[srijan wednesday webinars] client wrangling your way to great projects
TRANSCRIPT
@srijan #SrijanWWWelcome
Client Wrangling™ Your Way to Great Projects
If you find yourself in a hole, the first thing to do is stop digging. -- Will Rogers
Susan Rust @Susan_Rust
@srijan #SrijanWWWelcome!
• Thanks to Priyanka, Srijan and all of you for being here today!
• We’re going to take a quick poll to see who is here.
• Priyanka will share the results.
@srijan #SrijanWWThe End
Let’s reverse engineer our
webinar and look at the
tools used in successful
Client Wrangling.
@srijan #SrijanWWSolution is Client Wrangling
1. Close the Gap
2. Reduce Risk
3. Build Trust
4. Communicate
5. Follow Process
@srijan #SrijanWWFacets of Client Wrangling
1. Close the Gap
5. Create Process
2. Reduce Risk
4. Communicate
3. Build Trust
1
2
3
4
5
@srijan #SrijanWWProject PhasesClient Wrangling DevelopmentPlanning
ANALYSIS:Closing the GapManage ExpectationsWeb Objectives Site AuditStakeholdersContent Analysis3rd-Party IntegrationTrainingContent TypesUser StoryboardsTaxonomiesDashboardsWorkflow
ARCHITECTURE:DrupalData modelContentMigrationIntegrationDeploymentPerformanceScalingViewsWireframes
DEVELOPMENT:BuildMigrateIntegrateDesignThemeUpdate DocsComplete TicketsAllocate ResourcesTrack Burn RateDemos
Launch
QA / UATTestingTimeline for UATDashboardsHostingBetaFeature Polish
@srijan #SrijanWWFacets of Client Wrangling
1. Close the Gap
5. Create Process
2. Reduce Risk
4. Communicate
3. Build Trust
1
2
3
4
5
@srijan #SrijanWWCommunication Gap
What Developers
Know
Drupal, Beer, Coffee
What Clients Know
Their Stuff
The Gap
@srijan #SrijanWWBusiness Rules
• A web project is often the catalyst for a rewrite of their own business rules.
• Clients often ne http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&ved=0CAcQjRw&url=http%3A%2F%2Fpixshark.com%2Fstone-heel-caveman.htm&ei=vGv2VKzpBMW1ggSQgYOoBA&bvm=bv.87519884,d.eXY&psig=AFQjCNGQYMfQ-BjmbK_cYLRfIjk1QdMbJQ&ust=1425521845412535 ed help making the leap from manual to web processes.
New Client
Bored Engineer
@srijan #SrijanWWMaking the Gap Worse!
Anything you want.
Drupal cando anything.
What can I have?
What can Drupal do?
Bigger Gap
@srijan #SrijanWWSample Text From Customer
• Possibly categories can be extracted automatically from the content if a particular text format is used during text upload.
• A single magazine issue consists of many articles per week, which cover a broad spectrum of activities.The content section will cover multiple web pages, which requires an easy navigation concept. A mixture of images and text shall attract potential readers to select an article and to navigate to the according page.
• The user Interface needs to present a fixed structure of content elements which allow regular users (or traditional print magazine readers) to understand and use the provided structure:
• A good concept can be found with www.flipboard.com
• Likewise, a browser add-on may be necessary to produce the desired user experience.
@srijan #SrijanWWSample Text From Customer
• Possibly categories can be extracted automatically from the content if a particular text format is used during text upload.
• A single magazine issue consists of many articles per week, which cover a broad spectrum of activities.The content section will cover multiple web pages, which requires an easy navigation concept. A mixture of images and text shall attract potential readers to select an article and to navigate to the according page.
• The user Interface needs to present a fixed structure of content elements which allow regular users (or traditional print magazine readers) to understand and use the provided structure:
• A good concept can be found with www.flipboard.com• Likewise, a browser add-on may be necessary to produce the
desired user experience.
