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PROJECT
MANAGEMENT
Simon Collison

Business of Web Design Online Conference
17th August 2010



http://www.slideshare.net/collylogic/presentations
Everybody does it differently.
This is my way.
Choosing projects
•   Instinct and warning signs
•   Timescales and phases
•   Budgets
•   Payment structures
•   Analysing anomalies
•   Third parties
•   Willingness to take bold steps
•   Flexibility
•   Personalities and experience
Contracts and
finances
•   Issuing contracts
•   Payment staging
•   Insurance
•   Variation notices
•   Adjusting budgets
Client documents
•   The original RFP, project sheet or brief
•   Sitemaps, wireframes, mind maps
•   Spreadsheets and flowcharts
•   Pre-prepared content
•   Brand guidelines
•   Images, downloads and other assets
Specification document
Timescales and
deadlines
•   Dictating the schedule
•   Adding contingency
•   Ability to move milestones
•   Resources across all projects
Meetings and
communication
•   In person
•   Set-up meetings and workshops
•   Skype and telephone
•   Email
•   Basecamp and other apps
http://basecamphq.com/
http://erskinelabs.com/post/project-management-is-easy/
http://erskinelabs.com/post/project-management-is-easy/
http://erskinelabs.com/post/project-management-is-easy/
Goal-directed
design
•   Immovable constants
•   Project backbone
•   Engaging with the client
Collaboration
•   The creative team
•   The creative team & the client
•   The creative team, the client & the audience
Audience
•   Accountability
•   User cases
•   Audience grouping
•   Audience hierarchies
•   Tools and techniques
Me

                            Experience
Interaction



                                     Others


       Environment    Instruction
Control   Understanding   Outcome
http://www.logovisual.com
Features versus
Requirements
Methodology
•   Waterfall
•   Agile
•   Sprint
•   Freestylin’
Waterfall

Research, process, build,
test, launch, pub.
Agile

Research, process, build,
test, launch, pub. Learn,
repeat, relaunch, pub. Learn,
repeat, relaunch...
Sprint

Pub, build, test, launch, pub.
Nervous breakdown.
Roadmap
Content
•   Content audit
•   Content strategy
•   Client guidance
•   Rules and suggestions
Web writing is...

Good writing adapted to the limits of the web as a
medium and the needs of users.
Reflected and Projected Light
Reading on paper, we see light reflected off paper

Computers do not reflect light, they project it.

Thus light is shooting into our eyes, rather than gently reflecting.

As a result, we are not reading in the way we learned...

... we get tired faster.
Other limits...
People read about 25% slower on screen.

Attention span. It is said that users have time to read at most 28% of the
words during an average visit; 20% ismore likely.

Scanning. Higher-literacy users are much more likely to scan text on
websites than read it in detail.

Findability. Numerous alternative sources of information
User needs...

Trust in the the website and information source.

Brevity and swift delivery of information

Retrieval of key facts and information very quickly.

Understanding the context of the page and website.

Looking for calls to action or next steps.

Email, print or respond to information immediately.
How a visitor decides...

1. Scan the headlines to see what the content is about.

2. Look at the pictures to see what the content is about.

3. If the pictures are compelling, read the captions.

4. If the headlines, pictures, and captions are compelling, read the rest
   of the copy—if they have time.
Trust and credibility...
Domain name, branding and design.

Links - verification through inbound and outbound links.

Sources - evidence of findings.

Volume - the more you write...

Voice - what are you writing about, and who is it for?

Duration - match length to intended audience and subject.

Credits - about the author and their experience.
Voice...
Your character and nuances of you personality show up in...

• the words you choose
• the grammatical choices you make
• the phrasing you choose

Ensure your style matches your subject matter. The best writers manage
to express their voice or personality across whatever writing style they
engage in.
Techniques...
Relevance, Titles and Headings

Blurbs

Pull quotes

Icons, drop-caps and images

Descriptions

Linkage and Sources

Lists

Summarise
Body copy...


•   Does the copy get to the point quickly?
•   Is the copy shy about the subject?
•   Is it easy to respond to?
•   Does the copy overcome every objection to replying, leaving the reader with no
     choice but to act?
•   Does the copy use simple words?
•   Does the copy use active language (does it address the site visitor as ‘you’)?
•   Is the copy broken down into simple sections and bullet points?
True?

