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BECOMING ATECHNICAL PROJECT
MANAGER
Monday, March 31, 14
ABOUT SCOTT
• Current: Director of Customer Success @Pantheon
• Past: Support Manager, Promet Solutions, Drupal dev shop
• Service Manager, MSP in Chicago
• IT Project Manager, Consultant; Oilily, Chiasso
• Management Consulting
• Certified Scrum Master
Monday, March 31, 14
ABOUT JOHNNIE
• Current: Senior Project Manger @Prometsource
• Recovering Developer
• Construction Management
• Certified Scrum Master
Monday, March 31, 14
RAREST ORCHIDS
Kinds of PMs in Drupal:
• PreviousTech Exp
• Owner
• PMbot
• “Assistant”
Monday, March 31, 14
BAD RAP ON
YOU…
Monday, March 31, 14
WHAT ITTAKES
1. PM skills
2. Technical knowledge
3. Soft skills
Monday, March 31, 14
PROJECT MANAGEMENT
Monday, March 31, 14
MAJOR METHODOLOGIES
Monday, March 31, 14
AGILITY
• In general, agility is defined as "the ability of a
[system] to rapidly respond to change by
adapting its initial stable configuration”
• agility or nimbleness is the ability to change
the body's position efficiently, and requires
the integration of isolated movement skills
using a combination of balance, coordination,
speed, reflexes, strength, and endurance
Monday, March 31, 14
AGILE MANIFESTO
• We are uncovering better ways of developing software by
doing it and helping others do it.Through this work we have
come to value:
• Individuals and interactions over processes and tools
• Working software over comprehensive documentation
• Customer collaboration over contract negotiation
• Responding to change over following a plan
• That is, while there is value in the items on the right, we value
the items on the left more.
Monday, March 31, 14
LIES ABOUT AGILE
• It is a silver bullet that fixes all problems
• Agile is the right approach for all projects
• One Agile framework is good for all the projects you do.
• Agile will stop you from making bad decisions
• Agile will immediately show results
• All clients love Agile
• Your love life will improve if you adopt agile.
Monday, March 31, 14
AGILE FLAVORS
Agile Modeling
Crystal Clear
Dynamic Systems
Development method
(DSDM)
Exia Process
Extreme Programming
(XP)
Feature Driven
Development
Open Unified Process
(Open UP)
Scrum
VelocityTracking
Kanban
Monday, March 31, 14
WATERFALL
it just flows!
• Discovery
• Planning
• Development
• Implementation
Monday, March 31, 14
Monday, March 31, 14
DUNDER-MIFFLIN ♥’S WATERFALL
Document Objective
SOW What client wants
Charter Attributes of Project
PRD
What you will buildTRD What you will build
Func Spec
What you will build
WBS Fantasy timeline
Change Requests Reality
Monday, March 31, 14
TECHNICAL SKILLS
Monday, March 31, 14
JUST LEARN:
Linux
Apache/NGINX
Vim
How to code
Drupal: Entities/Taxonomy/Users
Drupal: Site Building
Drupal:Theme Layer
Drupal: Panels? Domain Access?
Display Suite?
Drupal: the config & content
database knot
Drush
IDE
MySQL
Application layer IP: http, ftp, ssh, ssl/
tls, dns,
telnet, ldap
Wireframing
html
CSS
javascript
PHP
SASS
xml
rss
REST/api
CRUD
CI
simpletest
caching
reverse proxy caching
performance testing
New Relic
Symfony
ux/ui
SEO
Version control
Photoshop
provisioning
QA/selenium/behat
SOAP
PCI compliance
Virtualization
Vagrant
Composer
Monday, March 31, 14
JOHNNIE’S KEYS LEARNINGS
• Drupal Ladder
• Buildamodule
• Modules Unraveled
• Drupalize Me
• Google is your friend
• Have smart friends
• Someone on D.O
has probably had
same problem
Monday, March 31, 14
ALWAYS BE LEARNING
• Projects aren’t the best place for it
• Build your own plan
• Things you should focus on:
Monday, March 31, 14
JOHNNIE’S RECCOMENDATIONS
• Google is your friend
• someone on D.0 has probably done it before....
