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A wordpress plug-in for


 Project Management
Introduction



 This is a product of
   mphatak.com
Authored by Manu Phatak.
Introduction


The goal of mphatak.com is
 To expand and share
     knowledge.
Project Summary


  Plan, build, and manage projects
       Identify and delegate tasks
           Manage progress
       ...
Similar to Microsoft Project
Similar to Microsoft Project
          ….but better.
Microsoft Project doesn’t work


                   unless
      everyone has Project Professional
                    and...
Microsoft Project is out…
            =(
Problems to address


        Communications
        Record Keeping
         Accountability
Problems to address



        The larger an organization
the harder it is to manage project communications.
     Small or...
Don’t lose when the ball lands between two people.
Problems to address

        Accountability is…
         Knowing who to go to
        When things go wrong, and
          ...
Objectives



  Integration + Collaboration + Centralization
                 Innovation
Objectives

      Wordpress creates a platform
  that allows teams to interact with each other.

Why not integrate the pro...
Objectives


      Teams can work together
   Plan, coordinate, and manage a project
          without software restrictio...
Objectives


        Every project   team/group
      Every project     one person
           Accountability.
Key Benefits

                      Results
                    Get things done.

                  Work history
Track pas...
Designing the Interface
   …of a project management plug-in.
Case Study
Jenkintown Publishing

           Who would use this tool?

 Let’s a follow a magazine publisher.
       Notice...
Output – Active Projects
Milestone                                       Contact   Status        Due        Notes
New Webs...
Hello, I’m a project.
Output – Active Projects
Milestone                                       Contact   Status        Due        Notes
New Webs...
And I am a task.
Output – Active Projects
Milestone                                       Contact   Status        Due        Notes
New Webs...
Categories


        Notice two project categories:
        Milestones and Articles
   Articles is a custom category—it’s ...
Project Hierarchy

     Each category consists of projects
        …just a way of organizing data.

Each project can be di...
Project Assignment

                    Notice
Each project is assigned to one person
                also notice
   Tasks...
Project Metadata



     Each project and task also has
      A due date and status
Project Status

                    Codes
            Green      on schedule
                Yellow    at risk
   Red   de...
Status Assignment

            Derived Status
       Status of project with children
      Is derived from the childrens’ ...
Let’s review the details of a
           project
Output – Active Projects
Milestone                                       Contact   Status        Due        Notes
New Webs...
Output – Individual Projects
Milestone                                     Contact   Status        Due        Notes
Reorga...
Individual Projects Screen



    This screen drills down on a project
    Displaying additional details.
Output – Individual Projects
Milestone                                     Contact   Status        Due        Notes
Reorga...
Time Period

            To phase out the old stuff
Projects are assigned to a time period.

     Time periods can be cust...
Output – Individual Projects
Milestone                                     Contact   Status        Due        Notes
Reorga...
Stakeholders


        Emails will be sent for everything.

Anyone that’s concerned with a project
     Would be added as ...
Output – Individual Projects
Milestone                                     Contact   Status        Due        Notes
Reorga...
Notes


         Notes are like comments…
          They won’t supplement email.

 Notes are for logging relevant info.
  ...
We can also drill-down to a
      project-task
Output – Individual Projects
Milestone                                     Contact   Status        Due        Notes
Reorga...
Output – Individual Task
Task                                            Contact   Status   Due        Notes
Design the ne...
Individual Tasks Screen



               Again,
   Displaying even more details.
Output – Individual Task
Task                                            Contact   Status   Due        Notes
Design the ne...
Notes, again



           The details are the same.
     The notes are specific to the task.
Now you know
   What to expect.
Other outputs


          User-activity reports
            See task lists by user
            Red-light projects
  See pr...
Did you get everything…
      Here’s a quick review.
Project Management



    Figuring out what the system should do.

                Planning.
Project Management


           Key Features.
      Manage task assignments.
      Close communication gaps.
      Create ...
For next time
Look out for input interfaces, database structure, and a class
                           structure.
Questions?
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Project Management

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This is the dossier walking through the planning phase for a wordpress plugin--a project management tool.

It includes requirements gathering, sample output, and definitions of the plugin's vocabulary.

