|
Checklist Item |
Details |
✅ |
|---|---|---|
Management Part |
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Manage the Setup of the necessary development environment/other resources (stage, Git, accesses) |
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Develop and distribute status reports (as identified in the Communication Plan) |
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Manage project’s issues, risks and changes. Take appropriate action as necessary |
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Update documentation/Baseline/Schedule along the way when necessary |
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Monitor and Document items for Lessons Learned – Best practices |
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Daily/weekly statuses |
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Conduct Retrospectives |
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Manage the Team’s issues, risks, changes (1-on-1’s) |
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Do iterative Estimating and Planning (choose one of the techniques) |
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Monitor Metrics/ adjust processes |
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Present an overview of every sprint before starting |
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Report about the updates after the release, perform a demo after the end of every sprint. Ideally, the team-lead takes part in a demo with the client. |
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Technical Aspects |
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Set up a stage access to for the client |
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Stablish monitesation strategy from a customer |
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Connect a domain name + access to the domain |
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Mailchimp setup (create the account & letter template, receive api key & list ID) |
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SMTP configuration for email sending |
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When transferring a client’s database to our stage server, check if there are any triggers that automatically send mailing to users |
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After moving the site to live, delete test users and change passwords in WP / admin-panel; change test emails to client’s emails |
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Create the accounts for the clients |
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Determine the optimal transfer time and make sure it is not Friday |
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Receive all accesses (cPanel, ftp, phpMyAdmin, etc) |
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Prepare the backup – rollback plan |
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Transfer file database in advance |
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Check cookies popup |
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Add client’s email to the contact forms |
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Check redirects www/http/https |
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Update the database for the presence of hard links from the stage (the same applies to emails) |
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Set up 301 redirects |
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Transfer & check NS for emails |
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|
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Use cacher (Gzip & Cache) |
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Create 404 page |
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Asset minification |
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Asset compressions |
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SEO |
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Clarify what methods of website promotion the customer plans to use (focus on our SEO checklist) |
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Copy (find out) all tracking codes and links with third-party services and install |
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Propose to use Hotjar for error analysis |
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|
Check h1/h2/h3 (h1 should be bigger than h2, etc) |
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Help with Google Analytics setup |
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Google Ads setup |
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Setup webmaster tools |
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index vs no-index – remind the client about the indexing of the site in Google Webmaster tools, after transferring the project to live. – https://prnt.sc/10zx5z1 |
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Implement pagespeed guidelines |
||
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Record page speed stage + after go-live |
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Add Sitemap & Robots.txt + send to google Sitemap |
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Check OG markup and structured data markup |
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Checking for errors in Search Console after reindexing |
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Add meta-titles and descriptions |
||
Category: PM Team Space
-
Project Execution Checklist
-
Project Design, Discovery & Planning Checklist
Project Design, Discovery & Planning Checklist
Checklist Item
Details
✅
Discovery Checklist
Identify & Interview the Stakeholders:
-
Get their vision/initiate the process of setting goals for the project
-
Get their vision/initiate the process of setting Success Criteria for the project
-
Document in main project doc. their overall expectation for the project, which will have to be managed in the future
Choose the Project Management Approach towards the project, approve with stakeholders and sponsor
Identify who & where (Slack, email) will receive updates on the project and when (Communication/Reporting Plan)
Identify how to communicate the changes from customer to PM (slack, email, etc.)
Determine a set of Metrics to track
Conduct Event Storming/User Story Mapping
Design Checklist
Site structure
Resolutions + Mobile/tablet version
UI kit
Exportable assets
SVG icons
Fonts (paid or free/google fonts link or archive)
Animations
Email templates
404 page
Thank you page
Website under construction page (if needed)
Check images & fonts licences
Notifications styles (error messages, popup,..)
Favicon
Project Planning
Create checklists
Determine QA criterias
Create a Project Space in Confluence to store all developed documentation:
-
Project Charter (link to template)
-
Change/Issue/Risk Management ()
-
Internal/External Reporting (link to template)
Create Slack channel for internal communication
Create a project in Jira
Hold a Technical Analysis meeting after designs are approved:
-
It’s has to be done by the Tech Lead, who is appointed by CTO (or/and CTO himself), and with the Product Lead support, appointed by the VP of Product.
-
The result of this meeting should be a detailed understanding of how this project will be developed from technical point of view, and what technical risks will be present.
Finalize the Scope, create backlog in Jira
Create Milestone Breakdown and Schedule for the project (Baseline):
-
This should be done with the team, via in person meetings. Make sure Product Lead is synced with project Sponsor on the priorities and vision for the project. Breakdown the project into milestones, estimate the activities, and develop project schedule.risks
-
The people who will be execution the project – should estimate it
-
Estbalish budget for project
-
Establish a deadline
Get content from the customer (text, images, etc)
Go to Prod strategy:
-
Offer the hosting configuration support, best options for the hosting (WPengine, DigitalOcean)
Establish change proces (design change,etc)
Kickoff Meeting (by PM and client):
-
Present development plans with objectives and milestones for the project (timeline, iterations) in a standardised format. Possibly get the client acquainted with the team-lead.
