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  <head>
    <title>Drupal Project Check List</title>
    <dateModified>Thu, 26 Dec 2013 23:34:12 +0000</dateModified>
    <ownerName>jwalling</ownerName>
  </head>
  <body>
    <outline text="Expand this topic for update filters / With focus on this line, type CF to Clear Filter" priority="1">
      <outline text="Click update filter:" tags="2013-Q4"/>
      <outline text="Click update filter:" tags="2013-Q3"/>
      <outline text="Click update filter:" tags="2013-Q2"/>
      <outline text="Click update filter:" tags="2013-Q1"/>
    </outline>
    <outline text="INTRODUCTION">
      <outline text="This outline is a high level Drupal project check list with External Resources useful for small to medium sized projects"/>
      <outline text="This URL: http://checkvist.com/checklists/61331"/>
      <outline text="Posted by @JohnWalling">
        <outline text="Twitter @johnwalling"/>
        <outline text="http://groups.drupal.org/user/3040  (jdwalling)"/>
        <outline text="Irc://freenode/drupal-seattle  (jwalling)"/>
        <outline text="Last backup" due="2013-12-26" due_user_ids="17099"/>
      </outline>
      <outline text="HELP Reference: Type ? or goto http://checkvist.com/auth/help"/>
      <outline text="To modify this check list, export it or copy it to your account."/>
      <outline text="Check list sequence:">
        <outline text="Requirements &gt; Analysis &gt; Specifications &gt; Construction &gt; Testing &gt; Production (with training) &gt; Maintenance"/>
        <outline text="Items can be rearranged and expanded into a Work Breakdown Structure (WBS)"/>
        <outline text="Note: although the list is sequenced, the processes are usually non-linear and iterative, especially for Agile projects"/>
      </outline>
    </outline>
    <outline text="PROJECT CHECK LIST">
      <outline text="Business case made in client organization for new website">
        <outline text="__ Reviews Mission Statement"/>
        <outline text="__ Updates Business Analysis and SWOT analysis (see External Resources)"/>
        <outline text="__ Updates organizational strategy for website"/>
        <outline text="__ Identifies stake-holders and project liaison"/>
        <outline text="__ Records website objectives to support strategic goals"/>
        <outline text="__ Approximates website budget and time line"/>
        <outline text="__ Prepares Project Charter to scope project and get authorization to proceed"/>
      </outline>
      <outline text="Client requirements provided in deliverable documents">
        <outline text="__ Existing web site"/>
        <outline text="__ Example web sites"/>
        <outline text="__ Inventory and audit content (see external resources)"/>
        <outline text="__ Mockup of page layouts"/>
        <outline text="__ Mockup of site navigation with sitemap"/>
        <outline text="__ Content requirements with examples"/>
        <outline text="__ Functional requirements with examples"/>
        <outline text="__ Design requirements (look and feel, layout, graphics, User Interface/User eXperience)"/>
        <outline text="__ System requirements (hardware, software, interfaces, protocols, etc.)"/>
        <outline text="__ Request for proposal (RFP)"/>
        <outline text="__ Contract or Letter of agreement (LOA)"/>
      </outline>
      <outline text="Project management plans and resources for development">
        <outline text="__ Identify top level stakeholders" tags="2013-Q3">
          <outline text="__ Product Owner(s): Features and Scope"/>
          <outline text="__ Project Manager: Budget"/>
          <outline text="__ Technical Team Leader(s): Time"/>
        </outline>
        <outline text="__ Assign project team and client liaison"/>
        <outline text="__ Select project management and development tools (DrupaKata, Dojo, version control, etc.)"/>
        <outline text="__ Select project method (Scrum, Agile, Hybrid SDLC, ad hoc, etc.)"/>
        <outline text="__ Schedule regular meetings with agendas and action items"/>
        <outline text="__ Create statement of work - who does what"/>
        <outline text="__ Develop project workflow and project documentation (DrupalKata)"/>
        <outline text="__ Perform and record risk analysis (monitor risk thru all stages)"/>
        <outline text="__ Prepare Software Quality Plan (SQP)"/>
      </outline>
      <outline text="Requirements analysis and documention for proposal and construction specifications">
        <outline text="__ Create project scope">
          <outline text="__ Define Minimum Viable Project (MVP) Phase 1 - Drupal Out of the Box"/>
        </outline>
