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IWMW 2002: Centralised Control or Departmental Freedom?

  1. 1 Centralisation or Departmental Freedom? Mike McConnell Iain A. Middleton Institutional Web Management Workshop 18-20th June 2002
  2. 2 Featuring: • the department • the management
  3. 3 Overview • The problem – Historical development of HEI websites – Barriers to change • Where to from here? – Case Study 1: The Robert Gordon University – Case Study 2: University of Aberdeen • What have we learned
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  5. 5 The problem (1) Objectively: • the site’s a mess! • can’t find information • patchwork of sites, inconsistent in presentation and navigation • non compliance: usability, accessibilty, legal obligations... • is it any more than the sum of its parts? – uncoordinated/inconsistent development – outdated/irrelevant/incorrect information – non representation of key areas/aspects
  6. 6 The problem (2) Departments’ point(s) of view: • the site’s a mess! (but ours is OK, leave us alone) • we do what we can • we can’t get stuff up • the bloke who did the site has left • we don’t have the time • we can’t find ‘our site’ • why can’t we have a link from the home page?
  7. 7 The problem (3) Management’s point of view • the site’s a mess! • our institution is a laughing stock • can’t find anything • doesn’t look corporate or consistent • doesn’t impress • can’t be good for business
  8. 8 Everyone agrees the site’s a mess... …so why does the situation arise and persist? • HEIs differ from other large organisations • historically, sites have ‘developed’ ad hoc • barriers to change come from both departments and management
  9. 9 Characteristics of HEIs • tradition of departmental autonomy and academic freedom • looser management structures • departmental ambivalence to: – management – corporate identity • multiple activities and objectives - research, teaching, consultancy
  10. 10 Historical development of HEI websites Independently by departments: • because we can: – The technology is there • I suppose we ought to; everybody else has one • amateurs/enthusiasts – Look! I can do HTML/Flash/animated gifs – I want to advertise my research/hobby/pets
  11. 11 Historical management of departmental websites • let the most techie/enthusiastic member of staff to ‘do the website’ • designate a person to do the website, regardless of ability • work done according to: – ability – inclination – ‘free’ time available – priorities/rules/standards of the individual
  12. 12 What is really required
  13. 13 Where we are:
  14. 14 Barriers to change (1) Departments • lack tools/skills/resources • can’t effect change outwith their own areas • lack incentive beyond their own (perceived) interests • can’t articulate their needs • may not even perceive a major problem
  15. 15 Barriers to change (2) Management • can’t articulate overall vision – or haven’t realised they need one • can’t provide guidance • don’t resource it, so can’t influence it • don’t know what departments do • think departments are all the same
  16. 16 Conflict Management view • we need a “better” web site • if we spend £x we could get one like theirs • we want consistency • branding! • exists to sell the institution • make them comply • the university web site Departmental view • what about all the work we’ve already done? • we’re used to doing it this way • we’re unique • no thanks • exists for our own many individual purposes • give us support • Our web site
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  18. 18 Departments’ fears
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  20. 20 Where to from here? • give up? • throw it away and start again? • outsource it? • demand that people shape up? • make threats? • throw money at it?
  21. 21 Case Study 1 The Robert Gordon University
  22. 22 Where we were – 2000 • 1 central +3 independent servers +outsourced ‘bits’ • departmental maintenance completely devolved • pockets of proactivity and enthusiasm: • patchwork by outsourcers, individuals, amateurs • highly variable quality • non-representation, non-participation of key areas • confusion over ownership/responsibility • no supported authoring tool, minimal training • insufficient resource, skills, tools and support Decision to act
  23. 23 Decision to act • representations from Web Editor & departments • consensus on need for change • common ground with “web enablement” vision & BPR Result • web project initiated as part of BPR project • significant resources were made available • Web Team set up, reporting to BPR board.
