About PM4Web

The PM4Web blog was born as an outlet to return knowledge back to the web development community. My goal is to share my experiences as a project manager from over the years in a manner which helps you succeed with your own projects.
Showing posts with label web development. Show all posts
Showing posts with label web development. Show all posts

19 November, 2010

10 Tips for Keeping Momentum on Web Projects

Tricks for avoiding stagnation and block points on a web project.

There are many hidden perils lurking in the midst of a web project. So many little devils which conspire against you delivering on time. The nature of a project is that it is a unique undertaking, so unless you can see into the future, chances are there will be hiccups along the way.

If we know there is trouble on the horizon, then we can be prepared. The idea isn't just to have a plan ready for dealing with what maladies may befall your project, but also to use strategies to nip things in the bud before they become a problem.

To that end, I present 10 techniques I use to keep things moving along smoothly on a project. Some of these may seem counter-intuitive at first, so you will have to use your best judgment about what approaches you feel comfortable using.

Before I get into the meat of the article, I should say I'm not covering obvious things like 'use a project schedule' and 'write a spec' - if you aren't already doing that, then no amount of clever tricks will save you.

1. Get the ball rolling early on things involving third parties - a good example is live hosting, you can get seriously bogged down if you leave this until just prior to launch. If you don't have full control over the server it makes you heavily reliant on tech support to do things for you. Another example is e-commerce gateway integration. Do you really want to wait until the last minute to find out if your code is talking to the gateway provider's server properly?

2. Have settings accessible via the CMS - I've found it's preferable to have settings adjustable via the CMS rather than have them in code or in a string table. Options like Google Analytics script code could be placed inside a System Settings or Website Configuration page. Doing this lets non-technical people deal with last minute changes.

3. When there's two ways to code a simple feature, code them both rather than wait for approval - if the features each take only 15 minutes to implement, just code them both and enable one. You have a 50/50 chance of getting it right. If the client decides they'd rather have it the other way around, you switch on the alternate option (preferably via a setting in the CMS). The amount of effort you would expend going back and forth to get a concrete decision from the client is probably going to exceed the 15 minutes it would take to just code the alternate feature.

4. Put in the wrong content - this may sound counter-intuitive and you'd expect it to lead to an unhappy customer every time (but it doesn't, most of the time). This is only for preview/staging versions of the client's project, not their live site. If the client hasn't made content available to you, then use the closest match. Something off their old website perhaps, or workable place-holder text. This does one of two things; the client may say "hey, that's the wrong text", to which you reply "OK, can you give me the correct text please?", or it gets them started by providing a basis to work from (as opposed to starting from scratch).

5. Have a change request budget - this concept is straight out of PRINCE2 methodology. It basically says when you make a fee proposal/tender, include a chunk of budget for unexpected features. So for an eighty hour project, I would have between 5-10 hours of change request budget. The good thing about this is when the client asks for something off-spec, you don't have to wait for approval or try and convince them to pay for it (they already have). It can also help cut down on admin tasks since you don't have to track the item for inclusion in a future invoice.

6. Get clients thinking about what they hadn't thought about, early - a good example of this would be a social media strategy utilising Facebook (assuming it's appropriate for the business). A client may not have thought about Facebook, bringing it up early may have them saying "hey, I hadn't thought of that". That gives you time to provide them with some advice or reading material. Leaving it to the last minute may throw them off, they may even decide to delay launch to consider social media options.

7. Don't just offer options, offer a recommendation - if you talk to a client about a feature where there's two or more paths to choose from, first describe the available options, then the pros and cons for each, and finally make a recommendation on what's most suitable and why. This helps clients who are cautious of making a decision because they don't understand the technology at play. An example would be if a client asked whether its better to integrate a blog into their website or use a well-established one like Blogger.

8. Use a bug tracking system - scope creep can seriously side-track a project, potentially delaying the original launch date considerably. An issue management system lets you deal with off-spec features in a controlled way. If a client asks for a feature and you say no, that's just bad customer service. If you say yes to everything, you'll be coding forever. Instead, if you say "yes, but its been flagged for post launch implementation", you should be able to segment off features for future coding. Unfortunately this doesn't always work, sometimes clients are adamant that a feature needs to be included immediately.

9. Start early on tasks which require client approval - an example of this would be a storyboard for a Flash animation. The client may need a few days to review the document. Connected to this tip is starting early on things which only the client can do. A good example would be applying for an Internet merchant account. The bank will most likely only deal directly with the client due to security considerations.

