Your Drupal Sitebuild: Plan or Perish!

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BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com Your Drupal Sitebuild: Plan or Perish! July 31, 2014

description

One of the key challenges when planning a Drupal project is that there are many moving parts. Drupal allows you to quickly and easily build a wide variety of web sites, from simple blog sites to extremely complex sites that integrate with other systems. In order to maximize what Drupal can do for you, you need to plan. This year at Capital Camp and Gov Days, we walked through our planning process for a typical Drupal redesign project. Our session covered: Ways to expedite the planning process with templates. How to define the scope of your project and create a collaborative document to track tasks and ownership of each task. How to provide clear direction to your team during the build process. How to monitor and be accountable for all the moving parts of a Drupal project. We also walked everyone through our sitebuild worksheet where we document our: Content Types Modules Taxonomy Terms Views Blocks Content Migration QA

Transcript of Your Drupal Sitebuild: Plan or Perish!

Page 1: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com

Your Drupal Sitebuild: Plan or Perish!

July 31, 2014

Page 2: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 2

BALANCE INTERACTIVE AN OVERVIEW

Balance Interactive creates exceptional digital experiences that empower

businesses.

Our ultimate objective is to help clients unlock their competitive

advantage by realizing how the intersection between marketing and

technology can foster growth.

Page 3: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 3

Introductions

• Jeannette Modic

Senior Web Developer

@drupaljen

• Jill Handman

Developer

Page 4: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 4

PREBUILD PLANNING

Page 5: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 5

Benefits of our Sitebuild Worksheet

• Accountability

• Tracking Project Progress

• Collaborative

• Delegate small tasks

• Use best practices

• Reusability

Page 6: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 6BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com

Prebuild Meeting

• Purpose: Get everyone in a room and put together the sitebuild worksheet

• Team Members: Project Manager, Lead Developer, Usability Expert, and

Content Strategist

• Use Google Docs, so everyone can see the progress and contribute during

the meeting.

• Content Strategist starts the worksheet with the known content types, so we

aren’t in the meeting FOREVER!

Page 7: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 7BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com

Support Documents

• Functional Requirements

• Wireframes

• Design Comps

• Sitemap

Page 8: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 8BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com

How we break out the worksheet

• Content Worksheet: Content Inventory, used by content team to map old content to new

content and track migration

• Modules: List of modules we are using – can be used after launch to help track security

and feature updates

• Taxonomy Terms: List of Vocabularies and terms

• Content Types: List of content types and their fields

• Image Presets: All the different image sizes defined in the design

• Views: All the views

• Blocks: All the blocks

• QA Checklist

Page 9: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 9

QUESTIONS?

Thanks for coming!

Page 10: Your Drupal Sitebuild: Plan or Perish!

BALANCE INTERACTIVE | 8136 Old Keene Mill Road, Suite A-207, Springfield VA 22152 | T: 703.451.8675 | F: 703.783.0392 | www.balanceinteractive.com 10

• Follow up blog will be up on balanceinteractive.com by Monday with the

sitebuild worksheet template for you to download.