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#evolve19
ROCKSTAR KICKOFFS
FOR AEM PROJECTS
Prepared by:
Rebecca Blaha & Rabiah Coon
August 7, 2019
#evolve19 2
● About Us
● Project Success
○ Qualities of a Successful Project
● Project Phases
○ Standard Phases for Projects
● Kickoff
○ Prerequisites
○ Purpose
○ Resources
○ Agenda
● What We Learned
● Questions, Comments or Feedback
AGENDA
WHAT WE HAVE PLANNED FOR YOU
#evolve19 3
ABOUT US
Email
Rebecca.Roberts@3sharecorp.com
LinkedIn
https://www.linkedin.com/in/rebecca-blaha/
HOW TO REACH US
Email
Rabiah.Coon@3sharecorp.com
LinkedIn
https://www.linkedin.com/in/rabiahcoon/
#evolve19 4
PROJECT SUCCESS
WHAT IT TAKES TO DEFINE A SUCCESSFUL PROJECT
#evolve19 5
QUALITIES OF A SUCCESSFUL PROJECT
#evolve19 6
PROJECT PHASES
THE ROADMAP FOR A SUCCESSFUL PROJECT
#evolve19 7
PROJECT PHASES
STANDARD PHASES FOR ALL 3|SHARE PROJECTS
PLAN BUILD TEST LAUNCH
*PRESENTATION
FOCUS AREA
#evolve19 8
PROJECT KICKOFF
PROJECT SUCCESS STARTS WITH A ROCKSTAR KICKOFF
#evolve19 9
● Client and Partner Teams Identified
○ Know who you’re working with
● Statement of Work (SOW)
○ Signed and countersigned
● Designs & Assets
○ Delivery process
● Access
○ Environment
○ VPN
○ Code Repository
KICKOFF PREREQUISITES
PREPARING THE TEAM PROPERLY
#evolve19 10
Introducing the Teams
● Initial kickoff meetings will lay the foundation for team members to build a relationship
throughout the project.
Establishing Project Goals
● When setting project goals it's important that both the client and partner teams have a
shared understanding of Key Performance Indicators (KPI’s)
Defining Project Scope
● Determining project scope is a group effort that requires collaboration from all team
members as well as a clear understanding on responsibilities to complete tasks.
● Similar to goals BUT involves defining features rather than overall goals.
KICKOFF PURPOSE
WHAT YOU CAN EXPECT TO DISCUSS IN KICKOFF MEETINGS
#evolve19 11
Understanding Project Mechanics
● Scheduling & Planning
○ Team member meetings
○ Agile methodology
● Communication Plan
○ Day-to-day
○ Weekly
● Responsibilities
○ RACI Matrix
KICKOFF PURPOSE CONTINUED...
WHAT YOU CAN EXPECT TO DISCUSS IN KICKOFF MEETINGS
#evolve19 12
Having the “Right” People in the Room
● Accuracy of Information
○ Existing business processes and expected future state
● Approval of Requirements
○ Technical
○ Functional
● Project Schedule
○ Identifying key milestones
● Project Dependencies
○ Importance of client, third-party and partner deliverables
KICKOFF RESOURCES
PARTICIPATION IN PROJECT KICKOFFS
#evolve19 13
KICKOFF AGENDA
WHAT WE WILL DISCUSS IN THE PROJECT KICKOFF
DAY 1 DAY 2 DAY 3 DAY 4
● Understanding client
objectives
● Site walkthrough
● Discuss project
methodology
● Project logistics and
scheduling
● Release management
● Information
architecture
● Migration plan
● Technical
architecture
● QA plan
● Team integration
● SEO
● AEM users and
groups
● Workflow
● Analytics
● Integration
● Environments
setup
● Collaboration
#evolve19 14
RESOURCES
Roles: Who is doing what?
Teamwork: How are we going to work
together?
PROJECT
REQUIREMENTS AND
DEPENDENCIESProject: Why are we doing this?
Scope: What are we doing?
ALIGNING ON NEXT STEPS
Approach: How are we going to make this
happen?
Next: How do we keep the momentum?
WHAT WE LEARNED
#evolve19
THANK YOU!
