SCORE Chapter Website Migration Guide
Contents
1. Our 90 volunteers offer small business entrepreneurs confidential business counceling at no charge representing over 3 000 years of experience across 62 industries Learn About Us Free Mentoring SCORE s mentors comprised of active and retired business men and women provide clients with free and confidential business counseling Counseling can be conducted at the client s place of business at our chapter headquarters by telephone or via email Training amp Events SCORE mentors and representatives from the local business community conduct a variety of regularly scheduled low cost educational workshops that provide valuable information and techniques necessary for establishing and managing a successful business Resources amp Tools With access to a wide variety of documents templates and tools to assist you in starting or growing your business the information provided here covers a wide range of subjects including initial business planning capital sources government agencies and much more Upcoming Training amp Events 5 Financing Your Business Internet Marketing 302 Develop a Winning Email Marketing Strategy Done properly E mail marketing is highly effective This seminar shows you how You ll discover secrets to creating professional E mail messages locate receptive respondents how to track Financial Statements What They Mean How To Use Them SCORE Account Login Register for Free Beco2. National will be providing suggestions and materials for local marketing campaigns SCORE chapters can control posting of local partner sponsor logo images and links on their new chapter website homepage This can be done for consideration or on a no charge basis The current policy that prohibits the sale of partner sponsor goods or services on SCORE chapter websites will remain in effect Chapter can add an almost unlimited number of partner sponsor logo images and links to their websites Three will be featured on the homepage one in the upper right corner the other two at the lower right The rest will be accessible via the Our Partners page 3 11 Workshops amp Events One of the main benefits of the new websites is tight integration between Constant Contact Event Management and the new national and chapter websites Workshops created using the free Constant Contact accounts available to all SCORE chapters will appear in the new national site and the new chapter websites 12 SCORE YY FOR THE LIFE OF YOUR BUSINESS Please note that Constant Contact Event Management is not the regular email marketing module that most chapters are using Rather it is a comprehensive solution that manages all aspects of event management There are several advantages of Constant Contact Event Management over 123Signup and other event management solutions that chapters may be using 1 You can track workshop marketing from opens and clicks all the way t
3. 29 launch date to make sure May they know how to find content that they were using on the old website Implementation 20 Review new website with chapter stakeholders April o 21 Set up 301 redirect to point old domain to new domain April 29 O 22 Check site after go live to ensure content is successfully April 29 o migrated 17 SCORE 4y FOR THE LIFE OF YOUR BUSINESS Appendix D Workshops amp Events Page Wireframe SCORE Counselors to America s Small Business Mentori Home gt Comat Neve En Espanol 1 Logh Templates amp Tools About SCORE Our Impact Topics v Donate Volunteer Workshops amp Events Title of Workshop Would Appear Here This workshop will help prevent too early being undercapitalized is one of the main reasons people fail in their first few years This webinar will you ll need to get started you from starting Share this Print Title of Workshop Would Go Here This workshop will help prevent you from starting too early being undercapitalized is one of the main reasons people fail in their first few years This webinar will give you a clear idea of how much money help you determine how much you ll be able to make and provide useful templates to calculate your specific funding requirements give you a clear idea of how much money you ll need to get started help you determine how much you ll be able to make an
4. Raquest a speaker Special Topics iael Ou Team About This Site Opportunites Sitemap Resources amp Tools Counseling Locations Privacy Potcy Business Plan amp Financial Template nent Copyright Your Business Sponsors Terms of Use Secking Capital trom the Donate Others Your Start Up Business o Related Sites erae Harel Impact SCORE National Managing amp Growing Your Business Success Stones 3 SCORE Foundation Meet our Mentors z SCORE Community 2010 SCORE Amociation SX West C Street Sute 550 San Dingo CA 92101 Client Sign In Donate Volunteer J EIB oom Chent registration 1 For Volunteers D DOn 20
