Drupal Project Check List

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INTRODUCTION
  This outline is a high level Drupal project check list with External Resources useful for small to medium sized projects
  This URL: http://checkvist.com/checklists/61331
  Posted by @JohnWalling
    Twitter @johnwalling
    http://groups.drupal.org/user/3040 (jdwalling)
    Irc://freenode/drupal-seattle (jwalling)
    Last backup
  HELP Reference: Type ? or goto http://checkvist.com/auth/help
  To modify this check list, export it or copy it to your account.
  Check list sequence:
    Requirements > Analysis > Specifications > Construction > Testing > Production (with training) > Maintenance
    Items can be rearranged and expanded into a Work Breakdown Structure (WBS)
    Note: although the list is sequenced, the processes are usually non-linear and iterative, especially for Agile projects
PROJECT CHECK LIST
  Business case made in client organization for new website
    __ Reviews Mission Statement
    __ Updates Business Analysis and SWOT analysis (see External Resources)
    __ Updates organizational strategy for website
    __ Identifies stake-holders and project liaison
    __ Records website objectives to support strategic goals
    __ Approximates website budget and time line
    __ Prepares Project Charter to scope project and get authorization to proceed
  Client requirements provided in deliverable documents
    __ Existing web site
    __ Example web sites
    __ Inventory and audit content (see external resources)
    __ Mockup of page layouts
    __ Mockup of site navigation with sitemap
    __ Content requirements with examples
    __ Functional requirements with examples
    __ Design requirements (look and feel, layout, graphics, User Interface/User eXperience)
    __ System requirements (hardware, software, interfaces, protocols, etc.)
    __ Request for proposal (RFP)
    __ Contract or Letter of agreement (LOA)
  Project management plans and resources for development
    __ Identify top level stakeholders
      __ Product Owner(s): Features and Scope
      __ Project Manager: Budget
      __ Technical Team Leader(s): Time
    __ Assign project team and client liaison
    __ Select project management and development tools (DrupaKata, Dojo, version control, etc.)
    __ Select project method (Scrum, Agile, Hybrid SDLC, ad hoc, etc.)
    __ Schedule regular meetings with agendas and action items
    __ Create statement of work - who does what
    __ Develop project workflow and project documentation (DrupalKata)
    __ Perform and record risk analysis (monitor risk thru all stages)
    __ Prepare Software Quality Plan (SQP)
  Requirements analysis and documention for proposal and construction specifications
    __ Create project scope
      __ Define Minimum Viable Project (MVP) Phase 1 - Drupal Out of the Box
    __ Create Information Architecture (IA) from functional and design specs (module selection for functional requirements as applied to wireframe)
