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Commonly Made Mistakes
     05.20.11




Wednesday, May 25, 2011
ELIZABETH KIEHNER
     @KIEHNER




Wednesday, May 25, 2011
A good producer can produce interactive even with
     no experience if they have the right people on the
     project.




Wednesday, May 25, 2011
THE ESSENTIAL DO: CHANGE YOUR MENTALITY




         Develop a custom mindset. You are inventing on the fly
         and your tools and technology are constantly changing.




Wednesday, May 25, 2011
Not linear. Not finite.




Wednesday, May 25, 2011
This is not build it and they will come. Think about
     syndication.




Wednesday, May 25, 2011
New vocabulary: Platform, program, system vs.
     campaign.


     Replace pre-pro meetings with Plan of Attack
     meetings. Replace Deadlines with Milestones.




Wednesday, May 25, 2011
The broadcast producer is not always the lead
     producer.




Wednesday, May 25, 2011
Uncover what is motivating launch dates. Be very
     iterative. Meet often.




Wednesday, May 25, 2011
DO’S AND DON’TS

         Actually more Do’s and One Don’t

         •   Do: impeccable documentation.
         •   Do: build early prototypes for complex projects.
         • Do: ask does design lead or development lead?Do: Be happy when vendors ask a lot
         of questions. Most of them should ask more.
         •   Do: shadow someone for your first couple projects.
         •   Do: break down walls and collaborate.
         •   Don’t: hire one or two digital gurus and expect your problems to be solved.




Wednesday, May 25, 2011
WE’RE NOT DONE YET

         Don’t: Treat your interactive timeline like your broadcast one




         •Ifyou plan any sort of integration between your TV campaign and your website, be
         aware this could make timing longer. Invite your interactive shop to attend the shoot
         for print or broadcast, or they may need to have their own shoot.
         •Do not pass a timeline to your interactive shop that has things like “shoot,” and
         “prepro” on it and don’t forget Quality Assurance (QA) testing.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Do: Be aware of scope creep



         This is one of the most common pitfalls of an interactive project. It’s vitally important
         that both parties understand exactly what is included in the scope so always create a
         SOW document.
         Spell out your deliverables and assumptions.

         If you have a specific budget allocated for the project – an exact dollar amount you
         can’t go over, be honest about this with your vendor, and let them take the reigns on
         what can and can’t be accomplished and how to break it down.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Don’t be slack at delivering assets to your vendor.




         This is the primary killer of good projects. It is amazing how often timelines are
         completely blown before they get off the ground because we can’t get copy from an
         agency, or they never send over a CAD file. If there’s one place you want to expend the
         bulk of your energy as a producer, here you go.

         Deliver a production checklist or inventory list in an organized manner.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Don’t be a control freak.




         There are some types of calls that a producer can skip, but if you’re not of that
         persuasion, it’s recommended to remember that your role is a facilitator. Listen in to the
         call, answer questions about things you know about, and let them work it out. Ask for
         a summary in email at the end. Do not try and relay technical information from one
         party to another.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Don’t pretend to understand the technology if you don’t.




         A producer pretending they grasp complex technical processes that he doesn’t is a
         dangerous thing.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Don’t try to make a viral.




         There has to be a compelling reason for the user to send around a link or a site. That
         useful equates to something really amazing or on the pulse of pop culture in a way that
         hits a vein that sets your project on fire.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Don’t Get Lost in Translation.




         It is vitally important that if a site is even potentially destined for translation into another
         language that this is known up front.

         Translation preparation is very easy to do on a site as it’s being built. Retrofitting a site
         to make it ready for translation later, however, is a time-consuming and expensive
         process.




Wednesday, May 25, 2011
MORE DO’S AND DON’TS

         Don’t Hide Behind ASAP.




         ASAP is good for initial conversations, but who doesn’t need work produced ASAP
         these days. Be the rational voice of reason.




Wednesday, May 25, 2011
Working With Vendors
     05.20.11




Wednesday, May 25, 2011
http://archives.thinkfa.com/
     ideawins/




Wednesday, May 25, 2011
WORKING WITH VENDORS

         Bidding and running RFPs




         •   Interactive production companies are often involved in concept development.
         •   Bidding on brief vs. bidding on treatment.
         • Post launch hours needed for testing, fixing bugs that pop up, and site traffic
         reporting.
         •Extra producer costs to document and properly archive source files, specs, and
         admin data.




Wednesday, May 25, 2011
make images bleed if possible




Wednesday, May 25, 2011
make images bleed if possible




Wednesday, May 25, 2011
WORKING WITH VENDORS

         Let’s talk contracts next.


         •   Always get an NDA signed.
         •   Don't expect vendors to start work without a contract.
         •   Include a termination or kill fee.
         •   Liability: open source code, stock photos, music license, etc...
         •   Be clear about what you are asking for such as:
         •   Source code, project files, 3D models, etc..
         •   All agencies should have a standard contract for digital projects.
         •   Run all contracts through chief legal council or business affairs.




Wednesday, May 25, 2011
WORKING WITH VENDORS

         Common questions they might ask you.