5. SCOREH FOR THE LIFE OF YOUR BUSINESS SCORE Chapter Website Migration Guide Chapter Website Migration Team Version 1 February 22 2011 SCORE YY FOR THE LIFE OF YOUR BUSINESS Table of Contents Versiori FISKOLY ssisneisianivensnnstnrinonesverinianeisneanvaicnnanensisnena nn snedeineoununwernainhuns enipuneedenuineasipensinntpaneunnnseaniwsavuismenivenie 3 1 Ove ie cman mae a Euan aaeeneNaae 4 1 1 Why is SCORE changing its chapter We Stes ia caicsessicavcardedossansannevonsaes aomsaniavonanreaoeniuannoanveunoannaeses 4 1 2 What are the advantages of the new chapter websites s sse ssesssssesresrresrressrssrreserenereneeenresnresnresneesee 4 1 3 How to DS THis guide serais a aa oreda aaee iE aaa aE Saai arai Eaa 4 2 All About New Chapter Websites sssssissassniaienain aiana a aaa 5 2 1 Who is building the new chapter websites esssesssessssressressreesreestessteusressrennrensrensrenerenerenresnresnresnresee 5 2 2 How the new chapter websites are structured esssesssssssssessreseesseesstessressressressreserenerenerenersnersnresneese 5 2 3 How the new chapter websites are constructed sesssesssssesseesseestesstesstessressressreserenerenerenerenresnresreese 5 2 4 What the new chapter websites will look like s esssesssssssssesssessseeseesseessressressressressrenerenerenersnresnresreesee 6 2 5 What functionality and content will be included in the new chapter websites sssesssesesseesseese 6 2 6 How much control wil
6. aged by Forum One Communications This means that chapter website domains will be sub domains of www score org The convention for chapter website sub domains and URLs will be www chaptername score org SCORE 4 FOR THE LIFE OF YOUR BUSINESS An email informing all chapters of their new sub domain names and URLs was sent out in January A list of the new sub domain names and URLs can be found on the same page in the Volunteer Center that you visited to download this document http volunteercenter scote otg chapter_ migration tools html If you feel that your chapter name needs to be changed which will change your URL notify your District Director When the new chapter websites go live on the hard launch date chapter webmasters will need to login to their web hosting accounts and set up a server side 301 redirect from the old domain name to the new one This will ensure that search engines are directed to the new domain All SCORE chapters are expected to set up redirects from their current chapter website to their new chapter website on 4 29 to coincide with the 4 29 hard launch date All chapters should have their redirects set up by 10 31 11 If you need some guidance on setting up a 301 redirect Google Webmaster Central is a good place to start Follow this link http www google com support webmasters bin answet pyPhl en amp answer 93633 Chapter webmasters can choose to set up forwardings with or without masking their cur
7. anized by industry topic demographic and geography Vv The new websites will serve up content workshops events templates tools news to clients and visitors based on the industry topic or location they have expressed an interest in v Chapter webmasters will be able to add change and delete content and pages using Drupal the leading open source content management system CMS With several hours of training persons with average computer skills can manage content They do not need to know HTML or programs like Adobe Dreamweaver or Microsoft Front Page v All new chapter websites will be hosted free of charge in the same hosting environment used for www score org eliminating the expense of maintaining separate hosting accounts vV SCORE will adopt a standard convention for chapter website URLs www chaptername score org and chaptername score org further reinforcing our national brand and eliminating the cost of individual chapter domain registrations v Virtually every type of content you have on your current chapter website will be able to be included on the new website images files links and text 1 3 How to use this guide The purpose of this guide is to familiarize SCORE chapter webmasters with the new websites and prepare them for the migration process that will happen in April 2011 It is not intended to be a user manual for content management A complete training manual with step by step instructions for migrating a
