Drupal Project Check List Expand this topic for update filters / With focus on this line, type CF to Clear Filter Click update filter: #2013-Q4 Click update filter: #2013-Q3 Click update filter: #2013-Q2 Click update filter: #2013-Q1 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 (due: 2013-12-26) 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 #2013-Q3 __ 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 #2013-Q4 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 #2013-Q4 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 #2013-Q1 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 #2013-Q3 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 #2013-Q3 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 #2013-Q3 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 #2013-Q3 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 #2013-Q3 https://portland2013.drupal.org/node/1483 Train-wrecks and Ugly-Baby Meetings #2013-Q3 https://portland2013.drupal.org/session/science-guessing-drupal-estimation-techniques-project-managers #2013-Q3 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 #2013-Q3 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 #2013-Q3 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 #2013-Q2 http://www.freelock.com/blog/john-locke/2013-08/managing-change-and-risk-drupal-hosting #2013-Q3 http://www.freelock.com/blog/timon/2013-08/note-people-planning-development-projects #2013-Q3 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 #2013-Q1 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 #2013-Q3 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 #2013-Q3 http://www.raincitystudios.com/blogs-and-pods/francis-pilon/estimating-worksheet Recommendation Estimate COMMENTS This is an example comment (due: ASAP) Checklist improvements http://checkvist.tumblr.com/post/52046559221/smart-paste-and-profile-fixes Markdown enabled in user settings http://daringfireball.net/projects/markdown/basics