Important Projects Blog
Search word(s)

Powered by Movable Type

Important Projects Newsletter

Sign up to receive infrequent email updates from Important Projects.

Email address

Unsubscribe from the newsletter?
Powered by PHPlist2.8.12, © tincan ltd
More Flickr photos tagged importantprojects

flickr Flickr.com

Projects

April 19, 2008

Concern Worldwide "Next Generation Web" Project

Friends & Allies | Projects

Concern Worldwide

Last month when I was in New Orleans for 08NTC I got a call from Enable Interactive in Bristol asking if I wanted to co-pitch with them on a very large CMS/CRM project for Concern Worldwide. We talked about it more when I got back to London, then went for it, then won the contract — w00t!

We were in Dublin at Concern's head office on Monday for the kick-off meeting and I've just spent the last two days in Bristol getting to know the Enable team and working with the folks at Concern to define the objectives for the project (which I'll blog about in another post — I'm quite excited about the work we've done there).

We're still working out our high-level plan for the next several months, but basically we're moving all of Concern's sites to Drupal, very likely integrating with CiviCRM and then with a number of existing systems as well. And we'll being following Scrum to get it all done (and I'm currently looking for an outstanding Scrum trainer in Dublin or London to train the entire team on the framework/process — if you are one or know one please get in touch with me).

Should be fun :-)

Technorati , , , , , , , ,

Posted by Rob at 11:01 AM | Comments [0]

December 09, 2007

Amnesty International Embraces Open Source

Projects

I'm exhausted and can't really express what I'm feeling at the moment, but we're live — the International Secretariat of Amnesty International has re-launched its new, completely re-architected, W3C Web Content Accessibility-compliant, data protection law and privacy legislation-compliant, multi-lingual and totally open source Drupal, CiviCRM and Alfresco-based website. I'll blog in more detail later but in the meantime want to thank Fortune Cookie, CivicActions and the truly amazing group people I've had the pleasure to work with at Amnesty for getting this done :)

Technorati , , , , , , , , , , , , , ,

Posted by Rob at 11:00 PM | Comments [7]

October 18, 2007

Amnesty Enters Final Sprint on Project IMPACT

Projects

candle.gif

I think this is my what — fourth post on Project IMPACT since I started working on it back in January? It's been such an intense and challenging project I simply haven't had time to blog about it properly (or about much of anything else come to think of it — my apologies, Alex, for not responding to your Basecamp workflow or Web of Change session notes yet).

The update, then: we're now heading into our fifth of five development sprints with CivicActions (we've been using Scrum to manage the technical development stream of the project — lots of valuable lessons learned there to relay another time) and are finally beginning to see the light at the end of the tunnel (for the last five months, we've been working to completely rebuild http://amnesty.org in Drupal, integrate the new site with CiviCRM, and to integrate Drupal with Alfresco, the open source document management system Amnesty has selected as a replacement to its existing repository of 100,000+ reports).

Next week, Jenn and Jacob of CivicActions come back to London, the week after that we'll be joined by Sam, and I'm hoping that when we're all in a room together instead of a bunch of different time zones, I'll actually have a chance to blog about the project in more detail. And until then I really should get back to work :)

Technorati , , , , , , , , , , , , ,

Posted by Rob at 07:18 PM | Comments [0]

June 18, 2007

Amnesty Selects CivicActions

Projects

CivicActions

A couple of exciting updates since my last entry on Project IMPACT:

First, the International Secretariat of Amnesty has selected US-based CivicActions as its partner for the technical development stream of the project. Another very hard decision (CivicActions was short-listed for the contract along with Drupal internationalisation module sponsors Development Seed) but one the team at Amnesty is very happy with — we just spent 2 very productive days here in London with the CivicActions team kicking-off this stream of the project and everyone seems very excited about the months ahead :-)

And next, we've just about completed the re-architecture phase of the project. Fortune Cookie has delivered a draft of the user interface specification we plan to use to theme the new site and the folks at CivicActions are busy determining the ways in which it can be "Druplified" — very exciting stuff. There is NO stopping this train ;-)

More soon!