         •   What is the design process?  Who are the team members, roles and responsibilities?
         •   What design assets are already created?  What elements will need to be created?
         •   Will we be tweaking designs given or build the site as is?
         •   Can we get access to the servers?
         •   When will we see media buy and banner specs?
         • Most shops have contracts that limit the number of revisions that are included in the
         bid and SOW.




Wednesday, May 25, 2011
SOW EXAMPLE
                           SOW EXAMPLE
                           SOW EXAMPLE
                          1.1. The Project
                                 The Project
                            1. The title ofof the project is COMPANY ABC’s Phase Site Development (the “Project”).
                                 The title the project is COMPANY ABC’s Phase 1 1 Site Development (the “Project”).
                                 The Project
                                 The title of the project is COMPANY ABC’s Phase 1 Site Development (the “Project”).
                               Description:
                                 Description:
                               • Description:
                                 • Goals
                                      Goals
                                 • GoalsSite embodies COMPANY ABC Point ofof Difference
                                          o o Site embodies COMPANY ABC Point Difference
                                          o o Site embodies new ways ofof listening, thinking, feeling (dialogical vs. forced
                                              o Site embodies COMPANYlistening, thinking, feeling (dialogical vs. forced
                                                  Site embodies new ways ABC Point of Difference
                                              o answer)
                                                  Site embodies new ways of listening, thinking, feeling (dialogical vs. forced
                                                  answer)
                                                  answer)
                               • • Creative Strategies - Site is is designed with several engagement tools that
                                      Creative Strategies - Site designed with several engagement tools that
                                 • Creative Strategies - Site the target audiences
                                          o o Have relevance toto is target audiences
                                                  Have relevance the designed with several engagement tools that
                                              o Allow for interactivity the target audiences
                                          o o Have relevance to
                                                  Allow for interactivity
                                          o o Encourage interactivitycome back
                                              o Allow for users toto
                                                  Encourage users come back
                                              o Encourage users to come back
                               • • Site Build Strategies (Phased)
                                      Site Build Strategies (Phased)
                                 • Siteo Phase One - Targeted Launch includes must haves plus some initial ‘listening’
                                          o Build Strategies (Phased)
                                                  Phase One - Targeted Launch includes must haves plus some initial ‘listening’
                                              o and ‘sharing’ engagements
                                                  Phase One - Targeted Launch includes must haves plus some initial ‘listening’
                                                  and ‘sharing’ engagements
                                                  and ‘sharing’ engagements
                          2.2. Vendors (the “Vendors”)
                                 Vendors (the “Vendors”)
                            2. Vendors (the “Vendors”)
                                          a.a. TBDTBD
                                              a. TBD
                          3.3. Definitions for terms herein
                                 Definitions for terms herein
                            3. Definitions “Machine” metaphor
                                                   for terms herein
                                          a.a. “Machine” metaphor
                                              a. “Machine” metaphorABC is the machine with soul
                                                     i. i. COMPANY ABC is the machine with soul
                                                              COMPANY
                                                     ii. i. The act ofof the machinemachine withthrough visual depiction
                                                         ii. COMPANY ABC is the comes alive soul visual depiction
                                                              The act the machine comes alive through
                                                         ii. The act of the machine comes alive through visual depiction
                          4.4. Scope ofof Work (SOW) Services/Materials toto be Created
                                 Scope Work (SOW) - - Services/Materials be Created
                            4. Scope of Work (SOW) - Services/Materials to be Created
                               (a) A A content management system will be built using GNU General Public License
                                 (a) content management system will be built using a a GNU General Public License
                                 (a) A content management system will be built using a GNU General Public License
                                   application. (http://www.fsf.org/licensing/licenses/gpl.html)
                                      application. (http://www.fsf.org/licensing/licenses/gpl.html)
                                      application. and customize Mambo to meet the current COMPANY ABC identity and
                                                Install (http://www.fsf.org/licensing/licenses/gpl.html)
                                      i. i. Install and customize Mambo to meet the current COMPANY ABC identity and
                                          i. requirements.
                                                Install and customize Mambo to meet the current COMPANY ABC identity and
                                                requirements.
                                                requirements. is is full-featured content management system that can be used
                                                     A.A.Mambo a a full-featured content management system that can be used
                                                              Mambo
                                                         A.for everything full-featured websites toto complexsystem that can be used
                                                              Mambo is a from simple content managementcorporate applications.
                                                              for everything from simple websites complex corporate applications.
                                                     B.B.Is forMambo for you? Thoughwebsites to complex platform may offer a
                                                              Is everything from simplewe believe that this platform may offer a
                                                               Mambo for you? Though we believe that this corporate applications.
                                                         B.great solution it you? Though we believe solution available.may offervisit
                                                              Is Mambo for is is by no means the only solution available. Pleaseavisit
                                                              great solution it by no means the only that this platform Please
                                                            this page for an it is by demo ofof the application. http://
                                                              great solution online no means the only solution available. Please visit
                                                              this page for an online demo the application. http://
                                                            www.mamboserver.com/index.php? application. http://
                                                              this page for an online demo of the
                                                              www.mamboserver.com/index.php?
                                                              www.mamboserver.com/index.php?
                                                            option=com_content&task=view&id=46&Itemid=86
                                                              option=com_content&task=view&id=46&Itemid=86
                                                To enforceoption=com_content&task=view&id=46&Itemid=86
                                      ii. ii. To enforce the idea that there are other CMS applications available for this project
                                                               the idea that there are other CMS applications available for this project
                                          ii. please visit http://www.cmsmatrix.org/ where you can compare 763 different CMS
                                                To enforce the idea that there are other CMS you can compare 763 different CMS
                                                please visit http://www.cmsmatrix.org/ where applications available for this project
                                              applications. http://www.cmsmatrix.org/ where you can compare 763 different CMS
                                                please visit
                                                applications.
                                                applications.
                               (b) The services and materials below are included inin Phase ofof this project
                                 (b) The services and materials below are included Phase 1 1 this project
                                 (b) The Machine & & Human Metaphor Site included in Phase 1 of this project
                                      i. i. services and materials below are
                                                Machine Human Metaphor Site
                                          i. MachineDesign Exploratory ofof the machine and human metaphor
                                                     A.A. & Human Metaphor Site machine and human metaphor
                                                              Design Exploratory the
                                                         A. Design Exploratory of the with 1 revisionhuman chosen direction
                                                                 1.1. 3 design directions machinerevision of the chosen direction
                                                                        3 design directions with 1 and of the metaphor
                                                     B.B.Flash 1. Intro/Animation
                                                              Flash 3 design directions with 1 revision of the chosen direction
                                                                   Intro/Animation
                                                         B. Flash Intro/Animation human
                                                                 1.1. Machine into human
                                                                        Machine into
                                                                 2.1. Based off 4(b)iA
                                                                   2. Machine into human
                                                                        Based off 4(b)iA
                                                                   2. Based off 4(b)iA

