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Web Site Strategy  and Planning

Web Site Strategy and Planning

with Jen Kramer

 


In Web Site Strategy and Planning, Jen Kramer shows that there’s more to building a web site than just implementation. She describes how to create a plan that will ensure the end product meets the client’s needs and is as efficient and scalable as possible. Jen explains how to identify the right technology for the design, whether it is CMS-driven or static, and how to organize content and graphics. She shows how to create a project proposal that includes pricing and milestones that demonstrate to the client that work is being done. She also discusses how to measure the success of the design through analytics and user feedback.
Topics include:
  • Mapping out a business strategy
  • Determining the right technology
  • Using static HTML versus CMS in the design
  • Choosing the right CMS
  • Selecting the right team, including designers and SEO consultants
  • Measuring the success of the design

show more

author
Jen Kramer
subject
Web, Content Strategy, Web Design
level
Intermediate
duration
1h 37m
released
Feb 02, 2010

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Introduction
Welcome
00:00(Music playing)
00:03Hi! I am Jen Kramer and welcome to CMS Website Strategy and Planning.
00:08In this course, we will study the difference between Business Strategy, Website
00:12Strategy and User Strategy and how they support each other.
00:17We will consider your target audience for the website and analyze how different
00:21personas can influence the design outcome of a website.
00:24Then we will learn the key questions to ask when identifying a client's wants and needs.
00:30Planning the client's website with long-term maintenance in mind is a key
00:34objective and we will talk about how to do that successfully.
00:37We will weigh the benefits and drawbacks of developing a static website versus
00:42using a content management system, and take a look at Web 2.0 functionality that
00:47facilitates two-way web communications by way of blogging, Facebook,
00:52Twitter and Photo Galleries.
00:55From there, we will piece together the site map that outlines the website content
00:59and provides the final blue- print for creating the design.
01:02The most successful websites I have seen are ones where the web designer understood
01:08the client's web strategy before they started to build the website.
01:12So let's get started with Website Strategy and Planning.
Collapse this transcript
1. Before We Talk About Colors, Let's Talk About Your Business
What is business strategy?
00:00We hear so much about Business Strategy.
00:03What does that mean?
00:04I just want to make some money and get rich quick.
00:06Isn't that my strategy?
00:09Much as we might all like to get rich quick, and as much as that might be part of
00:13our business, most businesses and organizations have a bit more to say about why
00:17they are in business.
00:18Business Strategy covers the mission of the organization, its vision, how it
00:23conducts business, its plan for the future, the markets in which it competes and
00:29the people it serves.
00:31Your client should be able to tell you their business strategy.
00:34If they don't have one, it's a good idea to have them think about that strategy
00:38a bit before starting to build a website.
00:40After all, the website doesn't drive the business strategy.
00:44The website is a piece of the puzzle of the implementation of the business strategy.
00:50You should ask your client some key questions about their business.
00:53What product or service are you selling?
00:55Who are your competitors?
00:58Who are your customers or clients?
01:00What is your competitive advantage in offering that product or service?
01:04Why are you better than your competitors?
01:07Where will your company be in five years?
01:09Does your company have a mission or vision statement, or do you have a
01:13statement of company values?
01:15How are you marketing your business?
01:17Notice not one of those questions had to do with the website or what shade of
01:21blue they'd like in the logo.
01:23These are all fundamental questions to understanding a business.
01:27If your client has unclear services or ill-defined products, no idea who their
01:32competitors are and if they're not sure who's going to buy this product, a
01:36website isn't really going to help them at all.
01:38In fact, they're just throwing away their money.
01:41You'll also want to get a good sense of who your client is.
01:45Sometimes this is the business owner or senior manager.
01:49Sometimes it's the head of the marketing department and other times, it may be a
01:53committee of people.
01:54Understand where the website fits into their job priorities.
01:58Its unlikely the client hired you to build this site if they have a full-time IT
02:03staff or webmaster working for them.
02:05If it is a business owner who's just launching a business, they may not have the
02:10time to update the site regularly.
02:12They budget for maintaining the site as well as how much they have to spend on
02:16the initial site redesign and you'll want to understand who specifically will
02:21maintain that site and what their technical skill set is.
02:25Understanding your client's business strategy will give you lots of insights
02:28into how a website should be constructed to market to potential customers and
02:33clients effectively.
02:34You'll better understand your client's strengths, which you can show in the best
02:38light while minimizing their weaknesses.
02:40You will start to think about good tools to include on the website that will be
02:45effectively used and will support that business strategy.
02:48You'll also get a sense of how much time is available to maintain a completed website.
02:53There is no sense in including technologies that require constant maintenance if
02:58they don't have time to keep them up-to-date.
Collapse this transcript
Interviewing the client
00:00(Music playing)
00:04Hansel: Thank you so very much for taking the time to meet with me.
00:07I just love my site, but it's just not doing it for me.
00:11It gets me all the usual FTD business, but I am so tired of canned
00:15flower arrangements.
00:16I mean, I am a pretty good designer.
00:19I want to let my inner artist out.
00:21Why can't I get more weddings, big corporate events, movie premieres
00:24and celebrity parties?
00:25Jen: I am sure I can help with that.
00:28Tell me about your business. What's happening now?
00:31What do you like and what do you want to change?
00:33Hansel: I am really busy at the major flower holidays, Valentine's Day, Mother's Day,
00:39June wedding season, less busy the other months.
00:42I need more work to fill out those in- betweens and I want more creative work and
00:47more design work and I'd like to feature our designers a little more.
00:52Jen: So, what would make the perfect design job for you and your designers?
00:56Hansel: You know, I would love a client with a real eye art for art.
00:59Money isn't the issue, but doing it right is absolutely everything for me.
01:04They should like their event to be classic and understated with just enough flowers.
01:09Maybe it's a lovely bride whose father will pay for anything for his little girl
01:13or maybe I can get a steady view of the local studio for their premieres or some
01:18corporate Christmas parties would be great.
01:20Jen: Sounds like a wide variety of work.
01:22Are there any jobs you wouldn't take?
01:24Hansel: Hmm. Good question!
01:27I don't think I'd be interested in doing flowers for an oil company party.
01:30Don't get me wrong, they pay well and there are lots of them here in
01:33Southern California,
01:34but I have real passion for the environment.
01:37I try and buy most of my flowers locally, so they don't have to be flown in.
01:40Over 80% of the flowers in my store were grown somewhere here in
01:44Southern California.
01:45It makes my flowers a little more expensive, but our carbon footprint is much
01:50smaller than most florists.
01:52Jen: Interesting! That environmental angle is a real differentiator.
01:56Let's take a peek at your current website.
01:59What does the site say about you?
02:00Hansel: Yeah, it says I can build a lot of standard bouquets for $20 to a $100.
02:05But that's not the market I want to be in.
02:06I really want to emphasize the custom arrangements that go with the season
02:10and our local growers.
02:12We dig that stuff in LA.
02:14Jen: Let's got back to your website.
02:16I am going to pull up the Events page.
02:18That's the one with the weddings, right? Hm.
02:21Looks like, we might have a little work to do here.
02:24Hansel: Yeah, the events page doesn't say much, does it?
02:27But I still really want people to call me.
02:29I feel like I sell my expertise so much better over the phone than on a website.
02:33I am a people person, you know?
02:35Jen: You know, I agree.
02:37I think that communicating that you really understand each client and that
02:41you want to help them personally to make their event absolutely perfect is important.
02:45Why don't you tell me about your other designers?
02:48Hansel: Well, there is my business partner Petal Jones.
02:51She's a flower symbolism expert.
02:53She knows exactly what kinds of flowers to pick to send subtle messages.
02:58Everyone knows that red roses mean love, but did you know that sunflowers
03:01stand for adoration.
03:03And then there is Raul Diaz, the go-to guy for the
03:05Quincea?era celebrations,
03:07you know, the coming-of-age party.
03:09They are really big out here in LA and he knows just how to make those girls and
03:13their families feel really special.
03:16Jen: That flower symbolism stuff is an interesting angle.
03:19Maybe we can play that up somewhere on the site.
03:21Do you have any big competitors out there right now?
03:24Hansel: Oh yeah, Movie Star Flowers always seem to get the movie premieres.
03:28I should would like to beat them sometime.
03:31And of course, I would like to win over a few more wedding planners, since they
03:34can bring some big events to me.
03:36Jen: Okay. I will be sure to take a look at the website for Movie Star Flowers.
03:40Other than your current Hansel and Petal website, do you have any other
03:44marketing materials?
03:45Hansel: Well, I mean, I have got a few brochures that I can leave around and the sign on
03:49my shop and business cards, of course, but that's really about it.
03:54She asked some great questions and questions I wouldn't think really are
03:57necessary for building a website.
04:00I mean, I understand she needs to know what kind of products we build, but
04:03questions about our competitors and how to build competitive advantages?
04:06Questions about our customers make sense.
04:08I mean, after all, the website is kind of for the customers in the first
04:11place, but not only the customers we have today, but the customers we want to have tomorrow.
04:15And then really diving into what is our vision, what do we want to do and
04:19what's important to us?
04:21Petal and I have some really strong feelings and it was good to see that she was
04:24integrating those into our website.
04:25I am really excited to see how we can integrate this new website into our
04:29already existing marketing campaigns.
04:31It will be awesome to see a website that works for us today and also in
04:35the future.
Collapse this transcript
Who is your target audience?
00:00As part of the business strategy, your client should know who is buying
00:04their product or service.
00:05They should also know who should be interested in talking with them about
00:09their product or service.
00:11Those people who are not yet customers but have an interest or need in the
00:15product or service you are offering are called the Target Audience.
00:19Target Audiences are people who visit your website, or who you would like
00:23to visit your website.
00:25They break down along geographic, technological and demographic guidelines.
00:31Understanding the Target Audience means knowing what these key constituents
00:34want from your business.
00:36Some business owners will tell you that everyone is their target audience,
00:41because everyone needs this product or service.
00:44That's not really true.
00:47Your service is too expensive for someone, too far away for someone else, or not
00:52needed for another person.
00:54Everyone is not the answer.
00:57Let's take a look at geographic issues.
01:00Are your potential customers geographically constrained?