Technorati , , , , , , , , , , , , ,

Posted by Rob at 08:54 PM | Comments [0]

April 16, 2007

Greenpeace UK Launch!

Projects

Greenpeace UK launch

The new Greenpeace UK site is live!

We're still at the Duke of Cambridge celebrating — right after you check out the site and set up an online monthly direct debit donation, come join us :)

Technorati , , , , , ,

Posted by Rob at 10:00 PM | Comments [6]

April 14, 2007

Amnesty Seeks Drupal/CiviCRM Vendor for Project IMPACT

Projects

It's been a while since I've blogged on Project IMPACT but I have big news today!

First off, the International Secretariat of Amnesty has officially chosen Drupal and CiviCRM as the Web CMS and eCRM platforms it will invest in and build its Web infrastructure on going forward — a very big thanks to the great people at Beaconfire for helping to make that happen :)

Next, we're now well underway with the re-architecture phase of the project, having contracted user-centred design, website accessibility and information architecture experts Fortune Cookie to take us through an intensive re-architecture process, the output of which (among other things) will be a (user-tested!) user interface specification to start with in the next phase of the project.

Which brings me to this:

PDF document IMPACT – Technical Development RFP (43 KB)

We're now looking for a dedicated team of 3-5 experienced Drupal/CiviCRM developers to work with us over the next 6 months on this challenging and extremely important project. The deadline for expressions of interest is Friday, April 20 at 09:00 GMT and the rest of the submission details are in the document.

Please let me know if you have any questions at all re the RFP and please pass it on to development vendors you think might be interested :)

Thanks!

Technorati , , , , , , , , , , , ,

Posted by Rob at 06:05 PM | Comments [5]

April 12, 2007

Greenpeace UK Website Launch

Friends & Allies | Projects

Greenpeace UK Website Launch

Just a quick note to let you know that the Greenpeace UK Drupal-powered website I've been working on will be launching sometime in the afternoon on Monday, April 16, and a bunch of us will be getting together afterwards (at approximately 6:30pm) at the Duke of Cambridge in Islington to celebrate — please join us!

If you do plan to come out, please list yourself as attending over at upcoming.org, or on the Drupal UK user group site (so we know how many tables to attempt to reserve). Hope to see you there!

Technorati , , , , , , ,

Posted by Rob at 08:16 PM | Comments [3]

January 17, 2007

Project Manager, CBCF

Friends & Allies | Projects

CBCF logo

My friends at the Canadian Breast Cancer Foundation (CBCF) are looking for a brilliant individual or outstanding small team in Toronto to manage the user acceptance testing, training and roll-out of a grants management system I helped them define the requirements for a little while back.

This is a dream job — from the attached RFP (emphasis mine):

The Canadian Breast Cancer Foundation seeks project management expertise to guide user acceptance testing, quality assurance, training and implementation of a customized national grant-making database in support of the Foundation's charitable investment activities. The project manager (or project management team) will have expertise in optimizing stakeholder input, coordinating and addressing multiple program and stakeholder needs, identifying best practices, managing change, and ensuring that specified software requirements are fully tested and implemented for CBCF's five business units located across Canada.

The RFP: PDF document CBCF Project Manager (45 KB)

The deadline for response is Friday, February 2 at 5:00pm EST and the rest of the submission details are in the document. This is a hugely exciting opportunity — I'll be very interested to follow the progress made :)

Technorati , , , , , , , , ,

Posted by Rob at 04:23 PM | Comments [0]

January 12, 2007

Amnesty International - Project IMPACT

Projects

amnesty.gif

As a follow-on to the work I did with Amnesty last year, I'm very excited to report that Important Projects has now been awarded a contract to manage "IMPACT," an information architecture, content management and e-communications project soon to be kicked-off by the International Secretariat's Internet and E-Communications Programme (IEP).

We're still in the process of coming to agreement on the particulars, but the high-level deliverables of the project will be a re-architected amnesty.org, the implementation of an open source CMS (very likely to be Drupal) and the implementation of an open source CRM (very likely to be CiviCRM).