        <outline text="__ Create Information Architecture (IA) from functional and design specs (module selection for functional requirements as applied to wireframe)"/>
        <outline text="__ Create matrix of modules and functions for IA specs"/>
        <outline text="__ Create matrix of content requirements and content types for IA specs"/>
        <outline text="__ Create matrix of content types and content fields for IA specs"/>
        <outline text="__ Create vocabularies and terms for IA specs"/>
        <outline text="__ Create matix of user roles and permissions for IA specs"/>
        <outline text="__ Create matrix of sitemap  and content types for IA specs"/>
        <outline text="__ Create URL path structures for primary and secondary links for navigation/IA specs"/>
        <outline text="__ Create navigation specs (using URL paths, menus, vocabularies, views, node reference) for IA specs"/>
        <outline text="__ Create wireframes of most important pages for IA specs"/>
        <outline text="__ Create functional specs from requirements"/>
        <outline text="__ Create design specs from requirements (look and feel, layout, graphics, theme selection, UI/UX)"/>
        <outline text="__ Create system specs (Identify website platforms and software for development and deployment)"/>
        <outline text="__ Create content migration instructions (who and how)"/>
        <outline text="__ Create deployment instructions for construction, testing, and production"/>
        <outline text="__ Create roadmap for delivering all phases (if multi-phase)"/>
        <outline text="__ Create performance and capacity specs"/>
        <outline text="__ Create security specifications for configuring website and server"/>
        <outline text="__ Create site actions/process workflow specs for performing related user functions"/>
        <outline text="__ Create Design Guide to coordinate design elements"/>
        <outline text="__ Create Project Estimate of time and cost from requirements analysis"/>
        <outline text="__ Create Proposal (Draft for feedback &amp; Final) include updated acceptance plan &amp; roadmap"/>
        <outline text="__ Create Contract or Letter of agreement"/>
        <outline text="__ Create client acceptance plan (update after requirements analysis is complete)"/>
      </outline>
      <outline text="Construction">
        <outline text="__ Acquire platform(s) needed for development"/>
        <outline text="__ Install/configure support software on platform(s) - e.g. MySQL, PHP, Apache, memory, cache, etc."/>
        <outline text="__ Install/configure Drupal on platform(s) - core, modules, theme(s), htaccess, files, Cache, performance"/>
        <outline text="__ Integrate applications with version control system"/>
        <outline text="__ Configure modules and features per IA specs"/>
        <outline text="__ Configure content types and content fields per IA specs"/>
        <outline text="__ Configure views, blocks, panels, &amp; groups per IA specs"/>
        <outline text="__ Configure vocabularies and terms per IA specs"/>
        <outline text="__ Configure user roles and permissions per IA specs"/>
        <outline text="__ Configure navigation for primary and secondary links, using sitemap, content types and URL paths per IA specs"/>
        <outline text="__ Configure page layouts from wireframes, content types, sitemap, &amp; navigation specs"/>
        <outline text="__ Layout theme with graphics per design specs and page layouts"/>
        <outline text="__ Configure modules per site actions/process workflow/IA specs"/>
        <outline text="__ Migrate content for testing (client may be responsible for bulk content migration)"/>
        <outline text="__ Install security specifications"/>
      </outline>
      <outline text="Integration and testing">
        <outline text="__ Acquire platform(s) used for integration and testing"/>
        <outline text="__ Integrate applications with version control system"/>
        <outline text="__ Integrate services (cron, SEO, maps, payments, mailings, Mollom, search, social network)"/>
        <outline text="__ Verify functional requirements are met"/>
        <outline text="__ Verify design requirements are met (UI/UX: User interface/User experience)"/>
        <outline text="__ Verify Software Quality Plan is met"/>
        <outline text="__ Verify services work as expected"/>
        <outline text="__ Verify admin functions work as expected"/>
        <outline text="__ Verify security measures provide protection"/>
      </outline>
      <outline text="Production">
        <outline text="__ Acquire platform(s) needed for production"/>
        <outline text="__ Integrate applications with version control system"/>
