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PLANNING AND MANAGINGPLANNING AND MANAGING
DRUPAL PROJECTSDRUPAL PROJECTS
Software Freedom DaySoftware Freedom Day
Far Eas...
Agenda:Agenda:
The Role of LimitationsThe Role of Limitations
Putting Down Your Concept On PaperPutting Down Your Concept ...
WHO AM I?WHO AM I?
Role of LimitationsRole of Limitations
““It's not what you start in life, it's what youIt's not what you start in life, it...
Puting Down Your Concept on PaperPuting Down Your Concept on Paper
Here’s what I think of as the 1 to 10 scale of difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of
difficulty: (cont...)difficul...
Lifecycle of A ProjectLifecycle of A Project
Step 1: DiscoveryStep 1: Discovery
●
What do I want?What do I want?
●
What does it need to do?What does it need to do?
●
W...
Step 2: Information ArchitectureStep 2: Information Architecture
Step 3 - DesignStep 3 - Design
Step 4 - Development andStep 4 - Development and
ImplementationImplementation
5. Content5. Content
6. Deployment/Launch6. Deployment/Launch
7. Maintenance7. Maintenance
Project Management Methodologies and DrupalProject Management Methodologies and Drupal
Drupal Tasks That Use
Waterfall
Dru...
Taking the Lifecycle into Account onTaking the Lifecycle into Account on
PaperPaper
Why you are building this?Why you are ...
What’s a Project Plan?What’s a Project Plan?
is a document that speaks to the purpose andis a document that speaks to the ...
Project Manager Tasks BeyondProject Manager Tasks Beyond
DevelopmentDevelopment
Kickoff MeetingsKickoff Meetings
Discovery...
Kickof MeetingsKickof Meetings
What are we building?What are we building?
Who will be working on it?Who will be working on...
Discovery MeetingsDiscovery Meetings
What are some other sites you like?What are some other sites you like?
What features ...
Information Architecture/DesignInformation Architecture/Design
MeetingsMeetings
Is everything where it’s supposed to be?Is...
Development MeetingsDevelopment Meetings
What am I working on?What am I working on?
What’s next?What’s next?
What things w...
CheckinsCheckins
This is what we are working on.This is what we are working on.
This is what’s coming nextThis is what’s c...
Milestone Closing MeetingsMilestone Closing Meetings
Here are all of the tickets we closed in this project.Here are all of...
Launch MeetingsLaunch Meetings
Everything is done according to what we talked about before.Everything is done according to...
Post-Project DebriefsPost-Project Debriefs
This is usually an internal design/development/projectThis is usually an intern...
Other Tasks for Project ManagersOther Tasks for Project Managers
Creating User StoriesCreating User Stories
Implementing T...
ResourcesResources
BookBook
A Definitive Guide to Drupal 7, B. Melancon et. al., ApressA Definitive Guide to Drupal 7, B. ...
QUESTIONS?QUESTIONS?
Thank you!Thank you!
ivanfermanejo@aol.comivanfermanejo@aol.com //
admin@drupalpilipinas.orgadmin@drupalpilipinas.org
+639...
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Planning and Managing Drupal Projects

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This presentation was made for the purpose of Software Freedom Day in Far Eastern University Manila

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Planning and Managing Drupal Projects

  1. 1. PLANNING AND MANAGINGPLANNING AND MANAGING DRUPAL PROJECTSDRUPAL PROJECTS Software Freedom DaySoftware Freedom Day Far Eastern University ManilaFar Eastern University Manila Ivan James A. FermanejoIvan James A. Fermanejo
  2. 2. Agenda:Agenda: The Role of LimitationsThe Role of Limitations Putting Down Your Concept On PaperPutting Down Your Concept On Paper Project Management Methodologies andProject Management Methodologies and DrupalDrupal Taking the Lifecycle into Account on PaperTaking the Lifecycle into Account on Paper Project Manager Tasks Beyond DevelopmentProject Manager Tasks Beyond Development Othe Task for Project ManagerOthe Task for Project Manager
  3. 3. WHO AM I?WHO AM I?
  4. 4. Role of LimitationsRole of Limitations ““It's not what you start in life, it's what youIt's not what you start in life, it's what you finish”finish” -- Katherine HepburnKatherine Hepburn Limitations are necessary thing to be aware ofLimitations are necessary thing to be aware of when you're planning a project.when you're planning a project. Set the expectation right.Set the expectation right. Know much time you have to devote to projectKnow much time you have to devote to project is the first step.is the first step.
  5. 5. Puting Down Your Concept on PaperPuting Down Your Concept on Paper Here’s what I think of as the 1 to 10 scale of difficulty:Here’s what I think of as the 1 to 10 scale of difficulty: 1.1. is “I have an idea for a web site, but I haven’t totallyis “I have an idea for a web site, but I haven’t totally decided on the concept”.decided on the concept”.