                                     ii. ii. COMPANY ABC Blog
                                              COMPANY ABC Blog
                                         ii. COMPANY ABC Blog by Unit and user generated content)
                                                 A.A.Blog (posts by Unit 7 7 and user generated content)
                                                       Blog (posts
                                                   A. Blog (posts by for users touser generated content) type(s) toto be
                                                         1.1. Ability for usersandupload content – content type(s) be
                                                                Ability Unit 7 to upload content – content
                                                           1. determined users to upload content – content type(s) to be
                                                                Ability for
                                                                determined
                                                                determined syndication available (RSS, Atom, etc.)
                                                         2.2. All manners ofof syndication available (RSS, Atom, etc.)
                                                                All manners
Wednesday, May 25, 2011                                    2. All manners of syndication available (RSS, Atom, etc.)
iii. Streaming Video
                                A. A page with an embedded application that loads VitalStream hosted and
                                    managed media from the VitalStream servers
                                        1. VitalStream
                                               a. Toolset is accessible through MediaConsole, a web-
                                                    based application that automates the complex process
                                                    of managing and delivering media over the internet. This
                                                    system provides a simple point-and-click interface to
                                                    manage, monitor and report on the effectiveness of
                                                    media assets at all times.
                                               b. MediaConsole provides all the tools necessary to
                                                    securely host and reliably deliver rich media content.
                                                    MediaConsole is a single, easy-to-navigate system that
                                                    comes with a set of asset management, monitoring and
                                                    detailed reporting tools. Through MediaConsole content
                                                    can be uploaded to the VitalStream network and
                                                    packaged for delivery. MediaConsole supports multiple
                                                    content delivery formats including Flash, Windows
                                                    Media, QuickTime and Real as well as multiple delivery
                                                    methods including OnDemand, Live and Download
                                                    services.
                                               c. MediaConsole reporting features enable content owners
                                                    to better understand the viewing/listening habits of their
                                                    audience and quickly make adjustments to online media
                                                    strategies. Through historical and real-time reporting,
                                                    MediaConsole offers an array of standard reporting
                                                    options that provide valuable insights into network
                                                    conditions, viewer statistics and demographics.

                      iv. Listening Engagement [Diverse Ears]
                                 A. Sound Off/Sound On: A world without listening
                                        1. Sound is off. User can guess situation.
                                        2. Sound comes on. The visual story is different. The goal is to
                                            embody the importance of listening.
                                 B. Deliverable: Design 10 Sound Off/Sound On creative concepts.
                                        1. All chosen concepts to be built out in Flash/HTML, regardless of
                                            whether they will be immediately implemented on the site or
                                            rolled out at a later date.
                                        2. Implementation of various concepts on site TBD.
                                        3. Sound Off/Sound On area must link back to blog page (this
                                            offers the user a discussion and reaction forum).

                      v. Company Content
                             A. Deliverable: Company Content will consist of a maximum of 40 hybrid
                                 Flash/HTML pages. Basic integration of metatags included.
                                 Data capture (such as surveys or emails) to be included in various
                                 locations (TBD) throughout. Company Content sections include:
                                     1. Our Story
                                             a. Who we are
                                             b. Our offer
                                             c. Press/News
                                     2. Our Work/Case Studies
                                     3. Our Clients
                                             a. Client List
                                             b. Client Testimonials


Wednesday, May 25, 2011
(c) QA
                                   i.    Vendor and COMPANY ABC collectively
                                              A. QA to be performed by Vendor working closely with COMPANY ABC

