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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
(Pending/Approve/Reject)
Approved
Project Sponsor
Signature
Amanda Etches and
W&IA Cross-Functional
Team
Date of Project
Approval
January 2013
Proposed Project Start &
End Date
Start: December 2012
End: January 2014
Part II: Project Details
Project
Description
The library website redesign project will include the following activities:
- 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 &
outcomes
The outcomes of this project will be:
- a library website that is designed primarily around user needs and
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
Deliverables
The main deliverable of this project will be a redesigned website that is
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
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 /
Risks
 Tight timeframe: while much of the prep work for this project has
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
Requirements
The main budget requirement to complete this project is staff time. The
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
Dependencies
- ITS will need to install Drupal
- Ongoing support from ITS for any server/CMS maintenance over
the course of the project
4
Communication
Plan
When What Who
Jan 2013 Set up a project blog (for ongoing
communication with stakeholders)
Amanda
Jan 2013 LibALL introducing the project, team,
blog, charter
Randy
Jan 2013 Library Forum intro to the project Randy & Amanda
Feb 4 2013 Blog post of project charter and
success criteria
Randy
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
providers
Randy
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
charter; clarify scope and success
criteria
Project team (RO lead)
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
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
contributors
RO, AE
April-Aug
2013
Meet with teams to fill out content Working Group &
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
for content contributors
RO
October 2013 Develop training materials for content
contributors and deliver training
RO & Web Team
Dec 16 2013 Hard launch of new Library website RO & Web Team
Jan 2014 Re-perform user testing to verify
completion of project
UX and RO and AE

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site design project charter

  • 1. 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 (Pending/Approve/Reject) Approved Project Sponsor Signature Amanda Etches and W&IA Cross-Functional Team Date of Project Approval January 2013 Proposed Project Start & End Date Start: December 2012 End: January 2014 Part II: Project Details Project Description The library website redesign project will include the following activities: - 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 & outcomes The outcomes of this project will be: - a library website that is designed primarily around user needs and
  • 2. 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 Deliverables The main deliverable of this project will be a redesigned website that is 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
  • 3. 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 / Risks  Tight timeframe: while much of the prep work for this project has 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 Requirements The main budget requirement to complete this project is staff time. The 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 Dependencies - ITS will need to install Drupal - Ongoing support from ITS for any server/CMS maintenance over the course of the project
  • 4. 4 Communication Plan When What Who Jan 2013 Set up a project blog (for ongoing communication with stakeholders) Amanda Jan 2013 LibALL introducing the project, team, blog, charter Randy Jan 2013 Library Forum intro to the project Randy & Amanda Feb 4 2013 Blog post of project charter and success criteria Randy 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 providers Randy 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 charter; clarify scope and success criteria Project team (RO lead) 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
  • 5. 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 contributors RO, AE April-Aug 2013 Meet with teams to fill out content Working Group & 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 for content contributors RO October 2013 Develop training materials for content contributors and deliver training RO & Web Team Dec 16 2013 Hard launch of new Library website RO & Web Team Jan 2014 Re-perform user testing to verify completion of project UX and RO and AE