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The Agile Drupalist
Methodologies & Techniques for
Running Effective Drupal Projects
By Adrian “AJ” Jones (Canuckaholic)
Agenda
What We Will be Talking About Today…
Introductions
What kind of processes are out there?
The “Iron Triangle” of project management
What does it mean to be “Agile”?
Why be Agile?
The Agile Drupalist
Mapping the Project Life Cycle
Case Study
Introductions
A Little Bit About Me…
User Experience Designer. Business Analyst. Content Strategist.
Information Architect. Interaction Designer.
Passionate about making better digital experiences.
My Experience in Agile:
Certified Scrum Product Owner
Have worked on large-scale, big-budget Agile projects:
Kobo Instant Reader HTML5 App
New York State Education Department
Stanford University School of Engineering
Masters degree in Interactive Arts & Technology, where I was first introduced to the Agile
philosophy.
Introductions
A Little Bit About YOU!
Who Are You?
Web Dev?
Front-end Dev?
Back-end Dev?
Drupal Dev?
Web Designer?
Information Architect?
Business Analyst?
UX Designer?
Project Manager?
All of the above?
What’s Out There?
The Answer? A lot.
Waterfall
Agile
Scrum
Kanban
XP
Lean
Rational Unified Process (RUP)
Microsoft Solutions Framework (MSF)
Rapid Application Development (RAD)
The Iron Triangle
OfProject Management
Okay… Let’s see how much we know…
The 3 Points of the Iron Triangle Are:
Scope/Features/Functionality
Budget/Resources
Time/Schedule
How I Would Draw It…
Some Traps
What is “Agile”?
Agile is NOT a Methodology… no really.
Agile (capital “A”) is a philosophy. It’s a way of thinking.
“Agile software development is a group of software development
methods based on iterative and incremental development, where
requirements and solutions evolve through collaboration between self-
organizing, cross-functional teams.“ (Wikipedia)
Scrum is an example of a methodology under the Agile philosophy of
software development.
TheAgile Manifesto
Consists of Only 4 Principles…
The Scrum Process
Standup. Groom. Plan. Demo. Release.
Why beAgile?
What are the benefits and why should I bother?
Because…
Why beAgile?
What are the benefits and why should I bother?
Because research shows that you have a greater chance of
success with Agile methods.
Why beAgile?
What are the benefits and why should I bother?
Some Reasons to go Agile:
Easier, and less costly, to adapt to change
Often better than Waterfall at managing risk
Necessitates more involvement from stakeholders
Developers feel more ownership. Empowered.
Better chance of building something useful
Quality-driven focus
Greater transparency. Visibility.
Quicker feedback from end-users
It’s actually kind of fun!
…?
Who Is UsingAgile?
Scrum… Kanban…???
TheAgile Drupalist
Flexible, Adaptable… like a Gymnast.
Okay all this theory is well and good, but how does this apply to Drupal
development?
Drupal Strengths for Agile Development:
Contrib modules help developers respond to changing requirements
Drupal is a good tool for HTML prototyping
Drupal works well with versioning (e.g. Git) and Continuous Integration (e.g.
Jenkins), both of which are great for Agile development.
…?
TheAgile Drupalist
Flexible, Adaptable… like a Gymnast.
An important point to note is that most often a (medium to large) Drupal website is
going to be built by a web services agency.
A Typical Agency Project Life Cycle:
Information Discovery
Requirements Analysis & Information Architecture
Design
Development
Content Creation (i.e. adding content to the site)
Quality Assurance
Deployment/Launch
Maintenance
The Truth
You Can’t Handle the Truth!
If you are an agency…
and you are developing in Drupal…
pure Agile is probably not the best option.
Scrumfall
No, it’s not the title of the next James Bond movie…
Scrumfall is a “hybrid” of Waterfall and Scrum methodologies, often
employed when there needs to be more certainty around the project
scope.
