Pre Engagement Checklist

“I not only use all of the brains I have, but all I can borrow.” -Woodrow Wilson

This document has three sections, 1) General Questions, 2) Project Management and 3) the Software – Hardware – Vendor Inventory.

Some questions may not be applicable.  Answer the ones that are.  Choose a Project management approach.  We can fill out as much of the inventory as is applicable.

General Questions

Do you have system and accounting controls, policies and procedures in place?
Do you have a flowchart or description of all the actions, activities and responsibilities?

Do you have test and “live” systems to use for implementing this new functionality or test your bug fixes?
Do you have any existing licenses agreement that would require the purchase of additional licenses in setting up a test system?

Do you process credit card payments (PCI DSS)?
Do you have secure procedures for managing keys and other credentials? (key management)

The question for you is, after you do this: “How do you know you got it right?”
Do you require Non-Compete or Non-Disclosure Agreement(s)?

Project Management

I can use the FastTrack, formal or the iterative project management approach.  The formal approach is more suited for projects involving over 5 people with different roles and responsibilities.  The formal approach is used when the client has issued a detailed Request for Proposal.  The iterative approach is suited for most projects where you’re building something smaller than Amazon but bigger than “My Home Page”.  The Fastrack approach is for bug fixes and small extensions and includes the appropriate pieces from the iterative approach.

FastTrack

You provide access information: URLs (Links) and passwords to your site.
Example Activities:
Milestones:  Feasibility and status report: $25, Coding phase 1, 2, 3 etc.

Iterative

Web development with PHP, frameworks, HTML, CSS and JavaScript makes development with prototypes fast and cost effective. I like to work in an iterative fashion. It allows the client time to think and reflect on alternate approaches. I use several analytical and development methodologies; however, I don’t bore my clients with them. I spent many years programming middleware, software that other software uses and relies upon. Programming middleware is like building an INDY race car in a machine shop. Programming the web is like customizing a stock car. There are a lot of parts you can use and how you combine them makes all the difference.

Streamlined project management:

1) Define and elaborate your objectives.
2) Outline your approach(es).
3) Research and evaluate the approaches.
4) Document the current Software/Hardware/Vendor Inventory and Information Flow.
5) Define the terms of the contract and deliverables.
6) Define the deliverables.
7) Establish testing criteria for project completion and acceptance.

Negotiations, Planning, Content, Design, Development, Testing, Final Review, Launch, Maintenance

Formal

Example Project Activities

  1. Preparation and Planning
    1. Briefing
    2. Appraisal of existing web site, IT systems
    3. Confirmation of corporate and marketing objectives
    4. Budget
    5. Roles and Responsibilities
    6. Pilot Selection
    7. Initial timetable
    8. First draft web marketing plan
  1. Content development
    1. Overall look ‘n feel
    2. Standards and templates
    3. Information Architecture
    4. Navigation Paths
    5. Interactions
    6. Writing
    7. SEO
    8. Linking strategies
    9. Page mark up
    10. Response forms / scripts
    11. Other special content
  1. Technical
    1. Server/ provider selection
    2. Mirror sites – if applicable
    3. Server software
    4. Domain registration
    5. Applications development
    6. Transaction and payment systems development e.g. catalogues, shopping baskets
    7. Supported browsers
    8. Development systems
    9. Management processes
    10. Technical standards
  1. Testing and Going Live
    1. Page quality check, validation
    2. Link testing
    3. Coherence consistency checking
    4. Security testing – password access etc.
    5. Transaction testing
    6. Complete testing off-line
    7. User testing
    8. Site uploading
  1. Marketing
    1. Marketing model – ads, referrals etc.
    2. The 7Ps – how are these addressed?
    3. Link negotiation
    4. Marketing ‘hooks’ in each relevant page
    5. Response mechanisms
    6. Entries in search engines
    7. Off-line promotion
    8. Research and feedback
    9. Data Collection (e.g. web stats) and Analysis
    10. Revised marketing plan
    11. SEO
  1. Maintenance
    1. Webmaster activities
    2. Content feedback
    3. Content updating program
    4. Commissioning new content
    5. Supporting new facilities e.g. video plug-ins
    6. Link maintenance
    7. Update release planning
  1. Management Processes
    1. Overall project management – progress vs. plan
    2. User liaison
    3. Legal and contractual (e.g. copyright, data security, etc.)
    4. Release / change control
    5. Performance measurement system
    6. Budgeting
    7. Ongoing roles and responsibilities
    8. Documentation
    9. Process Descriptions
    10. Extracting Lessons
    11. Periodic strategic audits and reviews.

Software – Hardware – Vendor Inventory

Contact Info

Your name

Telephone
SKYPE
Email
Other
Times and preferred methods
Time Zone
Mailing Address
 
 
IM or other contact means
Freenode IRC
Wiki

Vendors
 
Shopping Cart  
Payment vendors
(paypal, credit card) etc
Payment Gateways
Credit Card Processors
 
Fulfillment  
   
   
IBM Tivoli Netezza  
Akamai  
CDN  
Google  
Microsoft  
   

Browser Support

 
Plug-ins and libraries required  
   
   
http://www.section508.gov/  
   
   

Webhost

 
Provider  
Operating System  
Shared or dedicated servers  
IP (see SSL for static )  
CPANEL Name  
   
SSH (PuTTY)  
FTP (SFTP WinSCP)  
VPN  
VNC  
proxy  
   
   
Private secure network  
   
Files
 
WebServer Backup  
Database Backup  
Directory structure to your files  
   
Webserver config
 
Vhosts info
 
PHP  
PHP conf  
Conf Notes  
Phar  
SPL  
Curl  
Pear  
Smarty  
Zend  
Composer  
Guzzle  
XDEBUG  
Perl  
Ruby  
Python / django  
mysqli  
phpinfo  
phpmyadmin auto
   
Phpmyadmin Remote access  
   
Webserver software
 
   
   
Log files  
   
   
   
Amazon  
Cloud  
Virtual Machines
 
Network Monitoring  
   
   
   
   
Database Server
 
MYSQL Database  
   
Username  
PSWD  
   
   
Application Servers

AR/AP/Inventory/
Customer service, Supply chain

 
weblogic, jboss, websphere  
   
Ecommerce

 

 
SSL cert  
SSL Vendor  
Other identifying Certificates
X.509
 
Shopping Cart and Credit Card Info  
Access Control Management Login / registration etc  
PCI DSS info  
   
Advertising?  
   
Firewall  
GnuPG  
   
   
   
   
   
   
   
   
WordPress
 
WordPress Admins  
   
   
WordPress wp-config
DB setting
 
WordPress
wp-config
Both
 
   
Debug  
   
   
   
   
   
WordPress Theme  
   
WordPress Plugins  
   
WordPress Templates  
   
Google SEO
 
   
Developer Keys  
Server Addons  
Sitelock  
   

 

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