The document discusses strategies for achieving success on big projects with small web teams. It recommends tackling projects with lean processes, tools, and communication. The lifecycle is broken down into strategize, plan, create, implement, and evaluate phases. Specific tools are recommended for planning, creative production, testing, implementation, and evaluation. Communication and collaboration are also emphasized, with recommendations for meetings, notes, minutes, and status reports to coordinate effectively with small teams.
The typical 500 lb. gorilla of web projects in higher education is the complete campus-wide redesign and CMS implementation – but what about all the little 10 lb. monkeys? Yes, you know what I’m talking about. Those little monkeys that jump on your back every time someone walks into your office and says, ‘Hey, I have this idea for a website!’
Completely overhauling your main website may be an all-consuming task for nine months every four years, but the smaller projects in between are just as important and there are many more of them. For example, maybe…
you have a research institute that needs a new website to reach their unique faculty peer and professional association audiences.
you need to build and launch a microsite for admissions–quickly–to boost yield in the incoming class.
you need a blog aggregation site, or a social media campaign hub, or a campus anniversary celebration site, or any number of others.
Or maybe it isn’t the project that is small — maybe you work in a small team. Maybe you are even one of the many ‘Armies of One‘ out there who have to do it all – web content management, social media, html/css, wireframing, usability testing, and more – and now you’re being tasked with tackling that 500 lb. relaunch gorilla – hm, that might hurt a bit.
Are you nodding your head? Does this sounds familiar? Well then you should come to our next mStoner webinar on small team and small project strategy and success. mStoner strategist Fran Zablocki will share his experiences working in higher education and for mStoner to address a number of questions:
What are the challenges that smaller web teams face to produce great websites?
What are the limits to what you can accomplish with the resources and skills you have?
What are the advantages (yes, there are some!) to being small or focusing on a smaller scale project?
What tools are our there that are a good fit for small projects and small teams?
The typical 500 lb. gorilla of web projects in higher education is the complete campus-wide redesign and CMS implementation – but what about all the little 10 lb. monkeys? Yes, you know what I’m talking about. Those little monkeys that jump on your back every time someone walks into your office and says, ‘Hey, I have this idea for a website!’
Completely overhauling your main website may be an all-consuming task for nine months every four years, but the smaller projects in between are just as important and there are many more of them. For example, maybe…
you have a research institute that needs a new website to reach their unique faculty peer and professional association audiences.
you need to build and launch a microsite for admissions–quickly–to boost yield in the incoming class.
you need a blog aggregation site, or a social media campaign hub, or a campus anniversary celebration site, or any number of others.
Or maybe it isn’t the project that is small — maybe you work in a small team. Maybe you are even one of the many ‘Armies of One‘ out there who have to do it all – web content management, social media, html/css, wireframing, usability testing, and more – and now you’re being tasked with tackling that 500 lb. relaunch gorilla – hm, that might hurt a bit.
Are you nodding your head? Does this sounds familiar? Well then you should come to our next mStoner webinar on small team and small project strategy and success. mStoner strategist Fran Zablocki will share his experiences working in higher education and for mStoner to address a number of questions:
What are the challenges that smaller web teams face to produce great websites?
What are the limits to what you can accomplish with the resources and skills you have?
What are the advantages (yes, there are some!) to being small or focusing on a smaller scale project?
What tools are our there that are a good fit for small projects and small teams?
mStoner strategist Fran Zablocki will share his experiences working in higher education and for mStoner to address a number of questions:
What are the challenges that smaller web teams face to produce great websites?
What are the limits to what you can accomplish with the resources and skills you have?
What are the advantages (yes, there are some!) to being small or focusing on a smaller scale project?
What tools are our there that are a good fit for small projects and small teams?
Design is a Process, not an Artefact - Trisha Gee (MongoDB)jaxLondonConference
Presented at JAX London 2013
Agile methodologies have had us moving away from Big Up Front Design to evolutionary, emergent design. But how does that work in the real world? Using experiences gained when creating the new Java driver for MongoDB, Trisha takes us on a design journey, where the answer to every question is "It Depends", the users of the system and their use cases are unknown, and lurking at the back of every decision is the question “but will it be backwards compatible?” We’ve all been there, trying to work out how to implement requirements, but have we really thought about the process of design?