    __ Create matrix of modules and functions for IA specs
    __ Create matrix of content requirements and content types for IA specs
    __ Create matrix of content types and content fields for IA specs
    __ Create vocabularies and terms for IA specs
    __ Create matix of user roles and permissions for IA specs
    __ Create matrix of sitemap and content types for IA specs
    __ Create URL path structures for primary and secondary links for navigation/IA specs
    __ Create navigation specs (using URL paths, menus, vocabularies, views, node reference) for IA specs
    __ Create wireframes of most important pages for IA specs
    __ Create functional specs from requirements
    __ Create design specs from requirements (look and feel, layout, graphics, theme selection, UI/UX)
    __ Create system specs (Identify website platforms and software for development and deployment)
    __ Create content migration instructions (who and how)
    __ Create deployment instructions for construction, testing, and production
    __ Create roadmap for delivering all phases (if multi-phase)
    __ Create performance and capacity specs
    __ Create security specifications for configuring website and server
    __ Create site actions/process workflow specs for performing related user functions
    __ Create Design Guide to coordinate design elements
    __ Create Project Estimate of time and cost from requirements analysis
    __ Create Proposal (Draft for feedback & Final) include updated acceptance plan & roadmap
    __ Create Contract or Letter of agreement
    __ Create client acceptance plan (update after requirements analysis is complete)
  Construction
    __ Acquire platform(s) needed for development
    __ Install/configure support software on platform(s) - e.g. MySQL, PHP, Apache, memory, cache, etc.
    __ Install/configure Drupal on platform(s) - core, modules, theme(s), htaccess, files, Cache, performance
    __ Integrate applications with version control system
    __ Configure modules and features per IA specs
    __ Configure content types and content fields per IA specs
    __ Configure views, blocks, panels, & groups per IA specs
    __ Configure vocabularies and terms per IA specs
    __ Configure user roles and permissions per IA specs
    __ Configure navigation for primary and secondary links, using sitemap, content types and URL paths per IA specs
    __ Configure page layouts from wireframes, content types, sitemap, & navigation specs
    __ Layout theme with graphics per design specs and page layouts
    __ Configure modules per site actions/process workflow/IA specs
    __ Migrate content for testing (client may be responsible for bulk content migration)
    __ Install security specifications
  Integration and testing
    __ Acquire platform(s) used for integration and testing
    __ Integrate applications with version control system
    __ Integrate services (cron, SEO, maps, payments, mailings, Mollom, search, social network)
    __ Verify functional requirements are met
    __ Verify design requirements are met (UI/UX: User interface/User experience)
    __ Verify Software Quality Plan is met
    __ Verify services work as expected
    __ Verify admin functions work as expected
    __ Verify security measures provide protection
  Production
    __ Acquire platform(s) needed for production
    __ Integrate applications with version control system
    __ Verify client domain name is registered and working
    __ Deploy new website and backup old website / plan fallback if needed
    __ Install release candidate for capacity testing, performance tuning, solicit feedback
    __ Install general release, announce to the public, and push SEO for traffic
  Client training and user documentation (before general release)
    __ Create Drupal roles: admin, editors, contributors, members, etc.
    __ Document tasks for roles and functions
    __ Document security procedures for passwords, etc.
    __ Document content workflow for performing related tasks
    __ Document user issues tracking
    __ Document membership functions
    __ Document quality assurance (GIGO: garbage in, garbage out)
    __ Document functions specific to the organization
  Maintenance procedures performed by client or contractor (before general release)
    __ Assign Admin roles
    __ Document update and upgrade procedures
    __ Document procedures to track maintenance issues
    __ Document procedures to monitor for security breaches
    __ Document procedures to monitor services and feeds for problems
    __ Document how to monitor for spam and take corrective actions