01:04If you own a lawn care business and you are located in Ventura California, it's
01:10unlikely you travel all the way to Oregon to do lawn care work.
01:14You might not even travel to Los Angeles, only an hour away.
01:18Furthermore, a lawn care business doesn't necessarily sell well on a website.
01:24You might own a bakery with a single location.
01:27People in the surrounding neighborhood would do business with you, but perhaps
01:30your cookies are world-famous.
01:33Cookies might ship well enough that you could offer them on your website and
01:37ship them across the country.
01:39It's unlikely you would ship fresh bread though, since that's really only
01:43fresh for a day or two.
01:45Cookies have a longer shelf-life.
01:48Keep in mind that some businesses are international.
01:50Do you need to serve multiple countries or languages? Let's, next,
01:54take a look at the technological issues.
01:57I am from New Hampshire, very near the Vermont border.
02:00We are always technologically challenged in my area.
02:03We often have trouble getting a cell phone signal consistently.
02:07Broadband Internet access is available in our big towns like Brattleboro with
02:1110,000 people and Keene with 20,000 people,
02:15but it's completely unavailable just 10 to 15 miles from there.
02:20Many people use dial-up, because that's the only Internet access that exists or
02:25they use satellite service.
02:27If your target audience is in my area, you may want to think about this
02:31bandwidth issue, when building your website.
02:34There are also some technological considerations associated with the age of
02:37your target audience.
02:39Typically, older people are more likely to have older computers, if they have a computer at all.
02:45Young people likely have more modern computers, cell phones, iPods and
02:52other technologies.
02:53If the average age of your target user is 60, it's much less likely that a
02:59mobile phone compatible website is important versus a website with a target
03:04user age of 25 or 30.
03:05Think about the platforms your target user might be using.
03:10If you are an airline website, a mobile phone site is very important.
03:15Internet access is still spotty in airports.
03:18It's either nonexistence or it might be available for a fee, and there are a few
03:23now that are carrying free wireless.
03:25A frequent traveler can always get a cell signal in an airport, but the Internet
03:30just isn't reliable.
03:31They might access the airline site, with their phone for just that reason.
03:36Other sites have no real reason to spend the money on a mobile phone site,
03:39at least, not just yet.
03:41Finally, think about the disabilities of your users.
03:45Websites that are built to be accessible will also be accessible for your
03:49number one blind user, Google, and that means that you will also have better
03:54search engine optimization for your website.
03:57Finally, let's look at demographic issues.
04:00How old or young are your users?
04:02Are they mostly men or women, or are they evenly split?
04:06Is your website targeting children?
04:08Be aware that there are special rules that may apply to you, if you do target children.
04:13Where do these people live? What problems are they trying to solve with your
04:17products or services? How much money do they make? Are they strapped for cash,
04:23strapped for time or both? What are their values?
04:27There are many demographic questions you can ask about your Target Audience.
04:31The more information you have, the more reliably you can predict buying patterns
04:36and what kind of marketing is most effective.
04:39Now let's take a look at Hansel and Petal and their target audience.
04:43First of all, Hansel and Petal is definitely geographically constrained.
04:48They love local flowers and so they are not going to be serving San Francisco.
04:53They will be serving primarily the Los Angeles area, although that's still quite large.
04:58Technologically speaking, they're going after big money and big clients.
05:03It's likely there are no technical constraints on their target audience like the
05:07non-availability of broadband.
05:09Since their audience has plenty of money, it's likely they can pay for
05:13broadband, mobile phones and other types of technologies.
05:17The users might be a little older, since they have lots of money.
05:20Probably, they are just going to want some information on the website and then
05:24give Hansel and Petal a call to get more information.
05:28The placement of the phone number on the website, therefore, will be very important.
05:32Finally, some demographic information. We know that men tend to buy lots of
05:36flowers for their wives and girlfriends,
05:38but this is a different target market.
05:40Wedding planners and corporate event planners are largely a woman
05:44dominated industry.
05:45Most of these women are between 30 and 55.
05:48Therefore, this is more of a business-to-business model as opposed to a
05:52business-to-consumer model.
05:54If you get a wedding planner on your side, you'll get plenty of brides rather
05:59than focusing on getting those brides to do business with you directly.
06:03These demanding Hansel and Petal clients want lots of attention to detail,
06:08careful planning and on-time delivery is absolutely critical.
06:12Roughly 25% of the market is Spanish- speaking and one floral designer is
06:19indeed fluent in Spanish.
06:21So we might want to think about a Spanish portion of the website.
06:24As you can see, the more information you know about your Target Audience, the
06:28more effective your website will become.
Collapse this transcript
Thinking about personas
00:00Clearly, some target audiences are more important than others.
00:04The usual rule of thumb in business is the 80/20 rule, 80% of your business will
00:09come from 20% of your customers.
00:12You need to make sure you understand that 20% very well, and you're getting them
00:16exactly what they need.
00:18But what about the other 80%?
00:21Some of those audiences are groups you'll want to grow, because you think your
00:25service or product is a good match for their needs.
00:28Other audiences have very specific needs that might be well served on a website.
00:34You can start to understand these groups by humanizing them.
00:37One this is done is via personas.
00:41A persona is a fictitious person, who represents a composite of a number of
00:47traits of a given user combined.
00:49They can be helpful for thinking about what's required on the website and how it would work.
00:54For example, let's think about a hotel website.
00:58One typical user is a business person who travels frequently.
01:02They want to get into website, get a rate, book a room and get out quickly. That
01:08is, of course, a very important market for the travel industry and someone who
01:12must be well served on travel websites.
01:15An atypical user is one who might not be addressed as a large part of the
01:20target audience, but may have some very specific needs that must be addressed.
01:25For example, if you were in a wheelchair, you might still need to book a hotel room.
01:31However, you need to make sure you can get an accessible room, so that you can
01:35use the sink, take a shower and get in and out of bed easily.
01:39Not just any room in the hotel will work for you and not all hotels
01:44offer accessible rooms.
01:46Of course, hotels want to grow their business, many hotels have conference rooms
01:51they'd like to fill regularly. They need to reach out to conference organizers
01:56and make sure they know that the hotel has those facilities available.
02:01They might want to talk about food, Internet access and what office supplies are
02:06available, such as screens, projectors, flip charts and pens.
02:11Alternatively, the hotel might want to grow its casual traveler base.
02:15Grandparents always want to visit their grandchildren, but sometimes they don't
02:20live in the same town.
02:21Perhaps the grandchildren live in a small house with no room for the
02:25grandparents to spend the night, or maybe the grandparents just like to sleep
02:29late in the morning.
02:30Senior citizens frequently have time, money and motivation to travel.
02:35So, they are a great group for a hotel to reach.
02:38Now let's think about how a persona might apply to Hansel & Petal.
02:43We've developed three personas in the case of Hansel & Petal.
02:46One is a wedding planner, one is a corporate planner and one is an atypical
02:52user, a restaurant owner.
02:54First of all the Wedding Planner.
02:56Ashley: Hi! I am Ashley, I am 32 and I have been doing wedding planning since I was 24.
03:01I got started when I planned my own wedding.
03:03My best friend asked me to help her with her wedding and then my business grew from there.
03:08I now employ two other planners and we work on approximately five to six weddings at a
03:13time, at various stages of completion.
03:16Since my job is to make a bride's dream come true, I have many details
03:20to tend to, including venues, the cake, the flowers, ministers, music,
03:25favors, food, and so much more.
03:28I prefer to work with partners that I've worked with many times before.
03:32I like knowing I can count on my partners to simply get the job done.
03:36Lately, I've been more into a niche of serving brides who really care about the environment.
03:42That's why it's so important to me to find local vendors who also care
03:47about the environment.
03:48Jen: Second, let's take our corporate planner.
03:51Ron: Hi! I am Ron, I work at a large bank in LA and several times a year, the bank has big meetings,
03:59senior staff members, board of directors, shareholder meetings that kind of stuff.
04:04And when these things come along, I am the one that coordinates the travel
04:07arrangements, the hotel, the meals, the workspace, all of that, and I always have some
04:12greenery brought in.
04:13Now, I don't want to own these plants.
04:15I am not going to take care of them.
04:16I don't even want to hire somebody to take care of them. Oh!
04:20And I like to have big bouquets on the banquet tables too.
04:24I don't know anything about flowers or plants.
04:26I just know they make the place look good.
04:27I am great at logistics, but what I want with these plants and greeneries, I want
04:32to call somebody, have them come out to the site, decide what's going to make it
04:36look good and deliver on time.
04:39They do that, I'm a happy camper.
04:42Jen: Finally, our restaurant owner.
04:44Mary: Hi! I am Mary and I own Mary's Garden restaurant in downtown LA.
04:48I am proud to say it's an All-Vegan restaurant.
04:50I am very aware of my client's beliefs and why they come to see me frequently,
04:55as I have many of those beliefs to myself.
04:57I've practiced for a long time to make vegan food that is delicious and the
05:01fact that my values compliment those of my clients is an added bonus.
05:05Mary's Garden got its name from all of the greenery in the restaurant, in
05:08addition to the all-vegan menu.
05:10As my restaurant gains in popularity, making sure the plants stay watered,
05:14trimmed and looking healthy is very important to me.
05:17I also want fresh long-lasting flowers for the tables, preferably in season,
05:21and preferably local.
05:23I would like to bundle the greenery service with the flowers to have one bill
05:26and save a little money.
05:28Jen: A persona will help put a name in a face on your important target audience groups.
05:33They provide a useful metric, when planning a website.
Collapse this transcript
How can Web 2.0 support your business strategy?
00:00Every element of your website should support, in some way, the business strategy
00:05and the target audience you want to attract.
00:07Jared Spool of User Interface Engineering and Alan Cooper of Cooper talk about
00:13the Dancing Bear philosophy of web design.
00:15If a bear started dancing, we would all be amazed.
00:19How cool is that, that a bear can dance?
00:21But if you think about it, bears aren't particularly good dancers.
00:25The only reason we find it amazing is because we didn't know bears could dance.
00:30Likewise, there are some very cool technologies out there floating around
00:34begging to be included on your website, but just because you can, doesn't mean you should.
00:40Each widget should solve a specific strategic problem and we use the
00:45word generically to apply to any type of technology you might include on your website.