UX & Wireframes Know Your Weapon of ChoiceIntelligent_ly
Whether you're a developer or not, you can absolutely still help build your own site. In fact, it's important that you do. Anticipating how your audience will interact with your site -- navigating, consuming, purchasing, sharing -- and structuring it to make it easier for them to do the things that matter most (to them and to you) is major.
Alec Harrison is the founder of Audacious Design, a design studio, and also works as a senior UI designer for Fresh Tilled Soil. He is passionate about data, data visualization, and technology. He specializes in creating intuitive UX/UI designs for many types of industries and products across mobile, tablet & web platforms
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Ryan Anderson, Atlassian: Team Calendars and Confluence New Features Sneak Peek
Nick Muldoon, Twitter: Quarterly Planning with Epics
Tim Pettersen, Atlassian: Tricking out your Stash Workflow
Angeline Tan, Xero: Agile Customer Use Case
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Welcome to SF AUG - Raju Kadam
Confluence & Team Calendars - Ryan Anderson, Atlassian
Quarterly Planning w/ Epics - Nicholas Muldoon, Twitter
Stash Overview & Demo (http://tpettersen.bitbucket.org/talk/stash-workflow) - Tim Pettersen, Atlassian
Agile Customer Use Case - Angeline Tan, Xero
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The process is highly emotional, fraught with anxiety, and influenced by many sources of information. As marketing and enrollment professionals, we must understand the factors that drive this important choice — as well as the thoughts and emotions our target audiences experience — in order to develop empathy for the groups that we serve.
mStoner and TargetX designed a survey focusing on how prospective teen students use a range of digital tools — social media, websites, email, and digital ads — during their college search and selection process, and what information is most helpful at each stage of the journey.
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mStoner strategist Fran Zablocki will share his experiences working in higher education and for mStoner to address a number of questions:
What are the challenges that smaller web teams face to produce great websites?
What are the limits to what you can accomplish with the resources and skills you have?
What are the advantages (yes, there are some!) to being small or focusing on a smaller scale project?
What tools are our there that are a good fit for small projects and small teams?
Design is a Process, not an Artefact - Trisha Gee (MongoDB)jaxLondonConference
Presented at JAX London 2013
Agile methodologies have had us moving away from Big Up Front Design to evolutionary, emergent design. But how does that work in the real world? Using experiences gained when creating the new Java driver for MongoDB, Trisha takes us on a design journey, where the answer to every question is "It Depends", the users of the system and their use cases are unknown, and lurking at the back of every decision is the question “but will it be backwards compatible?” We’ve all been there, trying to work out how to implement requirements, but have we really thought about the process of design?
UX & Wireframes Know Your Weapon of ChoiceIntelligent_ly
Whether you're a developer or not, you can absolutely still help build your own site. In fact, it's important that you do. Anticipating how your audience will interact with your site -- navigating, consuming, purchasing, sharing -- and structuring it to make it easier for them to do the things that matter most (to them and to you) is major.
Alec Harrison is the founder of Audacious Design, a design studio, and also works as a senior UI designer for Fresh Tilled Soil. He is passionate about data, data visualization, and technology. He specializes in creating intuitive UX/UI designs for many types of industries and products across mobile, tablet & web platforms
San Francisco User Group Presentations: 28 Aug 2013Atlassian
Ryan Anderson, Atlassian: Team Calendars and Confluence New Features Sneak Peek
Nick Muldoon, Twitter: Quarterly Planning with Epics
Tim Pettersen, Atlassian: Tricking out your Stash Workflow
Angeline Tan, Xero: Agile Customer Use Case
Atlassian User Group San Francisco - August 2013Nicholas Muldoon
Welcome to SF AUG - Raju Kadam
Confluence & Team Calendars - Ryan Anderson, Atlassian
Quarterly Planning w/ Epics - Nicholas Muldoon, Twitter
Stash Overview & Demo (http://tpettersen.bitbucket.org/talk/stash-workflow) - Tim Pettersen, Atlassian
Agile Customer Use Case - Angeline Tan, Xero
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A Mile in Their Shoes: Building Empathy Through Experience Maps and PersonasmStoner, Inc.
The process is highly emotional, fraught with anxiety, and influenced by many sources of information. As marketing and enrollment professionals, we must understand the factors that drive this important choice — as well as the thoughts and emotions our target audiences experience — in order to develop empathy for the groups that we serve.