Published in: Technology, Economy & Finance
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Project Management

  1. 1. A wordpress plug-in for Project Management
  2. 2. Introduction This is a product of mphatak.com Authored by Manu Phatak.
  3. 3. Introduction The goal of mphatak.com is To expand and share knowledge.
  4. 4. Project Summary Plan, build, and manage projects Identify and delegate tasks Manage progress Centralize team information
  5. 5. Similar to Microsoft Project
  6. 6. Similar to Microsoft Project ….but better.
  7. 7. Microsoft Project doesn’t work unless everyone has Project Professional and someone is hosting Microsoft Project Server…
  8. 8. Microsoft Project is out… =(
  9. 9. Problems to address Communications Record Keeping Accountability
  10. 10. Problems to address The larger an organization the harder it is to manage project communications. Small organizations can have this problem too.
  11. 11. Don’t lose when the ball lands between two people.
  12. 12. Problems to address Accountability is… Knowing who to go to When things go wrong, and When things go right. aka Giving people an incentive To fill gaps.
  13. 13. Objectives Integration + Collaboration + Centralization Innovation
  14. 14. Objectives Wordpress creates a platform that allows teams to interact with each other. Why not integrate the project management interface with the existing platform? Integration.
  15. 15. Objectives Teams can work together Plan, coordinate, and manage a project without software restrictions. Collaboration.
  16. 16. Objectives Every project team/group Every project one person Accountability.
  17. 17. Key Benefits Results Get things done. Work history Track past projects success, failure, and the people that drove them. Simplicity and effectiveness No more overhead training.
  18. 18. Designing the Interface …of a project management plug-in.
  19. 19. Case Study Jenkintown Publishing Who would use this tool? Let’s a follow a magazine publisher. Notice how to use the tool. How teams interface with the tool.
  20. 20. Output – Active Projects Milestone Contact Status Due Notes New Website Jill Yellow 01/20/08 0 Build a task list Jill Done 01/05/08 2 ID  requirements Jill Done 01/10/08 0 Design a prototype Ted Yellow 01/15/08 5 Development Jill Not Started 01/20/08 2 Theme for wordpress Jill Not Started 01/20/08 1 Custom functions Ted Not Started 01/20/08 1 Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Articles Contact Status Due Notes Headlines Sandra Yellow 01/05/08 0 Interview Susan Done 01/12/08 2 Notify Interviewee Brian Done 01/08/08 0 Interview Mike Yellow 01/12/08 5 Guest Writer Dave Not Started 01/19/08 2 Comics Scott Not Started 01/26/08 1
  21. 21. Hello, I’m a project.
  22. 22. Output – Active Projects Milestone Contact Status Due Notes New Website Jill Yellow 01/20/08 0 Build a task list Jill Done 01/05/08 2 ID  requirements Jill Done 01/10/08 0 Design a prototype Ted Yellow 01/15/08 5 Development Jill Not Started 01/20/08 2 Theme for wordpress Jill Not Started 01/20/08 1 Custom functions Ted Not Started 01/20/08 1 Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Articles Contact Status Due Notes Headlines Sandra Yellow 01/05/08 0 Interview Susan Done 01/12/08 2 Notify Interviewee Brian Done 01/08/08 0 Interview Mike Yellow 01/12/08 5 Guest Writer Dave Not Started 01/19/08 2 Comics Scott Not Started 01/26/08 1
  23. 23. And I am a task.
  24. 24. Output – Active Projects Milestone Contact Status Due Notes New Website Jill Yellow 01/20/08 0 Build a task list Jill Done 01/05/08 2 ID  requirements Jill Done 01/10/08 0 Design a prototype Ted Yellow 01/15/08 5 Development Jill Not Started 01/20/08 2 Theme for wordpress Jill Not Started 01/20/08 1 Custom functions Ted Not Started 01/20/08 1 Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Articles Contact Status Due Notes Headlines Sandra Yellow 01/05/08 0 Interview Susan Done 01/12/08 2 Notify Interviewee Brian Done 01/08/08 0 Interview Mike Yellow 01/12/08 5 Guest Writer Dave Not Started 01/19/08 2 Comics Scott Not Started 01/26/08 1
  25. 25. Categories Notice two project categories: Milestones and Articles Articles is a custom category—it’s a publisher.
  26. 26. Project Hierarchy Each category consists of projects …just a way of organizing data. Each project can be divided into tasks And tasks into sub-tasks
  27. 27. Project Assignment Notice Each project is assigned to one person also notice Tasks can be delegated to other people Other than the project owner
  28. 28. Project Metadata Each project and task also has A due date and status
  29. 29. Project Status Codes Green on schedule Yellow at risk Red deadline missed (auto + notifications) Not started Completed
  30. 30. Status Assignment Derived Status Status of project with children Is derived from the childrens’ status For Example If a task goes red Its entire parent project goes red.
