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Happiness is anOrganized Case QueueBy Jeff Diecks and Don VanDemarkMediacurrent<br />
Clients want quality service…<br />Photo by protoflux / Flickr<br />
…with constraints.<br />Photo by protoflux / Flickr<br />
Developers want to be a chef …<br />Photo by manoelpetry / Flickr<br />
… not a vending machine.<br />Photo by Andrew Maiman / Flickr<br />
Project Managers don’t want to be yelled at.<br />Photo by andreas-photography / Flickr<br />
Cases…That’s the ticket!<br />
We sell this.<br />Photo by NASA Goddard Photo and Video / Flickr<br />
Clients see this.<br />Photo by jwilliford.com<br />
Developers see this.<br />Photo by consumerist.com<br />
… and Project Managers get this.<br />Photo by parkydoodles / flickr<br />
This is not natural.<br />Photo by Mr. Hodgson / flickr<br />
Will any of these solve this?<br />
`<br />Does being agile solve every problem?<br />Photo by Barry Goyette / artbyyouandme.tv<br />
`<br />How about planning everything out?<br />Photo by nakae / Flickr<br />
`<br />Do the same things at a large company...<br />Photo by youcube.us<br />
`<br />… work for a smaller shop?<br />Photo by rogerart.com<br />
Think!Can I solve this in 15 minutes?Is this a simple task?<br />
Easy?<br />
1 case=1 taskfor 1 person(and are you that person?)<br />
TaskDo you have what you need?<br />
State Your IntentionsTask PlanTarget DateEffort Estimate<br />
Task Plan (10/1/11 - JD)<br />-I will add a view block to the sidebar region of the homepage-The new view to be created wi...
Think!Do I need approval?Did the scope change?<br />
Are we there yet?Attention matters.Where we are going is as important as where we’ve been.<br />
ReviewIf you have teammates,use them.(p.s. this is easy if your task plan is clear.)<br />
Done is beautiful.<br />
Features<br />Ready to begin?<br />State Your Intentions<br />Task List<br />Manage Scope<br />In Progress (as tasks)<br /...
Now, we plan.<br />
9/22/11<br />
Estimating resources<br />http://civicactions.com/estimating-worksheet<br />http://www.lullabot.com/articles/art-estimatio...
An estimate separates out the time required for each task.<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day...
A single person would line the tasks up.<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br /...
But reality works more like this<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br />Day 8<b...
A multi-person shop can split and stack the work where possible but that complicates the process of forecasting <br />Day ...
but most firms have more projects than people...<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Da...
As with case management, forecasting has no silver bullet.<br />9/22/11<br />
Most PMs love their spreadsheets...<br />...the goal is simply to know who's doing how much to what.<br />9/22/11<br />
Tips to help your forecasting<br />9/22/11<br />
Communicate<br />Communicate<br />Communicate<br />9/22/11<br />
Know the quality of your estimates<br />9/22/11<br />
Build in margin<br />.project .task {   margin: 0.25%;}<br />9/22/11<br />
Jeff Diecks, Sr Project Manager<br />Twitter: jeffdiecks<br />jeff.diecks@mediacurrent.com<br />Don VanDemark, Sr Project ...
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Happiness is an Organized Case Queue - Drupalcamp Atlanta 2011

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Gain control of your Drupal project from the ground up, by organizing and tracking the work with cases. By following a simple rule of One Case equals One Task for One Person, work on the project becomes more predictable.

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Transcript of "Happiness is an Organized Case Queue - Drupalcamp Atlanta 2011"

