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Need a New Website?
Wait! Have You Gone
Through a Discovery
Process?
Hashtag: #13NTCDisc

Sean Larkin & Brett Meyer
Session Subtitle:

Everybody wants a pony...
Website Discovery Process (#13NTCDisc)
But there are many types
of ponies.

Website Discovery Process (#13NTCDisc)

3
So let’s avoid making
assumptions.

Website Discovery Process (#13NTCDisc)
Core concepts
•  Websites are tools that promote behavioral change
•  Content is King
•  Understanding what’s at stake, and for whom
•  The challenges of working with people and technology
•  Waterfall vs. Agile in planning and development

Website Discovery Process (#13NTCDisc)

5
Websites should promote behavior change
•  Nobody outside of your office
understands 95% of what you
say at work

•  The Curious, the Concerned,
and the Committed

•  The “Ladder of Engagement”

Website Discovery Process (#13NTCDisc)

6
Content is king
•  There’s no substitute for good writing and compelling
multimedia

•  Good content is often less expensive than functionality
•  Content can be used across channels
•  “Mobile First” = Design for real content

Website Discovery Process (#13NTCDisc)

7
Let’s kick off Discovery

Website Discovery Process (#13NTCDisc)

8
The Equation:
Your
organization’s
goals

+

Your
audiences’
motivations

+

Money &
Time

=

The content, design, and
functionality you release

Website Discovery Process (#13NTCDisc)

9
Society for the Advanced
Awareness of Animals Riding
Other Animals

Website Discovery Process (#13NTCDisc)

10
Information architecture
1. First pass at Entity Relationship Diagram
2. Site map development - Round #1Clickable
wireframes - Round #1Budget CheckDetailed
Entity Relationship Diagram/SpecificationClickable
wireframes - Round #2

Website Discovery Process (#13NTCDisc)

11
Graphic Design
1. Design brief and style guideDesign in the
browserStyle tile development

Website Discovery Process (#13NTCDisc)

12
Project Plan and Schedule
1. Finalized implementation budgetContent
matrixDevelopment schedule and project planQA
planTraining plan

Website Discovery Process (#13NTCDisc)

13
Kicking off development
• You can iterate on discovery documentation, but
version control it!

• Iterative development cycles with weekly
deliverables (Don’t cheat on this)

• Report back to internal stakeholders every week

Website Discovery Process (#13NTCDisc)

14
Tools of the trade
• Note cards, note cards, and more note cardsA
camera....

• Google Docs (no MS Word Docs)
• Trello, Stormb
oard or StixyPinterestOmnigraffleFoundation
wireframesGitHub Pages

• ThinkShout’s collection of sample Discovery docs

Website Discovery Process (#13NTCDisc)

15

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Need a New Website? Wait! Have You Gone Through a Discovery Process? (May 2013, PDXTech4Good.org)

  • 1. Need a New Website? Wait! Have You Gone Through a Discovery Process? Hashtag: #13NTCDisc Sean Larkin & Brett Meyer
  • 2. Session Subtitle: Everybody wants a pony... Website Discovery Process (#13NTCDisc)
  • 3. But there are many types of ponies. Website Discovery Process (#13NTCDisc) 3
  • 4. So let’s avoid making assumptions. Website Discovery Process (#13NTCDisc)
  • 5. Core concepts •  Websites are tools that promote behavioral change •  Content is King •  Understanding what’s at stake, and for whom •  The challenges of working with people and technology •  Waterfall vs. Agile in planning and development Website Discovery Process (#13NTCDisc) 5
  • 6. Websites should promote behavior change •  Nobody outside of your office understands 95% of what you say at work •  The Curious, the Concerned, and the Committed •  The “Ladder of Engagement” Website Discovery Process (#13NTCDisc) 6
  • 7. Content is king •  There’s no substitute for good writing and compelling multimedia •  Good content is often less expensive than functionality •  Content can be used across channels •  “Mobile First” = Design for real content Website Discovery Process (#13NTCDisc) 7
  • 8. Let’s kick off Discovery Website Discovery Process (#13NTCDisc) 8
  • 9. The Equation: Your organization’s goals + Your audiences’ motivations + Money & Time = The content, design, and functionality you release Website Discovery Process (#13NTCDisc) 9
  • 10. Society for the Advanced Awareness of Animals Riding Other Animals Website Discovery Process (#13NTCDisc) 10
  • 11. Information architecture 1. First pass at Entity Relationship Diagram 2. Site map development - Round #1Clickable wireframes - Round #1Budget CheckDetailed Entity Relationship Diagram/SpecificationClickable wireframes - Round #2 Website Discovery Process (#13NTCDisc) 11
  • 12. Graphic Design 1. Design brief and style guideDesign in the browserStyle tile development Website Discovery Process (#13NTCDisc) 12
  • 13. Project Plan and Schedule 1. Finalized implementation budgetContent matrixDevelopment schedule and project planQA planTraining plan Website Discovery Process (#13NTCDisc) 13
  • 14. Kicking off development • You can iterate on discovery documentation, but version control it! • Iterative development cycles with weekly deliverables (Don’t cheat on this) • Report back to internal stakeholders every week Website Discovery Process (#13NTCDisc) 14
  • 15. Tools of the trade • Note cards, note cards, and more note cardsA camera.... • Google Docs (no MS Word Docs) • Trello, Stormb oard or StixyPinterestOmnigraffleFoundation wireframesGitHub Pages • ThinkShout’s collection of sample Discovery docs Website Discovery Process (#13NTCDisc) 15