How to manage a successful website revision process

We’re in the final stages of your new website and are super excited to hand it over to you now for your feedback! We know this can be a fun but challenging part, especially now that we’re getting so close to the end. To help make this as successful and easeful as possible, we’ve put together this revisions document to guide you through making the most of this part of the process.

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Here’s what a typical round of revisions looks like

Step 1

Review the site and share it with any staff, board members, and other stakeholders whose input is needed.

Step 2

Everyone submits comments and requests using Markup.

Step 3

The point-person—or core project team—reviews all comments in Markup to ensure alignment and accuracy. (see checklist below)

Step 4

Email us and let us know you finished compiling your Round 1 of revision requests.

Step 5

We’ll review and begin making updates. If anything is unclear or requires discussion, we’ll schedule a meeting.

Repeat

Repeat steps 1-5 for Round 2. This round is typically a shorter round where you confirm changes from Round 1 and add anything else we missed the first time through.

What to include in your revision requests

Actionable Requests

Make your revision requests as actionable as possible before you turn them over to us.

Topics for Discussion

It’s also fine to include questions and topics for discussion—whether for your internal team or for our input. Just make sure to translate any “topics for discuss” into “actionable requests” if you want us to make changes. “Should we use a different image here?” is not something we can take action on without further input.

Targeted design feedback

Ensure that the design fits the mood and branding of your organization, and that the full draft site is aligned with the look/feel we agreed on in the visual design round. If something doesn’t look quite right, let us know! But avoid nitpicking design details—it’s our responsibility as the design professionals on this project to ensure the design delivers on our promise.

Mobile review

Make sure to check the site on mobile and tablets as well. We review it on our devices but sometimes things look different on other screen sizes and operating systems. The Markup tool includes mobile previews which you can use to test and submit mobile-specific feedback. You'll find these preview modes in the top right of Markup:

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Test out all functionality

Test out making a purchase, submit all the forms, log in as a member, check all the links, etc.

Don’t get overwhelmed

Remember that all content on the site (text, images, links, etc) can be easily modified using the WordPress dashboard. We’ll provide a website training soon after launch so you can continue making updates and improvements whenever you want. This is not a speak-now-or-forever-hold-your-peace kind of moment. 🙂

Revisions Checklist

Make all requests that are passed on to us actionable:
Actionable request: “Remove this image and replace it with this…”
Non-actionable request: “I’m not sure about this image.”

Image requests: include the new image as an attachment.

Text changes: specify what text should be added, what should be removed, and where. Feel free to copy entire sections, edit the text, and paste it in Markup rather than leaving a bunch of comments if that’s easier!

Mobile review: Check the site on multiple mobile phones and tablets.

Test everything: Test all functionality including links, galleries, forms, etc.

Clean up requests: Look over all revisions submitted by staff and other stakeholders, and remove any you don’t want to proceed with.

Tips for managing stakeholders

  • Share the site broadly with stakeholders and others who can offer valuable feedback. You can share it with as many or as few people as you’d like.
  • Designate a person to collect and compile the revisions. Their job is to decide what feedback to pass on and what to ignore.
  • Don’t just blindly pass over all of the feedback you get from your stakeholders. If you get feedback from lots of different people, chances are you won’t agree with all of it, and some requests might contradict others.
  • Remind stakeholders where we are in the process and what sort of feedback we’re looking for.
  • Solicit specific feedback (rather than open-ended). Rather than having all staff members give opinions on the whole site, you might want to ask specific people to focus on the parts of the site most relevant to them. Dave from Development should be invited to give extensive feedback on the Support Us page, but his opinions on the blog layout may not be as helpful.

What's next

Once we finish both rounds of revisions, we’ll get your go-ahead to prepare for launch and set a date. We’ll run the site through our pre-launch checklist, including SEO optimization, accessibility, and final testing. Then we’ll launch on the agreed upon date, usually before or after working hours, and send you a launch congratulations email once the site is live. We usually recommend waiting at least 24 hours before promoting the new website to ensure it’s had time to fully propagate across the internet.

We continue to provide full support for the site for 30 days after launch. During this time, we’ll schedule a Zoom training to show you how to edit and add content to your website using the WordPress dashboard.

After 30 days is complete, we’ll invite you to sign up for a website care plan so we can continue to monitor, support, and improve your website into the future. Or if you decide to manage it yourself, we’ll ensure you have the access you need.

FAQs