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Web ReDesign 2.0: Workflow that Works, Second Edition

Book Description

If anything, this volume's premise--that the business of Web design is one of constant change-has only proven truer over time. So much so, in fact, that the 12-month design cycles cited in the last edition have shrunk to 6 or even 3 months today. Which is why, more than ever, you need a smart, practical guide that demonstrates how to plan, budget, organize, and manage your Web redesign - or even you initial design - projects from conceptualization to launch. This volume delivers! In these pages Web designer extraordinaire Kelly Goto and coauthor Emily Cotler have distilled their real-world experience into a sound approach to Web redesign workflow that is as much about business priorities as it is about good design. By focusing on where these priorities intersect, Kelly and Emily get straight to the heart of the matter. Each chapter includes a case study that illustrates a key step in the process, and you'll find a plethora of forms, checklists, and worksheets that help you put knowledge into action.This is an AIGA Design Press book published under Peachpit's New Riders imprint in partnership with AIGA.

Table of Contents

  1. Copyright
    1. Dedications
  2. About the Authors
  3. About the Tech Editors
  4. Acknowledgments
  5. Foreword
  6. Introduction
    1. A Tool Kit in a Book
    2. How This Book Is Organized
    3. Who Is This Book For?
      1. Who Are You?
      2. What Kind of Company Are You?
    4. Who Is the Client?
    5. What This Book Is Not
      1. This Book Is Not a Technical Manual
      2. This Book Is Not a How-To Design Manual
      3. This Book Is Not a How-To Manual for Usability Testing
    6. www.web-redesign.com
  7. Case Study: Baby Center
  8. 01. Keys to a Successful Redesign
    1. Why This Book Right Now?
    2. Presenting a Workflow That Works
  9. Case Study: Port of Seattle
  10. 02. Core Process Overview
    1. Phase 1: Define the Project
      1. Discovery
        1. Distributing/Collecting/Analyzing Surveys
        2. Collecting Existing Materials from the Client
        3. Understanding Your Audience
        4. Identifying Your Audience's Technical Capabilities
        5. Identifying Backend Programming Needs
        6. Analyzing Your Industry
      2. Clarification: Determining Overall Goals
        1. Preparing a Communication Brief
      3. Planning
        1. Creating a Project Plan
        2. Setting the Budget
        3. Track Time
        4. Creating Schedules
        5. Assigning Your Project Team
        6. Setting Up Staging Areas
        7. Planning for User Testing
        8. Kicking Off the Project
    2. Phase 2: Develop Site Structure
      1. Content-View
        1. Addressing and Organizing Content
        2. Auditing Existing Content
        3. Outlining Content
        4. Creating a Content Delivery Plan
      2. Site-View
        1. Sitemapping
        2. Addressing Existing Site Organization
        3. Setting Naming Conventions
      3. Page-View
        1. Wireframing
        2. Addressing Navigation
        3. Naming and Labeling
      4. User-View
        1. Defining Key User Paths
        2. Developing the HTML Protosite
    3. Phase 3: Design Visual Interface
      1. Creating
        1. Reviewing Site Goals
        2. Developing Concepts
        3. Presenting Designs and Gathering Feedback
      2. Confirming and Testing Flow and Functionality
      3. Handing Off
        1. Producing Graphic Templates
        2. Creating a Design Style Guide
    4. Phase 4: Build And Integrate
      1. Planning
        1. Assessing Project Status
        2. Establishing Guidelines
        3. Setting File Structure
      2. Building and Integration
        1. Slicing and Optimization
        2. Creating HTML Templates and Pages
        3. Implementing Light Scripting
        4. Creating and Populating Pages
        5. Integrating Backend Development
      3. Testing
        1. Creating a QA Plan
        2. Conducting QA Testing
        3. Prioritizing and Fixing Bugs
        4. Conducting a Final Check
    5. Phase 5: Launch And Beyond
      1. Delivery
        1. Completing the Production Style Guide
        2. Creating the Handoff Packet
        3. Tracking Documentation
        4. Conducting a Postlaunch Meeting
        5. Scheduling Maintenance Training
      2. Launch
        1. Preparing an Announcement Plan
        2. Optimizing for Search Engines
        3. Launching the Site
      3. Maintenance
        1. Assessing Maintenance Team Capability
        2. Developing a Maintenance Plan
        3. Confirming Site Security
        4. Planning Iterative Initiatives
        5. Measuring the Success of the Site
    6. Chapter Summary
  11. Case Study: Janus
  12. 03. Phase 1: Define the Project
    1. Gathering Information
      1. The Client Survey
      2. Customizing the Client Survey
      3. Analyzing the Client Survey
      4. The Maintenance Survey
    2. Understanding Your Audience
      1. Outlining Technical Requirements
      2. Understanding Audience Capabilities
      3. Analyzing Audience Capabilities
      4. Determining Technical Needs
    3. Analyzing Your Industry
    4. Understanding Discovery
    5. Determining Overall Goals
    6. Preparing a Communication Brief
    7. Creating a Project Plan