I'll post more soon — I'm hoping to be as transparent with this work as I've been able to be on the Greenpeace UK CMS project :)

Technorati , , , , , , , , , , , , ,

Posted by Rob at 07:45 PM | Comments [1]

December 10, 2006

Greenpeace UK CMS Project - Final Stages

Projects

GPUK Drupal training

I'm extremely happy to report that we've now entered the final stages of the Greenpeace UK CMS project — Cristen, Michael and Tom of EchoDitto were here in London this week to take the GPUK web team through 2 days of Drupal training and to revisit the online strategy recommendations they'd presented to us back in August; we've got a bunch of acceptance testing and cosmetic tweaking still to do, but otherwise are looking good for a January launch :)

And in the meantime, here's a sneak peak at what the new site will look like (mock-up courtesy of BiroCreative in Vancouver, Canada):

GPUK CMS mock-up

Stay tuned!

Technorati , , , , , , , , ,

Posted by Rob at 10:33 PM | Comments [0]

November 05, 2006

STOP CLIMATE CHAOS: 25,000 Gather in Trafalgar Square

Friends & Allies | Projects

STOP CLIMATE CHAOS
Photo © 2006 Dave Walsh

Amazing day yesterday at the I Count march and demonstration in Trafalgar Square — 25,000 people turned up to call for action against climate change (see the press release here). I worked as one of the Greenpeace UK stewards and I'm not kidding — the event really filled me with hope :)

Please head over to the I Count site, sign up, discover the power of OFF and start using energy-saving light bulbs already!

:)

Technorati , , , , , , ,

Posted by Rob at 06:21 PM | Comments [0]

October 19, 2006

Greenpeace UK CMS Project Update

Projects

A lot of progress has been made since my last post on the Greenpeace UK CMS project — the Design & Implementation phases of the project have been planned and are well underway (37% complete), EchoDitto has contracted Birocreative to make improvements to the existing GPUK UI and we've seen the first round of mock-ups (which look great), we're getting ready to begin populating our new Drupal site with content, and in about a month or so should be ready to begin looking more closely at how we want certain bits of functionality to work (which will really be the fun part, the part where we get to revisit the outcomes of our online strategy session with EchoDitto in late August where we talked about tactics for building true online community and engaging existing supporters).

Stay tuned!

Technorati , , , , , , , , ,

Posted by Rob at 09:28 AM | Comments [0]

October 05, 2006

We Can Stop Climate Chaos - I Count

Friends & Allies | Projects

i count

The Stop Climate Chaos coalition has launched the I Count campaign! Check it out, sign up, get involved, take action and be sure to make it out to I Count in the Square on Saturday, November 4th!

See you there :)

Technorati , , , , , , ,

Posted by Rob at 10:01 PM | Comments [2]

August 31, 2006

Online Strategy, Tactics & Tools

Friends & Allies | Projects | Tools & Techniques

Great week for the Greenpeace UK CMS project this week — Cristen Perks, Michael Silberman and Tom Lee of EchoDitto were here in London to take us through 2 intense days of strategic planning meetings which IMHO went really, really well and got all of us excited about the phases of work we're about to begin.

For me, our most interesting discussions were around the idea of trusted networks; that people trust their friends first, experts second and celebrities third. With this in mind, and with Drupal as our platform, how should we redesign the site; what tools can we provide Greenpeace UK supporters that would allow them to leverage their trusted networks to help Greenpeace UK achieve its goals?

We came up with some interesting ideas — more later as things progress :)

Technorati , , , , , , , , ,

Posted by Rob at 04:39 PM | Comments [0]

August 14, 2006

Greenpeace UK CRM Requirements

HOW TO | Projects | Tools & Techniques

Greenpeace CRM team

For the last 6 weeks I've been working with a team of 7 Greenpeace UK staff to refine the objectives and prioritise the requirements for a constituent relationship management system GPUK plans to implement (we'd originally planned to spend 5 weeks on this activity but made the decision to spend more time on the requirements definition piece).

