# 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