    __ Document backup and recovery procedures
  Client acceptance
    __ Get sign offs for final specs (draft proposal to final proposal)
    __ Get stage sign offs (is project on track?)
    __ Get phase sign offs (for muli-phase projects, is phase done?)
    __ Get final sign off (is project done?)
EXTERNAL RESOURCES
  Client resources
    http://en.wikipedia.org/wiki/Business_analysis Business Analysis
    http://en.wikipedia.org/wiki/Content_inventory Content Inventory
    http://en.wikipedia.org/wiki/SWOT_analysis SWOT: Strengths, Weaknesses, Opportunities, Threats
    http://en.wikipedia.org/wiki/Use_case Use case (formal)
    http://en.wikipedia.org/wiki/User_story User story (informal)
    http://drupal.org/node/122018 Drupal glossary
    http://drupal.org/drupal-services Drupal services

    http://www.chapterthree.com/blog/nica-lorber/how-create-winning-website
    How to Create a Winning Website

    http://www.cmswebsiteservices.com/drupal-rfp-questionnaire Drupal RFP Questionnaire
    http://www.drupalradar.com/what-do-drupal-shops-charge Survey of 9 drupal shops comparing rates
    http://www.drupalsn.com/companies Drupal Companies & Freelancers
    http://www.freeformsolutions.ca/en/we-dont-hate-rfps RFP alternative
    http://www.growingventuresolutions.com/blog/inventory-and-audit-content-views Inventory and audit content with views
    http://www.heraprocess.org/hiring_contractor Hiring contractor
    http://www.heraprocess.org/manage_contractor Managing contractor
    http://www.listology.com/jwalling/list/drupal-beginner-resources Drupal Beginner Resources
    http://www.listology.com/jwalling/list/drupal-showcases-and-portfolios Drupal portfolios
    http://www.listology.com/jwalling/list/drupal-web-sites-case-studies Drupal web sites with case studies
    http://www.metaltoad.com/blog/top-5-skills-practices-you-need-be-good-project-manager 5 PM skills
    http://www.mydrupal.com/drupal-services directory of Drupal developers
    http://www.nten.org/blog/2007/11/19/how-to-find-and-hire-a-website-consultant Hiring a consultant
    http://www.palantir.net/blog/modest-proposals-scoping-third-party-integrations Scoping Third-Party Integrations
    http://thinkshout.com/blog/2012/12/gabe/7-steps-pain-free-process-improvement-growing-nonprofits Process improvement
  General project management resources
    http://en.wikipedia.org/wiki/Agile_management Agile management
    http://en.wikipedia.org/wiki/Functional_requirements Functional requirements
    http://en.wikipedia.org/wiki/Glossary_of_project_management PM glossary
    http://en.wikipedia.org/wiki/List_of_project_management_topics PM topics
    http://en.wikipedia.org/wiki/Requirements_analysis Requirements analysis
    http://en.wikipedia.org/wiki/Scrum_(development) Scrum development (Agile)
    http://en.wikipedia.org/wiki/Systems_Development_Life_Cycle SDLC (typically Waterfall)
    http://en.wikipedia.org/wiki/Waterfall_model Waterfall model
    http://en.wikipedia.org/wiki/Work_Breakdown_Structure Work Breakdown Structure, WBS
    http://www.agilecookbook.com/ Agile cookbook
    http://www.bluesparklabs.com/blog/drupalcon-london-drupal-estimation-techniques-bof Estimation Techniques BoF
    http://www.crisp.se/scrum/checklist Scrum Checklist
    http://www.databasesoup.com/2013/03/20-rules-of-software-consulting.html Rules of Software Consulting
    http://www.heraprocess.org/ simple 'ready to go' open process framework for web team management
    http://www.metaltoad.com/blog/pnw-drupal-summit-session-checklists-effective-project-management Checklists for Effective Project Management
    http://www.metaltoad.com/blog/project-manager-bill-rights Project Manager Bill of Rights
    http://www.planningpoker.com/ Estimating time and cost for completing projects
    http://www.projectreference.com/ PM references
  Website architecture and design resources
    http://en.wikipedia.org/wiki/Agile_software_development Agile development
    http://en.wikipedia.org/wiki/Information_architecture Information Architecture, IA
    http://en.wikipedia.org/wiki/Interaction_design Interaction design, IxD
    http://en.wikipedia.org/wiki/User_experience_design User eXperience Design, UXD
    http://en.wikipedia.org/wiki/Website_wireframe Website Wireframe (used in IA)
    http://iainstitute.org/ Institute of Information Architecture
    http://placekitten.com/ kittens as picture place holders
    http://www.artisteer.com/?p=drupal_themes Artisteer
    http://www.lullabot.com/blog/drupalcon-information-architecture-architecture +++
      http://civicactions.com/blog/slides_from_information_architecture_to_drupal_architecture