Monday, March 31, 14
SCOTT’S RECOMMENDATIONS
• 1,000,000 questions
• 90 days of …
• Books:
• D7 Module development
• Front EndTheming
• Build a Megasite
• Do your own retrospective
• Immersion: Podcasts, Blogs,
Meetups, Classes
• Camps/cons
Monday, March 31, 14
SAMPLE 90 DAY SPRINT
• Objectives:
• Code everyday
• Build a site with CDN, SSL, SOLR, Redis
• Content from Feeds
• Deliverable: Site, Notes, Commits, Retrospective
Monday, March 31, 14
SAMPLE/HTTP
Monday, March 31, 14
MY RECOMMENDATIONS
• BloomsTaxonomy
• Knowledge: RepeatTerms; “List”
• Comprehension: Understands
how to repeat examples;
“Describe”
• Application:When to use;
“Apply”
• Analysis:Why that works;
“Appraise”
• Synthesis: Extend knowledge;
“Create”
• Evaluation: Understands the
entire sphere; “Predict”
Monday, March 31, 14
OTHER PM SKILLS
• Organization
• Look for the similarities
• Set expectations early: Kickoff, Onboarding, Change requests, Decisions, Estimation
• Think Binary
• Pick your tools and get to know it
• PMTool (Excel)
• Waterfall/Agile/Scrummerfall
Monday, March 31, 14
TRACKING PROGRESS
守: Obey 破: Detach 離: Depart
Drupal
Linux
Apache/NGINX
MySQL
PHP
X
X X
X
Monday, March 31, 14
SOFT SKILLS
Monday, March 31, 14
Monday, March 31, 14
• How to handle 11th hour stakeholder
Monday, March 31, 14
• How to handle 11th hour stakeholder
• Working with the enemy of success
Monday, March 31, 14
• How to handle 11th hour stakeholder
• Working with the enemy of success
• How to handle black swan events 
Monday, March 31, 14
• How to handle 11th hour stakeholder
• Working with the enemy of success
• How to handle black swan events 
• How to handle the 11th hour stakeholder brought in by the project enemy during a
black swan event
Monday, March 31, 14
7 HABITS
1. Constant Self Improvement
2. Confrontation: Get Good At It
1. “No,”“Not yet,”“That is out
of scope”
3. Be Fun & Interesting
4. Ask, Listen, and Repeat
5. Relentlessly attack blockers
6. “Success” is subjective:
1. Detach with Love
2. Champion the project
7. The last 20% is what makes
you a great PM
Monday, March 31, 14
PROMISES
• Projects will succeed
• Authority andTrust will grow
• You will be surprised at what comes out of your mouth
• You will work more efficiently (so you may be busier, but less reactive!)
• You will be able to do the stuff you have in your head
Monday, March 31, 14

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Becoming a Drupal Technical Project Manager

  • 2. ABOUT SCOTT • Current: Director of Customer Success @Pantheon • Past: Support Manager, Promet Solutions, Drupal dev shop • Service Manager, MSP in Chicago • IT Project Manager, Consultant; Oilily, Chiasso • Management Consulting • Certified Scrum Master Monday, March 31, 14
  • 3. ABOUT JOHNNIE • Current: Senior Project Manger @Prometsource • Recovering Developer • Construction Management • Certified Scrum Master Monday, March 31, 14
  • 4. RAREST ORCHIDS Kinds of PMs in Drupal: • PreviousTech Exp • Owner • PMbot • “Assistant” Monday, March 31, 14
  • 6. WHAT ITTAKES 1. PM skills 2. Technical knowledge 3. Soft skills Monday, March 31, 14
  • 9. AGILITY • In general, agility is defined as "the ability of a [system] to rapidly respond to change by adapting its initial stable configuration” • agility or nimbleness is the ability to change the body's position efficiently, and requires the integration of isolated movement skills using a combination of balance, coordination, speed, reflexes, strength, and endurance Monday, March 31, 14
  • 10. AGILE MANIFESTO • We are uncovering better ways of developing software by doing it and helping others do it.Through this work we have come to value: • Individuals and interactions over processes and tools • Working software over comprehensive documentation • Customer collaboration over contract negotiation • Responding to change over following a plan • That is, while there is value in the items on the right, we value the items on the left more. Monday, March 31, 14
  • 11. LIES ABOUT AGILE • It is a silver bullet that fixes all problems • Agile is the right approach for all projects • One Agile framework is good for all the projects you do. • Agile will stop you from making bad decisions • Agile will immediately show results • All clients love Agile • Your love life will improve if you adopt agile. Monday, March 31, 14