This week, we're making the final revisions to our list of prioritised functional requirements and must-have non-functional requirements, at which point I'll post them here and solicit your feedback and recommendations — GPUK already has a centralised (but offline) supporter data warehouse they run reports from using Cognos; what they're looking to do now is implement a CRM system that integrates what they already have with their website, which they'll be migrating to Drupal in parallel.

More later :)

UPDATE: this project is on hold until some resourcing issues can be worked out (and until then, I'm not able to post the requirements list mentioned above).

UPDATE 2: I'm no longer working on this project, although it will be continuing (I believe my friend and colleague Sue Fidler will be working with GPUK to complete the next phase of work).

Technorati , , , , , , , , , , , ,

Posted by Rob at 03:55 PM | Comments [6]

July 31, 2006

Dotmocracy Facilitation with the AI IEP

HOW TO | Projects | Tools & Techniques

As I mentioned a few weeks back, I've been working with the Internet and E-Communications Programme (IEP) team at the International Secretariat of Amnesty International to organise and plan a 2 year work programme for the IEP — one that best meets the objectives they've set for themselves and that gives them better visibility into what is actually achievable given their staff and resource constraints.

Last week I met with the team for the day to do two things: to come up with ways the IEP can better manage its ongoing operations (i.e. those repetitive tasks that must be done but never end like keeping site content up-to-date) and to begin to prioritise its projects (those temporary endeavours undertaken to produce unique results like replacing the CMS used to keep site content up-to-date).

To accomplish the former, we used dotmocracy, an equal opportunity and participatory group decision-making process my colleague and friend Jason Diceman introduced me to a couple of years ago. I'd never facilitated a dotmocracy session before, so I read the most recent version of the handbook, got some last minute instruction and advice from Jason himself, and it ended up working out really well — the group came up with more than a dozen proposals (ideas) for improving the ongoing operations of the IEP, which, once dotted, we were able to sort in order of agreement and begin to develop action plans and next steps around. A highly recommended experience :)

Check out Jason's site/company, Co-op Tools, for more on the process or to get him into your organisation to facilitate a session.

Technorati , , , , , , , , , ,

Posted by Rob at 03:43 PM | Comments [0]

July 18, 2006

Greenpeace UK CMS Vendor Selection

Projects

EchoDitto

It's been a while since I've blogged on the Greenpeace UK CMS project (partly be due to delays experienced as we've worked through internal approvals and partly due to the heat). I'm happy to report that we have now finalised our vendor selection/decision — after much deliberation, the Greepeace UK web team has awarded its CMS design & implementation contract to EchoDitto.

Congratulations, Michael, Justin and team! We're all really looking forward to working with and getting to know you over the next few months :)

I'd also like to say thanks to the other 5 Drupal vendors we worked with leading up to this decision, and especially to the folks at CivicActions, who volunteered to take us through Drupal initially and were extremely helpful to us throughout the entire process.

Thanks so much, Dan, Susan and Owen :)

Technorati , , , , , , , , ,

Posted by Rob at 12:16 PM | Comments [1]

July 09, 2006

Programme Planning With Amnesty International

Projects | Time Management | Tools & Techniques

amnesty.gif

Two weeks ago I started working with the Internet and E-Communications Programme (IEP) team at the International Secretariat of Amnesty International (and thank you, David Heath, for recommending me; I've wanted to work with Amnesty since starting Important Projects and am extremely excited to be doing so now) — prior to beginning a CMS replacement project very similar to the one I'm currently working on with Greenpeace UK, I'm working with the IEP to organise and plan a 2 year work programme designed to both meet their defined goals and objectives and give them better visibility into what is actually achievable given their staff and resource constraints.

I'll post more as things progress, but in the meantime, thanks, Dan and Helena, for the opportunity to work with you and your team. I'm really looking forward to the work ahead :)

Technorati , , , , , ,

Posted by Rob at 10:13 PM | Comments [0]

June 29, 2006

"E-Business" Requirements Prioritisation With Greenpeace

HOW TO | Projects | Tools & Techniques

the E-Business Requirements team

Today was the first meeting of the Greenpeace UK "E-Business" requirements prioritisation team (pictured above — and thanks for posing for the photo, people).