                              (d) Hosting and Analytics
                                   i. Hosting company chosen by Vendor and will provide sufficient bandwidth to
                                       accommodate the Content Management System and streaming audio
                                   ii. Traffic analytics provided by Hostway
                                              A. Benchmark overall Web site success daily/weekly/monthly/yearly
                                              B. Assess the effectiveness of advertising/marketing campaigns
                                              C. Perform search engine optimization
                                              D. Evaluate link arrangements
                                              E. Locate and resolve errors
                                              F. Monitor your traffic and bandwidth
                                              G. Do comparative and historical data analysis
                                              H. Hostway Web Analytics' Reporting Features:
                                                       1. Accessible through SiteControl
                                                       2. Intuitive, in-depth reports
                                                       3. Flexible date range functionality—you specify the exact time
                                                           period for your reports
                                                       4. Search Function Finds What You're After. Reports feature a
                                                           search capability to narrow the report down to just what you're
                                                           looking for.
                                                       5. Export Data Easily. Want to put a particular report's information
                                                           into an Excel® spreadsheet? Hostway Web Analytics' Export
                                                           Data function allows you to do just that.
                                                       6. View Reports by Any Parameter. Most reports allow you to view
                                                           the data by several different parameters, such as Sessions,
                                                           Pageviews, Hits, Bytes, etc.
                                                       7. Dig Deeper. Hostway Web Analytics' best-in-class path analysis
                                                           allows you to easily see which true paths (including the Back
                                                           button!) visitors used.
                                                       8. Multilingual functionality—view reports in 10 languages,
                                                           switchable on-the-fly
                                                       9. Performance leader: Fast loading reports, fast log processing,
                                                       10. Available on both Linux Advantage and Windows Advantage
                                                           servers.

                          5. Materials to be provided to Vendor by Client;
                             (a) Client will deliver the materials below (collectively, the “Client Materials”) to Vendor :
                                   i. Clearer definitions of the metaphor
                                   ii. Assets (style guide, color type treatments, etc.)
                                   iii. Site content
                                               A. Section 4(a)v defined herein

                              (b) Client Approvals
                                    i. Timely response to requests for information/reviews
                                              A. Any changes to deliverables after sign off can incur additional charges.
                                              B. Late response to reviews can result in delayed or accelerated schedule.
                                              C. Any change to schedule or failure to provide timely delivery of requested
                                                  materials or feedback can result in extension of deadlines and budgetary
                                                  increase to be determined at the time of missed delivery.
                                              D. Accelerated schedules and scope increases can incur overage fees
                                                  including weekend work and rush work.
                                              E. Any overage will be communicated to the client in the form of an overage

Wednesday, May 25, 2011
proposal. Work requests contained in an overage proposal require client
                                                   approval prior to any production being performed.

                              (c) In addition, timely Client comments and approvals will be needed as follows:
                                     i. legal approvals;
                                     ii. approval of visual elements; and,
                                     iii. review and approval of content.


                          6. Estimate
                             (a) Vendor Estimate is a separate Project Order document
                                   i. Bid # 13214

                          7. Schedule
                             (a) Vendor anticipates the following general schedule for the Project
                             (b) All Client feedback must be in the form of single consolidated list
                             (c) Changes to schedule or late response to reviews will result in a schedule change and
                                 scoped out separately as an overage
                             (d) Revisions not considered within the SOW will be scoped out separately as an overage

                          8. Additional Terms
                             (a) The attached Estimate (Bid# 13214) is subject to revision based on Vendor’s further
                                 understanding of the scope of the Project as subsequently presented by Client.
                             (b) Work on the Project is entirely contingent upon the parties entering into a formal
                                 Engagement Agreement, which agreement sets out the terms of ownership of all
                                 intellectual property created by Vendor for use by Client, and all licenses in connection
                                 therewith, as well as payment of Vendor’s fees.
                             (c) The parties expressly acknowledge that this estimate, and all discussions in connection
                                 therewith, constitute Confidential.
                             (d) Payment:
                                      a. A deposit equal to 25% of the total fee agreed upon is required prior to work
                                          commencing.
                                      b. A payment equal to 50% of the total due at project midpoint.
                                      c. Balance payment including any overages is due upon project completion.
                                      d. All invoices not paid within 30 days of project completion will be charged interest
                                          on a daily basis at the rate of 2.0% per month.
                             (e) Vendor, Inc. (Vendor) will make Its best efforts to provide goods, materials and services,
                                 as agreed for the price agreed upon as set forth in the box marked Grand Total (Total
                                 Fee). Any requests for additional goods, materials or services beyond those listed in this
                                 Project Order will require the Contracting Client's written approval or an additional Project
                                 Order. All rates are based upon a 8-hour day unless specified otherwise.
                             (f) Cancellation
                                      a. In the event the contracting client cancels any portion of the work outlined in this
                                          Statement of Work the contracting client agrees to pay for all costs incurred by
                                          Vendor.
                                      b. Vendor withholds the right to determine the percentage of work completed.

                          We look forward to working with you!

