July 14, 2012WordPress Management Strategies- Matthew Dorman @matthewdorman                                            1
INTRODUCTION               2
INTRODUCTION■   Matthew Dorman                     2
INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science                                             2
INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science■ Run the Open Source Practice at NorthPoint    ...
INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science■ Run the Open Source Practice at NorthPoint■ Pr...
INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science■ Run the Open Source Practice at NorthPoint■ Pr...
OUTLINE          3
OUTLINE■ Extra Resources                    3
OUTLINE■ Extra Resources■ Common Project Management Tools                               3
OUTLINE■ Extra Resources■ Common Project Management Tools■ Set Some Standards                               3
OUTLINE■ Extra Resources■ Common Project Management Tools■ Set Some Standards■ Techniques / Methodologies                 ...
EXTRA RESOURCES                  4
EXTRA RESOURCES■ Monthly WordPress Meetups                              4
EXTRA RESOURCES■ Monthly WordPress Meetups ■   meetup.bostonwp.com                              4
EXTRA RESOURCES■ Monthly WordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc                            ...
EXTRA RESOURCES■ Monthly WordPress Meetups    ■ meetup.bostonwp.com    ■ www.meetup.com/wordpressnyc■       WordCamps (che...
EXTRA RESOURCES■ Monthly WordPress Meetups    ■ meetup.bostonwp.com    ■ www.meetup.com/wordpressnyc■  WordCamps (check th...
EXTRA RESOURCES■ Monthly WordPress Meetups    ■ meetup.bostonwp.com    ■ www.meetup.com/wordpressnyc■  WordCamps (check th...
PROJECT MANAGEMENT TOOLS                           5
PROJECT MANAGEMENT TOOLS■ Paid Systems                           5
PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian)                                     5
PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp                                     5
PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker                     ...
PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker■ Open Source        ...
PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker■ Open Source ■ Open ...
PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker■ Open Source ■ Open ...
SET SOME STANDARDS                     6
SET SOME STANDARDS■ Use Source / Version Control System                                    6
SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments                                ...
SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics           ...
SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics■ Leverage ...
SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics■ Leverage ...
SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics■ Leverage ...
TECHNIQUES / METHODOLOGIES                             7
TECHNIQUES / METHODOLOGIES■ Agile SCRUM                             7
TECHNIQUES / METHODOLOGIES■ Agile SCRUM■ Waterfall                             7
TECHNIQUES / METHODOLOGIES■ Agile SCRUM■ Waterfall■ Test Driven Development                             7
TECHNIQUES / METHODOLOGIES■ Agile SCRUM■ Waterfall■ Test Driven Development■ Pair Programming                             7
QUESTIONS TO GET ANSWERED                            8
QUESTIONS TO GET ANSWERED■ Before Project Begins                            8
QUESTIONS TO GET ANSWERED■ Before Project Begins■ While Project is Running                             8
QUESTIONS TO GET ANSWERED■ Before Project Begins■ While Project is Running■ Launch Planning                             8
