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From Ideas to Implementation


Susan Mernit, Michele McLellan & Lisa
Williams
KCIC Boot Camp, October 2011
You got the funding—now what?
Making it happen

  What this session will cover:

  •  Defining your community
  •  Defining your team
  •  Managing the project
  •  Setting goals for success
  •  Product requirements & product development
  •  Setting milestones & keeping a schedule
  •  Reaching out to community
  •  Measuring your work via metrics—and learning from the data


Remember: Ask questions—and share what YOU know!
First, define your audience

1.  Decide who your audience is for the project.
     • What is their reading level?
     • Are they on a computer or a mobile platform?
     • What languages do they speak?
     • How often will they visit?
     • What will they DO on your site?

2. Create a brief or persona board about your audience—and
   refer to it, share it with the team, board, etc.


Validate your ideas by working as a team—and asking
community members for their ideas & input right up front
Now, define your team
Basic questions:

•  What are the roles we need to make this happen?
•  What are the skills we need?
•  Who is the project lead?
•  Whom do we have?
•  Whom do we need to hire?
•  What are the roles and responsibilities?

Harder questions:

•  What skills are we lacking? How do we get them?
•  Do we know what we don’t know?
•  How will doing this project change our other workflow?
Kicking off the project

Know before you start:

•  Who is the lead?
•  Does every person have a defined role—and know what it is?
•  What are the project management tools you are using?
  (Google docs, Basecamp, Open Atrium…)
•  How will the team know what to work on—and in what order?
•  How are people accountable for results?
•  What kind of communication do you want—and how often?


 Plan twice, cut once—but don’t have analysis paralysis
If you can’t measure it,
    you haven’t thought it through

Setting metrics for success is the best focusing exercise you can
do—and the best way to set expectations.

Things you can measure:

•  Impact: Number of users, change in real world, engaged
partners
•  Engagement: Unique visitors, time spent on site, comments
posted,
  number of partners & posters
•  Web impact: Page views, unique visitors, downloads
•  Real world impact: What changed?
Product requirements & product
development
     • What you want the product to do?
          • for partners
          • for the audience
     •  Be able to state requirements
     •  Get assurances TECH parts will work together
     •  Be involved with the planning
     •  Do rapid paper prototyping user testing
     •  Tweak the wireframes & designs
     •  Make sure YOU can explain it--accurately


Would you let someone else manage your whole budget?
No? Then why hand over your web/mobile project?
Process, Milestones & Schedules

Suggestions for keeping things on track:

•  Post plans, schedules, and task lists where team can access
them
•  Weekly team meetings
•  Monthly status update with foundation
•  Open-door transparency policy with documents within team
•  Empower project manager role
•  Flag YELLOW for issues; RED for delays—before they
happen

Use clear, external plans and goals to keep everyone
focused.
Reach out to the community!




Oakland Local case study: Local site launched with 29 partners—42 by
    end of year
How did we make that happen?
1.  Conducted non-profit audit—Oakbase.com
2.  Identified key partners
3.  Met for discussions, input
4.  Adjusted Oakland Local idea based on partner input
5.  Defined partner role & recruited core partner group for launch
Measure your work; learn from the data

                  The best friends you can have:

                  •  Google analytics
                  •  Facebook insite
                  •  Google search
                  •  Twitter search

                  Check stats daily, weekly, monthly

                  •  Compile & discuss
                  •  Use to fine tune, refine approach,
                    focus
Resources

Further reading:

Getting Things Done: The Art of
Stress-Free Productivity by
David Allen

The One-Page Project
Manager: Communicate and
Manage Any Project With a
Single Sheet of Paper by Clark
A. Campbell

The Definitive Guide to Project
Management: The fast track to
getting the job done on time
and on budget (2nd Edition) by
Sebastian Nokes
Questions & Discussion


 What’s the biggest risk?

 What do you know you don’t know?
Susan Mernit
      Susan   Mernit, susanmernit.com
      Oakland Local, oaklandlocal.com
       mernit@gmail.com
       Twitter: susanmernit


     Questions welcomed! Passionate about
     community engagement and the future of news.