00:50For example, photo galleries are very popular.
00:54People love to look at pictures.
00:56However, on your business website, do you really need to post pictures of the
01:01latest Christmas party?
01:02Perhaps you can post these on your intranet, but not on the public website.
01:07Let's think about Hansel & Petal and what types of widgets they might use to
01:12support their website.
01:13A photo gallery is actually a very good match for Hansel & Petal.
01:17They can use it to show sample pictures of events.
01:20They should have a few pictures of a wedding, a corporate party, a Christmas
01:24party, some photos of a restaurant, a banquet and more.
01:29This gives a sense of the breadth of offerings from Hansel & Petal and some
01:33ideas of the types of markets they serve well.
01:37They should also include a description of each event.
01:40Well, it may be obvious that a certain picture is a picture of a wedding,
01:44it's always nice to talk about the size of the wedding, how many guests attended
01:49and other details, so people get an idea when thinking about their own event
01:54that they're planning.
01:55Photos on the homepage would also be a good addition to this website.
01:59Preferably, these photos should have smiling and happy people with lots of flowers.
02:05Once again, we would probably want to feature some weddings, some board meetings,
02:10maybe a fundraiser dinner, and certainly a restaurant full of people.
02:14We had decided to include a blog on the website as well.
02:17As you saw in the earlier movie, Kirk Hansel is very passionate about
02:21environmentally-friendly flowers.
02:24A blog is a great way for Kirk to talk about what flowers are in season and talk
02:30extensively about the environmental impact of the flower business and how to be
02:34greener with flowers.
02:36It's also a great opportunity for him to post a photo of a recent event and talk
02:41about the story behind that particular event.
02:44Finally, an electronic newsletter would be a great addition to this website.
02:48It will be a monthly mailing, which will remind people about time-specific events.
02:53For example, Christmas is coming up, time to plan your Christmas party or
02:58perhaps it's getting to be time for graduation, birthdays are always in season.
03:03This newsletter could also talk about what flowers are in season right now.
03:07The newsletter can also be used to drive traffic to certain posts in the blog
03:12and when people arrive in the blog, they're likely to look at other areas of
03:15the website as well.
03:17Not all features have to be included on this website. For example, Hansel &
03:22Petal should probably set up a Facebook page.
03:24Facebook reaches a younger demographic and more women.
03:28So, this is a good way to reach wedding planners and brides.
03:31It's also a great way for happy customers to post their own testimonials about
03:36Hansel & Petal's legendary service, in their own words.
03:39Hansel & Petal might also consider using Twitter for tweeting their late
03:44breaking specials, which might tie in very nicely with their other side of
03:49the bouquet business.
03:50For example, if an event has some leftover flowers, they could quickly assemble
03:56a discounted bouquet and tweak that has a limited time offer.
04:00It's also, a great way to get rid of flowers that are getting just a little bit old.
04:05Keep mind that you should not be adding just any kind of widget to your
04:09website for any reason.
04:11Every single widget that you add to your website should match something in
04:15the business strategy.
04:17As long as you keep that in mind as you're adding features and functionality to
04:21your website, your website won't be overly cluttered with a bunch of tools that
04:26aren't necessarily serving any purpose than being dancing bears.
Collapse this transcript
How is the web site going to be maintained?
00:00All too frequently, clients get focused on getting the website out there.
00:04Launch day comes and everyone celebrates.
00:08All too soon though, the client forgets about the website.
00:11It sits there, unloved, and out of date, because no one thought through what those
00:17updates might be and how they would occur.
00:20Some updates are straightforward and easy for your client to make, or at
00:24least they should be.
00:25For example, if your client has a blog, being able to create new blog posts
00:31without a high level of technical proficiency is a must for that blog software.
00:36However, if your client has never worked with a computer before, perhaps asking
00:40them to make blog posts is not a good idea.
00:44Other updates may be more difficult depending on the technological solution you
00:48choose for building your website.
00:50Talk with your client about what they anticipate will change weekly, monthly,
00:55quarterly, yearly and almost never, then figure out if they have the technical
01:01ability level to do the weekly and the monthly updates.
01:05And that you have a technological solution, to match those needs quarterly,
01:10yearly and almost never updates can be firmed out to you.
01:15The client does need to make sure that he has the time to make those regular
01:19updates or he needs to pay you to do them and they need to have the money to do that.
01:25Make sure your client understands that the website is an ongoing expense in
01:30terms of renewing domain names and hosting software licenses, if applicable, and
01:36other changes that might need to happen,
01:37for example, new functionality or software upgrades.
01:41A website is never a one-time expense.
01:46Thinking about Hansel & Petal, Kirk Hansel is pretty good on his computer.
01:50He knows some Word and does e-mail and absolutely loves Facebook.
01:54Of course, he's going to need some training on the Content Management System,
02:00but he'll be okay with keeping the site going.
02:03He's very, very excited about the blog and the opportunity to talk about green flowers.
02:09I will have to do the general upgrades for this website and I need to remember
02:13to include that cost in my web hosting fee.
02:16Knowing what maintenance will be required for the site in advance will drive
02:20which technologies you choose to solve those problems.
02:24The last thing you want is to pick hard-to- use or cloogy software that your client hates.
02:30If that's the case, they will wind up thinking ill of you too.
02:34Do your homework, and you'll get a much happier ending.
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How will you measure success?
00:00Dr. Stephen Covey, in his book, The 7 Habits of Highly Effective People, states that
00:05one of the habits of successful people is how they begin with the end in mind.
00:10We've been doing that throughout this chapter, thinking about who will use the
00:14website, who will maintain it, and how those updates happen.
00:18We also need to think about what a successful website is like and how we'll no
00:23success has happened.
00:25If web developers think about measuring success, and frequently they don't, they
00:30simply suggest using Google Analytics for the website.
00:34Google Analytics is important.
00:36It measures who is coming to your website, what they're doing on the site, and
00:41where they leave the website.
00:43It can be tied in with online advertising campaigns in Google AdWords.
00:49But Google Analytics only goes so far and the results can be misleading.
00:54Once I had a client, who had an average site visit dip from 15 minutes to 5
01:00minutes after a site redesign.
01:02He initially thought that was a very bad thing.
01:06The site was no longer engaging and people were leaving.
01:09I argued that that was not the case at all.
01:12The old site was so obfuscated that it took users a long time to figure out what they needed.
01:18The new site was easier to navigate so they got in and they got out much more quickly.
01:24Who was right?
01:25You'll only know with user testing.
01:28There are other ways of measuring success.
01:30For example, phone calls about store hours and location drop because it's easier
01:37to find on a website, measure by tracking this by people who answer the phone.
01:43Let's think about Hansel & Petal.
01:45Kirk Hansel instructs all people taking phone calls to ask, "How did you hear
01:50about us?" and, "Did you look at our website before you called today?"
01:55They email him the answers that they get, while talking to these potential clients.
02:00Hansel also wants to book 12 weddings in the next six months, or two weddings a month.
02:06Normally, they book one wedding every other month.
02:09He also wants to contact 50 midsized local businesses and convert at least five
02:15customers over the next year.
02:17For the website, he wants to see people filling in the contact form more
02:22frequently and making calls, having already looked at the site.
02:26He'd like to have at least 100 fans in the next month on Facebook and he'd like
02:31to get at least 200 Twitter followers.
02:33He plans on researching wedding planners and following them on Twitter as
02:37well as following the LA Convention Center and some prominent logistics
02:42planners in the movie industry.
02:45Begin with the end in mind.
02:47Know what success looks like before you start so you know how to measure it in the end.
02:52Google Analytics is a useful tool for measuring traffic patterns, but it's
02:57not your only metric.
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2. What Technology Is Right for Your Site?
Getting specific about technology
00:00Now that we know exactly what kinds of functionalities are required to make the
00:04site work with the business strategy, it's time to start thinking about exactly
00:08which functionalities those are.
00:10For example, we know we need a blog and a photo gallery, but which blog and which
00:17photo gallery, and what about the press releases the client will be posting?
00:21Ideally, these functionalities are available under a single platform.
00:25Clients don't want to go one place to do the blog, another place to do the
00:29photos, and a third-place to do press releases.
00:32Ideally, the client can log in one place and complete all the required tasks there.
00:38Sometimes, you might find technologies the client thinks they need, but
00:43perhaps they really don't.
00:45A client does not need an event calendar if they only have a handful of events each year.
00:50If they have one event a month, it starts to make more sense.
00:55Social media is an important part of the site, potentially, depending on the
00:58market they wish to reach.
01:00Is a Facebook page required?
01:02Should they be on Twitter?
01:04Remember, this all takes time,
01:06so if they don't have the manpower to keep up with that Facebook page or
01:10to tweet a little bit now and then, perhaps they should skip those social networking tools.
01:14Given Hansel's love of Facebook, we created a Facebook fan page where happy
01:21clients could post their photos of beautiful flowers at their events.
01:25This was a good way to reach brides in their 20s and early 30s.
01:29The website would be built with Joomla!, an open-source content management system.
01:33Jen suggested a Joomla!
01:35photo gallery component to use for the site and it would be easy to set up
01:38the blog in the Joomla! framework as well.
01:40Hansel would have a single login for Joomla!
01:43and a second one for Facebook.
01:45Then we discussed whether we should have a single website with all of the bouquets
01:50as well as the event planning or whether we should break it into two websites.
01:55The advantage of putting everything in a single website is that it's all in the same place.
02:00The site has already been up for a while and it's been indexed by Google.
02:04However, the target audience for $100 bouquets is very, very different than
02:10$10,000 floral extravaganzas.
02:13Those audiences have very different needs and it's hard to combine those needs
02:17into a single website.
02:19If we broke the website into two separate sites, you could talk to each audience
02:24directly on those sites.
02:26But unfortunately, it does mean two websites to maintain.
02:30It takes a while to work up the awareness in Google of the second site, as well.
02:35Ultimately, we decided to split out the event services from the bouquet site.
02:40They felt that the bouquets detracted, somewhat, from the message of
02:44complete customization.
02:46Also, since people want to spend different amounts of money, say, $20 for
02:51flowers for their wife one evening or $2,000 flowers for a wedding, we wanted to
02:57home the message specifically for the higher end market.