Information Discovery
Phase #1 of 8
Waterfall Tasks Agile Tasks
Documenting:
• Project plan
• Business requirements
• Schedule
• Risk analysis
• Scope definition
Iterating:
• Brainstorming
• High-level requirements (i.e.
vision, mission statement)
• Elevator pitch
• Product box
RequirementsAnalysis
Phase #2 of 8
Waterfall Tasks Agile Tasks
Documenting:
• Functional requirements
• Content Types
• Taxonomy
• Sitemap
• Non-functional requirements
• User requirements
• Roles & Permissions
Iterating:
• Low fidelity wireframes
• Paper prototypes
• Affinity diagramming
Design
Phase #3 of 8
Waterfall Tasks Agile Tasks
Documenting:
• Style and branding guide
• Visual mockups
Iterating:
• Higher fidelity wireframes
including responsive layouts
• Interactive designs
Development
Phase #4 of 8
Waterfall Tasks Agile Tasks
Limited:
• Building the initial architecture
and infrastructure.
• Maybe some of the groundwork
for the high-level functional
requirements.
• Be careful of changing Content
Types or Vocabularies!
• Breaking down epics into user
stories.
• Building out all the site features,
modules, functionality in sprints
with user stories.
• Using the Features module to
get things (i.e. entities) out of the
database and into code so it can
be versioned (e.g. Git).
Content Creation
Phase #5 of 8
Waterfall Tasks Agile Tasks
• Deciding at a high level what
kind of content is going to be
added to the site.
• Adding the actual content during
sprints as features are
developed.
QualityAssurance
Phase #6 of 8
Waterfall Tasks Agile Tasks
• Matching finished site or site
components with the functional
requirements and overarching
architecture.
• Regression testing.
• Each user story should go
through its own set of QA tests to
satisfy the Definition of Done.
• Product Owner reviews
Acceptance Criteria and accepts
or rejects user stories.
Deployment/Launch
Phase #7 of 8
Waterfall Tasks Agile Tasks
• Checklist for launch. • Not as effective.
Maintenance
Phase #8 of 8
Waterfall Tasks Agile Tasks
• No preference. • No preference.
Things to Consider
To Scrum, or not to Scrum, that is the question
• Fixed budget? Fixed scope? You might want to be more Waterfall-ish.
• Is there uncertainty and the end goal isn’t clear at the start? Is there a
high likelihood of changing requirements? Agile can often get you a
better result.
Real World Case Study
Putting yer money where yer mouth is
Redesigning Stanford University’s School of Engineering
website…
Case Study - Stanford
Waterfall Activities…
Business Requirements Doc System Requirements Doc
Document Goals & Objectives:
• Allow users to easily navigate
between the main site and the
different department sites in an
integrated experience.
• Provide easily accessible
information to current students
about graduation processes.
Functional Requirements:
• FR-NCR-01: Display Latest
News on Homepage.
• FR-FSC-01: Faculty & Staff
Directory Page.
• FR-APR-01: Academic Programs
Landing Page.
Case Study - Stanford
User Experience Design Activities…
Case Study - Stanford
Wireframing Activities…
Case Study - Stanford
Into Development… Going Agile…
Stanford Team ImageX Team
• Key Stakeholders
• Product Owner
• Internal Product Owner
• Scrum Master
• Development Team
Functional Requirements Epics & User Stories
Case Study - Stanford
Scrum Activities…
User Story:
“As a Stanford student I want to easily
find information about bioengineering so
that I can stay informed about the latest
developments in this field”
Thank You!
Any Questions?
@Adrian_D_Jones
adrian@imagexmedia.com
The Agile Drupalist - Methodologies & Techniques for Running Effective Drupal Projects

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The Agile Drupalist - Methodologies & Techniques for Running Effective Drupal Projects

  • 1. The Agile Drupalist Methodologies & Techniques for Running Effective Drupal Projects By Adrian “AJ” Jones (Canuckaholic)
  • 2. Agenda What We Will be Talking About Today… Introductions What kind of processes are out there? The “Iron Triangle” of project management What does it mean to be “Agile”? Why be Agile? The Agile Drupalist Mapping the Project Life Cycle Case Study
  • 3. Introductions A Little Bit About Me… User Experience Designer. Business Analyst. Content Strategist. Information Architect. Interaction Designer. Passionate about making better digital experiences. My Experience in Agile: Certified Scrum Product Owner Have worked on large-scale, big-budget Agile projects: Kobo Instant Reader HTML5 App New York State Education Department Stanford University School of Engineering Masters degree in Interactive Arts & Technology, where I was first introduced to the Agile philosophy.