                          VENDOR, Inc.
                          (“VENDOR”)
                                                           by an authorized signer

                          Print Name
Wednesday, May 25, 2011
SOFT LAUNCH

         Another mentality change.




         • Soft launches are good. Launches where 2 million people are hitting ‘refresh’ waiting
         for your site to go live are incredibly nerve-wracking experiences for you and your
         vendor.
         •Also,     never launch on a Friday.




Wednesday, May 25, 2011
SHOOTING DIGITAL CONTENT

         Questions to ask your production company early on.


         •If you are shooting with a file-based camera (P2, RED, Phantom, Viper, D20) have
         you budgeted for transcoding?
         •   Have you budgeted for backing up the files in triplicate?
         •   Will the production company backup the media files in case of corruption?
         •   What is the plan for archiving the original digital footage?
         •   How many hours of footage do you intend to shoot?
         •   How will you handle sound? Record in camera? Separate recording device?
         •Do    you understand formats, codecs and so forth.




Wednesday, May 25, 2011
CLIENT PRESENTATIONS

         Things to keep in mind at the agency and especially with your account people.




         •   Is your client savvy at reviewing digital work?
         •   Do they have a firewall?
         •   Is your client international with old equipment or using an old browser?
         •   Mac vs. PC. 90% of the world is on windows. Try using: http://www.parallels.com/
         •   Chrome vs. IE6. Asia using IE6.




Wednesday, May 25, 2011
THANKS!


Wednesday, May 25, 2011

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Shesayscourse commonlymademistakes