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Kcic boot camp oct 2011 idea to implementation 2011

  • 1. From Ideas to Implementation Susan Mernit, Michele McLellan & Lisa Williams KCIC Boot Camp, October 2011
  • 2. You got the funding—now what?
  • 3. Making it happen What this session will cover: •  Defining your community •  Defining your team •  Managing the project •  Setting goals for success •  Product requirements & product development •  Setting milestones & keeping a schedule •  Reaching out to community •  Measuring your work via metrics—and learning from the data Remember: Ask questions—and share what YOU know!
  • 4. First, define your audience 1.  Decide who your audience is for the project. • What is their reading level? • Are they on a computer or a mobile platform? • What languages do they speak? • How often will they visit? • What will they DO on your site? 2. Create a brief or persona board about your audience—and refer to it, share it with the team, board, etc. Validate your ideas by working as a team—and asking community members for their ideas & input right up front
  • 5. Now, define your team Basic questions: •  What are the roles we need to make this happen? •  What are the skills we need? •  Who is the project lead? •  Whom do we have? •  Whom do we need to hire? •  What are the roles and responsibilities? Harder questions: •  What skills are we lacking? How do we get them? •  Do we know what we don’t know? •  How will doing this project change our other workflow?
  • 6. Kicking off the project Know before you start: •  Who is the lead? •  Does every person have a defined role—and know what it is? •  What are the project management tools you are using? (Google docs, Basecamp, Open Atrium…) •  How will the team know what to work on—and in what order? •  How are people accountable for results? •  What kind of communication do you want—and how often? Plan twice, cut once—but don’t have analysis paralysis
  • 7. If you can’t measure it, you haven’t thought it through Setting metrics for success is the best focusing exercise you can do—and the best way to set expectations. Things you can measure: •  Impact: Number of users, change in real world, engaged partners •  Engagement: Unique visitors, time spent on site, comments posted, number of partners & posters •  Web impact: Page views, unique visitors, downloads •  Real world impact: What changed?
  • 8. Product requirements & product development • What you want the product to do? • for partners • for the audience •  Be able to state requirements •  Get assurances TECH parts will work together •  Be involved with the planning •  Do rapid paper prototyping user testing •  Tweak the wireframes & designs •  Make sure YOU can explain it--accurately Would you let someone else manage your whole budget? No? Then why hand over your web/mobile project?
  • 9. Process, Milestones & Schedules Suggestions for keeping things on track: •  Post plans, schedules, and task lists where team can access them •  Weekly team meetings •  Monthly status update with foundation •  Open-door transparency policy with documents within team •  Empower project manager role •  Flag YELLOW for issues; RED for delays—before they happen Use clear, external plans and goals to keep everyone focused.
  • 10. Reach out to the community! Oakland Local case study: Local site launched with 29 partners—42 by end of year How did we make that happen? 1.  Conducted non-profit audit—Oakbase.com 2.  Identified key partners 3.  Met for discussions, input 4.  Adjusted Oakland Local idea based on partner input 5.  Defined partner role & recruited core partner group for launch
  • 11. Measure your work; learn from the data The best friends you can have: •  Google analytics •  Facebook insite •  Google search •  Twitter search Check stats daily, weekly, monthly •  Compile & discuss •  Use to fine tune, refine approach, focus
  • 12. Resources Further reading: Getting Things Done: The Art of Stress-Free Productivity by David Allen The One-Page Project Manager: Communicate and Manage Any Project With a Single Sheet of Paper by Clark A. Campbell The Definitive Guide to Project Management: The fast track to getting the job done on time and on budget (2nd Edition) by Sebastian Nokes
  • 13. Questions & Discussion What’s the biggest risk? What do you know you don’t know?
  • 14. Susan Mernit  Susan Mernit, susanmernit.com  Oakland Local, oaklandlocal.com   mernit@gmail.com   Twitter: susanmernit Questions welcomed! Passionate about community engagement and the future of news.