@srijan #SrijanWWAllocating Resources
clientwrangling architecture development design/
themeuat / bugs
feature polish
10% 30% 30% 15%10%
20% budget 60% budget = $42k
@srijan #SrijanWWCW = Closing the Gap
MVPGood $$
Reasonable Timeline
Partner Understands their needs
@srijan #SrijanWWDiscovery
1
2
3
4
5
2. Reduce Risk Study their business, manage their
expectations, have a process.
@srijan #SrijanWWManaging Risk
• A web project is often the catalyst for a rewrite of their own business rules.
• Clients often ne http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&ved=0CAcQjRw&url=http%3A%2F%2Fpixshark.com%2Fstone-heel-caveman.htm&ei=vGv2VKzpBMW1ggSQgYOoBA&bvm=bv.87519884,d.eXY&psig=AFQjCNGQYMfQ-BjmbK_cYLRfIjk1QdMbJQ&ust=1425521845412535 ed help making the leap from manual to web processes.
New Client
Bored Engineer
@srijan #SrijanWWThey Think This:
• A web project is often the catalyst for a rewrite of their own business rules.
• Clients often ne http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&ved=0CAcQjRw&url=http%3A%2F%2Fpixshark.com%2Fstone-heel-caveman.htm&ei=vGv2VKzpBMW1ggSQgYOoBA&bvm=bv.87519884,d.eXY&psig=AFQjCNGQYMfQ-BjmbK_cYLRfIjk1QdMbJQ&ust=1425521845412535 ed help making the leap from manual to web processes.
@srijan #SrijanWWRFP, SOW, Client Specs
• A web project is often the catalyst for a rewrite of their own business rules.
• Clients often ne http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&ved=0CAcQjRw&url=http%3A%2F%2Fpixshark.com%2Fstone-heel-caveman.htm&ei=vGv2VKzpBMW1ggSQgYOoBA&bvm=bv.87519884,d.eXY&psig=AFQjCNGQYMfQ-BjmbK_cYLRfIjk1QdMbJQ&ust=1425521845412535 ed help making the leap from manual to web processes.
@srijan #SrijanWWSample Text From Customer
• Possibly categories can be extracted automatically from the content if a particular text format is used during text upload.
• A single magazine issue consists of many articles per week, which cover a broad spectrum of activities.The content section will cover multiple web pages, which requires an easy navigation concept. A mixture of images and text shall attract potential readers to select an article and to navigate to the according page.
• The user Interface needs to present a fixed structure of content elements which allow regular users (or traditional print magazine readers) to understand and use the provided structure:
• A good concept can be found with www.flipboard.com
• Likewise, a browser add-on may be necessary to produce the desired user experience.
@srijan #SrijanWWSample Text From Customer
• Possibly categories can be extracted automatically from the content if a particular text format is used during text upload.
• A single magazine issue consists of many articles per week, which cover a broad spectrum of activities.The content section will cover multiple web pages, which requires an easy navigation concept. A mixture of images and text shall attract potential readers to select an article and to navigate to the according page.
• The user Interface needs to present a fixed structure of content elements which allow regular users (or traditional print magazine readers) to understand and use the provided structure:
• A good concept can be found with www.flipboard.com• Likewise, a browser add-on may be necessary to produce the
desired user experience.
@srijan #SrijanWWUser Stories
Hidden Stakeholders
Understanding the client’s business goals and objectives surfaces hidden stakeholders and functionality.
@srijan #SrijanWW1000 Words
Lorem ipsum dolor sit amet. consectetur adipiscing elit. Integer nec odio. Praesent libero. Sed cursus ante dapibus diam. Sed nisi. Nulla quis sem at nibh elementum imperdiet. Duis sagittis ipsum. Praesent mauris. Fusce nec tellus sed augue semper porta. Mauris massa. Vestibulum lacinia arcu eget nulla. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Curabitur sodales ligula in libero.
