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HeatherMerrill.com	
  
                                                                                                                        heather@heathermerrill.com	
  
	
  


                               Caleb	
  Project	
  Website	
  Design	
  Document	
  
                                                                Contents:	
  
                                                                Case	
  Study	
  
                                                                Business	
  Goals	
  
                                                                Functional	
  Requirements	
  
                                                                Roles	
  &	
  Tasks	
  
                                                                Site	
  Map	
  
	
  

Case	
  Study	
  
	
  

In	
  2004,	
  Caleb	
  Project,	
  a	
  nonprofit	
  organization	
  focused	
  on	
  marginalized	
  ethnicities	
  around	
  the	
  
world,	
  decided	
  it	
  needed	
  a	
  completely	
  new	
  website.	
  The	
  existing	
  site	
  did	
  not	
  meet	
  
organizational	
  or	
  user	
  goals,	
  was	
  badly	
  out-­‐of-­‐date	
  and	
  was	
  not	
  compliant	
  with	
  industry	
  
standards.	
  An	
  in-­‐house	
  design	
  team	
  was	
  formed	
  which	
  included	
  a	
  project	
  manager,	
  two	
  
technical	
  leads,	
  an	
  editor,	
  a	
  graphic	
  artist	
  and	
  me	
  as	
  the	
  content	
  manager.	
  Caleb	
  Project	
  had	
  
valuable	
  resources	
  (books,	
  videos,	
  brochures	
  and	
  curriculum)	
  to	
  distribute	
  and	
  sell	
  online.	
  It	
  
also	
  ran	
  courses,	
  produced	
  a	
  newsletter	
  and	
  wanted	
  an	
  online	
  donation	
  system	
  since	
  it	
  relied	
  
on	
  donations	
  for	
  survival.	
  

Challenge	
   	
  
The	
  challenge	
  was	
  to	
  identify	
  necessary	
  and	
  affordable	
  hardware	
  and	
  software	
  solutions,	
  identify	
  
website	
  goals,	
  coordinate	
  several	
  departments	
  to	
  collect	
  content,	
  create	
  a	
  workflow	
  and	
  approval	
  
system,	
  create	
  a	
  visual	
  design,	
  organize	
  and	
  label	
  existing	
  content,	
  determine	
  new	
  content	
  needed,	
  
create	
  a	
  navigational	
  structure	
  and	
  decide	
  priority	
  items	
  for	
  the	
  home	
  page.	
  These	
  were	
  all	
  difficult	
  
because	
  of	
  the	
  democratic	
  nature	
  of	
  nonprofit	
  organizations,	
  loose	
  time	
  constraints,	
  a	
  big	
  learning	
  curve	
  
for	
  everyone,	
  small	
  budgets	
  and	
  a	
  busy	
  staff.	
  

Solution	
  
One	
  of	
  the	
  key	
  things	
  that	
  made	
  the	
  project	
  a	
  success	
  was	
  the	
  skill	
  of	
  the	
  project	
  manager	
  to	
  bring	
  all	
  
parties	
  together,	
  make	
  important	
  decisions	
  in	
  a	
  timely	
  manner	
  and	
  set	
  big	
  goals	
  and	
  deadlines.	
  Working	
  
in	
  this	
  context	
  allowed	
  the	
  team	
  to	
  educate	
  themselves	
  in	
  their	
  areas	
  of	
  responsibility	
  and	
  begin	
  to	
  
produce	
  quality	
  work.	
  I	
  organized	
  and	
  labeled	
  the	
  information	
  we	
  had,	
  gathered	
  (and	
  coerced)	
  new	
  
content	
  from	
  department	
  heads,	
  created	
  a	
  navigation	
  scheme	
  for	
  all	
  content	
  through	
  paper	
  tests	
  with	
  
office	
  workers	
  and	
  formal	
  usability	
  testing	
  later	
  on.	
  Meanwhile	
  a	
  visual	
  design	
  was	
  created,	
  appropriate	
  
hardware	
  and	
  software	
  acquired,	
  a	
  back-­‐end	
  built	
  and	
  content	
  entered.	
  The	
  result	
  of	
  the	
  team’s	
  effort	
  
was	
  a	
  successful	
  corporate	
  website	
  that	
  allowed	
  users	
  to	
  find	
  and	
  buy	
  Caleb	
  Project’s	
  wealth	
  of	
  
up-­‐to-­‐date	
  resources,	
  make	
  on-­‐line	
  donations	
  and	
  sign	
  up	
  for	
  courses.	
  
