the right vendor for your project. Fit matters! ● Understand RFP responses ○ Expect a range (highest bid could easily be 4x the lowest) ● Cookie cutter vs. fully- customized/tailored solutions ● Safe vs. creative solutions
  • 71. Content of current site Inform content strategy, also design and development efforts Sitemap CMS Admin
  • 72. Features of current site API Integrations Feeds in and out Automated Tasks Custom Site Features
  • 73. Check the list of pain points and wishlist items
  • 74. Sample Requirements Worksheet ● Which audiences do you think are using the your website (most important ones at top)? ● What are the main reasons these audiences come to the site? ● Are there audiences you would like to attract but do not currently? ● What are the main actions we want them to take? ● Please list the top three challenges of the current site, user or admin facing ● Name 2-3 comparative sites that you like and describe why ● Use a few adjectives to describe how the user should perceive the new site. (Ex: prestigious, friendly, fun, forward-thinking, innovative, etc.) ● How will you know if this website redesign project is a success? I.e. what are the desired outcomes? ● How does your organization differentiate itself from its competitive set? Is that reflected with the site?
  • 75. Joint Discovery Phase OPEN ● Hear new ideas and new possibilities ● Ask to see vendor's latest/best projects ● Educate vendors on the specifics of your organization FOCUSED ● All teams have clear idea of goals ● All understand and agree what the success looks like ● All agree how communication and signoff will work do this together with the vendor
  • 76. Don't forget the admin users who spend more time on site, and who deal with more complex workflow Image credit: https://www.goverlan.com/
  • 77. For Wordpress sites ● Work with vendor to create custom Wordpress dashboard widget ○ Add quick stats ○ Add links to help ● Set up training for admin users to learn CMS features ○ For example, "screen options"
  • 78.
  • 79. Analytics shouldn't be an afterthought Plan for it when the project is being scoped out ● Google Tag Manager offers easier and more flexible control of analytics tracking effort ● Best time to set up is during the site development in case html markup needs to be set up in certain way or if other tracking or data-layer variables need to be set up ● It's possible and recommended to continue use the same Google Analytics profile
  • 80. Content Migration This is an area that can easily be underestimated and could slow down the project or even push out site launch date. If you: ● have a large site with lots of content ● changing CMS ● are looking to consolidate content from multiple sites Consider: ● Auto scripting + manual review ● URL pattern -- if changing, need redirects Image credit: https://augurian.com/seo-website-migration-strategy-guide/
  • 82. CMS selection What's the best Content Management System
  • 83.
  • 84. Both are good choices Large user/developer base Stable system Wide selection of plugins/modules Secure if properly managed Score 1-5 Functionality 5 5 Flexibility 4-5 5 Learning Curve (5 means more difficult to learn) 3-4 4-5 Cost to build (bigger number means cost more) 2-4 3-5 Cost to host 2-3 4-5
  • 85. Additional factors to consider ● CMS of your existing site ● Preference or expertises of your internal team ● Vendor: some vendors work with both but many have a preference
  • 86. Requirements Checklist ● Accessibility ● SEO ● Performance ● Security ● Analytics ● Social share ready (og tags, etc.) ● Content migration ● Top-page redirects (from old site to new site, note redirects limit) ● Admin users ● Design ● User Experience Design ● Content ● Site-specific features ○ Existing features ○ Pain points ○ Wishlist items
  • 89. Focus on Core Requirements ● During the discovery phase, put requirements into two tiers: core requirements and Nice-to-have's ● During each project review, ALWAYS check core requirements, ensure no distractions or changes impact the completion of core requirements
  • 90. Simplify approval process and use vendor's resources effectively Whether your vendor gives you a fixed quote or not, they operate by hours. https://www.shareicon.net/tag/clock?p=4
  • 91. Site launch is the new beginning
  • 92. Q&A
  • 94. Harvard Web Publishing Website Strategy Academy March 22, 2018
  • 95. Harvard Web Publishing HWP started as a three- year initiative in early 2012. Our goal was to make it easier for the University community to build and maintain effective, affordable, Harvard- branded websites.
