Académique Documents
Professionnel Documents
Culture Documents
Framework 03
Introduction 04
stage
4 Prepare For Launch 19
stage
6 Refine Your Efforts 28
Conclusion 31
Competitive Website Content Marketing Website Program Website Launch Website Program
Training Course
Analysis Tool Solution Study Strategy Scorecard Checklist Metrics Dashboard
Web Optimization Website Program Vendor RFP Website Project Website ROI
Terms of Use Policy
Benchmark Report Maturity Assessment Charter Template Calculator
Tag Management
Web Requirements
Best Practices Guide
Building A Mobile
Website Governance
Friendly Website Guide
Website Roadmap
1 2 3 4 5 6
Set Goals & Analyze Your Design Your Prepare For Launch Your Refine Your
Timelines Needs Website Launch New Site Efforts
Introduction
How Does This Fit Into the Big Picture? How to Use This Playbook
The overall goals of a website redesign project can vary from one This playbook consists of six stages, each with a description, steps,
business to the next. However, a website redesign can serve any (or and action items. Action items include using our premium tools and
all) of the following purposes: templates. Our intention with this playbook is to help you:
Product A Product B
Marketing Plan Marketing Plan
WEBSITE REDESIGN 4
1 2 3 4 5 6
Set Goals & Analyze Your Design Your Prepare For Launch Your Refine Your
Timelines Needs Website Launch New Site Efforts
Introduction
WEBSITE REDESIGN 5
WEBSITE REDESIGN
STAGE 1
STEP 1 STEP 2
Build a Project Charter Outline Goal and Objectives
Use our Website Project Charter Template to organize your Use our Website Program Strategy Scorecard to outline
thoughts and gain buy-in and approval to move forward with your high-level goals, objectives, KPIs and target timeframes
your website redesign project. for your website redesign project over the next 12–18 months.
What do you need to know about the website project charter? Use the scorecard to document your high level business objectives
Critical Success Factor: Ownership. This document clearly for the new website. A few examples include:
identifies the Project Manager, who should lead the effort to Increase Visibility Online
create the Website Project Charter. Improve Customer Web Experience
The output of this step is a comprehensive document that Optimize Web Content
will facilitate the go/kill website redesign decision. Create New Lead Generation Channel
Our Business Case Template is another great resource for
helping to secure buy-in & get approval.
WEBSITE REDESIGN 7
2 3 4 5 6
Introduction
1 Analyze Your Design Your Prepare For Launch Your Refine Your
Needs Website Launch New Site Efforts
Set Goals &
Timelines
STEP 3
Create a Project Roadmap
Action Item
VIEW RESOURCE
WEBSITE REDESIGN 8
WEBSITE REDESIGN
STAGE 2
STEP 1 STEP 2
Audit Your Current Situation Understand Your Audience
Use the Website Program Maturity Assessment to evaluate Use the Website Usage Survey Template to get a better
your organization’s website program maturity. Based on the understanding of the way that your customers, employees,
results of this assessment, you’ll be able to benchmark your prospects and contractors interact with your website.
current situation and show measurable improvement over time.
Areas of evaluation include: The goal of conducting this survey is to help you understand
Strategy, Process & Skills Landing Pages and monitor habits, interests, and participation across your web
properties.
Clear Communication Lead Conversion
Be sure to encourage constructive feedback that you can incor-
User Friendliness & Easy Navigation Content porate into your website strategy. Also, if you’re using Google
Search Engine Optimization Analytics Analytics be sure to review your key metrics.
Social Media
Helpful Hint – Be sure to add any important insight to your
Customer Profile and Buyer Persona templates.
WEBSITE REDESIGN 10
1 3 4 5 6
Introduction Set Goals &
2 Design Your Prepare For Launch Your Refine Your
Timelines Website Launch New Site Efforts
Analyze Your
Needs
STEP 3 STEP 4
Review Your Competitors’ Websites Research Technology
Use the Competitive Website Analysis Tool to conduct an Use the following Demand Metric resources to asses your
objective apples-to-apples comparison of your website and wants and needs:
your top two competitors based on best practices.
Technology Considerations Resources
CMS? CRM?