QUESTIONS, COMMENTS OR FEEDBACK

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Evolve 19 | Rabiah Coon & Rebecca Blaha | Rockstar Kickoffs for AEM Projects

  • 1. #evolve19 ROCKSTAR KICKOFFS FOR AEM PROJECTS Prepared by: Rebecca Blaha & Rabiah Coon August 7, 2019
  • 2. #evolve19 2 ● About Us ● Project Success ○ Qualities of a Successful Project ● Project Phases ○ Standard Phases for Projects ● Kickoff ○ Prerequisites ○ Purpose ○ Resources ○ Agenda ● What We Learned ● Questions, Comments or Feedback AGENDA WHAT WE HAVE PLANNED FOR YOU
  • 3. #evolve19 3 ABOUT US Email Rebecca.Roberts@3sharecorp.com LinkedIn https://www.linkedin.com/in/rebecca-blaha/ HOW TO REACH US Email Rabiah.Coon@3sharecorp.com LinkedIn https://www.linkedin.com/in/rabiahcoon/
  • 4. #evolve19 4 PROJECT SUCCESS WHAT IT TAKES TO DEFINE A SUCCESSFUL PROJECT
  • 5. #evolve19 5 QUALITIES OF A SUCCESSFUL PROJECT
  • 6. #evolve19 6 PROJECT PHASES THE ROADMAP FOR A SUCCESSFUL PROJECT
  • 7. #evolve19 7 PROJECT PHASES STANDARD PHASES FOR ALL 3|SHARE PROJECTS PLAN BUILD TEST LAUNCH *PRESENTATION FOCUS AREA
  • 8. #evolve19 8 PROJECT KICKOFF PROJECT SUCCESS STARTS WITH A ROCKSTAR KICKOFF
  • 9. #evolve19 9 ● Client and Partner Teams Identified ○ Know who you’re working with ● Statement of Work (SOW) ○ Signed and countersigned ● Designs & Assets ○ Delivery process ● Access ○ Environment ○ VPN ○ Code Repository KICKOFF PREREQUISITES PREPARING THE TEAM PROPERLY
  • 10. #evolve19 10 Introducing the Teams ● Initial kickoff meetings will lay the foundation for team members to build a relationship throughout the project. Establishing Project Goals ● When setting project goals it's important that both the client and partner teams have a shared understanding of Key Performance Indicators (KPI’s) Defining Project Scope ● Determining project scope is a group effort that requires collaboration from all team members as well as a clear understanding on responsibilities to complete tasks. ● Similar to goals BUT involves defining features rather than overall goals. KICKOFF PURPOSE WHAT YOU CAN EXPECT TO DISCUSS IN KICKOFF MEETINGS
  • 11. #evolve19 11 Understanding Project Mechanics ● Scheduling & Planning ○ Team member meetings ○ Agile methodology ● Communication Plan ○ Day-to-day ○ Weekly ● Responsibilities ○ RACI Matrix KICKOFF PURPOSE CONTINUED... WHAT YOU CAN EXPECT TO DISCUSS IN KICKOFF MEETINGS
  • 12. #evolve19 12 Having the “Right” People in the Room ● Accuracy of Information ○ Existing business processes and expected future state ● Approval of Requirements ○ Technical ○ Functional ● Project Schedule ○ Identifying key milestones ● Project Dependencies ○ Importance of client, third-party and partner deliverables KICKOFF RESOURCES PARTICIPATION IN PROJECT KICKOFFS
  • 13. #evolve19 13 KICKOFF AGENDA WHAT WE WILL DISCUSS IN THE PROJECT KICKOFF DAY 1 DAY 2 DAY 3 DAY 4 ● Understanding client objectives ● Site walkthrough ● Discuss project methodology ● Project logistics and scheduling ● Release management ● Information architecture ● Migration plan ● Technical architecture ● QA plan ● Team integration ● SEO ● AEM users and groups ● Workflow ● Analytics ● Integration ● Environments setup ● Collaboration
  • 14. #evolve19 14 RESOURCES Roles: Who is doing what? Teamwork: How are we going to work together? PROJECT REQUIREMENTS AND DEPENDENCIESProject: Why are we doing this? Scope: What are we doing? ALIGNING ON NEXT STEPS Approach: How are we going to make this happen? Next: How do we keep the momentum? WHAT WE LEARNED