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Webinar: Top 5 Tips for a Successful Drupal Project


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Great Drupal websites don’t happen by accident — now is the time to start planning. This webinar brings you five tips to create a foundation of success for your next Drupal project.

You’ll learn about:
-Measurement: How to clearly define your KPIs, tech strategy, and requirements
-The Project Champion: How to increase buy-in from project stakeholders
-Staffing: How to assemble a project team to best support your users
Security and Compliance: Effective planning for security, accessibility, and performance
-Know the Platform: Planning for Drupal 9 and beyond

Published in: Technology
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Webinar: Top 5 Tips for a Successful Drupal Project

  1. 1. February 12, 2020 Top 5 Tips for a Successful Drupal Project
  2. 2. | 2 Before we begin Want to ask a question? Great! Please use the Zoom Q&A feature to ask questions. We will hold all questions until the end of the presentation. Want to view the presentation recording and materials later? Sure! We’ll email a copy. Want to know more about Mediacurrent or today’s speakers? Happy to help! Drop us a note on our website→
  3. 3. Mediacurrent Mediacurrent is a full-service digital agency that implements world class Drupal architecture, development, strategy, and design to achieve defined goals for enterprise organizations seeking a better return on investment.
  4. 4. | 4 Today’s Presenters Kelly Dassing Senior Director of Project Management Mediacurrent @kellydassing Mark Shropshire Senior Director of Development Mediacurrent @shrop
  5. 5. | 5 Agenda 1. Setting up the Team for Success 2. Avoid Overcommitment 3. Be Ready to PIVOT! 4. Teams Succeed Together 5. Retrospectives
  6. 6. | 6 75% of business and IT executives anticipate their software projects will fail. Fewer than a third of all projects were successfully completed on time and on budget over the past year. -Geneca
  7. 7. | 7 Setting up the Team for Success
  8. 8. | 8 Project Team Lead Architect Back-end Drupal DeveloperFront-end Developer Creative Director UX/UI Designer Digital Strategist Data Analyst Accessibility Lead Quality Assurance Lead DevOps Lead Creative Development Specialists Strategy Delivery Sponsor Project Manager Stakeholders
  9. 9. | 9 Kicking Off & Capturing the Vision ● Hold a kick-off and discovery meeting, ideally on-site ● Help your client or team organize their ideas and get a plan of attack ● Make sure we aren’t dreaming up a project that doesn’t match the budget ● Set goals for both the client and the team that are realistic ● Know what success and failure looks like
  10. 10. | 10 Sharing the Vision ● The project team should have access to all project details ● Who owns each part of the project? ● Ensure the team has personal investment in the project ● Ideally, team members should be excited to work on the project
  11. 11. | 11 Drupal Functional Specification Technical Roadmap Budget and EstimatesGoals and Scope
  12. 12. | 12 Process Digital strategy analysis Technical Architecture / Functional Specification Write quality assurance test cases Re-estimate scope of work Mood Boards Desktop and Mobile Design Templates HTML Prototypes Module Configuration Custom Module Programming Custom Theme Development Front-End Framework Implementation Post Launch Support Discovery Design Development Quality Assurance Deployment Execute First Test Runs User Acceptance Testing (UAT) Execute Final Test Run Prepare production environment Sync latest files and data Finalize cache settings Switch DNS Analytics / Performance Evaluation Feature Enhancements Module Updates A / B Testing
  13. 13. | 13 Avoid Overcommitment
  14. 14. | 14 Avoiding the Dreaded “Overcommitment” ● Establish your MVP up front ● Know your deliverables ● Communicate with your Product Owner ● Don’t be afraid to say “No” ● Keep your team grounded in the delivery ○ Don’t get caught up in too many meetings ○ Managing team morale and motivation ○ Avoiding burnout and frustration
  15. 15. | 15 Be Ready to PIVOT!
  16. 16. | 16 ● Revisit the MVP and adjust as needed ● Creating a “Phase 2” plan shouldn’t be seen as a failure ● Show progress to stay aligned (establish deliverables) ● Refine roles and processes ● Keep your team on task with tools Identify the Goal ...And a Plan to Accomplish It
  17. 17. | 17 Continue Clear Communication with Clients ● Take the extra 5 minutes to update tickets and communicate status ● Use weekly status emails to update on projects status ● Establish quick check-ins via a call or email so you can stay aligned on vision
  18. 18. | 18 Getting Ready to Deliver with Success ● Check your deliverables against the established MVPs ● Does the delivery match up with the success outlined at the start? ● Are there elements of what failure looked like present? ● What happens if pivots extend your time frame?
  19. 19. | 19 Drupal is Flexible ● Drupal and related web technologies are flexible ● Have backup plans for architectural decisions ● Review progress against MVP and identify if anything should change ● Preparation for Drupal 9 ● Raise concerns early!
  20. 20. | 20 Teams Succeed Together
  21. 21. | 21 Asking questions strengthens the entire team. The Right Ideas Development Strategy Design Stakeholders If we’re intentional, we can learn from both the answer the client gives AND from how our teammates are asking questions.
  22. 22. | 22 Team Trust
  23. 23. | 23 Critical Partnership Project Manager Lead Developer
  24. 24. | 24 “Hedwig Helpers Hotline”
  25. 25. | 25 Protecting Our Personal Time
  26. 26. | 26 Retrospectives
  27. 27. | 27 Throw a Wake, Not a Funeral ● This is key to learn and grow on what was successful and what wasn’t ● Pivots cause you to try things that are outside your norm ○ Did they work? ● Multiple pivots can cause you think on your feet and come up with new ways of doing things ○ Why wasn’t the normal way of doing things working? ● Why Retrospective and not Postmortem? ○ Postmortem can indicate failure even in success
  28. 28. | 28 Resources
  29. 29. | 29 ● 3 Ways to Prepare Your Site and Team For Drupal 9 ● Delivering Drupal 8 On Budget Resources ● 20 Things to Know Before Choosing a Digital Partner for your Site Migration ● Pivoting in a Project: Strategies for Adjusting to Scope Changes ● What Client Success Means to Mediacurrent ● Development Tools ● Rain Install Profile ● Drupal Module Evaluation Guide Drupal 8 & 9 Project Planning Drupal Tools
  30. 30. Q&A @Mediacurrent
  31. 31. | 31 Contact Us ● Contact today’s speakers ● Contact Mediacurrent