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Agile Drupal Tips
12 Ways to Help 

Keep Your Project Humming
Chris Urban, Engagement Manager
chris.urban@acquia.com
@_urban_ d.o:urbanlegend
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
Overview
→ Assumptions
→ Review some common issues
→ Outline how to leverage tools
→ Profit!
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
The Problems
→ Bursts of unrefined requests
→ Unclear ownership
→ Multiple stakeholders with colliding
inputs
→ Foggy longer-term goals
FOUNDATION
chris.urban@acquia.com	
  
@_urban_	
  
A Solid Foundation 

→ Documentation
§ Key knowledge shared
→ Communication
§ Processes shared
§ Expectations managed
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
Documentation
→ Basic process for workflow
→ RACI – who is responsible for what and when
→ Objective rules and playbooks
→ Definitions, Hotfix criteria and course of action
§  Spike vs Tracer Bullet
§  Candidates for mid-sprint removal
§  Release checklists
§  Bugs & User Stories & Epics
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
User Stories: Example
→ As a user I want
the site to use
minified .js
chris.urban@acquia.com	
  
@_urban_	
  
Writing better user stories
→ Who: Using personas instead
of “user”
→ What: Clearly define stories
→ Why: Use relevant drivers that
everyone can relate to
→ What is the reason for this
story? The core purpose?
As a user, 
I want the site
to use minified js.
chris.urban@acquia.com	
  
@_urban_	
  
Define the goal of the story
→ The WHAT of the story
should define the goal,
not the solution.
→ Clearly understood
definition of done.
As a fan of
customer.com, 
I want the site
to use minified js 
to load faster.
chris.urban@acquia.com	
  
@_urban_	
  
Define the goal of the story
→ The WHAT of the story
should define the goal,
not the solution.
→ Clearly understood
definition of done.
As a fan of
customer.com, 
I want the site
the home page
to use minified js 
to load in under 5
seconds.
chris.urban@acquia.com	
  
@_urban_	
  
Writing clear user stories
→ Avoid the use of

‘and,’ ‘or,’ ‘but’
→ Avoid the use of
limiters: ‘unless,’
‘until,’ ‘without,’ and
‘except’
As a fan of
customer.com, 
I want the home page 
to load in under 5 
seconds unless on
a mobile device.
chris.urban@acquia.com	
  
@_urban_	
  
Explain in simplest terms
→ Learn and understand
the core business
drivers:
§  Revenue
§  Quality
§  Customer Experience
§  Other Business Goals
As a fan of
customer.com, 
I want the home page
to load in under 5
seconds so that I’m
not easily distracted
and leave the site.
chris.urban@acquia.com	
  
@_urban_	
  
Acceptance Criteria
→ Easiest format to remember:
→ Given that [someone wants to do
something]
→ When s/he [performs action]
→ Then [something happens that can be
verified]
chris.urban@acquia.com	
  
@_urban_	
  
So many acronyms
SMART – Acronym #1
→ Specific?
→ Measureable?
→ Achieveable?
→ Relevant?
→ Time-boxed?
As a user, I want the
site to look like the
attached .psd file.
chris.urban@acquia.com	
  
@_urban_	
  
So many acronyms
INVEST – Acronym #2
→ Independent
→ Negotiable
→ Valueable
→ Estimable
→ Sizeable
→ Testable
As a user, I want the
site to look like the
attached .psd file.
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
Agile Ceremonies to add

→ Assume using:
§ Grooming, daily scrum, sprint end
demo and retro
→ Add: Sprint Planning:
§ Reiterate what’s to be committed in
next sprint
§ Associate to team, or even developer
PRUNING
chris.urban@acquia.com	
  