Sed dignissim lcinia nunc. Curabitur tortor. Pellentesque nibh. Aenean quam. In scelerisque sem at dolor. Maecenas mattis. Sed convallis tristique sem. Proin ut ligula vel nunc egestas porttitor. Morbi lectus risus, iaculis vel, suscipit quis, luctus non, massa. Fusce ac turpis quis ligula lacinia aliquet. Mauris ipsum. Nulla metus metus, ullamcorper vel, tincidunt sed, euismod in, nibh.
@srijan #SrijanWW
CSV File
Project: Supercool WebsiteUsers & Roles
A Few Good Pictures
• User Stories
• Storyboard
• User Dashboards
@srijan #SrijanWWWorkflow per Content Type
• Workflows for each content type create clarity for clients.
@srijan #SrijanWWTechnical Debt
• What it is technical debt?
• Who owns technical debt?
• Share each time they incur technical debt and let THEM make the choice
@srijan #SrijanWWTechnical Debt Matrix
Tech Debt
Minimal Debt
Moderate Debt
High Debt
Must Have
Wanted
Like to Have
@srijan #SrijanWWRisk Matrix
Risk DooB Light Custom
Heavy Custom
Low Risk 1/1 1/2 1/3
Mod. Risk 2/1 2/2 2/3
High Risk 3/1 3/2 3/3
@srijan #SrijanWWCost Matrix
Cost Low $ Mid $ Unknown
Low hours 1/1 1/2 1/3
Mod. hours 2/1 2/2 2/3
Unknown 3/1 3/2 3/3
Low Risk
Mod. Risk
High Risk
@srijan #SrijanWWAuthority
• Have Checks & Balances
• Allow Team to Throw a Red Flag
• Agree How to Triage
@srijan #SrijanWWSprint Updates
• Create Top Level Tickets• Allocate Resources• Monitor Build• Watch Burn Rate• QA / Test• Demo to Client• Get Feedback• Update Docs• Change Orders / Backlog / Next Phase• Get Sign Offs from Architect and Client• Send out Update Emails
@srijan #SrijanWWCommunication
• Say no go to bad clients
• Say no to good clients when it’s necessary
• Say no when you won’t succeed
• Speak frankly, don’t be afraid
@srijan #SrijanWWLots of Input, Need Output
Storyboard Estimate SoWProposal UAT
Emails Meetings Calls Client DocsRFPs
@srijan #SrijanWWClarify
• Do not use BACKLOG to mean the following:• Bug• Backlog (in scope, doing later)• New Feature (requires a Change Order)• Next Phase (needs architecture, impacts development
timeline or budget)
• Use the correct language
@srijan #SrijanWWStoryboard Morphs!
Change Orders Estimate SoWProposal UAT
Emails Meetings Calls Client DocsRFPs
@srijan #SrijanWWGrows With the Project
discovery architecture development design/theme uat / bugs
5% 10% 30% 30% 15%10%
audit
Storyboard QA / UAT
@srijan #SrijanWWNot a Ticket:
• Build a view
• 8h
Always add dashboard block
Really? 10?
Every config. in the ticket
@srijan #SrijanWWFacets of Client Wrangling
1. Close the Gap
5. Create Process
2. Reduce Risk
4. Communicate
3. Build Trust
1
2
3
4
5
@srijan #SrijanWWProject PhasesClient Wrangling DevelopmentPlanning
ANALYSIS:Closing the GapManage ExpectationsWeb Objectives Site AuditStakeholdersContent Analysis3rd-Party IntegrationTrainingContent TypesUser StoryboardsTaxonomiesDashboardsWorkflow
ARCHITECTURE:DrupalData modelContentMigrationIntegrationDeploymentPerformanceScalingViewsWireframes
DEVELOPMENT:BuildMigrateIntegrateDesignThemeUpdate DocsComplete TicketsAllocate ResourcesTrack Burn RateDemos
Launch
QA / UATTestingTimeline for UATDashboardsHostingBetaFeature Polish