8. d Upcoming Events Near Zip Code 22301 Find events near Date Sep 1 2010 9 00am 3 00pm Alexandria VA Sep 1 2010 8 30am 12 00pm Reston VA Sep 15 2010 10 00am 12 00pm Washington DC Event Descriptions New Event Unlocking the Secrets of How Extraordinary Leaders Motivate Show me Eeen Online workshops Authors of The Inspiring Leader share how to motivate your team Most Popular Online Workshop Develop your business plan Focus your idea and plan for success Quick START Series Workshops Ready to start a business Then attend the 5 part SCORE QuickSTART TM Series Workshops to get the answers you need Sep 21 2010 8 30am 12 00pm Falls Church VA Free Live Webinar 7 Ways to Maximize Your Profits Attend this Soundview Live webinar with international success expert Brian Tracey He will share the seven powerful principles for business success Sep 28 2010 American Express OPEN amp SCORE Speed Coaching Event Get free one on one coaching networking opportunities amp 8 30am 12 00pm 5 Chantilly VA from SCORE and American Express OPEN Sep 29 2010 TheStreet Small Business Success Stories 8 30am 12 00pm Bethesda MD Afree 6 part webinar series presented by TheStreet in partnership with SCORE 18 Search Workshops amp Events Enter keyword Most Recommended Curious to see which workshops and events SCORE and other member
9. dresses for SCORE volunteers follow this naming convention firstname lastname scorevolunteer org Chapters can elect to transition all volunteer email addresses to Google Apps Email starting now POP IMAP forwarding can be set up in Google Apps Email to forward emails to each volunteers personal email address Google Apps Email is not the same as Google s gmail product but the user interface is similar The table below shows the policy and procedure for obtaining various types of Google Apps Email addresses Email Address Type Individual volunteer email addresses Volunteer chapter Request from Available firsthame lastnhame scorevolunteer org discretion http support score org now Chapter email address Chapter National will setupin Available contact chapternumber scorevolunteer org discretion advance Will be 3 14 11 posted in Volunteer Center Chapter functional email addresses Chapter Request from Available function chapternumber scorevolunteer or discretion http support score org 3 14 11 e g webmaster 0513 scorevolunteer org To set up Google Apps Email addresses 1 Go to http support score org 2 Click the Submit a Ticket link on the left side of the page 3 Select the Google Apps Provisioning and Support option from the Ticket Type drop down list A user guide for volunteers and chapter administrators for both the conversion and subsequ
10. ent use of scorevolunteet org and tips and techniques for interfacing their messaging application with the new system will be distributed separately 11 SCORE YY FOR THE LIFE OF YOUR BUSINESS 3 9 Chapter Homegrown or Third Party Applications SCORE National regrets that it cannot replicate every homegrown or third party applications that chapter have featured on their websites A comprehensive and robust scheduling solution will be made available to all chapters in a subsequent release scheduled for mid summer 2011 Chapters will be allowed to set up links from their new chapter website to their legacy chapter website to provide access to mission critical applications for volunteers and clients 3 10 Marketing Activities We strongly suggest that all SCORE chapters initiate some marketing activities to keep local clients informed and use the new website launch for maximum marketing advantage Anything that s news worthy is a good excuse to reach out to customers 1 Start informing customers in April that our new website is coming Place a banner about the new website on your current site 3 Start mentioning the new website in April editions of chapter newsletters and workshop marketing 4 Ask all counselors to mention the new website to their clients in April counseling sessions 5 Follow up with clients after the 4 29 launch date to make sure they know how to find things that they were using on the old website 6 SCORE
11. epage which appears as the Stay Connected signup box at the upper right of the page Select Featured Success Stories from among you own success stories to place on the chapter website homepage Add change delete social media links to your chapter social media pages at the bottom of the chapter website homepage Select Featured Workshops amp Events to appear on the chapter website homepage and Workshops amp Events page Select Featured Templates amp Tools to appear on the chapter website homepage and Templates amp Tools page Edit content on the Donate page 12 13 14 Edit the En Espa ol page Edit News detail Edit Statistics detail Chapter Webmasters 7 not be able to 1 Change the main menu Connect pages they create to the main menu or other navigational elements New pages created by webmasters will be accessible via links from other pages only Change the arrangement and positioning of visual elements on the homepage or other standard pages Chapter Volunteer Centers The new SCORE national website will provide a national volunteer centert that is also partitioned into separate volunteer centers for each chapter When a volunteer logs in to the national volunteer center the system will recognize his her login and take them to their chapter s volunteer center Volunteers will be able to post content items share content participate in discussions locate other volunteers by skill industry and other attributes and c
