Content management checklist

by oneafrikan

Today I spent the better part of the morning with a client, talking to them about their content management needs, and how we could create a solution that worked for them now and in the longer term. It was so refreshing talking to people who recognise that the web is not their domain (they are consultants in the financial services industry) and that it’s better to spend less and use everything, then to spend lots and not use it all. Kinda like – why own a Ferrari when you only drive it in Central London?

The reason I want to write about this is that there are always a few things to consider whenever doing any sort of content management, and they’re often overlooked in the excitement of a new project. Being mindful of limitations and asking the right questions will always be better for the project.

So, without further ado, here’s your starter checklist:

  1. What kind of server are you on? Will the developers have access to it? How much does it cost you per month?
  2. How often are you going to change / update / add new content? In what cycles? Who will be doing it? Will there be an approval workflow?
  3. Have you written any content yet? Do you know exactly what the different elements are, or will they evolve?
  4. How tight is the design of the site? Is it pixel perfect precision where allowing client formatting is a no-no, or is it clean, simple and text based where formatting is not going to affect the layout of the site?
  5. Do you want to link to non-html files within the site? Do you know what format they will be in? What size will they be?
  6. Are you going to be available during the development of the site, or are you going to want to “give the keys and come back to a working site”?
  7. Have you already allocated a budget? If not, why not?

Most of the above questions are aimed at qualifying whether the client wants a bespoke system that will work specifically for their needs, or whether an off the shelf solution will do the trick. In my experience, there are only really two situations you’ll find yourself in:

  1. I have a specific design, and I know what my content is; I don’t want to be formatting copy, just adding new types of content in a pre-defined format
  2. I have a design that is flexible; my site is copy based with categories, subcategories and pages per category where I will only need to format text into bold, italic and underline, with maybe a few changes colours. I don’t know how my content will evolve, but I want to be able to add differing types of content easily.

Based on that you can start eliminating, and most importantly start making accurate guesses as to how long it will take to do something, which will lead to a happy client and a successful project.