•   Website content is internally rather than publicly focused?

•   Much of it is copy/pasted from paper and press releases?

•   Too many buzzwords, too much jargon and multi-syllable phrasing?

•   Too little exploitation of the publishing tools available?

•   Not enough organisational pride in publishing the website?

•   No shared voice, tone or approach?

•   Not enough proofreading or drafting?
Cause Related
                          Globalisation
Marketing
                          Green electricity
CFCs
(chlorofluorocarbons
                          Human Rights
                          Impact areas
                                                  BITC, CR, CSR, 8000,
)
Child Labour
                          Marketplace             NGO, SRI, SORI, EHS,
                          Millennium
Clean Development
Mechanism
                          Development Goals       EMAS, DJSI, APPG,
Climate Change
                          NGO
                          Not-for-profit
                                                  AA1000 etc
CO2 (Carbon
                          Off-Set Agreement
Dioxide)
                          Philanthropy
Community
Corporate
                          Recycle                 Triple bottom line
                          Renewable Energy
Citizenship
                          Reputation              Venture Philanthropy
Corporate
Governance
                          Assurance
                          Responsible business
                                                  Global compact
Corporate
Responsibility (CR)
                          Shareholder             Equator principles
                          Influence
Corporate
Responsibility Index
                          Social Accountability   Etc...
                          8000 (SA8000)
Corporate Social
                          Social Audit
Responsibility
                          Social capital
Digital Divide (digital
                          Social Enterprise
inclusion)
                          Social Exclusion
Diversity
                          Social Firm
Dow Jones
                          Social Inclusion
Sustainability Indices
                          Social Investment
(DJSI)
The Business Action on
Economic Renewal Leadership
Team guides Business in the
Community's work on regeneration
and economic renewal.
What should boards do to ensure companies
behave responsibly, and why? Both corporate
responsibility and corporate governance have
climbed the corporate agenda in recent years. But
there has been little consideration of how these two
areas interrelate or about the specific board
contribution to corporate responsibility. Both
the Combined Code on Corporate Governance
and the new Company Law Reform Bill give
directors duties related to corporate
responsibility. This report outlines the challenge
boards face in fulfilling them, and the actions they
can take in order to do so.
Narrative
•   A single design direction
•   In tandem with Basecamp
•   Signals not noise
•   Demonstrating a clear direction
•   Dedicated staging area
Creativity
•   Fast, confident design and build sessions
•   Organic collaborative process
•   Scrapbooking, moodboards and other tools
•   Physical project space
Conventions
•   Quality control
•   Team conventions
•   Benefits of convention
•   A reusable package
A base layer of rules and conventions that
act as starting points for HTML, CSS,
JavaScript and CMS for all projects.
•   Basic HTML files & naming conventions

•   PHP for basic templates prior to CMS integration.

•   CSS: Stylesheets, IE-specific, reset, scratch files etc.

•   JavaScript: jQuery, onload triggers, transparency support

•   Other Assets such as folders for images, Flash etc.
A bumper compendium of cascading CSS
files, naming conventions, modules,
plugins and scripts that ensure any
project will stay on convention, and be
simple for anyone to step into and work
with at any time.
• Allows better collaboration within the team; the designer can jump
  into the developer’s code and vice-versa.

• Anyone who hasn’t even worked on a certain project can jump in
  and quickly solve problems because everything is on convention.

• Keeps output fresh and ensures use of best practices.

• Establishes a thoroughly connected layer of base files allowing for
  swift CSS and JavaScript implementation and other assets.

• Makes life easier for developers and designers... and anyone really

• Helps maintain quality control
•   Naming conventions   •   Reset browser defaults

