NTC Drupal Day: Early Investment, Better Website
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Transcript of NTC Drupal Day: Early Investment, Better Website
![Page 1: NTC Drupal Day: Early Investment, Better Website](https://reader033.fdocuments.us/reader033/viewer/2022052906/558e348a1a28abf63f8b463b/html5/thumbnails/1.jpg)
you should take before rebuilding your website
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Assemble the project team 1
Define your project scope 2
Assess resource options 3
Contact potential partners 4
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Post your RFP 5
Evaluate the talent 6
Establish project protocol 7
Secure a long-term relationship
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ASSEMBLE YOUR
PROJECT TEAM
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Keep to an effective size
Understand the time commitment
Prioritize big picture
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Be willing to hurt feelings
Work well in groups
Fill key team roles
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Cat herder
The authority
‘NO’ person
Brand watchdog
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Organization liaison
Content king
Technical lead
Worker bees
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DEFINE YOUR
PROJECT SCOPE
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![Page 11: NTC Drupal Day: Early Investment, Better Website](https://reader033.fdocuments.us/reader033/viewer/2022052906/558e348a1a28abf63f8b463b/html5/thumbnails/11.jpg)
Clarify your needs
Get stakeholders on the same page
Proof of business case
Ability to stop project as needed
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Who is your organization?
Why are you rebuilding your website?
Who are your users?
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What do your users need?
What is your priority?
What are your available resources?
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ASSESS RESOURCE
OPTIONS
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Employees
Contractors
3rd Party Solutions
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More affordable
Learn site inside and out
Already hired – skip RFP process
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Already have day jobs
Missing expertise
Difficult to get approval
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Expert in the field
Purchase block of time
Outside perspective
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Expensive
Work remotely
Missing institutional knowledge
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Best-of-Breed
Available now
Can remove site bloat
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Must compromise
Can quickly change
You are just a number
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CONTACT POTENTIAL
PARTNERS
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Cons, camps, and meet-ups
Drupal.org
Industry sites, blogs, webinars
Talk to your friends…and enemies
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Ensure good talent responds to RFP
Survey of the landscape
Reality check on scope and budget
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New ideas to consider
Sense of your project’s crazy
Consider sending a pre-interview
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POST YOUR
RFP
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Direct about scope/timeline/budget
Specify what is flexible & what isn’t
Exchange commitments in writing
Break large projects into pieces
Allow for conversations
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Provide limited information
Specify every single detail
Speak only to the sales team
Ask for spec work
Require a labored response
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EVALUATE THE TALENT
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Using Drupal for 3+ years
Team active in Drupal community
Proven experience with features
Breadth of web services
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Similar sized organization
Motivated by similar missions
Communications is easy
Willing to work AND drink together
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Can agree upon a start date
Rate/budget is not a stretch
Process style works for your team
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Sites looks and work well
Wide range of work
See similar features you need
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Work with nonprofits
Genre overlap with some clients
Similar sized budgets and scopes
References check out
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Proposal fits your RFP perfectly
Won’t maintain their work
Don’t respond quickly
Team growing rapidly
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ESTABLISH PROJECT
BOUNDARIES
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Scope limitations
3rd party integration and custom code
Brand changes
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Determine budget parameters
Track the budget
Plan for a contingency
Discuss long-term costs
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Prepare for a start date
Determine launch date drivers
Wait to create a full timeline
Discuss why timeline might shift
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SECURE A LONG-TERM
RELATIONSHIP
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Be their cheerleader
Listen to each other
Respect your commitments
Be honest, direct, and transparent
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Remember – you are humans
Formalize new projects
Have fun!
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Figure out what you want 1
Meet good people 2
Be nice to each other 3
Live happily ever after 4
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