03:00The new website address will be events.hanselandpeatal.com and the bouquet site
03:06will be to be www.hanselandpeatal.com.
03:09We'll have a link from the bouquet site to the event site, but not a major link
03:13from the event site to the bouquet site.
03:15We'll just put a small subtle link in the footer.
03:18Since you did your homework earlier and you decided which functionalities were
03:23a good fit with the business strategy, by the time you get to this point,
03:26picking up the technology to drive those functionalities is a relatively
03:30straightforward process.
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Understanding static web sites vs. CMS-driven web sites
00:00There are two common ways to build websites for your clients these days.
00:04One is a standard static website and the other is a website using a
00:08content management system.
00:10For many years, we built our websites using Static Systems, such as Adobe Dreamweaver.
00:16These sites were relatively straightforward to build and content management
00:20systems ran into the six figures and were just prohibitively expensive.
00:25Now we have some wonderful open- source content management systems available
00:29to us for free download, including Joomla!, Drupal, WordPress and hundreds of others.
00:37So we ask ourselves, "Which is better for our particular client?" and the correct
00:42answer, as always, is, "It depends."
00:46Static websites have a few positives.
00:49First of all, they are very inexpensive and quick to put together and they
00:52require no special kind of web hosting.
00:55Unfortunately, static websites are very difficult for your clients to update
01:00without knowledge of HTML, CSS, and FTP.
01:04It is true that such products as Adobe Contribute are available for updating a
01:09Dreamweaver-based website.
01:11However, Contribute does cost money.
01:14Your client must pay some amount of money to have the software running on their computer.
01:18Static websites also do not support Web 2.0 tools very well.
01:23They are strictly designed to display text on a webpage and not be
01:27terribly interactive.
01:29Content management system sites are also very quick to build and the updates are
01:34very easy for a client.
01:36They don't need to know HTML and they don't need to know FTP and in order to
01:41update the website, all they need is a web browser and a log-in.
01:45Web 2.0 tools are supported by all of the content management systems.
01:50It's very easy to add a blog, a photo gallery, a calendar, a shopping cart and
01:56many, many other types of technology.
01:59The content, once in a database, is very portable and you can move it around
02:03between content management systems if you know how to work with databases and
02:07there are many, many free open-source choices out there.
02:10lynda.com offers training for Joomla!, Drupal, and WordPress, available on other titles.
02:18However, when you're working with a content management system website, you will
02:22need more specific web hosting.
02:24There are some very specific requirements for these content management systems.
02:28So, you will need to make sure that you have the right version of PHP, the right
02:32version of MySQL and the right web server running in the hosting environment.
02:38The site can cost more upfront for your client because they can be a little
02:42more complicated to configure than a static website and since you're running a
02:46content management system, these sites are hacked more often than a static website.
02:51Now let's think about Hansel & Petal.
02:54Given the Hansel's love of Facebook and how excited he is about a blog, a static
02:59website really doesn't make a lot of sense.
03:01He really needs the ability to change that website, at least weekly, and
03:05possibly even daily.
03:07We have decided to go with Joomla!
03:08since that's the content management system that I know well.
03:12Building website with Joomla!
03:13will also give us the ability to build with the future in mind.
03:17We can easily add to this website going forward, with new social
03:20networking tools if we wish.
03:22So once you have put together your business strategy and you understand which
03:26technologies you'll need to drive the website, making the choice between a
03:30static and a CMS driven website should be relatively easy to do.
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Comparing CMS software
00:00As you know by now, I'm a big fan of Joomla!, but if you have never built a
00:04website with a content management system before, you may be wondering which
00:08content management system is right for you.
00:10cmsmatrix.org, the website we are looking at now, is a great tool for comparing
00:16content management systems.
00:18Most of these are open-source and free.
00:20The site works as follows.
00:22Let's say I want to compare Drupal, WordPress, and Joomla!
00:25So I am going to scroll down the screen, I'll find Drupal somewhere down here.
00:32Drupal. Then I look for Joomla!
00:38and then I'll look for WordPress.
00:40As you can see, there are many, many content management systems you can compare.
00:48Then, once you have selected your content management systems, you can compare
00:52them and as you see here, we are comparing Drupal 6.10, Joomla!
01:001.5.10 and WordPress 2.2.1.
01:06The release dates are located at the top of the page.
01:09Note that this is a fairly old version of WordPress that we are comparing from 2007.
01:14This will tell you a little bit about the server, the database and what types of
01:19features and functionality each one of these packages has.
01:24Keep in mind that this comparison chart doesn't show you all of the information
01:28you need to consider when thinking about a content management system.
01:30You need a content management system that you can learn very quickly, but also
01:35that your client can use easily.
01:37If you are learning a content management system for the first time, you'll want
01:41to pick one that has lots of books and training videos available and possibly
01:46even a college class.
01:48You want to be sure that the software is surrounded by a strong and committed
01:53online community, that they answer questions, and there are forums, and that
01:58they are a community of people who are actively contributing extensions to the project.
02:04You'll also need to make sure that there's a good team of people who are
02:06revising and building the new version of the software.
02:09Make sure that the cost of the software is within your client's budget.
02:13If you're using open-source content management systems, the price is usually
02:17free, so that should be well within your client's budget.
02:21You may also want to look for local support in your area.
02:24Is there a user group that covers your content management system of
02:28choice that's nearby?
02:30If there isn't, why don't you start one?
02:32Your local colleges or universities might be teaching a specific content
02:35management system as well.
02:37If so, cultivate some friendships and relationships with those people, so that
02:41you can call in them for help or to supplement your own skill set, and of course,
02:45maybe those people will pass you a little work as well.
02:48WordPress, Drupal and Joomla!
02:50are the three big names in the open- source content management system community
02:54at this time and all three have training videos available here at lynda.com.
02:59At this point, these are the three platforms that I would look at very carefully.
03:03Obviously, there are thousands of other content management systems out there and
03:07they're coming along, but they're not nearly as well established as Drupal,
03:11Joomla!, and WordPress.
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Comparing CMS supporting technologies
00:00Whether you build a static site or a CMS based site, you may need some
00:04additional functionality to make your website work.
00:07In Dreamweaver, we have extensions that are available for download.
00:11Most content management systems offer a similar functionality. How do you choose
00:15the right extension for your needs?
00:18As you know, I love Joomla!
00:20and in Joomla!, there is something called the Joomla!
00:22Extension Directory, or the JED, that's listing a series of GPL
00:26compliant extensions.
00:29GPL is a type of open-source software licensing that Joomla!
00:32endorses and uses for its own software, so it lists extensions that also follow
00:37the same licensing scheme.
00:39This is a wonderful place to research extensions.
00:42As you can see on the screen, there are over 3540 extensions today and there is
00:48probably more by the time you look at this movie.
00:51Ideally, we want to find extensions that are well established, are regularly
00:55updated, have good user ratings, seem to have reasonable support and we want
01:01to make sure we read through the comments to make sure that the bad doesn't outweigh the good.
01:06One of the pieces of functionality that Hansel & Petal needs is a photo gallery.
01:11So on the left side of the page where you see the Categories, I am going to
01:15scroll down to Photos & Images.
01:19Within the Photos & Images category, I am going to go to the subcategory for
01:23Photo Gallery and here, within the Photo Gallery area, I can read about all kinds
01:31of great photo galleries that are available for Joomla!
01:33I am going to take a look at this one here, the Simple Image Gallery.
01:39The reason I am looking in Simple Image Gallery is I am familiar with the
01:42developer, JoomlaWorks, which is based in Greece and I have used this extension before.
01:49Note here in this particular listing, we have a Popular icon by it.
01:54The Popular icon on the Joomla!
01:56extension site means that it gets over 150 page views a day.
02:00So there is a lot of interest in this particular extension.
02:03Note that it was last updated on November 29th, 2008.
02:08That was almost a year ago.
02:09So, we might want to look a little bit more closely to make sure that
02:14JoomlaWorks is still in business and is still updating this particular extension
02:18and writing other extensions.
02:19I know that that's actually true because I have worked with them before.
02:22Clicking on the link will take me into more information about Simple Image Gallery.
02:29This talks about the compatibility with the various versions of Joomla!
02:33In this case, it is compatible with both Version 1.0 and Version 1.5.
02:39Over 240 people have voted for this extension and they have rated it four stars
02:44on average, which is great.
02:46So, that tells us that people think highly of this extension.
02:49It has been around for a while since it was added to the directory in December of 2006.
02:56You can read through the information that they talk about how the extension
03:00works and then we can scroll down to the Reviews.
03:04So here are some three-star reviews and a four-star review and these are
03:09fairly recent dates.
03:12As we scroll through here, we largely see four-star and five-star reviews.
03:19Nobody looks like they are terribly unhappy with this extension over the past year.
03:26So, this is probably a good one to try.
03:29As you can see, we can go to a demo page and see how the Simple Image Gallery
03:33works, we are also able to download it and install it in Joomla!
03:37To learn more about how to install extensions for Joomla!, make sure you take
03:41a look at our Joomla 1.5 Essentials training videos in the lynda.com Training Video Library.
03:47Researching extensions is very important.
03:49You want to make sure that you get high- quality extensions that will serve your
03:54client well, are easy to use and are maintained so that they don't become
03:59security risks to your website.
04:01A website like the Joomla!
04:02Extensions Directory gives you a lot of information so that you can make good
04:05decisions as to which technologies you want to include on your website.
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Thinking about web hosting and developer web maintenance
00:00Now that you've chosen a Content Management System, in this case Joomla!, it
00:04does have specific requirements for hosting.
00:07You'll also need to think about how upgrades and backups are going to
00:10happen with Joomla!.
00:12Upgrades and backups are generally going to be your responsibility as the web developer.
00:18First, upgrades. If upgrades aren't done, the site is going to go out-of-date and
00:23become more vulnerable to hackers.
00:25Some Content Management Systems offer a very easy way to get upgrades done.
00:29For example, with Joomla!, there's an extension called the Joomla! Updater, which
00:34offers a very easy way to upgrade your site from, say, Joomla 1.5.14 to Joomla
00:421.5.15, a security release.
00:46Using Joomla! Updater is actually simple enough that your client could do it on their own,
00:51but could you trust your client to do it?
00:54Unfortunately, you usually can't.
