Summary to the Board; 11-08

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A summary of the UChicago web community project for the Alumni Board of Governors meeting in November 2008

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Summary to the Board; 11-08

  1. 1. Alumni Web Community <ul><li>Alumni Board of Governors </li></ul><ul><li>Eric Horner, Ryan Nagdeman </li></ul><ul><li>November 7, 2008 </li></ul>
  2. 2. Today’s presentation <ul><li>Background & History </li></ul><ul><li>Project Schedule </li></ul><ul><li>Production Status </li></ul><ul><li>Current Site Designs </li></ul><ul><li>Major Milestones </li></ul><ul><li>Next Steps </li></ul><ul><li>Conclusion & Questions </li></ul>
  3. 3. Alumni Board of Governors Initiatives ‘05 <ul><ul><li>Create a new Web 2.0 Alumni Platform to: </li></ul></ul><ul><ul><li>Serve as primary conduit between alumni & the institution </li></ul></ul><ul><ul><li>Increase alumni engagement & participation in the world-wide University Community </li></ul></ul><ul><ul><li>Cultivate alumni advocacy & support for the institution </li></ul></ul><ul><ul><li>Recognize & celebrate alumni achievement </li></ul></ul><ul><ul><li>Ensure a more pleasant & efficient access to appropriate services & programs for alumni interests </li></ul></ul><ul><ul><li>Provide users with a personalized interface, relevant to their experience with the University </li></ul></ul><ul><ul><li>Improve alumni directory & enhance networking </li></ul></ul><ul><ul><li>Facilitate easy but secure online giving & event registration </li></ul></ul><ul><ul><li>Create an interactive volunteer site </li></ul></ul><ul><ul><li>Go live by fall 2008 </li></ul></ul>
  4. 4. Brief History <ul><li>mStoner Survey Study 2006 </li></ul><ul><ul><li>Audience defined </li></ul></ul><ul><ul><li>Need for Content Management System (CMS) </li></ul></ul><ul><ul><li>Update & refine interface </li></ul></ul><ul><ul><li>Consider Chicago’s web community outside the proprietary site </li></ul></ul><ul><ul><li>Critical analysis of our current site architecture </li></ul></ul>
  5. 5. Current
  6. 6. Brief History II <ul><li>Rolling Orange 2007 </li></ul><ul><ul><li>Design firm partner selected first </li></ul></ul><ul><ul><li>Scope of work for project completion </li></ul></ul><ul><ul><li>Creation of an RFP for desired applications </li></ul></ul><ul><ul><li>New Systems Architecture </li></ul></ul><ul><ul><li>Redesigned Information Ecosystem </li></ul></ul><ul><ul><li>Workflow management </li></ul></ul><ul><ul><li>Staffing recommendations </li></ul></ul><ul><ul><li>UChicago Brand Position </li></ul></ul>
  7. 7. arch
  8. 8. Coordinated Technology Needs <ul><li>Entire system coordinated by: </li></ul><ul><ul><li>Secure LDAP - Single Sign-On (SSO) </li></ul></ul><ul><ul><li>the Application Service Provider on the front end </li></ul></ul><ul><ul><li>the Griffin database on the back end </li></ul></ul><ul><li>Guarantee secure commerce certification </li></ul><ul><li>Enable sharing services & content across all sites </li></ul><ul><li>Common communications system/ administrative database reporting </li></ul><ul><li>Consistent user interface/experience </li></ul><ul><li>Protect the exclusiveness of alumni community </li></ul>