Drupal, Wordpress,
Systems Security?
Salesforce, Etc.
ecommerce?
VIEW RESOURCE
Google Analytics,
Analytics Free? Paid?
Omniture
Blogs?
Social Media
This template will help you: Social Media Communities?
Playbook
Networks? Etc.
Identify strengths & weaknesses in your competitors’
websites Lead Nurturing?
Demand Demand Generation
Generate new ideas and/or requirements for your redesign Marketing
Generation Playbook
Automation?
The results of this analysis can also be used to support the business
case for a website improvement project. Once you have completed End Users? Mobile Marketing
the project, you can use this tool to demonstrate a measurable and Mobile
Cost/Benefit? Playbook
quantifiable improvement.
WEBSITE REDESIGN 11
1 3 4 5 6
Introduction Set Goals &
2 Design Your Prepare For Launch Your Refine Your
Timelines Website Launch New Site Efforts
Analyze Your
Needs
STEP 5
Conduct a Gap Analysis
Action Item
VIEW RESOURCE
This exercise will help you to identify goals and action items. You
will need to identify the following for each target item:
Current State
Goal State
Timeline
Action Items
The results of this analysis will lay the foundation of your website
redesign project.
WEBSITE REDESIGN 12
WEBSITE REDESIGN
STAGE 3
STEP 1 STEP 2
Determine Your Requirements Prioritize Your Requirements
Use our Website Requirements Document to help you Use our Website Requirements Priority Index to conduct
document business requirements for your website. a structured evaluation of the website requirements that
you obtained when completing the website requirements
document.
The results from this exercise will be prioritized using our web It’s important to customize this template according to your needs.
requirements priority index. In order to do so, you need to review the ranking criteria and
Determine requirements for each of the following stakeholders: ensure that it aligns with your business priorities. The default
sections are:
Executive Management Product Development
Strategic Fit
Marketing Department Operations Department
Business Value
Sales Department Finance Department
Feasibility
Customer Service Human Resources
WEBSITE REDESIGN 14
1 2 4 5 6
Introduction Set Goals & Analyze Your
3 Prepare For Launch Your Refine Your
Timelines Needs Launch New Site Efforts
Design Your
Website
STEP 3 STEP 4
Create a Feature Release Schedule Build a Wireframe
Use our Website Roadmap Template (Agile Release Create a basic illustration of the structure and components
Schedule tab) to document requirements, priority level and of your web page. Use the Ultimate Guide to Website Wire-
release dates of planned features on a project-by-project framing to get started.
basis.
Are future releases of a website absolutely required? What’s the difference between a wireframe, mock-up & prototype?
Most websites go through a natural evolution designed to Wireframes are generally the first step in the process.
provide new features and to stimulate engagement Mock-ups focus on the visual design elements of the site. These
The Agile Release Schedule was designed to help you keep are often very close or identical to the actual final site design.
track of both hard and soft requirements Prototypes are semi-functional webpage layouts that serve to
If you don’t plan to update your website, simply skip this step give a higher-fidelity preview of the actual site being built. This
stage precedes programming the business logic of the site.
WEBSITE REDESIGN 15
1 2 4 5 6
Introduction Set Goals & Analyze Your
3 Prepare For Launch Your Refine Your
Timelines Needs Launch New Site Efforts
Design Your
Website
STEP 5 STEP 6
Map Your Process Determine Your Website Budget
Map your process based on your objectives. If one of your Use our Website Design Budget Template to help you
objectives is lead generation, use our Lead Acquisition document the costs associated with your website redesign
Model to outline and communicate your lead gen & nurturing project.
process.
This is a great time to consider the use of landing pages. Landing Your Website Design Budget might include items like:
pages are a good option for gated content because: Development: CMS, Graphic Design, Flash, Photography,
they allow you to capture your prospects’ information Coding, Domain Name Registration, Images, Royalties, etc.
they encourage social sharing Integration: Demand Generation, CRM System, Online Ads,
they provide the opportunity for prospects to “opt-in” to Analytics, Hosting, etc.
future communications from you. Testing & Updates: SEO Consulting, Training, Live Testing,
Maintenance, etc.