12. esssesssssssssrsssrsereseresereseesrtessresnreseresrreserenreenresnrens 15 Appendix C Chapter Website Migration Checklist seessesssssesssessersssesrsesstesrresnresnresereseeesrrenreenresnrens 16 Appendix D Workshops amp Events Page Wireframe sesssesssssisssesseissesrsesstesrresnresnreseresnresreeneeenresnrens 18 Appendix E Templates amp Tools Page Witeframe ssssesssesisssrsssreseesssreseesseesntesnresnresnresnresrreseeenreenrens 19 Appendix F Chapter Website Homepage Wireframe irsssstoncescressstatronscreinsiatrersssnnseintecicnccntes 20 SCORE FOR THE LIFE OF YOUR BUSINESS Version History a Ca Ss January 14 2011 14 2011 First Draft Draft February 22 2011 Reviewed and approved by Falahyar Fatmi SCORE 0 Director of IT and Bert Oltmans New Website CRM a Manager D E SCORE FOR THE LIFE OF YOUR BUSINESS 1 Overview 1 1 Why is SCORE changing its chapter websites SCORE is a national brand it s important that all SCORE chapter websites have consistent branding look and feel and navigation 1 2 What are the advantages of the new chapter websites There ate many advantages to the new chapter websites Y Consistent branding look and feel and navigation will be enabled with templates provided by Forum One Communications www forumone com an award winning Alexandria Virginia based digital communications firm V SCORE s wealth of content both local and national will be org
13. fessional E mail messages locate receptive respondents how to track Financing Your Business Financial Statements What They Mean How To Use Them 1B All Local Success Stories View All Training amp Events SCORE Account Login Register for Free Become a Volunteer About Us Meet Our Team Opportunities Counseling Locations Contact Us Our Sponsors Donate Our Impact Success Stories Meet our Mentors Copyright 2010 SCORE Association Get Started Get Free Mentoring Find Local Training Find Business Tools Request a Speaker About This Site Sitemap Privacy Policy Copyright Policy Terms of Use Related Sites SCORE National SCORE Foundation SCORE Community Volunteer Center 550 West C Street Suite 550 San Diego CA29101 p 619 557 7272 Credi is eNewsletter Training amp Events Planning a New Busniess Marketing and Sales Finance Special Topics Workshop Center Resources amp Tools Business Plan amp Financial Template Developing Your Business Plan Seeking Capitol from the Bank Launching Your Start up Business Buying a Busine Managing amp Growing Your Business t 619 557 5894 14 In Partnership With US Sail busines Ademnumanon Your Smail Beniness Revowree afaj CISCO AaSOtg SCO FOR THE LIFE OF YOUR BUSINESS Appendix B Chapter Website Design Template B SCORE 7 San Francisco Mentoring Workshops amp Events San Francisco Chapter
14. here clients learn about how SCORE helps entrepreneurs and view success stories 6 Topics This is where clients can access all types of content workshops events templates tools news etc organized by topic 7 Donate This is where visitors can donate to SCORE National or their local chapter Volunteer This is where visitors can volunteer for SCORE online 9 News This is where visitors can access the latest news and SCORE and SCORE activities Gu eG foo ge A complete sitemap of the chapter websites can be found in the same section of the Volunteer Center that you used to access this document http volunteercenter score org chapter_migration_tools html 2 6 How much control will chapter webmasters have over the new chapter websites Chapter Webmasters 7 be able to SCORE YY FOR THE LIFE OF YOUR BUSINESS 1 2 10 11 Create an almost unlimited number of pages with content in the About Us section of the chapter website Select a homepage image for the top of the page template A only Add a block of text to appear next to the homepage image template A or at the top of the homepage template B Select images for Mentoring Workshops amp Events and Templates amp Tools for the carousel template A or the stacked boxes template B Add change delete local partner sponsor logos with links to partner websites to the lower right side of the page Add a newsletter signup box to the hom
15. hrough to registrations 2 It will be tightly integrated with the new volunteer center and CRM 3 It s free Chapters pay only the credit card processing fee unlike 123Signup and other solutions Training on Constant Contact Event Management will be rolled out in late February early Match 13 SCORE 4 FOR THE LIFE OF YOUR BUSINESS Appendix Appendix A Chapter Website Design Template A ContactUs News Slog En Espano Login SCORE 4 San Francisco search Mentoring Workshops amp Events Templates amp Tools About Us Our Impact Donate Volunteer San Francisco Chapter Our 90 volunteers offer small business entrepreneurs confidential business counceling at no charge representing over 3 000 years of experience across 62 industries Stay Connected earn About Us SCORE Workshops A Powerful Way to Help Your P Business Grow Sel ORATE TURNAROUND Over 8 000 Workshops o Topics from startups and growth companies Ajaj CISCO B in your community and online WORKSHOPS amp EVENTS V lt O w N w a wi e MENTORING Upcoming Training amp Events Featured Success Story Quisque congue justo Suspendisse molestie tempor plac erat Donec vel orci nulla ut gravida f Internet Marketing 302 Develop a Winning Email Marketing Strategy Done properly E mail marketing is highly effective This seminar shows you how You ll discover secrets to creating pro