-
Internal/External Reporting Template
Please send this report to the following list of recipients: management@cheitgroup.com
Project Schedule & Scope Status
Scope/Projects
Status
Initial ETA
Current ETA
Initial Budget
Current Budget
Update
Project 1
ON TRACK
10/11/21
10/11/21
100h
50h
Project 2 – Milestone 1
WITH RISK
10/11/21
10/15/21
100h
50h
Project 2 – Milestone 2
DELAYED
10/08/21
10/18/21
100h
50h
Issues/Risks/Changes:
Issues/Risks
Status
Impact
Updates / Action points
Issue: Missing designs for Phase 2.0
RESOLUTION IN PROGRESS
This will have an impact on the ETA for Phase 2.0
Follow up with the customer to provide design ASAP.
Risk: 3rd party library
HIGH RISK
This might have an impact on the project timeline
Do a SPIKE to investigate and update estimation on library implementation
Change Requests:
Additional requirements for Phase 2.0
EVALUATION IN PROGRESS
budget increase for 20h
Confirm budget, timeline and scope changes with the client after evaluation.
-
Project Master Documentation Template
Project Brief
-
state business context(need), state or link program/project goals and KPIs
Project Artefacts
-
include Jira board, project plan, designs, relevant documents etc.
Project Constrains
-
Deadline:
-
Budget:
-
etc.
Team
Role
Info
Customer
Name, contact info (email, phone)
Project Manager
Tech Lead
Dev 1
Dev 2
QA
Status Summary
Overall Status:
Phase / Milestone
Scope / Deliverables
Status
ETA/Deadline
Comments
Phase 1.0
Epic / short or deliverables scope description. Please mention limitations if applicable.
Release Date:
Phase 2.0
ETA:
Closed Beta / Open Beta / MVP / GA
Deadline:
-
-
RFP Quote Template
This is a template of our initial offer to a potential customer. This is being sent after initial investigation, analysis, and estimation of the project by PM and Dev team.
https://docs.google.com/document/d/1pUgPG6g8Y-yBf7Z9NxVURksvSM-CLazhsiBVr_9ND8A/edit
-
PM responsibilities @ CheITGroup
PM Roles and Responsibilities Matrix
With a client
Within a Dev. team
Within PM Team
-
PM acts as the face of the campaign in front of the client, therefore, high-quality communication is the key to successful cooperation
-
Motivating, supporting and guiding the project team
-
Mentoring others in the area of project management
-
Promptly respond to any client’s requests
-
Coordinating the development of design and software solutions, taking full ownership of the process if needed
-
Continually monitoring and improving delivery quality against best software development practices
-
Understanding the business of our clients, and working in a way to help them grow and succeed through our services
-
Have a proper technical knowledge allowing smooth communication with developers, product designers and QA specialists
-
Reviewing and improving the current processes, creating new ones, implementing novel tools and solutions
-
Assisting our clients in making key decisions at every stage of product development
-
Backlog management (acting as Product Owner)
-
Check, track and predict developers workload
-
Using data and appropriate metrics to drive your decisions and improve your projects
-
Agile / Lean delivery champion (acting as Scrum Master)
-
Visibility/Transparency on overall Program & individual project’s status & plans (roadmap, milestones, etc)
-
Being ready to face unpredictable situations and coming up with the best possible solutions
-
Dependency Management
-
Resources allocation/Capacity Management;
-
Have a good command of written and spoken English
-
Risks escalation & management
-
Visibility/Transparency on overall Program & individual project’s status & plans (roadmap, milestones, etc)
-
Change management
-
Be proactive in providing updates and project status.
-
Visibility/Transparency on Commitment’s status & plans
-
Release Cycles management;
-
SDLC management and improvement
-
Execution, delivering on time, on scope, quality
-
Removing impediments within day to day work
PM Activities through project process
Desired hard skills (just thoughts):
-
Project Management;
-
Kanban (and other SDLC Methodologies);
-
Scrum Master;
-
Jira;
-
Product Owner;
-
Lean Six Sigma;
-
PMP Certification;
-
Agile delivery methodology and mindset (estimation, planning, execution);
-
Event Storming/Modeling, User Story Mapping, other project discovery tools, and methodologies;
-
-
Project Process Flow
Problem: There is no standard for Initiating and kicking off a project. Defining such a standard will help make sure that all-important actions are done at the beginning of the project, which will ensure knowledge sharing, alignment of goals/scope/timelines, as well as enforce company standards for the execution phase of the project.
Below is a proposal for such a process/checklist.
-
Exploration and Knowledge Gathering (by PM and client)
Basics call with the client:
– get to know each other
– define the scope of the project
– set goals
Exploration call:
– flesh out goals
– discuss design direction in-depth
– clarify any vague concepts. -
Internal strategy workout (by PM and dev team)
– Setting up the Developing team, define the team-lead for the project
– Formulate a list of tasks, proposal of project to dev team for developing
– Estimating the collected tasks and setting up a development timeline -
Kickoff Meeting (by PM and client)
– Present development plans with objectives and milestones for the project (timeline, iterations) in a standardised format. Possibly get the client acquainted with the team-lead. -
Content Creation and Organisation (by PM)
– collect text, videos, photos, testimonials, graphics, charts, graphs — any content needed for the design to kick off -
Product’s Design
– the designer creates multiple design concepts and directions for client to review and choose from, review the versions with a team-lead and present them to the client after approval
– seek feedback on the direction the project is taking -
Website Development
– Start programming and implementing all the functionalities according to the schedule. PM keeps track of the correspondence between approved timeline and development, in case any issues arise – the PM may
– Set up a stage access to for the client
– Present an overview of every sprint before starting
– Report about the updates after the release, perform a demo after the end of every sprint. Ideally, the team-lead takes part in a demo with the client.
-
