Agile Sourcing for
Open Source Web
Development
Zach Chandler
Wait, who are you exactly?
Stanford University
● Technology Strategist (2015 - )
● Web Strategist SWS (3 years)
● Drupal community member
(8 years)
Ambergris Consulting
● Principal (2012 - )
Your RFP is killing your project
RFP is a blunt instrument
Expository Sketch is the new
RFP
Guideposts from Design
Thinking
image source: Stanford d.school (http://dschool.stanford.edu/)
Clients: empathize with vendors
HMW:
How might we improve the
experience of outsourcing web
development?
HMW:
How might we make the process
of outsourcing web development
more human centered?
Changing the tenor:
moving away from the
adversarial, toward collaboration
Guideposts from Agile
The Agile Manifesto
Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
The Agile Manifesto
Individuals and interactions over processes and tools
Working software over comprehensive documentation
Customer collaboration over contract negotiation
Responding to change over following a plan
The toolkit
1.Pre-discovery
2. Vendor shortlist
2. Vendor partner invitations
3. Expository Sketch
4. Presentations
5. Consolidated Q&A
6. Follow up conversations
6. Selection scorecard workshop
(7. Tiebreaker questions)
8. Announcements, rationale
9. Selection process summary
(internal document)
10. Statement of Work
Agile Sourcing for Open Source Web Development

Agile Sourcing for Open Source Web Development