  9. 9. Architecture of new site <ul><li>Reorient structure based on what users want to accomplish online… </li></ul><ul><ul><li>not necessarily reflection of internal administrative structure </li></ul></ul><ul><li>4 main buckets: Alumni, Giving, Volunteering, News & Publications </li></ul><ul><ul><li>Alumni : directory, clubs/groups, careers, events, education, travel, personal profiles, peer interactions </li></ul></ul><ul><ul><li>Giving : ways to give, why give, recognition, make a gift </li></ul></ul><ul><ul><li>Volunteering : ways to volunteer, volunteering tools and applications </li></ul></ul><ul><ul><li>News/Pub : Magazine, Core, news releases, blogs, other University of Chicago sites </li></ul></ul>
  10. 10. Common Systems Foundation <ul><li>Functionality examples </li></ul><ul><ul><li>Alumni Example: Users can select the types of news and information they would like to receive from us and we can record in Griffin. </li></ul></ul><ul><ul><li>Giving Example: Users would be able to view their personal Giving history fed from Griffin data. </li></ul></ul><ul><ul><li>Volunteer Example: OPA would like to assign volunteers call sheets. Information about the assignments would come out of Griffin </li></ul></ul>
  11. 11. Info eco
  12. 12. Seamless experience <ul><li>Each section has its own requirements </li></ul><ul><li>Community as a whole is interconnected </li></ul><ul><ul><li>Example: Alumni and Education overlap at blogs, classes and travel </li></ul></ul><ul><ul><li>Example: Giving overlaps Alumni and Education </li></ul></ul><ul><ul><li>Example: Both the Alumni Community and Giving sites have volunteer needs </li></ul></ul><ul><li>Our intention is to blend functionality and content to create a seamless experience where information is at the right place at the right time. </li></ul>
  13. 13. User Experience <ul><li>Destination </li></ul><ul><li>Easy to participate </li></ul><ul><li>Personalized </li></ul><ul><li>Customizable </li></ul><ul><li>Rich connections </li></ul><ul><li>Seamless experience </li></ul><ul><li>Unified University brand </li></ul><ul><li>Integrated content </li></ul><ul><li>Accessible from the homepage in several ways, but primarily from the Alumni & Friends tab which already exists </li></ul>
  14. 14. Flow
  15. 15. Needs of staff/admin users <ul><li>Update Communications tools </li></ul><ul><ul><li>Email, web, calendar, profiles </li></ul></ul><ul><li>Enhance administrative tools </li></ul><ul><ul><li>Improve metrics/reporting capabilities </li></ul></ul><ul><ul><li>Coordinate with Griffin database </li></ul></ul><ul><ul><li>Improve workflow efficiency </li></ul></ul><ul><li>Build a virtual infrastructure </li></ul><ul><ul><li>Coordinate with volunteers </li></ul></ul><ul><ul><li>Extend programs to regional/international </li></ul></ul><ul><ul><li>Drive dynamic interaction with alumni </li></ul></ul>
  16. 16. Web Community Staff Resources <ul><li>Current Strategic Communications </li></ul><ul><li>Director </li></ul><ul><li>Design / Interactive / Editorial Teams </li></ul><ul><li>New Resources </li></ul><ul><li>Senior Assoc. Director </li></ul><ul><li>Assistant Director </li></ul><ul><li>Help Desk Manager </li></ul><ul><li>Content Editor </li></ul><ul><li>Video Producer </li></ul>
  17. 17. Consider Brand Positioning <ul><li>Understanding diversity of our audience </li></ul><ul><ul><li>Young Alumni are key targeted demographic </li></ul></ul><ul><ul><li>Site not exclusive to this audience </li></ul></ul><ul><ul><li>Highly web-proficient alumni overall </li></ul></ul><ul><li>Create complex opportunities </li></ul><ul><li>Improve the simple experience </li></ul><ul><li>Preparing for innovations </li></ul><ul><li>Extend beyond our proprietary network </li></ul>