  • 96. Problems we were trying to solve... ● Lack of unified services for departmental websites ● Inconsistent and confusing user experience ● Proliferation of web publishing platforms and technical architectures leading to inefficiencies in maintenance and support ● Inability of departments to maintain website content ● Difficulty of access to Harvard’s online resources ● Harvard’s web presence reflects poorly on the University’s reputation and image
  • 97. Two Options: Hire HWP or Self-serve Self-Serve ● OpenScholar platform available to the Harvard Community (HarvardKey required) ● Online Documentation ● Ongoing training Hire HWP ● Full-service in-house agency ● Wide range of services (consultations, content strategy, website implementation, training, etc.) ● Professional-looking, accessible, responsive sites
  • 98. Why Hire HWP? ● Reliable, reputable, easy to access vendor ● Familiar with the Harvard landscape ● Customer service-focused ● Nimble, adaptable service offerings ● Adapt our team to client profile ● Below-market rates ● Easy-to-use platform (OS)
  • 99. Website Building General Consulting Content Strategy Support & Training Harvard Web Publishing Services Don’t know where to start? That’s cool too! Let us help you navigate your options, inside or outside of Harvard. 3rd-Party Consulting Custom Designs User Research And More!
  • 100. Team Kenton Director Kate Gabriel Web Project Support Analyst Senior Project Manager Richard Senior User Experience & Web Designer Mary Senior Project Manager Dorian Joe User Experience Lead Web Project Support Analyst Interns Emily Web Publishing LHT Yusuf Web Publishing Intern We’re Hiring! Mourad Harvard Bridge Program Professional Intern
  • 102. Project Charter Content Audit (OUCH) Content Tracker Card Sorting Tools & Artifacts for Web Projects Wireframes Prototyping Templates User Interviews Needs Assessment Platform Recommendations Blitzes Etc.
  • 104. We adapt our team to suit client needs .
  • 105. Harvard Divinity School ● School flagship site and subsites ● Custom theme ● Partners: HDS IT/Comms + HWP
  • 106. Islamic Studies ● Migrated from Wordpress ● Beautiful images ● Custom Design
  • 107. Harvard School of Dental Medicine ● School flagship site and subsites ● Custom design ● Ongoing Partnership
  • 108. Harvard in the Community ● Custom design ● Working with HPAC :)
  • 109. $10-25k Average amount for website projects at HWP 50Projects per Year (approx.)
  • 110. Some of our 2017 Clients Harvard Divinity School flagship ● Harvard School of Dental Medicine flagship ● Title IX Office ● East Asian Art History ● Data Science ● Center for Advanced Imaging ● HMS Graduate Education ● HSDM 150th Anniversary ● Institute for Theory and Computation ● Executive Vice President's Office ● Harvard Speaks on Climate Change ● China Project ● Center for African Studies ● EdLabs ● HMS Medical Education ● HKS Ash Center ● HKS Hauser Center ● HKS Carr Center ● HSPH Center for Health and the Global Environment ● HGSE Instructional Moves ● Harvard Library ● Harvard College Fund ● Black Hole Initiative ● Zaentz Early Education Initiative ● Planetary Health Alliance ● Healthcare Policy Program at HKS ● Office of the Arts ● Radcliffe Community Intranet ● DCE Dean of Students ● HSDM Oral Care and Primary Care ● University Marshal ● Harvard Global Institute ● Arts and Humanities Division ● Youth Protection Office ● HBS Research Computing ● Center for Wellness ● HUIT Harvard Phone ● Currier House ● Bok Center ● Faculty Support Administrator Network ● HUIT Accessibility Site ● HPAC Community Affairs ● Law School Exhibits Addenda, etc. - About 50 projects per year, of all sizes
  • 111. Looking Ahead 2018 and beyond ● Provide a portfolio of technology solutions (OpenScholar and other 3rd- party vendor options) ● Multiple Platforms ● Enhanced professional services ● Establish vendor referral program ● UX, Mobile, Accessibility ● Focus on digital experiences, web/mobile ● Buy or broker solutions (rather than building our own)
  • 114. 114 Using Data to Inform Your Redesign Roadmap AARON BAKER, DIGITAL ANALYTICS LEAD HARVARD PUBLIC AFFAIRS AND COMMUNICATIONS
  • 115. 115 1 2 3 Upon launching any major change in website code, closely monitor the code for outages or strange data. Launch and Measure New Data Discuss analytics opportunities with your development team, including using Google Tag Manager to track scroll depth, element visibility, and improve user timings. Collaborate on New Design Guided by the data you have plus what you know or hope can be collected going forward. Define Goals Rinse and Repeat as needed. Analyze and Optimize 4 Where to start? Define goals. You should focus on analytics at these points in your redesign process
  • 116. 116 (re)define goals Or reacquaint yourself with them, keeping in mind that you’re gonna need to support these goals with data later.