00:56Doing these types of upgrades are not very high on your client's priority list.
01:00So, I recommend that you take responsibility for doing the upgrades for Joomla
01:06for all of your clients.
01:07Fold the cost of doing those upgrades into your hosting fee, rather than billing
01:12the client individually every time an upgrade happens.
01:15Another thing you need to be concerned with are backups.
01:19Make sure you find out about your host backup procedures. How long are backups
01:23kept? How are they accessible? How long would it take the host to roll back to
01:29the backed-up version of your site?
01:30It is very wise to have two backups available to you that you, as the end-user,
01:36can access, not just backups for the hosting company.
01:39Look for a weekly backup, which is frequently made on Sunday and kept until the
01:44following Sunday, as well as a daily backup.
01:47The daily backup may get overwritten each day.
01:50You may want to make your own more frequent backups and download them to
01:54your hard drive as well.
01:55Your Control panel software for the web hosting company usually offers some type
02:00of utility for making those backups and you could use that, or there may be an
02:04extension that your Content Management System offers.
02:07For example, in Joomla!, there's a great third-party extension called JoomlaPack
02:13that will back up your Joomla! website, both the database and PHP files, into a
02:18single package that you can download to your hard drive.
02:21When picking out your web hosting, you'll have several choices of types of
02:25hosting to choose from.
02:27Typically, you will encounter Shared Hosting, Dedicated Hosting, a Virtual
02:31Private Server or a Reseller Plan, and you are probably wondering which one is right for you.
02:37So first of all you have to understand what each of those terms mean.
02:41Shared Hosting means that there is hundreds or even thousands of websites all on
02:46the same web server, and this is web server in the hardware sense.
02:50It typically has very cheap pricing, so anytime you see web hosting for five
02:55or six dollars a month, you can almost bet your money on the fact that that is Shared Hosting.
03:00The big advantage with Shared Hosting is it is very inexpensive.
03:04But the downside is when you share your web server with so many other websites,
03:10your website may crawl, in other words it may not go very quickly because there
03:14is other websites that are competing for the server's resources.
03:17It is also potentially more vulnerable to being hacked because if there is
03:22thousands of websites on one server, you have no guarantee that all of those
03:26sites are being upgraded in a timely manner.
03:29Dedicated Hosting means that your one website is the only one on that piece
03:34of server hardware.
03:36The positive side is that your website is the only one drawing on the
03:39server's resources.
03:41It doesn't have to share with anyone.
03:43However, Dedicated Hosting is very expensive, usually prohibitively expensive for
03:48a small business website.
03:50A great compromise between Shared Hosting, which is cheap but very crowded, and
03:56Dedicated Hosting, which is very expensive, is the virtual Private Server.
04:00In this case, you are sharing the server hardware with other customers, but you
04:05have your own virtual environment with access to the root of that web server.
04:10You are walled off from the other clients on the machine and you have some
04:15dedicated time for the server CPU.
04:18Other clients on that web server don't make your site run slowly.
04:22Only the sites that are within your particular VPS affect the website times.
04:28Finally, you may encounter a Reseller Plan.
04:31A Reseller Plan means you buy a chunk of disk space that you can resell pieces
04:35of it to your various clients.
04:38You can combine the word reseller with any of the above terms so there are
04:42resellers of Shared Hosting, resellers of Dedicated Hosting, and resellers of
04:47Virtual Private Servers.
04:49If you become a reseller of a Virtual Private Server, that is a great way to go.
04:54You know your content management system will run under you are Virtual Private
04:57Server or VPS, and you can resell space to your clients from there.
05:02The host is always configured the same way so you don't have to fight with it to
05:06get your Content Management System installed.
05:09Make sure you have enough clients and that you charge them enough to have
05:13hosting to at least pay for itself when you sign up.
05:16That way, your own website you can host for free.
05:19In this case, I sold some hosting space to Hansel and Petal.
05:23I have my own Virtual Private Server, and I am reseller so I sold them a
05:28piece of my disk space.
05:30Having all of my clients together on my own Virtual Private Server means that I
05:35can run through all of my accounts quickly to get upgrades done and that my
05:39backups are all centralized in one location.
05:42Remember that static websites can generally be hosted anywhere while a Content
05:47Management System has very specific technological requirements.
05:52Make sure you have a plan for upgrades and backups of your client's website
05:57and make sure you understand what you are looking at when you go shopping for
06:01web hosting.
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3. Organizing the Project
Do you need some help?
00:01No one is good at everything, so it is likely you will need some help somewhere.
00:05Where might you need help in the graphic design and development process of
00:09building your website?
00:10I always need help with graphic design.
00:12I need someone to make things pretty and someone with a sense of color and
00:16layout and most of all, I need someone who understands when the client says,
00:21"Can you jazz that up a little bit?"
00:23That just does not compute for me, but it always seems to make sense to my
00:27graphic designer friends.
00:29You might need a developer.
00:31A developer is someone who knows databases and programming and scripting
00:35languages, like PHP and JavaScript and so forth.
00:39Developers can build custom extensions for your Content Management System and
00:43they may know something about web hosting or Content Management installation.
00:47They are incredibly helpful people to have on your staff and available to call
00:52on when you need them.
00:53You may need an HTML and CSS guru, someone who can take that graphic design and
00:59convert it to some kind of content management system template.
01:03This is actually my area of expertise, so I usually do that part myself.
01:07Finally, you might need someone with another area of expertise.
01:12Perhaps you need a photographer, a writer, a project manager or any one of a
01:16number of other items for your website.
01:19The question, as always, is where can you find good help these days?
01:24Network in your local area. User group meetings are a wonderful place to go
01:28because you can meet people with complementary skills.
01:31There is a number of business networking organizations such as the Rotary,
01:35BNI, the Chamber of Commerce and many other groups that might be available in your area.
01:42You may also look into your graphic designer, your developer or your
01:46photographer as a subcontractor.
01:49That means they are someone that you pay to work for you and help with the
01:53project rather than working for the client.
01:55They are not an employee.
01:57In this case, you are hiring them for a specific job to complete and that's it.
02:01The positive of doing subcontracting is that you brand everything as your own,
02:07instead of the work feeling more like more patch work.
02:10You can also mark up the work of the graphic designer.
02:13The downside, though, can be quite significant.
02:16If your client stiffs you and doesn't pay you, you still have to pay
02:20your graphic designer.
02:21In order to avoid this as a big, big problem, make sure you get some money
02:26upfront, before the work starts, so that you are sure you have some money on
02:30hand to pay your subcontractors.
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Pulling together pricing
00:00Now that you have an idea of the size and the scope of the website you are
00:03planning, it is finally time to think about cost.
00:07First of all, you should determine your hourly rate.
00:10The website we are looking at is FreelanceSwitch.
00:13This is a wonderful tool for determining your hourly rate.
00:16It'll take you about 5 to 20 minutes to work with this website to determine your hourly rate.
00:22In step one, you're going to calculate your business costs, things like your
00:25rent, software costs, insurance, legal fees, accounting, computers and so forth.
00:31Second, you are going to think about your own personal expenses, what you pay
00:35in rent or mortgage, how much you want to save for retirement, all of your
00:39other various expenses.
00:41Then you want to think about how many hours you can actually bill.
00:44Remember that we don't work 365 days a year, although I must confess sometimes it feels like it.
00:50You're going to work some number of days per week.
00:53You'll need to figure in your own vacation and sick and personal days
00:57and religious holidays.
00:58And you are going to come up with some amount of time that you can actually bill.
01:02It is worth thinking about how much time you can actually bill because the
01:05answer is never 100%.
01:07Remember that you are going to spend time talking to potential clients, which
01:11is not billable work.
01:12You may spend some time watching lynda.com videos to learn new techniques and
01:17that will be time that you will spend working, but again you can't bill for.
01:20Once you have completed this calculator, it will tell you your ideal hourly rate.
01:26So ideally it is what you can get from your client and how much you'll need to
01:30break even just pay your bills.
01:32Keep in mind this calculator does not factor in your experience level.
01:36So, the hourly rate that this calculator gives you is a starting point.
01:40If you have a lot of experience, you may want to charge a little more and if you
01:43have less experience you may want to charge a little less.
01:46You also want to take a look at what other people in your area are charging.
01:51Some parts of the country, such as the Northeast, tend to be more expensive,
01:55while other parts of the country, such as the Southwest, tend to have lower
01:59prices for web designers.
02:01Generally speaking, if your hourly rate is very cheap or very, very expensive,
02:06you might lose some business.
02:07Let me just say that again, if your hourly rate is too low, you may lose business
02:13because people may doubt the quality of your work.
02:15So, make sure you charge what you are worth.
02:18Once you know your rate, you'll need to pull together your costs.
02:22Gather your quotes from your subcontractors. Make sure you include any pricing
02:27for software or fonts or photos that you're going need to buy, think about the
02:31pricing for your hosting and domain names and anything else that might cost
02:35money to put the site together.
02:37That includes extensions for your Content Management System.
02:40Some of these may have a price associated with them.
02:43These are costs you must pass on to your client.
02:46You can consider marking them up, in other words, take the cost plus some
02:49percentage to bill the client, or you can just keep the cost at your own cost.
02:55Then you are going to need to figure in your hours for planning, building,
02:58debugging, communications and training for this website.
03:02In general, roughly 30% of the total time on the project will be spent in
03:06project management, in communications mostly.
03:08It might be easy as to figure out hours for everything else and then add 30%
03:14for the communications.
03:16Total everything up and you should have a reasonable fixed price estimate for a website.
03:20Track your hours as you are working on the project, even if you are working for a fixed rate.
03:26This will help you hone your estimates and they will get better and better
03:30the more websites you quote.
03:32Make sure your subcontractors are very clear as to how they are getting paid,
03:36whether they are getting paid in any fixed price for their work or whether they
03:40will be paid hourly.
03:42You'll also need to negotiate with your client as well.
03:45If their specification for the website changes, then the pricing may also need
03:49to change for your website.
03:51In general, it is easiest to manage if you are working on a fixed price contract.
03:56But in order to do that you need to make sure that the website specification
04:00is very, very clear.
04:02In the case of Hansel and Petal, I got a quote from a graphic designer, a
04:06photographer and for a writer. I put together a quote with some options.
