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Created June 5, 2013 07:25
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Onboarding process checklist

see session slides http://kae76.github.io/onboardingprocess_presentation/

Make sure you have:

  • On boarding documentation

    • Codebase location
    • Install profile instructions
      • Can drush site-install be used or GUI only
      • Content generation scripts? Built into profile, bash or other method?
    • Wiki location
    • Design/theme styleguide
    • Naming conventions for features, modules, themes
    • Theming instructions
      • Main theme to be used
      • Preprocessor setup if exists (SASS/LESS, terminal, modules, local or server based)
      • Custom module theming inside module or theme (location of template, CSS & JS)
  • Introduction session after giving them a brief of their role to read

  • Communication tools

    • How does the team communicate
    • Skype/irc/other?
  • Development procedures

    • type of procedure
      • Brief intro and/or links about procedure (agile, kanban, CI, deployment)
      • Explanation of implementation of procedure
      • Who to ask for help
    • Source control management
      • CI while always working on a single branch
      • Ticket based branches per task: documented solution/execution
      • Code review via Pull requests?
    • Point of contact per category question
      • Question for designs or styleguide implementation
      • Functionality - UX issues
      • Task allocation
      • Admin/Finance queries
    • Deployment/Build
      • How to?
      • How often?
      • Updates on build changes (new functionality affecting current tasks)
    • Ticket system
      • Concise, one line titles
      • Bullet point description
      • Internal link to relevant tickets
      • Commit linked comments
      • Time based tickets/tasks - ability for dev to add time tracking
    • Technical specification
      • Modules used broken down into features they implement
      • Modules present but not used and their role (development/staging...)
  • Project Management

    • Practises/Methodology
    • Resources/intro to methodology: don't assume they know
    • Implementation: format of scrum/standup (what's the difference)
  • Easy feedback solution needed

    • Independent of project

Why these recommendation?

  1. Reduce lost time on setup
  2. Help communication frustrations & breakdowns
  3. increase productivity
  4. Minimal bug and defects carry through to client demos
  5. Learning and Mentoring process built-in
  6. Happy people = infinite loop of productivity!

Tackle your project like OSS software, on GitHub: you would always have the minimum:

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