Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

OLA Superconference 2015: Managing Digital Projects


Published on

Ontario Libraries Association Superconference 2015. Slides by Dara Renton, Toronto Public Library and Terry Costantino, Usability Matters

Published in: Internet
  • Be the first to comment

  • Be the first to like this

OLA Superconference 2015: Managing Digital Projects

  1. 1. Dara Renton Manager, E-Services @drenton Terry Costantino Principal & Design Director @umatters Managing Digital Projects: ! Staff, Vendors, Stakeholders and Library Members
  2. 2. Overview Context Need Plan Design & Build Implementation Evaluation & Evolution Prototype & Iterate
  3. 3. Why are we doing this presentation?
  4. 4. Digital has redefined all organizations
  5. 5. Bureaucracies are honed by the past and almost never can they deal effectively with the future” Dr. Leroy Hood, noted biologist
  6. 6. Digital is driven by consumer technology
  7. 7. TPL of old • Project based and no staff focused on continuous enhancement and development
  8. 8. TPL Today • Major work still project based, but a robust team that can work on small and medium projects in their day-to-day work
  9. 9. Services not projects • What you have is a set of services delivered digitally • They always require maintenance and sometimes they require a project for major changes
  10. 10. What does a digital project look like?
  11. 11. User 
 design Technology Business Processes 
  12. 12. THE NEED
  13. 13. Chart the course for your project High level goal and project drivers Identify resources needed - identify gaps Get approval for the project from decision-makers Charter your approach Identify business impacts – resourcing, technology, service management
  14. 14. The Team • Service Manager or Product Owner • Delivery Manager or Project Manager • Designer • Content Designer • User Researcher • Technical Architect/ Lead • Developer • Web Ops Expert
  15. 15. Context Questions about context, the need or the team?
  16. 16. Plan Create a shared vision for the service/product Lay the foundation for design Clarify the users and their needs Get approval for the plan from decision-makers Scope the design and build
  17. 17. Plan Create a shared vision for the product/service • goals & objectives • measures of success • requirements & constraints Clarify users and their needs • profiles • personas • tasks or scenarios Possible activities: • review existing documents • consult with staff & users • review competitor/peer offerings
  18. 18. Dawn, Family Hub I want one stop for my family’s needs Dawn is a 34-year-old mom of two young children and an avid mystery reader. She works part-time for a friend’s catering business and spends a lot of time chauffeuring her children to activities, so her time is limited. She needs to get in and get on with it, so she likes to research new offerings and events at the library on the website ahead of time and place holds on materials she might pick up later on her weekly visit with the kids. She has a library card and has signed her kids up too because she wants to teach them to be library users. • No time – she can’t spend a lot of time tracking down what she wants • Isn’t aware of the full breadth of what the library system has to offer, but knows a lot about family resources and events in her branch • Usually has kids with her when she visits the library, is distracted Challenges Access profile • Get the latest from her favourite authors and recommendations for similar books • Let the kids pick out books to borrow. • Find out about resources and events for kids • Find what she needs quickly because she is always on the run • Check family’s account information online (due dates, fines, etc.)
  19. 19. I want one stop for my family’s needs I want to find the latest book by my favourite author I want recommendations for new titles related to my preferences I’d like to know about events for my kids during March break. I want to find the next book in a series I’d like to find people to socialize with that share my interests I’d like to know about events in my neighbourhood that are targeted at kids I want to know about new service offerings and how to use them (downloadable books or music) I want to set up holds and research new materials online for my entire family before I stop by I want to check my family’s account details (due dates, fines) online branch across town and want to know about parking there • Access to online recommendations, updates and holds so she can get organized for her next visit • Needs current information and new offerings brought to her attention so she doesn’t have to seek them out • Might be interested in alerts based on her preferences (opt-in) • Wants to easily manage her children’s (and sometimes husband’s) accounts • Managing her children’s library use needs to be convenient (e.g. dealing with misplaced books, fines, uncatalogued items) Critical requirements Dawn, Family Hub Example scenarios:
  20. 20. Plan Lay the foundation for design • user stories and/or journey maps • service blueprint • content and functionality list • technical requirements • organizational impacts Get approval for the plan from decision-makers Scope the design and build • estimate the time and cost • consider buy, build and partner options • adjust the plan as needed
  21. 21. Plan Questions about planning?
  22. 22. Design & Build User experience (UX) design Visual design Technical design Business process design Content design Get approval from decision-makers Prototype development
  23. 23. Design & Build • Refine journey maps • Create information architecture (IA) • Create wireframes and user flows, if needed • Contribute to IA and labelling • Identify content needs, style, and sources Content Design UX Design
  24. 24. Design & Build Visual Design • Set creative direction • Create graphic standards - colours, typography, iconography, etc. Prototype Development • Create HTML prototype/build
  25. 25. Design & Build Technical Design Business Process Design • Identify current business processes affected by the new or redesigned service • Work with appropriate stakeholders to adjust the business processes and/or the design • Map technical approach
  26. 26. Design & Build Questions about designing and building?
  27. 27. Prototype & Iterate • Develop and iterate working prototype • Invited library members to: • join web advisory panel • comment on blog posts • participate in usability test sessions • UX, content, visual, business processes also iterate during this phase
  28. 28. Prototype & Iterate Questions about prototyping or usability testing?
  29. 29. Implementation • Setting up where site/services will be hosted • Hooking up systems • Testing (functional, QA, performance, regression testing, failover, security etc.) • Planning a beta launch.
  30. 30. Evaluation and Evolution • post-mortem - what worked, what didn’t, what would you do differently • metrics • on-going feedback from users and stakeholders
  31. 31. References • Service Design Manual • Hemingway App • Webaim colour contrast Checker • TPL’s Digital Library Service Blog • Digital Adaptation - Paul Boag • Practical Guide to Managing Web Projects - Breandán Knowlton

  32. 32. Contact info Dara Renton ! Manager, E-Services Toronto Public Library Twitter: @drenton! Terry Costantino ! Principal & Design Director
 Usability Matters Twitter: @umatters!