Managing EERE Web Projects Presenter: Allison Casey January 30, 2008

Process and Approvals for Development of EERE Web Sites

Phase I: Concept Development Kick-off meeting Charter Content outline Draft architecture Graphical mockups URL  Checkpoint

Kick-Off Meeting Site purpose Audience Project scope Budget Schedule Roles Statistics needs News and events Unique application or database needs Please notify the Web Template Coordinator of your intention to build a site as soon as possible.Web Template Coordinator

Project Charter An agreement between team and DOE project lead Use template on the standards site.template

Charter Elements Background Statement of Need –What problem are you trying to solve? Scope –Primary purpose and deliverables involved –What is NOT included? Overall Purpose –How does your project fit into EERE Web site? –How is it different than existing content? –How can existing content be leveraged?

Charter Elements (cont.) Site Goals - within the context of the program or site –How will this project help the program further its mission? –What are the desired results of this project? –What are your criteria for success? –How will you measure success?

Charter Elements (cont.) Audience –Who will use the deliverables? Project Description and Deliverables –Any special applications needed? –Which template will be used? Assumptions –All sites will go into the EERE Template and RedDot Content Management System Schedule and Budget.

Identify Content Inventory existing content Outline new content needed What content does your audience need to complete their tasks?

Draft Architecture Create draft architecture and navigation labels for mockups Refer to Library of Approved Navigation LabelsLibrary of Approved Navigation Labels Determine how subsites will fit into program sites.

Create Graphical Mockups All sites will go into an approved EERE Template and the RedDot Content Management System Create mockups of: –Home page –Sub-pages –Any subsites.

Determine URL Follow standards for domains and file naming conventions and directory structuredomainsfile naming conventions and directory structure All new sites must be on EERE's servers The EERE Web Manager must approve any exceptions.EERE Web Manager

 Review and Approval Checkpoint Submit charter to EERE Web ManagerEERE Web Manager Submit the following to DOE Project Lead and Web Template Coordinator: Web Template Coordinator URL Mockups Requirements for special applications (if applicable) Justification for using a different template (if applicable)

Phase II: Content Write content –See content standards and content QA checklistcontent standardscontent QA –Follow EERE style guideEERE style guide Optimize content Select and format images and documentsimagesdocuments Finalize architecture.

 Review and Approval Checkpoint Submit final navigation labels to the Web Template Coordinator, who will coordinate approval.Web Template Coordinator

Phase III: Production Create navigation and header graphicsgraphics Prepare content for coding Code the site –All sites will go into the RedDot content management system.

 Review and Approval Checkpoint Ensure the following are completed: Coding assessment using QA checklistQA checklist Applications not hosted on the central EERE infrastructure undergo a security scan.

Phase IV: Approval & Site Publishing Schedule QAs through Web Template CoordinatorWeb Template Coordinator –Technical –Template –Content –Search and optimization. Make changes based on results of QAs Coordinate pre go-live tasks –Redirects/bookmarks –Go-live date Send for Program review.

 Review and Approval Checkpoint Ensure the following are completed: All critical changes identified in QA are made Obtain review and approval from EERE reviewers Obtain approval to go live through the Web Template Coordinator, who will coordinate with the EERE Web Manager.Web Template Coordinator Go Live!

Phase V: Maintenance & Ongoing Refinements Write a maintenance plan Consider further site analysis Stay informed –Join the listserv –Check the blog and add your comments

Write a Maintenance Plan Use maintenance plan templatetemplate Consider content and technical tasks, including link scans, contact updates, and technical reviews –How often? –Who completes? –Can tasks be spread throughout the year?

Consider Further Site Analysis Usability testing Content analysis

Stay Informed Subscribe to standards listservSubscribe Read and comment on the standards blog.blog

 Review and Approval Checkpoint Submit maintenance plan to EERE Web Manager and Web Corporate Content Coordinator.EERE Web ManagerWeb Corporate Content Coordinator

Standards Resources Process and Approvals Project Charters Approved Navigation Labels Domains and URLs File Naming Conventions Content Standards Content QA Checklist Style Guide Search Optimization Graphics Standards Native File Standards QA Checklist Maintenance Plans Content Analysis Subscribe to Standards Listserv Communication Standards Blog