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

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Published on March 5, 2014

Author: PDXTech4Good



Brett Meyer from ThinkShout presented an abbreviated version of his (second) session at the 2013 Nonprofit Technology Conference.

A recording from PDXTech4Good, a free monthly gathering of nonprofits, techies and activists in Portland, Oregon. More information:

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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