  • 117. 117 Take these Goals of the Harvard Gazette Redesign Process... Innovative, modern site design Enhanced visual storytelling capabilities Increased template flexibility Improved Wordpress workflow Improved reader engagement A ‘one-stop-shop’ for content Improved site speed and performance Daily Gazette Incorporation
  • 118. 118 ...and look at them from the perspective of the data you have/want. New design? New baselines. New ways to tell stories? New data (to tell stories). How does the format of a story affect analytics? Expose Wordpress users to data dashboards How can we better capture engagement? Off-site links build relationships Improved site speed and performance Daily Gazette Audience
  • 119. 119 1 2 3 Upon launching any major change in website code, closely monitor the code for outages or strange data. Launch and Measure New Data Discuss analytics opportunities with your development team, including using Google Tag Manager to track scroll depth, element visibility, and improve user timings. Collaborate on New Design Guided by the data you have plus what you know or hope can be collected going forward. Define Goals Rinse and Repeat as needed. Analyze and Optimize 4 Moving forward: new design. You should focus on analytics at these points in your redesign process
  • 120. 120 Your Analytics Wish List Collaborate with your development team to incorporate new kinds of tracking in the new website design.
  • 121. 121 Static, but evolving. Website homepages, program or initiative landing pages, pages used for wayfinding and general information. Doesn’t always encourage returning users. Optimization can occur at the page level over time through A/B testing. Harvard.edu Homepage Primarily used for news and events. Constantly updated with new stories nearly every day which encourages readers to come back. Optimization is used for better acquisition, SEO, and encouraging user engagement. The Harvard Gazette VS Different sites, different metrics Each site uses web analytics in a unique way
  • 122. 122 ● Calls to action such as clicking on featured content or scheduling a campus tour ● Time to task completion (useful for navigation analysis—how long did it take to find the right link?) ● Sessions with on-site search Harvard.edu Homepage Key metrics ● Time on story pages (attention minutes) ● Scroll depth ● Engagement with embedded media ● Stories pages per session ● Clicks on share buttons The Harvard Gazette Key metrics VS In a redesign situation... Think about how each kind of site meets different needs
  • 124. 124 Analytics Wish List Newest tracking possibilities, best (easiest) via Google Tag Manager Predefined percentage checkpoints on your page that, when scrolled into view, triggers an event that is sent to Google Analytics. You can further customize this by creating a custom metric, such as “percentage of pageviews that reached X%.” SCROLL TRACKING This page is really long. How do I know if users are seeing this thing that exists way down the page? The element visibility trigger is used to send an event to Google Analytics when whatever you configured is shown to the user. ELEMENT VISIBILITY Google Analytics doesn’t actually use a stopwatch to track your users as they race through the circuit of your website, unless you tell it to. This GA “plugin” is used improve the quality of user behavior time measurements. USER TIMINGS
  • 125. 125 1 2 3 Upon launching any major change in website code, closely monitor the code for outages or strange data. Launch and Measure New Data Discuss analytics opportunities with your development team, including using Google Tag Manager to track scroll depth, element visibility, and improve user timings. Collaborate on New Design Guided by the data you have plus what you know or hope can be collected going forward. Define Goals Rinse and Repeat as needed. Analyze and Optimize 4 Launch day! Then weeks of measurement. You should focus on analytics at these points in your redesign process
  • 126. 126 Launch and Measure New Data It’s like Christmas!