16. it amet consectetuer adipiscing elit sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam Lorem ipsum dolor sit amet Latest Templates amp Tools ise To Gnas o Gum rra T Displaying All Templates amp Tools Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 Display the template or tool title here and truncate after 100 characters Sep 2010 19 Share this Print Search Templates amp Tools Enter keyword gt Most Recommended Curious to see which templates and tools SCORE and other members find most useful Want Local Templates Our chapters produce their own templates and tools that may support local needs Discover what s available by finding a local chapter Find a Mentor 13 000 mentors across 100 industries with 500 skills Find a mentor that can help you with your small business needs Workshops SCORE offers hu
17. l chapter webmasters have over the new chapter websites s s s 6 3 How Chapter Websites Will be Created and Implemented icici ccissettesasinsstinctavrteidivsriasinuetanhanieiinerdes 8 3 1 How will SCORE chapters create their new websites a saiscaadiccietiiasiiatibasetnbineiiadataeahiusimentaerins 8 3 2 What is the timeline for building the new chapter WelDsiteS ssasios cutis tatearistavstattneetatciannbaidvneichdnentas 9 3 3 Co tent TASANNO esige an ene tw spc nde E E R A G ees 9 DA TANO a EE K R EE E E EA N E GNE 9 35 D crea hl ota haa sce mere ret te e n a a a veer eer eter Tey 9 3 6 Search Engine Optimizat ois sesionin i isn adn a a Sannin tieamnas Seanad adits 10 37 TG SUAS ACCO NtS ase sasesinsansaiienaseinansuta anasiasiesubaivnanes tesa uunsibaiisesileSanninbaniotasibeidonsdinacauiiasdunsusatieas 10 OG Dna er E auietessc vena sieivttasaabets ait glcaia update veiaaisabictudetesncetssasunlehaundedata ted latiettasnubetileiisiiteuade 11 3 9 Chapter Homegrown or Third Party Applications isissiscaisasacecasaisscntitiasscnsashnsositassiuenatousnnatsunaunas 12 3 10 Marketing CV AGS sesinin aoin aane iaei saaien aasia aa raD nan AASA AEEA EEEE OnE 12 3AN Workshops e EVENTS eit eer ane aor ae eisini mT een s eton eon re Pere en ee 12 Se I ashton cist acs E E adeno Nhe 14 Appendix A Chapter Website Design Template A scaiseecsssctsss navddevandeseos estedhwssyd tetsasdetuavanivecsnsitstersasies 14 Appendix B Chapter Website Design Template B
18. m templates for SCORE s chapter websites The templates enable chapter webmasters to manage content in specific areas of the site while maintaining consistency across all sites for elements such as look and feel spatial arrangement and navigation 2 4 What the new chapter websites will look like SCORE chapters will be able to select one of two templates that Forum One has developed They are referred to as Template A and Template B See Appendix A and B for images showing the homepage designs A communication from Devin Jopp was sent to all chapter webmasters and chapter chairs on February 11 asking them to select the template they want to use If you haven t selected your template by February 21 a skeletal chapter website will be automatically generated in April using Template A While it will not be impossible to switch templates after your website is implemented it will be difficult 2 5 What functionality and content will be included in the new chapter websites All new SCORE chapter websites will include the following sections pages accessible from the main menu Mentoring This is where clients access mentoring both face to face and online Workshops amp Events This is where clients access workshops and events Templates amp Tools This is where clients access resources like templates tools files etc About SCORE This is where clients learn about the local chapter and its capabilities Our Impact This is w