  • 1. Commonly Made Mistakes 05.20.11 Wednesday, May 25, 2011
  • 2. ELIZABETH KIEHNER @KIEHNER Wednesday, May 25, 2011
  • 3. A good producer can produce interactive even with no experience if they have the right people on the project. Wednesday, May 25, 2011
  • 4. THE ESSENTIAL DO: CHANGE YOUR MENTALITY Develop a custom mindset. You are inventing on the fly and your tools and technology are constantly changing. Wednesday, May 25, 2011
  • 5. Not linear. Not finite. Wednesday, May 25, 2011
  • 6. This is not build it and they will come. Think about syndication. Wednesday, May 25, 2011
  • 7. New vocabulary: Platform, program, system vs. campaign. Replace pre-pro meetings with Plan of Attack meetings. Replace Deadlines with Milestones. Wednesday, May 25, 2011
  • 8. The broadcast producer is not always the lead producer. Wednesday, May 25, 2011
  • 9. Uncover what is motivating launch dates. Be very iterative. Meet often. Wednesday, May 25, 2011
  • 10. DO’S AND DON’TS Actually more Do’s and One Don’t • Do: impeccable documentation. • Do: build early prototypes for complex projects. • Do: ask does design lead or development lead?Do: Be happy when vendors ask a lot of questions. Most of them should ask more. • Do: shadow someone for your first couple projects. • Do: break down walls and collaborate. • Don’t: hire one or two digital gurus and expect your problems to be solved. Wednesday, May 25, 2011
  • 11. WE’RE NOT DONE YET Don’t: Treat your interactive timeline like your broadcast one •Ifyou plan any sort of integration between your TV campaign and your website, be aware this could make timing longer. Invite your interactive shop to attend the shoot for print or broadcast, or they may need to have their own shoot. •Do not pass a timeline to your interactive shop that has things like “shoot,” and “prepro” on it and don’t forget Quality Assurance (QA) testing. Wednesday, May 25, 2011
  • 12. MORE DO’S AND DON’TS Do: Be aware of scope creep This is one of the most common pitfalls of an interactive project. It’s vitally important that both parties understand exactly what is included in the scope so always create a SOW document. Spell out your deliverables and assumptions. If you have a specific budget allocated for the project – an exact dollar amount you can’t go over, be honest about this with your vendor, and let them take the reigns on what can and can’t be accomplished and how to break it down. Wednesday, May 25, 2011
  • 13. MORE DO’S AND DON’TS Don’t be slack at delivering assets to your vendor. This is the primary killer of good projects. It is amazing how often timelines are completely blown before they get off the ground because we can’t get copy from an agency, or they never send over a CAD file. If there’s one place you want to expend the bulk of your energy as a producer, here you go. Deliver a production checklist or inventory list in an organized manner. Wednesday, May 25, 2011
  • 14. MORE DO’S AND DON’TS Don’t be a control freak. There are some types of calls that a producer can skip, but if you’re not of that persuasion, it’s recommended to remember that your role is a facilitator. Listen in to the call, answer questions about things you know about, and let them work it out. Ask for a summary in email at the end. Do not try and relay technical information from one party to another. Wednesday, May 25, 2011
  • 15. MORE DO’S AND DON’TS Don’t pretend to understand the technology if you don’t. A producer pretending they grasp complex technical processes that he doesn’t is a dangerous thing. Wednesday, May 25, 2011
  • 16. MORE DO’S AND DON’TS Don’t try to make a viral. There has to be a compelling reason for the user to send around a link or a site. That useful equates to something really amazing or on the pulse of pop culture in a way that hits a vein that sets your project on fire. Wednesday, May 25, 2011
  • 17. MORE DO’S AND DON’TS Don’t Get Lost in Translation. It is vitally important that if a site is even potentially destined for translation into another language that this is known up front. Translation preparation is very easy to do on a site as it’s being built. Retrofitting a site to make it ready for translation later, however, is a time-consuming and expensive process. Wednesday, May 25, 2011
  • 18. MORE DO’S AND DON’TS Don’t Hide Behind ASAP. ASAP is good for initial conversations, but who doesn’t need work produced ASAP these days. Be the rational voice of reason. Wednesday, May 25, 2011
  • 19. Working With Vendors 05.20.11 Wednesday, May 25, 2011
  • 20. http://archives.thinkfa.com/ ideawins/ Wednesday, May 25, 2011
  • 21. WORKING WITH VENDORS Bidding and running RFPs • Interactive production companies are often involved in concept development. • Bidding on brief vs. bidding on treatment. • Post launch hours needed for testing, fixing bugs that pop up, and site traffic reporting. •Extra producer costs to document and properly archive source files, specs, and admin data. Wednesday, May 25, 2011
  • 22. make images bleed if possible Wednesday, May 25, 2011
  • 23. make images bleed if possible Wednesday, May 25, 2011
  • 24. WORKING WITH VENDORS Let’s talk contracts next. • Always get an NDA signed. • Don't expect vendors to start work without a contract. • Include a termination or kill fee. • Liability: open source code, stock photos, music license, etc... • Be clear about what you are asking for such as: • Source code, project files, 3D models, etc.. • All agencies should have a standard contract for digital projects. • Run all contracts through chief legal council or business affairs. Wednesday, May 25, 2011
  • 25. WORKING WITH VENDORS Common questions they might ask you. • What is the design process?  Who are the team members, roles and responsibilities? • What design assets are already created?  What elements will need to be created? • Will we be tweaking designs given or build the site as is? • Can we get access to the servers? • When will we see media buy and banner specs? • Most shops have contracts that limit the number of revisions that are included in the bid and SOW. Wednesday, May 25, 2011