  • 128. 128 ● Menu navigation and category label ● Share buttons ● Trending box (or “next in series” box) ● In-story media players and links ● Editor’s picks ● Up next footer Walkthrough of a Gazette article To illustrate tracking points
  • 129. 129 1 2 3 Upon launching any major change in website code, closely monitor the code for outages or strange data. Launch and Measure New Data Discuss analytics opportunities with your development team, including using Google Tag Manager to track scroll depth, element visibility, and improve user timings. Collaborate on New Design Guided by the data you have plus what you know or hope can be collected going forward. Define Goals Rinse and Repeat as needed. Analyze and Optimize 4 What’s next? Analyze and Optimize. You should focus on analytics at these points in your redesign process
  • 130. 130 Analyze and Optimize So, what happened after launch? What should we measure differently?
  • 131. 131 New site went live High-level site health: Pagevies I expected this to remain more or less the same. Good news.
  • 132. 132 Turns out user behavior is unchanged, pages are just physically longer in the new template, which pushes the first interaction event (50% scroll) to much lower down the page than before. New site went live Bounce rate Bounce rate is rising slightly, but why?
  • 133. 133 New site went live Average Session Duration This decreased slightly, also as a result of the design change
  • 134. 134 4.4% of Story Pageviews clicked “next” Prior to the redesign, this was less than 1% of pageviews. On average, 1.27% of all sessions clicked on an Editor’s Pick. Users from the Harvard Homepage, Daily Gazette, and other emails (such as the HAG) are twice as likely to click on an Editor’s Pick.
  • 135. 135 The Harvard Gazette ranks it in the fastest third of all pages according to Google Chrome User Experience. Site speed report: mobile PageSpeed Insights
  • 136. 136 The Harvard Gazette ranks it in the fastest third of all pages according to Google Chrome User Experience. Site speed report: desktop PageSpeed Insights
  • 137. 137 ● The Daily Gazette Audience is 83,559 users (8.04% of all users on the Gazette) ● They visited 188,049 times (sessions) since the new site launch ● Bounce Rate is better: 39.85% compared to site average of 44.48%) ● Pages per session is 1.37 pages per session (compared to site average of 1.26) ● Average time on page is 2 minutes 31 seconds (compared to 1:49) ● 3.16% of sessions from Daily Gazette users clicked on an Editor’s Pick item (compared to site average of 1.27%) Daily Gazette audience on the website PageSpeed Insights
  • 140. 1. Don’t overthink it Kendra Butters Assistant Director of Community Program Marketing at Harvard Public Affairs & Communications
  • 141. 141
  • 142. Set straightforward objectives: ▹ Be on brand ▹ Be on message ▹ Be nimble 14 2
  • 143. 143 ▹ Be on brand
  • 144. 144 Data cards are incorporated throughout the site. ------------------------ Left: housing Right: community partnerships
  • 145. 145
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  • 147. 147
  • 148. Don’t let perfect be the enemy of good. 14 8
  • 149. Shameless plug: ▹ If you’re working on a community- facing initiative that we can help amplify, email me! ▹ kendra_butters@harvard.edu 14 9
  • 150. 2. When Waterfall gets you down: Going Agile with DUX (content strategy, user testing, and design) Kerry Conley Director of Communications at Harvard Library
  • 151. Agile in a nutshell: Build the right thing; build the thing right. 15 1
  • 152. 152
  • 153. 15 3 The challenges: - changing universe of components and content types - managing local content owners’ expectations
  • 154. ▹ Set clear expectations with internal staff and leadership Tip: if you’re not doing a 1-to-1 content migration, don’t call it a migration project. ▹ Build in time for consistency check ▹ Be explicit during the RFP process ▹ It’s worth doing! future.library.harvard.edu 15 4 What I Learned...