  • 4. Introductions A Little Bit About YOU! Who Are You? Web Dev? Front-end Dev? Back-end Dev? Drupal Dev? Web Designer? Information Architect? Business Analyst? UX Designer? Project Manager? All of the above?
  • 5. What’s Out There? The Answer? A lot. Waterfall Agile Scrum Kanban XP Lean Rational Unified Process (RUP) Microsoft Solutions Framework (MSF) Rapid Application Development (RAD)
  • 6. The Iron Triangle OfProject Management Okay… Let’s see how much we know…
  • 7. The 3 Points of the Iron Triangle Are: Scope/Features/Functionality Budget/Resources Time/Schedule
  • 8. How I Would Draw It…
  • 10. What is “Agile”? Agile is NOT a Methodology… no really. Agile (capital “A”) is a philosophy. It’s a way of thinking. “Agile software development is a group of software development methods based on iterative and incremental development, where requirements and solutions evolve through collaboration between self- organizing, cross-functional teams.“ (Wikipedia) Scrum is an example of a methodology under the Agile philosophy of software development.
  • 11. TheAgile Manifesto Consists of Only 4 Principles…
  • 12. The Scrum Process Standup. Groom. Plan. Demo. Release.
  • 13. Why beAgile? What are the benefits and why should I bother? Because…
  • 14. Why beAgile? What are the benefits and why should I bother? Because research shows that you have a greater chance of success with Agile methods.
  • 15. Why beAgile? What are the benefits and why should I bother? Some Reasons to go Agile: Easier, and less costly, to adapt to change Often better than Waterfall at managing risk Necessitates more involvement from stakeholders Developers feel more ownership. Empowered. Better chance of building something useful Quality-driven focus Greater transparency. Visibility. Quicker feedback from end-users It’s actually kind of fun! …?
  • 17. TheAgile Drupalist Flexible, Adaptable… like a Gymnast. Okay all this theory is well and good, but how does this apply to Drupal development? Drupal Strengths for Agile Development: Contrib modules help developers respond to changing requirements Drupal is a good tool for HTML prototyping Drupal works well with versioning (e.g. Git) and Continuous Integration (e.g. Jenkins), both of which are great for Agile development. …?
  • 18. TheAgile Drupalist Flexible, Adaptable… like a Gymnast. An important point to note is that most often a (medium to large) Drupal website is going to be built by a web services agency. A Typical Agency Project Life Cycle: Information Discovery Requirements Analysis & Information Architecture Design Development Content Creation (i.e. adding content to the site) Quality Assurance Deployment/Launch Maintenance
  • 19. The Truth You Can’t Handle the Truth! If you are an agency… and you are developing in Drupal… pure Agile is probably not the best option.
  • 20. Scrumfall No, it’s not the title of the next James Bond movie… Scrumfall is a “hybrid” of Waterfall and Scrum methodologies, often employed when there needs to be more certainty around the project scope.
  • 21. Information Discovery Phase #1 of 8 Waterfall Tasks Agile Tasks Documenting: • Project plan • Business requirements • Schedule • Risk analysis • Scope definition Iterating: • Brainstorming • High-level requirements (i.e. vision, mission statement) • Elevator pitch • Product box
  • 22. RequirementsAnalysis Phase #2 of 8 Waterfall Tasks Agile Tasks Documenting: • Functional requirements • Content Types • Taxonomy • Sitemap • Non-functional requirements • User requirements • Roles & Permissions Iterating: • Low fidelity wireframes • Paper prototypes • Affinity diagramming
  • 23. Design Phase #3 of 8 Waterfall Tasks Agile Tasks Documenting: • Style and branding guide • Visual mockups Iterating: • Higher fidelity wireframes including responsive layouts • Interactive designs
  • 24. Development Phase #4 of 8 Waterfall Tasks Agile Tasks Limited: • Building the initial architecture and infrastructure. • Maybe some of the groundwork for the high-level functional requirements. • Be careful of changing Content Types or Vocabularies! • Breaking down epics into user stories. • Building out all the site features, modules, functionality in sprints with user stories. • Using the Features module to get things (i.e. entities) out of the database and into code so it can be versioned (e.g. Git).
