Version 5

     

    Our Objective: Your Success

     

    We want to help you be have a smooth launch, communicate clearly to your users, and meet your goals. We know there's a lot to do during a big launch, so we've created some tools to help in a production plan.

     

    The production workflow may change depending on the scope size or the effort required — launching a new company initiative is a smaller production effort than launching a new intranet. Depending on the project production, may include things like defining the criteria for success, researching subject matter, copywriting, visual design, or development.

     

     

     

    Understanding the Tools: Purpose

     

    If you've found your way here, chances are you have a decent size project on your hands (if not, it's okay we won't tell anyone). These tools are meant to help flesh out some of the finer details, so they are very specific. In this way, we are creating clarity for the project team as a whole.

     

     

    EACH OF THESE TOOLS HAS A PURPOSE:

     

    • Theming Tool Worksheet — Introductions, basic design concepts, global branding and/or style guide requirements.
      • Outcome: Basic theme is created

     

    • Custom Theme Worksheet — For hosted or on-prem environments: Identify other branding requirements beyond the basics available through the Theming Tool. Communicate customization goals to ensure a solid solution design and more accurately predict time for completion.
      • Outcome: Custom Theme is developed. (Can be used as an aid in scoping an engagement as well.)

     

    • Place Image / Banner Libraries — Identify and create a visual brand experience for Places in your community.
      • Outcome: Visual style for key Places. May include Photoshop templates for Places created at a later date.

     

    • Content Design Worksheet — Provide the foundation for building a successful user experience focused on strategic objectives and communications rather than visual style. Allows for stake-holders and subject matter experts to communicate draft source material, including copy, links, and any related assets to be used in the final page layout and design.
      • Outcome: New landing page created. May include re-usable HTML resources and/or Photoshop templates.

     

     

     

    Using the Tools: Workflows

     

    Each project is unique, the first step in using these tools is to identify which tasks are relevant to your needs. For instance, launching a new company objective in an existing community may only require the Content Design Worksheet, while launching an entirely new community may utilize all the tools.

     

    Milestones are indicated with a , significant requirements changes such as new requirements, major copy changes, or a change in design direction may impact project timeline.

     

    EACH OF THESE TOOLS HAS A WORKFLOW:

     

    (Timeline: Kick-off)

     

      1. Create a copy of the worksheet. Role: Project Manager
      2. Fill out “Answers” column. Role: Strategy and Business Consultant to provide initial draft
      3. Hand-off, communicate when ready for theme design. Role: Customer
      4. Theme options designed and configured. Role: UI
      5. Review and provide feedback. Role: Customer
      6. Make adjustments based on feedback. Role: UI
      7. (Iterate design/feedback as needed)
      8. Communicate when theme is finalized. Role: Customer

     

     

    (Timeline: After basic theme created)

     

      1. Create a copy of the worksheet. Role: Project Manager or UI
      2. Identify customizations required, add a new row for each customization goal. Role: UI and Customer
      3. Communicate when requirements have been identified. Role: Customer
      4. Begin Custom Theme development. Role: UI
      5. Deploy and apply Custom Theme for validation and testing. Role: UI
      6. Review customizations and provide feedback. Role: Customer
      7. (Iterate development/deploy/review as needed.)
      8. Communicate when Custom Theme is finalized and ready for launch. Role: Customer

     

     

    (Timeline: After Space structure defined)

     

      1. Create a copy the worksheet. Role: Project Manager
      2. Identify any key Places to be targeted for visual design. Role: Customer or Business Consultant
      3. Communicate design guidance and source materials to be used in design, if any. Role: Customer
      4. Submit designs for review. Role: UI
      5. Review and provide feedback. Role: Customer
      6. Make adjustments based on feedback. Role: UI
      7. (Iterate design/feedback as needed)
      8. Communicate when designs are approved. Role: Customer
      9. Configure Place Images/Banners. Role: Customer or Business Consultant

     

     

    (Timeline: After Place strategy is defined)

     

      1. Find the worksheet that matches the use case identified for this landing page. Role: Project Manager
      2. Create a copy the worksheet. Role: Project Manager
      3. Fill out “Answers” column. Role: Strategy or Business Consultant provide initial draft
      4. Submit designs for review. Role: UI
      5. Review and provide feedback on mock-ups. Role: Customer
      6. Make adjustments to mock-ups based on feedback. Role: UI
      7. (Iterate design/feedback as needed)
      8. Communicate when mock-ups are approved. Role: Customer
      9. Develop, test, and configure HTML code and widgets. Role: UI
      10. Review and provide feedback on code provided. Role: Customer
      11. Make adjustments to code if needed. Role: UI
      12. Communicate when code is approved. Role: Customer
      13. Hand-off documentation or templates used to create landing page. Role: UI