We met to kick-off a 5 week requirements definition and prioritisation project — really a sub-project of a larger project Greenpeace UK has undertaken to provide supporters with the ability to manage their relationships with Greenpeace online.

We'll be following a requirements definition and prioritisation process really similar to the one the web team and I followed on the Greenpeace UK CMS project (and when I say similar I mean identical but with improvements gleaned from our experience in engaging with the Plone and Drupal communities throughout that process).

Gideon, Joss, Katie and Tracy — thanks for your time today and I look forward to working with you on this very exciting and important project :)

Technorati , , , , , , , , ,

Posted by Rob at 07:39 PM | Comments [2]

June 02, 2006

Greenpeace UK CMS Selection

Projects

druplicon.gif

A few weeks ago I blogged that we'd completed the 3 product evaluations we'd scheduled as part of the requirements phase of the Greenpeace UK CMS project (where we scored Planet 2/OpenACS, Plone and Drupal against our top 35 requirements) and that our next steps were to review and interpret the results of the evaluations, consider our non-functional requirements, make our product/vendor decision and plan the next phases of the project. Although we don't have all the information we need to make our final business case to the Greenpeace UK senior management team quite yet, we have made a provisional decision — budget permitting, we're going with Drupal.

It's been an extremely tough decision to make because there are very real advantages (and disadvantages) to each of the products we've considered. And all the people we've interacted with throughout the process we've followed have been so friendly and helpful and passionate which makes even announcing this difficult, but in the end, given our specific requirements and situation, we've decided that Drupal makes the most sense.

For anyone who may be interested, here's the spreadsheet we used to perform our evaluations:
Excel spreadsheet Greenpeace UK CMS Feature Evaluations (98 KB). (And if you're really interested, I'm happy to take a crack at answering any questions you may have as you take a look through our scores and wonder why one product did better than another here-but-not-there, etc.)

Our next steps are to define the scope of work for the next phases of the project as best we can, send out our RFP to the shortlist of Drupal vendors we've identified, make a vendor decision, and present our final business case to the budget approvers at Greenpeace UK.

Onwards!

Technorati , , , , , , , ,

Posted by Rob at 02:02 PM | Comments [9]

May 16, 2006

The Listening Post

Projects

A few months ago my friend Matt Cowan introduced me to Richard Gizbert, a fellow Canadian-in-London and former ABC war correspondent who was sacked by ABC in 2004 after 11 years of life-risking service for refusing to go into any more war zones (specifically Iraq). Since then, Richard has taken ABC to court for wrongful dismissal and won (w00t!), although the process has basically bankrupted him and his compensation has yet to be decided — I believe the next appeals hearing is in July.

In parallel with all of this, Richard has joined Moonbeam Films to develop "The Listening Post," a weekly television program examining global media bias for the soon-to-be-launched Al Jazeera International.

Matt put me in touch with Richard because he thought I could help the Listening Post producers explore ways to incorporate video bloggers into the show; essentially they're hoping that Listening Post viewers will provide feedback on and/or input into the program in the form of audio or video "letters to the editor" they can broadcast as part of a weekly segment of the show called "Global Village Voices."

Global Village Voice submissions will be made and managed through The Listening Post website; I've been retained to help refine their requirements and find a suitable vendor.