  24. 24 Web Team Role • redesign and redevelop core site • ensure site-wide consistency of appearance • increase participation & body of content • simplify publication process • web-enable specific business processes e.g. prospectus maintenance/publishing
  25. 25 Web Team Composition • Web Editor • Senior Web Developer • 2 x Web Developers • plus formal part-time involvement from extant staff for – database & other tech issues – business analysis – graphic design Reporting to Project Leader
  26. 26 Initiation • all non-essential departmental web development halted • key players identified • staff hired – externally for tech skills – internally for organisational knowledge • structures and action plan for senior mgt approval • design concepts • equipment purchase (new servers etc)
  27. 27 Action • intensive meetings with key players – mind mapping techniques to elicit needs – content requirements identified – actions assigned to participants (some surprised faces) • layout & navigational design finalised • in house CMS developed • issue-specific projects developed (e.g. prospectus) • home page & graphic design finalised (finally) • dealing with opportunists
  28. 28 Launch • CMS training programme for content providers • Intensive period of getting content online • Quality & Completeness checks – delay! • SWITCH Massive publicity throughout to prepare users for change
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  31. 31 Post Launch • Web site presents a cohesive public face • Rapid development of departmental sites – more than half have developed or redeveloped – very consistent in graphic/layout terms – depts are free to express themselves within this • Web Team can deal with projects on a priority basis • Legacy site moved to www2.rgu.ac.uk – still available as before to users and developers – still contains much core information
  32. 32 Reasons for success • Project with definite deliverables & timescales • Management driven: – massive funding – obstacles removed – key players can’t hide • Buy-in from departments due to attractions of CMS – quick; easy; non-technical; no design skills • Easy to add content, therefore site grows rapidly
  33. 33 Caveats • did tight timescale give long-term answer? • focus on product, appearance, making web pages • but procedure? Information strategy? • other work frozen for duration of project • quality control of content • maintenance • legacy site confusion • CMS tool does not allow deviation from template • not everyone wants “generic” feel
  34. 34 Case Study 2 The University of Aberdeen
  35. 35 Where we were - 1999 • 1 central and 8 major independent (‘rogue’) servers • departmental maintenance completely devolved • large body of authors with varying abilities • highly variable quality • missing some departments and key sections • confusion over ownership/responsibility • poor presentation and little or no corporate ID • no standard tools or technologies Decision to act
  36. 36 Needs identified • a formal body to decide web policy strategically, to: ‘assess core needs, evaluate competing interests and have the authority to sanction or preclude Web activity’ • a centralised body to provide design and authoring services, implement web policy and monitor departmental activity • support mechanisms for departmental web authors – standard tools: authoring and publishing – training – networks/communities of interest
  37. 37 Web Strategy Group Role • provide a forum for issues to be raised • identify key areas for development • arbitrate between competing interests • consider institutional responses to external factors: HERO, accessibility legislation, etc.
  38. 38 Web Strategy Group Composition • academics: HoDs, lecturers • management: TMT, Deans • web team manager • departmental web author(s) • data protection officer
  39. 39 Web Team Role • implement policy as decided by Web Strategy Group • maintain central web presence and core web information • provide a paid-for authoring and design service • provide and maintain publishing and authoring tools • provide training courses • provide advice and support to departments
  40. 40 Web Team Composition • manager (information skills) • webmaster (technical skills) • developers - 1 core, others as need arises
  41. 41 What happened next • corporate ID established and made easy to use • Web Strategy Group resolve ongoing disputes • free support and training offered by Web Team leads to enhanced communication with departments • paid for work begins to trickle in • snowball effect - increased income leads to more staff and economies of scale • whole Faculties negotiate maintenance agreements • departments more open to strategic aims; management more open to departmental needs
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  44. 44 Where we are - 2002 • 1 central and 6 major independent (‘rogue’) servers • 60% of departmental maintenance centralised - ever increasing • much of web authoring community trained and using supported tools • 99.99% complete coverage • increasing uniformity of navigation and appearance • corporate identity established non-prescriptively • ownership/responsibility issues resolved
  45. 45 Reasons for success • process approach/guided evolution - a framework for future development • departments and management involved • free training/cost-effective authoring service is easiest option for departments • non prescriptive - leads by example • focuses on facilitating organic growth/participation • environment created for ongoing definition and delivery of solutions
  46. 46 Caveats • change can be slow • charged resource favours wealthier departments • peaks and troughs in demand • popular opinion is not necessarily the best - compromise may dilute site impact • dependent on key individuals • dependent on departmental ethos - participation not mandatory • no launch party
  47. 47 What have we learned?
  48. 48 What have we learned? • the entirely devolved model by its nature does not “self-organise” • control is essential for progress • some degree of centralisation is necessary to effect control BUT • the revolutionary approach can alienate key players • projects do not provide solutions for the long term • sustaining the ecology is vital; therefore Centralised control must be carefully defined
  49. 49 Effective centralised control is not: • telling departments their specialisms • vetting every change • threatening people • demanding compliance • pulling the plug on sites • preventing experimentation
  50. 50 Effective centralised control: • protects your corporate ID and core information from: – embarrassing faux pas – legal challenges – an administrative nightmare • delegates other content appropriately and ensures responsibilities are fulfilled • is responsive to new needs and opportunities, external and internal • has ultimate editorial authority - ensuring compliance
  51. 51 In conclusion You can give people: • structures and guidelines • cost effective service • tools and training • good reasons to work within your centralised framework to the benefit of all parties.
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  53. 53 Further Information Iain Middleton iain@imiddleton.com Mike McConnell m.mcconnell@abdn.ac.uk The Robert Gordon University http://www.rgu.ac.uk University of Aberdeen http://www.abdn.ac.uk Donkeys and cowboys by: http://www.clipsahoy.com/
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