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A Mile in Their Shoes: Building Empathy Through Experience MapsmStoner, Inc.
The college choice process is highly emotional, fraught with anxiety, and influenced by many sources of information. As marketing and enrollment professionals, we must understand the factors that drive this important choice — as well as the thoughts and emotions our target audiences experience — in order to develop empathy for the groups that we serve.
Would you like a tool to help navigate these challenges?
Enter the experience map — a powerful tool that: represents your, audience’s story, draws key stakeholders together, uncovers major process gaps, and guides your priorities and activities.
During this webinar, you’ll understand the basics of experience mapping, learn the seven benefits of an experience map, and discover how it can impact your enrollment and marketing strategy.
We’ll showcase examples from institutions that uncovered major process and content gaps as a result of experience mapping, causing them to lose their top applicants. We promise — the results will shock you.
Download the on demand presentation: http://offers.mstoner.com/a-mile-in-their-shoes-building-empathy-through-experience-maps
Making Your Mark: Unforgettable BrandingmStoner, Inc.
You know what you stand for. You feel it in your heart. Now what?
What’s the secret to building a bold brand that connects with your key audiences? Tune into this free webinar co-hosted by mStoner, a digital agency focused on higher education marketing and communications, and Zehno, a strategic branding and marketing firm for educational organizations.
Voltaire Santos Miran, mStoner’s CEO and Head of Client Experience and Shane Shanks, Zehno’s Senior Strategist and Editorial Director, team up to show you how to bring your institution’s brand to life. From smart strategy and bold creative to a beautiful web presence — we’ll use best-practice examples that deliver meaningful results.
Learn how to transform your message platform into compelling and captivating creative and how to make your website an integral part of your branding.
You will learn how to:
Translate brand messages into brilliant communications
Capture the heart and soul of an institution
Define the look, feel, and voice of your brand
Communicate a school's strengths and distinctions through its website
Create an optimal website structure for your target audiences
Marketing and Advancement: Colleagues and Partners or Direct ReportsmStoner, Inc.
This was presented at the 2018 AMA Higher Education Conference by Michael Stoner, co-founder and co-owner at mStoner, Inc. and Rob Zinkan, associate vice president, marketing, at Indiana University.
In this presentation, based on insights from the 2018 Benchmarking Digital Advancement research by CASE and mStoner, Inc., and interviews with senior advancement and marketing professionals, we explore the current relationship between the CMO and chief advancement officer. Are they colleagues and partners? And, more importantly, what
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Five reasons why the universal homepage happensmStoner, Inc.
Navigation, a carousel, request information, visit, apply, three news items, three event items, three profiles, a social media aggregator, and a fat footer. We know what you're thinking: That sounds awfully familiar.
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Break Up With Your Homepage, 'Cause I'm Bored: Moving Beyond the Universal Un...mStoner, Inc.
Two rows of navigation, a carousel, three news items, three events, three alumni profiles, a social media aggregator, and a fat footer. Look familiar? Ever hear someone say that you could take the logo off your website and it would look like every other institution out there? If you’re cringing or laughing nervously, this webinar is for you. (Ariana Grande said it best.)
We'll arm you with the tools you need to make your next website redesign, starting with your homepage, distinct and compelling.
What You'll Learn:
Why the universal university homepage phenomenon happens.
Five strategies for avoiding the “regression to the mean”.
The most important research and data to leverage in defending your decisions, educating your stakeholders, and dispelling popular myths about user experience (three-click rule, anyone?).
Key steps to take in between redesigns to set yourself up for longterm success.
The University of North Dakota has always been ahead of its time. But like many schools, UND initially built and grew its website piece by piece, without a unified vision. Without centralized management, the site eventually ballooned to more than 30,000 pages that varied in accuracy, timeliness, and presentation.
When it hired mStoner, UND’s needs were clear: create a cohesive site that could serve at least 13,000 students in more than 250 academic programs. Most important, UND wanted to reach an audience it hadn’t expressly prioritized before: prospective students. A major upgrade for UND’s new site was moving to a powerful search technology, powered by Funnelback.
Improving the Search Experience in Higher Ed: What's Next?mStoner, Inc.
Recent changes to website search are disrupting the way colleges and universities provide a fundamental website feature that impacts every key audience.
In this webinar, we will:
Review how the website search landscape has changed.
