July 14, 2012




WordPress Management Strategies
- Matthew Dorman @matthewdorman




                                            1
INTRODUCTION




               2
INTRODUCTION
■   Matthew Dorman




                     2
INTRODUCTION
■ Matthew Dorman
■ Background in Development / Computer Science




                                             2
INTRODUCTION
■ Matthew Dorman
■ Background in Development / Computer Science
■ Run the Open Source Practice at NorthPoint




                                             2
INTRODUCTION
■ Matthew Dorman
■ Background in Development / Computer Science
■ Run the Open Source Practice at NorthPoint
■ Projects Managed (not all WordPress):




                                             2
INTRODUCTION
■ Matthew Dorman
■ Background in Development / Computer Science
■ Run the Open Source Practice at NorthPoint
■ Projects Managed (not all WordPress):




                                             2
OUTLINE




          3
OUTLINE
■ Extra Resources




                    3
OUTLINE
■ Extra Resources
■ Common Project Management Tools




                               3
OUTLINE
■ Extra Resources
■ Common Project Management Tools
■ Set Some Standards




                               3
OUTLINE
■ Extra Resources
■ Common Project Management Tools
■ Set Some Standards
■ Techniques / Methodologies




                               3
EXTRA RESOURCES




                  4
EXTRA RESOURCES
■ Monthly WordPress Meetups




                              4
EXTRA RESOURCES
■ Monthly WordPress Meetups
 ■   meetup.bostonwp.com




                              4
EXTRA RESOURCES
■ Monthly WordPress Meetups
 ■ meetup.bostonwp.com
 ■ www.meetup.com/wordpressnyc




                                 4
EXTRA RESOURCES
■ Monthly WordPress Meetups
    ■ meetup.bostonwp.com
    ■ www.meetup.com/wordpressnyc

■       WordCamps (check that off the list)




                                          4
EXTRA RESOURCES
■ Monthly WordPress Meetups
    ■ meetup.bostonwp.com
    ■ www.meetup.com/wordpressnyc

■  WordCamps (check that off the list)
■  WordPress.org




                                     4
EXTRA RESOURCES
■ Monthly WordPress Meetups
    ■ meetup.bostonwp.com
    ■ www.meetup.com/wordpressnyc

■  WordCamps (check that off the list)
■  WordPress.org
    ■   http://wordpress.org/support




                                       4
PROJECT MANAGEMENT TOOLS




                           5
PROJECT MANAGEMENT TOOLS
■ Paid Systems




                           5
PROJECT MANAGEMENT TOOLS
■ Paid Systems
 ■ JIRA w/ Greenhopper (Atlassian)




                                     5
PROJECT MANAGEMENT TOOLS
■ Paid Systems
 ■ JIRA w/ Greenhopper (Atlassian)
 ■ BaseCamp




                                     5
PROJECT MANAGEMENT TOOLS
■ Paid Systems
 ■ JIRA w/ Greenhopper (Atlassian)
 ■ BaseCamp
 ■ Pivotal Tracker




                                     5
PROJECT MANAGEMENT TOOLS
■ Paid Systems
 ■ JIRA w/ Greenhopper (Atlassian)
 ■ BaseCamp
 ■ Pivotal Tracker
■ Open Source




                                     5
PROJECT MANAGEMENT TOOLS
■ Paid Systems
 ■ JIRA w/ Greenhopper (Atlassian)
 ■ BaseCamp
 ■ Pivotal Tracker
■ Open Source
 ■ Open Atrium




                                     5
PROJECT MANAGEMENT TOOLS
■ Paid Systems
 ■ JIRA w/ Greenhopper (Atlassian)
 ■ BaseCamp
 ■ Pivotal Tracker
■ Open Source
 ■ Open Atrium
 ■ Redmine




                                     5
SET SOME STANDARDS




                     6
SET SOME STANDARDS
■ Use Source / Version Control System




                                    6
SET SOME STANDARDS
■ Use Source / Version Control System
■ Code Reviews / Local Environments




                                    6
SET SOME STANDARDS
■ Use Source / Version Control System
■ Code Reviews / Local Environments
■ Performance Metrics




                                    6
SET SOME STANDARDS
■ Use Source / Version Control System
■ Code Reviews / Local Environments
■ Performance Metrics
■ Leverage WordPress’ API Library




                                    6
SET SOME STANDARDS
■ Use Source / Version Control System
■ Code Reviews / Local Environments
■ Performance Metrics
■ Leverage WordPress’ API Library
■ Reduce / Eliminate Custom SQL
queries