HeatherMerrill.com	
  
                                                                      heather@heathermerrill.com	
  
	
  




Business	
  Goals	
  
            •   Be the most valuable missions mobilization site on the Web for tools, resources,
                and connections by allowing people to:
                    o interact
                    o find information and resources
                    o discover their role
                    o participate in our programs
            •   Communicate identity and site contents immediately on home page
            •   Move our audience to action
            •   Market resources
            •   Make select resources downloadable
            •   Recruit & fundraise for staff & programs
            •   Improve interaction and communication with audience
            •   Improve internal processes for content updates & quality


Functional	
  Requirements	
  
            •   Dynamic content capability using custom CMS
            •   Electronic sample pages of products
            •   On-line donation functionality
            •   SEO
            •   Analytics
            •   Quick load times for images
            •   Course registration forms
            •   Video
            •   Inexpensive development platform
            •   Store
            •   Meta-data and search engine
            •   Follow design guidelines & industry standards
            •   User testing must validate designs
            •   Employ user-centered design principles
HeatherMerrill.com	
  
                                                                                                                             heather@heathermerrill.com	
  
	
  

Roles	
  and	
  Tasks
Project	
  Manager	
                  Content	
  Manager	
                      Developer	
                              Editor	
                               Graphics	
  
Brad	
                                Heather	
                                 Jason	
  and	
  Todd	
                   Gwen	
                                 John	
  
       •   Create	
  timeline	
              •   Documentation	
                      •     Research	
  CMS	
                 •       Maintenance	
  plan	
          •    Visual	
  Design	
  
       •   Schedule	
  meetings	
            •   Usability	
  testing	
               •     Obtain	
  &	
  install	
          •       Editorial	
                    •    Prototype	
  
       •   Monitor	
  progress	
             •   Card	
  sort	
   	
                        hardware	
                                guidelines	
                   •    Create	
  style	
  
       •   Advise	
  team	
                  •   Content	
  inventory	
               •     Build	
  CMS	
                    •       Task-­‐flow	
                       guidelines	
  
       •   Set	
  goals	
                    •   Content	
                            •     HTML	
  coding	
                  •       Data	
  entry	
                •    Prepare	
  visual	
  
       •   Organize	
  tasks	
                   acquisition	
                        •     Set	
  up	
  internal	
           •       Write	
  content	
                  content	
  
                                             •   Content	
  needs	
  list	
                 hosting	
  
                                             •   Navigation	
                         •     Create	
  metadata	
  
                                             •   Write	
  content	
  
                                             •   Competitive	
  
                                                 analysis	
  
                                      	
  
	
  

New	
  Site	
  Map	
  
Home
           About
                        Ministry Profile
                        Contact Info
                        Caleb Project Jobs

           Giving
                        Donor Relations
                        Project List
                        Donate

           Services
                  Speakers
                  Perspectives Course
                  Find-A-Site
                  Children’s Speakers
                  E-Library
                  Discussions
           Involvement
                  Perspectives Course
                         Locations
                         Registration
                         Coordinator Application
                         Host a Class
                         Contact Us
                         Course Impact
                  Cultural Research Expeditions
                  People Group Advocacy
                  Europe
                  Training
HeatherMerrill.com	
  
                                                                     heather@heathermerrill.com	
  
	
  
               Internships
               Give
               Pray
       Store
               Adult Education
               Research & Field Training
               Unreached Peoples Resources
               Kids Around the World
               Mobilization & Conference Tools
       News
               Catalyst Magazine
               Press Releases
               Archives
               Happenings
       Questions
       Just for You (Audience self identifying nav in an area box)
               Church Leaders
               Kids
               Young Adults
               Sunday School Teachers
               Small Group Leaders
       Site Map & Info

