The document provides an overview of setting up a WordPress development workflow. It discusses using local development environments, text editors, the command line, WPCLI, Git, staging sites, and recovery strategies. The key aspects of a workflow mentioned are making edits locally, using version control to push changes to a staging site, and having backups to recover from errors before changes go live. Local development allows for faster and more flexible work, while a staging site and recovery plans prevent mistakes from affecting live sites. Overall, the document encourages beginning with one new tool, mastering it, and then incrementally improving your workflow.

1. GO WITH THE
FLOW
BEGINNERS GUIDE TO A
WORDPRESS WORKFLOW

2. ● Ann — @redrambles
● Mom of four
● Self-Taught developer
● Teaches Beginners
● Life-long learner
● Strong belief in mentoring
● Also a fan of craft beer (hint,
hint)

3. HOW I GOT STARTED

4. LOOK WHAT I FOUND

6. LOCAL

7. WHAT IS A WORKFLOW?
A process by which you make edits to a live site.

8. TODAY’S WORKFLOW LIST
✓ Local Development Environment
✓ Solid Text Editor
✓ Command Line
✓ WPCLI
✓ Git / GitHub
✓ Staging Site
✓ Recovery strategy

9. WHY USE A WORKFLOW?
● Makes you more efficient
● Fewer errors slip into production
● Increases your confidence as a developer

10. LOCAL

11. A server environment on your
own computer.
LOCAL DEVELOPMENT
WHAT IS IT?

12. LOCAL DEVELOPMENT
● Just you and your computer
● Much faster - direct access to your files
● You can work offline
● Don’t have to pay for hosting
● Allows for a much wider range of tools
● Grows your confidence as a developer
WHY USE IT?
e

13. ● MAMP / XAMPP / WAMP
● Local by FlyWheel
● Desktop Server
Beginner friendly options
LOCAL DEVELOPMENT
Advanced options
● VVV / Vagrant
● Lando
● Docker

14. LOCAL

15. WHAT IS IT?
TEXT EDITORS OR IDES
A computer program used to edit code.

16. What to look for
TEXT EDITORS OR IDES
✓ Cross Platform
✓ Rich Plugin / Package Environment
✓ Speed / Light weight
✓ Customizable
✓ Git integration *
✓ Terminal integration * Does not replace the Command Line

17. Some great options:
TEXT EDITORS OR IDES

18. TEXT EDITORS OR IDES
● Make a choice and stick to it (minimum 3 months)
● Read up on Tips / Tricks / Best Practices
● Search for your text editor and your preferred
language(s) for even MOAR tips!
Recommendations:

19. LOCAL

20. ● It’s the most flexible and powerful way to interact with your computer
● Manipulate Files / Directories (list | copy | mv |delete | create)
● Download files (curl)
● SSH
● Search
● Show hidden files
● See what’s running on your computer and how much CPU is consumed
WHY BOTHER?
THE TERMINAL

21. ● Able to install software as a superuser (sudo)
● Quickly run scripts (PHP, Node, Ruby, Python)
● There are some things that you can only DO in the Terminal
OK THAT’S NICE, BUT REALLY WHY BOTHER?
THE TERMINAL

22. THE TERMINAL
xkcd.com

23. ● Have your computer speak out loud (Mac only)
● It can even sing! Sort of.
FUN THINGS TO DO
THE TERMINAL
say -v "Good News" "Thank Goodness for coffee"
● Play games (Snake, Tetris, Solitaire)

24. LOCAL

25. WHAT IS IT?
WPCLI
Command line tool for interacting with and managing your WordPress sites.

26. ● Check which plugins are active
● Update WP Core / Themes / Plugins
● Export your database
● Run a search replace (includes serialized data!)
● Create a new user / update a password
● Delete all comment spam
● Create a child theme
What can you use it for?
WPCLI
TIPS / TRICKS:
Aliases are your friends!
Use the --prompt flag
Use the help command
Combine commands
Read the documentation!

27. wp core check-update && wp plugin list --update=available && wp theme
list --update=available
WPCLI
wp db export --add-drop-table --exclude_tables=wp_users,wp_usermeta
backup_$(date +%F).sql
wp db query 'SELECT * FROM wp_options WHERE option_name="home"'
Backup database with timestamp
Check on all the things
Before running search replace

28. LOCAL

29. WHAT IS IT?
GIT
Distributed version control system
● Keeps track of your code history
● Takes multiple ‘snapshots’ of your
project
● Very light and fast

30. ● You can save snapshots of your project at any point in time
● You can isolate changes by using branches
● Makes it easy to collaborate with several developers
● Can be used to deploy instead of FTP
● Can be used to reveal a massive amount of info about your
project
HOW IS IT USEFUL?
GIT

31. ● Git is NOT GitHub
● Use a .gitignore file
● Git workflow
● Stick to the command line
CONSIDERATIONS
GIT

32. LOCAL

33. WHAT IS IT?
STAGING SITE
A clone of your live website that lives on the same server
The bridge between your development and your production site
Live
Staging
Local
(Start Here)

34. ● Can test in the same environment as your production site
● A space to get feedback
● Another full backup
● Can be password protected
HOW IS IT USEFUL?
STAGING SITE

35. LOCAL

36. ● Make FULL backups regularly
● Automate this process.
● Test it!
WHAT IF SOMETHING STILL GOES WRONG?
RECOVERY STRATEGY

37. ● Managed Hosting
● Plugins
● Have a backup off-server
● Local Dev Environment (TimeMachine)
Recommendations:
RECOVERY STRATEGY

38. Managed
A WORD ABOUT HOSTING
● Staging site
● Git Deploy
● Dependable Recovery Strategy
Unmanaged
● DIY Staging Site (Subdomain)
● SSH ? Git Deploy : Nope
● DIY Recovery Strategy

39. LOCAL
YAASS

40. WHAT WE DIDN’T TALK ABOUT
● Task Runners (Gulp / Grunt)
● Dependency Management (Composer)
● Unit Tests
● Preprocessors (Sass)
● CD / CI

41. MAIN TAKEAWAY ?

42. ● Pick ONE thing
● Research it
● Fold it into your workflow
● Become comfortable
● Rinse and Repeat
● Win at Life
WORKFLOWS ARE INCREMENTAL!

43. Q&A BREAK
Thank You. Questions?
@redrambles