Discuss opportunities institutions have to use search to improve visitor experiences.
Examine how a major University tackled replacement of their former search solution, Google Search Appliance.
Look to the future at how search may unfold for colleges and universities.
In this five minute lightening talk, you'll get a crash course on the five step IMC (integrated marketing communications) process and learn ways education can leverage the model to integrate internal and external communications and accurately measure results.
Content Planning and Delivery for higher edmStoner, Inc.
Planning, organizing, and maintaining college and university web content is challenging. Competing priorities, resource limitations and siloed departments all have the potential to derail content projects.
Whether you’re preparing for a large-scale website redesign, a capital campaign microsite, or just refreshing a few key pages, you want to get the right content to the right audience on time and on budget.
During the webinar, we'll share practical examples and techniques that you can use to avoid common pitfalls of content delivery for your next project. You'll learn:
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Storytelling is imperative if you want to build an enduring brand for your college or university.
The truth is, we could all be better at articulating who we are, what we’ve experienced, and why it matters. In order to tell better stories, institutions must first develop a true understanding of and empathy for target audiences, clarify brand messaging, and then develop staffing and skill sets to infuse storytelling into robust integrated marketing campaigns.
The digital space allows storytellers to immerse audiences even more fully in our stories with the opportunity to integrate and weave video, photography, user-generated content, and other rich media throughout the marketing campaign.
Are your readers at the heart of your institution’s story? Join mStoner and our branding partner BVK for the third webinar in our summer series. We’ll arm you with the knowledge you need — storytelling principles, concrete planning steps, and best-practice examples — to ensure storytelling is at the heart of your integrated marketing communication.
What You Will Learn:
How to develop an on-brand storytelling strategy
How to structure your stories
Traits of successful stories and how to measure impact
Ways to weave storytelling in your next integrated marketing campaign
Brand Architecture: Building an Enduring BrandmStoner, Inc.
Most brand efforts start with a bang, then soon fade away. Why? Because too many institutions continue to focus on features and benefits to tell their story. In today’s hypercompetitive environment, colleges and universities need to do more.
Institutions need to discover — or, for many, rediscover — their core values. Once that happens, there is an enormous opportunity for elevating your message beyond the statistics, beyond the rankings, and beyond the athletic accomplishments.
In part two of the Summer Webinar Series, we’ll provide you with important insights that can help transform your institution from enrollment to endowment.
What You’ll Learn:
What values-based marketing is.
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The neuroscience of infusing emotion into your university’s brand messaging, leading to differentiation and increased engagement.
Insights into the Masterbrand approach and the necessary steps required to create brand consistency across the entire university.
How to discover, unite, inspire and unleash the power of your brand at each of your university’s touch points.
Higher Education Brand and Website Case StudiesmStoner, Inc.
What is one way you can help get senior leaders at your institution to understand and buy into the time and resources necessary for a branding initiative and website redesign done right?
Invoke the success of others.
Download six micro case studies from mStoner and BVK, our branding partner, to showcase successful higher education brand and web projects.
Pitch Perfect: How to Gain Internal Buy-InmStoner, Inc.
You know that what your institution calls a brand is actually a logo and a worn tagline. It’s time to get serious about your brand positioning. You need research, critical thinking, creative brilliance, and a digital-first strategy. And you need a website that serves as the flagship for your newly articulated brand.
How do you get your senior leadership to understand and buy into the time and resources necessary for a branding initiative and website redesign done right?
In this webinar, mStoner and our branding partner BVK arm you with the tools — the data, the stories, presentation approach and techniques — you’ll need to build and deliver a persuasive pitch to your decision-makers.
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The process, timeline, and potential costs involved in a brand-to-website project.
Options and alternatives for sequencing work, particularly in the face of institutional milestones or strategic planning process.
Ways to justify a large investment using data and information that will resonate with your institution’s decision-makers.
Map It Out: The Path to Better Digital Engagement with ProspectsmStoner, Inc.
No matter the size of your institution, digital enrollment marketing and communications comes with challenges: competing priorities, schedule and budget limitations, an abundance of (good and bad) ideas for digital next steps, and a variety of stakeholders and subject-matter experts who all want a say in what ends up on the website.
Wouldn’t it be great if there was one tool that could help you navigate all of these challenges? One living artifact you could point to and say: That’s why we’re doing it this way!
Enter the experience map.
