These words came from one of our current clients, during the early wireframe phase of his first website. And although we make the process as easy as possible for our clients, it remains a valid point. Your website is your company’s public face after all, so you really do want to make sure that each and every detail is just right.

The process can be overwhelming for the uninitiated. If this describes you, read on. What follows is a basic, plain-language checklist for getting your organization online.

1. Purpose

Before you do anything else, you need to create a plan… and this plan needs to be centered around the question: What purpose do you want your website to serve?

In essence, you need to develop a proper job description for your website. What do you want it to DO for you? Will it be a simple informational marketing tool and point of contact? Will it serve as an online community, gallery or forum? Do you want an online storefront with e-commerce capabilities? Do you want to position yourself as an authority in your field through the provision of news and resources? The requirements for every website are unique, so you will need to decide which functions best serve your organization’s specific needs.

2. Web Host

A web host is not the same as your Internet Service Provider (ISP). Your ISP simply provides access to the internet. If you want a website of your own, you will need to effectively “rent” the space for it on a hosting company’s server.

A hosting company owns and maintains X number of servers. On each server, X number of websites is stored. With that in mind, there are three common options for hosting:

• • Shared means that you share a server with several other websites, and is the cheapest.
• • Dedicated hosting gets you a server all to yourself, and is the most expensive.
• • Semi-dedicated reserves a server for a very small number of clients.

For most websites, shared hosting with a quality hosting company is more than adequate. If you anticipate high volumes of traffic or bandwidth, however, you will want to look into dedicated or semi-dedicated hosting options. Keep in mind that servers are just like your own computer… if it is overloaded, outdated and neglected, it will perform slowly and inconsistently at best, and crash and fail at worst. Most bargain-basement hosting companies are able to offer cheap rates simply by squeezing as many accounts as possible onto a single, often outdated server. And then there’s the human element… when your email and website are down, quality customer service suddenly becomes very important.

Bad web hosts are a dime a dozen. It is imperative that you do your research, and choose a hosting company based on reliable measures of quality rather than gimmicks, sales or ad campaigns. Widely advertised does NOT equal quality. We both use and heartily recommend the pros at Fused, but always encourage clients to do their own research before deciding on which host best suits their needs.

3. Domain Name

Now that you have a home for your website, you need a relevant, easily identifiable address. The domain name (DNS) is the address that appears in the address bar in your web browser, excluding ‘http://www’ (e.g., our domain name is ‘sagemedia.ca’). Unfortunately, nobody owns a domain name for life. You need to register it (usually through your web host) to start, then renew it every year. If you don’t, someone else can and will buy it up, and your site will be rendered both nameless and inaccessible.

Choosing a domain name is a frustrating, but important process. It is frustrating because of the simple fact that if it is a recognizable word, chances are someone has already registered it… even if they’re not using it. There exists a scourge on legitimate online businesses everywhere known as domain squatters… these people buy up thousands of domain names, and simply sit on them until someone comes along who wants a name so badly that they are willing to pay an exorbitant price to buy it from the squatter. Squatters also buy up versions of existing business names and fill the pages with pay-per-click ads (known as link farms) so they generate ad revenue for themselves by capitalizing on well known companies. Your choice of domain name is nonetheless important – it needs to be relevant to your company (containing your company’s name), easily remembered, and easy to spell. Once you’ve committed to a name, you’ll want to stick with it.

4. Target

Further to your initial plan, it is important to decide exactly who you want to communicate with online. Your target audience should already have been established in your business plan. In planning your website, you need to keep in mind what THEIR needs are. Are they looking for information; Do they need a problem solved (hint: the answer is always yes); Do they want to be entertained, educated, or simply served? Combined with your purpose (and as you’ll see, intertwined as well), a sharp focus on the target audience is central to your website strategy.

5. USP

Following from the previous items, your website will need to emphasize and reinforce your USP, or Unique Selling Point. This is the reason why people will choose to come to your site (and your company) rather than your competitors. Note you can’t get to this point without first developing an understanding of your target audience. The USP is the answer to your customer’s problems.

