Permission to come
ABOARDCap'ain...


Tom Bamford @waako  &  Karen Leech @kaelle76



Aarrrr avast... etc etc end of pirate puns ...promise


Why is the on-boarding process important

How to enable in an effective way

What is the benefit in doing this?


specifically


We're addressing freelancers/contractors, 

being one, employing one...

However BUSINESS OWNERS this intrinsically points the finger at how you run your business, how you engage with your employees/staff/friends/cats & dogs

Baaad EXPERIENCES 


 Leaving a new hire to figure out why certain classes aren't compiling, certain database connections are failing, [having] undocumented solution resides in the brain of the lead developer ...




... sets a poor precedent for cooperation, communication, it leaves the employee unmotivated, less enthusiastic about working hard, & meeting deadlines.




www.theserverside.com/tip/Getting-on-top-of-the-onboarding-process

github

have a philosophy ... that's a whole other presentation

Something for your back pocket:



Visibility

Documentation

Avoid over engineering (any) process


tomayko.com/writings/adopt-an-open-source-process-constraints

valve

Although the goals in 
this book are important, it’s really your ideas, talent, and 
energy that will keep Valve shining in the years ahead. 
Thanks for being here.

Let’s make great things.

www.valvesoftware.com/company/Valve_Handbook_LowRes.pdf
here comes the science bit


http://communicationtheory.org/maslow%E2%80%99s-hierarchy-of-needs
According to Maslow physiological, security, social, and esteem needs are deficiency needs or D-needs that arise because of deprivation. The highest- level of the pyramid is called the growth needs or B-needs

essentially make sure things/needs at the bottom of the pyramid get provision for and the rest will flow

www.lostateminor.com/2012/06/30/new-maslow%E2%80%99s-hierarchy-of-needs

why bother?

Reduce lost time on setup
Help communication, frustrations & breakdowns
Increase productivity
Minimal bug & defects carry through to client demos
Learning & Mentoring process built-in,


Happy people = infinite loop of productivity!

Did you get that?



Happy people === infinite loop of productivity!

HOW the **** do we do this?

Ideally before the contractor joins the team (be it on site or remote) they should know:

who, where, what

(Remember Maslow!)

On boarding documentation

  • Codebase location
  • Install profile instructions
    • Content generation scripts? Built into profile, bash or other method?
  • Wiki location
  • Design/theme styleguide
  • Naming conventions for features, modules, themes
  • Theming instructions
    • Main theme to be used
    • Preprocessor setup (SASS/LESS, etc)
    • Custom module theming practices

Introduction session

Communication tools

  • How does the team communicate?
  • Skype/irc/other?

Development procedures...

  • Type of procedure
    • Brief intro and/or links about procedure (agile, kanban, CI, deployment)
    • Explanation of implementation of procedure
    • Who to ask for help
  • Source control management
    • single branch CI
    • Ticket based branches per task: documented solution/execution
    • Code review via Pull requests?

Development procedures...

  • Point of contact per category question
    • Question for designs or styleguide implementation
    • Functionality - UX issues
    • Task allocation
    • Admin/Finance queries
  • Deployment/Build
    • How to?
    • How often?
    • Updates on build changes (new functionality affecting current tasks)

Development procedures

  • Ticket system
    • Concise, one line titles
    • Bullet point description
    • Internal link to relevant tickets
    • Commit linked comments
    • Time based tickets/tasks - ability for dev to add time tracking
  • Technical specification
    • Modules used broken down into features they implement
    • Modules present but not used and their role (development/staging...)

Project Management

  • Practises/Methodology
  • Resources/intro to methodology: don't assume they know
  • Implementation: format of scrum/standup (what's the difference)

Easy feedback solution needed

  • Independent of project

What is the point?

Visibility
Documentation
Avoid over engineering (any) process
Happy people === infinite loop of productivity!

Thank you

Any questions?




Can I have a cuppa now...