@_urban_	
  
Agile Ceremonies to add
→ Add: Backlog “Pruning”
§  Establish goal to either close or assign for
immediate review to keep it fresh
→ JQL: 
§  project = {project} AND 

status != Closed AND 

Sprint is EMPTY AND 

type = Story AND updated < -14w
LABELS
chris.urban@acquia.com	
  
@_urban_	
  
Labels for Sprint End Demo
→ Have Product Owners label their tickets with
“demo”
→ Confluence page with Insert JIRA Issue/Filter
§  project = {project} AND 

type != Sub-task AND 

sprint = {Sprint#} AND 

labels = demo 

ORDER BY key ASC, priority DESC
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
Bonus: using Columns in Jira
FILTERS
chris.urban@acquia.com	
  
@_urban_	
  
Sprint Filters
→ Create a filter when you Create a Sprint
→ Update to share with all on Project in JIRA
→ Prevent confusion:
§ Use Sprint ID “Sprint 26 (1075)”
§ Use Project “XYZ Sprint 26”
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
JIRA Components
→ Associate with content types “Content: Article”
→ Organizes tickets to optimize traceability
→ Subset QA Testing
→ Utilize general use cases “Content Editing,” “Image
Editing”
→ Add others based on Epics “Analytics,” “Advertising,”
“Metadata,” “Global Menu,” “Footer”
TABLES
chris.urban@acquia.com	
  
@_urban_	
  
Bonus: filtered WIP tables
→ Confluence page with JIRA tables
→ project = {project} AND Sprint in
openSprints() and type!= Sub-task
and component = “Content: Article”
→ project = {project} and type!= Sub-
task and component = "Analytics" AND
updated > -8w
SUB-TASKS
chris.urban@acquia.com	
  
@_urban_	
  
Sub-Tasks
→ Useful to help keep track of process or
workflow-related issues
§ Tracking external review teams
§ Tracking priorities among tickets
§ Announce need for a check-in meeting
§ Reminder to create QA test script
GROOMING
chris.urban@acquia.com	
  
@_urban_	
  
Grooming Agenda
→ Multiple product owners x multiple tickets
= chaos
→ Timeboxing shifts priority back to product
owner
→ Allocate 30 min per PO per week to start
→ Plan for 5 to 6 minutes per tickets to start
chris.urban@acquia.com	
  
@_urban_	
  
Grooming Worksheets 

→ Worksheet Set-up: grid with PO, tickets,
availability
→ Removes blocker of interpretation
→ Timebox tickets and product owner(s)
→ Assumes fixed grooming ceremonies
→ Plan around prioritized tickets and availabilities
→ Establish hard deadline
POINTING
chris.urban@acquia.com	
  
@_urban_	
  
Pointing Tickets
→ Keep it fair
→ Keep voting time to a minimum
→ Use resource like pointingpoker.com
§  Have TA enter in tickets title and timebox
voting
§  EM monitors grooming backchannel
§  Pre-determine voting {1,2,3,5,8,13,?}
CUSTOM FIELDS
chris.urban@acquia.com	
  
@_urban_	
  
Custom fields: Teams
→ Developer
→ Team
→ Useful for tracking team
performance
→ Identify primary contributor to ticket
chris.urban@acquia.com	
  
@_urban_	
  
Custom fields: Branch
→ Multiple environments
→ Dev branches spanning more than
two sprints
→ Minimize QA and UAT confusion
chris.urban@acquia.com	
  
@_urban_	
  
Custom Fields: Time Spent
→ Time Spent fields
→ Add as required field in Screen on
Transitions
→ Add as similar field for QA
§ Identify tickets that were difficult and/
or time-consuming
Agile drupal tips
chris.urban@acquia.com	
  
@_urban_	
  
JIRA Tips & Tricks
→ Backlog view: Color code by JQL

or Custom Field (Teams)
→ Create “sprints” for backlog organization
§ Manage sprint allocations
→ Multiple boards for different audiences
ONE MORE THING
chris.urban@acquia.com	
  
@_urban_	
  
Use JIRA REST API
chris.urban@acquia.com	
  
@_urban_	
  
Use JIRA REST API
→ Google Sheets
→ Script Editor
→ Pass Queries directly
→ Update tickets ?
chris.urban@acquia.com	
  
@_urban_	
  
Use JIRA REST API
What You Learned
→ Document Everything!
→ User Stories: 