04:11For example, they could choose a custom template designed by the graphic
04:15designer, which will be recommended because that will give them a very
04:19personal graphic design that's exactly what they want, or to save money, they
04:24could go with a commercially available template that I could download and
04:27install for Joomla.
04:28That's much less expensive, most templates run $30 to $50.
04:33They need to consider whether they wanted custom crafted content, versus they
04:37wrote their own content and someone edited it or they could have just written
04:42the content and I'll just post it.
04:44That's the cheapest option.
04:46But if they are writing the content, and I am just posting it, then I post their
04:49typos and their misspelling and poorly written sentences.
04:53It is usually well worth it to pay for editing, if not for custom crafted content.
04:59Finally, think very carefully about the pictures for the website.
05:04Many people own a digital camera and many people feel that they can take their
05:07own pictures for their own website.
05:09But remember that people are making buying decisions based on those photographs.
05:14If they wind up being of poor quality, people may not be inclined to buy your
05:18products because the photos don't look very good.
05:21Investing in a professional photographer is well worth the money, particularly on
05:26e-commerce websites where people are making buying decisions based on photos and
05:31for very high-end websites, such as the Hansel and Petal website.
05:35Pricing can be tricky when figuring out a website, but if you follow the
05:38recommendations I've given you here, it should be a matter of filling in a
05:42few blanks.
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Integrating pricing into the proposal
00:01Pricing can be the trickiest part of your business.
00:04Typically, a web professional follows one of two paths for providing pricing to their client.
00:09You can provide pricing as a fixed price, or a fixed set of services or you can
00:14provide an hourly rate with a more nebulous set of tasks.
00:18Generally speaking, the client will prefer to go with a fixed price contract
00:23because then they'll know exactly how much it will cost in the end.
00:27Some contractors will also do a variation on those pricing schemes.
00:31For example, you can provide a top price, meaning the work will be no more
00:36than the given price.
00:38Others will sell a block of hours to complete a task.
00:41For example, they'll give a fixed price for 20 hours of work, which may
00:45represent a discount over their normal hourly rate.
00:48It's good to tie that price to a specific set of detailed tasks you will
00:53complete, so there are no surprises later.
00:56The proposal is designed to spell out exactly what tasks you will
00:59complete, what tasks the client will complete, and the timelines and pricing for the project.
01:05I always ask my client what their budget is for the project.
01:09Frequently, the client will either decline to say or they won't know what their budget is.
01:14When working with small businesses, nonprofits and startups, it's best to give
01:19some flexibility in the proposal,
01:21so they can bend this to what their budget actually is.
01:25I like to have flexible pricing for my client.
01:27For example, I'll state that the client must pick a scheme for the template, for
01:32the website, but they could pick a commercially available template for not much
01:36money or they could pick a fully customized template for much more money.
01:41When I write a proposal, I include the following items.
01:44First, I provide an overview of what needs to be done with the website and what
01:49problems need to be solved, such as a site redesign, increasing site traffic
01:53through search engine optimization, improving the graphic design of the site, or
01:58moving a site from a static site to a Content Management System.
02:02Next, I spell out briefly what I will provide, such as a graphical redesign of
02:07the site, a photo gallery, configuring the Content Management System, debugging and so forth.
02:13I also spell out what the client will provide, including content, photos, a site
02:18map, or specific logins to hosting or domain names.
02:22Next comes the quotation, spelling out each deliverable in as much detail as
02:27possible along with pricing for each option.
02:29For example, I'll state that the graphic design will talk to the client to get a
02:34sense of the branding and the client's likes and dislikes.
02:37The designer will then produce three very different possible looks for the
02:41website followed by two rounds of revisions for a given price.
02:46I'll follow the same pattern for all of the other services required.
02:50If you are specifically excluding anything from the quote, spell that out as well.
02:54For example, the client might already have a domain name.
02:58So, your quote does not include purchasing one for them.
03:01This section might also include additional services they could add if they
03:05wanted, such as hosting, search engine optimization services, or content
03:10writing and editing.
03:11I typically also include a line that says anything beyond the scope of this
03:15quote is doable at my normal hourly rate.
03:18Be sure to include a payment schedule.
03:21This is how the client will pay you for the work you complete.
03:24If you have sub-contractors, you should definitely ask for some money
03:27before work begins.
03:29It's common to ask for as much as half of the total upfront before the work
03:34begins and then the balance, just before the site launches.
03:38Unfortunately, there are clients who will decide not to pay you.
03:41Hopefully, those clients are few and far between, but it does happen.
03:46The best way to prevent that from happening is to ask for money upfront,
03:50then hold the site until the client provides their final payment before you
03:53launch the website.
03:55It might sound harsh, but unfortunately, when you launch the site without
03:59payment, sometimes you wind up not getting that final check.
04:03There are some notable exceptions.
04:05Most government and university web jobs will not permit money upfront for a project.
04:10However, in my experience, you can always get paid for your work in
04:14these environments.
04:15Although the check can be very slow in arriving.
04:18Lastly, include a short biography about you and your subcontractors.
04:23It's nice to give your client a little bit of your professional background so
04:27they know who they are hiring.
04:28Be sure to include any certifications or degrees you have, as well as any special
04:33awards or accolades.
04:35Putting together a proposal and pricing can be one of the trickier aspects of
04:38running your web design business.
04:40Be sure you're very clear about what you will provide to the client and what
04:44they need to get you to have a successful web project.
04:48When you communicate clear expectations and clear deliverables, you're on a path
04:52to a successful web project.
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Determining and communicating milestones
00:00At a minimum, you and your client are building this website together.
00:05You may also have subcontractors or partners involved in the process. Who is doing what?
00:10When does it need to be done so that you can hit that launch date?
00:13When is the launch date, anyway?
00:16How do you keep track of all this stuff?
00:19First of all, what is the launch date?
00:22It's a very good conversation to have with your client right up front.
00:25Is that tied to a specific event?
00:27Frequently, website launches will be tied to a product release, or a trade show,
00:32a mailing, or some other big event.
00:35It doesn't have to be tied to a big event like that though.
00:38But if you do have a major trade show that's coming up for your client, you
00:42absolutely want to make sure that the website is out by then.
00:45So what you'll do is you will work backwards from that launch date with time
00:49estimates of each deliverable to develop those milestones.
00:53So for example, let's say that the site launches three months from today.
00:58That means that the site needs about a week to have sign off to make sure that
01:02your client has approved it.
01:04Then we'll need to make sure that we have some time to debug it.
01:07That'll take about two weeks.
01:09Custom Template Generation and the CMS configuration work will take about six weeks.
01:14Graphic Design is going to take about two weeks and our strategy work will take about a week.
01:20That's 12 weeks total.
01:22The proposal should spell out what the client provides and what you are delivering.
01:27Give your client drop-dead dates for delivering things like content.
01:32Make it very clear that if they don't deliver on time, what impact that will
01:37have on final delivery of the website.
01:39In the above case, the client must deliver content one month from today.
01:44Late content will push the launch date out.
01:47You can always look like a hero later if you want.
01:50Look, I got your content in place anyway. Hurray!
01:54But never promise to deliver on the original date if the client delivers their pieces late.
01:59You'll also want to stay on top of your subcontractors and make sure they
02:03are delivering on time.
02:04In order to communicate milestones, some project managers like Microsoft Project
02:11or they'll use Open Source Project Management tools.
02:14Some people like Basecamp, and there are many, many other options that are out there.
02:19Personally, I like to keep my project management tools very, very simple.
02:23I just like to use Google Docs, which makes sharing a spreadsheet very, very
02:28easy and I can communicate delivery dates effectively to my client and my subcontractors.
02:34For Hansel and Petal, I'm going to give delivery dates to my graphic designer,
02:39my photographer, and my writer.
02:41I also need to make it very clear to Kirk Hansel that he needs to make sure he
02:45delivers all of his pieces on time.
02:48Otherwise, we might miss our launch date.
02:51Clear communication is vital to making these milestones go.
02:55So talk to your client, send them an e-mail with the dates in it, and then send
03:00them a link to the spreadsheet.
03:01This will make it very, very clear what all of the dates are that they need to
03:05deliver pieces of the website.
03:08Regardless of what tool you use to communicate milestones and deadlines to
03:12your client and your subcontractors, make sure that you communicate clearly all of the dates
03:18so that all of the materials come to you on time, so that you can get your
03:22website out and launched in time for that very important trade show or
03:26product release.
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4. Organizing Content and Graphics
What is a site map?
00:00A Site Map is an outline of what information is included on your website.
00:05It covers the navigation options on the site and how they relate to each other.
00:09It can be pretty, designed in Illustrator, Visio, Inspiration or some other tool.
00:15Or it can be a simple bulleted list, designed in Microsoft Word.
00:19You may have heard the term 'Site Map'used in another context.
00:23A Site Map is also a list of links that you might see on some websites.
00:28A Site Map link is typically found in the footer of the website, but it may be
00:33in other locations as well.
00:35Site Maps on the website are a great way for a search engine to visit and index your pages,
00:42so it's a good feature to include.
00:44That type of Site Map is the output of the Site Map you plan from the
00:49beginning with your client.
00:50The point of the Site Map is to think about all of the items required to
00:54put your site together.
00:56Some clients will want to give you a Site Map that they've developed, while
01:00other clients will want some assistance in developing it.
01:03You could just develop your Site Map on your own, guessing at what type of pages
01:07are best for this client.
01:09You'll already have some ideas, having discussed the business strategy with the
01:13client, and you'll already know some types of technology you'll include, such
01:17as a blog, photo gallery, a Facebook link, and more, in the case of Hansel and Petal.
01:24Some clients will just start sending over content and they expect you to
01:28organize it when it arrives.
01:30That can work for a smaller site, but it doesn't work so well for a larger site.
01:35Ideally, you'll plan the content first then assign navigation links, based on
01:41what type of content you're expecting to get.
01:44A great way to get buy in from the client is to use a Sticky Note exercise.
01:49Right down a bunch of ideas on Sticky Notes, then group them together, and
01:53give them titles.
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Redesign: Evaluating ROT on your site
00:00If this is a redesign project, look at the content on the current website.
00:05What is Redundant, Outdated or Trivial? Or ROT?
