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How to Train Your Drupal Clients


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How to Train Your Drupal Clients

  1. 1. Training Your Drupal Clients
  2. 2. Steve Burge
  3. 3. Steve Burge
  4. 4. Steve Burge
  5. 5. 1) What should I teach? 2) How should I teach? 2) How should I teach?
  6. 6. 1) What should I teach?
  7. 7. What should I not teach?
  8. 8. <ul><li>“Get rid of half the words on each page, then get rid of half of what’s left.” - Steve Krug </li></ul>What should I not teach?
  9. 9. <ul><li>2007 </li></ul><ul><li>Morning : Content, Menus, Users, Settings, Modules, Themes </li></ul><ul><li>Afternoon : Ecommerce, Kitchen sink ... </li></ul>Our training has changed <ul><li>2011 </li></ul><ul><li>Morning : Content </li></ul><ul><li>Afternoon : Modules </li></ul>
  10. 10. <ul><li>Principles </li></ul><ul><li>Processes </li></ul><ul><li>Concepts </li></ul><ul><li>Facts </li></ul><ul><li>Workflows </li></ul>Level of Difficulty
  11. 11. <ul><li>Workflows = Download the module. Install it. Enable it. Use it. </li></ul><ul><li>Facts = You get modules from </li></ul><ul><li>Concepts = What is a module? </li></ul><ul><li>Processes = How does a module work? </li></ul><ul><li>Principles = How? What? Why? Putting everything together </li></ul>Levels of Difficulty
  12. 12. <ul><li>Principles </li></ul><ul><li>Processes </li></ul><ul><li>Concepts </li></ul><ul><li>Facts </li></ul><ul><li>Workflows </li></ul>Level of Difficulty
  13. 13. <ul><li>Developing Technical Training </li></ul><ul><li>by Ruth Colvin Clark </li></ul>Suggested Book
  14. 14. Perfect beginner usability
  15. 15. Why Administration Menu?
  16. 16. Editing a field <ul><li>4 clicks, 5 screens </li></ul>1 click, 2 screens
  17. 17. Adding a menu link <ul><li>3 clicks, 4 screens </li></ul>1 click, 2 screens
  18. 18. Why WordPress?
  19. 19. WordPress Categories <ul><li>1 click, 1 screen </li></ul>
  20. 20. Drupal Categories <ul><li>3 new words: Taxonomy, Vocabulary, Terms </li></ul>
  21. 21. Drupal Categories <ul><li>Click Structure </li></ul><ul><li>Click Taxonomy </li></ul><ul><li>Click Add vocabulary </li></ul><ul><li>Click Save </li></ul><ul><li>Click Add terms </li></ul><ul><li>Repeat until finished </li></ul><ul><li>Click Structure </li></ul>
  22. 22. Drupal Categories <ul><li>Click Content types </li></ul><ul><li>Click Manage fields </li></ul><ul><li>Enter field details. Click Save </li></ul><ul><li>Click Save field settings </li></ul><ul><li>Click Save settings </li></ul><ul><li>Click Add content </li></ul><ul><li>Click a content type </li></ul>
  23. 23. WordPress Drupal <ul><li>1 click. </li></ul><ul><li>1 screen. </li></ul><ul><li>1 click, 1 screen </li></ul><ul><li>1 </li></ul>3 new words. A new concept. 14 clicks. 14 screens.
  24. 24. Why Drupal 7?
  25. 25. Why Drupal 7? One click to edit items on the page. Drupal 6 required 4+.
  26. 26. Creating a block w/ Views 2 <ul><li>2 pages. 21+ clicks. </li></ul>
  27. 27. Creating a block w/ Views 3 <ul><li>1 page. 2 clicks. </li></ul>
  28. 28. What should I aim for?
  29. 29. What to teach Beginners? <ul><li>Simple, repetitive tasks with few clicks </li></ul><ul><li>Use workflows </li></ul>
  30. 30. <ul><li>Principles </li></ul><ul><li>Processes </li></ul><ul><li>Concepts </li></ul><ul><li>Facts </li></ul><ul><li>Workflows </li></ul>Level of Difficulty
  31. 31. Drupal Workflows
  32. 32. Drupal Workflows
  33. 33. What if I can’t get that simple?
