Chapter 1
Site Definition and Planning
Researching the marketing and publishing environment, assessing the competition and planning the web site design processāall these activities are essential if you are to give your web site project the greatest chance of success, at the least cost to you and your organisation.
Planning
Whether the aim is to develop a new web site or improve an existing service, it is increasingly clear that many sites do not always meet their targets. These targets may be revenue based or they may be more abstract, seeking to present the organisation as effectively and efficiently as possible to its audience.
The publicly available Web is developing at breathtaking speed. A recent report from Cyveillance (http://www.cyveillance.com) estimated that 7,000,000 new pages are added to the Web each day. The current total size of the public Web is over two billion documents. No matter what the content, purpose or location of your site, at some level you are competing with much of this information for the attention of your existing or anticipated audience. Developing an effective service to achieve your objectives requires a strategy; and an effective strategy requires a plan.
There are four basic stages through which the planner has to move to create an effective project plan:
- Awareness
- Familiarity
- Understanding
- Readiness.
āResearch till you drop. When setting up a web site or e-business do as much research as you can to find out who is offering similar services on-line (and off-line). Use search engines, company lists, newsgroups and word of mouth to get as much information on your competitors as you possibly can. And donāt just limit your research to European companiesāEVERYONE is a competitor on-line. Most importantly donāt stop researching once your e-company/dotcom is off the ground. Carry on researching and refining.ā
Gillian Roach Editor, Internet Works magazine
Awareness
Although your site may be designed by other staff, or by an outside contractor, it is essential that you, as the site manager, understand the broad principles of site design so that the correct decisions can be made at the outset. Many of the readers of this book are not designers but managers, who will be hiring in the designers or managing the web team. Just understanding the jargon and the basic principles of web design can go a long way towards preventing misunderstandings by the designers about your requirements.
Familiarity
There are as many methods for designing web sites as there are designers, but use of a simple methodology, and available tools, can avoid confusion and a lack of clarity in the design, purpose and presentation of the site. A relentless pursuit of the cutting edge of design and development can mean that nobody is actually comfortable with the tools being used, and everybody is learning new possibilities all the time. At one level that can generate a highly creative environment and a stimulating atmosphere, but on the other hand there does need to be some stability if the web site is expected to perform reliably on a day-to-day basis.
Understanding
If you understand your requirements you will be better placed to communicate, monitor and implement them. Conversely, if you have only a limited grasp of the medium, how it will affect your organisation and how you intend to use it, then it will be difficultāeven impossibleāto communicate your needs clearly and accurately to the design and development team.
Building a Subject Information Gateway Team
āSubject information gateways are increasingly becoming a popular and an effective way to assemble and repackage information and make it accessible from one single point of entry. The gateway will indeed be a useful starting point to search the web both for novice and experienced users. The success of the gateway is highly dependent on the relevance of the content, and this is determined well before the gateway is built. One of the best ways to ensure the success of a gateway is to have an interdisciplinary web development team. The team should obviously include technical staff and subject experts who will act as content editors and providers. It should also consist of beneficiaries of the web resource itself, who may not necessarily be professionals but ordinary people.
Carrying out an information-needs assessment before building the gateway, during the building of the resource and after the gateway has been launched will ensure that it continues to be an effective information service. It might even be advisable to carry out on-line focus studies with the target audience.ā
Mike Chivhanga
Web Development Consultant,
Internet Studies Research Group,
City University
Readiness
Like many processes, the design of a web site can be broken down into simple steps, and each step can then be further broken down in to tasks and actions. This book is based on the principle that most large projects can be reduced to ābite-sized chunksā, thus reducing the fear factor and avoiding the sense of being overwhelmed by the gargantuan nature of the task ahead. Creating an action plan, setting achievable targets within sensible deadlines, and distributing responsibility appropriately, will ensure that the project moves forwards as smoothly as possible.
The Five-Step Doodle
Itās not strikingly original, but itās true nonetheless, to say that the best planning tools a web site manager has are a simple piece of paper and a pencil. The ability to sketch out a site structure, to visualise the relationship between different areas of content, to demonstrate information flow and to create understandable page layoutsāall these require an initial doodle.
The doodle is vastly underrated as a professional tool, but one common design factor links every great web siteāthey probably all started as a bit of a doodle.
Sit down with a piece of paper, and create a few short lists:
- Identify outcomes
- Picture the potential areas of content
- Imagine the information a visitor to the web site might want or expect
- List the departments in your organisation that might want to be represented on your web site
- Identify the key elements on your competitorsā web sites.
Outcomes
There are many potential site outcomes, but essentially they are divided between internal and external results. Internal outcomes might include satisfying your organisationās core mission, justifying a departmental budget or staffing level, or reducing costs in delivery of information and services. External outcomes might include providing new outlets for your products, information or services through customer acquisition and increased sales value, or raising awareness of your organisation in the wider marketing environment.
Content
The range of content expected and available from your web site is assessed more closely in Chapter 2, but it includes corporate and service information as well as customer support.
Visitor Expectations
If your site is supporting an existing service you will have a reasonably clear idea of what your users expect from you, and thereforeāin theory at leastāwhat they expect from your web site.
āKeep putting yourself in the userās position. They have no idea about what is in your site or how to get there. Give them some pointers. Think very hard about why people would want to come to your site and what they would like to get out of it.ā
Liz Citron MD, Arehaus
Departmental Expectations
Overlook internal expectations at your perilāthe needs of your organisation cannot always be described in terms of customer service. Other agendas, hidden or explicit, are an unavoidable part of an institutional web site. It may simply be a matter of reflecting internal structure and relationships, but making this compatible with an outward-looking site is no trivial matter.
Competitor Elements
Your web site may have a clear mission, relevant and sufficient content, be focused on customer service and reflect internal organisational needs, but there is one more element to considerāthe competition. The transparent nature of the Web provides you with the opportunity to monitor those sites that are competing for your visitorsā attention. Identify elements that enhance these sites, and consider developing alternatives for your own site. This does not mean simply copying, but it does mean ensuring that you do not lose competitive advantage due to simple ignorance of the competitive environment. Even unique sites have to compete for usersā time and attention.
Each of these steps may result in a short list of one or two items, or a much more extensive one. When youāve finished, stop and look at these five lists. Do they match each other? Probably not. It is very unlikely that what you (the company) have to say is the same as what they (the audience) want to see. The Web is a publishing and communication medium, and as such it needs to be focused on the audience. This will be a recurring theme throughout this book, but it is surprising how often this is overlooked, particularly in information-based sites.
Of course, it is not compulsory for your doodle to actually be a doodleāit could just as usefully be the outcome of a series of lengthy committee meetings, or the product of a consultancy project. You might need to use the full range of research tools, including focus groups, customer interviews and desk research. The important result is the comparison and reconciliation between producer and audience expectations in such a way that you achieve your intended aims.
Research
As with any strategic development, you should conduct some basic market research prior to the site development. This will help keep your planning process focused on the customer and demonstrate that you are aware of the wider environment in which your site exists. There are many research tools and services on the Web ...