10. Begin some work before the project deposit arrives - if you're fairly certain the project is going to proceed, do a couple of hours work even before the deposit has arrived. This would be stuff like preparing the project folder, checking that the domain delegation details the client has provided actually work, minor things (but no coding). This gives you a head-start on the project, its creating momentum from the get-go.

Dilbert - project plan for 10 second task

Keeping momentum on a project isn't just about following documented procedures. The role of creativity and a willingness to take risks shouldn't be underestimated. Novel solutions which produce results are either praised or go unnoticed, whilst failures may attract negative feedback. The trick is for your successes to significantly outweigh your failures.

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25 March, 2009

10 Common Problems Web Developers Encounter

Solutions to common problems web developers deal with during a project

After spending a few years developing websites both big and small, certain patterns seem to have revealed themselves. Over time, you adapt to these issues and forget about them, but the reality is other people will encounter these problems in due course. For that reason, i thought a quick treatise of these common problems was called for.

Considering the same challenges crop up again and again for everyone in web development, it’s interesting to note that different people come up with different solutions to the same issue. The context often defines what an appropriate solution is, so what works for one business may not work for another. Obviously, I can only talk about strategies I myself have used, or ones suggested to me by my peers (nb. there may be other solutions I haven’t considered).

Without further delay, let’s have a look at some challenges, and more importantly, some solutions:

1. Content issues – this happens when a customer either takes too long to supply their content, or what they do supply is amateurish or lacklustre. The most common way I deal with this is to use some place-holder text, with the intent of having the client say “hey, that’s not my text”; this can prompt them to put in their correct content. Another trick is to use a questionnaire to illicit responses from the client. This can be used as the basis for writing rudimentary content (e.g. “what does your company do?”, “who are your customers?” etc). A technique I have used in the past is to turn off pages which are empty (e.g. client: “where’s my press releases page?”, developer: “the page hides itself if there is no text on it”). I recall reading an article some time back which suggested getting a copywriter involved from the start of the project. Having someone work closely with the client at an early stage is a good method for ensuring copy is ready prior to launch.

2. Delays in obtaining the company logo or graphics files – it’s pretty hard to start on a website when you don’t have the client’s logo. Often this is just a case of getting the client to contact their graphic designer to get you the files you need. This isn’t a major issue, but it can cause a small delay which is unnecessary. All you have to do is give the client forewarning that this material is required. This is why one of the questions I have on my Needs Analysis form is “is your logo & branding material ready?”

3. Vague feedback and indecisiveness – this is a situation which can result in not only delays, but rework which isn’t billed for. This really boils down to ineffective communication. A classic example of vague feedback is “I don’t like the design” (a more helpful version would be something like “the design doesn’t communicate the fun and relaxed nature of our company”). The evil brother of vague feedback is indecisiveness, or when a client is unwilling to make a firm decision on how something should be. With vague feedback, patients is the remedy. Some would say it’s a matter of ‘educating the client’, I find that term to be somewhat condescending. If I get feedback like “I don’t like the design”, I would respond with “what in particular don’t you like?” or “can you be a bit more specific, I need more detail in order to get your design right” (the response depends on the client’s personality, understanding the DISC model helps). In the case of indecisiveness, if it’s related to a feature, I will make it an option in the admin module (e.g. an option to show a group of company logos horizontally or vertically). With this approach, the client can set it whichever way they want.

4. Scope creep – the bane of a developer’s existence. This topic alone could span many pages, however I will try keep it simple. Scope creep occurs when a client asks for features which weren’t originally agreed upon. This can be problematic as it can cause delivery dates to shift and displace other work, it can introduce new bugs in established features, and impact on momentum. Some people take a hard line on this matter, suggesting that you should just say ‘No’ to the client. I have a personal philosophy which goes like this “there is no such thing as no, it’s yes – and this is how much it’s going to cost”. At the end of the day, it’s about business, if a client is willing to pay for the work, it’s simply a matter of project management and version control. One technique I use when developing large web applications is to group features together into a ‘mini-spec’. These features would be added to the system after launch and thus constitute a point upgrade (i.e. v1 ;rarr; v1.1). A good suggestion I have also seen is to create a cost-to-benefit spreadsheet in consultation with the client, that way they can prioritize and understand added costs.

