Institutional Web Management Workshop 2015

At the end of July I attended my first Institutional Web Management Workshop. It was a great event where I learned a lot from colleagues in similar web roles at other UK universities.

The central themes coming through all talks at the conference were:

  • digital transformation – across the university not just focused on the website
  • user experience – a focus on people, not systems
  • working in an agile way – to enable continual development

Digital strategy: people, process, systems

Those of you who’ve been reading my blog for a while will know that I’m a keen sketchnoter. At the conference I experimented with a new style of sketchnote. Instead of drawing a note covering a whole talk, I isolated single quotes and ideas into separate sketches. This worked well, for me and also other attendees who shared my quick sketches widely on Twitter. I’ve since digitised some of them and made them available via my website.

I’ve written a guest post for the organiser, Brian Kelly. This goes into more detail about my key takeaways from the event. You can read it on the UK Web Focus blog: Reflections on IWMW 2015 by Emma Cragg.

Content strategy – a conversation with Kristina Halvorson

In June GatherContent ran a live Q&A with Kristina Halvorson on the topic of content strategy for redesign projects.

Kristina tackled 20 questions from the audience in 90 minutes. You can listen to the Q&A recording on the GatherContent blog.

Here are my key takeaways.

Content strategy is not copywriting

Not all copywriters are strategic thinkers. Copywriting is one element of content strategy. It also includes:

  • content inventories and audits
  • setting objectives/ goals for content
  • informing the future development and governance of content

How can we make people care about content strategy?

It’s a sad truth that nobody really cares about content strategy (other than content strategists of course). The best way to make people care about anything is to demonstrate why it’s important and what problems it can solve. It’s no different with content strategy. Sell the benefits.

Linking strategies for online and offline content

I deal with a lot of clients who miss the connection between the content they produce for print and the content on their websites. Here are some questions to ask yourself when linking or combining strategies for online and offline content:

  • What are the needs and expectations of each?
  • How are they linked?
  • Can content be reused?
  • How will content be updated/deleted?
  • What are the priorities?
  • What is in place for workflow and governance?

Content and style guidelines need to be linked to training

We need to support our clients who are writing content, not just hand them the guidelines and leave them to get on with it. We should be teaching them why the guidelines are important first and then make sure we’ve made it as easy as possible to follow them.

Managing content around an event

Tips to ensure content created for an event is relevant before, during and after:

  • build a community through a blog, talk about key themes and issues, start the conversation
  • use twitter for real time engagement with your community at the event and those participating remotely
  • share outcomes and resources through your blog and other channels, eg Slideshare

Essential elements of a project postmortem

When the project is done and dusted how are you going to review it? Here’s Kristina’s advice:

  • get all stakeholders in a room with a neutral facilitator
  • review the core outcomes
  • link the outcomes to the project goals
  • review what worked well and what didn’t

Conclusion

So much was covered in the 90 minutes that just reading through my notes to write this post my head is popping. There’s scope for further discussion around all of these takeaways – to keep the conversation going share your thoughts and questions in the comments.

Further reading

In defence of Lorem Ipsum – Karen McGrane

How agile and lean principles can improve content strategy and governance – Josh Tong

Using Trello for Collaborative Task Management

On Twitter this morning Doug Belshaw asked for recommendations for tools to get people out of their email for internal communications.

A few people mentioned Trello and this elicited the further question of how it can be used collaboratively:

In the web team at Newcastle University we’re using Trello in three ways:

  • as an editorial calendar
  • for workload planning
  • for project task management

We have multiple boards, with four in regular use. Typically each task gets a card. As work on the task progresses it moves through a series of lists, which map to a process.

Work on the tasks and activity on the boards happens daily. Although each board is reviewed by all team members in person, usually at a monthly meeting.

The editorial calendar

Our blog writers and editors (a team of five) use this board to plan posts for our team blog. We took the inspiration from Trello’s own editorial calendar.

The lists that map to the stages in the production of a blog post are:

  • post ideas
  • planning
  • writing
  • ready for editing
  • scheduled

Each card has two people assigned to it; one writer and one editor. We use the comments to identify who is in which role.

Cards are archived once the post is published.

The calendar power-up allows us to get a visual overview of what’s coming up on the blog. We use the voting power-up to identify which topics on the post ideas list should be produced next.

Workload planning

Our whole team – that’s 11 people – use this board. We use it for planning tasks that we identify as business as usual. As project requests come in they’re added to a list of tasks to assign.

In our weekly team meeting we review the board, and assign tasks to people. We have one list per month. Once a task has been assigned it’s moved into the list for the month when it will be worked on.

At the end of each month the list is reviewed and archived. Any tasks that are still in progress are moved.

I find using Trello in this way helps us to maintain awareness of what all other team members are working on. We use checklists, comments and attachments to collaborate on tasks when input is needed from both the technical and editorial teams.

Project task management

This is our newest set-up and we’re still refining it.

We’ve got a board for the technical working group where all tasks relating to the development of components in our new CMS are recorded. Each component gets a card and moves its way through lists for:

  • scoping
  • design
  • build
  • testing
  • sign off

After sign off tasks are generated for the editorial team around content standards and training. We’ve got a separate board to manage these. This has a simpler process with lists for:

  • discussion items
  • tasks to assign
  • in progress
  • done

What we’re missing in these boards is a solution for prioritising tasks. We’re currently noting this in the card title – as high, medium or low – but there must be a better way.

We’re testing the card ageing power-up on these boards which changes the look of a card when it’s been idle for a set period. It also adds a date for when the card was last updated.

Conclusion

I think Trello helps us in many ways. Most notably to keep an overview of everything the team is working on and to increase transparency within the team.

It also feels much easier to pass tasks back and forth between team members, particularly when both technical and editorial input is needed.

Is your team using Trello for task management? If you’ve got any tips please share them in the comments.

If you’re interested in other options for collaborative task management then Doug has collated all the comments and recommendations he received in a wiki page on team collaboration.