6. Budget

As the single most important online marketing investment your company will make, you will need to determine a realistic and appropriate budget for the design and development of your company’s website. Plan to invest well into four figures for a properly planned, well designed and expertly executed business website. Rates vary wildly between providers – the web design field is largely unregulated, so be sure that you look for qualifications, reviews and referrals, and know exactly who you’re hiring. This includes confirming precisely who will be doing the actual work, as many ‘design’ companies are simply middlemen outsourcing contracts to unqualified overseas labour farms.

7. Content

Given this article is being written by a designer, it may surprise you to see content weighing in first. The fact is, effective design relies on high quality content to provide context, depth, and relevance. If you think of your design as a restaurant, your content would be the food. Note that content is also not limited to the text within your pages; it also refers to images and brand materials (like your logo, for example). These are things that your designer should be provided with upfront, so they can move forward with context and purpose.

8. Persona

Refer back to the parameters covered in previous checklist items – namely your purpose, USP, and target audience. These items will help guide you in narrowing down a personality for your website. As part of a more thorough consultation, any reputable designer will ask you fairly early in the process to provide them with a mood-board, or a selection of exemplar sites that portray the sort of image you want for your business (in addition to industry relevant examples of what you explicitly do NOT feel represents you). Obviously, the purpose is not to find something to copy, but rather to better define the mood and theme for your online presence.

9. Website Design

This is the fun part, though it doesn’t quite start out that way. Clearly, you’ll need to research and choose a qualified, reputable designer. Find someone you feel comfortable with, review their portfolio, look for customer reviews, learn about their company and philosophies, and enter their name into a search engine. Finally, be sure to review the design company’s terms and conditions. There are many designers whose terms specify that they (not you) retain ownership of all materials in perpetuity, placing restrictions on your usage. Remember, you will be investing a significant amount of time, trust, effort and capital in creating your website, so it is most certainly worth your time to ensure you really are choosing the right professional for the job.

Following your initial consultation and scope development, your designer will generally develop a wireframe for your approval. This serves as the skeleton for your site, establishing general placement/layout and structural presentation of site elements. It’s boring, but it is important. Spending a little time here now will save a lot of time later on.

The wireframe will be followed by a visual concept presentation for your homepage. If all of the preliminary steps have been covered thoroughly and thoughtfully (by both the designer and yourself) and communication has been clear, this will generally serve as the starting point for your site. Of course, you may want to tweak some colours, graphic treatments or images to make the design perfect in your eyes. Remember though, your eyes are not the important ones… it is the eyes of your customers you really need to consider. And it is your designer’s job to communicate your message with your target audience squarely in mind.

The design phase finishes with your visual layouts contained within PSD files. If your designer is also your developer, the transition to the next step will be seamless.

10. Website Development

If your website designer and developer are the same person, they will already have been provided with the required functionality and content for your site. If you are going with a separate developer, you will need to provide them with PSD files for the site (provided by your designer) as well as a detailed outline of exactly what you want each part of the site to do, and an outline of your content. They will then turn your visual design into a fully functional, working piece of communicative art (in code).

Like designers, web developers are not created equal. Not by a long shot. Web development is a rapidly changing and ever-evolving field, with different technologies and techniques being created, updated, and rendered obsolete on a daily basis. Web standards are important to ensure that your website looks and works as it should for the maximum possible number of visitors, though even that is no guarantee. Your developer will also need to test the site for cross-browser and cross-platform compatibility (because not all browsers follow standards). The way your site is coded is incredibly important for usability, accessibility, and will have a strong impact on how your site ranks in search engines. So choose someone who really knows what they’re doing.

11. Launch

While there are certainly other considerations insofar as pre-launch marketing goes, at this point your website is technically ready to deploy. Your developer will want to migrate your site onto your server for you (the one that your domain name points to, provided by your hosting company), and then complete one final set of tests to make sure that everything continues to work the way it should in its new home. This is another reason your choice of hosting companies is important – the software installed on the server needs to be up-to-date so it can support the latest standards in development.