  6. 6. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 2. is “I have an outline of what this web site is, and I might2. is “I have an outline of what this web site is, and I might have an idea of what the title is. I have a domain namehave an idea of what the title is. I have a domain name registered.”registered.”
  7. 7. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 3. is “I already have a site that I built a long time ago in3. is “I already have a site that I built a long time ago in Dreamweaver / Frontpage,but I can get the content outDreamweaver / Frontpage,but I can get the content out in straight text files. I don’t want to improve it thisin straight text files. I don’t want to improve it this week,week, but I’d like to migrate to a new site.”but I’d like to migrate to a new site.”
  8. 8. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 4. is “I built my site a long time ago, and it has a lot of4. is “I built my site a long time ago, and it has a lot of content that I want to move,content that I want to move,like a photo gallery or all oflike a photo gallery or all of my blog posts going back to 2001.”my blog posts going back to 2001.”
  9. 9. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 5.5. is “I have a site that I need to migrate, and it had ais “I have a site that I need to migrate, and it had a custom design. I’d like tocustom design. I’d like to recreate that in this newrecreate that in this new system.”system.”
  10. 10. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 6. is “I have an idea for a new community site, I’m going6. is “I have an idea for a new community site, I’m going to have some users, and I’ll start with some content.”to have some users, and I’ll start with some content.”
  11. 11. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 7. is “I want a new community site. I have lots of content7. is “I want a new community site. I have lots of content that needs to be served dynamically, I’m going to have athat needs to be served dynamically, I’m going to have a lot of users, and I want them to be able to do six differentlot of users, and I want them to be able to do six different things to communicate with each other. “things to communicate with each other. “
  12. 12. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 8. is “I have a community site already. I’d like to move8. is “I have a community site already. I’d like to move over all of the content that I have now. I’d like to moveover all of the content that I have now. I’d like to move over all of the users that I have now. Also, I want to addover all of the users that I have now. Also, I want to add mapping, geolocation, feeds from different sites, andmapping, geolocation, feeds from different sites, and private messaging.”private messaging.”
  13. 13. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 9. is “I have three different sites that I want to move over to Drupal.9. is “I have three different sites that I want to move over to Drupal. They all need to work with the users I have now, but I don’t want toThey all need to work with the users I have now, but I don’t want to change any of the passwords. Users are going to be able tochange any of the passwords. Users are going to be able to interact with each other in 10 different ways. I have a lot of contentinteract with each other in 10 different ways. I have a lot of content now, but I don’t want to move over all of it, so I need to decidenow, but I don’t want to move over all of it, so I need to decide what to move and what needs to be recreated in the new site. I’mwhat to move and what needs to be recreated in the new site. I’m also tired of my current design, so I want to do something new.”also tired of my current design, so I want to do something new.”
  14. 14. Here’s what I think of as the 1 to 10 scale ofHere’s what I think of as the 1 to 10 scale of difficulty: (cont...)difficulty: (cont...) 10. is the same as number 9, with the addition of10. is the same as number 9, with the addition of “I need it to happen in three weeks. Or maybe“I need it to happen in three weeks. Or maybe tomorrow. Can I build this today?”tomorrow. Can I build this today?”
  15. 15. Lifecycle of A ProjectLifecycle of A Project
  16. 16. Step 1: DiscoveryStep 1: Discovery ● What do I want?What do I want? ● What does it need to do?What does it need to do? ● What does it look like?What does it look like? ● Who’s participating in this project?Who’s participating in this project? ● Who are the decision makers?Who are the decision makers? Product of Discovery is aProduct of Discovery is a PROJECT PLANPROJECT PLAN
  17. 17. Step 2: Information ArchitectureStep 2: Information Architecture
  18. 18. Step 3 - DesignStep 3 - Design
  19. 19. Step 4 - Development andStep 4 - Development and ImplementationImplementation
  20. 20. 5. Content5. Content
  21. 21. 6. Deployment/Launch6. Deployment/Launch
  22. 22. 7. Maintenance7. Maintenance
  23. 23. Project Management Methodologies and DrupalProject Management Methodologies and Drupal Drupal Tasks That Use Waterfall Drupal Tasks That Use Agile Discovery Documenting the project plan, timeline planning Brainstorming Information Architecture Functional requirements Wireframes Design (Very little about design work fits with waterfall) Creating design layouts Development Only on a high level matching of functional requirements Building out all of the features in a site, creating the site. Content Staging Deciding which content is added Active work works best in sprints Quality Assurance Matching with functional requirements Not as effective Deployment/Launch Checklists for launch Not as effective Maintenance No methodology preference No methodology preference
  24. 24. Taking the Lifecycle into Account onTaking the Lifecycle into Account on PaperPaper Why you are building this?Why you are building this? What it’s going to do?What it’s going to do? When will each stage of the cycle be complete?When will each stage of the cycle be complete? When did they need to be completed?When did they need to be completed? What needs to happen within each phase?What needs to happen within each phase? Who’s going to do this?Who’s going to do this?
