11. STEP #1: GET ALL THE
PASSWORDS
• WordPress admin
• hosting account, and FTP access
• domain registration
• paid theme or paid plugin accounts
• Google account (Feedburner, analytics)
• third-party services (Paypal, YouTube, etc.)
12. STEP #2: RUN EVERY TEST
• code validation
• rss feed test
• accessibility test
• YSlow
• without images enabled
• without Javascript enabled
• different screen sizes, browsers, mobile devices
13. STEP #3: TAKE SNAPSHOTS
• main pages of site
• admin screens
14. STEP #4: LOOK AT ALL THE
FUNCTIONALITY
• admin screen options
• page template options
• active plugins
• etc
15. STEP #5: TALK TO SITE OWNER
• What site functionality is necessary?
• What admin screen options and layout are necessary?
16. STEP #6: DECIDE ON THE
TESTING ENVIRONMENT
• live on the site (have ftp access!)
• site under Maintenance Mode
• plugins - like Theme Test Drive
• under a non-visible sub-directory of the site
• usea different web host or private server (don't let
the site be visible to search engines)
18. BIG DECISION:
STAY WITH THEME?
• Stay with the theme (and add a child theme)
• Use a new theme
• Use a new theme, but borrow some parts that are difficult to
re-create from the existing theme (subject to licensing)
19. STAY WITH THEME?
• quality of theme
• time
• level of knowledge
• site
owner's preference (what do his colleagues and
competitors use?)
20. SOURCES OF INFORMATION
• WordPress.org
• Stack Exchange
• comments in functions.php
• theme or plugin - readme files, theme forums or
help desks
28. THEME "LOCKIN"
code embedded in posts, or
unique database fields
• lookfor a plugin (ex. SEO migration, search-
and-replace)
• think
about time it would take to change posts
manually (don't republish with new date)
• might
be possible to leave old posts as is, and
implement changes for new posts
29. Theme or plugin lock-in isn't always bad
(from the customer's viewpoint)
30. FINALIZE DECISION
• Stay with the theme (and add a child theme)
• Use a new theme
• Use a new theme, but borrow some parts that are
difficult to re-create from the existing theme (subject to
licensing)