    http://civicactions.com/topic/information_architecture +++
    https://gomockingbird.com/ Wireframes on the fly
    http://www.usabilityfirst.com/usability-methods/ Usability methods
  Drupal project management & development resources
    DrupalCon Portland 2013 http://www.youtube.com/playlist?list=PLpeDXSh4nHjRlZKs7cj2L_kLI5osP5ERc
      Behavioral Driven Development http://www.youtube.com/watch?v=b_35hrRSVog
    http://civicactions.com/estimating-worksheet Estimating worksheet
    http://davehall.com.au/blog/dave/2013/07/15/automated-security-reviews-drupal-sites Automated Security Reviews of Drupal Sites
    http://drupal.org/documentation/build Site Building
    http://drupal.org/documentation/install Installation Guide
    http://drupal.org/node/59680 phpinfo()
    http://drupal.org/node/302232 Acronyms and expressions used on Drupal.org
    http://drupal.org/node/413910 Wellstone Action: A Drupal Process Case Study
    http://drupal.org/requirements System requirements for Drupal
    http://drupalpcicompliance.org/ Drupal PCI Compliance White Paper
    http://dev.nodeone.se/en/drupalizing-a-web-project Drupalizing a web project
    http://groups.drupal.org/node/203933 Wireframes for Content Staging System
    http://palantir.net/blog/developing-drupal-sites-plan-or-perish Build Spec template
    https://portland2013.drupal.org/node/1483 Train-wrecks and Ugly-Baby Meetings
    https://portland2013.drupal.org/session/science-guessing-drupal-estimation-techniques-project-managers
    http://www.atendesigngroup.com/blog/creating-blueprints-drupal-content Creating Blueprints for Drupal Content
    http://www.digett.com/blog/07/09/2013/testing-checklist-drupal-website Testing checklist for a Drupal website
    http://www.dogstar.org/drupal/agile-timebox An Examiner.com Agile Timebox
    http://www.dominiquedecooman.com/blog/drupal-enterprise-quality-experience
    http://www.dominiquedecooman.com/blog/drupal-7-tip-how-automate-and-control-your-go-live-checklist
    http://www.drupalcreations.com/drupal-project-management PM tips
    http://www.drupalcreations.com/blog/drupal-specifications Drupal specifications
    http://www.erpal.info/ ERPAL project management
    http://www.freeformsolutions.ca/en/fragile Fragile: an agile project management tool
      http://www.freeformsolutions.ca/en/agile-project-planning-chapters-and-stories
      http://www.freeformsolutions.ca/en/features-fragile-project-management-tool
    http://www.freelock.com/blog/john-locke/2013-05/planning-successful-projects-user-story
    http://www.freelock.com/blog/john-locke/2013-08/managing-change-and-risk-drupal-hosting
    http://www.freelock.com/blog/timon/2013-08/note-people-planning-development-projects
    http://www.lullabot.com/articles/art-estimation The Art of Estimation
      http://www.lullabot.com/articles/art-estimation#comment-8722 Spreadsheet in Numbers, Open Office and Excel formats
    http://www.lullabot.com/articles/mistakes-agencies-make-story-three-acts Mistakes Agencies Make: A Story in Three Acts
    http://www.lullabot.com/podcasts/drupal-voices-191-seth-brown-on-project-management-tips-and-qualifying-clients Project Management Tips Podcast
    http://www.lullabot.com/articles/mistakes-agencies-make-story-three-acts
    http://www.mediacurrent.com/blog/help-ensure-your-website-project-success
    http://www.metaltoad.com/blog/mastering-metal-toad-project-life-cycle Project Life Cycle
    http://www.mrconnerton.com/feature-driven-development Feature Driven Development
    http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-decline-static-mockup-rise-browser-wireframes Prototyping - part 1 o 6
      http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-decline-static-mockup-rise-browser-definitions Definitions
      http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-positive-impacts Positive impacts
      http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-pain-points Pain points
      http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-prototype-process The prototype is the process
      http://www.opensourcery.com/blog/andrea-beithon/prototyping-future-what-lies-ahead What lies ahead
    http://www.planningdrupalsites.com/ Drupal Websites: A Planner's Guide (becoming a book summer 2011)
    http://www.pingv.com/blog/project-of-10000-outcomes-part-one-estimating-fixed-bid-projects Estimating Fixed Bid Projects
    http://www.raincitystudios.com/blogs-and-pods/francis-pilon/estimating-worksheet Recommendation Estimate
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