  • 26. SOW EXAMPLE SOW EXAMPLE SOW EXAMPLE 1.1. The Project The Project 1. The title ofof the project is COMPANY ABC’s Phase Site Development (the “Project”). The title the project is COMPANY ABC’s Phase 1 1 Site Development (the “Project”). The Project The title of the project is COMPANY ABC’s Phase 1 Site Development (the “Project”). Description: Description: • Description: • Goals Goals • GoalsSite embodies COMPANY ABC Point ofof Difference o o Site embodies COMPANY ABC Point Difference o o Site embodies new ways ofof listening, thinking, feeling (dialogical vs. forced o Site embodies COMPANYlistening, thinking, feeling (dialogical vs. forced Site embodies new ways ABC Point of Difference o answer) Site embodies new ways of listening, thinking, feeling (dialogical vs. forced answer) answer) • • Creative Strategies - Site is is designed with several engagement tools that Creative Strategies - Site designed with several engagement tools that • Creative Strategies - Site the target audiences o o Have relevance toto is target audiences Have relevance the designed with several engagement tools that o Allow for interactivity the target audiences o o Have relevance to Allow for interactivity o o Encourage interactivitycome back o Allow for users toto Encourage users come back o Encourage users to come back • • Site Build Strategies (Phased) Site Build Strategies (Phased) • Siteo Phase One - Targeted Launch includes must haves plus some initial ‘listening’ o Build Strategies (Phased) Phase One - Targeted Launch includes must haves plus some initial ‘listening’ o and ‘sharing’ engagements Phase One - Targeted Launch includes must haves plus some initial ‘listening’ and ‘sharing’ engagements and ‘sharing’ engagements 2.2. Vendors (the “Vendors”) Vendors (the “Vendors”) 2. Vendors (the “Vendors”) a.a. TBDTBD a. TBD 3.3. Definitions for terms herein Definitions for terms herein 3. Definitions “Machine” metaphor for terms herein a.a. “Machine” metaphor a. “Machine” metaphorABC is the machine with soul i. i. COMPANY ABC is the machine with soul COMPANY ii. i. The act ofof the machinemachine withthrough visual depiction ii. COMPANY ABC is the comes alive soul visual depiction The act the machine comes alive through ii. The act of the machine comes alive through visual depiction 4.4. Scope ofof Work (SOW) Services/Materials toto be Created Scope Work (SOW) - - Services/Materials be Created 4. Scope of Work (SOW) - Services/Materials to be Created (a) A A content management system will be built using GNU General Public License (a) content management system will be built using a a GNU General Public License (a) A content management system will be built using a GNU General Public License application. (http://www.fsf.org/licensing/licenses/gpl.html) application. (http://www.fsf.org/licensing/licenses/gpl.html) application. and customize Mambo to meet the current COMPANY ABC identity and Install (http://www.fsf.org/licensing/licenses/gpl.html) i. i. Install and customize Mambo to meet the current COMPANY ABC identity and i. requirements. Install and customize Mambo to meet the current COMPANY ABC identity and requirements. requirements. is is full-featured content management system that can be used A.A.Mambo a a full-featured content management system that can be used Mambo A.for everything full-featured websites toto complexsystem that can be used Mambo is a from simple content managementcorporate applications. for everything from simple websites complex corporate applications. B.B.Is forMambo for you? Thoughwebsites to complex platform may offer a Is everything from simplewe believe that this platform may offer a Mambo for you? Though we believe that this corporate applications. B.great solution it you? Though we believe solution available.may offervisit Is Mambo for is is by no means the only solution available. Pleaseavisit great solution it by no means the only that this platform Please this page for an it is by demo ofof the application. http:// great solution online no means the only solution available. Please visit this page for an online demo the application. http:// www.mamboserver.com/index.php? application. http:// this page for an online demo of the www.mamboserver.com/index.php? www.mamboserver.com/index.php? option=com_content&task=view&id=46&Itemid=86 option=com_content&task=view&id=46&Itemid=86 To enforceoption=com_content&task=view&id=46&Itemid=86 ii. ii. To enforce the idea that there are other CMS applications available for this project the idea that there are other CMS applications available for this project ii. please visit http://www.cmsmatrix.org/ where you can compare 763 different CMS To enforce the idea that there are other CMS you can compare 763 different CMS please visit http://www.cmsmatrix.org/ where applications available for this project applications. http://www.cmsmatrix.org/ where you can compare 763 different CMS please visit applications. applications. (b) The services and materials below are included inin Phase ofof this project (b) The services and materials below are included Phase 1 1 this project (b) The Machine & & Human Metaphor Site included in Phase 1 of this project i. i. services and materials below are Machine Human Metaphor Site i. MachineDesign Exploratory ofof the machine and human metaphor A.A. & Human Metaphor Site machine and human metaphor Design Exploratory the A. Design Exploratory of the with 1 revisionhuman chosen direction 1.1. 3 design directions machinerevision of the chosen direction 3 design directions with 1 and of the metaphor B.B.Flash 1. Intro/Animation Flash 3 design directions with 1 revision of the chosen direction Intro/Animation B. Flash Intro/Animation human 1.1. Machine into human Machine into 2.1. Based off 4(b)iA 2. Machine into human Based off 4(b)iA 2. Based off 4(b)iA ii. ii. COMPANY ABC Blog COMPANY ABC Blog ii. COMPANY ABC Blog by Unit and user generated content) A.A.Blog (posts by Unit 7 7 and user generated content) Blog (posts A. Blog (posts by for users touser generated content) type(s) toto be 1.1. Ability for usersandupload content – content type(s) be Ability Unit 7 to upload content – content 1. determined users to upload content – content type(s) to be Ability for determined determined syndication available (RSS, Atom, etc.) 2.2. All manners ofof syndication available (RSS, Atom, etc.) All manners Wednesday, May 25, 2011 2. All manners of syndication available (RSS, Atom, etc.)
  • 27. iii. Streaming Video A. A page with an embedded application that loads VitalStream hosted and managed media from the VitalStream servers 1. VitalStream a. Toolset is accessible through MediaConsole, a web- based application that automates the complex process of managing and delivering media over the internet. This system provides a simple point-and-click interface to manage, monitor and report on the effectiveness of media assets at all times. b. MediaConsole provides all the tools necessary to securely host and reliably deliver rich media content. MediaConsole is a single, easy-to-navigate system that comes with a set of asset management, monitoring and detailed reporting tools. Through MediaConsole content can be uploaded to the VitalStream network and packaged for delivery. MediaConsole supports multiple content delivery formats including Flash, Windows Media, QuickTime and Real as well as multiple delivery methods including OnDemand, Live and Download services. c. MediaConsole reporting features enable content owners to better understand the viewing/listening habits of their audience and quickly make adjustments to online media strategies. Through historical and real-time reporting, MediaConsole offers an array of standard reporting options that provide valuable insights into network conditions, viewer statistics and demographics. iv. Listening Engagement [Diverse Ears] A. Sound Off/Sound On: A world without listening 1. Sound is off. User can guess situation. 2. Sound comes on. The visual story is different. The goal is to embody the importance of listening. B. Deliverable: Design 10 Sound Off/Sound On creative concepts. 1. All chosen concepts to be built out in Flash/HTML, regardless of whether they will be immediately implemented on the site or rolled out at a later date. 2. Implementation of various concepts on site TBD. 3. Sound Off/Sound On area must link back to blog page (this offers the user a discussion and reaction forum). v. Company Content A. Deliverable: Company Content will consist of a maximum of 40 hybrid Flash/HTML pages. Basic integration of metatags included. Data capture (such as surveys or emails) to be included in various locations (TBD) throughout. Company Content sections include: 1. Our Story a. Who we are b. Our offer c. Press/News 2. Our Work/Case Studies 3. Our Clients a. Client List b. Client Testimonials Wednesday, May 25, 2011
