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Managing Projects the Drupal Way

Managing Projects the Drupal Way

You're organised, you love spreadsheets, you're a great cheerleader, you handle a backlog with superhero skills, and now you're faced with managing a Drupal project and everything just feels foreign. It's not you, it's Drupal. The mix of site building, front end development, backend development, and over 20,000 contributed modules makes project management for Drupal exceptionally frustrating for people who've not worked with Drupal before.

This session will cover:

the basic Drupal development workflow (from a developer's perspective, but without using developer jargon)
writing useful tickets which developers can accomplish
estimation tips for multi-discipline tickets (design / back end / front end)
ideal team structures -- and what to do if you can't get them
Bring your questions, and bring your experience -- plenty of time will be left for discussion at the end of the session.

Emma Jane Hogbin Westby

February 28, 2015
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  1. Managing a Project
    The Drupal Way
    @emmajanehw
    drupal.org/user/1773

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  2. Avoiding project managers is iterative.

    It’s something we developers get
    better at every time.
    Adam Culp
    @adamculp

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  3. Workflow
    Infra-

    structure

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  4. Workflow
    Prototype
    Infra-

    structure

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  5. Workflow
    Prototype
    Component
    Design
    Infra-

    structure

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  6. Workflow
    Prototype
    Component
    Design
    Component
    Build
    Infra-

    structure

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  7. Workflow
    Prototype
    Component
    Design
    Component
    Build
    Custom
    Development
    Infra-

    structure

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  8. Workflow
    Prototype
    Component
    Design
    Component
    Build
    Custom
    Development
    Content
    Migration
    Infra-

    structure

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  9. Workflow
    Prototype
    Component
    Design
    Component
    Build
    Custom
    Development
    Content
    Migration
    Front End
    Design
    Infra-

    structure

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  10. Workflow
    Prototype
    Component
    Design
    Component
    Build
    Custom
    Development
    Content
    Migration
    Front End
    Design
    Deployment
    Infra-

    structure

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  11. Features
    Content

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  12. Features
    Component
    Content

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  13. Features
    Functionality
    Component
    Content

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  14. Layout
    Features
    Functionality
    Component
    Content

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  15. Content: nouns
    • Data model
    • Entities (types of content) built from Fields
    • Migration of content into the system

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  16. Component: adjectives
    • Extending the content type
    • Filtered lists -> views
    • Display formatters

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  17. Functionality: verbs
    • Contributed modules
    • Custom modules

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  18. Layout
    • Components into Layouts
    • Display

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  19. Layout
    Features

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  20. Layout
    Features
    Functionality

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  21. Layout
    Features
    Functionality
    Component

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  22. Layout
    Features
    Functionality
    Component
    Content

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  23. Teams are immutable. 

    Every time someone leaves, 

    or joins, you have a new team, 

    not a changed team.
    Richard Dalton
    @richardadalton

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  24. Job Titles
    • UX
    • Designer
    • Content strategist
    • Site Builder
    • Backend Developer
    • Front end Developer
    • Content Manager
    • Quality Assurance
    Testing
    • Project Manager

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  25. Team Skills
    • Peer review
    • Knowledge sharing
    • Collaborative
    research (LMGTFY)
    • Brainstorming
    • Rubber ducking
    • Morale boosting
    • Accountability

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  26. Nothing is less productive
    than to make more efficient
    what should not be done at all.
    Peter Drucker

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  27. Writing Useful Tickets
    • Standardised your format. The 3Cs from Agile
    work well. Except when they don’t.
    • Groom the backlog frequently. No matter what
    tickets you write, you will miss some things, and
    duplicate others.
    • Push conversations into tickets. Diagrams,
    testing notes, conclusions from discussions.

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  28. Card: 

    Define testable outcomes.
    • As a ___ I want to ___ so that I ___.
    • For example: As a user, I want to filter the
    search results so that I can more easily find
    people with the verified role assignment.

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  29. Conversation:

    Provide context
    • As a project manager, or analyst, be descriptive;
    not prescriptive.
    • Provide annotated screen shots; and screen casts
    of the problem.
    • Allow for alternate interpretations of the
    conversation so long as it accomplishes the user
    story.
    • Track everything. Get the conversation out of email.

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  30. Confirmation:
    Provide testing notes.
    • Give the step-by-step testing instructions in
    support of the user story.
    • Require testing notes and screen shots from the
    developers.

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  31. Estimation
    • Developers know best. But multiply it by 2 (and by
    2 again) regardless.
    • On-boarding takes a week longer than you think it
    should.
    • Half way through your project; local environments
    will mysteriously break (automated upgrades).
    • The “last mile” takes three weeks longer than it
    should because of regressions and Features.

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  32. You can get a great deal done from
    almost any position in an organisation
    if you focus on small wins and don’t
    mind others getting the credit.
    Roger Saillant

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  33. Moods are infectious.

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  34. Tracking a trend
    requires empirical data.

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  35. Language matters.

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  36. Closure is important.

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  37. Sort for yourself;
    format for others.

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  38. Adrenaline is finite.

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  39. Minor choice makes a
    major difference.

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  40. Acknowledgement
    kindles effort.

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  41. Moderate what you
    change; including your
    moderation.

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  42. Managing a Project
    The Drupal Way
    @emmajanehw

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