Creating an in-house guide for advisors BEYOND THE BULLETIN CONNIE HANSON AND SHARON HAY UNIVERSITY DIVISION ADVISORS INDIANA UNIVERSITY

Sticky notes on computers Files with handouts Notes from staff meetings Paper Colleague down the hall Instant Message a Friend Call supervisor People s Websites Texts and Tweets Tech INFORMATION OVERLOAD

THE BOOK ERA

 First manual produced  Used in training  Resource guide used by advisors  Updated annually THE BOOK ERA

THE ONCOURSE ERA

Advantages  Saved paper  Updates on the fly  Access from anywhere  Ease of cross-reference Disadvantages  Book model  No search engine  Hierarchical structure  Navigation of site THE ONCOURSE ERA

THE BIG BANG CONSOLIDATION

UD Guidelines InformationLockboxServer Templates BIG BANG CONSOLIDATION

 Easily updated by various shareholders BIG BANG CONSOLIDATION

 Easily updated by various shareholders  Search functionality BIG BANG CONSOLIDATION

 Easily updated by various shareholders  Search functionality  Sophisticated “widgets” for scheduling, address book BIG BANG CONSOLIDATION

 Easily updated by various shareholders  Search functionality  Sophisticated “widgets” for scheduling, address book  A library function for storing Word files, pictures, spreadsheets in one location BIG BANG CONSOLIDATION

 Easily updated by various shareholders  Search functionality  Sophisticated “widgets” for scheduling, address book  A library function for storing Word files, pictures, spreadsheets in one location  Accessibility from anywhere BIG BANG CONSOLIDATION

 Easily updated by various shareholders  Search functionality  Sophisticated “widgets” for scheduling, address book  A library function for storing Word files, pictures, spreadsheets in one location  Accessibility from anywhere  Password protected BIG BANG CONSOLIDATION

 Easily updated by various shareholders  Search functionality  Sophisticated “widgets” for scheduling, address book  A library function for storing Word files, pictures, spreadsheets in one location  Accessibility from anywhere  Password protected  Web look and feel BIG BANG CONSOLIDATION

THE WORDPRESS ERA

 Look and Feel  Functionality  Usability Testing  Developing the Site  Launching the Site  Maintenance of the Site THE WORDPRESS ERA

 Look and Feel  Google site, Sharepoint, Website, Wiki, Wordpress  So many themes, so many colors  University Division homepage  Functionality  Usability Testing  Developing the Site  Launching the Site  Maintaining the Site THE WORDPRESS ERA

 Look and Feel  Functionality  Categories and grouping of content  Widgets  Search engine  Technology reality check  Usability Testing  Developing the Site  Launching the Site  Maintenance of the Site THE WORDPRESS ERA

 Look and Feel  Functionality  Usability Testing  Inviting participants – individual and group  What makes sessions more fun?  Procedure – “What would you expect to find?” and scenarios  Results  Redesigning  Developing the Site  Launching the Site  Maintenance of the Site THE WORDPRESS ERA

 Look and Feel  Functionality  Usability Testing  Developing the Site  Creation of pages  Delegation of migration tasks – all hands on deck!  Identifying section responsibilities  Launching the Site  Maintaining the Site THE WORDPRESS ERA

 Look and Feel  Functionality  Usability Testing  Developing the Site  Launching the Site  Easing the transition  Desktop icon created  Trouble shooting process  Announce to staff  Access to all advisors  Maintaining the Site THE WORDPRESS ERA

 Look and Feel  Functionality  Usability Testing  Developing the Site  Launching the Site  Maintaining the Site  May spring cleaning  “There’s always something” updates  alerts of new content to advisors  Responding as needs arise THE WORDPRESS ERA

 Technology glitches  Tracking progress  Advising and innovating – Oh my!  Committee structure evolution  “I am a sad panda” LESSONS LEARNED

I AM A SAD PANDA