QUESTIONS TO GET ANSWERED■ Before Project Begins■ While Project is Running■ Launch Planning■ After Launch                 ...
QUESTIONS TO GET ANSWERED                            9
QUESTIONS TO GET ANSWERED■ Before Project Begins                            9
QUESTIONS TO GET ANSWERED■ Before Project Begins■   What is the launch date? What is driving that date?                   ...
QUESTIONS TO GET ANSWERED■ Before Project Begins■   What is the launch date? What is driving that date?■   What are the bu...
QUESTIONS TO GET ANSWERED■ Before Project Begins■   What is the launch date? What is driving that date?■   What are the bu...
QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the busine...
QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the busine...
QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the busine...
QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the busine...
QUESTIONS TO GET ANSWERED                            10
QUESTIONS TO GET ANSWERED■ While Project is Running                             10
QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?  ...
QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?■ ...
QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?■ ...
QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?■ ...
QUESTIONS TO GET ANSWERED                            11
QUESTIONS TO GET ANSWERED■ Launch Planning                            11
QUESTIONS TO GET ANSWERED■ Launch Planning■   What is our rollback plan, has it been tested?                              ...
QUESTIONS TO GET ANSWERED■ Launch Planning■   What is our rollback plan, has it been tested?■   What is our cutover plan? ...
QUESTIONS TO GET ANSWERED■ Launch Planning■   What is our rollback plan, has it been tested?■   What is our cutover plan? ...
QUESTIONS TO GET ANSWERED■ Launch Planning■   What is our rollback plan, has it been tested?■   What is our cutover plan? ...
QUESTIONS TO GET ANSWERED■ Launch Planning■   What is our rollback plan, has it been tested?■   What is our cutover plan? ...
QUESTIONS TO GET ANSWERED■ Launch Planning■   What is our rollback plan, has it been tested?■   What is our cutover plan? ...
QUESTIONS TO GET ANSWERED                            12
QUESTIONS TO GET ANSWERED■ After Launch                            12
QUESTIONS TO GET ANSWERED■ After Launch■   Did we meet our success criteria?                                        12
QUESTIONS TO GET ANSWERED■ After Launch■   Did we meet our success criteria?■   What could we have done better as a team? ...
QUESTIONS TO GET ANSWERED■ After Launch■   Did we meet our success criteria?■   What could we have done better as a team?■...
QUESTIONS TO GET ANSWERED■ After Launch■   Did we meet our success criteria?■   What could we have done better as a team?■...
QUESTIONS TO GET ANSWERED■ After Launch■   Did we meet our success criteria?■   What could we have done better as a team?■...
QUESTIONS TO GET ANSWERED■ After Launch■   Did we meet our success criteria?■   What could we have done better as a team?■...
SUMMARY          13
SUMMARY■ Extra Resources                    13
SUMMARY■ Extra Resources■ Common Project Management Tools                               13
SUMMARY■ Extra Resources■ Common Project Management Tools■ Set Some Standards                               13
SUMMARY■ Extra Resources■ Common Project Management Tools■ Set Some Standards■ Techniques / Methodologies                 ...
ANY QUESTIONS?                 14
ANY QUESTIONS?               Matthew Dorman                  @matthewdorman      http://www.linkedin.com/in/matthewdorman ...
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Management Strategies for Successful WordPress Projects

