Preparatory activities

Whoa! Are you ready to rock and get your P4 project going? Take a look at the Kick-off slides and then follow the instructions on this page and always refer to the P4 RASCI Matrix for an overview of the journey. Good luck and may the handbook be with you!

Plan, vision, team and documentation

#1 – Read the P4 Implementation Plan and the FAQs

This Handbook contains all materials, but first you have to understand WHAT this is about, so please make sure you check the P4 Implementation Plan and the Frequently Asked Questions. So please sit down, make a cup of tea and get ready for some reading…

Check Plan and FAQs

#2 – Build your P4 team

Who will be in your rockstar project team? Which key stakeholders will have to be involved? Find out who to hire and work with to make your project a success.

Who do my NRO needs?

#3 – Get your project plan and key documents

Templates and structures to organize your project, the assistance of the P4 team and the help of the community. That’s all you need to get your P4 implementation going!

Get organised

#4 – Master Vision, Concept and Design

P4 is not simply a website, it’s Greenpeace’s global engagement platform, created to drive supporters and activists to take action and protect the planet. Time for some fundamental concepts.

How P4 will change online activism?

 

Taxonomy, sitemap, P3 audit and MOU

#5 – Master P4 Taxonomy

Taxonomy represents the main navigation tool across Planet 4. Learn all about Categories, #Tags and page layouts and how to create your own.

Show me taxonomy!

#6 – Shape your P4 sitemap

All clear with Taxonomy? Awesome, it’s now time to start imagining the sitemap of your shiny P4 site.

Get your P4 sitemap

#7 – Audit P3 content

Extract your P3 sitemap, perform a full audit on your P3 website and decide what you will migrate, archive or delete. You will map redirections too.

Let’s audit!

#8 – Sign off the MOU

Your office will have to sign a Memorandum Of Understanding with GPI, to establish who will do what during deployment and what will be delivered at the end of the project.

Get your MOU signed

Main pages, legal checks, analytics and engagement

#9 – Write content for your key pages

Learn everything about Home, Act, Explore, CATEGORIES, #tags and Menus to write your new P4 content and maximise the impact of your engagement platform.

Create your main pages

#10 – Check in with your legal department

Transitioning from a informational website to an engagement platform involves content changes which need to be reviewed by your legal team. Learn which bits and how.

What to check?

#11 – Learn about the P4 Analytics suite

Is your current Google Analytics account ready for Planet 4 or will you need a brand new one? Do you understand all the standard KPIs that will be extracted from your P4 site? All the answers are here.

Understand P4 KPIs and evaluate your setup

#12 – Use P4 as an engagement opportunity!

Launching a new site can be an engagement opportunity for both internal and external audiences, learn what others did and shape your plan!

Plan for engagement

Technology, integrations, petitions and archive

#13 – Understand the P4 technology

What’s behind P4? How’s the global architecture and hosting setup? How are releases deployed to make it more and more awesome? Here’s your technology intro, you techie wizard you.

Show me the tech!

#14 – Integrate P4 with existing systems

Your office uses tools to engage with supporters. You will need to think about integrating these systems with Planet 4, and this section will help you do it.

Map integrations

#15 – Understand P4 Petitions

Learn how to create perfectly integrated P4-alike petitions with your advocacy tool (Engaging Networks or other)

Create P4 Petitions

#16 – Select the P3 Archival Solution

Not everything will be migrated from P3 to P4. Each office needs to decide how to archive content that will not get migrated to P4.

Select the Archival Solution

 


Deployment activities

Enough with the background work, it’s time to get our hands dirty and work on the site! Just follow the instructions on this page and always refer to the P4 RASCI Matrix for an overview of the journey. Good luck and may the handbook be with you!

Staging, login, roles and settings

#17 – Get your staging site

You P4 site will be a staging server. You will need to set it up, get trained, play with it and test it on multiple devices.

Give me staging!

#18 – Access P4

Ready to rock? Log in to Planet 4 with your Greenpeace Google ID and see how deep the rabbit hole goes…

Log in

#19 – Assign permissions

With great power comes great responsibility. Learn how to manage access, assign roles and which profile can do what.

Show me roles

#20 – Set up the P4 Settings

Learn how to set up your site’s Date & Time, 404 page, Copyright text, Cookies text, Donate, Anti-spam, Redirects..

Teach me the P4 setup!

Key content, migration, blocks and visuals

#21 – Setup the P4 main content

Become a P4 guru. Set up navigation, footer, menus, date, time and favicon

Show me the key content!

#22 – Migrate from P3, check, redo

All the time you spent figuring out what content to migrate will pay off now! The tech team will use a script to get your content onto P4.

Let’s migrate!

#23 – Master Blocks

Shortcake blocks pull out dynamic or static content to make P4 awesome. Learn which block does what and master them all.

All about P4 Blocks

#24 – Use visuals!