SMART INVESTING
→ Sprint Planning
→ Backlog Pruning
→ Labels for Demos
→ Filters & Sprint naming
→ Use Components
→ Sub-Tasks
→ Worksheets for grooming
→ Pointing practices
→ Custom fields
→ Other tips & tricks
Questions ?
Chris Urban, Engagement Manager
chris.urban@acquia.com
@_urban_ d.o: urbanlegend

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Agile drupal tips

  • 1. Agile Drupal Tips 12 Ways to Help 
 Keep Your Project Humming Chris Urban, Engagement Manager chris.urban@acquia.com @_urban_ d.o:urbanlegend
  • 3. chris.urban@acquia.com   @_urban_   Overview → Assumptions → Review some common issues → Outline how to leverage tools → Profit!
  • 5. chris.urban@acquia.com   @_urban_   The Problems → Bursts of unrefined requests → Unclear ownership → Multiple stakeholders with colliding inputs → Foggy longer-term goals
  • 7. chris.urban@acquia.com   @_urban_   A Solid Foundation → Documentation § Key knowledge shared → Communication § Processes shared § Expectations managed
  • 9. chris.urban@acquia.com   @_urban_   Documentation → Basic process for workflow → RACI – who is responsible for what and when → Objective rules and playbooks → Definitions, Hotfix criteria and course of action §  Spike vs Tracer Bullet §  Candidates for mid-sprint removal §  Release checklists §  Bugs & User Stories & Epics
  • 11. chris.urban@acquia.com   @_urban_   User Stories: Example → As a user I want the site to use minified .js
  • 12. chris.urban@acquia.com   @_urban_   Writing better user stories → Who: Using personas instead of “user” → What: Clearly define stories → Why: Use relevant drivers that everyone can relate to → What is the reason for this story? The core purpose? As a user, I want the site to use minified js.
  • 13. chris.urban@acquia.com   @_urban_   Define the goal of the story → The WHAT of the story should define the goal, not the solution. → Clearly understood definition of done. As a fan of customer.com, I want the site to use minified js to load faster.
  • 14. chris.urban@acquia.com   @_urban_   Define the goal of the story → The WHAT of the story should define the goal, not the solution. → Clearly understood definition of done. As a fan of customer.com, I want the site the home page to use minified js to load in under 5 seconds.
  • 15. chris.urban@acquia.com   @_urban_   Writing clear user stories → Avoid the use of
 ‘and,’ ‘or,’ ‘but’ → Avoid the use of limiters: ‘unless,’ ‘until,’ ‘without,’ and ‘except’ As a fan of customer.com, I want the home page to load in under 5 seconds unless on a mobile device.
  • 16. chris.urban@acquia.com   @_urban_   Explain in simplest terms → Learn and understand the core business drivers: §  Revenue §  Quality §  Customer Experience §  Other Business Goals As a fan of customer.com, I want the home page to load in under 5 seconds so that I’m not easily distracted and leave the site.
  • 17. chris.urban@acquia.com   @_urban_   Acceptance Criteria → Easiest format to remember: → Given that [someone wants to do something] → When s/he [performs action] → Then [something happens that can be verified]
  • 18. chris.urban@acquia.com   @_urban_   So many acronyms SMART – Acronym #1 → Specific? → Measureable? → Achieveable? → Relevant? → Time-boxed? As a user, I want the site to look like the attached .psd file.
  • 19. chris.urban@acquia.com   @_urban_   So many acronyms INVEST – Acronym #2 → Independent → Negotiable → Valueable → Estimable → Sizeable → Testable As a user, I want the site to look like the attached .psd file.
  • 21. chris.urban@acquia.com   @_urban_   Agile Ceremonies to add → Assume using: § Grooming, daily scrum, sprint end demo and retro → Add: Sprint Planning: § Reiterate what’s to be committed in next sprint § Associate to team, or even developer