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Discover a strategy for ensuring successful outcomes of WordPress projects of any size. In addition to being a powerful Blogging Platform and Content Management System, WordPress is an incredible development framework allowing you to use thousands of existing tools (plugins) to speed the development of your projects.

This session will quickly review common Project Management strategies, as well as go more in depth into how expanding your knowledge of WordPress will require you to change some of those existing practices. I will not be promoting any specific methodology (Waterfall, Agile etc), however there are of course vital components of each that are necessary for completing a project.

The most important step in ensuring a successful project is defining what success actually means to the stakeholders. This session will be successful if everyone leaves with the understanding of how outcomes of past projects could have been changed, or at least one thing they’ll change in future projects.

Intended audience:
This session is geared towards anyone who is ready to start a WordPress project or towards those coming off a not-so-successful one. Project Leads, Project Managers, WordPress business owners, Business Analysts, or anyone involved in managing or constructing WordPress project teams.

Published in: Technology, Business
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  • Management Strategies for Successful WordPress Projects

    1. 1. July 14, 2012WordPress Management Strategies- Matthew Dorman @matthewdorman 1
    2. 2. INTRODUCTION 2
    3. 3. INTRODUCTION■ Matthew Dorman 2
    4. 4. INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science 2
    5. 5. INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science■ Run the Open Source Practice at NorthPoint 2
    6. 6. INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science■ Run the Open Source Practice at NorthPoint■ Projects Managed (not all WordPress): 2
    7. 7. INTRODUCTION■ Matthew Dorman■ Background in Development / Computer Science■ Run the Open Source Practice at NorthPoint■ Projects Managed (not all WordPress): 2
    8. 8. OUTLINE 3
    9. 9. OUTLINE■ Extra Resources 3
    10. 10. OUTLINE■ Extra Resources■ Common Project Management Tools 3
    11. 11. OUTLINE■ Extra Resources■ Common Project Management Tools■ Set Some Standards 3
    12. 12. OUTLINE■ Extra Resources■ Common Project Management Tools■ Set Some Standards■ Techniques / Methodologies 3
    13. 13. EXTRA RESOURCES 4
    14. 14. EXTRA RESOURCES■ Monthly WordPress Meetups 4
    15. 15. EXTRA RESOURCES■ Monthly WordPress Meetups ■ meetup.bostonwp.com 4
    16. 16. EXTRA RESOURCES■ Monthly WordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc 4
    17. 17. EXTRA RESOURCES■ Monthly WordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc■ WordCamps (check that off the list) 4
    18. 18. EXTRA RESOURCES■ Monthly WordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc■ WordCamps (check that off the list)■  WordPress.org 4
    19. 19. EXTRA RESOURCES■ Monthly WordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc■ WordCamps (check that off the list)■  WordPress.org ■ http://wordpress.org/support 4
    20. 20. PROJECT MANAGEMENT TOOLS 5
    21. 21. PROJECT MANAGEMENT TOOLS■ Paid Systems 5
    22. 22. PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) 5
    23. 23. PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp 5
    24. 24. PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker 5
    25. 25. PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker■ Open Source 5
    26. 26. PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker■ Open Source ■ Open Atrium 5
    27. 27. PROJECT MANAGEMENT TOOLS■ Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker■ Open Source ■ Open Atrium ■ Redmine 5
    28. 28. SET SOME STANDARDS 6
    29. 29. SET SOME STANDARDS■ Use Source / Version Control System 6
    30. 30. SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments 6
    31. 31. SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics 6
    32. 32. SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics■ Leverage WordPress’ API Library 6
    33. 33. SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics■ Leverage WordPress’ API Library■ Reduce / Eliminate Custom SQLqueries 6
    34. 34. SET SOME STANDARDS■ Use Source / Version Control System■ Code Reviews / Local Environments■ Performance Metrics■ Leverage WordPress’ API Library■ Reduce / Eliminate Custom SQLqueries■ Plugin Review Process 6
    35. 35. TECHNIQUES / METHODOLOGIES 7
    36. 36. TECHNIQUES / METHODOLOGIES■ Agile SCRUM 7
    37. 37. TECHNIQUES / METHODOLOGIES■ Agile SCRUM■ Waterfall 7
    38. 38. TECHNIQUES / METHODOLOGIES■ Agile SCRUM■ Waterfall■ Test Driven Development 7
    39. 39. TECHNIQUES / METHODOLOGIES■ Agile SCRUM■ Waterfall■ Test Driven Development■ Pair Programming 7
    40. 40. QUESTIONS TO GET ANSWERED 8
    41. 41. QUESTIONS TO GET ANSWERED■ Before Project Begins 8
    42. 42. QUESTIONS TO GET ANSWERED■ Before Project Begins■ While Project is Running 8
    43. 43. QUESTIONS TO GET ANSWERED■ Before Project Begins■ While Project is Running■ Launch Planning 8
    44. 44. QUESTIONS TO GET ANSWERED■ Before Project Begins■ While Project is Running■ Launch Planning■ After Launch 8
    45. 45. QUESTIONS TO GET ANSWERED 9
    46. 46. QUESTIONS TO GET ANSWERED■ Before Project Begins 9
    47. 47. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date? 9
