Note: This is the final installment in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series.

Purposes

Solution Design is the technical planning phase where we define how the back end of the website should function. All of the steps up to this point have been focused on how your website visitors experience your site and this phase is focused on the administrator experience.

Purposes for the Solution Design phase include:

  • Making decisions about site-wide settings and configuration details
  • For CMS websites, defining content types and their associated fields, authoring forms and templates
  • Documenting specifics of site configuration for approval and for future reference

Methodology

The platform on which you’re building your website will play a large role in the Solution Design phase. Regardless of which platform you choose, be sure that your design team knows the platform well so they can be involved in the technical planning. Having a consistent team involved in front-end and back-end design ensures a successful and scalable website beyond the launch.

Each platform comes with its own set of configuration options that should be discussed and documented during this phase. Settings such as the URL for the site and any aliases, HTML title, search, analytics code, registration or login forms, etc. will all need to be defined.

For large websites that have a lot of dynamic content, the platform will likely be a content management system (CMS). There are many options for CMS: Blackbaud Luminate CMS, Drupal, Joomla, WordPress, etc. For any CMS site, we need to design a content model during the Solution Design phase, which defines how content will be structured. Our content model begins by identifying content types for the site. A content type is a group of content items that share similar attributes and layouts. News Items, Blog Posts and Bios or Profiles are common content types for nonprofit websites.

Once we determine what the content types will be, the content modeling process continues with:

  • Defining data/fields needed for each content type
  • Designing the authoring form that administrators will use to create items of each content type
  • Designing templates that control the display of data for each content item

By looking back at our wireframes, we should be able to begin defining the content model. Inevitably, we always wind up needing additional wireframes to define all of the various templates that need to be created. A good rule of thumb is for each content type, you’ll need at least one single template (showing how a single content item will look) and one list template (showing how a list of multiple content items will look). For example:

Here is an authoring form in Luminate CMS for a Blog Post:

Shows the administrator authoring form for a Blog Post

Here is a Single Display Template for the same Blog Post content type:

Screenshot of a single Blog Post article

And here are a couple of List Display Templates for the same Blog Post content type:

Screenshot from the homepage listing latest Blog Posts

Screenshot of a scrolling list of Related Blog Posts

Our complete content model will include the authoring form, single template(s) and list template(s) for each of the content types we’ll be building for the website.

Deliverables

For the Solution Design phase, our deliverable is an Implementation Plan, which is a lengthy Word document that describes the configuration details and, if applicable, the content model in great detail. The Implementation Plan is a deliverable both for the client team and for the web developers that defines everything we’re building. It tends to be highly technical and therefore, we allot time to walk through the plan with the full team (clients and developers) in excruciating detail so everyone understands what’s being built. Once the plan is understood and approved, we start building the website.

What’s Next

This is the last post in our Nonprofit Web Design Process series! I hope you’ve enjoyed learning about the process. To wrap things up, I’ll post a summary in the coming weeks linking to each of the posts in the series so you’ll have a link to reference all of the posts.

Other Posts in this Series

  1. Introduction
  2. Stakeholder Discovery
  3. User Research
  4. Content Strategy
  5. Information Architecture
  6. Visual Design
  7. Solution Design [this post]
ABOUT THE AUTHOR

Lacey Kruger, principal information architect for Blackbaud, works with nonprofit clients to design online properties that work. Whether a full-scale website, a campaign site or a mobile app, Lacey guides clients through a research-based and user-centered approach to design. In her 10+ years at Blackbaud, she has developed a deep understanding of nonprofit web presences. That knowledge, along with her years of experience in information design, have established her as an industry expert.

Lacey has written a Blackbaud eBook, “A Guide to the Nonprofit Web Design Process” and her article, “Designing Nonprofit Experiences: Building a UX Toolkit” was published in User Experience magazine. She has presented at industry conferences including bbcon, IA Summit and BIG Design. When she’s not working, Lacey loves to cook and also enjoys yoga, watching movies and catching alligators (really!).

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