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Cp web sitedesigndoc

  • 1. HeatherMerrill.com   heather@heathermerrill.com     Caleb  Project  Website  Design  Document   Contents:   Case  Study   Business  Goals   Functional  Requirements   Roles  &  Tasks   Site  Map     Case  Study     In  2004,  Caleb  Project,  a  nonprofit  organization  focused  on  marginalized  ethnicities  around  the   world,  decided  it  needed  a  completely  new  website.  The  existing  site  did  not  meet   organizational  or  user  goals,  was  badly  out-­‐of-­‐date  and  was  not  compliant  with  industry   standards.  An  in-­‐house  design  team  was  formed  which  included  a  project  manager,  two   technical  leads,  an  editor,  a  graphic  artist  and  me  as  the  content  manager.  Caleb  Project  had   valuable  resources  (books,  videos,  brochures  and  curriculum)  to  distribute  and  sell  online.  It   also  ran  courses,  produced  a  newsletter  and  wanted  an  online  donation  system  since  it  relied   on  donations  for  survival.   Challenge     The  challenge  was  to  identify  necessary  and  affordable  hardware  and  software  solutions,  identify   website  goals,  coordinate  several  departments  to  collect  content,  create  a  workflow  and  approval   system,  create  a  visual  design,  organize  and  label  existing  content,  determine  new  content  needed,   create  a  navigational  structure  and  decide  priority  items  for  the  home  page.  These  were  all  difficult   because  of  the  democratic  nature  of  nonprofit  organizations,  loose  time  constraints,  a  big  learning  curve   for  everyone,  small  budgets  and  a  busy  staff.   Solution   One  of  the  key  things  that  made  the  project  a  success  was  the  skill  of  the  project  manager  to  bring  all   parties  together,  make  important  decisions  in  a  timely  manner  and  set  big  goals  and  deadlines.  Working   in  this  context  allowed  the  team  to  educate  themselves  in  their  areas  of  responsibility  and  begin  to   produce  quality  work.  I  organized  and  labeled  the  information  we  had,  gathered  (and  coerced)  new   content  from  department  heads,  created  a  navigation  scheme  for  all  content  through  paper  tests  with   office  workers  and  formal  usability  testing  later  on.  Meanwhile  a  visual  design  was  created,  appropriate   hardware  and  software  acquired,  a  back-­‐end  built  and  content  entered.  The  result  of  the  team’s  effort   was  a  successful  corporate  website  that  allowed  users  to  find  and  buy  Caleb  Project’s  wealth  of   up-­‐to-­‐date  resources,  make  on-­‐line  donations  and  sign  up  for  courses.  
  • 2. HeatherMerrill.com   heather@heathermerrill.com     Business  Goals   • Be the most valuable missions mobilization site on the Web for tools, resources, and connections by allowing people to: o interact o find information and resources o discover their role o participate in our programs • Communicate identity and site contents immediately on home page • Move our audience to action • Market resources • Make select resources downloadable • Recruit & fundraise for staff & programs • Improve interaction and communication with audience • Improve internal processes for content updates & quality Functional  Requirements   • Dynamic content capability using custom CMS • Electronic sample pages of products • On-line donation functionality • SEO • Analytics • Quick load times for images • Course registration forms • Video • Inexpensive development platform • Store • Meta-data and search engine • Follow design guidelines & industry standards • User testing must validate designs • Employ user-centered design principles
  • 3. HeatherMerrill.com   heather@heathermerrill.com     Roles  and  Tasks Project  Manager   Content  Manager   Developer   Editor   Graphics   Brad   Heather   Jason  and  Todd   Gwen   John   • Create  timeline   • Documentation   • Research  CMS   • Maintenance  plan   • Visual  Design   • Schedule  meetings   • Usability  testing   • Obtain  &  install   • Editorial   • Prototype   • Monitor  progress   • Card  sort     hardware   guidelines   • Create  style   • Advise  team   • Content  inventory   • Build  CMS   • Task-­‐flow   guidelines   • Set  goals   • Content   • HTML  coding   • Data  entry   • Prepare  visual   • Organize  tasks   acquisition   • Set  up  internal   • Write  content   content   • Content  needs  list   hosting   • Navigation   • Create  metadata   • Write  content   • Competitive   analysis       New  Site  Map   Home About Ministry Profile Contact Info Caleb Project Jobs Giving Donor Relations Project List Donate Services Speakers Perspectives Course Find-A-Site Children’s Speakers E-Library Discussions Involvement Perspectives Course Locations Registration Coordinator Application Host a Class Contact Us Course Impact Cultural Research Expeditions People Group Advocacy Europe Training
  • 4. HeatherMerrill.com   heather@heathermerrill.com     Internships Give Pray Store Adult Education Research & Field Training Unreached Peoples Resources Kids Around the World Mobilization & Conference Tools News Catalyst Magazine Press Releases Archives Happenings Questions Just for You (Audience self identifying nav in an area box) Church Leaders Kids Young Adults Sunday School Teachers Small Group Leaders Site Map & Info