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Drupal project
management from
the front line
Edward Kay
Head of Production
edward.kay@torchbox.com   @edwardkay
Three phases
1. Discovery
2. Design
3. Development
Define your
deliverables




               http://www.flickr.com/photos/sirwiseowl/3117488374/
Designer

UX lead

Developer

Themer

Project manager
Designer

          Feature             UX lead


                    Feature
Feature




                              Developer

                              Themer

                              Project manager
Discovery




     http://www.flickr.com/photos/zalopics/6498447077/
Redirects                                                                       CLIC Sargent webs
                                                                                                                                                                                                                                                   ite scoping docume




   Scoping
                                                                                                                                                                                                                                                                        n
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                                                                                                              er is set up
                                                                                      e created. Each us
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                                                                                                                                                 A list of URLs for w
                                                                                                                                                                      hich 404 response
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                                                                                                                                               contributed Apac
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                                                                                                                                               suggestions base
                                                                                                                                                               d on content in th                      search terms, an au
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                                                                                                                                                                  n configure many
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                                                                                                                                                                                                                                   ce including:
                                                                                                                                                                                         in the search inde
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                                                                                                                                                                      for content types
                                                                                                                                                                                          and their fields to
                                                         s                                                                                      results,                                                      raise or lower thei
                  0 and m                aintenance page         of exceptional co
                                                                                    nditions for a Dru
                                                                                                       pal                                                                                                                         r standing in the sit
                                                                                                                                                                                                                                                         e search
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                                                 stom handling                                                                               ‣ any taxonomy vocabularies
                                                                                                                                                                                to expose to the us
   Configura  tion: This featur                  these are:                                       nt of the site                               results, for exampl                                   er on search results
                                                                                                                                                                                                                            pages for ‘faceting’
                              easing likelihood                                  ability compone                                                                     e: http://www.ukg                                                           (filtering) their
   instance. In order of decr                   t found” usin g search, a key us                                                                                                         bc.org/search/apac
                                                                                                                                                                                                               hesolr_search/bui
                             ting the “page no                                                                                                                                                                                      lding
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                                                                                   ually                                                    The search index
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    ‣ Drupal mai                            P cannot contac
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                                                                                                                                                                                                                              cally every 15 min
                  ine pa ge – for when PH                                                                                                  ‘Search snippet’ fie                                                                                    s.
    ‣ Drupal offl                   ither PHP nor MyS
                                                        QL can help
                                                                                                                                           search results for
                                                                                                                                                                lds are provided al
                                                                                                                                                                                     lowing editors to
        Apache 50  0 errors when ne                                                                                                                           specific nodes.                            override the summ
                                                                                                                                                                                                                               ary information sh
     ‣                                                                                                                                                                                                                                              own in
                                                                                                               creating a               An extra field is ad
                   agement                                                                   ts. This includes                                               ded to appropriate
      Document man                                      undation for m  anaging documen                       ntent page’.             a list of terms for w                      content types to m
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                                                                                                                                                                                                                         r picks’. The edito
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                         t’ fie ld to be added to                     t, or select ing a previously                                                                                                                  d ‘editor pick’ bloc
      ‘Related documen                            g a new documen
                                                                                                                                                                                                                                          k on the search
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                                                                                        ments and imag
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                                                   for managing                                                                       Configuration: Pr                                                lishing
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                                                                                                                                                                                                      cted content type
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                                                                                                                                     content at a pre-de                           of previous versio                                       oderation of
                                                                                                                          user                                                                          ns and automatic
                                                                               e Drupal sign-in                                                           termined date/tim                                                publishing of appr
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                        accounts                              ns to improve th                                                                                                  e, as illustrated in                                          oved
                                 ides some si mple modificatio                                                                                                                                       our revision publish
                                                                                                                                                                                                                           ing diagram.
                          This feature prov                     ecifically this give
                                                                                     s:
         Configuration:                       gan module . Sp
                                                          4                                                                          ‣ Rules and actions move node
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         experience using                                    e login page (/us                                                      ‣ Only users with moderator ro                              kflow phases defin
                                          /login form on th                                                                                                                                                        ed using taxonom
                        d account create                                  ter registration
                                                                                                                                                                         les are able to mov                                           y terms.
         ‣ a combine                                    nd the user to af                                                               used to hide releva                                     e content through
                                                                                                                                                                                                                   each phase (field
                        to define a  specific URL to se                                                                                                     nt field from edito
                                                                                                                                                                                  rs).                                                 permissions are
          ‣ the ability                                                                                     n, we                   ‣ ‘Publish on’ fields are used w
                                                                                        on account creatio                                                             ith rules schedule
                                                     nd an initial welcome email up                     style and for                  times.                                                r to ensure actions
                                                                                                                                                                                                                 are triggered at th
                                   configured to se                                  for consistency in                                                                                                                              e appropriate
          Whi le Drupal could be                   d and sent th rough dotMailer
                                ailings are create
           recommend such m                     ns.
                              /reporting optio
                                                                                                                                   13 ht
                                                                                                                                           tp://drupal.org/pr
           providing tracking
                                                                                                                                                             oject/apachesolr