19. me a Volunteer About Us Meet Our Tearn Opportunities Counseling Locations Contact Us Our Sponsors Donate Our Impact Success Stories Meet our Mentors W View All Training amp Events ComactUs News Biog En Espanol Login Tempiates amp Tools About Us Our Impact Donate Volunteer Stay Connected CORPORATE TURNAROUND Constant Contact Connect inform Grow Featured Success Story Quisque congue justo Suspendisse molestie tempor plac erat Donec vel orci nulla ut gravida All Local Success Stories Get Started Get Free Mentoring Find Local Training Find Business Tools Request a Speaker About This Site Sitemap Privacy Policy Copyright Policy Terms of Use Related Sites SCORE National SCORE Foundation SCORE Community Volunteer Center Copyright 2010 SCORE Association 550 West C Street Suite 550 San Diego CA29101 p 619 557 7272 Credits eNewsletter Training amp Events Planning a New Busniess Marketing and Sales Finance Special Topics Workshop Center Resources amp Tools Business Pian amp Financial Template Developing Your Business Plan Seeking Capital from the Bank Launching Your Start up Business Buying a Business Managing amp Growing Your Business 619 557 5894 In Partnership With US Smet bosimess Admeniamamen Toor Small Besiness oreore afiafi CISCO SCORE 4y FOR THE LIFE OF YOUR BUSINESS Appendix C Chapter Website Migration Checklis
20. nd managing content will be made available to SCORE chapter webmasters in March 2011 SCOREY FOR THE LIFE OF YOUR BUSINESS 2 All About New Chapter Websites 2 1 Who is building the new chapter websites Forum One Communications a leading digital communications firm based in Alexandria VA is building the SCORE national website and chapter website templates For more information about Forum One visit their website at www forumone com 2 2 How the new chapter websites are structured The new chapter websites will be part of SCORE overall online presence a national website with chapter websites that have consistent appearance and navigation and are tightly integrated with each other The new chapter websites will be distinct from the national website but will be easy to locate and access from the national site Websites or web pages for SCORE districts and branch center satellite offices will not be supported in the Phase 1 release scheduled for 4 29 As part of the design process Forum One has provided SCORE with website wireframes that specify the layout of the majority of website pages Wireframes are basic visual guides used in website design to suggest the structure of a website and relationships between its pages Wireframes are not graphic designs that depict the appearance of the completed site They lack color and actual images Think of them as the blueprint for a house it shows how many rooms there will be and ho
21. ndreds of business focused workshops and regular in person events SCORE 4 FOR THE LIFE OF YOUR BUSINESS Appendix F Chapter Website Homepage Wireframe Contact Us 1 News En Espanol Login Ener Terms SCORE TAMPA BAY Comsaedors t America s Senall Business Mentoring Workshops amp Events Templates amp Tools About Us Our impact Our 90 volunteers offer small business entrepreneurs confidential business counseling at no charge representing over 3 000 years of experience across 62 industries Get tree and confidential kom one of our 13 000 mentors acioss 100 ee ee ee topresenting over 500 skits SCORE Natonats monthly eNewsletters Find a mentor online SCORE Tamps Bay nevestoner Request an in person meeting r Cail SCORE with a business amp question Internet Marketing 302 Develop a Winning Ema E Mesketing Strategy October 5 2010 Cartsbad Sti not sure Let a local chapter SEN heip you find the right mentor recy E BNO CLA Financial Statements What They Mean How To Use Them October 7 2010 online Al Upcoming Tremings amp Events gt gt Our Sponsors m nE Featured Success Story DESIGN WEB SEO IT Si l Business Finima View Al Sponsors gt gt L SCORE Account Get Started Training amp Events Loga Got tree mentoring Planning a New Business Flagister for Free traning Marketing and Sales Become a Volunteer Prarpeartrecen th Finance
22. nefits that content management systems like Drupal offer They accomplish this by enabling users to tag content To tag a piece of content is to assign one or more descriptive words to it For example if a SCORE webmaster wants to post a business plan for a restaurant he or she would assign tags such as restaurant and business plan That would enable a user searching on either of those words to locate the business plan One of the most important tasks in migrating content like templates and tools that clients and volunteers will search on is to ensure that they are correctly and completely tagged A SCORE Drupal Training Guide is being developed by Forum One and will be made available to all chapter webmasters via the same page in the Volunteer Center that you accessed this document from It will contain step by step instructions for all phases of content migration and site management 3 4 Training Training for SCORE chapter webmasters in the buildout of their new chapter websites is scheduled for the week of March 14 2011 Training will be in the form of recorded webinars that you can view at your convenience and a manual on use of the Drupal content management system SCORE is recruiting a team of volunteer webmasters to coordinate training at the district level and answer questions 3 5 Domain Names The new www score org website and all the individual chapter websites will be hosted in the same hosting environment man