00:10What is good content? What is missing?
00:13And is that missing stuff represented in the Site Map that you just
00:17developed with your client?
00:19It may be possible to recycle some of this content into the new website.
00:24It's very easy for websites to get hopelessly outdated.
00:28Over the life of a website, employees come and go, messages are repeated in
00:33various places on the website, but not quite in the same way.
00:38Things are forgotten and the site overall slips in quality.
00:42A redesign is a great time to reevaluate what's on the current site.
00:47Some people are initially inclined to throw away 100% of the content and condemn
00:53their old site as horrible.
00:55While others just want to recycle everything.
00:58The truth is usually somewhere in the middle.
01:00It's better to evaluate what's on the site and see what can be salvaged.
01:05It saves time and money and the evaluation doesn't take that long.
01:09When looking for ROT, here's what to look for.
01:12First, look for Redundant content.
01:15That's anything that's repeated on the website.
01:18That could be entire pages of information or saying the same thing over and over again.
01:25Say your message once in one location and link to it from everywhere else for
01:30ease of maintenance.
01:32That's one of the big advantages of a Content Management System, which allows
01:36you to do this quite easily. Outdated content.
01:40Content does get old and it should be removed.
01:44Identify services and products the company no longer offers and remove them.
01:49You may want to pull old press releases as well.
01:52Typically, organizations do not need to keep those press releases on the
01:56website past a year or two,
01:58unless there's a compelling strategic reason to do otherwise. And the Trivial.
02:04Steve Krug, in his terrific book Don't Make Me think, says that happy talk must die.
02:11Things like, "Welcome to our website!" are just wastes of words.
02:17Of course you're welcome to the website. Strip out all of that happy talk and
02:23keep the content to the business in hand.
02:25Respect your visitor's time and give them just what they need.
02:30Evaluating your website for ROT, Redundant, Outdated, and Trivial content,
02:35doesn't take very long and you may find some gems of content to include on
02:40your new website.
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Starting a content tracking spreadsheet
00:00I would like to use a Spreadsheet for tracking content on my website.
00:04The easiest way for everyone to consistently access the same version of that
00:08Spreadsheet is to use Google Documents.
00:11This is a free service at Google, which offers Spreadsheets, Word processing
00:16documents, and much more.
00:18Google Documents, or Google Docs, allows you to share a Spreadsheet between you,
00:24your client, all of your subcontractors and anyone else who might be interested.
00:29This way, you won't have to worry about who has the most recent copy of your Spreadsheet.
00:34Furthermore, everyone can access it and update it quickly and easily.
00:39From the Google homepage, if you look under the link for more, go down to choose
00:45the Documents option.
00:47And this will put you on the Documents homepage.
00:50You'll need to sign in to access Google Docs.
00:54If you don't have a Google account, you can create one by clicking on to Get
00:59started button down at the bottom of your screen.
01:02Otherwise, Sign in.
01:04You have a Google account if you have Gmail, Google Analytics, or some other
01:09Google service that you use.
01:10All right, so we're looking at the screen here for Google Docs.
01:21What we are going to do now is create a new Spreadsheet.
01:25We are going to do that by going over here to the left, and saying Create new>Spreadsheet.
01:30This should look fairly familiar to you if you've worked with programs such as
01:34Microsoft Excel, and it works very much the same sort of way.
01:38What we are going to do is we are going to create several columns in our Site Map.
01:43First of all, we're going to put in a number to identify each item from our Site Map.
01:49In our second column, we're going to put in the name of that navigation item.
01:54In the third column, we are going to put in the person who is responsible for
01:58this piece of content, in other words, it's the person who's going to write the
02:02content, edit the content or otherwise create the content.
02:06Then we are going to put in a column describing where the content is coming from.
02:12Is it coming from an existing page on the current website? Is it coming from a
02:17brochure, or is somebody writing it completely from scratch?
02:22And we are also going to put in a date for when the content is due.
02:29Now that we've created those headers for our Spreadsheet, we will start to type
02:32in the items from our Site Map.
02:35Item number one is the Home page.
02:39The people responsible for the content on the home page will be Hansel and Petal.
02:45It's going to come from a number of different places. There will be Most recent
02:49blog entry, there will be a recent photo, and some brief description text packed
02:59with keywords for the search engines.
03:02The due date for delivery, we have already figured out, will be about six weeks from now.
03:12Now we will type in the second item for our navigation.
03:16Navigation item number two will be Your Special Event.
03:23Your Special Event has some sub- navigation associated with it.
03:27There is Weddings, Corporate Functions, and other events.
03:31Each of those items also has sub-navigation.
03:34I am going to show you how to put in each of those without filling out the full
03:38spreadsheet, so that you can see how to put in each navigation item.
03:43Weddings is going to be item number 2.1.
03:46In other words, it's the first item under the second navigation item.
03:51Weddings has two items underneath of it, one is For Brides, and one is
03:56For Wedding Planners.
03:57So our first one, For Brides, will have the number 2.1.1.
04:04It's the first item under the first item, under the second navigation item.
04:09And For Wedding Planners, the number is 2.1.2. Okay.
04:20Now we are going to Corporate Functions.
04:23The number for Corporate Functions is 2.2, because this is under the second main
04:29navigation item and it's the second sub-navigation item.
04:32We will continue in this way for the other items under Your Special Event.
04:39As you might expect, commitment to the environment would be our third navigation
04:43item, while restaurant service is our fourth navigation item, and things will
04:48continue in that way.
04:50Finally, we will want to make sure we save this spreadsheet.
04:53The Save button is located in the upper right-hand corner.
04:57If I click Save, it will ask me what I'd like to save the Spreadsheet as.
05:01This will be our content plan for hansel and petal, and I'll say OK.
05:08Finally, I'll want to share this spreadsheet with Kirk Hansel and Petal Jones so
05:14that they know what's going on while they're working on the website.
05:19In order to share this document, I'm going to go to the Share button up here, in
05:23the upper right-hand corner, and click it.
05:25It will ask me if I want to Invite people to share the document.
05:30I'm going to choose that, and I can type in an e-mail address.
05:39I can also type in a message.
05:42This is the content plan I mentioned on the phone earlier today.
05:54And I will Send that.
05:57Now I can access this document as can Hansel at hanselandpetal.com.
06:02I am going to Save and Close.
06:04I am going to go ahead and finish typing in my Site Map now off-line.
06:10You go ahead and finish typing in your Site Map for your client in your Google Document.
06:15Google documents is a great way to share documents with your client and your
06:19subcontractors without worrying about version control.
06:23This is a great way to track all the content in your website, who is providing
06:28it, and the date that content is due.
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Adding keywords and descriptions
00:00The biggest mistake most clients make is to think they can do search engine
00:04optimization well after site launch.
00:06Unfortunately, by then, it's too late.
00:10Search engine optimization needs to start in the redesign process.
00:14Each page should have a list of identified keywords. Like a fourth-grade
00:18writing assignment, use each of those words in a sentence, maybe two to three
00:22times per page on your site.
00:24Also, list them in the Meta keywords.
00:27The Meta description is used by Google to describe your site in the search results,
00:31so you want to also make sure this is well-crafted.
00:34What are the Meta keywords and then Meta descriptions for the pages in the
00:39Hansel and Petal website?
00:41What keywords should be worked into the content?
00:43Identifying keywords is relatively straightforward.
00:46Think about what terms best describe what is happening on your page and what
00:51people might type into a search engine to find the page.
00:54Tools like Wordtracker and Google's Keyword tool are great for determining how
01:00often certain terms are searched for.
01:02It can also suggest good keywords to include on your pages in your content.
01:07We are looking at the Google Keyword website at www.googlekeywordtool.com
01:17and you'll notice the box up here, in the upper left-hand corner for the
01:21Google Keyword tool.
01:24This is where you can research keywords for any page of your website.
01:28What we are going to do is generate some ideas for keywords to use on a particular page.
01:35So let's say we want to look for flowers, weddings, and Los Angeles.
01:45We are going to type in our little special characters to prove that we are
01:49humans and we are going to say Get keyword ideas.
01:57Down here at the bottom of the web page, we will see how many times each of these
02:01keywords are used when doing searches on Google.
02:04For example, the term flowers, the very first thing on this list, was searched
02:10millions and millions of times in September, and globally.
02:14Weddings was another word we typed in and we can see how many times that was searched for.
02:20Then what this tool does is start to combine the words 'flowers' and 'wedding' in a
02:25bunch of different ways, and also Los Angeles weddings is also in our list.
02:31So, this will give you some ideas of types of phrases that you might wish to
02:34include on your content.
02:37Just because there are millions and millions of searches for a particular phrase
02:41doesn't necessarily mean you should include it on your page.
02:45The fact that 16 million people have searched for flowers may actually be a drawback.
02:51You want them to search for your specific kinds of flowers, flowers for
02:55weddings in Los Angeles.
02:59If you have a page that already has content on it, you can search for the
03:04Website content option here.
03:07The Website content option allows Google to analyze one of the pages on
03:12your website and it will identify special keywords that appear frequently on that page.
03:20You can then purchase ad words advertising for that web page based on those
03:24keywords and your ad should do very well in the ad words listings.
03:29Now let's think about Meta descriptions.
03:31Earlier I did a search for kayak and boat and I pulled up a page full of results.
03:37The Meta description is used on this particular search page.
03:41It displays right after the link.
03:44So here is the link, this blue underlined text.
03:47And the text right after that, which is black, is the text that is typically
03:52driven by the Meta description on your website.
03:55Each page should include this description with a compelling reason to click
03:59through to the full page of the website.
04:02So the inflatable kayak specialists here, The Boat People, are your source for
04:07new or used inflatable kayaks, canoes, whitewater river rafts and all other
04:11gear necessary to make your paddling adventures safe.
04:14If I click through this link, you will see we go to their website and it is
04:18exactly what we expected.
04:20Now that we know how important keywords and descriptions are to our content, we
04:24need to add these to our content spreadsheet.
04:27So, I am going to go back to Google Docs.
04:30This is the document that we developed in the previous video.
04:33If you are not already in your Google Document, you may want to log in and start
04:38to edit your spreadsheet again.
04:40I filled in the document with all of the information from the previous video.