                                    6
SET SOME STANDARDS
■ Use Source / Version Control System
■ Code Reviews / Local Environments
■ Performance Metrics
■ Leverage WordPress’ API Library
■ Reduce / Eliminate Custom SQL
queries
■ Plugin Review Process




                                    6
TECHNIQUES / METHODOLOGIES




                             7
TECHNIQUES / METHODOLOGIES
■ Agile SCRUM




                             7
TECHNIQUES / METHODOLOGIES
■ Agile SCRUM
■ Waterfall




                             7
TECHNIQUES / METHODOLOGIES
■ Agile SCRUM
■ Waterfall
■ Test Driven Development




                             7
TECHNIQUES / METHODOLOGIES
■ Agile SCRUM
■ Waterfall
■ Test Driven Development
■ Pair Programming




                             7
QUESTIONS TO GET ANSWERED




                            8
QUESTIONS TO GET ANSWERED
■ Before Project Begins




                            8
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ While Project is Running




                             8
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ While Project is Running
■ Launch Planning




                             8
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ While Project is Running
■ Launch Planning
■ After Launch




                             8
QUESTIONS TO GET ANSWERED




                            9
QUESTIONS TO GET ANSWERED
■ Before Project Begins




                            9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■   What is the launch date? What is driving that date?




                                                          9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■   What is the launch date? What is driving that date?
■   What are the business goals and drivers for the project?




                                                               9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■   What is the launch date? What is driving that date?
■   What are the business goals and drivers for the project?
■   How many resources do I have, how much money?




                                                               9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ What is the launch date? What is driving that date?
■ What are the business goals and drivers for the project?
■ How many resources do I have, how much money?
■ Who edits or maintains the site now, and have they used a CMS
before?




                                                           9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ What is the launch date? What is driving that date?
■ What are the business goals and drivers for the project?
■ How many resources do I have, how much money?
■ Who edits or maintains the site now, and have they used a CMS
before?
■ Is there an easier solution?




                                                           9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ What is the launch date? What is driving that date?
■ What are the business goals and drivers for the project?
■ How many resources do I have, how much money?
■ Who edits or maintains the site now, and have they used a CMS
before?
■ Is there an easier solution?
■ Where are we hosting?




                                                           9
QUESTIONS TO GET ANSWERED
■ Before Project Begins
■ What is the launch date? What is driving that date?
■ What are the business goals and drivers for the project?
■ How many resources do I have, how much money?
■ Who edits or maintains the site now, and have they used a CMS
before?
■ Is there an easier solution?
■ Where are we hosting?
■ When will designs be final?




                                                           9
QUESTIONS TO GET ANSWERED




                            10
QUESTIONS TO GET ANSWERED
■ While Project is Running




                             10
QUESTIONS TO GET ANSWERED
■ While Project is Running
■ What are my teams blockers, and how are they affecting the
schedule?




                                                           10
QUESTIONS TO GET ANSWERED
■ While Project is Running
■ What are my teams blockers, and how are they affecting the
schedule?
■ Where can I get a list of all the current site URLs?




                                                           10
QUESTIONS TO GET ANSWERED
■ While Project is Running
■ What are my teams blockers, and how are they affecting the
schedule?
■ Where can I get a list of all the current site URLs?
■ Do we really need X number of plugins to do this piece of
functionality?




                                                           10
QUESTIONS TO GET ANSWERED
■ While Project is Running
■ What are my teams blockers, and how are they affecting the
schedule?
■ Where can I get a list of all the current site URLs?
■ Do we really need X number of plugins to do this piece of
functionality?
■ That plugin is still in (dev/alpha/beta), do we have time to fix




                                                              10
QUESTIONS TO GET ANSWERED




                            11
QUESTIONS TO GET ANSWERED
■ Launch Planning




                            11
QUESTIONS TO GET ANSWERED
■ Launch Planning
■   What is our rollback plan, has it been tested?




                                                     11
QUESTIONS TO GET ANSWERED
■ Launch Planning
■   What is our rollback plan, has it been tested?
■   What is our cutover plan? Who is responsible for each step?




                                                                  11
QUESTIONS TO GET ANSWERED
■ Launch Planning
■   What is our rollback plan, has it been tested?
■   What is our cutover plan? Who is responsible for each step?
■   How long is the TTL on the domain?




                                                                  11
QUESTIONS TO GET ANSWERED
■ Launch Planning
■   What is our rollback plan, has it been tested?
■   What is our cutover plan? Who is responsible for each step?
■   How long is the TTL on the domain?
■   What does our robots.txt file look like?




