2013 website redesign_project_charter_final

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Project charter for the 2013 University of Guelph Library website redesign

Project Charter: Website Redesign

Part I: Project Overview
Project Name                Website Redesign
Project Charter Author      Amanda Etches & Randy Oldham
Creation Date               Nov 12, 2012         Last Revision Date        February 3, 2013
Project Requestor           Randy Oldham         Project Manager           Randy Oldham
Project Charter Status   Approved
(Pending/Approve/Reject)
Project Sponsor             Amanda Etches and           Date of Project January 2013
Signature                   W&IA Cross-Functional       Approval
                            Team
Proposed Project Start &    Start: December 2012
End Date                    End: January 2014

Part II: Project Details

Project             The library website redesign project will include the following activities:
Description            - redesign the home page around users’ critical tasks
                       - redesign the site architecture and navigation to improve findability
                            and usability
                       - implement Drupal as our Content Management System (CMS) to
                            improve site governance and infrastructure and introduce
                            decentralized content maintenance
                       - implement the existing university template to meet campus
                            branding requirements
                       - develop a content strategy to improve existing and new site content
                       - phase out dependent infrastructure (e.g. InSite applications) to
                            make the site content and functionality fully integrated on a single
                            CMS
Project Purpose     The current library website is in dire need of a user-centred redesign,
                    reduction in size, architectural overhaul, updated and intuitive navigation
                    structure, accessibility compliance, and coherent content strategy. This
                    project aims to address all these needs and result in a library website that
                    is, first and foremost, a tool to enable student success.
Project Goals &     The outcomes of this project will be:
outcomes               - a library website that is designed primarily around user needs and
                                                                                                   1
behaviours, not organizational structure and requirements
                   -   a more user-friendly and usable site architecture and navigation
                       system(s)
                   -   a clear strategy for how to develop and maintain website content on
                       an ongoing basis
                   -   a more streamlined infrastructure with a decentralized workflow for
                       content maintenance
                   -   a smaller more streamlined website
                   -   meets uoguelph branding guidelines
                   -   a homepage that is intuitively designed around user-identified
                       critical tasks
Project Scope   The scope of project includes:
                   - all pages on the library domain (www.lib.uoguelph.ca) will be
                      subject to review
                   - all applications currently on InSite which are embedded in
                      www.lib.uoguelph.ca
                   - exploring options for delivering a mobile version of the website
                The scope of project does not include:
                   - Primo and other discovery tools
                   - hosted sites not part of www.lib.uoguelph.ca:
                          o http://gsli.uoguelph.ca
                          o http://academictownsquare.lib.uoguelph.ca
                          o http://author.lib.uoguelph.ca
                          o http://canadiansi.uoguelph.ca
                          o http://scottishtour.lib.uoguelph.ca
                          o http://www.academicintegrity.uoguelph.ca/
                          o http://www.learningcommons.uoguelph.ca/
                          o http://www.lmmrc.ca/
                   - Does not include most of content in the DIGITAL COLLECTIONS
                      folder of the Archives & Special Collection website
Project         The main deliverable of this project will be a redesigned website that is
Deliverables    usable, compliant with accessibility requirements, and more manageable.
Benefits        The redesigned website will be:
                   - user-centred
                   - smaller (fewer pages/less content = easier to find the important
                       content),
                   - will contain less dead content, less out of date content and less
                       duplication
                   - intuitive to navigate
                   - compliant with AODA legislation
                   - more manageable as a result of a newly developed content