Experience maps are graphical representations of the interactions individuals have with a product or service. They’re effective tools for developing empathy and understanding for your target audience by highlighting their thoughts, feelings, and actions as they seek to accomplish a task, such as applying to your institution.
The path to better digital engagement with your prospective student audience starts with an experience map. When you understand what information your target audience is looking for, when they’re looking for it, how they’re searching, and why, you’re able to identify areas needing improvement in engagement, content creation, and so much more.
Your website is your institution’s No. 1 recruiting tool and marketing channel. When it comes to planning a site redesign or implementing changes and enhancements to your site, an experience map will be your most valuable tool.
During the webinar, we’ll show you seven ways an experience map can improve engagement with prospective students. You’ll learn how to use an experience map to:
Create stakeholder alignment.
Develop user-centered content.
Capture institutional knowledge.
Prioritize your efforts.
MAKE 2018 THE YEAR YOU REALLY OWN YOUR SITE AND ENSURE THE CONTENT AND DESIGN REFLECT THE QUALITY OF YOUR INSTITUTION.
In this webinar, we cover the six things you need to know to set up your redesign project for success. You’ll learn how to:
1. Use insights from data to justify a website redesign, and what to do while you’re waiting for budgetary approval.
2. Set your priorities by determining goals and success metrics around engagement, conversion, brand building, and internal efficiency and collaboration.
3. Identify blind spots. (Spoiler alert: We have a list of top 10 mistakes that institutions usually make, and how to avoid them.)
4. Create a strong RFP that great firms will want to respond to, and choose the best-fit partner for your needs.
5. Create realistic expectations internally around cost, process, and community engagement.
6. Move your website from a capital project to an ongoing process.
Have you ever wondered what prospective teens are thinking when they receive and read — or ignore —your institution's recruitment marketing?
Prospective teen students are the prime audience for many higher education marketers. To reach them, we rely on a set of best practices targeted to teen needs and interests when building marketing and recruitment plans.
This third study in the Mythbusting series is the first to focus on the complete enrollment marketing mix.
In partnership with NRCCUA® (National Research Center for College & University Admissions), we designed a survey asking prospective teens to share their frank opinions of tactics institutions use to reach and engage them. We administered an identical survey to higher ed enrollment and marketing professionals to find out what they know (or think they know) about what teens want.
The resulting presentation explores where these perspectives converge — and differ — and how marketers can leverage this knowledge. We uncover the best channels for boosting visibility among prospective teen students and identify what encourages them to apply to your institution.
People are wired for stories.
Digital media allows us to bring life to those stories through words, images, sounds, and moving pictures. Exploring the guiding philosophy, lifecycle, and elements of a digital story, this webinar reviews pace-setting examples drawn from news media, colleges, and universities.
If you’re looking for ways to become a better storyteller and extend the reach and impact of communications that you already produce, don’t miss this webinar.
What You Will Learn
• Why storytelling matters
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• What roles are necessary for a story team
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7. Characteristics:
• Takes 10 - 14 months
• All consuming for 3 months
• Owns your world entirely
• But then leaves for like 3 to 5 years so
you can...
Monday, September 30, 13
13. Small Projects:
• Alumni community site
• Capital campaign microsite
• Campus anniversary site
• Those “Hey I need a website” sites
• Those “Oh you didn’t know about that
site?” sites
Monday, September 30, 13
14. Small Projects:
• Alumni community site
• Capital campaign microsite
• Campus anniversary site
• Those “Hey I need a website” sites
• Those “Oh you didn’t know about that
site?” sites
Monday, September 30, 13
15. What to do?
a. Wrestle them all at the same time
b. Toss the lightest ones first
c. Shock them with an electrified t-shirt
d. Tackle them with lean, mean processes,
tools and communication
Monday, September 30, 13
16. What to do?
a. Wrestle them all at the same time
b. Toss the lightest ones first
c. Shock them with an electrified t-shirt
d. Tackle them with lean, mean processes,
tools and communication
Monday, September 30, 13
17. Why?
Because you don’t have unlimited:
Time You need it as quickly as possible.
Budget You aren’t minting money.
People Maybe it is just you! #higheredsolo
Monday, September 30, 13
18. How?
By taking the project lifecycle and trimming
the fat.
Monday, September 30, 13
19. How?
By taking the project lifecycle and trimming
the fat.