5. Undescriptive bug reports – client: “the system crashed” or “the system is buggy”, developer (thinking to himself): “gee, thanks for all the information”. Explaining to a person that a bug can’t be fixed unless they give more detail usually solves this problem. When logging a bug, it’s essential that the person says where the bug occurred, and gives step-by-step instructions on what they did when the bug appeared. If a client knows how to take screenshots and annotate them, even better.

6. deposits, pricing and payment problems – not taking a deposit when working with a new client is unprofessional and exposes you to unnecessary risk. However, deposits aren’t as much of an issue when dealing with long standing clients. Having a good pricing structure for small projects is also important (e.g. projects under $5,000). A good general structure is 20% deposit, 70% milestone payment when most of the work is done, and the final 10% when the client signs off. The 10% final payment is very helpful in situations where a project stalls for whatever reason. There is also the issue of clients saying “but another developer said they could do it cheaper”. In such a situation, you need to demonstrate the value you bring to the table above and beyond your competitors (e.g. quicker development time, face-to-face meetings as often as required, etc). Another major problem is clients that don’t pay their bills on time. The majority of clients are reasonable business people and will respond positively to a courteous reminder, for example: “hi Tom, just a friendly reminder, have you had a chance to pay the last invoice I sent? It was due one week ago. I would appreciate if you could pay this invoice as soon as possible. Let me know if you need to discuss it. Thank you” – will there still be people that attempt to take advantage of you? Of course, but you’d be surprised how far good manners will get you in the business world.

7. Project malaise and uncommitted stake-holders – this can bring a project to a grinding holt, quite literally. It occurs when a client loses interest in their own project or decides to focus their energies elsewhere (usually on more pressing areas of their business). There may be times when this is understandable, for instance if a client is about to launch a new product or needs to spend time on ‘disaster recovery’. I don’t have a sure-fire solution for this problem, other then being proactive (e.g. get on the phone, communicate). If you have the time and inclination, you can take onboard tasks which were originally assigned to the client (e.g. communicating with the graphic designer directly to get graphics files). That said, you have to be careful not to pressure the client too much, this can actually cause something of a backlash. At the end of the day, it’s up to the client if they want to stall their project. If you have a good payment structure in place, you won’t be unfairly penalized for the delay in project progress.

8. Dealing with third parties or vendors – adding a third party to the project introduces risk because your power to influence outcomes diminishes. Not only has an additional communication channel been added, but so have potential bottlenecks. Take for example a fully-fledged ecommerce enabled website. Here we have three additional third parties which need to be dealt with during the course of the project: 1) the client’s bank has to be consulted with to setup an Internet Merchant Account, 2) a SSL provider has to be contacted to setup a certificate to allow for secure shopping, and 3) a credit card gateway provider has to be involved to provide credit card clearing facilities. There’s a lot of potential for hold-ups there. The best answer for dealing with third parties is to get in early; arrange things which you have less control over towards the start of the project, before they are needed.

9. Best practice advice being ignored – for some people no amount of logic or statistics will satisfy them, they just want it their way (e.g. “there doesn’t need to be a home page” or “i want scrolling red text at the top of my page”). In situations where the request flies in the face of best practice standards, I say the following and then get on with the work: “my professional recommendation is... but it’s up to you how you would like it”. I am a firm believer that the customer is always right. That includes them having the right to make choices which diminish the effectiveness of their product. Some developers have a hard time ‘doing the wrong thing’ on a client’s project, but if it isn’t immoral or unethical – get over it.

10. “I want something like facebook, how much?” – this is an all too common request, any developer worth his salt will have the warning bells go off early when they hear something like this. It may not be facebook or Amazon which they want cloned, it can be any leading website with majority market share. The other tell-tale sign is a ridiculously low budget. Many developers will outright turn down these kinds of projects as they see it as a waste of their time (nb. the client may be ‘fishing’ for free system analysis consultation). Answering the ‘how much’ question can be dealt with by providing a ball-park estimate with a wide variance, for example: “the project could cost between $10,000 and $20,000, I can only provide you with a fixed price once a specification is written”. This brings us to another important strategy to weed out the time wasters. Have the client pay for the creation of a functional specification before agreeing on the final cost of the project.



I would have liked to cover some of these points in more detail, but this article is really meant as a brief treatment of commonly encountered problems. There have also been many other important items left off the list, so don’t be surprised if you see a sequel to this article in future.

Special thanks goes to the people of Stack Overflow forum for their valuable input.