                                                                  11
QUESTIONS TO GET ANSWERED
■ Launch Planning
■   What is our rollback plan, has it been tested?
■   What is our cutover plan? Who is responsible for each step?
■   How long is the TTL on the domain?
■   What does our robots.txt file look like?
■   What is team member [1-N]'s contact information.




                                                                  11
QUESTIONS TO GET ANSWERED
■ Launch Planning
■   What is our rollback plan, has it been tested?
■   What is our cutover plan? Who is responsible for each step?
■   How long is the TTL on the domain?
■   What does our robots.txt file look like?
■   What is team member [1-N]'s contact information.
■   Who is making sure the beer stays cold?




                                                                  11
QUESTIONS TO GET ANSWERED




                            12
QUESTIONS TO GET ANSWERED
■ After Launch




                            12
QUESTIONS TO GET ANSWERED
■ After Launch
■   Did we meet our success criteria?




                                        12
QUESTIONS TO GET ANSWERED
■ After Launch
■   Did we meet our success criteria?
■   What could we have done better as a team?




                                                12
QUESTIONS TO GET ANSWERED
■ After Launch
■   Did we meet our success criteria?
■   What could we have done better as a team?
■   What could we have done better as an individual?




                                                       12
QUESTIONS TO GET ANSWERED
■ After Launch
■   Did we meet our success criteria?
■   What could we have done better as a team?
■   What could we have done better as an individual?
■   Who is tracking 404s or other errors?




                                                       12
QUESTIONS TO GET ANSWERED
■ After Launch
■   Did we meet our success criteria?
■   What could we have done better as a team?
■   What could we have done better as an individual?
■   Who is tracking 404s or other errors?
■   How do our metrics look?




                                                       12
QUESTIONS TO GET ANSWERED
■ After Launch
■   Did we meet our success criteria?
■   What could we have done better as a team?
■   What could we have done better as an individual?
■   Who is tracking 404s or other errors?
■   How do our metrics look?
■   Traffic, bandwidth, SEO, etc.




