Web Re-design Checklist Overview This checklist is intended to help small departments assess their needs for website re-design and leverage as many Stanford and low-cost opportunities as possible. The "Roles" section lists all of the potential roles in an ideal redesign. Some of these are areas of focus rather than actual job titles, but each could easily take up a great deal of time. With a small staff, some individuals will fulfill several roles, and some roles will be filled by outsiders. The "Checklist" is provided in the rough order that one might approach these tasks. However, it is quite likely your own project will evolve into a different order, and many stages will involve iteration and overlap. The checklist is not exhaustive, and you should feel free to remove or change items. Roles Strategies for filling these roles include creating fictional personas, representatives who advocate for sets of stakeholders, reaching out to campus IT colleagues for evaluation and advice, and utilizing services provided by campus departments or groups. Roles that may be fulfilled by the same individual have been placed near each other. Content creator Content strategist Project manager Decision maker Internal stakeholders Business needs analysis Compliance (with internal rules or external regulations) Designer (Aesthetics, GUI) UX (User Experience) - with authority Usability Testing Accessibility Cross-platform, issues, mobile (smartphone, table), desktop etc Information Architect Coder / Web Monkey / Programmer SEO (Search Engine Optimization) and Analytics Checklist 1. Admit that you have a problem. o Consensus among stakeholders that re-design is necessary. 2. Identify and list biggest problems with current site by polling internal stakeholders. o Create a simple 10-item rating quiz for team members to apply to your site. Have them apply it to at least three comparable sites (competitors) on the web. o Can any be fixed in short order, before the re-design? Note that a re-design can take 6 months – 2 years. 3. Take the analytics from your current site and develop a 1-2 page summary of current site usage. Rank pages by traffic. 4. Assemble an internal team. Your initial team may simply be a focus group. Your team probably will not cover all of the roles. Discuss missing roles with team. o List provisional replacements of all roles o If considering non-Stanford resources, you may still want to leverage Stanford knowledge and recommendations of outside contractors. See Outreach section. o Note that it is up to YOU to evaluate referrals for how well they fit your needs. 5. If you decide to bring a paid consultant on board: o Create an RFP o Get as many of the right type of applicants as possible o Get bids on hourly rates and flat fees as well as an estimate of the extent of the work o Do not let the consultant drive the bus 6. Identify and list all categories of users. 7. For each user category create a persona and stories of how they use the site. o For each persona outline 5 tasks. EG what does a student need from your site. 1) to log in, 2)to get class info. Etc. Your users will determine your business needs. o You may also wish to survey current users (https://itservices.stanford.edu/service/survey) 8. For each user category list ideas for user testing – where can you find examples of this user and what will motivate them to test your new site? 9. Content: List all the types of content on your site. For each type, give the creator, source (database, post directly), and maintainer. 10. Content creators: Who are they and are they equipped to create good content, keep it up to date, and refresh it when it needs to be refreshed? o [link to class on content] o The ebook Writing for the Web is available through SearchWorks (http://searchworks.stanford.edu). 11. Content strategy. Evaluate what makes each type of content "good" for your users. How often must it be updated? How do you check for accuracy? How will you update it? 12. Should you use a web framework, such as Drupal? Votes for: o Many users posting content directly to the site (the content does not live anywhere else). o A site that you wish to imitate uses Drupal (such as a Stanford site with a particular look and feel) o 13. Your site will be very modular and likely utilize modules already developed at Stanford, such as a calendar of events. Have a plan for various bottlenecks. o Stakeholders silent – ask for simple ratings of features, arrangement of priorities, statements of what is important o A bad idea is holding sway – Generate a number of possible solutions and broaden the question. o Team member(s) not attending or performing functions as needed or on time discuss rearrangement of team with decision maker. Google docs (shared with team members) may be one way to prompt interaction – it sends notices when documents are updated. 14. Schedule the unexpected – Build in time to deal with unexpected development tasks that are recognized only after the site is mostly finished. 15. How will you get analytics? Google Analytics or some other service? 16. Where will you host? Onsite server, campus AFS, or hosting provider? o 17. Simplest: Stanford Sites (https://itservices.stanford.edu/service/web/stanfordsites) or WordPress (https://itservices.stanford.edu/service/web/wordpress) How will you backup your website? 18. What is your version control strategy, so that you can roll back to a particular design if one doesn't pan out? o Subversion, Git, others 19. SEO (Search Engine Optimization). Page design should make it clear to search engines what each page is about. Site should have a sitemap. 20. Given your content, stakeholders, users, and visitors, develop a list all the different types of pages you will have and how they will serve people. 21. Develop a visual design for the site that incorporates all the different types of pages you will have. o 22. Include a plan for mobile (smartphones and tablets) (https://itservices.stanford.edu/service/web/mobile) Put together a functioning prototype of the site. o You may wish to start with non-functioning prototypes if the development team has enough experience and imagination. o Most people need a live, functioning site in order to give good feedback. o Prototype should be easy to change – things will get moved around. 23. Get the prototype critiqued, internally or externally. 24. Fix problems, possible go back to other steps until it looks reasonably polished. 25. User testing o Read about usability (http://www.useit.com/alertbox/20030825.html) o Designate some usability laboratories – a conference room in your office, or perhaps computers on campus if your prototype is remotely accessible. o Get small groups of testers (4-6 people, one-on-one interview format, where you watch them interact with the site) who represent subgroups of your users, visitors, and stakeholders. You can offer free merchandise, coupons, or other rewards. Friends and family who fit the profile of some of your users are usually willing to help. There are probably many people on campus who fit profiles applicable to your site. o Do iterative testing followed by development. With each round, fix any problems you can, so that subsequent testers are not distracted by them. Links SOAP (Stanford Online Accessibility Program) (http://soap.stanford.edu) Stanford Self-Help Web Design Resources ( http://itservices.stanford.edu/service/web/design) SearchWorks (http://searchworks.stanford.edu) is a search engine for Stanford University Libraries. It has an incredibly simply interface to a complex array of online resources. Top 30 Mistakes (http://www.webpagesthatsuck.com/top-30-webdesign-mistakes.html) is helpful to inoculate against certain habits, and to illustrate why a particular design choice is bad. UX at Stanford (http://ux.stanford.edu) is a point of contact for help with the user experience side of your website. Outreach Explore the campus web services website (http://itservices.stanford.edu/service/web/) and contact them directly with questions. TechCommons (http://techcommons.stanford.edu) is a Stanford-only wiki with solutions to common technical tasks. The su_webmasters mailing list (su_webmasters@lists.stanford.edu) is for all campus web developers. The staffers mailing list (staffers@lists.stanford.edu) is for all Stanford employees, and is therefore one of the widest nets you can cast on campus. Communities of Practice at Stanford (http://cop.stanford.edu) is a nexus for organizing groups of campus individuals working on similar tasks and technologies in different departments.