More later as things progress :)

Technorati , , , , , , , , , ,

Posted by Rob at 05:36 PM | Comments [0]

May 12, 2006

Plone & Drupal Evaluations

Projects | Tools & Techniques

Today we performed the last two of the three open source product/feature evaluations we're conducting as part the Greenpeace UK CMS project — Jean-Paul Ladage of Zest Software in the Netherlands took us through a presentation and demonstration of Plone this morning, and Dan Robinson of CivicActions in California did likewise with Drupal this afternoon. Thank you, Jean-Paul and Dan, for the time and effort you both put into your presentations — they were fantastic :)

Our next steps now are to review and interpret the results of all three evaluations, consider the "non-functional" requirements we've identified that will also impact our final decision (e.g. cost, time, strength of community, our product roadmap, etc.), and to plan the next phases of the project given all of the above. To do so, we need to work with a number of people from within Greenpeace and beyond...more later as things progress :)

Technorati , , , , , , plone, , ,

Posted by Rob at 04:43 PM | Comments [2]

May 04, 2006

Planet 2 Evaluation

Projects | Tools & Techniques

Planet 2 evaluation

Today the Greenpeace UK web team performed the first of three open source CMS product evaluations we'll be conducting over the next couple of weeks — Greenpeace International took us through a 2 hour presentation/demonstration of Planet 2, the OpenACS-based CMS used by over 20 Greenpeace National Regional Offices. Thank you, Martin and Tom, for putting together your presentation and addressing all of our questions :)

In terms of the process we're following at this point, our top 35 requirements have been dropped into our feature evaluation spreadsheet (see Figure 1, below), where team members will assign numeric scores for each requirement during product presentations/demonstrations. As with our requirements scores, our feature scores will be averaged when they're all in, which will then be translated into an overall letter grade (e.g. B-, C+, A) for each product.

Planet 2 evaluation
Figure 1 — scoring products by requirement.

Our Drupal/CivicSpace and Plone evaluations are still to come — stay tuned for more!

Technorati , , , , , , , , , ,

Posted by Rob at 05:17 PM | Comments [0]

April 23, 2006

Prioritised CMS Requirements for Greenpeace UK

Projects | Tools & Techniques

About a month ago, I posted the list of six activities the Greenpeace UK web team and I plan to perform by the beginning of June. So far, we've completed the first three:

We've also chosen the 3 open source CMS products we plan to evaluate given our prioritised requirements, and they are (in alphabetical order):

  1. Drupal;
  2. OpenACS (or rather, the current Greenpeace International implementation of OpenACS, "Planet 2"); and
  3. Plone
Our next step, then, is to reach out to members of each of these communities, and to ask for their help as we conduct our evaluation. Specifically, we're looking for consultants from each community to take us through a demonstration of each respective system, so we can score all 3 based on how well they meet each of our critical and high priority requirements.

So without further ado, our prioritised requirements: Excel spreadsheet Prioritised CMS Requirements for Greenpeace UK (741 KB)

If you're an experienced Drupal or Plone shop (we'll work with Greenpeace International on the Planet 2/OpenACS front) and are interested in working with us on this, please comment here or send me an email — rob[at]importantprojects[dot]co[dot]uk.

And thanks!

Technorati , , , , , , , ,

Posted by Rob at 10:03 PM | Comments [0]

April 22, 2006

HOW TO Prioritise Requirements (Part II)

HOW TO | Projects | Tools & Techniques

...continued from HOW TO Prioritise Requirements (Part I)

Step 3. Define Requirements

Once you've defined and weighted the organisational objectives your project is being undertaken to address, and you've identified and weighted the user types the project is meant to serve, define the requirements for the software you're planning to implement with your objectives and users in mind. On the Greenpeace UK CMS project, we started by looking at the PMBOK's definition for requirement:

Requirement. A condition or capability that must be met or possessed by a system, product, service, result, or component to satisfy a contract, standard, or specification.1

Given this, and looking back on the notes from our away day in February, we developed a list of over 100 conditions and/or capabilities the new Greenpeace UK CMS must meet or possess in order to achieve our organisational objectives and to satisfy our user types.

Each requirement was given an ID, and documented using a technique Martin Lloyd of Greenpeace International suggested we try, which phrases requirements like so: "As a [select user type] I would like to [describe what you would like to do] so that [describe why you would like to do it]" (see Figure 3, below). This worked extremely well for us — it really helped us to define our requirements so that they were easy to understand (and/or to identify the ones that needed to be clarified).

defining requirements

Figure 3 — defining requirements.