  • 25. Content Creation Phase #5 of 8 Waterfall Tasks Agile Tasks • Deciding at a high level what kind of content is going to be added to the site. • Adding the actual content during sprints as features are developed.
  • 26. QualityAssurance Phase #6 of 8 Waterfall Tasks Agile Tasks • Matching finished site or site components with the functional requirements and overarching architecture. • Regression testing. • Each user story should go through its own set of QA tests to satisfy the Definition of Done. • Product Owner reviews Acceptance Criteria and accepts or rejects user stories.
  • 27. Deployment/Launch Phase #7 of 8 Waterfall Tasks Agile Tasks • Checklist for launch. • Not as effective.
  • 28. Maintenance Phase #8 of 8 Waterfall Tasks Agile Tasks • No preference. • No preference.
  • 29. Things to Consider To Scrum, or not to Scrum, that is the question • Fixed budget? Fixed scope? You might want to be more Waterfall-ish. • Is there uncertainty and the end goal isn’t clear at the start? Is there a high likelihood of changing requirements? Agile can often get you a better result.
  • 30. Real World Case Study Putting yer money where yer mouth is Redesigning Stanford University’s School of Engineering website…
  • 31. Case Study - Stanford Waterfall Activities… Business Requirements Doc System Requirements Doc Document Goals & Objectives: • Allow users to easily navigate between the main site and the different department sites in an integrated experience. • Provide easily accessible information to current students about graduation processes. Functional Requirements: • FR-NCR-01: Display Latest News on Homepage. • FR-FSC-01: Faculty & Staff Directory Page. • FR-APR-01: Academic Programs Landing Page.
  • 32. Case Study - Stanford User Experience Design Activities…
  • 33. Case Study - Stanford Wireframing Activities…
  • 34. Case Study - Stanford Into Development… Going Agile… Stanford Team ImageX Team • Key Stakeholders • Product Owner • Internal Product Owner • Scrum Master • Development Team Functional Requirements Epics & User Stories
  • 35. Case Study - Stanford Scrum Activities… User Story: “As a Stanford student I want to easily find information about bioengineering so that I can stay informed about the latest developments in this field”

Editor's Notes

  1. COVER 1 – A sample for the cover
  2. CONTENT 1 – A sample for the content page
  3. An interesting thing about me is that I used to work for the Vancouver Canucks, and that’s where my Drupal.org “Canuckaholic” username came from.
  4. An interesting thing about me is that I used to work for the Vancouver Canucks, and that’s where my Drupal.org “Canuckaholic” username came from.
  5. Ask the audience what methodologies they use.Today I’m going to talk about just one of these, albeit an increasing popular one: Agile, and more specifically Scrum.
  6. CONTENT 1 – A sample for the content page
  7. “That is, while there is value in the items on the right, we value the items on the left more.”This is real easy to say, but let me tell you, this is NOT easy to do.
  8. “That is, while there is value in the items on the right, we value the items on the left more.”This is real easy to say, but let me tell you, this is NOT easy to do.
  9. CONTENT 1 – A sample for the content page
  10. CONTENT 1 – A sample for the content page
  11. CONTENT 1 – A sample for the content page
  12. CONTENT 1 – A sample for the content page
  13. CONTENT 1 – A sample for the content page
  14. CONTENT 1 – A sample for the content page
  15. CONTENT 1 – A sample for the content page
  16. CONTENT 1 – A sample for the content page
  17. CONTENT 1 – A sample for the content page
  18. Agiles tasks feed into Waterfall tasks
  19. Agiles tasks feed into Waterfall tasks
  20. Agiles tasks feed into Waterfall tasks
  21. Agiles tasks feed into Waterfall tasks
  22. Agiles tasks feed into Waterfall tasks
  23. Agiles tasks feed into Waterfall tasks
  24. Agiles tasks feed into Waterfall tasks
  25. Any methodology can be really good or really bad. It depends on context, such as the type of client, budget, type of requirements, etc.
  26. CONTENT 1 – A sample for the content page
  27. CONTENT 1 – A sample for the content page
  28. CONTENT 1 – A sample for the content page
  29. CONTENT 1 – A sample for the content page
  30. CONTENT 1 – A sample for the content page
  31. CONTENT 1 – A sample for the content page
  32. COVER 1 – A sample for the cover
  33. CONTENT 1 – A sample for the content page