WORDPRESS WEBSITE SERVICE GRANT SERVICE GRANT OVERVIEW

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1 WORDPRESS WEBSITE SERVICE GRANT SERVICE GRANT OVERVIEW

2 WORDPRESS WEBSITE SERVICE GRANT The Taproot Foundation pro bono consultant team will create a professional WordPress website that meets your communication goals and is suited to your staff s technical capabilities. This typically includes: 20 pages of content Up to 3-4 types of pages/templates 1-2 features like a blog, calendar, etc A live website

3 NONPROFIT TEAM EXECUTIVE SPONSOR Available for key decisions and intervention as needed. DAY-TO-DAY CONTACT 5 hours per week. Either the primary technical contact or another team member will serve this role. Coordinates between pro bono consultant team and your organization. CONTENT EXPERT 1-2 hours per week on average. Up to 10 hours per week during the middle of the project TECHNICAL CONTACT 1-2 hour per week on average hours per week at the end for golive. This person should have hands-on experience with WordPress or a commitment to learn WordPress.

4 PRO BONO CONSULTANT TEAM ACCOUNT DIRECTOR PROJECT MANAGER MARKETING MANAGER GRAPHIC DESIGNER WEB DEVELOPER CONTENT MANAGER PHOTOGRAPHER* * if applicable

5 OUR PHILOSOPHY Successful website are those that nonprofits have the capacity to maintain. The more features your site has, the more resources you need in order to keep it relevant and functional. The team will create features that balance you needs with feasibility. In other words, there are going to be some features that the team will not create for you because a) it is not in scope to do so because of time constraints and/or b) it is not a feature you can maintain after they leave.

6 WHAT DOES THE TAPROOT TEAM DO? NEEDS ANALYSIS AND DISCOVERY The team will work to understand your needs, your communication goals, and key audiences. They will devise a strategy to ensure they deliver a website that meets your needs. Deliverables include a requirements brief and discovery findings. DESIGN AND ARCHITECTURE The team will create a visual design that has the right look and feel and is organized in a way that meets the needs of your audience. Deliverables include wireframes, a site structure, and up to 3 design templates. CONTENT MANAGEMENT AND CREATION The team will work with someone on your staff to examine existing content and decide what needs to be revamped and how. They will also advise on tone and style while writing a few key pages of copy. Please note: the bulk of the copy will be written by your organization. Content might also include photography, and if needed, there will be a photographer on the pro bono consultant team.

7 WHAT DOES THE TAPROOT TEAM DO? CODING AND IMPLEMENTATION The team will code the site using WordPress, involving your technical contact as needed. They will then port over content, test, and take the site live. HANDOFF AND TRAINING The team will advise and direct throughout the project, depending on your level of technical expertise. At the end, they will provide you with training and documentation to help you maintain the site after they leave.

8 WHAT IS OUT OF SCOPE? Custom-coding of any kind Marketing & Strategy Search Engine Optimization Strategy Social Media Strategy Creating back-end architecture or databases Building on any platform other than WordPress

9 PROCESS Kickoff & Discovery Architecture & Design Build Out Hand off & Training Draft Project Plan; Our Current Understanding Hold Kickoff Meeting Begin Discovery and Content Work Draft initial Requirements Brief Finalize Requirements Brief Begin Nonprofit Training on WordPress Draft Architecture & Design Finalize architecture Present Design Options Finalize Design Finalize and Deliver All Site Content Complete All Coding Work Freeze Production Test Site Begin Initial Training Finalize Style Guide, Launch & Maintenance Plan, as part of Hand Off Packet Launch Site Train and Transition to Nonprofit

10 GRANT CRITERIA A clear sense of your audiences and strong key messages (If not, our Key Messages & Brand Strategy Service Grant may be a better place to start) An Executive Director strongly committed to this project. Existing technical staff or an ongoing web consulting relationship, with a commitment to build on and learn WordPress Ability to complete a self-assessment on website needs and nonprofit capacity if invited for an interview. Staff that can invest the necessary time to make the project succeed: Executive Director: Available as needed. Content Expert: 2-3 hours per week. Technical Expert: 2-3 hours per week. Day-to-Day Contact (likely the technical expert): 5 hours each week.

11 IMPORTANT FIRST STEPS IF YOU ARE SELECTED FOR INTERVIEW, YOU WILL NEED TO: Complete the self-assessment on website needs and nonprofit capacity and submit it to us. WHY? Our most successful and satisfied nonprofits take the initiative to talk to their organization about what they want and need out of their new website before the project begins. GET EDUCATED ON WORDPRESS! Here are some helpful resources: What is WordPress (video): hap:// is- wordpress/