Project Management | Microsite Resource Center

Time needed for tasks

When adding a to-do in Basecamp or creating a project plan, the amount of time Bandolier needs depends on the type of request and time of year.

Visit How to use Basecamp for more information about adding and managing tasks.

Types of changes

Basic

These requests involve few changes or pages and don’t require any design, development, or technical work.

Examples:

  • Minor text updates on up to five pages
  • Adding or updating a link, image, or PDF
  • Securing a new website domain

Moderate

These requests involve numerous changes or pages, or require some design, development, or technical work.

Examples:

  • Creating a new page
  • Minor text updates on five or more pages
  • Major text updates to one or two pages
  • Changing the layout or design of a specific page
  • Minor edits to an existing video
  • Brand updates (fonts, iconography, imagery, colors)

Complex

These requests involve a substantial amount of changes or require significant design, development, or technical work.

Examples include:

  • Designing a mockup of a new page
  • Creating or updating non-English content
  • Storyboarding a new video
  • Implementing a new chatbot

How much time to plan for each type of change

We have 30+ client sites with Bandolier, many with similar enrollment periods. Due to the volume of requests Bandolier receives from September – December, we recommend you plan for more time during this period.

Follow this guidance for each type of change:

Change type January – August September – December

Basic

2–3 days

3–5 days

Moderate

3–5 days

7–10 days

Complex

7–10 days

11–14 days

Mark up content changes in the BRD

A content BRD in Word is the most efficient and easiest way to capture and share content changes. Mark up edits or new content with Track Changes and use Comments to add notes or questions.

Dos

  • Use Track Changes to mark up new content or edits to existing content.
  • Use Comments to add notes, instructions, or questions, and to call out very small edits like hyphens and punctuation.
  • Keep a record of your changes using Basecamp or a change log at the beginning of the BRD.

Don’ts

  • Create a to-do in Basecamp with screenshots and text edits (see FAQs for exception)
  • Add in-line comments, use different font colors, or highlight text to document changes.
  • Upload a BRD with various edits, questions, and comments from the client — Bandolier should only see clear, final edits.

These styles are pre-programmed in the BRD template ↓:

Style

How it should be used

Breadcrumb

The navigation path for the page in the site map.

Heading 1

This is the page title. There should only be one Heading 1 per page.

Heading 2

These are section headers used to organize broad topics on a page.

Heading 3

These are sub-section headers used to organize more specific topics within a section.

Heading 4

These are smaller headers used for notes, callouts, and other components throughout a page.

Page Intro

This is larger text for an optional page introduction or description.

Body text

This is the main text used in paragraphs, lists, tables, etc.

Accordion

This is for the label of an accordion, or what a user sees when an accordion is collapsed. Body text is used for the text that appears when an accordion is expanded. Use [+] and [-] to show the start and end of an individual accordion.

Hyperlink

This is text that links to another page or site. Use arrows ↗ (open in new tab), → (open in same tab), or ↓ (opens or downloads a document) to indicate what happens when a user clicks the link.

Copy and paste as unformatted text

Text from other sources, like a web page, PowerPoint, or PDF, often has hidden formatting that is time consuming to remove within a CMS.

The easiest way to strip copied text of its formatting is to paste it as Unformatted Text within Word using this keyboard shortcut:

  1. Windows: Press Control + Alt + V
  2. Mac: Press Shift + Command + V

View an outline of the BRD

Header styles automatically create an easy-to-navigate outline. Check the Navigation Pane box under the View tab in the Ribbon at the top of the document to open the outline of page titles and section headers.

Layout and components

Use Tables to show the layout of certain content and which components to use.

Add instructions as [red text in brackets] to describe the layout and label components, and to show how content should be targeted (if applicable).

Layout

The layout of a page, or how content is zoned, can be structured a few different ways, such as:

  • Full-width page where users scroll through all content vertically.
  • Main content across ¾ of the page and a sidebar in the other ¼.
  • A horizontal row with three or four icons paired with text and links.
  • A long, bulleted list displayed side-by-side in two columns.

Don’t use floating text boxes – these aren’t compatible with Comments and can mess up the formatting of other content. Use a combination of red instructional text and tables instead.

For example, here’s how a sidebar callout on the right side of a page looks in a BRD:

Components

A webpage is built with a variety of components, like main body text, callout or call-to-action boxes, accordions, sliders, sidebars, buttons, and more.

The BRD template has three pre-built page components in tables:

  • Alert banner
  • Full-width callout
  • Contacts and resources

Help and support

If you have questions about or need help with a BRD, email or Teams chat Sean McEntee at [email protected].