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

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Presentation on theme: "Creating an in-house guide for advisors BEYOND THE BULLETIN CONNIE HANSON AND SHARON HAY UNIVERSITY DIVISION ADVISORS INDIANA UNIVERSITY."— Presentation transcript:

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

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

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4 THE BOOK ERA

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

6 THE ONCOURSE ERA

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8 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

9 THE BIG BANG CONSOLIDATION

10 UD Guidelines InformationLockboxServer Email Templates BIG BANG CONSOLIDATION

11  Easily updated by various shareholders BIG BANG CONSOLIDATION

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

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

14  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

15  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

16  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

17  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

18 THE WORDPRESS ERA

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

20  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

21  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

22  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

23  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

24  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

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

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

27 I AM A SAD PANDA

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