    48. 48. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the business goals and drivers for the project? 9
    49. 49. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the business goals and drivers for the project?■ How many resources do I have, how much money? 9
    50. 50. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the business goals and drivers for the project?■ How many resources do I have, how much money?■ Who edits or maintains the site now, and have they used a CMSbefore? 9
    51. 51. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the business goals and drivers for the project?■ How many resources do I have, how much money?■ Who edits or maintains the site now, and have they used a CMSbefore?■ Is there an easier solution? 9
    52. 52. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the business goals and drivers for the project?■ How many resources do I have, how much money?■ Who edits or maintains the site now, and have they used a CMSbefore?■ Is there an easier solution?■ Where are we hosting? 9
    53. 53. QUESTIONS TO GET ANSWERED■ Before Project Begins■ What is the launch date? What is driving that date?■ What are the business goals and drivers for the project?■ How many resources do I have, how much money?■ Who edits or maintains the site now, and have they used a CMSbefore?■ Is there an easier solution?■ Where are we hosting?■ When will designs be final? 9
    54. 54. QUESTIONS TO GET ANSWERED 10
    55. 55. QUESTIONS TO GET ANSWERED■ While Project is Running 10
    56. 56. QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule? 10
    57. 57. QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?■ Where can I get a list of all the current site URLs? 10
    58. 58. QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?■ Where can I get a list of all the current site URLs?■ Do we really need X number of plugins to do this piece offunctionality? 10
    59. 59. QUESTIONS TO GET ANSWERED■ While Project is Running■ What are my teams blockers, and how are they affecting theschedule?■ Where can I get a list of all the current site URLs?■ Do we really need X number of plugins to do this piece offunctionality?■ That plugin is still in (dev/alpha/beta), do we have time to fix 10
    60. 60. QUESTIONS TO GET ANSWERED 11
    61. 61. QUESTIONS TO GET ANSWERED■ Launch Planning 11
    62. 62. QUESTIONS TO GET ANSWERED■ Launch Planning■ What is our rollback plan, has it been tested? 11
    63. 63. QUESTIONS TO GET ANSWERED■ Launch Planning■ What is our rollback plan, has it been tested?■ What is our cutover plan? Who is responsible for each step? 11
    64. 64. QUESTIONS TO GET ANSWERED■ Launch Planning■ What is our rollback plan, has it been tested?■ What is our cutover plan? Who is responsible for each step?■ How long is the TTL on the domain? 11
    65. 65. QUESTIONS TO GET ANSWERED■ Launch Planning■ What is our rollback plan, has it been tested?■ What is our cutover plan? Who is responsible for each step?■ How long is the TTL on the domain?■ What does our robots.txt file look like? 11
    66. 66. QUESTIONS TO GET ANSWERED■ Launch Planning■ What is our rollback plan, has it been tested?■ What is our cutover plan? Who is responsible for each step?■ How long is the TTL on the domain?■ What does our robots.txt file look like?■ What is team member [1-N]s contact information. 11
    67. 67. QUESTIONS TO GET ANSWERED■ Launch Planning■ What is our rollback plan, has it been tested?■ What is our cutover plan? Who is responsible for each step?■ How long is the TTL on the domain?■ What does our robots.txt file look like?■ What is team member [1-N]s contact information.■ Who is making sure the beer stays cold? 11
    68. 68. QUESTIONS TO GET ANSWERED 12
    69. 69. QUESTIONS TO GET ANSWERED■ After Launch 12
    70. 70. QUESTIONS TO GET ANSWERED■ After Launch■ Did we meet our success criteria? 12
    71. 71. QUESTIONS TO GET ANSWERED■ After Launch■ Did we meet our success criteria?■ What could we have done better as a team? 12
    72. 72. QUESTIONS TO GET ANSWERED■ After Launch■ Did we meet our success criteria?■ What could we have done better as a team?■ What could we have done better as an individual? 12
    73. 73. QUESTIONS TO GET ANSWERED■ After Launch■ Did we meet our success criteria?■ What could we have done better as a team?■ What could we have done better as an individual?■ Who is tracking 404s or other errors? 12
    74. 74. QUESTIONS TO GET ANSWERED■ After Launch■ Did we meet our success criteria?■ What could we have done better as a team?■ What could we have done better as an individual?■ Who is tracking 404s or other errors?■ How do our metrics look? 12
    75. 75. QUESTIONS TO GET ANSWERED■ After Launch■ Did we meet our success criteria?■ What could we have done better as a team?■ What could we have done better as an individual?■ Who is tracking 404s or other errors?■ How do our metrics look?■ Traffic, bandwidth, SEO, etc. 12
    76. 76. SUMMARY 13
    77. 77. SUMMARY■ Extra Resources 13
    78. 78. SUMMARY■ Extra Resources■ Common Project Management Tools 13
    79. 79. SUMMARY■ Extra Resources■ Common Project Management Tools■ Set Some Standards 13
    80. 80. SUMMARY■ Extra Resources■ Common Project Management Tools■ Set Some Standards■ Techniques / Methodologies 13
    81. 81. ANY QUESTIONS? 14
    82. 82. ANY QUESTIONS? Matthew Dorman @matthewdorman http://www.linkedin.com/in/matthewdorman www.northps.com © NorthPoint and NorthPoint Solutions LLC 14

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