12. Corollaries

Search Engine Optimization (SEO)

SEO is an entire industry unto itself, with intricacies that extend far beyond the scope of this article. At minimum, if you want anyone to find your website on a search engine, your developer needs to employ best practices in organic, white-hat search engine optimization. Organic simply means that the optimization is contained within the code, content and build of the site itself. White-hat means that the methods employed are not prohibited or frowned-upon by the search engines themselves. Google et al WILL blacklist any website it finds that tries to circumvent the rules through unscrupulous SEO techniques.

There are additional SEO tactics you can (and should) employ yourself to maximize your exposure. Search engines rank sites higher if they have regular updates with new content, and a good number of quality inbound links. This does not mean link exchanges necessarily, as search engines often penalize sites that offer little in the way of actual content. Basically, the more high-ranking websites you can get to link back to your site, the better.

Social Media

These days, everyone and their mother has a profile on Facebook and Twitter. Professionals will also have a profile on LinkedIn. Setting yourself up with a presence on social media can draw visitors to your site, IF handled properly. In order for this to work, you will need to invest time into keeping your profiles up to date, and you will need to make sure your contributions are relevant, appropriate, and suitably engaging for your visitors.

Offline Marketing

The web is an incredibly important medium for marketing your business. However, you should not make the mistake of ignoring classic offline marketing techniques and resources. Be sure to update all of your promotional and corporate materials to include your website address and branded email. This includes just about everything that has your logo on it, including your business cards, stationery, signage, advertising, packaging, etc. If a customer sees an ad on the side of a bus as it rolls by, they will be significantly more likely to retain a website address than any other method of contact advertised.

Your Browser

While your website will have been tested and developed to function in older browsers, it cannot be optimized for them. Current best practices and up-to-date techniques are simply not supported by many obsolete browsers, requiring secondary options and workarounds. So, open whichever browser you prefer to use, and update it to the latest version. It’s free, it’s easy, and it has the potential to improve your online experience exponentially.

Although this article has been fairly lengthy, it really is just a primer on the most important fundamentals of launching a new website. If an effective result is to be expected, the process becomes an involved one that requires considerable investment and effort on the part of the client and the designer/developer. It also requires a high level of expertise. As always, research is important. Hopefully this checklist will have you well on your way.

In my personal life, I would be classified as what’s been somewhat unflatteringly coined SCUMY. That is, Socially Conscious Upward Mobile Youth. Though nearing 30, I’m not so sure about that Y at the end any more. I’m not an extremist, but I do what I feel I can. I’m a vegetarian, buy local produce, reduce and reuse where possible, compost or recycle the rest, work paperless and get around by bicycle, when it’s feasible. I also love hot showers and drive a pickup truck so… well, nobody’s perfect.

The little things we all do on a daily basis are significant, but at the same time, somewhat futile in the shadow of the astonishing impact made by the corporate world. More specifically, the companies who provide the things we use every day… our houses, vehicles, utilities, entertainment, clothing, and everything else down to that small package of screws you bought the other day at the hardware store. These are huge polluters, both directly through their own operations, and indirectly through the production and packaging choices they make.

As a small example of this trickle down effect, take a look at something just about all of us probably have in our refrigerators right now: the ubiquitous Heinz ketchup bottle. I’m not talking the classic glass one, but rather that big plastic tank with the ill-conceived and somewhat ironically named ‘easy squeeze’ cap. Yes, it won the Dupont Packaging Award, but I hate it. From an aesthetic standpoint, it’s just plain ugly on the table. Functionally, it gets a failing grade as well… I squeeze and squeeze and nothing comes out, until BAM. My plate is covered in an explosion of angry tomato. All this to avoid having to give your bottle a quick shake before serving.

I’m not going to pretend to know how efficiently Heinz runs their factories (or their suppliers, for that matter), but I do have one little statistic: production for just one of these lids uses 14.4g of oil, as opposed to 3.8g for a normal lid. Combine that with the fact that these bigger plastic containers are less recyclable and more damaging than the tried-and-true glass bottles, not to mention issues surrounding additives and offgassing. So even if we do choose to recycle, the choices regarding the degree of impact for that action have already largely been made for us.

