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  Functional Requirements         Think Like A Pirate  Amye Scavarda - Bill Fitzgerald - June 2 - OpenSourceBridge
Howdy! Bill is:    Founding Partner of FunnyMonkey.com Author of  Drupal for Education Really involved in making better websites for education   bill@funnymonkey.com   @funnymonkey Amye is: Founder of Function createfunction.com Makes open source website development hurt less for clients, developers and designers [email_address] @msamye
And You Are? Developers? Project Managers? Owners? Designers? Freelancers? People in companies of over 300 people? We'll be taking questions on Google Moderator here: http://goo.gl/mod/wfYI  But just ask us stuff.
Why We're Talking Like Pirates Except we're not actually talking like pirates.      We're talking like people who run professional services and development companies based in open source. 
What We're Doing Here: Introducing Functional Requirements in a professional services setting Discussing a few models of functional requirements   Giving you a checklist for your own functional requirements  Telling stories about how we came around to writing functional requirements in Agile.
Because we like being able to make a living Running a professional services company in open source is an awesome model.  Except for: Timetracking is a pain. Billing for your time is a pain.  Being a consultant is a pain. But this is a model for how to do the thing you love and not be a starving artist.
Managing This Is A Bear   Photograph by John Eastcott and Yva Momatiuk
Hours Worked  = Hours Paid    
What are these function-whatsits? A way to know when your projects are finished A way to mark out a good roadmap for what  your client wants  An example of good business practices 
What are they not? They're not: A substitute for people who care about what they're doing A substitute for operations support A substitute for creativity and listening  The Holy Grail of Project Awesomeness
Your Treasure Map We've established our motivations: running a successful business, doing work that matters, getting our people paid, getting our clients what they wanted.  Your motivations may be different from ours. We'll walk through a few different models.
Commonly referred to as SRS: Software Requirements Specifications. This is the management-approved, 15 different signatures for change control documents.    These include:  Scope Referenced Documents,  Requirements (including all CSCI requirements)  Qualification Provisions Requirements Traceability Notes  Shall  - Will  - Must:
  Series of Checklists Lists for: Discovery Development Environment Design Phases Wireframes Builds Client Signoff Launch Post-Launch Support
  Hieroglyphics Your documentation and roadmap as a graphic novel: 
Turning this: David Rees -  www.mnftiu.cc
Into this: Rebeka Sedaca - http://www.boxesandarrows.com/view/comics-not-just-for
Answering the Big Questions  Legacy Systems? How Does This Development Support Their Long Term Goals? How Did Current Systems Come to Be? What Would Happen If Nothing Got Done?    My personal philosophy is not to undertake a project unless it is manifestly important and nearly impossible.  Edwin Land (Polaroid camera inventor)
Tools Client Intake Surveys Stakeholder Interviews Existing Technical Documentation Existing End User Training Documentation  Organization Charts: who does what
How to make something that works for you: Written Requirements Doc Wireframes Milestones and Time Estimates Identified Communication Leads (a ticket system that works)
Answering the Immediate Timeframes Why is this project happening now? What other pieces are tied to this project?  What pieces are your project anchors?    Beware the time-driven project with an artificial deadline.  M. Dobson 
Answering the Long-Term Goals Who is this system designed to support?  For how long? Are there any plans to replace this system in the future? With what?   telegraph.co.uk neospiel.co.uk
Creating a Scope of Work What can we do now?  Is it the best thing we can do now?  What can we do not-right-now, but later?  The importance of wireframes
Outlining Your Process Communicating with Lead Stakeholders  Having the 'What Does Agile Mean' conversation with your clients... Or not.
Marking Red Flags Ahead of Time What issues are a technical challenge for your team?  (What do you mean by this COBOL thing?) What issues are a technical challenge for the client?  (We can't even spell HTML) What kind of security does this particular project need to have?  What kind of bandwidth support?
Both Sides  How Projects are Like a Tug of War             Each Side Has To Pull Equally http://www.johannthedog.com http://www.johannthedog.com
That Tricky Open Source Thing You Do What happens when your product changes?    What happens when your team changes course? 