•   HTML & XHTML         •   CSS Frameworks

•   HTML5 ?              •   Scratch files

•   JavaScript           •   Mobile & Handheld

•   jQuery & Libraries   •   Print stylesheets

•   PHP                  •   PNG support

•   Templating           •   Flash and SWF

•   Wireframing          •   Image folders

•   IE6, IE7 & IE8       •   Content Management
Communicating
your design
•   Sketching
•   Prototyping
•   Designing in the browser
•   Explanations and context
Feedback
•   The working prototype
•   Soft-launch
•   Gauging user feedback
•   Private testing
•   Iterating the prototype
Sign-off
•   Establishing sign-off points
•   Personal discussion
•   Tools and apps
•   Training and documentation
•   Testing
http://getsignoff.com/
Launch
•   Preparing all parties
•   Checklists and procedures
•   Something isn’t right
•   When to delay
•   Your commitments
Post-launch
•   Bug fixing, feature requests and support
•   Evaluation
•   Documentation and promotion
•   Subsequent phases
•   Costed phases, quick features, retainers
•   Keeping the relationship sweet
Thanks
Simon Collison

http://colly.com
@simoncollison

http://slideshare.net/collylogic

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Project management

  • 1. PROJECT MANAGEMENT Simon Collison Business of Web Design Online Conference 17th August 2010 http://www.slideshare.net/collylogic/presentations
  • 2. Everybody does it differently. This is my way.
  • 4. Instinct and warning signs • Timescales and phases • Budgets • Payment structures • Analysing anomalies • Third parties • Willingness to take bold steps • Flexibility • Personalities and experience
  • 6. Issuing contracts • Payment staging • Insurance • Variation notices • Adjusting budgets
  • 8.
  • 9. The original RFP, project sheet or brief • Sitemaps, wireframes, mind maps • Spreadsheets and flowcharts • Pre-prepared content • Brand guidelines • Images, downloads and other assets
  • 12. Dictating the schedule • Adding contingency • Ability to move milestones • Resources across all projects
  • 14. In person • Set-up meetings and workshops • Skype and telephone • Email • Basecamp and other apps
  • 20. Immovable constants • Project backbone • Engaging with the client
  • 22. The creative team • The creative team & the client • The creative team, the client & the audience
  • 24. Accountability • User cases • Audience grouping • Audience hierarchies • Tools and techniques
  • 25. Me Experience Interaction Others Environment Instruction
  • 26. Control Understanding Outcome
  • 27.
  • 29.
  • 30.
  • 31.
  • 34. Waterfall • Agile • Sprint • Freestylin’
  • 36. Agile Research, process, build, test, launch, pub. Learn, repeat, relaunch, pub. Learn, repeat, relaunch...
  • 37. Sprint Pub, build, test, launch, pub. Nervous breakdown.
  • 40. Content audit • Content strategy • Client guidance • Rules and suggestions
  • 41. Web writing is... Good writing adapted to the limits of the web as a medium and the needs of users.
  • 42. Reflected and Projected Light Reading on paper, we see light reflected off paper Computers do not reflect light, they project it. Thus light is shooting into our eyes, rather than gently reflecting. As a result, we are not reading in the way we learned... ... we get tired faster.
  • 43. Other limits... People read about 25% slower on screen. Attention span. It is said that users have time to read at most 28% of the words during an average visit; 20% ismore likely. Scanning. Higher-literacy users are much more likely to scan text on websites than read it in detail. Findability. Numerous alternative sources of information
  • 44. User needs... Trust in the the website and information source. Brevity and swift delivery of information Retrieval of key facts and information very quickly. Understanding the context of the page and website. Looking for calls to action or next steps. Email, print or respond to information immediately.
  • 45. How a visitor decides... 1. Scan the headlines to see what the content is about. 2. Look at the pictures to see what the content is about. 3. If the pictures are compelling, read the captions. 4. If the headlines, pictures, and captions are compelling, read the rest of the copy—if they have time.
  • 46. Trust and credibility... Domain name, branding and design. Links - verification through inbound and outbound links. Sources - evidence of findings. Volume - the more you write... Voice - what are you writing about, and who is it for? Duration - match length to intended audience and subject. Credits - about the author and their experience.
  • 47. Voice... Your character and nuances of you personality show up in... • the words you choose • the grammatical choices you make • the phrasing you choose Ensure your style matches your subject matter. The best writers manage to express their voice or personality across whatever writing style they engage in.
  • 48. Techniques... Relevance, Titles and Headings Blurbs Pull quotes Icons, drop-caps and images Descriptions Linkage and Sources Lists Summarise
