Planning and Managing Drupal Projects

A Caveat

The goal of this guide isn’t to teach specific project management techniques. Every Drupal team and site builder has their own approach to creating projects, and it’s hard to pin down one “right” way to create in Drupal. The key to appropriate planning, then, is:

1. Knowing what you have to create. This is where the site planning and discovery process, discussed in Chapter 2, is especially useful.

2. Knowing what you’ll need to do in order to get the job done. This will vary depending on the project, but there are some important factors to consider in Chapter 3.

3. Knowing how to walk clients through the process. In Chapter 4, I share some of my experience from years of working with clients, including proposing and estimating projects, handling difficult conversations, and creating effective documentation.

In the last chapter, I share some of the client documentation I’ve developed over six years of running a design studio and estimating Drupal projects. The content is available under Creative Commons, so you are free to use and adapt it as you like.