Step 4. Score Requirements

Next comes the fun part. Once you have a set of requirements your team members have all had a hand in developing, ask each member of the team to score them based on how well they help achieve the organisational objectives you've defined and how well they help meet the needs of the user types you've identified (see Figure 4, below). We had a list of 90 requirements (pared down over time through discussion), and each member of the team scored each requirement using the following system:

Scoring
2 = Requirement helps meet objective/satisfy user
1 = Requirement partially helps meet objective/satisfy user
0 = Requirement does not help meet objective/satisfy user

scoring requirements
Figure 4 — scoring requirements.

It pays to take your time through this exercise — the more precise you can be when using this scoring system (e.g. "1.8" vs. "2.0"), the more useful the end results will be. Once all scores have been given, average them for each requirement and sort the results from highest to lowest. The spreadsheet we used also assigns a priority category to bands of requirements (C for critical, H, M and L for high, medium and low), which is very useful as well — because we want to stay focused on the system features and capabilities that are most important to the web team, to our end users and to Greenpeace, we'll focus our product evaluation on how well each CMS meets our most critical, highest priority requirements.

Endnotes:
1Project Management Institute. A Guide to the Project Management Body of Knowledge: PMBOK Guide - 3rd Edition. Pennsylvania: Project Management Institute, 2004. pp 371-372.

Download the spreadsheet discussed in this article: Excel template Requirements Prioritisation template (200 KB)

Technorati , , , , , ,

Posted by Rob at 08:09 PM | Comments [0]

April 07, 2006

HOW TO Prioritise Requirements (Part I)

HOW TO | Projects | Tools & Techniques

When you're planning to implement a new piece of software, prioritising your requirements is really important because a) it helps you focus on the things that matter most and b) it makes selecting the right product way less of a crap shoot. But unless you follow a logically sound prioritisation process — one that all project stakeholders understand and buy into — prioritising requirements can become an arbitrary and unnecessarily emotional exercise (i.e. the exact opposite of what you want).

On the Greenpeace UK CMS project, we're currently defining the requirements for a new content management system (the existing system was developed in ColdFusion over 4 years ago and simply no longer meets its users' needs). Our plan is to evaluate 3 open source products and make a selection based on how well each product meets our top priority requirements — to do so, we're following a step-by-step process designed to keep us focused on the system features and capabilities that are most important to the web team, to our end users and to Greenpeace.

Step 1. Define and weight organizational objectives

Like I've said before, projects are undertaken to achieve strategic objectives. Greenpeace has a number of strategic objectives, one very important one being to win campaigns. At our away day meeting in February, we brainstormed on how the web team could help Greenpeace achieve this objective, performed a SWOT analysis, came up with a number of project ideas and decided that replacing the existing Greenpeace UK CMS with something better was the most important project for the web team to undertake at this time.

Having made the decision to take on a project (i.e. a temporary endeavour involving risk), teams should write down and distribute the organisational/team objectives the project is being undertaken to address. This will help ensure project stakeholders are on the same page, can help determine whether the project really should be undertaken at all and will factor into both requirements definition and prioritisation later on.

We defined 3 organisational objectives for the Greenpeace UK CMS project, and assigned weightings to each, according to how well we thought they could help us help Greenpeace win campaigns (see Figure 1, below):

  1. To make Greenpeace staff (and the organisation) more effective [weighting: 4]
  2. To communicate information more effectively [weighting: 3]
  3. To build/maintain the Greenpeace brand more effectively [weighting: 2]



Figure 1 — defining and weighting organisational objectives.

Step 2. Identify and weight user types

Once organisational objectives have been defined and prioritised, identify and assign weightings to the types of users that will interact with the system you've decided to implement. Again, you want to do this because you want stakeholders to come to agreement on who the project is being undertaken to serve, and because you need to think about (and, where possible, directly involve) the users of the system in the requirements definition and prioritisation process.