Monday, September 30, 13
23. Small Means:
• Adaptable - You adapt quickly to new situations and
can take advantage of new opportunities
• Direct - You don’t need to run everything by
committee
• Decisive - Decisions can be made quickly
• Multi-talented - being a generalist and wearing
many hats is not always bad! Variety keeps you current.
Monday, September 30, 13
24. Worst Kept
Secret #1 :
You can use this on big projects,
too.
Monday, September 30, 13
25. Worst Kept
Secret #1 :
You can use this on big projects,
too.
Monday, September 30, 13
26. Worst Kept
Secret #2 :
You can use this with big teams,
too.
Monday, September 30, 13
27. Worst Kept
Secret #2 :
You can use this with big teams,
too.
Monday, September 30, 13
28. Break down the process:
Strategize Plan Create Implement Evaluate
Monday, September 30, 13
31. Strategize Plan Create Implement Evaluate
• The best way to save time on a project is to never do it in
the first place.
• Portfolio management
• Does this Project need to happen? Does it meet a need?
• Do we have the time/budget/resources to make this
happen?
• Do we have those resources right now?
Strategy
Monday, September 30, 13
32. Strategize Plan Create Implement Evaluate
• Be realistic - if the answer is no, you won’t do yourself
favors later on by saying yes
• Make more time for the right projects by never starting
the wrong ones
• Ultimate goal is to become more proactive, less reactive
Strategy
Monday, September 30, 13
33. Strategize Plan Create Implement Evaluate
• Don’t skip it just because “oh my gosh can’t we just get
this project done already?!”
• Give yourself time to think by scheduling meetings
outside the office.
• Yes, I am suggesting you meet with yourself. Make it
sound important.
Strategy
Monday, September 30, 13
34. Strategize Plan Create Implement Evaluate
Need / Want / Wish Grid
• Identify what must be included and what can wait
• Helps to define scope
• Helps channel creative but distracting ideas to
somewhere useful
Monday, September 30, 13
35. Strategize Plan Create Implement Evaluate
• Set measurable goals
• Don’t get paralyzed by the details
• Don’t worry if there aren’t already metrics
• Pick a number, shoot for it
• Adjust later when you evaluate
Measurable Goals
Monday, September 30, 13
36. Strategize Plan Create Implement Evaluate
Examples of measurable goals
• Reach ___ people on Facebook.
• Increase engagement ___ percent.
• Drive ___ people to the website.
• Prompt ___ people to inquire.
• Get ___ people to apply.
• Attract ___ views of a YouTube video.
Measurable Goals
Monday, September 30, 13
37. Strategize Plan Create Implement Evaluate
SWOT
Analysis
Strengths Weaknesses
ThreatsOpportunities
Monday, September 30, 13
38. Strategize Plan Create Implement Evaluate
Strategy
Brief
One lean document: 2-5 pages
• Business Case - Why should this happen?
• SWOT - What factors will determine if this will happen?
• Need / Want / Wish Requirements - What needs to
happen?
• Measurable Project Goals - How do we know if it
happens?
Monday, September 30, 13
40. • Planning is hard, particularly if you don’t have history
on how long things take
• Be conservative and take your best guess
Planning
Strategize Plan Create Implement Evaluate
Monday, September 30, 13
41. • Begin at the end
• When do you need it done?
• Back it up from there
• Be realistic
Planning
Strategize Plan Create Implement Evaluate
Monday, September 30, 13
42. • Identify resources, roles, responsibilities up front
• Use collaborative tools to help save time
• Track time (even if it is a really rough estimate)
Planning
Strategize Plan Create Implement Evaluate
Monday, September 30, 13
43. Strategize Plan Create Implement Evaluate
• Browser - based project and resource planning
• Collaborative - allows sharing, commenting,
discussions
• Current - dates adjust automatically
• Compatible with MS excel, project
• $160 / year
Monday, September 30, 13
45. Strategize Plan Create Implement Evaluate
• Free, Collaborative cloud scheduling
• Integration with Google Drive and Business
• Features similar to Smartsheet
Monday, September 30, 13
47. Strategize Plan Create Implement Evaluate
• Outlines roles & responsibilities for project teams
• Map to position or individual
• Sets expectations from the start
Responsibilites
List
Monday, September 30, 13
49. Strategize Plan Create Implement Evaluate
• Having trouble estimating time? This can help
• Keep it simple, keep it lean
Time Tracking
Monday, September 30, 13
50. Strategize Plan Create Implement Evaluate
• If you are having trouble estimating, this can help
• Keep it simple and use tools to keep it lean
Monday, September 30, 13
52. Strategize Plan Create Implement Evaluate
• In the beginning, keep it simple. (paper prototyping,
back of napkin).