23. ollaborate in other ways SCORE FOR THE LIFE OF YOUR BUSINESS 3 How Chapter Websites Will be Created and Implemented 3 1 How will SCORE chapters create their new websites 1 Forum One will create template skeletal sites for each SCORE chapter It will contain the basics chapter name address contact info chapter personnel disclaimers copyright menus etc The skeletal site will not have any chapter content such as workshops templates tools or partner links in it but it will be ready to go live on 4 29 even if nothing is added to it 2 As described in Section 2 4 above chapters have selected one of two basic template designs for their site 3 The site templates include pre designed page templates for important and often used pages like the homepage Workshops amp Events Templates amp Tools etc 4 SCORE chapters have two options for migrating their content items from their current chapter websites to the new chapter websites They can elect to migrate content themselves supported by training on the Drupal content management system or they can elect to let SCORE National migrate their content for them Chapters will be asked to select which option they want to use by 3 14 5 Chapters that elect to have SCORE National migrate their site content for them will need to provide their current website hosting account login to National 6 For chapters that elect to migrate content themselves training will be provided on u
24. rent domain at their own discretion 3 6 Search Engine Optimization SCORE is working with a Google Analytics Certified Consultant supplied by Forum One to define defining site metric goals create Google Analytics reports and apply the latest SEO principles that apply to Drupal websites 3 7 Hosting Accounts One of the benefits of the New Website CRM project is to eliminate the expense and duplicated effort of managing individual web hosting accounts at the chapter level In order to realize this benefit chapters will be expected to close their hosting account and eventually let their current domain name expire Chapters that keep their current chapter websites in production after hard launch on 4 29 must do so at their own expense as they are currently doing Chapters that shut down their current websites may have paid web hosting or domain registration fees in advance SCORE National regrets that it cannot reimburse chapters for the unused balance of these accounts 10 SCORE FOR THE LIFE OF YOUR BUSINESS 3 8 Email Email is a critical part of SCORE s national and local online presence SCORE has partnered with Google to use their popular Google Apps Email product to help SCORE strengthen its brand through consistent SCORE specific email addresses and eliminate the dependency of local chapters on their web hosting accounts for email services Google email is an optional free service for all volunteers Google Apps Email ad
25. s find most useful More Local Events Our chapters put on great networking events and sponsor their own online workshops Discover what s available by finding a local chapter Find a Mentor 13 000 mentors across 100 industries with 500 skills Find a mentor that can help you with your small business needs Success Story Find out how Vera Bradley credits training they took through SCORE with their success Read the success story gt gt SCORE 4 FOR THE LIFE OF YOUR BUSINESS Appendix E Templates amp Tools Page Wireframe SCORE Counselors to America s Small Business Mentoring Workshops amp Events About SCORE Our Impact Topics v Donate Volunteer Home gt Templates amp Tools Featured Headline of Featured Template or Tool Would Appear Here Jul 18 2010 Short description would display for featured template tool lorem ipsum dolor sit amet consectetuer adipiscing elit sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam Lorem ipsum dolor sit amet consectetuer adipiscing elit sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam Lorem ipsum dolor sit amet Another Featured Template Headline Would Appear Here Jul 18 2010 Short description would display for featured template too lorem ipsum dolor sit amet consectetuer adipiscing elit sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam Lorem ipsum dolor s
26. s and text Chapter Homepage Design A only 9 Select sponsor logos and links 10 Select success stories 11 Select social media links for homepage footer 12 Select templates and tools Training 13 Training of chapter webmasters is scheduled for the week of March 14 2011 Online training materials will be provided including documentation on building out your new site using the Drupal CMS More details will follow Even if SCORE National is migrating your content you may want to have someone get trained so they can maintain your chapter website on an ongoing basis Content Migration if you are migrating content yourself 14 Migrate your content from your legacy site to your new chapter website images sponsor logos and links success stories templates and tools social media links workshop and 16 February February February February February February March o April O SCORE 4y FOR THE LIFE OF YOUR BUSINESS Noo PO ask Status _ events Marketing Activities 15 Start informing customers in April that our new website is April coming 16 Place a banner about the new website on your current site April oO oO 17 Start mentioning the new website in April editions of chapter April O newsletters and workshop marketing oO O 18 Ask all counselors to mention the new website to their clients April in April counseling sessions 19 Follow up with clients after the 4