Users are people/machines who/that interact with a given system — in the case of the Greenpeace UK CMS project, we identified 4 different user types, and weighted them according to their relative importance in achieving our overarching project objective of helping Greenpeace winning campaigns through the implementation of a better content management system (see Figure 2, below):

  1. Content editor [weighting: 3]
  2. User [weighting: 2]
  3. Supporter [weighting: 2]
  4. IS/IT person [weighting: 1]

Figure 2 — defining and weighting user types.

To be continued Continued in HOW TO Prioritise Requirements (Part II)!

Technorati , , , , , ,

Posted by Rob at 07:07 PM | Comments [2]

March 16, 2006

Greenpeace UK CMS Project

Projects | Tools & Techniques

Greenpeace UK office

Since my last entry, I've been retained by the Greenpeace UK web team to continue working with them on the project we started planning at our away day three weeks ago (also since my last entry, I've learned that "away day" is the term used for "offsite" over here). The project involves replacing the http://greenpeace.org.uk CMS — so far we've scheduled the following activities to take place between now and the beginning of June:


  • Define and prioritise the organisational/team objectives we're undertaking the project to achieve

  • Identify and prioritise the user types we're undertaking the project to serve

  • Define and prioritise our CMS requirements given the above

  • Develop and perform a CMS feature evaluation comparing 3 open source CMS products, given our prioritised requirements

  • Select an open source CMS product and (potentially) a vendor to work with to plan the design and implementation phases of the project, given the results of our feature evaluation

  • Develop a schedule and budget for the design and implementation phases of the project

To prioritise our CMS requirements we'll be using a technique I've used before — if time permits, I may publish it here in steps as part of another HOW TO :)

Technorati , , , , , , ,

Posted by Rob at 03:24 PM | Comments [2]

February 27, 2006

(Strategic) Project Planning with Greenpeace

Projects | Tools & Techniques | Training

Greenpeace

I spent the day on Friday of last week co-facilitating an offsite meeting of the Greenpeace UK web team with team manager (and fellow Canadian), Tracy Frauzel. Great day, fantastic group of people, and in my books, a really good meeting — we met to define the objectives, high-level requirements, and critical success factors for a web project the team plans to undertake, but made sure to spend some time talking about (and mapping what we came up with onto) the strategic objectives of Greenpeace as an organization as well. This is an often skipped but important step in the project planning process given the fact that organizations always and only undertake projects in order to achieve strategic objectives (and that, in this sense, strategic planning is always done for project management — see Kerzner's Strategic Planning for Project Management for more on this).

Tracy — thanks again for the opportunity to work with you and your team, and Andrew, Bex, Jamie and Joss — it was great meeting you and I look forward to seeing you again soon :)

Technorati , , , , , ,

Posted by Rob at 05:01 PM | Comments [0]

February 16, 2006

HOW TO Manage Collaborative Software Projects

Friends & Allies | HOW TO | Projects | Tools & Techniques

Some time ago, I was commissioned by Katrin Verclas of Aspiration to write an article on collaborative software projects, using two (partially) failed projects as examples of what not to do. It's been a long time coming, and in the end, involved collaborating with Important Projects ally Phil Dwyer to complete, but here it is, what I hope will be the first in a series of HOW TO articles published on this site under a Creative Commons license:

PDF document HOW TO Manage Collaborative Software Projects (148 KB)

Recommendations made in the article for the successful management of collaborative software projects:

  1. Design a Structure
  2. Establish a "Leader"/Facilitator
  3. Define Roles and Responsibilities
  4. Consider User Needs and Types
  5. Prioritise Requirements
  6. Identify Common Goals
  7. Leverage Experience
  8. Plan for Training

Enjoy! Very interested in any feedback you might have as well :)

Technorati tags , , , , ,

Posted by Rob at 03:11 PM | Comments [2]

January 18, 2006

dotOrganize Survey

Friends & Allies | Projects

As I mentioned in a previous post, I'm currently working with Leda Dederich at ScoutSeven to develop the project plan for dotOrganize, a collaborative software development and strategic support project undertaken to get better organizing tools and strategies into the hands of grassroots organizers. While we work on documenting the plan, we're also working to gather requirement