                                                .txt and SEO                                                         The modules
                          s, XML sitemap, robots              itor SEO capabilit
                                                                                 ies.
           Google Analytic                  of
                                              improve and mon
                                                     basic tools to
                           Provides a suite
            Configuration:
            used are:
Design
Development




              http://www.flickr.com/photos/riebart/4466482623/
Five Ds of done
1. D...
2. D...
3. D...
4. D...
5. D...
Five Ds of done
1. Discovery
2. Design
3. Development
4. Demo
5. Deployment
Limit
WIP




   http://www.flickr.com/photos/qf8/48947008/
Feature tracking
Cumulative flow
Side effects




               http://www.flickr.com/photos/hockadilly/2848274820/
Takeaways
1. Define deliverables
2. Feature-driven development
3. Limit WIP
4. Transparent process
5. Continuous improvement
                         http://www.flickr.com/photos/harryharris/233185440/

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Drupal project management Edward Kay 20120622

  • 1. Drupal project management from the front line Edward Kay Head of Production edward.kay@torchbox.com @edwardkay
  • 2.
  • 3. Three phases 1. Discovery 2. Design 3. Development
  • 4. Define your deliverables http://www.flickr.com/photos/sirwiseowl/3117488374/
  • 5.
  • 7. Designer Feature UX lead Feature Feature Developer Themer Project manager
  • 8. Discovery http://www.flickr.com/photos/zalopics/6498447077/
  • 9. Redirects CLIC Sargent webs ite scoping docume Scoping n Configuration: Th is feature provides as to non-node pa a means to redire ges such as views ct nodes or arbitra or taxonomy page ry paths to other no destination URL an s. The URL in the des as d will use the 301 browser changes 10 short-cut URLs. HT TP response by to the bsite scoping do cument default. This can be CLIC Sargent we useful for the crea tion of er is set up e created. Each us veloper and pr oject manager ar e ‘forgotten A list of URLs for w hich 404 response rchbox Drupal de words by using th s have been return counts for each To d change their pass ure – create suitable redi ed is also provided User ac users can login an as part of this feat rects. document allowing administ or d, and Torchbox Sargent user s are not defined rators to without a passw Accounts for CLIC nality in Drupal. l’ feature. password’ functio and access contro Search ‘use r accounts, roles, red by the custom Configuration: Th these will be cove lary called ‘acces s control’ is feature provides provided using a Drupal vocabu either contributed Apac hesolr module13. an efficient and hi ghly configurable rol framework is ished nodes to be As a user types in site search using th A simple co ntent access cont e3 . Editors ca n configure publ cess control suggestions base d on content in th search terms, an au tocomplete featur e ntrol Lite’ modul users). Further ac e index. e makes and the ‘Tax onomy access co r only’ (only vi sible to logged in ser accounts, fault) or ‘membe by the custom ‘u publicly accessible (the de ired; these w ould be provided Administrators ca n configure many foundation if requ ‣ Solr settings throug rules ca n be built on this the content types that are included h the admin interfa ce including: in the search inde control’ feature. ‣ x, roles, and access relative weighting for content types and their fields to s results, raise or lower thei 0 and m aintenance