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.

Project Charter• An agreement between team and DOE

project lead

• Use template on the standards site.

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 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 structure • All new sites must be on EERE's servers • The EERE Web Manager must approve any

exceptions.

Review and Approval CheckpointSubmit charter to EERE Web ManagerSubmit the following to DOE Project Lead and

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 checklist– Follow EERE style guide

• Optimize content• Select and format images and documents• Finalize architecture.

Review and Approval Checkpoint

Submit final navigation labels to the Web Template Coordinator, who will coordinate approval.

Phase III: Production• Create navigation and header graphics

• 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 checklistApplications not hosted on the central EERE

infrastructure undergo a security scan.

Phase IV: Approval & Site Publishing

• Schedule QAs through Web 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 CheckpointEnsure the following are completed:

All critical changes identified in QA are madeObtain review and approval from EERE

reviewersObtain approval to go live through the

Web Template Coordinator, who will coordinate with the EERE Web Manager.

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 template• 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 listserv

• Read and comment on the standards blog.

Review and Approval Checkpoint Submit maintenance plan to

EERE Web Manager and Web 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