27. sing the Drupal CMS and building out their chapter website 7 After training chapter webmasters will have approximately 30 days to build out their new chapter website see timeline below 8 All content migration whether done by SCORE National or chapter webmasters will be done between 3 31 and 4 28 9 Chapters can continue to add content to their websites on an ongoing basis after hard launch on 4 29 The following elements will be already inserted in the skeletal website that is created by Forum One and ready on 3 31 1 Chapter Name 2 Chapter Address 3 Chapter Phone 4 Chapter Fax 5 Chapter Email 6 Site Map 7 Privacy Policy 8 Terms of Use 9 Copyright Information 10 Footer Links to Other Standard Pages SCORE FOR THE LIFE OF YOUR BUSINESS 3 2 What is the timeline for building the new chapter websites Key dates for the chapter website migration are shown in the table below Activity Dates O Training of chapter webmasters on creation of new chapter 3 14 11 to 4 28 11 websites and use of the Drupal content management system Migrate content from current chapter websites to new chapter 3 31 11 to 4 28 11 websites p 4129 111 All new chapter websites go live 3 3 Content Tagging When asked what they would like to see in a new SCORE website the majority of clients and volunteers respond that they want to be able to locate content quickly and easily Locating content is one of the major be
28. t Use this checklist to guide you through the migration process n Ss Mc Mc Preparation 1 Build awareness Start talking about the transition to the new website at chapter meetings Build a team If you have a large website with a lot of content or an outdated website start building a team Reviewing and updating content is labor intensive Review content Is your content current or outdated Use Google Analytics or whatever dashboard your hoster provides to see how many people actually visiting those pages Pick your template As mentioned earlier in this document chapters will have two template designs to choose from Like a lot of site content this decision may need to be reviewed and approved by chapter leaders See Section 2 4 What the new chapter websites will look like Make sure you have your template selected by 2 21 Switch your workshop program to Constant Contact Event Management Transition to Google Apps Email scorevolunteer org if your chapter email is provided as part of you chapter web hosting account Go to http support score org to sign up Decide whether or not you want to migrate your own content or have National do it for you February February February February 11 21 oO February February March 14 o Content Preparation if you will be migrating content yourself 8 Select homepage image and short description 8 Select carousel image
29. w they are arranged but it doesn t show what the finished house will look like Wireframes for selected chapter website pages can be found in Appendix D E and F A complete sitemap of the chapter websites can be found in the same section of the Volunteer Center that you used to access this document http volunteercenter scote org chapter migration tools html 2 3 How the new chapter websites are constructed The new national website and the local chapter websites are constructed in a slightly different manner than some websites you may have created or are managing they are built around a content management system CMS A CMS is an automated solution designed to simplify the publication of web content to websites and mobile devices in particular allowing content creators to submit content without requiring technical knowledge of HTML or the uploading of files The content management system that SCORE has selected for the New Website CRM project is Drupal the leading open source CMS For more about Drupal visit their website at http drupal org SCORE 4 FOR THE LIFE OF YOUR BUSINESS The Drupal CMS that is the foundation for the new chapter websites will enable chapter webmasters and non technical personnel to add text pictures hypertext links and even create new pages in their chapter websites without knowing HTML or WYSIWYG programs like Adobe Dreamweaver ot Microsoft Front Page Forum One has developed custo
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