  25. 25. What’s a Project Plan?What’s a Project Plan? is a document that speaks to the purpose andis a document that speaks to the purpose and methods of a project.methods of a project. It defines what’s at stake in the project, who the mainIt defines what’s at stake in the project, who the main stakeholders are, the scope of the timeline and thestakeholders are, the scope of the timeline and the outcomes of the project.outcomes of the project. It also breaks down what happens in what order andIt also breaks down what happens in what order and who’s both responsible and involved for each phase.who’s both responsible and involved for each phase. It is a client-facing document because it’sdesigned toIt is a client-facing document because it’sdesigned to create alignment between everyone involved.create alignment between everyone involved.
  26. 26. Project Manager Tasks BeyondProject Manager Tasks Beyond DevelopmentDevelopment Kickoff MeetingsKickoff Meetings Discovery MeetingsDiscovery Meetings Information Architecture/Design MeetingsInformation Architecture/Design Meetings Development MeetingsDevelopment Meetings CheckinsCheckins Milestone Closing MeetingsMilestone Closing Meetings Launch MeetingsLaunch Meetings Post-Project DebriefsPost-Project Debriefs
  27. 27. Kickof MeetingsKickof Meetings What are we building?What are we building? Who will be working on it?Who will be working on it? Who’s responsible for which part?Who’s responsible for which part? What’s the project cost?What’s the project cost? When will it be done by?When will it be done by? Bonus question: What’s driving this project?Bonus question: What’s driving this project?
  28. 28. Discovery MeetingsDiscovery Meetings What are some other sites you like?What are some other sites you like? What features do they have?What features do they have? What do you not like?What do you not like? What message do you want to convey through design aboutWhat message do you want to convey through design about your site?your site? What are some examples of this that you’ve seen on the Web?What are some examples of this that you’ve seen on the Web?
  29. 29. Information Architecture/DesignInformation Architecture/Design MeetingsMeetings Is everything where it’s supposed to be?Is everything where it’s supposed to be? What’s missing?What’s missing? Out of these three designs, what elements do you like best?Out of these three designs, what elements do you like best? Is this the final design, or do we need another round ofIs this the final design, or do we need another round of revisions? Based on the estimates, we’re X dollars through therevisions? Based on the estimates, we’re X dollars through the design phase. Adding another round of designs will increasedesign phase. Adding another round of designs will increase the budget of the entire project by Y. Is this something that youthe budget of the entire project by Y. Is this something that you want to do?want to do?
  30. 30. Development MeetingsDevelopment Meetings What am I working on?What am I working on? What’s next?What’s next? What things will be/are a blocker?What things will be/are a blocker?
  31. 31. CheckinsCheckins This is what we are working on.This is what we are working on. This is what’s coming nextThis is what’s coming next What do we need your help on?What do we need your help on? How’s your content coming?How’s your content coming?
  32. 32. Milestone Closing MeetingsMilestone Closing Meetings Here are all of the tickets we closed in this project.Here are all of the tickets we closed in this project. Here’s where this is on the development site.Here’s where this is on the development site. Does this need to be added to the next phase, or is thisDoes this need to be added to the next phase, or is this complete?complete? If we change this, it will add X amount of time to the project. IsIf we change this, it will add X amount of time to the project. Is this OK, or what else needs to be dropped to make thisthis OK, or what else needs to be dropped to make this happen?happen?
  33. 33. Launch MeetingsLaunch Meetings Everything is done according to what we talked about before.Everything is done according to what we talked about before. What small changes need to be made?What small changes need to be made? All of our content is here accurately.All of our content is here accurately. We’ve tested our work on the production site and we’re readyWe’ve tested our work on the production site and we’re ready to take this project live.to take this project live.
  34. 34. Post-Project DebriefsPost-Project Debriefs This is usually an internal design/development/projectThis is usually an internal design/development/project management meeting because candid feedback is the mainmanagement meeting because candid feedback is the main goal of this meeting.goal of this meeting.
  35. 35. Other Tasks for Project ManagersOther Tasks for Project Managers Creating User StoriesCreating User Stories Implementing Tasks and Task Workflow Tasks That Make upImplementing Tasks and Task Workflow Tasks That Make up MilestonesMilestones Tasks That Make up MilestonesTasks That Make up Milestones Bad DaysBad Days
  36. 36. ResourcesResources BookBook A Definitive Guide to Drupal 7, B. Melancon et. al., ApressA Definitive Guide to Drupal 7, B. Melancon et. al., Apress ImagesImages various web pages searched in Googlevarious web pages searched in Google
  37. 37. QUESTIONS?QUESTIONS?
  38. 38. Thank you!Thank you! ivanfermanejo@aol.comivanfermanejo@aol.com // admin@drupalpilipinas.orgadmin@drupalpilipinas.org +63917-851-1746+63917-851-1746

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