                                                                                            2
strategy
                   -   easier to update as a result of the implementation of a CMS and
                       decentralized content maintenance
                   -   A ‘mobile-first’ design strategy will help position the Library to be
                       ready for a campus mobile template
Stakeholders          Students
                      Faculty
                      Staff
                      Researchers
                      Community members
Constraints /         Tight timeframe: while much of the prep work for this project has
Risks                  been underway for a number of months, we still have much to do to
                       launch an updated website by September 2013.
                      Project team: we have complete confidence in the project team but
                       also realize that the individuals on the team have other demands
                       on their time that might, at times, take priority.
                      Internal stakeholder buy-in: to truly develop a user-centred website,
                       we will have to balance what we (i.e. library staff) think is important
                       for the website with user behaviours and needs, allowing the latter
                       to take precedence over the former when the two come into
                       conflict.
                      Timing of user testing: Getting users to participate in user testing
                       can be difficult.
Assumptions     This project is based on the following assumptions:
                    The library is committed to developing a website that is user-
                       centred, not organization-centred
Project Team    Randy Oldham
                Kim Garwood
                Karen Nicholson
                Amanda Etches
                Doug Horne
                Robin Cooper
                Pam Jacobs
                Andrea Karpala
Budget          The main budget requirement to complete this project is staff time. The
Requirements    CMS we have chosen (Drupal) is free, so there is no cost to implement it.
                We will need a small amount of funds ($500 max) to reimburse any
                students/faculty for their time used for testing.
Key                -   ITS will need to install Drupal
Dependencies       -   Ongoing support from ITS for any server/CMS maintenance over
                       the course of the project
                                                                                               3
Communication      When          What                                     Who
Plan               Jan 2013      Set up a project blog (for ongoing       Amanda
                                 communication with stakeholders)
                   Jan 2013      LibALL introducing the project, team,    Randy
                                 blog, charter
                   Jan 2013      Library Forum intro to the project       Randy & Amanda
                   Feb 4 2013    Blog post of project charter and         Randy
                                 success criteria
                   Feb 11 2013   Blog post of site goals                  Amanda
                   Feb 13 2013   Update to Library Forum                  Amanda & Randy
                   Feb 26 2013   Blog post of critical tasks              Randy
                   Feb 27 2013   Update to Library Forum                  Amanda & Randy
                   Mar 12 2013   Blog post of Personas                    Amanda
                   Mar 13 2013   Update to Library Forum                  Amanda & Randy
                   Mar 26 2013   Blog post of new navigation              Randy
                   Mar 27 2013   Update to Library Forum                  Amanda & Randy
                   Apr 18 2013   Blog post on content strategy            Randy
                   Apr 24 2013   Update to Library Forum                  Amanda & Randy
                   May 1 2013    Blog post update on progress             Randy
                   June 1 2013   Blog post update on progress             Randy
                   July 1 2013   Blog post update on progress             Randy
                   Aug 1 2013    Blog post update on progress             Randy
                   Sep 1 2013    Announce soft launch of site to liball   Randy
                   Sep 1 2013    Blog post on soft launch                 Randy
                   Oct 1 2013    Announce training for content            Randy
                                 providers
                   Oct 1 2013    Blog post announcing training            Randy
                   Oct 2013      Deliver training to content providers    Randy
                   Dec 16 2013   Announce hard launch of new site         Randy


Project Timeline   When          What                                     Who
                   Feb 4 2013    First Meeting – Go over Project          Project team (RO lead)
                                 charter; clarify scope and success
                                 criteria
                   Feb 11 2013   Draft site goals                         Project team (AE lead)
                   Feb 2013      User Interviews                          UX Team
                   Feb 26 2013   Critical task brainstorm                 Project team (RO lead)
                   Mar 12 2013   Persona Development                      Project team (AE lead)
                   Mar 12 2013   User survey for top 3 site tasks         Randy, UX Team
                                                                                                   4
Mar 26 2013     Develop navigation                       Project team (RO lead)
Mar 2013        Open card sort with team and users       RO, AE
April 2013      Closed card sort with team and users     RO, AE
April 18 2013   Develop content strategy                 RO, AE
April 2013      Revise web style guide for               RO, AE
                contributors
April-Aug       Meet with teams to fill out content      Working Group &
2013                                                     Webteam
Sept 2013       Soft launch of redesigned website        Web Team
Sept 2013       Check Success Criteria                   Project Team (RO lead)
Sept 2013       Develop permissions & approval plan      RO
                for content contributors
October 2013    Develop training materials for content   RO & Web Team
                contributors and deliver training
Dec 16 2013     Hard launch of new Library website       RO & Web Team
Jan 2014        Re-perform user testing to verify        UX and RO and AE
                completion of project




                                                                                  5

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2013 website redesign_project_charter_final