        <outline text="__ Verify client domain name is registered and working"/>
        <outline text="__ Deploy new website and backup old website / plan fallback if needed"/>
        <outline text="__ Install release candidate for capacity testing, performance tuning, solicit feedback"/>
        <outline text="__ Install general release, announce to the public, and push SEO for traffic"/>
      </outline>
      <outline text="Client training and user documentation (before general release)">
        <outline text="__ Create Drupal roles: admin, editors, contributors, members, etc."/>
        <outline text="__ Document tasks for roles and functions"/>
        <outline text="__ Document security procedures for passwords, etc."/>
        <outline text="__ Document content workflow for performing related tasks"/>
        <outline text="__ Document user issues tracking"/>
        <outline text="__ Document membership functions"/>
        <outline text="__ Document quality assurance (GIGO: garbage in, garbage out)"/>
        <outline text="__ Document functions specific to the organization"/>
      </outline>
      <outline text="Maintenance procedures performed by client or contractor (before general release)">
        <outline text="__ Assign Admin roles"/>
        <outline text="__ Document update and upgrade procedures"/>
        <outline text="__ Document procedures to track maintenance issues"/>
        <outline text="__ Document procedures to monitor for security breaches"/>
        <outline text="__ Document procedures to monitor services and feeds for problems"/>
        <outline text="__ Document how to monitor for spam and take corrective actions"/>
        <outline text="__ Document backup and recovery procedures"/>
      </outline>
      <outline text="Client acceptance">
        <outline text="__ Get sign offs for final specs (draft proposal to final proposal)"/>
        <outline text="__ Get stage sign offs (is project on track?)"/>
        <outline text="__ Get phase sign offs (for muli-phase projects, is phase done?)"/>
        <outline text="__ Get final sign off (is project done?)"/>
      </outline>
    </outline>
    <outline text="EXTERNAL RESOURCES">
      <outline text="Client resources">
        <outline text="http://en.wikipedia.org/wiki/Business_analysis  Business Analysis"/>
        <outline text="http://en.wikipedia.org/wiki/Content_inventory  Content Inventory"/>
        <outline text="http://en.wikipedia.org/wiki/SWOT_analysis  SWOT: Strengths, Weaknesses, Opportunities, Threats"/>
        <outline text="http://en.wikipedia.org/wiki/Use_case  Use case (formal)"/>
        <outline text="http://en.wikipedia.org/wiki/User_story  User story (informal)"/>
        <outline text="http://drupal.org/node/122018  Drupal glossary"/>
        <outline text="http://drupal.org/drupal-services  Drupal services"/>
        <outline text="http://www.chapterthree.com/blog/nica-lorber/how-create-winning-website &#13;&#10;How to Create a Winning Website" tags="2013-Q4"/>
        <outline text="http://www.cmswebsiteservices.com/drupal-rfp-questionnaire  Drupal RFP Questionnaire"/>
        <outline text="http://www.drupalradar.com/what-do-drupal-shops-charge  Survey of 9 drupal shops comparing rates"/>
        <outline text="http://www.drupalsn.com/companies  Drupal Companies &amp; Freelancers"/>
        <outline text="http://www.freeformsolutions.ca/en/we-dont-hate-rfps  RFP alternative"/>
        <outline text="http://www.growingventuresolutions.com/blog/inventory-and-audit-content-views  Inventory and audit content with views"/>
        <outline text="http://www.heraprocess.org/hiring_contractor  Hiring contractor"/>
        <outline text="http://www.heraprocess.org/manage_contractor  Managing contractor"/>
        <outline text="http://www.listology.com/jwalling/list/drupal-beginner-resources  Drupal Beginner Resources"/>
        <outline text="http://www.listology.com/jwalling/list/drupal-showcases-and-portfolios  Drupal portfolios"/>
        <outline text="http://www.listology.com/jwalling/list/drupal-web-sites-case-studies  Drupal web sites with case studies"/>
        <outline text="http://www.metaltoad.com/blog/top-5-skills-practices-you-need-be-good-project-manager  5 PM skills"/>
        <outline text="http://www.mydrupal.com/drupal-services  directory of Drupal developers"/>
        <outline text="http://www.nten.org/blog/2007/11/19/how-to-find-and-hire-a-website-consultant  Hiring a consultant"/>
        <outline text="http://www.palantir.net/blog/modest-proposals-scoping-third-party-integrations  Scoping Third-Party Integrations" tags="2013-Q4"/>
        <outline text="http://thinkshout.com/blog/2012/12/gabe/7-steps-pain-free-process-improvement-growing-nonprofits  Process improvement"/>