Helpful Hint – If you don’t already have a marketing platform, get
approval with our Marketing Automation Business Case.
WEBSITE REDESIGN 16
1 2 4 5 6
Introduction Set Goals & Analyze Your
3 Prepare For Launch Your Refine Your
Timelines Needs Launch New Site Efforts
Design Your
Website
STEP 7 STEP 8
Prepare an RFP for Web Design Select the Right Website Design Firm
Use our Website Design RFP Template to create a request Use our Website Vendor Selection Tool to assess, score
for proposal (RFP) for website design services. and compare website vendors during the selection process.
WEBSITE REDESIGN 17
1 2 4 5 6
Introduction Set Goals & Analyze Your
3 Prepare For Launch Your Refine Your
Timelines Needs Launch New Site Efforts
Design Your
Website
STEP 9
Draft a Creative Brief
Action Item
Now that you have selected the right website design firm,
use our Creative Brief Template to communicate the stra-
tegic direction for creative development.
VIEW RESOURCE
Helpful Hint – From this point forward, your web firm will own
the process and you will focus on preparing for the launch.
WEBSITE REDESIGN 18
WEBSITE REDESIGN
STAGE 4
STEP 1 STEP 2
Map Your Existing Pages Create Content for New Pages
Use our Website Page Map Template to create a diagram of Now that you know where your existing web pages will be
your website and identify “Indexed Pages” and “New Pages” redirected, it’s time to start creating content for your new
in the space provided. website. Use our Content Marketing Contributors Database
to keep track of your content contributors.
Next, send the completed document to your website developer so Your goal is to fill in the gaps with content that includes:
that he/she can ensure a smooth transition to the new site. Copy for new pages
Important terminology: Copy for redirected pages
Site Map – a sitemap is a list of pages of a website acces- Graphics (images, diagrams, pictures, etc.)
sible to crawlers or users.
Videos (orientation, demo, etc.)
Redirects – URL redirection is a World Wide Web technique
Other (about us, resources, product info, etc.)
for making a web page available under more than one URL
address.
The goal here is to identify where pages should be redirected to.
WEBSITE REDESIGN 20
1 2 3 5 6
Introduction Set Goals & Analyze Your Design Your
4 Launch Your Refine Your
Timelines Needs Website New Site Efforts
Prepare For
Launch
STEP 3 STEP 4
Create an SEO Strategy Create a Social Media Strategy
Use the SEO Maturity Assessment to help you measure Use our Social Media Marketing Plan to create a results-ori-
your organization’s search engine optimization maturity, and ented social media marketing program that supports the
our SEO Keyword Database to gather information on the objectives of your website redesign project.
keywords that you are targeting.
A few important things to consider when it comes to SEO include: It’s important that your site is easy to find. However, it’s critical that
Keywords your site can be shared easily. If you haven’t already done so,
review our Social Media Marketing Plan to learn more about how
Link Building (directories, guest posts, content, etc.)
you can encourage social sharing.
On Page (Title Tags, Meta Tags, Heading Tags, Image Tags, If you’re in a pinch for time, you can start by adding social widgets
Alt Tags) to your website, blog and landing pages.
Helpful Hint – Blogs are great for SEO. If you don’t already
have a blog, you should definitely consider starting one!
WEBSITE REDESIGN 21
1 2 3 5 6
Introduction Set Goals & Analyze Your Design Your
4 Launch Your Refine Your
Timelines Needs Website New Site Efforts
Prepare For
Launch
STEP 5 STEP 6
Create a Content Marketing Strategy Create an Online Advertising Strategy
Use our Content Marketing Plan to create a results-oriented Use our Online Advertising Plan Template to outline key
content marketing program that supports the objectives of information about the ads that you will be running. This
your website redesign project. should include keywords and ad copy for the different ads
that you are testing.