  • 1. Project Charter: Website Redesign Part I: Project Overview Project Name Website Redesign Project Charter Author Amanda Etches & Randy Oldham Creation Date Nov 12, 2012 Last Revision Date February 3, 2013 Project Requestor Randy Oldham Project Manager Randy Oldham Project Charter Status Approved (Pending/Approve/Reject) Project Sponsor Amanda Etches and Date of Project January 2013 Signature W&IA Cross-Functional Approval Team Proposed Project Start & Start: December 2012 End Date End: January 2014 Part II: Project Details Project The library website redesign project will include the following activities: Description - redesign the home page around users’ critical tasks - redesign the site architecture and navigation to improve findability and usability - implement Drupal as our Content Management System (CMS) to improve site governance and infrastructure and introduce decentralized content maintenance - implement the existing university template to meet campus branding requirements - develop a content strategy to improve existing and new site content - phase out dependent infrastructure (e.g. InSite applications) to make the site content and functionality fully integrated on a single CMS Project Purpose The current library website is in dire need of a user-centred redesign, reduction in size, architectural overhaul, updated and intuitive navigation structure, accessibility compliance, and coherent content strategy. This project aims to address all these needs and result in a library website that is, first and foremost, a tool to enable student success. Project Goals & The outcomes of this project will be: outcomes - a library website that is designed primarily around user needs and 1
  • 2. behaviours, not organizational structure and requirements - a more user-friendly and usable site architecture and navigation system(s) - a clear strategy for how to develop and maintain website content on an ongoing basis - a more streamlined infrastructure with a decentralized workflow for content maintenance - a smaller more streamlined website - meets uoguelph branding guidelines - a homepage that is intuitively designed around user-identified critical tasks Project Scope The scope of project includes: - all pages on the library domain (www.lib.uoguelph.ca) will be subject to review - all applications currently on InSite which are embedded in www.lib.uoguelph.ca - exploring options for delivering a mobile version of the website The scope of project does not include: - Primo and other discovery tools - hosted sites not part of www.lib.uoguelph.ca: o http://gsli.uoguelph.ca o http://academictownsquare.lib.uoguelph.ca o http://author.lib.uoguelph.ca o http://canadiansi.uoguelph.ca o http://scottishtour.lib.uoguelph.ca o http://www.academicintegrity.uoguelph.ca/ o http://www.learningcommons.uoguelph.ca/ o http://www.lmmrc.ca/ - Does not include most of content in the DIGITAL COLLECTIONS folder of the Archives & Special Collection website Project The main deliverable of this project will be a redesigned website that is Deliverables usable, compliant with accessibility requirements, and more manageable. Benefits The redesigned website will be: - user-centred - smaller (fewer pages/less content = easier to find the important content), - will contain less dead content, less out of date content and less duplication - intuitive to navigate - compliant with AODA legislation - more manageable as a result of a newly developed content 2
  • 3. strategy - easier to update as a result of the implementation of a CMS and decentralized content maintenance - A ‘mobile-first’ design strategy will help position the Library to be ready for a campus mobile template Stakeholders  Students  Faculty  Staff  Researchers  Community members Constraints /  Tight timeframe: while much of the prep work for this project has Risks been underway for a number of months, we still have much to do to launch an updated website by September 2013.  Project team: we have complete confidence in the project team but also realize that the individuals on the team have other demands on their time that might, at times, take priority.  Internal stakeholder buy-in: to truly develop a user-centred website, we will have to balance what we (i.e. library staff) think is important for the website with user behaviours and needs, allowing the latter to take precedence over the former when the two come into conflict.  Timing of user testing: Getting users to participate in user testing can be difficult. Assumptions This project is based on the following assumptions:  The library is committed to developing a website that is user- centred, not organization-centred Project Team Randy Oldham Kim Garwood Karen Nicholson Amanda Etches Doug Horne Robin Cooper Pam Jacobs Andrea Karpala Budget The main budget requirement to complete this project is staff time. The Requirements CMS we have chosen (Drupal) is free, so there is no cost to implement it. We will need a small amount of funds ($500 max) to reimburse any students/faculty for their time used for testing. Key - ITS will need to install Drupal Dependencies - Ongoing support from ITS for any server/CMS maintenance over the course of the project 3
  • 4. Communication When What Who Plan Jan 2013 Set up a project blog (for ongoing Amanda communication with stakeholders) Jan 2013 LibALL introducing the project, team, Randy blog, charter Jan 2013 Library Forum intro to the project Randy & Amanda Feb 4 2013 Blog post of project charter and Randy success criteria Feb 11 2013 Blog post of site goals Amanda Feb 13 2013 Update to Library Forum Amanda & Randy Feb 26 2013 Blog post of critical tasks Randy Feb 27 2013 Update to Library Forum Amanda & Randy Mar 12 2013 Blog post of Personas Amanda Mar 13 2013 Update to Library Forum Amanda & Randy Mar 26 2013 Blog post of new navigation Randy Mar 27 2013 Update to Library Forum Amanda & Randy Apr 18 2013 Blog post on content strategy Randy Apr 24 2013 Update to Library Forum Amanda & Randy May 1 2013 Blog post update on progress Randy June 1 2013 Blog post update on progress Randy July 1 2013 Blog post update on progress Randy Aug 1 2013 Blog post update on progress Randy Sep 1 2013 Announce soft launch of site to liball Randy Sep 1 2013 Blog post on soft launch Randy Oct 1 2013 Announce training for content Randy providers Oct 1 2013 Blog post announcing training Randy Oct 2013 Deliver training to content providers Randy Dec 16 2013 Announce hard launch of new site Randy Project Timeline When What Who Feb 4 2013 First Meeting – Go over Project Project team (RO lead) charter; clarify scope and success criteria Feb 11 2013 Draft site goals Project team (AE lead) Feb 2013 User Interviews UX Team Feb 26 2013 Critical task brainstorm Project team (RO lead) Mar 12 2013 Persona Development Project team (AE lead) Mar 12 2013 User survey for top 3 site tasks Randy, UX Team 4
  • 5. Mar 26 2013 Develop navigation Project team (RO lead) Mar 2013 Open card sort with team and users RO, AE April 2013 Closed card sort with team and users RO, AE April 18 2013 Develop content strategy RO, AE April 2013 Revise web style guide for RO, AE contributors April-Aug Meet with teams to fill out content Working Group & 2013 Webteam Sept 2013 Soft launch of redesigned website Web Team Sept 2013 Check Success Criteria Project Team (RO lead) Sept 2013 Develop permissions & approval plan RO for content contributors October 2013 Develop training materials for content RO & Web Team contributors and deliver training Dec 16 2013 Hard launch of new Library website RO & Web Team Jan 2014 Re-perform user testing to verify UX and RO and AE completion of project 5