  • 23. chris.urban@acquia.com   @_urban_   Agile Ceremonies to add → Add: Backlog “Pruning” §  Establish goal to either close or assign for immediate review to keep it fresh → JQL: §  project = {project} AND 
 status != Closed AND 
 Sprint is EMPTY AND 
 type = Story AND updated < -14w
  • 25. chris.urban@acquia.com   @_urban_   Labels for Sprint End Demo → Have Product Owners label their tickets with “demo” → Confluence page with Insert JIRA Issue/Filter §  project = {project} AND 
 type != Sub-task AND 
 sprint = {Sprint#} AND 
 labels = demo 
 ORDER BY key ASC, priority DESC
  • 29. chris.urban@acquia.com   @_urban_   Sprint Filters → Create a filter when you Create a Sprint → Update to share with all on Project in JIRA → Prevent confusion: § Use Sprint ID “Sprint 26 (1075)” § Use Project “XYZ Sprint 26”
  • 31. chris.urban@acquia.com   @_urban_   JIRA Components → Associate with content types “Content: Article” → Organizes tickets to optimize traceability → Subset QA Testing → Utilize general use cases “Content Editing,” “Image Editing” → Add others based on Epics “Analytics,” “Advertising,” “Metadata,” “Global Menu,” “Footer”
  • 33. chris.urban@acquia.com   @_urban_   Bonus: filtered WIP tables → Confluence page with JIRA tables → project = {project} AND Sprint in openSprints() and type!= Sub-task and component = “Content: Article” → project = {project} and type!= Sub- task and component = "Analytics" AND updated > -8w
  • 35. chris.urban@acquia.com   @_urban_   Sub-Tasks → Useful to help keep track of process or workflow-related issues § Tracking external review teams § Tracking priorities among tickets § Announce need for a check-in meeting § Reminder to create QA test script
  • 37. chris.urban@acquia.com   @_urban_   Grooming Agenda → Multiple product owners x multiple tickets = chaos → Timeboxing shifts priority back to product owner → Allocate 30 min per PO per week to start → Plan for 5 to 6 minutes per tickets to start
  • 38. chris.urban@acquia.com   @_urban_   Grooming Worksheets → Worksheet Set-up: grid with PO, tickets, availability → Removes blocker of interpretation → Timebox tickets and product owner(s) → Assumes fixed grooming ceremonies → Plan around prioritized tickets and availabilities → Establish hard deadline
  • 40. chris.urban@acquia.com   @_urban_   Pointing Tickets → Keep it fair → Keep voting time to a minimum → Use resource like pointingpoker.com §  Have TA enter in tickets title and timebox voting §  EM monitors grooming backchannel §  Pre-determine voting {1,2,3,5,8,13,?}
  • 42. chris.urban@acquia.com   @_urban_   Custom fields: Teams → Developer → Team → Useful for tracking team performance → Identify primary contributor to ticket
  • 43. chris.urban@acquia.com   @_urban_   Custom fields: Branch → Multiple environments → Dev branches spanning more than two sprints → Minimize QA and UAT confusion
  • 44. chris.urban@acquia.com   @_urban_   Custom Fields: Time Spent → Time Spent fields → Add as required field in Screen on Transitions → Add as similar field for QA § Identify tickets that were difficult and/ or time-consuming
  • 46. chris.urban@acquia.com   @_urban_   JIRA Tips & Tricks → Backlog view: Color code by JQL
 or Custom Field (Teams) → Create “sprints” for backlog organization § Manage sprint allocations → Multiple boards for different audiences
  • 49. chris.urban@acquia.com   @_urban_   Use JIRA REST API → Google Sheets → Script Editor → Pass Queries directly → Update tickets ?
  • 51. What You Learned → Document Everything! → User Stories: 
 SMART INVESTING → Sprint Planning → Backlog Pruning → Labels for Demos → Filters & Sprint naming → Use Components → Sub-Tasks → Worksheets for grooming → Pointing practices → Custom fields → Other tips & tricks
  • 52. Questions ? Chris Urban, Engagement Manager chris.urban@acquia.com @_urban_ d.o: urbanlegend