  • 49. Body copy... • Does the copy get to the point quickly? • Is the copy shy about the subject? • Is it easy to respond to? • Does the copy overcome every objection to replying, leaving the reader with no choice but to act? • Does the copy use simple words? • Does the copy use active language (does it address the site visitor as ‘you’)? • Is the copy broken down into simple sections and bullet points?
  • 50. True? • Website content is internally rather than publicly focused? • Much of it is copy/pasted from paper and press releases? • Too many buzzwords, too much jargon and multi-syllable phrasing? • Too little exploitation of the publishing tools available? • Not enough organisational pride in publishing the website? • No shared voice, tone or approach? • Not enough proofreading or drafting?
  • 51. Cause Related Globalisation Marketing Green electricity CFCs (chlorofluorocarbons Human Rights Impact areas BITC, CR, CSR, 8000, ) Child Labour Marketplace NGO, SRI, SORI, EHS, Millennium Clean Development Mechanism Development Goals EMAS, DJSI, APPG, Climate Change NGO Not-for-profit AA1000 etc CO2 (Carbon Off-Set Agreement Dioxide) Philanthropy Community Corporate Recycle Triple bottom line Renewable Energy Citizenship Reputation Venture Philanthropy Corporate Governance Assurance Responsible business Global compact Corporate Responsibility (CR) Shareholder Equator principles Influence Corporate Responsibility Index Social Accountability Etc... 8000 (SA8000) Corporate Social Social Audit Responsibility Social capital Digital Divide (digital Social Enterprise inclusion) Social Exclusion Diversity Social Firm Dow Jones Social Inclusion Sustainability Indices Social Investment (DJSI)
  • 52. The Business Action on Economic Renewal Leadership Team guides Business in the Community's work on regeneration and economic renewal.
  • 53. What should boards do to ensure companies behave responsibly, and why? Both corporate responsibility and corporate governance have climbed the corporate agenda in recent years. But there has been little consideration of how these two areas interrelate or about the specific board contribution to corporate responsibility. Both the Combined Code on Corporate Governance and the new Company Law Reform Bill give directors duties related to corporate responsibility. This report outlines the challenge boards face in fulfilling them, and the actions they can take in order to do so.
  • 55. A single design direction • In tandem with Basecamp • Signals not noise • Demonstrating a clear direction • Dedicated staging area
  • 56.
  • 58. Fast, confident design and build sessions • Organic collaborative process • Scrapbooking, moodboards and other tools • Physical project space
  • 59.
  • 61. Quality control • Team conventions • Benefits of convention • A reusable package
  • 62. A base layer of rules and conventions that act as starting points for HTML, CSS, JavaScript and CMS for all projects.
  • 63. Basic HTML files & naming conventions • PHP for basic templates prior to CMS integration. • CSS: Stylesheets, IE-specific, reset, scratch files etc. • JavaScript: jQuery, onload triggers, transparency support • Other Assets such as folders for images, Flash etc.
  • 64. A bumper compendium of cascading CSS files, naming conventions, modules, plugins and scripts that ensure any project will stay on convention, and be simple for anyone to step into and work with at any time.
  • 65. • Allows better collaboration within the team; the designer can jump into the developer’s code and vice-versa. • Anyone who hasn’t even worked on a certain project can jump in and quickly solve problems because everything is on convention. • Keeps output fresh and ensures use of best practices. • Establishes a thoroughly connected layer of base files allowing for swift CSS and JavaScript implementation and other assets. • Makes life easier for developers and designers... and anyone really • Helps maintain quality control
  • 66.
  • 67. Naming conventions • Reset browser defaults • HTML & XHTML • CSS Frameworks • HTML5 ? • Scratch files • JavaScript • Mobile & Handheld • jQuery & Libraries • Print stylesheets • PHP • PNG support • Templating • Flash and SWF • Wireframing • Image folders • IE6, IE7 & IE8 • Content Management
  • 69. Sketching • Prototyping • Designing in the browser • Explanations and context
  • 70.
  • 71.
  • 72.
  • 73.
  • 74.
  • 75.
  • 76.
  • 77.
  • 78.
  • 80. The working prototype • Soft-launch • Gauging user feedback • Private testing • Iterating the prototype
  • 81.
  • 83. Establishing sign-off points • Personal discussion • Tools and apps • Training and documentation • Testing
  • 86. Preparing all parties • Checklists and procedures • Something isn’t right • When to delay • Your commitments
  • 88. Bug fixing, feature requests and support • Evaluation • Documentation and promotion • Subsequent phases • Costed phases, quick features, retainers • Keeping the relationship sweet