      </outline>
      <outline text="General project management resources">
        <outline text="http://en.wikipedia.org/wiki/Agile_management  Agile management"/>
        <outline text="http://en.wikipedia.org/wiki/Functional_requirements  Functional requirements"/>
        <outline text="http://en.wikipedia.org/wiki/Glossary_of_project_management  PM glossary"/>
        <outline text="http://en.wikipedia.org/wiki/List_of_project_management_topics  PM topics"/>
        <outline text="http://en.wikipedia.org/wiki/Requirements_analysis  Requirements analysis"/>
        <outline text="http://en.wikipedia.org/wiki/Scrum_(development)  Scrum development (Agile)"/>
        <outline text="http://en.wikipedia.org/wiki/Systems_Development_Life_Cycle  SDLC (typically Waterfall)"/>
        <outline text="http://en.wikipedia.org/wiki/Waterfall_model  Waterfall model"/>
        <outline text="http://en.wikipedia.org/wiki/Work_Breakdown_Structure  Work Breakdown Structure, WBS"/>
        <outline text="http://www.agilecookbook.com/  Agile cookbook"/>
        <outline text="http://www.bluesparklabs.com/blog/drupalcon-london-drupal-estimation-techniques-bof  Estimation Techniques BoF"/>
        <outline text="http://www.crisp.se/scrum/checklist  Scrum Checklist"/>
        <outline text="http://www.databasesoup.com/2013/03/20-rules-of-software-consulting.html  Rules of Software Consulting" tags="2013-Q1"/>
        <outline text="http://www.heraprocess.org/  simple 'ready to go' open process framework for web team management"/>
        <outline text="http://www.metaltoad.com/blog/pnw-drupal-summit-session-checklists-effective-project-management  Checklists for Effective Project Management"/>
        <outline text="http://www.metaltoad.com/blog/project-manager-bill-rights  Project Manager Bill of Rights" tags="2013-Q3"/>
        <outline text="http://www.planningpoker.com/  Estimating time and cost for completing projects"/>
        <outline text="http://www.projectreference.com/  PM references"/>
      </outline>
      <outline text="Website architecture and design resources">
        <outline text="http://en.wikipedia.org/wiki/Agile_software_development  Agile development"/>
        <outline text="http://en.wikipedia.org/wiki/Information_architecture  Information Architecture, IA"/>
        <outline text="http://en.wikipedia.org/wiki/Interaction_design  Interaction design, IxD"/>
        <outline text="http://en.wikipedia.org/wiki/User_experience_design  User eXperience Design, UXD"/>
        <outline text="http://en.wikipedia.org/wiki/Website_wireframe  Website Wireframe (used in IA)"/>
        <outline text="http://iainstitute.org/  Institute of Information Architecture"/>
        <outline text="http://placekitten.com/  kittens as picture place holders"/>
        <outline text="http://www.artisteer.com/?p=drupal_themes  Artisteer"/>
        <outline text="http://www.lullabot.com/blog/drupalcon-information-architecture-architecture  +++">
          <outline text="http://civicactions.com/blog/slides_from_information_architecture_to_drupal_architecture"/>
        </outline>
        <outline text="http://civicactions.com/topic/information_architecture +++"/>
        <outline text="https://gomockingbird.com/  Wireframes on the fly"/>
        <outline text="http://www.usabilityfirst.com/usability-methods/  Usability methods"/>
      </outline>
      <outline text="Drupal project management &amp; development resources">
        <outline text="DrupalCon Portland 2013 http://www.youtube.com/playlist?list=PLpeDXSh4nHjRlZKs7cj2L_kLI5osP5ERc">
          <outline text="Behavioral Driven Development http://www.youtube.com/watch?v=b_35hrRSVog" tags="2013-Q3"/>
        </outline>
        <outline text="http://civicactions.com/estimating-worksheet  Estimating worksheet"/>
        <outline text="http://davehall.com.au/blog/dave/2013/07/15/automated-security-reviews-drupal-sites  Automated Security Reviews of Drupal Sites" tags="2013-Q3"/>
        <outline text="http://drupal.org/documentation/build  Site Building"/>
        <outline text="http://drupal.org/documentation/install  Installation Guide"/>
        <outline text="http://drupal.org/node/59680  phpinfo()"/>
        <outline text="http://drupal.org/node/302232  Acronyms and expressions used on Drupal.org"/>
        <outline text="http://drupal.org/node/413910  Wellstone Action: A Drupal Process Case Study"/>
        <outline text="http://drupal.org/requirements  System requirements for Drupal"/>
        <outline text="http://drupalpcicompliance.org/  Drupal PCI Compliance White Paper" tags="2013-Q3"/>
        <outline text="http://dev.nodeone.se/en/drupalizing-a-web-project  Drupalizing a web project"/>
        <outline text="http://groups.drupal.org/node/203933  Wireframes for Content Staging System"/>