• Use online tools for collaboration points.
Creative
Production
Monday, September 30, 13
53. Strategize Plan Create Implement Evaluate
• Help quickly organize and weight information visually
without needing heavy design work
• Allow focus on important elements such as
information architecture, content organization,
feature space
Wireframes &
Prototypes
Monday, September 30, 13
54. Strategize Plan Create Implement Evaluate
• Don’t be fancy
• Sketch it out - you don’t
need to be an artist
• 5 minutes, 5 people
• Quick, cheap way to test
visual ideas
Back of Napkin
Monday, September 30, 13
55. Strategize Plan Create Implement Evaluate
• One sheet (or napkin)
for each page element
• Good for quickly
rearranging page
elements and testing
different layouts
Paper Prototypes
Monday, September 30, 13
56. Strategize Plan Create Implement Evaluate
• Collaborative wireframing
• Allows commenting, sharing, versioning
• Let you discuss functionality in the context of the
design instead of separately
• $15 / person / month for small teams
UXPin
Monday, September 30, 13
57. Strategize Plan Create Implement Evaluate
• $14 / month for small teams
Hotgloo
Monday, September 30, 13
59. Strategize Plan Create Implement Evaluate
• 10 minutes of silence
• Cut the chatter and get everyone’s input at the same
time
• Simply look at what is in front of you and write your
thoughts.
• Use group chat to share ideas
• Open to discussion afterward
Creative Review
Meetings
Monday, September 30, 13
60. Strategize Plan Create Implement Evaluate
• Usability / IA / Wireframes / Designs
• Beyond your core team
• As efficiently as possible
• Gives you real results to justify your decisions
Testing
Monday, September 30, 13
61. Strategize Plan Create Implement Evaluate
• Efficient - use your existing student/faculty/staff/
alumni email lists
Surveys
• Free basic service, $17 / month for unlimited
questions responses
Monday, September 30, 13
62. Strategize Plan Create Implement Evaluate
• OptimalSort: Online card sorting
• TreeJack: IA pathing
• Chalkmark: Wireframe / Design Heat Mapping
• $109 / month for each
Optimal
Workshop
Monday, September 30, 13
65. Strategize Plan Create Implement Evaluate
• www.responsinator.com
• Lets you see what your site looks like on muliple
devices quickly
• Free!
Responsive
Design
Monday, September 30, 13
67. Strategize Plan Create Implement Evaluate
• Accessibility: cynthiasays.com
• W3C compliance: validator.w3.org
• Page performance: tools.pingdom.com/fpt
• Page performance: www.webpagetest.org
Test, Test, Test
Monday, September 30, 13
68. Strategize Plan Create Implement Evaluate
• Likely the most time-consuming tasks in any project
• Centralizing your effort on the cloud can reduce
coordination time considerably
Information
Architecture,
Content Creation
& Migration
Monday, September 30, 13
69. Strategize Plan Create Implement Evaluate
• Use bookmarks to allow users to quickly jump to
different pages
• Eliminate tons of emails / attachments
• Use your information architecture as the foundation
• Track what copy is in, what is missing, when it’s due
Evolutionary
Google
Documents
Monday, September 30, 13
73. Strategize Plan Create Implement Evaluate
• You want your code to be
• in one place
• shared with everyone who needs it
• always current
Implementation
Monday, September 30, 13
74. • When more than one developer is working on the
code, having version control is a must
• Git allows code segments to be ‘checked out’ so that
no one else can alter them
• Allows collaboration and saves on code re-writes
• git-scm.com
Version Control:
Git
Strategize Plan Create Implement Evaluate
Monday, September 30, 13
75. • Keeps the bug list up to date
• Automatically tracks changes and allows reversions
• Allows comments and live chat while viewing
• Invaluable during crunch time when heads are down
and meetings can’t happen
Bug tracking:
Strategize Plan Create Implement Evaluate
Monday, September 30, 13
77. Strategize Plan Create Implement Evaluate
• So easy to skip because “Oh my gosh we just
finished the project! Time for cake!”