  18. 18. Engage our alumni where they are… <ul><li>Our alumni rate in Top 10% of Web Users </li></ul><ul><li>Survey of who is already out there: </li></ul><ul><ul><li>LinkedIn </li></ul></ul><ul><ul><ul><li>50,000+ users identify with UofC </li></ul></ul></ul><ul><ul><ul><li>>45 groups totaling 5000+ members </li></ul></ul></ul><ul><ul><li>Facebook </li></ul></ul><ul><ul><ul><li>25,000 users in UofC network </li></ul></ul></ul><ul><ul><ul><li>>50 groups; 2000+ members </li></ul></ul></ul><ul><ul><li>MySpace, Flickr, Obama, YouTube, etc. </li></ul></ul><ul><li>Future Alumni interests? </li></ul><ul><ul><li>Mobile web/ iPhone </li></ul></ul><ul><ul><li>Texting </li></ul></ul>
  19. 19. Demo
  20. 20. Brief History III <ul><li>Kintera 2008 </li></ul><ul><ul><li>RFP reports stood out </li></ul></ul><ul><ul><li>ASP applications offer superior customization </li></ul></ul><ul><ul><li>Open-platform commitment </li></ul></ul><ul><ul><li>Customer service plan </li></ul></ul><ul><ul><li>2-Phase Implementation </li></ul></ul><ul><ul><li>Training </li></ul></ul>
  21. 21. Project Schedule 2008 <ul><li>Kintera-RO-UChicago </li></ul><ul><ul><li>Discovery/Elaboration – Mar-Jun </li></ul></ul><ul><ul><li>Functional Matrix – May-Jun </li></ul></ul><ul><ul><li>Site Wireframing, Use Cases – Jun-Jul </li></ul></ul><ul><ul><li>Site Design – Jul-Sep </li></ul></ul><ul><ul><li>Training – Oct-Nov </li></ul></ul><ul><ul><li>Development </li></ul></ul><ul><ul><ul><li>Phase 1 – Sep-Nov (Soft launch 11/19) </li></ul></ul></ul><ul><ul><ul><li>Phase 2 - Nov- Feb (Market launch 2/24) </li></ul></ul></ul>
  22. 22. Summary of ABG Involvement <ul><li>Survey participation 2006 </li></ul><ul><li>Brand Position recommendations 2007 </li></ul><ul><li>ABG progress reports - Apr 08 </li></ul><ul><li>Phone Conference on Wireframes - Jul 08 </li></ul><ul><li>Banner feedback - Oct 08 </li></ul><ul><ul><li>FYI, Based on your comments: </li></ul></ul><ul><ul><li>University of Chicago Alumni </li></ul></ul><ul><li>Participate in Beta Testing Team </li></ul><ul><li>First-to-know list </li></ul><ul><li>Direct individual feedback to Eric Horner </li></ul>
  23. 23. Site Development <ul><li>Phase 1 components replacing PCI </li></ul><ul><ul><li>Alumni Directory </li></ul></ul><ul><ul><li>Event Registration </li></ul></ul><ul><ul><li>Personal Profile </li></ul></ul><ul><ul><li>Career Networking </li></ul></ul><ul><ul><li>Efficient Giving forms </li></ul></ul><ul><ul><li>Personal Profile </li></ul></ul>
  24. 24. Site Development <ul><li>Other Phase 1 components </li></ul><ul><ul><li>Security SSO </li></ul></ul><ul><ul><ul><li>Shibboleth system – CNET access </li></ul></ul></ul><ul><ul><li>Data Migration with Griffin </li></ul></ul><ul><ul><li>Content Management System </li></ul></ul>
  25. 25. Site Development <ul><li>Phase 2 components </li></ul><ul><ul><li>Clubs & Groups </li></ul></ul><ul><ul><ul><li>Microsite group templates </li></ul></ul></ul><ul><ul><li>Social Networking </li></ul></ul><ul><ul><li>Education </li></ul></ul><ul><ul><li>Travel </li></ul></ul><ul><ul><li>Discussion Boards </li></ul></ul><ul><ul><li>Data sync </li></ul></ul><ul><ul><li>Widgets </li></ul></ul>
  26. 26. UChicago Portal
  27. 27. Current Look <ul><li>Screen Shot </li></ul>
  28. 28. Connect & Learn <ul><li>Influences: </li></ul><ul><li>Chicago Magazine </li></ul><ul><li>MindOnline </li></ul><ul><li>iTunes </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>Yahoo! </li></ul>
  29. 29. Groups <ul><li>Influences: </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>Yahoo! </li></ul>
  30. 30. Groups Detail <ul><li>Influences: </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>Yahoo! </li></ul>
