Published on March 13, 2014
you should take before rebuilding your website
LynnWinter Director of Projects GORTON STUDIOS firstname.lastname@example.org
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 projects into pieces Allow for conversations
Provide limited information Specify every single detail Speak only to the sales team Ask for spec work Require a labored response
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
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