page of exceptional co nditions for a Dru pal r standing in the sit e search Custom 404, 50 e implements cu stom handling ‣ any taxonomy vocabularies to expose to the us Configura tion: This featur these are: nt of the site results, for exampl er on search results pages for ‘faceting’ easing likelihood ability compone e: http://www.ukg (filtering) their instance. In order of decr t found” usin g search, a key us bc.org/search/apac hesolr_search/bui ting the “page no lding ‣ Dru pal 404 – augmen ce, activated man ually The search index for sche duled maintenan is updated autom ntenance page – t the database atically on every Dr ‣ Drupal mai P cannot contac upal ‘cron’ run, typi cally every 15 min ine pa ge – for when PH ‘Search snippet’ fie s. ‣ Drupal offl ither PHP nor MyS QL can help search results for lds are provided al lowing editors to Apache 50 0 errors when ne specific nodes. override the summ ary information sh ‣ own in creating a An extra field is ad agement ts. This includes ded to appropriate Document man undation for m anaging documen ntent page’. a list of terms for w content types to m solid, standard fo ted in ‘standard co hich this result sh ark them as ‘edito r picks’. The edito Configura tion: Provides a ntent types as no ent. ould be returned r can specify all appropriate co uploaded docum results page. in a clearly marke t’ fie ld to be added to t, or select ing a previously d ‘editor pick’ bloc ‘Related documen g a new documen k on the search oice of either uploadin Editors have a ch es. Workflow, versio ments and imag all uploaded docu nin g, and scheduled pub for managing Configuration: Pr lishing rface is provided ovides a publishin An ad ministration inte content, along with g workflow for sele cted content type maintaining copies s. This enables m content at a pre-de of previous versio oderation of user ns and automatic e Drupal sign-in termined date/tim publishing of appr Front-end user accounts ns to improve th e, as illustrated in oved ides some si mple modificatio our revision publish ing diagram. This feature prov ecifically this give s: Configuration: gan module . Sp 4 ‣ Rules and actions move node the LoginTobog er) s through the wor experience using e login page (/us ‣ Only users with moderator ro kflow phases defin /login form on th ed using taxonom d account create ter registration les are able to mov y terms. ‣ a combine nd the user to af used to hide releva e content through each phase (field to define a specific URL to se nt field from edito rs). permissions are ‣ the ability n, we ‣ ‘Publish on’ fields are used w on account creatio ith rules schedule nd an initial welcome email up style and for times. r to ensure actions are triggered at th configured to se for consistency in e appropriate Whi le Drupal could be d and sent th rough dotMailer ailings are create recommend such m ns. /reporting optio 13 ht tp://drupal.org/pr providing tracking oject/apachesolr .txt and SEO The modules s, XML sitemap, robots itor SEO capabilit ies. Google Analytic of improve and mon basic tools to Provides a suite Configuration: used are:
  • 11. Development http://www.flickr.com/photos/riebart/4466482623/
  • 12. Five Ds of done 1. D... 2. D... 3. D... 4. D... 5. D...
  • 13. Five Ds of done 1. Discovery 2. Design 3. Development 4. Demo 5. Deployment
  • 14. Limit WIP http://www.flickr.com/photos/qf8/48947008/
  • 17. Side effects http://www.flickr.com/photos/hockadilly/2848274820/
  • 18. Takeaways 1. Define deliverables 2. Feature-driven development 3. Limit WIP 4. Transparent process 5. Continuous improvement http://www.flickr.com/photos/harryharris/233185440/