                                                       12
SUMMARY




          13
SUMMARY
■ Extra Resources




                    13
SUMMARY
■ Extra Resources
■ Common Project Management Tools




                               13
SUMMARY
■ Extra Resources
■ Common Project Management Tools
■ Set Some Standards




                               13
SUMMARY
■ Extra Resources
■ Common Project Management Tools
■ Set Some Standards
■ Techniques / Methodologies




                               13
ANY QUESTIONS?




                 14
ANY QUESTIONS?


               Matthew Dorman

                  @matthewdorman

      http://www.linkedin.com/in/matthewdorman




                  www.northps.com
                 © NorthPoint and NorthPoint Solutions LLC




                                                             14

Management Strategies for Successful WordPress Projects

  • 1.
    July 14, 2012 WordPressManagement Strategies - Matthew Dorman @matthewdorman 1
  • 2.
  • 3.
    INTRODUCTION ■ Matthew Dorman 2
  • 4.
    INTRODUCTION ■ Matthew Dorman ■Background in Development / Computer Science 2
  • 5.
    INTRODUCTION ■ Matthew Dorman ■Background in Development / Computer Science ■ Run the Open Source Practice at NorthPoint 2
  • 6.
    INTRODUCTION ■ Matthew Dorman ■Background in Development / Computer Science ■ Run the Open Source Practice at NorthPoint ■ Projects Managed (not all WordPress): 2
  • 7.
    INTRODUCTION ■ Matthew Dorman ■Background in Development / Computer Science ■ Run the Open Source Practice at NorthPoint ■ Projects Managed (not all WordPress): 2
  • 8.
  • 9.
  • 10.
    OUTLINE ■ Extra Resources ■Common Project Management Tools 3
  • 11.
    OUTLINE ■ Extra Resources ■Common Project Management Tools ■ Set Some Standards 3
  • 12.
    OUTLINE ■ Extra Resources ■Common Project Management Tools ■ Set Some Standards ■ Techniques / Methodologies 3
  • 13.
  • 14.
    EXTRA RESOURCES ■ MonthlyWordPress Meetups 4
  • 15.
    EXTRA RESOURCES ■ MonthlyWordPress Meetups ■ meetup.bostonwp.com 4
  • 16.
    EXTRA RESOURCES ■ MonthlyWordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc 4
  • 17.
    EXTRA RESOURCES ■ MonthlyWordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc ■ WordCamps (check that off the list) 4
  • 18.
    EXTRA RESOURCES ■ MonthlyWordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc ■ WordCamps (check that off the list) ■  WordPress.org 4
  • 19.
    EXTRA RESOURCES ■ MonthlyWordPress Meetups ■ meetup.bostonwp.com ■ www.meetup.com/wordpressnyc ■ WordCamps (check that off the list) ■  WordPress.org ■ http://wordpress.org/support 4
  • 20.
  • 21.
  • 22.
    PROJECT MANAGEMENT TOOLS ■Paid Systems ■ JIRA w/ Greenhopper (Atlassian) 5
  • 23.
    PROJECT MANAGEMENT TOOLS ■Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp 5
  • 24.
    PROJECT MANAGEMENT TOOLS ■Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker 5
  • 25.
    PROJECT MANAGEMENT TOOLS ■Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker ■ Open Source 5
  • 26.
    PROJECT MANAGEMENT TOOLS ■Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker ■ Open Source ■ Open Atrium 5
  • 27.
    PROJECT MANAGEMENT TOOLS ■Paid Systems ■ JIRA w/ Greenhopper (Atlassian) ■ BaseCamp ■ Pivotal Tracker ■ Open Source ■ Open Atrium ■ Redmine 5
  • 28.
  • 29.
    SET SOME STANDARDS ■Use Source / Version Control System 6
  • 30.
    SET SOME STANDARDS ■Use Source / Version Control System ■ Code Reviews / Local Environments 6
  • 31.
    SET SOME STANDARDS ■Use Source / Version Control System ■ Code Reviews / Local Environments ■ Performance Metrics 6
  • 32.
    SET SOME STANDARDS ■Use Source / Version Control System ■ Code Reviews / Local Environments ■ Performance Metrics ■ Leverage WordPress’ API Library 6
  • 33.
    SET SOME STANDARDS ■Use Source / Version Control System ■ Code Reviews / Local Environments ■ Performance Metrics ■ Leverage WordPress’ API Library ■ Reduce / Eliminate Custom SQL queries 6
  • 34.
    SET SOME STANDARDS ■Use Source / Version Control System ■ Code Reviews / Local Environments ■ Performance Metrics ■ Leverage WordPress’ API Library ■ Reduce / Eliminate Custom SQL queries ■ Plugin Review Process 6
  • 35.
  • 36.
  • 37.
    TECHNIQUES / METHODOLOGIES ■Agile SCRUM ■ Waterfall 7
  • 38.
    TECHNIQUES / METHODOLOGIES ■Agile SCRUM ■ Waterfall ■ Test Driven Development 7
  • 39.
    TECHNIQUES / METHODOLOGIES ■Agile SCRUM ■ Waterfall ■ Test Driven Development ■ Pair Programming 7
  • 40.
    QUESTIONS TO GETANSWERED 8
  • 41.
    QUESTIONS TO GETANSWERED ■ Before Project Begins 8
  • 42.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ While Project is Running 8
  • 43.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ While Project is Running ■ Launch Planning 8
  • 44.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ While Project is Running ■ Launch Planning ■ After Launch 8
  • 45.
    QUESTIONS TO GETANSWERED 9
  • 46.
    QUESTIONS TO GETANSWERED ■ Before Project Begins 9
  • 47.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? 9
  • 48.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? ■ What are the business goals and drivers for the project? 9
  • 49.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? ■ What are the business goals and drivers for the project? ■ How many resources do I have, how much money? 9
