you should take before
rebuilding your website
LynnWinter
Director of Projects
GORTON STUDIOS
lynn@gortonstudios.com
0	
  
Assemble the project team1
Define your project scope2
Assess resource options3
Contact potential partners4
0	
  
Post your RFP5
Evaluate the talent6
Establish project protocol7
Secure a long-term
relationship
8
0	
  
ASSEMBLE
YOUR
PROJECT
TEAM
0	
  
Keep to an effective size
Understand the time commitment
Prioritize big picture
Be willing to hurt feelings
Work well in groups
Fill key team roles
Cat herder
The authority
‘NO’ person
Brand watchdog
Organization liaison
Content king
Technical lead
Worker bees
0	
  
DEFINE
YOUR
PROJECT
SCOPE
0	
  
Clarify your needs
Get stakeholders on the same page
Proof of business case
Ability to stop project as needed
Who is your organization?
Why are you rebuilding your website?
Who are your users?
What do your users need?
What is your priority?
What are your available resources?
0	
  
ASSESS
RESOURCE
OPTIONS
0	
  
Employees
Contractors
3rd Party Solutions
More affordable
Learn site inside and out
Already hired – skip RFP process
Already have day jobs
Missing expertise
Difficult to get approval
Expert in the field
Purchase block of time
Outside perspective
Expensive
Work remotely
Missing institutional knowledge
Best-of-Breed
Available now
Can remove site bloat
Must compromise
Can quickly change
You are just a number
0	
  
CONTACT
POTENTIAL
PARTNERS
0	
  
Cons, camps, and meet-ups
Drupal.org
Industry sites, blogs, webinars
Talk to your friends…and enemies
Ensure good talent responds to RFP
Survey of the landscape
Reality check on scope and budget
New ideas to consider
Sense of your project’s crazy
Consider sending a pre-interview
0	
  
POST
YOUR
RFP
0	
  
Direct about scope/timeline/budget
Specify what is flexible & what isn’t
Exchange commitments in writing
Break large proje...
Provide limited information
Specify every single detail
Speak only to the sales team
Ask for spec work
Require a labored r...
0	
  
EVALUATE
THE TALENT
0	
  
Using Drupal for 3+ years
Team active in Drupal community
Proven experience with features
Breadth of web services
Similar sized organization
Motivated by similar missions
Communications is easy
Willing to work AND drink together
Can agree upon a start date
Rate/budget is not a stretch
Process style works for your team
Sites looks and work well
Wide range of work
See similar features you need
Work with nonprofits
Genre overlap with some clients
Similar sized budgets and scopes
References check out
Proposal fits your RFP perfectly
Won’t maintain their work
Don’t respond quickly
Team growing rapidly
0	
  
ESTABLISH
PROJECT
BOUNDARIES
0	
  
Scope limitations
3rd party integration and custom code
Brand changes
Determine budget parameters
Track the budget
Plan for a contingency
Discuss long-term costs
Prepare for a start date
Determine launch date drivers
Wait to create a full timeline
Discuss why timeline might shift
0	
  
SECURE A
LONG-TERM
RELATIONSHIP
0	
  
Be their cheerleader
Listen to each other
Respect your commitments
Be honest, direct, and transparent
Remember – you are humans
Formalize new projects
Have fun!
0	
  
Figure out what you want1
Meet good people2
Be nice to each other3
Live happily ever after4
0	
  
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NTC Drupal Day: Early Investment, Better Website

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NTC Drupal Day: Early Investment, Better Website

  1. 1. you should take before rebuilding your website
  2. 2. LynnWinter Director of Projects GORTON STUDIOS lynn@gortonstudios.com
  3. 3. 0   Assemble the project team1 Define your project scope2 Assess resource options3 Contact potential partners4
  4. 4. 0   Post your RFP5 Evaluate the talent6 Establish project protocol7 Secure a long-term relationship 8
  5. 5. 0   ASSEMBLE YOUR PROJECT TEAM 0  
  6. 6. Keep to an effective size Understand the time commitment Prioritize big picture
  7. 7. Be willing to hurt feelings Work well in groups Fill key team roles
  8. 8. Cat herder The authority ‘NO’ person Brand watchdog
  9. 9. Organization liaison Content king Technical lead Worker bees
  10. 10. 0   DEFINE YOUR PROJECT SCOPE 0  
  11. 11. Clarify your needs Get stakeholders on the same page Proof of business case Ability to stop project as needed
  12. 12. Who is your organization? Why are you rebuilding your website? Who are your users?
  13. 13. What do your users need? What is your priority? What are your available resources?
  14. 14. 0   ASSESS RESOURCE OPTIONS 0  
  15. 15. Employees Contractors 3rd Party Solutions
  16. 16. More affordable Learn site inside and out Already hired – skip RFP process
  17. 17. Already have day jobs Missing expertise Difficult to get approval
  18. 18. Expert in the field Purchase block of time Outside perspective
  19. 19. Expensive Work remotely Missing institutional knowledge
  20. 20. Best-of-Breed Available now Can remove site bloat
  21. 21. Must compromise Can quickly change You are just a number
  22. 22. 0   CONTACT POTENTIAL PARTNERS 0  
  23. 23. Cons, camps, and meet-ups Drupal.org Industry sites, blogs, webinars Talk to your friends…and enemies
  24. 24. Ensure good talent responds to RFP Survey of the landscape Reality check on scope and budget
  25. 25. New ideas to consider Sense of your project’s crazy Consider sending a pre-interview
  26. 26. 0   POST YOUR RFP 0  
  27. 27. Direct about scope/timeline/budget Specify what is flexible & what isn’t Exchange commitments in writing Break large projects into pieces Allow for conversations
  28. 28. Provide limited information Specify every single detail Speak only to the sales team Ask for spec work Require a labored response
  29. 29. 0   EVALUATE THE TALENT 0  
  30. 30. Using Drupal for 3+ years Team active in Drupal community Proven experience with features Breadth of web services
  31. 31. Similar sized organization Motivated by similar missions Communications is easy Willing to work AND drink together
  32. 32. Can agree upon a start date Rate/budget is not a stretch Process style works for your team
  33. 33. Sites looks and work well Wide range of work See similar features you need
  34. 34. Work with nonprofits Genre overlap with some clients Similar sized budgets and scopes References check out
  35. 35. Proposal fits your RFP perfectly Won’t maintain their work Don’t respond quickly Team growing rapidly
  36. 36. 0   ESTABLISH PROJECT BOUNDARIES 0  
  37. 37. Scope limitations 3rd party integration and custom code Brand changes
  38. 38. Determine budget parameters Track the budget Plan for a contingency Discuss long-term costs
  39. 39. Prepare for a start date Determine launch date drivers Wait to create a full timeline Discuss why timeline might shift
  40. 40. 0   SECURE A LONG-TERM RELATIONSHIP 0  
  41. 41. Be their cheerleader Listen to each other Respect your commitments Be honest, direct, and transparent
  42. 42. Remember – you are humans Formalize new projects Have fun!
  43. 43. 0   Figure out what you want1 Meet good people2 Be nice to each other3 Live happily ever after4
  44. 44. 0   slideshare.net/winterlynn

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