  31. 31. Give <ul><li>Influences: </li></ul><ul><li>Chicago Initiative </li></ul><ul><li>Amazon.com </li></ul>
  32. 32. Volunteer <ul><li>Influences: </li></ul><ul><li>Obama.com </li></ul><ul><li>Facebook Groups </li></ul><ul><li>Volunteer Job Bank </li></ul><ul><li>Base Camp </li></ul>
  33. 33. My Profile (public) <ul><li>Influences: </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>InCircle </li></ul>
  34. 34. My Profile (private) <ul><li>Influences: </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>InCircle </li></ul>
  35. 35. Key dates <ul><li>11/3-11/7: Staff Training </li></ul><ul><li>11/19: Soft launch </li></ul><ul><li>11/19 – February: Beta users feedback </li></ul><ul><li>February 09: Release new components </li></ul><ul><li>February 09: Public launch, additional marketing </li></ul>
  36. 36. Short term goals: Nov – Feb <ul><li>How to log in / sign up </li></ul><ul><li>What to do in the first 5 minutes? </li></ul><ul><ul><li>User types: </li></ul></ul><ul><ul><ul><li>Have CNET </li></ul></ul></ul><ul><ul><ul><li>Eligible, but don’t have CNET (good/bad data) </li></ul></ul></ul><ul><ul><ul><li>Not eligible (non-alumni) </li></ul></ul></ul>
  37. 37. Long term goals: Feb -> <ul><li>Develop new tools </li></ul><ul><li>Beta group testing new tools, providing feedback on existing </li></ul><ul><li>Create micro sites </li></ul><ul><ul><li>Alumni Weekend, volunteer sites </li></ul></ul>
  38. 38. Transition & Next steps <ul><li>Staff is feature testing </li></ul><ul><li>Redirecting / retiring old sites/content </li></ul><ul><li>User Testing Group </li></ul><ul><li>Phase 2 Marketing plan </li></ul><ul><li>Hotline, help desk support </li></ul>
  39. 39. User Testing <ul><li>Why a “soft” launch… </li></ul><ul><li>Recruiting a Beta volunteer team </li></ul><ul><ul><li>ABG, staff nominated current volunteers </li></ul></ul><ul><ul><li>Identify and recruit “web advocates” </li></ul></ul><ul><li>Testing with ASC Volunteers </li></ul><ul><ul><li>CNETs for 4000 highly active alumni </li></ul></ul>
  40. 40. Marketing Goals <ul><li>Create awareness </li></ul><ul><li>Educate users how to… </li></ul><ul><li>Drive consistent traffic </li></ul><ul><li>Generate activity </li></ul><ul><ul><li>New profiles, etc. </li></ul></ul>
  41. 41. Users should feel/think <ul><li>This is better, more dynamic </li></ul><ul><li>I want to use this </li></ul><ul><li>There is value for me </li></ul><ul><li>I know how to use it </li></ul><ul><li>It is growing all the time </li></ul><ul><ul><li>Updated content, feature releases </li></ul></ul>
  42. 42. How to market the site <ul><li>Use existing channels </li></ul><ul><li>Get it to the broadest audience possible </li></ul><ul><li>Specialized audiences (how does it affect you, young alumni) </li></ul>
  43. 43. Potential Metric Goals <ul><li>CNET accounts setup </li></ul><ul><li>Transfer existing Career Network </li></ul><ul><li>New users </li></ul><ul><li>Programs “web-inized” </li></ul><ul><li>Clubs & Groups’ sites </li></ul><ul><ul><li>Sites established </li></ul></ul><ul><ul><li>New groups started </li></ul></ul><ul><li>Volunteer interactions </li></ul><ul><li>Satisfaction Survey </li></ul>
  44. 44. Conclusion <ul><li>Questions </li></ul><ul><li>Contact info: </li></ul><ul><ul><li>Eric Horner </li></ul></ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul><ul><ul><li>Ryan Nagdeman </li></ul></ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul>

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