  34. 34. <ul><li>The Checklist Manifesto </li></ul><ul><li>by Atul Gawande </li></ul>Suggested Book
  35. 35. <ul><li>“Learn the rules so you know how to break them properly” - Bruce Lee </li></ul>
  36. 36. Repeat, repeat, repeat
  37. 37.
  38. 38.
  39. 39. A more advanced workflow <ul><li>Content types </li></ul><ul><li>Fields </li></ul><ul><li>Add Content </li></ul><ul><li>Views </li></ul><ul><li>Panels / Display Suite etc. </li></ul><ul><li>Theme </li></ul><ul><li>Users </li></ul>
  40. 40. What should I teach? <ul><li>Confidence. </li></ul>
  41. 41. Drupal’s reputation precedes it
  42. 42. 2) How should I teach?
  43. 43. <ul><li>Off-the-shelf </li></ul><ul><li>Classes </li></ul><ul><li>Books </li></ul><ul><li>Online video </li></ul>How should I teach? <ul><li>Custom </li></ul><ul><li>Small group sessions </li></ul><ul><li>Screen-sharing </li></ul><ul><li>Screencasts </li></ul><ul><li>Documentation </li></ul>
  44. 44. <ul><li>Off-the-shelf </li></ul><ul><li>Custom </li></ul>Level of Difficulty
  45. 45. <ul><li>Don’t try large groups yourself unless you really are a teacher. </li></ul><ul><li>Professional live classes can help clients see the bigger picture. </li></ul>Off-the-shelf: Public Classes
  46. 46. <ul><li>Most books are not good. Badly written and confused about their audience. </li></ul><ul><li>Honorable mentions: </li></ul><ul><li>Drupal 7 Visual Quick Start (Beginners) </li></ul><ul><li>Drupal’s Building Blocks (Site Building) </li></ul><ul><li>Pro Drupal 7 Development (Code) </li></ul>Off-the-shelf: Books
  47. 47. <ul><li>Explosion of online video in the last year. </li></ul><ul><li>In alphabetical order: </li></ul><ul><li> </li></ul><ul><li> </li></ul><ul><li> </li></ul><ul><li> </li></ul><ul><li> </li></ul><ul><li> </li></ul>Off-the-shelf: Videos
  48. 48. <ul><li>Small group and one-on-one sessions work really well. </li></ul><ul><li>Problems are being getting to the client’s site and not getting interrupted. </li></ul>Custom: Small group sessions
  49. 49. <ul><li>Paid : Gotomeeting superior to Webex </li></ul><ul><li>Free : Yuuguu, DimDim, TeamViewer </li></ul><ul><li>Good for quick one-on-ones. </li></ul><ul><li>Difficult to get true back-and-forth and attention spans are short. </li></ul>Custom: Screen-sharing
  50. 50. <ul><li>Paid : Camtasia, Screenflow </li></ul><ul><li>Free : Jing, iShowU, </li></ul><ul><li>A very successful technique for showcasing smaller tasks. </li></ul>Custom: Screencasts
  51. 51. <ul><li>Screensteps </li></ul>Custom: Docs
  52. 52. <ul><li>Confluence </li></ul>Custom: Docs
  53. 53. People Forget
  54. 54. <ul><ul><ul><ul><li>Simple workflows </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Custom training based on their site </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Constant reminders </li></ul></ul></ul></ul><ul><ul><li>Your core training should be custom documentation, supported by other methods. </li></ul></ul>How should I teach?
  55. 55. <ul><li>Principles </li></ul><ul><li>Processes </li></ul><ul><li>Concepts </li></ul><ul><li>Facts </li></ul><ul><li>Workflows </li></ul>Level of Difficulty
  56. 56. <ul><li>Off-the-shelf </li></ul><ul><li>Custom </li></ul>Level of Difficulty