Architects & PM Guide – project Kick-off template/checklist

Repeatability is the key for the success of IT projects and this can be otherwise termed as “well-defined process”. In this post, I am sharing what I follow in all of my greenfield software development projects as simple checklists which I and my team are following nearly a decade. I am continuously refining, refactoring or tweaking the checklist as per the changes in the technology and infrastructure.

I would strongly recommend trying if you don’t have one. I tried listed in chronological order without any supporting explanations but for anyone who is Project / Account Managers, Solutions / Technical Architects or Software engineers can easily understand

1. Project Code

2letter client name + 3 letter project name + D or M or T + 1 to N

D – Development
M – Maintenance
P – Porting
T – Testing

1 – N = Phase 1, 2 … N

Example: CWCMPD1 [Chance World Car Market Place D 1]

2. Git Hub Repository

  1. <appname>.web
  2. <appname>.mobile
  3. <appname>.wireframe
  4. <appname>.web.html
  5. <appname>.mobile.native.IOS
  6. <appname>.mobile.native.android
  7. <appname>.mobile.web
  8. <appname>.mobile.web.html
  9. <appname>.server
  10. <appname>.devops

3. CI/CD & Infra setup

  1. Web.Build
  2. Mobile Android
  3. Mobile iOS
  4. Test flight set up
  5. Buddy.works
  6. Appliance setup – Dockers in virtual box (& direct install in the PC or EC2 Linux)
  7. AWS / AZURE cloud configuration (As applicable)
    1. IAM
    2. Access permission
    3. VPC
  8. Monitoring
    1. Infra Cost
    2. Servers & Disk space
  9. Failover
  10. Backup and restore
  11. Vulnerability patch management

4. Rest Endpoint links with some naming conventions (Start with dev first then Test or Staging and Production)

  1. api.<appname>.dev.helenzys.com
  2. api.<appname>.stg.helenzys.com
  3. api.<appname>.prd.helenzys.com
  4. web.<appname>.dev.helenzys.com
  5. web.<appname>.stg.helenzys.com
  6. web.<appname>.prd.helenzys.com
  7. m.<appname>.dev.helenzys.com
  8. m.<appname>.stg.helenzys.com
  9. m.<appname>.prd.helenzys.com

5. Paper work

  1. NDA
  2. MSA
  3. SOW / Work order

6. Database (in Postgres)

  1. dev.<appname>
  2. stg.<appname>
  3. prd.<appname>

Username: user

Password: password

Admin user: admin

Admin password: password

7. Collaboration

  • Slack named as <ProjectCode>

8. Team structure

  1. Designer
  2. Front-end developer web/mobile
  3. Test engineer (functional, Security, performance,)
  4. DevOps Engineer
  5. DBA
  6. Project manager
  7. Architect
  8. Technical writer

9. Tools used

  1. Bitrix / JIRA / Github Projects etc.
  2. Invision
  3. Github
  4. AWSCloud/docker
  5. Docker
  6. Mockaro /faker
  7. Virtual box

10. Project Setup in PM tools like Github Projects / Bitrix / JIRA

  1. Project Creation
  2. Team member allocation
  3. Client contacts
  4. Sprint or Milestone setup (For each sprint)
    1. List all Business functions
    2. List all test casesi. Functional

      ii. Security

      iii. Performance

    3. Defects / Bugs (Cycle 1, Cycle 2, Cycle 3)
    4. Devops Tasks
    5. Wireframe Tasks
    6. HTML Tasks
    7. Backend / Server / API Tasks
    8. Front-end tasks – Web
    9. Front-end tasks – Mobile website
    10. Front-end tasks – IOS Mobile
    11. Front-end tasks – Android Mobile
  5. Wiki page setup (in GitHub as markdown pages or Bitrix template)
    1. Getting Started
    2. Environment Setup
    3. Release links
    4. Business Architecture
    5. Process Flows
    6. Technical Architecture
    7. Software & Hardware Requirement
    8. Open Source Libraries & Frameworks
    9. Technical Deep Dive
    10. Data dictionary
    11. Project Dashboard in Kibana (as bitrix in-app)
    12. Weekly Status Reports
    13. Steering Committee Reports
    14. User Guide
    15. Releases (with release notes)
    16. References

11. Miscellaneous

  1. Project wiki
  2. Rest end points
  3. Mock data creation
  4. Kibana reports
  5. Repo permissions

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