  • 28. (c) QA i. Vendor and COMPANY ABC collectively A. QA to be performed by Vendor working closely with COMPANY ABC (d) Hosting and Analytics i. Hosting company chosen by Vendor and will provide sufficient bandwidth to accommodate the Content Management System and streaming audio ii. Traffic analytics provided by Hostway A. Benchmark overall Web site success daily/weekly/monthly/yearly B. Assess the effectiveness of advertising/marketing campaigns C. Perform search engine optimization D. Evaluate link arrangements E. Locate and resolve errors F. Monitor your traffic and bandwidth G. Do comparative and historical data analysis H. Hostway Web Analytics' Reporting Features: 1. Accessible through SiteControl 2. Intuitive, in-depth reports 3. Flexible date range functionality—you specify the exact time period for your reports 4. Search Function Finds What You're After. Reports feature a search capability to narrow the report down to just what you're looking for. 5. Export Data Easily. Want to put a particular report's information into an Excel® spreadsheet? Hostway Web Analytics' Export Data function allows you to do just that. 6. View Reports by Any Parameter. Most reports allow you to view the data by several different parameters, such as Sessions, Pageviews, Hits, Bytes, etc. 7. Dig Deeper. Hostway Web Analytics' best-in-class path analysis allows you to easily see which true paths (including the Back button!) visitors used. 8. Multilingual functionality—view reports in 10 languages, switchable on-the-fly 9. Performance leader: Fast loading reports, fast log processing, 10. Available on both Linux Advantage and Windows Advantage servers. 5. Materials to be provided to Vendor by Client; (a) Client will deliver the materials below (collectively, the “Client Materials”) to Vendor : i. Clearer definitions of the metaphor ii. Assets (style guide, color type treatments, etc.) iii. Site content A. Section 4(a)v defined herein (b) Client Approvals i. Timely response to requests for information/reviews A. Any changes to deliverables after sign off can incur additional charges. B. Late response to reviews can result in delayed or accelerated schedule. C. Any change to schedule or failure to provide timely delivery of requested materials or feedback can result in extension of deadlines and budgetary increase to be determined at the time of missed delivery. D. Accelerated schedules and scope increases can incur overage fees including weekend work and rush work. E. Any overage will be communicated to the client in the form of an overage Wednesday, May 25, 2011
  • 29. proposal. Work requests contained in an overage proposal require client approval prior to any production being performed. (c) In addition, timely Client comments and approvals will be needed as follows: i. legal approvals; ii. approval of visual elements; and, iii. review and approval of content. 6. Estimate (a) Vendor Estimate is a separate Project Order document i. Bid # 13214 7. Schedule (a) Vendor anticipates the following general schedule for the Project (b) All Client feedback must be in the form of single consolidated list (c) Changes to schedule or late response to reviews will result in a schedule change and scoped out separately as an overage (d) Revisions not considered within the SOW will be scoped out separately as an overage 8. Additional Terms (a) The attached Estimate (Bid# 13214) is subject to revision based on Vendor’s further understanding of the scope of the Project as subsequently presented by Client. (b) Work on the Project is entirely contingent upon the parties entering into a formal Engagement Agreement, which agreement sets out the terms of ownership of all intellectual property created by Vendor for use by Client, and all licenses in connection therewith, as well as payment of Vendor’s fees. (c) The parties expressly acknowledge that this estimate, and all discussions in connection therewith, constitute Confidential. (d) Payment: a. A deposit equal to 25% of the total fee agreed upon is required prior to work commencing. b. A payment equal to 50% of the total due at project midpoint. c. Balance payment including any overages is due upon project completion. d. All invoices not paid within 30 days of project completion will be charged interest on a daily basis at the rate of 2.0% per month. (e) Vendor, Inc. (Vendor) will make Its best efforts to provide goods, materials and services, as agreed for the price agreed upon as set forth in the box marked Grand Total (Total Fee). Any requests for additional goods, materials or services beyond those listed in this Project Order will require the Contracting Client's written approval or an additional Project Order. All rates are based upon a 8-hour day unless specified otherwise. (f) Cancellation a. In the event the contracting client cancels any portion of the work outlined in this Statement of Work the contracting client agrees to pay for all costs incurred by Vendor. b. Vendor withholds the right to determine the percentage of work completed. We look forward to working with you! VENDOR, Inc. (“VENDOR”) by an authorized signer Print Name Wednesday, May 25, 2011
  • 30. SOFT LAUNCH Another mentality change. • Soft launches are good. Launches where 2 million people are hitting ‘refresh’ waiting for your site to go live are incredibly nerve-wracking experiences for you and your vendor. •Also, never launch on a Friday. Wednesday, May 25, 2011
  • 31. SHOOTING DIGITAL CONTENT Questions to ask your production company early on. •If you are shooting with a file-based camera (P2, RED, Phantom, Viper, D20) have you budgeted for transcoding? • Have you budgeted for backing up the files in triplicate? • Will the production company backup the media files in case of corruption? • What is the plan for archiving the original digital footage? • How many hours of footage do you intend to shoot? • How will you handle sound? Record in camera? Separate recording device? •Do you understand formats, codecs and so forth. Wednesday, May 25, 2011
  • 32. CLIENT PRESENTATIONS Things to keep in mind at the agency and especially with your account people. • Is your client savvy at reviewing digital work? • Do they have a firewall? • Is your client international with old equipment or using an old browser? • Mac vs. PC. 90% of the world is on windows. Try using: http://www.parallels.com/ • Chrome vs. IE6. Asia using IE6. Wednesday, May 25, 2011