As a designer who LOVES to work on product packaging, you would think I might be a bit more cavalier, favouring form over function, aesthetics over practicality. You’d be right, and wrong… because I don’t see these things as mutually exclusive.

Here’s how I see it:

• With the right design, environmentally responsible packaging can be significantly more visually appealing than its bulky nasty plastic alternatives.
• Production costs are often much lower than the popular overpackaging options.
• People who are buying Green products tend to have a higher income, and are willing to pay more for a smaller carbon footprint.
• More and more municipalities are considering shifting waste and recycling costs back to the companies that produce the materials in the first place.

These simple points taken into consideration, I would think that companies are looking at an incredibly easy decision when it comes to packaging their products.

The decisions for consumers are unfortunately not always so clear. With Green being the colour of the year, everybody’s looking to cash in on this seemingly new-found mass social conscience. Faux-friendly offerings abound, and marketing departments are spinning at full tilt. The average consumer doesn’t know the difference between degradable and biodegradable, so when major supermarkets start advertising 100% degradable packaging (hello, fossil fuels and toxic additives ), most of us are easily taken in.

But as with any free ride, this one’s coming to a close. That trusty old consumer skepticism is growing exponentially as more and more companies are making the Green claim without backing it up. The masses are getting wise. So my advice to you would be, don’t get caught in the backdraft.

Even if you forget about environmentalism and ecological responsibility for a second – the fact of the matter is, Green is more appealing, cheaper, easier, more sustainable, and more profitable. What’s not to love?

Your materials should all send the same clear and positive message about your business. For your corporate and marketing materials, this means that every item in the “wardrobe” should match… not in terms of looking identical, but rather each item should complement the other and when placed together, it should be obvious that they are two pieces in a cohesive suite of well thought out and professionally implemented design. This includes your logo, stationery, packaging materials and labels, signage, web site, email signature, window displays and office decoration, PowerPoint presentations, giveaways and specialty items such as mugs, t-shirts or pens.

Your trademark or logo needs to be professionally developed, and used in a consistent way. Don’t be tempted to change the font or colour randomly or without obvious cause. Of course you can have several versions of your logo, but keep the number of variants low, and be sure that you have one primary version that is recognizable as the “official” logo.

Your stationery should all be the same colour, finish, and quality of material. Ideally, your basic corporate identity package (business card, letterhead and envelopes) would be developed as a set by a brand designer with experience in creating cohesive stationery systems for business. And when printing documents on your shiny new letterhead and envelopes, use the same font consistently.

Project Taste and Success

You care about your business and take a lot of pride in the quality what you offer, so make sure you show it. Use high quality stock and finishing when creating your materials… go for the thicker stock, the satin or high gloss finish, and the best design company you can afford. In designing your materials, simple is always better. Yes you can have airbrushed murals printed on your letterhead – but please, resist the temptation to go too exhuberant in this area. Look at Apple; people love clean and simple. It’s just nicer, and people will take you more seriously as a business.

And as for your business cards, again you want to avoid the temptation to purchase an Avery kit and spit them out of your deskjet printer at home. The paper is lightweight, and the printing process is far from professional, so it ends up looking cheap, the ink will smudge, and it’s not durable. Have your cards designed professionally, and opt for offset lithographic printing on at least 12pt card stock (I prefer 14 with satin, or one of the more artistic options such as plastic or metal). The end point is that your card, and all your materials, should create a positive, interesting, and lasting impression.

And remember, these items don’t just apply to your corporate materials; apply them to the way you do business in general and you’ll reach the same result: an impression of competence, and success.

Sage Media is an international corporate design firm based in Ottawa, Ontario.

The benefits of sustainable packaging design go beyond reducing your ecological footprint as well. It is also an excellent way to differentiate your company from the competition. Looking at companies like Aveda in the USA, and French Rabbit Wine in Canada, it is easy to recognize the sweeping success gleaned from marketing to today’s more environmentally aware and responsible consumers.

Sage Media is an international corporate design firm based in Ottawa, Ontario.