What colours do we use? What size is the carousel image supposed to be? Where can I find backgrounds? Everything you need to know about image sizes, videos and other visual components.

All about non-text content

Multi-language, translations, plugins and URLs

#25 – Set up a Multi-Language website

Need a multi-language P4? 問題ない!To support Multi-languages we use a plugin called WP ML, here’s how to set it up and rock P4 in as many languages as you wish.

أرني

#26 – Translate P4

Need P4 not in English? No hay problema. You only have to translate the commands, or strings, using LOCO, a great tool with a great name.

Translating el sito loco

#27 – Get familiar with P4 Plugins

WordPress plugins (or modules) are great tools to make content more consumable, achieve functionalities or manage a website. P4 uses plugins. Learn which ones, what security reviews they must pass and how they get deployed.

All about P4 plugins

#28 – Master URLs

All you need to know about links, URLS and slugs in P4. Learn how they are formed, how to customize them and even how to redirect some.

Link me!

Training, UAT, Google Tag Manager and Google Analytics

#29 – Train content editors

It is finally time to get your content setup and train your content editors in creating Posts and Take Action pages.

Learn how to create

#30 – Perform the User Acceptance Test

Carrying out the User Acceptance Test (UAT) in staging is key to make sure P4 works as expected or to identify blockers and get those fixed before going live.

Perform the UAT

#31 – Set up Google Tag Manager

Google Tag Manager (GTM) is the core of every Planet 4 “Web Stack”, the engine which powers the tracking suite. Learn how this powerful tool works and set it up for your P4 site.

Set up GTM

#32 – Set up the Google Analytics view

If Tag Manager is where Tags, Triggers and DataLayer are set up, Google Analytics (GA) is where data are consolidated and visualized. Learn how to set up your NRO view!

Set up GA

Multimedia, custom development, PROD site and WP profile

#33 – Customize the P4 child theme

We encourage you to make your site your own. But be smart and build things for ALL of Greenpeace. We’ll show you how.

Customize!

#34 – Set up PRODUCTION

Your staging site is ready! You are a P4 master and the whole setup is ready to rock. Get your Production server and focus on quality work

Get me PROD!

#35 – Master Multimedia

Time for serious content quality work. Go on and embed engaging stuff from other sources, like Facebook posts, Instagram stories, Twitter feeds, or Soundcloud…

Leverage multimedia!

#36 – Get everyone’s P4 / WP profile rocking

Once content is completed, your contributors should all add pictures and bios to their WP profile to have both new and migrated stories properly credited.

Put up your best costume!

 


Go-Live activities

Almost there! Are you ready for the launch and the (well-deserved) fiesta? Just follow the instructions on this page and always refer to the P4 RASCI Matrix for an overview of the journey. Good luck and may the handbook be with you!

 

Sign-off, redirections, “switch on” and post-launch checklist 

#37 – Get the “Go / No-Go” checklist signed-off

The very last (required) step to launch your Planet 4 website is to get the sign-off from functional domains and overall sign-off from the representatives.

Get the sign-off!

#38 – Implement internal redirects

You should consolidate a list with all your P4 URLs and implement internal redirects to avoid 404 and broken links.

Map URLs & set up redirects

#39 – Launch P4

Ready, set, go! Here’s what is going to happen on the day your P4 site will be launched.

Hi-ha! Let’s launch!

#40 – Perform the post-launch checklist

P4 IS LIVE! Time to do some checks to make sure everything works as planned (SEO, domain, redirects..)

Check that P4 works fine

Engagement, Google DataStudio, retrospective and feedback

#41 – Engage with the public

Time to push your communication and engagement activities to both internal and external audiences. Share your joy!

Engage

#42 – Set up the DataStudio dashboard

Google DataStudio is where P4 performance data is consolidated and visualized easily, quickly and interactively.

Get the dashboard

#43 – Perform the project retrospective

Time to take a break and reflect on the journey. What went well? What could have been done differently? Where do we take P4 from here?

Review the journey

#44 – Write your first Handbook post!

What went well? What’s your NRO vision for Planet 4? What’s next for your digital transformation? Time to share your thoughts with the world about how the Planet 4 journey started and your tips for offices next in line!

Write your Case Study

Archive P3, join the community, improve P4, report bugs

#45 – Archive Planet 3

With P4 live, it’s time to decommission P3. Each office needs to decide how to archive content that did not make it to P4 and shut down Planet 3.

Archive P3

#46 – Join the community

Be part of a safe space to solve problems, exchange practices, access resources, capture knowledge and innovate fearlessly.

Join the P4 gang

#47 – Improve P4

Time to work to improve our Engagement Platform! Have a look at the P4 Roadmap, submit your ideas and help the P4 team prioritize features!

Check the roadmap, submit ideas and vote for upcoming features

#48 – Report bugs

You may find stuff that doesn’t work or that is broken. Don’t let bugs walk free. Learn how to report them and make P4 a better product!

Learn how to report bugs