  1. 1. Happiness is anOrganized Case QueueBy Jeff Diecks and Don VanDemarkMediacurrent<br />
  2. 2. Clients want quality service…<br />Photo by protoflux / Flickr<br />
  3. 3. …with constraints.<br />Photo by protoflux / Flickr<br />
  4. 4. Developers want to be a chef …<br />Photo by manoelpetry / Flickr<br />
  5. 5. … not a vending machine.<br />Photo by Andrew Maiman / Flickr<br />
  6. 6. Project Managers don’t want to be yelled at.<br />Photo by andreas-photography / Flickr<br />
  7. 7. Cases…That’s the ticket!<br />
  8. 8. We sell this.<br />Photo by NASA Goddard Photo and Video / Flickr<br />
  9. 9. Clients see this.<br />Photo by jwilliford.com<br />
  10. 10. Developers see this.<br />Photo by consumerist.com<br />
  11. 11. … and Project Managers get this.<br />Photo by parkydoodles / flickr<br />
  12. 12. This is not natural.<br />Photo by Mr. Hodgson / flickr<br />
  13. 13. Will any of these solve this?<br />
  14. 14. `<br />Does being agile solve every problem?<br />Photo by Barry Goyette / artbyyouandme.tv<br />
  15. 15. `<br />How about planning everything out?<br />Photo by nakae / Flickr<br />
  16. 16. `<br />Do the same things at a large company...<br />Photo by youcube.us<br />
  17. 17. `<br />… work for a smaller shop?<br />Photo by rogerart.com<br />
  18. 18.
  19. 19. Think!Can I solve this in 15 minutes?Is this a simple task?<br />
  20. 20. Easy?<br />
  21. 21. 1 case=1 taskfor 1 person(and are you that person?)<br />
  22. 22. TaskDo you have what you need?<br />
  23. 23. State Your IntentionsTask PlanTarget DateEffort Estimate<br />
  24. 24. Task Plan (10/1/11 - JD)<br />-I will add a view block to the sidebar region of the homepage-The new view to be created will filter by content type News, Published=yes-Title and Published Date fields will be displayed in HTML list style-Titles will link to the nodes for each news item- Published Date will display inline, unlinked, after the title in “time ago” format-5 items will be displayed, sorted descending by published date-The view block’s title will be “News Updates”<br />
  25. 25. Think!Do I need approval?Did the scope change?<br />
  26. 26. Are we there yet?Attention matters.Where we are going is as important as where we’ve been.<br />
  27. 27. ReviewIf you have teammates,use them.(p.s. this is easy if your task plan is clear.)<br />
  28. 28. Done is beautiful.<br />
  29. 29. Features<br />Ready to begin?<br />State Your Intentions<br />Task List<br />Manage Scope<br />In Progress (as tasks)<br />Review<br />
  30. 30. Now, we plan.<br />
  31. 31. 9/22/11<br />
  32. 32. Estimating resources<br />http://civicactions.com/estimating-worksheet<br />http://www.lullabot.com/articles/art-estimation<br />Johnnie Fox – 4 PMProject Estimation: Survival GuideRoom 119C - Turner<br />http://nodeone.se/blogg/resources-for-my-session-on-early-estimating<br />9/22/11<br />
  33. 33. An estimate separates out the time required for each task.<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br />Day 8<br />Day 9<br />Day 10<br />Install<br />Config<br />Theme<br />Custom code<br />Test<br />9/22/11<br />
  34. 34. A single person would line the tasks up.<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br />Day 8<br />Day 9<br />Day 10<br />Install<br />Config<br />Theme<br />Custom code<br />Test<br />Project completed in 19 days<br />9/22/11<br />
  35. 35. But reality works more like this<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br />Day 8<br />Day 9<br />Day 10<br />Time to <br />renew <br />license<br />Client doesn't finish<br />list of reqs<br />Theme<br />Install<br />Config<br />Config<br />Client takes vacation<br />and doesn't<br />answer e-mail<br />Theme<br />Custom code<br />Client requests new feature.<br />You code and theme it.<br />Test<br />Your 19-day estimate turned into 30. <br />9/22/11<br />
  36. 36. A multi-person shop can split and stack the work where possible but that complicates the process of forecasting <br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br />Day 8<br />Day 9<br />Day 10<br />Install<br />Custom code<br />Project C<br />kickoff<br />Custom code<br />Config<br />Test<br />Theme<br />This works well for a firm with only a single project...<br />9/22/11<br />
  37. 37. but most firms have more projects than people...<br />Day 1<br />Day 2<br />Day 3<br />Day 4<br />Day 5<br />Day 6<br />Day 7<br />Day 8<br />Day 9<br />Day 10<br />Custom code<br />Install<br />Project B<br />emergency<br />Custom<br />code<br />Client points out<br />missed req<br />Custom code<br />Config<br />Config<br />Theme<br />Theme<br />Sick days<br />resulting in missed deadline, bad quality, postponed projects and frazzled nerves <br />9/22/11<br />
  38. 38. As with case management, forecasting has no silver bullet.<br />9/22/11<br />
  39. 39. Most PMs love their spreadsheets...<br />...the goal is simply to know who's doing how much to what.<br />9/22/11<br />
  40. 40. Tips to help your forecasting<br />9/22/11<br />
  41. 41. Communicate<br />Communicate<br />Communicate<br />9/22/11<br />
  42. 42. Know the quality of your estimates<br />9/22/11<br />
  43. 43. Build in margin<br />.project .task {   margin: 0.25%;}<br />9/22/11<br />
  44. 44. Jeff Diecks, Sr Project Manager<br />Twitter: jeffdiecks<br />jeff.diecks@mediacurrent.com<br />Don VanDemark, Sr Project Manager<br />Twitter: DonVanDemark<br />don.vandemark@mediacurrent.com<br />Jeff has posted a blog going over the same details as this presentation at <br />http://mediacurrent.com/blog<br />Don will follow up with one on forecasting next week.<br />This presentation can be found on slideshare.net/mediacurrent<br />Questions?<br />9/22/11<br />

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