  • 50.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? ■ What are the business goals and drivers for the project? ■ How many resources do I have, how much money? ■ Who edits or maintains the site now, and have they used a CMS before? 9
  • 51.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? ■ What are the business goals and drivers for the project? ■ How many resources do I have, how much money? ■ Who edits or maintains the site now, and have they used a CMS before? ■ Is there an easier solution? 9
  • 52.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? ■ What are the business goals and drivers for the project? ■ How many resources do I have, how much money? ■ Who edits or maintains the site now, and have they used a CMS before? ■ Is there an easier solution? ■ Where are we hosting? 9
  • 53.
    QUESTIONS TO GETANSWERED ■ Before Project Begins ■ What is the launch date? What is driving that date? ■ What are the business goals and drivers for the project? ■ How many resources do I have, how much money? ■ Who edits or maintains the site now, and have they used a CMS before? ■ Is there an easier solution? ■ Where are we hosting? ■ When will designs be final? 9
  • 54.
    QUESTIONS TO GETANSWERED 10
  • 55.
    QUESTIONS TO GETANSWERED ■ While Project is Running 10
  • 56.
    QUESTIONS TO GETANSWERED ■ While Project is Running ■ What are my teams blockers, and how are they affecting the schedule? 10
  • 57.
    QUESTIONS TO GETANSWERED ■ While Project is Running ■ What are my teams blockers, and how are they affecting the schedule? ■ Where can I get a list of all the current site URLs? 10
  • 58.
    QUESTIONS TO GETANSWERED ■ While Project is Running ■ What are my teams blockers, and how are they affecting the schedule? ■ Where can I get a list of all the current site URLs? ■ Do we really need X number of plugins to do this piece of functionality? 10
  • 59.
    QUESTIONS TO GETANSWERED ■ While Project is Running ■ What are my teams blockers, and how are they affecting the schedule? ■ Where can I get a list of all the current site URLs? ■ Do we really need X number of plugins to do this piece of functionality? ■ That plugin is still in (dev/alpha/beta), do we have time to fix 10
  • 60.
    QUESTIONS TO GETANSWERED 11
  • 61.
    QUESTIONS TO GETANSWERED ■ Launch Planning 11
  • 62.
    QUESTIONS TO GETANSWERED ■ Launch Planning ■ What is our rollback plan, has it been tested? 11
  • 63.
    QUESTIONS TO GETANSWERED ■ Launch Planning ■ What is our rollback plan, has it been tested? ■ What is our cutover plan? Who is responsible for each step? 11
  • 64.
    QUESTIONS TO GETANSWERED ■ Launch Planning ■ What is our rollback plan, has it been tested? ■ What is our cutover plan? Who is responsible for each step? ■ How long is the TTL on the domain? 11
  • 65.
    QUESTIONS TO GETANSWERED ■ Launch Planning ■ What is our rollback plan, has it been tested? ■ What is our cutover plan? Who is responsible for each step? ■ How long is the TTL on the domain? ■ What does our robots.txt file look like? 11
  • 66.
    QUESTIONS TO GETANSWERED ■ Launch Planning ■ What is our rollback plan, has it been tested? ■ What is our cutover plan? Who is responsible for each step? ■ How long is the TTL on the domain? ■ What does our robots.txt file look like? ■ What is team member [1-N]'s contact information. 11
  • 67.
    QUESTIONS TO GETANSWERED ■ Launch Planning ■ What is our rollback plan, has it been tested? ■ What is our cutover plan? Who is responsible for each step? ■ How long is the TTL on the domain? ■ What does our robots.txt file look like? ■ What is team member [1-N]'s contact information. ■ Who is making sure the beer stays cold? 11
  • 68.
    QUESTIONS TO GETANSWERED 12
  • 69.
    QUESTIONS TO GETANSWERED ■ After Launch 12
  • 70.
    QUESTIONS TO GETANSWERED ■ After Launch ■ Did we meet our success criteria? 12
  • 71.
    QUESTIONS TO GETANSWERED ■ After Launch ■ Did we meet our success criteria? ■ What could we have done better as a team? 12
  • 72.
    QUESTIONS TO GETANSWERED ■ After Launch ■ Did we meet our success criteria? ■ What could we have done better as a team? ■ What could we have done better as an individual? 12
  • 73.
    QUESTIONS TO GETANSWERED ■ After Launch ■ Did we meet our success criteria? ■ What could we have done better as a team? ■ What could we have done better as an individual? ■ Who is tracking 404s or other errors? 12
  • 74.
    QUESTIONS TO GETANSWERED ■ After Launch ■ Did we meet our success criteria? ■ What could we have done better as a team? ■ What could we have done better as an individual? ■ Who is tracking 404s or other errors? ■ How do our metrics look? 12
  • 75.
    QUESTIONS TO GETANSWERED ■ After Launch ■ Did we meet our success criteria? ■ What could we have done better as a team? ■ What could we have done better as an individual? ■ Who is tracking 404s or other errors? ■ How do our metrics look? ■ Traffic, bandwidth, SEO, etc. 12
  • 76.
  • 77.
  • 78.
    SUMMARY ■ Extra Resources ■Common Project Management Tools 13
  • 79.
    SUMMARY ■ Extra Resources ■Common Project Management Tools ■ Set Some Standards 13
  • 80.
    SUMMARY ■ Extra Resources ■Common Project Management Tools ■ Set Some Standards ■ Techniques / Methodologies 13
  • 81.
  • 82.
    ANY QUESTIONS? Matthew Dorman @matthewdorman http://www.linkedin.com/in/matthewdorman www.northps.com © NorthPoint and NorthPoint Solutions LLC 14