J A N E H E L L I N G S A N D R U T H M O R R I S

SELECTING A WEB AGENCY

AGENDA

ContextPreparation

ProcurementWhat we would do differently

JESUITS IN BRITAIN

• 10 schools• 2 university colleges• 5 spirituality centres• 10 parishes• 3 university chaplaincies• 3 volunteering ministries• 5 publications • 1 daily prayer podcast• Jesuit Refugee Service & Jesuit Missions• 56 websites

PREPARATION

Review SurveyEstablish

Web project board

Technology signposting

& Prioritisatio

n

Brand developmen

tConsult

Brief developmen

t

THE BRIEF – CONTENTS • Notifications• Background to the Jesuits• Overview of the current web presence and preliminary research• Project Scope – 4 sites, for each site:• Overall goals, current CMS and analytics, functional requirements,

back end usability, responsive requirements, CRM integration, current & target audiences, donations/e-commerce gateway, maintenance

• Access and SEO, black-listed features• Business case• Project references • Project organisation• Timetable• Budget• How to bid – inc ownership, T&C’s, deliverables

PROCUREMENT PROCESS

10 • Long list – project board & Purple Vision

5 • Short list invited to chemistry meetings

3 • Invited to tender

2• Tendered and interviewed by full panel• Office visits, background checks and references

CHOICES

• video

WHAT WE LOOKED FOR

People who • Understood us• Could do complexity• Had a long track record and big size• Experience with CRM integration • Experience with open source and Drupal• Were committed to CPD• Understood mobile responsiveness

WHAT WE LEARNED

• Insufficient consultation/preparation with some website owners• Needed a bigger field to choose from – 2 not

enough to interview• Presentations were disappointing from both

agencies and not enough attention paid to individual site requirements• Both agencies over budget but in very different

areas

JESUITS IN BRITAIN