• Crucially important to all the prior steps on the
NEXT project you do.
Evaluation
Monday, September 30, 13
78. Strategize Plan Create Implement Evaluate
• So easy to skip because “Oh my gosh we just
finished the project! Time for cake!”
• Crucially important to all the prior steps on the
NEXT project you do.
Evaluation
Monday, September 30, 13
79. Strategize Plan Create Implement Evaluate
• Scheduled right after launch
• Honest assessment:
• Did we meet our goals?
• How close were our estimates?
• What did we do right?
• What did we do wrong?
• What did we not see coming?
• Make it the first thing you look at the next time you
do a project like this
Project Debrief
Monday, September 30, 13
80. Strategize Plan Create Implement Evaluate
• Free, powerful. Get it.
• Allow you to measure against past pages
• Tons of options for goal setting
• Pathing and funnel reports
• Visitor behavior
• Device usage (ie mobile)
• If you have a brand new site, be sure this is
installed!
Google Analytics
Monday, September 30, 13
82. • Lean - cut out everything that is unnecessary, but
don’t skip anything that is necessary
• Get away from email as much as possible
• Reduce the time wasted on feedback loops (ie: the
endless reply all email thread from hell)
Communication
& Collaboration
Monday, September 30, 13
83. • Don’t meet to discuss, meet to decide
• Don’t have one if you don’t need one
• Everyone reviews/comments before the meeting
starts
Meetings
Monday, September 30, 13
84. • Save time by getting the basics done right
• Agendas
• Note-taking
• Minutes
Meetings
Monday, September 30, 13
85. Golden Rule: never have a meeting without one.
Template:
• Date, time, connection method
• Agenda items
• Review deliverables from last meeting
• Discuss open items
• Add new items
• Upcoming deliverables and responsibility
• Upcoming milestones (next 3-5)
• Next meeting (if known)
Agendas
Monday, September 30, 13
86. Golden Rule: always take notes. No, you won’t remember.
• Designate a meeting leader and note-taker
• Have a note-taking buddy system (ie: Fran always
takes notes when Susan leads the meeting).
Meeting Notes
Monday, September 30, 13
87. Golden Rule: Copy and paste the agenda and you are
halfway there!
• Date, time
• Attendance
• Agenda items
• Review deliverables from last meeting (notes in italics)
• Discuss open items (notes in italics)
• Add new items
• Repeat upcoming deliverables & milestones (next 3-5)
• Schedule next meeting date while you have everyone’s
attention
Minutes
Monday, September 30, 13
88. Sometimes you need to pull your head up and see where
you are in relation to where you should be.
• Can be monthly, quarterly. Less frequent than regular
meetings
• Compare estimated timeline to actual
• Let you flag slippage and discuss causes of and
solutions for issues
Periodic Status
Reports
Monday, September 30, 13
91. • Shared calendars allow different levels of detail,
including showing anyone (the public) when you are
busy
• Can share with those who don’t have Google accounts.
• ‘Find a time’ allows you to quickly see what is open for
a group of people
• Free.
Google Calendar
Monday, September 30, 13
93. When in-person meetings aren’t possible
• Hangouts are a great way to see people who might be
remotely located.
• Lots of tools
• Chat room
• Screen sharing
• Document collaboration with Google Drive
• Still free.
Google Hangouts
Monday, September 30, 13
97. Bringing it all Together:
Lean Platform
for Small Projects
Monday, September 30, 13
98. Lean Platform
• We’ve heard many times from clients about the need
for an approach that is the right fit for small projects
and small teams
• We’ve created new approaches tailored to provide
focused, nimble web solutions
Monday, September 30, 13
100. Why Wordpress?
• Powerful platform
• Easy to use: industry standard for interface usability
• Quick to implement
• Saves time with parallel production of design and
content
Monday, September 30, 13
101. Why Wordpress?
• Strong base functionality
• Strong development community with variety of plugins
and frameworks to meet different needs
• Good fit for departments and schools with small web
teams that need a CMS sized for them
Monday, September 30, 13
102. Lean Platform,
Process & Tools
• Using many of the tools, techniques and strategies
you’ve seen here today
• 5-6 month time to complete
• Parallel tracking of phases
• Tailored for smaller projects and smaller teams
Monday, September 30, 13