        <outline text="http://palantir.net/blog/developing-drupal-sites-plan-or-perish  Build Spec template" tags="2013-Q3"/>
        <outline text="https://portland2013.drupal.org/node/1483 Train-wrecks and Ugly-Baby Meetings" tags="2013-Q3"/>
        <outline text="https://portland2013.drupal.org/session/science-guessing-drupal-estimation-techniques-project-managers" tags="2013-Q3"/>
        <outline text="http://www.atendesigngroup.com/blog/creating-blueprints-drupal-content  Creating Blueprints for Drupal Content"/>
        <outline text="http://www.digett.com/blog/07/09/2013/testing-checklist-drupal-website  Testing checklist for a Drupal website" tags="2013-Q3"/>
        <outline text="http://www.dogstar.org/drupal/agile-timebox  An Examiner.com Agile Timebox"/>
        <outline text="http://www.dominiquedecooman.com/blog/drupal-enterprise-quality-experience"/>
        <outline text=" http://www.dominiquedecooman.com/blog/drupal-7-tip-how-automate-and-control-your-go-live-checklist"/>
        <outline text="http://www.drupalcreations.com/drupal-project-management  PM tips"/>
        <outline text="http://www.drupalcreations.com/blog/drupal-specifications  Drupal specifications"/>
        <outline text="http://www.erpal.info/  ERPAL project management" tags="2013-Q3"/>
        <outline text="http://www.freeformsolutions.ca/en/fragile  Fragile: an agile project management tool">
          <outline text="http://www.freeformsolutions.ca/en/agile-project-planning-chapters-and-stories"/>
          <outline text="http://www.freeformsolutions.ca/en/features-fragile-project-management-tool"/>
        </outline>
        <outline text="http://www.freelock.com/blog/john-locke/2013-05/planning-successful-projects-user-story" tags="2013-Q2"/>
        <outline text="http://www.freelock.com/blog/john-locke/2013-08/managing-change-and-risk-drupal-hosting" tags="2013-Q3"/>
        <outline text="http://www.freelock.com/blog/timon/2013-08/note-people-planning-development-projects" tags="2013-Q3"/>
        <outline text="http://www.lullabot.com/articles/art-estimation  The Art of Estimation">
          <outline text="http://www.lullabot.com/articles/art-estimation#comment-8722  Spreadsheet in Numbers, Open Office and Excel formats"/>
        </outline>
        <outline text="http://www.lullabot.com/articles/mistakes-agencies-make-story-three-acts  Mistakes Agencies Make: A Story in Three Acts"/>
        <outline text="http://www.lullabot.com/podcasts/drupal-voices-191-seth-brown-on-project-management-tips-and-qualifying-clients  Project Management Tips Podcast"/>
        <outline text="http://www.lullabot.com/articles/mistakes-agencies-make-story-three-acts"/>
        <outline text="http://www.mediacurrent.com/blog/help-ensure-your-website-project-success" tags="2013-Q1"/>
        <outline text="http://www.metaltoad.com/blog/mastering-metal-toad-project-life-cycle  Project Life Cycle"/>
        <outline text="http://www.mrconnerton.com/feature-driven-development  Feature Driven Development"/>
        <outline text="http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-decline-static-mockup-rise-browser-wireframes  Prototyping -  part 1 o 6" tags="2013-Q3">
          <outline text="http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-decline-static-mockup-rise-browser-definitions  Definitions"/>
          <outline text="http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-positive-impacts  Positive impacts"/>
          <outline text="http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-pain-points Pain points"/>
          <outline text="http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-prototype-process The prototype is the process"/>
          <outline text="http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-what-lies-ahead  What lies ahead"/>
        </outline>
        <outline text="http://www.planningdrupalsites.com/  Drupal Websites: A Planner's Guide (becoming a book summer 2011)"/>
        <outline text="http://www.pingv.com/blog/project-of-10000-outcomes-part-one-estimating-fixed-bid-projects  Estimating Fixed Bid Projects" tags="2013-Q3"/>
        <outline text="http://www.raincitystudios.com/blogs-and-pods/francis-pilon/estimating-worksheet   Recommendation Estimate"/>
      </outline>
    </outline>
    <outline text="COMMENTS">
      <outline text="This is an example comment" due="ASAP" due_user_ids="17099"/>
      <outline text="Checklist improvements http://checkvist.tumblr.com/post/52046559221/smart-paste-and-profile-fixes"/>
      <outline text="Markdown enabled in user settings http://daringfireball.net/projects/markdown/basics"/>
    </outline>
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