04:45Now, I am going to add two more columns. One will be for keywords, and one will
04:51be for descriptions.
04:54Under any of these pages, I can then type in keywords that will help drive
04:58traffic to the website.
05:00This will help Hansel know that these are keywords he should be using in the
05:04design of his content for this particular web page.
05:08So perhaps for your special event I want to use the words 'flowers', 'weddings',
05:16'party' and 'board meeting'.
05:20A description for this page might be something like, "Hansel & Petal are LA's
05:30"flower specialists for your big event.
05:37"We feature flowers for weddings, corporate functions, board meetings,
05:49"holiday parties, and more."
05:54We don't want to go too long. As you saw with our previous example of a Meta description,
06:00it actually got cut off in the Google search results and it didn't fully display.
06:05So, you want to keep your descriptions short and to the point.
06:09Now I could go through and I could fill in these descriptions for each one of
06:12these content items, or I could leave them to the person who is responsible for
06:16writing the content for the web page.
06:19Just like when you write a term paper, the last thing you write is the
06:23introductory paragraph and the conclusion, you may want to save writing your
06:27Meta description until after you have actually written the content for the web page,
06:32so that you can clearly write a short concise Meta description for that page.
06:37Planning keywords ahead of time leads to stronger content and better search
06:41engine optimization results.
06:43It doesn't add a lot of time to the process,
06:46since you will want to make sure your content is loaded with great keywords for best results.
06:51Be sure to write concise, compelling descriptions as well, so you can drive lots
06:56of traffic from search engines to your website.
Collapse this transcript
Adding and tracking images and supporting files
00:00If there are specific photos or drawings associated with the content, or if the
00:03page requires a PDF or other supporting documents, this can also be included on
00:09the content spreadsheet.
00:11How big are the images? Where do they go? And is there a special treatment for
00:15them? How are they being delivered?
00:18All of these questions are important and should be addressed in spreadsheet.
00:21For example, Hansel and Petal are thinking about having their Corporate
00:27Functions webpage look just like this.
00:30Note the three small images here inside the design.
00:35Notice that they are all about the same width, but some are taller than the others.
00:39The designer here very specifically showed what it would be like to have some
00:44images that were taller and some images that were shorter along with a little
00:48bit of text next to it.
00:50Some clients are very bothered by different size photos, whereas other clients,
00:55it doesn't bother them at all.
00:57Some clients may say that the Rent Greenery item down at the bottom needs more
01:02content to feel more balanced than it does now,
01:05but the designer is trying to show possibilities in this comp.
01:09In any case, what you should tell your client is that for the pictures on this
01:14particular webpage, you need to be sure to specify the width of each of the
01:18photos and I would specify the height of the Rent Greenery photo so that, perhaps,
01:24is the maximum height for a photo in that position, and you may wish to make it
01:29clear what the height is for the smaller photos.
01:32That way the client understands the range of photo sizes that are possible for this webpage.
01:37If we had images that were going in a header or a column in this design, which
01:41we don't in this particular mockup, but if we did, we would want to be sure to
01:46communicate those exact dimensions that would be required.
01:49Likewise, sometimes there are PDFs, Word documents, PowerPoint files and so
01:54forth that are associated with a particular webpage.
01:58These can all be treated like images in that they should have a certain place
02:02on the website, they are stored somewhere on your hard drive, and they need to
02:06be under a certain file size to be useful.
02:09So let's go ahead and set up our spreadsheet so that we can track these images
02:13and files that are coming in.
02:14We are going to add a few columns to our spreadsheet.
02:18First of all, we are going to add a column called Supporting file names.
02:23We will add a column describing the location on the webpage.
02:28This is likely to be a short description, something like left column, right
02:32column, content area, header or something like that.
02:35File location, so we know where on the hard drive we have saved the file.
02:41A column called Arriving by, so that we know whether to expect the file by
02:46e-mail or by DVD, and the Person responsible.
02:53Sometimes the Person responsible is not the same as the person who is
02:56responsible for the content.
02:58It may, in fact, be the same person, but for example, if you are expecting
03:03three images for a particular content page, it may be the responsibility of the
03:07graphic designer to deliver those images and not the person who is writing the content.
03:12That's why we have a separate column for that.
03:13I am going to check my e-mail and see if I have any files that have arrived for this website.
03:19Over here in my Gmail, I see that Petal Jones has sent me some files for the Wedding page.
03:25I am going to go ahead and open the e-mail.
03:27It says, "Hi Jen, please see the attached photo and brochure for the
03:31wedding events page."
03:33So, she would like to include a specific picture to be used on that page as well
03:37as a PDF, which will tell more information about their wedding services.
03:43I am going to go ahead and save these attachments individually by clicking
03:47the Download button.
03:48If I click the Download All Attachments button in Gmail, this will zip together
03:53all the attachments and save them as a zipped file. I don't want that.
03:56I'd like to have the individual photos and the individual PDF instead.
04:00So, I am going to click the Download button and I am going to download this to
04:06the location on my hard drive that I have set up for my Hansel and Petal assets.
04:11And I am going to repeat that process for the PDF, saving the file to my hard drive.
04:19Now we are going to go back to our webpage and I am going to find my row of
04:25information here about weddings.
04:27I have highlighted that row by clicking on the number on the left hand column
04:31here and I am going to go to these Supporting file names column and I am going
04:37to type in the names of the files that I just downloaded.
04:40That was red rose 01.jpg and wedding brochure.pdf.
04:51The location on the webpage, the rose will go in the content area, and the PDF
04:59is a link from within the content.
05:05The file location for these assets where I have saved them is going to be on my
05:10hard drive, and I save everything to My Documents folder on my computer.
05:15Inside of My Documents folder, I have a folder called Hansel and Petal and
05:20that's where I am putting all of my assets.
05:23Those particular assets just happened to arrive.
05:26They arrived in my e-mail.
05:28It is possible that Hansel and Petal might put together a whole CD of images and
05:32send that to me later and I may want to mark off that some of the things arrived
05:37by CD, so that I would know to refer to a CD later.
05:41Since this particular set of assets arrived by e-mail, I'll make a note of that
05:45as well in case I need to go refer back to that e-mail.
05:48And the Person responsible in this case happened to be the same person who is
05:51responsible for the content, Petal Jones.
05:55It may seem like you are taking an awful lot of time to track the
05:58supporting content upfront.
06:01You might be inclined to throw all of your photos and PDFs in a folder on your
06:04hard drive and forget about them until you need them or even worse, just leave
06:08them in your e-mail.
06:09However, you are likely to do just that, forget about them, causing you to
06:13do extra work later.
06:15Tracking them in the spreadsheet will save you from floundering to find a
06:19specific image the client wants on a certain page of content.
Collapse this transcript
Ending with the home page
00:00The homepage is traditionally where your client will want to start working on this project,
00:04right after they talk with you about color choices, instead of starting with strategy.
00:09However, you should think of the homepage as the cover of a book or the
00:14introductory paragraph to a research paper.
00:17It's one of the last things you should work on.
00:20Get clear on what's happening inside the site and hone your message there first.
00:24Once it's clear what's happening within the site, then go back and think about
00:29what elements should be on the homepage.
00:31Some clients claim they want a clean home page in which there is very little
00:35content at all and just maybe a lot of photos.
00:40This works for some very image-heavy clients, like architecture firms, fashion
00:45sites, and other sites where photos tell the whole story.
00:49However, for most sites, a series of photos doesn't work well at all, at least
00:54as the only element of the homepage.
00:57For search engines, you'll want to include some keyword rich text that clearly
01:02spells out what the site is and what it does.
01:05That text will also help some first-time visitors.
01:09You may want some content that turns over frequently to keep the homepage fresh.
01:14Good options are your most recent blog post, your most recent news post, or a
01:19recent photo posted from your photo gallery.
01:22You may want to feature a product or service on the homepage as well.
01:26In the case of Hansel & Petal, they've been working hard with a graphic designer
01:31and they have come up with a homepage design that looks like this.
01:34Across the top is the keyword rich text that I just described.
01:39It's a brief introduction with a link to Read more, if you wish, along with
01:43some sample photographs.
01:45Underneath, is a blog posting from Kirk Hansel, about a recent pink centerpiece
01:50that he created for one of his favorite clients.
01:54Over on the right-hand side is a photo from their photo gallery.
01:58In this case, it's a flower on some restaurant plates.
02:01We are also including some information about how to sign up for their
02:05newsletter and we're featuring a call-out linking to their commitment on the environment.
02:11This will link to keen on green page in the main navigation.
02:15It would have been very hard to design this homepage without designing all of
02:19the inside pages first.
02:21We wouldn't know that we would have a blog that we could draw from to
02:24put content on the home page, nor would we know that we had a photo
02:28gallery available to us.
02:30Because Content Management Systems make it easy to include content from other
02:34areas of your website, it makes sense to design your homepage last, after you've
02:39thought about all of the other pages on your website.
Collapse this transcript
Conclusion
Goodbye
00:00Now you have a plan in place for your website. Congratulations!
00:04Since you completely understand what you're going to build, it should be a
00:07relatively straightforward process.
00:10Now you may need to go beef up your skills for building websites by
00:14watching some other lynda.com titles, maybe about Dreamweaver or a Content Management System.
00:20Site planning is extremely important.
00:22No matter what kind of site you're building, or how big or small it is, a plan
00:27is never a waste of time.
00:29It will always save you time in the end because ultimately, the questions you've
00:34learned to ask here must be asked eventually.
00:37It's much easier to ask them before the coding starts than having to go back and
00:41re-code everything over and over again.
00:46You save yourself hours of headaches later by planning before building your site.
00:51It also allows you an opportunity to find out what each addition to the site
00:55does strategically and how it supports your client's goals and objectives.
01:00Gives these tips a try on your next website project.
01:04Once you get used to the process, you will never be able to go back to your old
01:08way of building a website.
01:10I'd like to give special thanks to Angela Buraglia and Fatima Anes for all of
01:16their wonderful help with the graphic designs used in this title.
01:20I'd also like to thank Kirk Warner for playing the part of Kirk Hansel in this
01:25title and I'd really like to thank Samara Iodice, my fabulous producer, without whom
01:32this title would have not been nearly so great.
01:35Thank you all so much for watching.
Collapse this transcript


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