      1. Details and Assumptions
    8. Setting the Budget
      1. Understanding Scope Creep
      2. Estimating: What and How to Charge
      3. Tracking Time
      4. Client-Initiated Changes
    9. Creating Schedules
      1. Overview Schedule
      2. Detailed Schedule with Deliverables
    10. Assigning Your Project Team
    11. Setting Up Staging Areas
    12. Planning for User Testing
      1. Developing a User Testing Plan
      2. What Are Online Surveys?
      3. What Is Focus Group Testing?
      4. What Is Usability Testing?
    13. Kicking Off the Project
    14. Phase 1 Summary
  13. Case Study: BearingPoint
  14. 04. Phase 2: Develop Site Structure
    1. Addressing Content
    2. Auditing Existing Content
    3. Outlining Content
    4. Creating a Content Delivery Plan
    5. Sitemapping
    6. Addressing Existing Site Organization
    7. Determining Site Structure
    8. Setting Naming Conventions
      1. Organizational Naming
      2. HTML Naming
    9. Wireframing
    10. Addressing Navigation
    11. Naming and Labeling
    12. Defining Key User Paths
    13. Developing the HTML Protosite
    14. Creating User Scenarios
    15. Phase 2 Summary
  15. Case Study: About.com
  16. 05. Phase 3: Design Visual Interface
    1. Starting the Creative Process
    2. Defining Smart Design
    3. Reviewing Site Goals
    4. Developing Concepts
    5. Designing for Your Audience
    6. Presenting Designs and Gathering Feedback
      1. Challenge
      2. Approach
    7. Confirming Flow and Functionality
    8. Testing Functionality
    9. Creating Graphic Templates
    10. Creating a Design Style Guide
    11. Phase 3 Summary
  17. Case Study: gotomedia, inc.
  18. 06. Phase 4: Build and Integrate
    1. Assessing Project Status
    2. Establishing Guidelines
      1. Scope Expectations Meet Scope Reality
      2. Readdressing Audience Capabilities
      3. Checking Content Status
      4. Checking Design Status
      5. Confirming the Backend Integration Plan
    3. Setting File Structure
      1. File Structure and Scalability
    4. Slicing and Optimization
    5. Creating HTML Templates and Pages
    6. Implementing Light Scripting
    7. Creating and Populating Pages
      1. Invisible Content
    8. Integrating Backend Development
    9. Understanding Quality Assurance Testing
    10. Conducting QA Testing
      1. Light/Informal QA
      2. Semiformal QA
      3. Formal QA
    11. Identifying, Prioritizing and Fixing Bugs
    12. Conducting a Final Check
    13. Phase 4 Summary
  19. Case Study: Melanie Craft
  20. 07. Phase 5: Launch and Beyond
    1. Handing Off
    2. Completing the Production Style Guide
    3. Creating the Handoff Packet
    4. Tracking Documentation
    5. Conducting a Postlaunch Meeting
    6. Scheduling Maintenance Training
    7. Going Live
    8. Prepping an Announcement Plan
    9. Optimizing for Search Engines
    10. Launching the Site
    11. Maintaining the Site
    12. Assessing Maintenance Team Capability
    13. Internal vs. External Maintenance Teams
    14. Developing a Maintenance Plan
    15. Confirming Site Security
    16. Planning Iterative Initiatives
    17. Measuring Success
    18. Phase 5 Summary
    19. Core Process Summary
  21. Case Study: Coldwell Banker Walter Williams
  22. 08. Testing for Usability
    1. Understanding Usability
      1. Getting Started
      2. Usability and Redesign
      3. When to Test
      4. Costs of Testing
    2. Conducting Usability Tests: A Four-Step Process
      1. Step 1: Plan and Prep
        1. Test Plans
        2. Task Lists
        3. Sample Test Script
      2. Step 2: Find Participants
        1. Screen Participants
        2. Profile Test Subjects
      3. Step 3: Conduct the Session
        1. Basic Data Collection
        2. After the Session
      4. Step 4: Analyze Data and Make Recommendations
        1. The Final Report
    3. Chapter Summary
  23. Case Study: WebEx
  24. 09. Working with Complex Functionality
    1. Gathering & Documenting Requirements
      1. Determining When Requirements Are Necessary
      2. Understanding Requirements
      3. Gathering Requirements
      4. Documenting Requirements
    2. Prioritizing, Rating, and Analyzing
      1. Prioritizing Business Needs
      2. Rating Requirements
      3. Analyzing Requirements
    3. Drafting a Functional Specification
      1. What to Include in the Functional Specification
      2. How Detailed Should the Specification Be?
    4. Getting Sign-Off
    5. Implementing the Functional Specification
      1. Integrating Your Efforts
      2. Preparing to Launch
    6. Chapter Summary
  25. Case Study: Banana Republic
  26. 10. Analyzing Your Competition
    1. Formal Industry Analysis vs. Informal Features Analysis
      1. Becoming an Expert in the Client's Industry
    2. Conducting an Analysis
      1. Step 1: Defining the Process
        1. Building a Plan for Analysis
        2. Defining the Competitive Set
        3. Categorizing Your Competitive Set
      2. Step 2: Creating a Features List
      3. Step 3: Conducting Analysis and Testing
        1. Performing Individual Evaluations
        2. Conducting Informal Usability Testing
      4. Step 4: Creating a Final Report
        1. Creating a Features Grid
        2. Making Overall Evaluations
    3. Chapter Summary
  27. Colophon