  • 12. AGILE FLAVORS Agile Modeling Crystal Clear Dynamic Systems Development method (DSDM) Exia Process Extreme Programming (XP) Feature Driven Development Open Unified Process (Open UP) Scrum VelocityTracking Kanban Monday, March 31, 14
  • 13. WATERFALL it just flows! • Discovery • Planning • Development • Implementation Monday, March 31, 14
  • 15. DUNDER-MIFFLIN ♥’S WATERFALL Document Objective SOW What client wants Charter Attributes of Project PRD What you will buildTRD What you will build Func Spec What you will build WBS Fantasy timeline Change Requests Reality Monday, March 31, 14
  • 17. JUST LEARN: Linux Apache/NGINX Vim How to code Drupal: Entities/Taxonomy/Users Drupal: Site Building Drupal:Theme Layer Drupal: Panels? Domain Access? Display Suite? Drupal: the config & content database knot Drush IDE MySQL Application layer IP: http, ftp, ssh, ssl/ tls, dns, telnet, ldap Wireframing html CSS javascript PHP SASS xml rss REST/api CRUD CI simpletest caching reverse proxy caching performance testing New Relic Symfony ux/ui SEO Version control Photoshop provisioning QA/selenium/behat SOAP PCI compliance Virtualization Vagrant Composer Monday, March 31, 14
  • 18. JOHNNIE’S KEYS LEARNINGS • Drupal Ladder • Buildamodule • Modules Unraveled • Drupalize Me • Google is your friend • Have smart friends • Someone on D.O has probably had same problem Monday, March 31, 14
  • 19. ALWAYS BE LEARNING • Projects aren’t the best place for it • Build your own plan • Things you should focus on: Monday, March 31, 14
  • 20. JOHNNIE’S RECCOMENDATIONS • Google is your friend • someone on D.0 has probably done it before.... Monday, March 31, 14
  • 21. SCOTT’S RECOMMENDATIONS • 1,000,000 questions • 90 days of … • Books: • D7 Module development • Front EndTheming • Build a Megasite • Do your own retrospective • Immersion: Podcasts, Blogs, Meetups, Classes • Camps/cons Monday, March 31, 14
  • 22. SAMPLE 90 DAY SPRINT • Objectives: • Code everyday • Build a site with CDN, SSL, SOLR, Redis • Content from Feeds • Deliverable: Site, Notes, Commits, Retrospective Monday, March 31, 14
  • 24. MY RECOMMENDATIONS • BloomsTaxonomy • Knowledge: RepeatTerms; “List” • Comprehension: Understands how to repeat examples; “Describe” • Application:When to use; “Apply” • Analysis:Why that works; “Appraise” • Synthesis: Extend knowledge; “Create” • Evaluation: Understands the entire sphere; “Predict” Monday, March 31, 14
  • 25. OTHER PM SKILLS • Organization • Look for the similarities • Set expectations early: Kickoff, Onboarding, Change requests, Decisions, Estimation • Think Binary • Pick your tools and get to know it • PMTool (Excel) • Waterfall/Agile/Scrummerfall Monday, March 31, 14
  • 26. TRACKING PROGRESS 守: Obey 破: Detach 離: Depart Drupal Linux Apache/NGINX MySQL PHP X X X X Monday, March 31, 14
  • 29. • How to handle 11th hour stakeholder Monday, March 31, 14
  • 30. • How to handle 11th hour stakeholder • Working with the enemy of success Monday, March 31, 14
  • 31. • How to handle 11th hour stakeholder • Working with the enemy of success • How to handle black swan events  Monday, March 31, 14
  • 32. • How to handle 11th hour stakeholder • Working with the enemy of success • How to handle black swan events  • How to handle the 11th hour stakeholder brought in by the project enemy during a black swan event Monday, March 31, 14
  • 33. 7 HABITS 1. Constant Self Improvement 2. Confrontation: Get Good At It 1. “No,”“Not yet,”“That is out of scope” 3. Be Fun & Interesting 4. Ask, Listen, and Repeat 5. Relentlessly attack blockers 6. “Success” is subjective: 1. Detach with Love 2. Champion the project 7. The last 20% is what makes you a great PM Monday, March 31, 14
  • 34. PROMISES • Projects will succeed • Authority andTrust will grow • You will be surprised at what comes out of your mouth • You will work more efficiently (so you may be busier, but less reactive!) • You will be able to do the stuff you have in your head Monday, March 31, 14