There are many different types of content and you don’t have A few important things to consider when it comes to online ads
to use all of them. The following is a list of content types that are include:
popular among marketers today: Outline your goals
Videos ROI Calculators Understand ads from your audience’s perspective
Infographics Pricing Guides Have a clear call to action
eBooks Press Releases Test different ads
Articles Webinars Measure your results
How-To Guides Newsletters Don’t forget to retarget your ads
Case Studies White Papers
WEBSITE REDESIGN 22
1 2 3 5 6
Introduction Set Goals & Analyze Your Design Your
4 Launch Your Refine Your
Timelines Needs Website New Site Efforts
Prepare For
Launch
STEP 7 STEP 8
Build Landing Pages Integrate Technology
Use our Lead Generation Playbook to get a better under- By now, you will have selected the systems and technology
standing of how you can start using landing pages to required to achieve your objectives. This step involves setting
generate high quality leads for your sales team. up and testing the integrations to ensure that all systems are
working properly when your new website is launched.
Follow this simple step-by-step playbook to develop a lead-generation strategy that provides
a steady flow of qualified leads to your sales team.
WEBSITE REDESIGN 23
WEBSITE REDESIGN
STAGE 5
STEP 1 STEP 2
Formalize the Governance Structure Review Policies & Guidelines
Use our Website Governance Document to create a website Be sure to update the policies and guidelines on your
governance document that will help you govern your corpo- website. If you don’t currently have policies and guidelines in
rate website. place, use our policy templates as a starting point.
At the highest level, this Microsoft Word document is intended to Demand Metric has the following templates available:
address the following: Privacy Policy Template
Governance Goals Implementation Timeline Terms of Use Policy Template
Governance Structure Website Training Blog Policy Template
Governance Process Website Funding Model Social Media Policy & Guidelines Template
Website Roles & Website Metrics
Responsibilities Continuous Improvement
WEBSITE REDESIGN 25
1 2 3 4 6
Introduction Set Goals & Analyze Your Design Your Prepare For
5 Refine Your
Timelines Needs Website Launch Efforts
Launch Your
New Site
STEP 3 STEP 4
Execute the Launch Checklist Market Your Website
Use our Website Launch Checklist to help ensure that Create a plan to market your new website. If you don’t already
nothing is overlooked when you test and launch your new have a marketing communications plan, use our Marketing
website. Communications Plan to get started!
We have identified over 30 tasks that should be completed before Key elements of the Marketing Communications Plan include:
launching your new website. Strategy & Environment Messages
That being said, we realize that every website redesign is unique Audience Channels
so be sure to add and/or remove tasks as required.
Objectives Budget & Measurement
WEBSITE REDESIGN 26
1 2 3 4 6
Introduction Set Goals & Analyze Your Design Your Prepare For
5 Refine Your
Timelines Needs Website Launch Efforts
Launch Your
New Site
STEP 5
Measure the Results
Action Item
VIEW RESOURCE
WEBSITE REDESIGN 27
WEBSITE REDESIGN
STAGE 6
STEP 1 STEP 2
Report Bugs, Features & Support Solicit User Feedback
Use our Website Reporting Template to keep track of Use our Website Usage Survey Template to capture
website bugs, website feature requests and website support feedback from your website users. Use the data that you
requests. collect to feed your website roadmap and your website
reporting template.
A few items to track using this template include: You should consider hosting your survey across a variety of chan-
Type Priority nels at different stages of interaction and at different touch points.
For example:
Project Issue
Website: Customer Satisfaction Survey Pop Up
Assign To Status
Email: Auto-Responder Following Purchase
Stage
Blog: Embedded Survey with Blog Post and Call-To-Action
LinkedIn Poll: What new features do you want to see?
Etc.
WEBSITE REDESIGN 29
1 2 3 4 5
Introduction Set Goals & Analyze Your Design Your Prepare For Launch Your
6
Timelines Needs Website Launch New Site
Refine Your
Efforts
STEP 3
Evaluate Website Quarterly
Action Item
VIEW WEBSITE
WEBSITE REDESIGN 30
WEBSITE REDESIGN
Conclusion
At the end of any business process, it’s always a good idea to review it
and identify areas for improvement.
Demand Metric has the tools and expertise to help you conduct an
effective website redesign.
Let us know how we can help! A few popular services that we provide
include:
Assistance with using any of the tools referenced in this playbook.
Providing hands-on assistance to accelerate achieving your website goals.
Personalized systems and infrastructure workshops.
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