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
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4. HeatherMerrill.com
heather@heathermerrill.com
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