  31. 31. Let’s review the details of a project
  32. 32. Output – Active Projects Milestone Contact Status Due Notes New Website Jill Yellow 01/20/08 0 Build a task list Jill Done 01/05/08 2 ID  requirements Jill Done 01/10/08 0 Design a prototype Ted Yellow 01/15/08 5 Development Jill Not Started 01/20/08 2 Theme for wordpress Jill Not Started 01/20/08 1 Custom functions Ted Not Started 01/20/08 1 Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Articles Contact Status Due Notes Headlines Sandra Yellow 01/05/08 0 Interview Susan Done 01/12/08 2 Notify Interviewee Brian Done 01/08/08 0 Interview Mike Yellow 01/12/08 5 Guest Writer Dave Not Started 01/19/08 2 Comics Scott Not Started 01/26/08 1
  33. 33. Output – Individual Projects Milestone Contact Status Due Notes Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Project Details Category Milestone Time Period January Description N/A Stakeholders Jill, Ted Notes I have not been able to find the floor plan Dave 01/03/08 This should be done by now.  I have to  change the status to red. Sandra 01/05/08
  34. 34. Individual Projects Screen This screen drills down on a project Displaying additional details.
  35. 35. Output – Individual Projects Milestone Contact Status Due Notes Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Project Details Category Milestone Time Period January Description N/A Stakeholders Jill, Ted Notes I have not been able to find the floor plan Dave 01/03/08 This should be done by now.  I have to  change the status to red. Sandra 01/05/08
  36. 36. Time Period To phase out the old stuff Projects are assigned to a time period. Time periods can be customized by the user: For example Months, Quarters, weeks, or even years.
  37. 37. Output – Individual Projects Milestone Contact Status Due Notes Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Project Details Category Milestone Time Period January Description N/A Stakeholders Jill, Ted Notes I have not been able to find the floor plan Dave 01/03/08 This should be done by now.  I have to  change the status to red. Sandra 01/05/08
  38. 38. Stakeholders Emails will be sent for everything. Anyone that’s concerned with a project Would be added as a stakeholder. They would be included in the emails.
  39. 39. Output – Individual Projects Milestone Contact Status Due Notes Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Project Details Category Milestone Time Period January Description N/A Stakeholders Jill, Ted Notes I have not been able to find the floor plan Dave 01/03/08 This should be done by now.  I have to  change the status to red. Sandra 01/05/08
  40. 40. Notes Notes are like comments… They won’t supplement email. Notes are for logging relevant info. For example changes, updates, concerns, etc.
  41. 41. We can also drill-down to a project-task
  42. 42. Output – Individual Projects Milestone Contact Status Due Notes Reorganize the file cabinets Sandra Red 01/15/08 2 Design the new layout Dave Red 01/05/08 3 Move the cabinets Ed Not Started 01/15/08 0 Project Details Category Milestone Time Period January Description N/A Stakeholders Jill, Ted Notes I have not been able to find the floor plan Dave 01/03/08 This should be done by now.  I have to  change the status to red. Sandra 01/05/08
  43. 43. Output – Individual Task Task Contact Status Due Notes Design the new layout Dave Red 01/05/08 3 Task  Details Project Reorganize the file cabinets Description Find the most  ergonomically functional layout for the file cabinets Notes A new cabinet was just added. Dave 01/01/08 The deportment just agreed to build an  annex. Sandra 01/01/08 I got the permits we need Dave 01/03/08
  44. 44. Individual Tasks Screen Again, Displaying even more details.
  45. 45. Output – Individual Task Task Contact Status Due Notes Design the new layout Dave Red 01/05/08 3 Task  Details Project Reorganize the file cabinets Description Find the most  ergonomically functional layout for the file cabinets Notes A new cabinet was just added. Dave 01/01/08 The deportment just agreed to build an  annex. Sandra 01/01/08 I got the permits we need Dave 01/03/08
  46. 46. Notes, again The details are the same. The notes are specific to the task.
  47. 47. Now you know What to expect.
  48. 48. Other outputs User-activity reports See task lists by user Red-light projects See projects that are missing a due a date.
  49. 49. Did you get everything… Here’s a quick review.
  50. 50. Project Management Figuring out what the system should do. Planning.
  51. 51. Project Management Key Features. Manage task assignments. Close communication gaps. Create a log of work history.
  52. 52. For next time Look out for input interfaces, database structure, and a class structure.
  53. 53. Questions?

×