  • 155. 3. Working with a tight budget James Evans Publications Coordinator at Fairbank Center for Chinese Studies
  • 157.
  • 158. 4. Getting buy-in Janell Sims Assistant Director, Online Content and Production Team at Harvard Law School
  • 159. Community Input 15 9 Transparency in Migration and Development Feedback from editors Updatestofeaturestories andpriorities Demoofnew features Informed the Project
  • 160. 5. Choosing wisely Lucy Thomas Digital Content Strategist at the Wyss Institute
  • 162. What I learned: ▹ Choosing the right vendor is extremely important. ▹ Be thoughtful and build in time to make this decision! 16 2
  • 163. What I learned: ▹ Don’t be afraid to delegate! ▹ If this is not an option, seek as much advice/input as possible. 16 3
  • 164. Examples: ▹ Content migration ▹ Quality Assurance 16 4
  • 165. 6. Redesign and a “rethinking” Mike Petroff and Nicole Seferian Harvard Public Affairs & Communications
  • 167. Pre-redesign observations ▹ The design felt neutral ▹ The layout was restrictive ▹ Headlines got lost ▹ Photo and video not integrated 16 7
  • 168. More open. More flexible. ▹ Open mind and platform ▹ More immersive storytelling ▹ Not just a pretty new wrapper for the same old stuff 16 8
  • 170. What we learned: ▹ A redesign is a chance to not only change the website, but also reevaluate workflows, assumptions, and editorial decisions. 17 0
  • 173. FOUNDED 2008 LOCATION Boston In the West End, where Spock grew up EMPLOYEES 27 Our legal birthday is April 1. No joke. Designers, Engineers, and Producers
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  • 181. How different is the web today?
  • 182. In some ways, not much.
  • 183.
  • 184. HTML / CSS / JS*
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  • 193. How can we practice modern web design?
  • 196. As a _____, I want to _____ So that I can _____
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  • 205. Do you even need a website???
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  • 213. What does success look like?
  • 214. How will we measure it?
  • 217. Content is the most important part of your UX
  • 218. So why does it always feel like it comes last?
  • 219. So why does it always feel like it comes last?
  • 220.
  • 221. Invest in your content, and own it long-term
  • 222. Think about your content the same way you think about design + tech
  • 223. Help users find their way
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  • 228. A note about performance and accessibility
  • 229. A note about performance and accessibility
  • 230.
  • 231. It’s an ongoing process
  • 232. No website is an island
  • 233. Think about the entire user journey
  • 234.
  • 235.
  • 236. Where is your audience?
  • 237. How else are they being served?
  • 238. What can we do in our space that’s totally unique?
  • 239. Your site should play well with others
  • 242.
  • 243. Take the long view
  • 244. 10years / 5years / 18mos
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  • 256. Vision 01 Write down business and user goals • Conduct interviews • Run workshops • Deep dive on past research • Analyze site metrics • Define goals & audience • Develop KPIs • Establish the big picture
  • 257. • Conduct interviews • Run workshops • Deep dive on past research • Analyze site metrics • Define goals & audience • Develop KPIs • Establish the big picture Vision 01 01 02 03 04 05 06 07 08 09 10 Establish our biggest priorities and build Write down business and user goals
  • 258. Vision 01 Build 02 • Work agile: 2-week sprints • Turn vision into product • Make it real, do it fast • Frequent client feedback • Test as we build • Continuously QA • Document as we go • Conduct interviews • Run workshops • Deep dive on past research • Analyze site metrics • Define goals & audience • Develop KPIs • Establish the big picture 01 02 03 04 05 06 07 08 09 10 Establish our biggest priorities and build
  • 260. Design debt, tech debt, content debt
  • 261.
  • 262. Instead of big “launches,” Think about “releases”
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  • 266. Instead of big “launches,” Think about “releases”
  • 267.
  • 268. Launch day is just the beginning