Wrapping it All Up  Using this as a guiding document for the rest of your project   With yourself  With your team With your stakeholders
Thanks!  Google Moderator has questions.  But we're sure you do too.     Amye Scavarda: http://createfunction.com   Bill Fitzgerald: http://funnymonkey.com/blog

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Functional requirements: Thinking Like A Pirate

  • 1.   Functional Requirements        Think Like A Pirate Amye Scavarda - Bill Fitzgerald - June 2 - OpenSourceBridge
  • 2. Howdy! Bill is:    Founding Partner of FunnyMonkey.com Author of Drupal for Education Really involved in making better websites for education   bill@funnymonkey.com  @funnymonkey Amye is: Founder of Function createfunction.com Makes open source website development hurt less for clients, developers and designers [email_address] @msamye
  • 3. And You Are? Developers? Project Managers? Owners? Designers? Freelancers? People in companies of over 300 people? We'll be taking questions on Google Moderator here: http://goo.gl/mod/wfYI  But just ask us stuff.
  • 4. Why We're Talking Like Pirates Except we're not actually talking like pirates.      We're talking like people who run professional services and development companies based in open source. 
  • 5. What We're Doing Here: Introducing Functional Requirements in a professional services setting Discussing a few models of functional requirements  Giving you a checklist for your own functional requirements Telling stories about how we came around to writing functional requirements in Agile.
  • 6. Because we like being able to make a living Running a professional services company in open source is an awesome model.  Except for: Timetracking is a pain. Billing for your time is a pain.  Being a consultant is a pain. But this is a model for how to do the thing you love and not be a starving artist.
  • 7. Managing This Is A Bear   Photograph by John Eastcott and Yva Momatiuk
  • 8. Hours Worked  = Hours Paid    
  • 9. What are these function-whatsits? A way to know when your projects are finished A way to mark out a good roadmap for what  your client wants  An example of good business practices 
  • 10. What are they not? They're not: A substitute for people who care about what they're doing A substitute for operations support A substitute for creativity and listening The Holy Grail of Project Awesomeness
  • 11. Your Treasure Map We've established our motivations: running a successful business, doing work that matters, getting our people paid, getting our clients what they wanted. Your motivations may be different from ours. We'll walk through a few different models.
  • 12. Commonly referred to as SRS: Software Requirements Specifications. This is the management-approved, 15 different signatures for change control documents.    These include:  Scope Referenced Documents,  Requirements (including all CSCI requirements)  Qualification Provisions Requirements Traceability Notes Shall  - Will  - Must:
  • 13.   Series of Checklists Lists for: Discovery Development Environment Design Phases Wireframes Builds Client Signoff Launch Post-Launch Support
  • 14.   Hieroglyphics Your documentation and roadmap as a graphic novel: 
  • 15. Turning this: David Rees - www.mnftiu.cc
  • 16. Into this: Rebeka Sedaca - http://www.boxesandarrows.com/view/comics-not-just-for
  • 17. Answering the Big Questions Legacy Systems? How Does This Development Support Their Long Term Goals? How Did Current Systems Come to Be? What Would Happen If Nothing Got Done?   My personal philosophy is not to undertake a project unless it is manifestly important and nearly impossible. Edwin Land (Polaroid camera inventor)
  • 18. Tools Client Intake Surveys Stakeholder Interviews Existing Technical Documentation Existing End User Training Documentation Organization Charts: who does what
  • 19. How to make something that works for you: Written Requirements Doc Wireframes Milestones and Time Estimates Identified Communication Leads (a ticket system that works)
  • 20. Answering the Immediate Timeframes Why is this project happening now? What other pieces are tied to this project?  What pieces are your project anchors?    Beware the time-driven project with an artificial deadline. M. Dobson 
  • 21. Answering the Long-Term Goals Who is this system designed to support?  For how long? Are there any plans to replace this system in the future? With what?  telegraph.co.uk neospiel.co.uk
  • 22. Creating a Scope of Work What can we do now?  Is it the best thing we can do now? What can we do not-right-now, but later? The importance of wireframes
  • 23. Outlining Your Process Communicating with Lead Stakeholders  Having the 'What Does Agile Mean' conversation with your clients... Or not.
  • 24. Marking Red Flags Ahead of Time What issues are a technical challenge for your team? (What do you mean by this COBOL thing?) What issues are a technical challenge for the client? (We can't even spell HTML) What kind of security does this particular project need to have?  What kind of bandwidth support?
  • 25. Both Sides How Projects are Like a Tug of War             Each Side Has To Pull Equally http://www.johannthedog.com http://www.johannthedog.com
  • 26. That Tricky Open Source Thing You Do What happens when your product changes?    What happens when your team changes course? 
  • 27. Wrapping it All Up Using this as a guiding document for the rest of your project   With yourself With your team With your stakeholders
  • 28. Thanks! Google Moderator has questions. But we're sure you do too.     Amye Scavarda: http://createfunction.com   Bill Fitzgerald: http://funnymonkey.com/blog