Setting up your team - AliceDigitalLabs/SupportingLiveProjects_2018 GitHub Wiki

People

One of the first things you should do is appoint roles:

  • client advocate
  • project manager
  • technical lead
  • user advocate

Check out our Your Project pages for an outline of what they do.

Set-up your team accounts: Summary

  1. PM: Create a new Google Account. This will be the Project Identity
  2. Tech Lead: Create a GitHub Organisation for the Team
  3. Client Advocate: Obtain a full Client Brief. Make an appointment with your client
  4. User Advocate: Create a Trello Team, and invite your team members
  5. PM: Send an email to Alice, from the Project Google Account

Set-up your team accounts: Detail

Client Advocate

As Client Advocate, you will introduce yourself and your team to the client.
Note: this task is dependent upon the Tech Lead, producing the project and organisation repo
Note: this task is dependent upon the PM producing the project google account.

  1. Introduce yourself and your team to your client
  2. Obtain the full briefing documentation from the client.
  3. Check the documentation into the project repo:
  • /documentation/brief
  1. Make an appointment with your client:
  • Minimum 1 hour, to discuss the brief
  1. Meet the team and discuss the brief BEFORE you meet the client.
  2. DON’T GO IN COLD!
  3. Use the Project Gmail Account for all communications with the client
  • Project Gmail account is created by the PM.

Project Manager

  1. As Project Manager, you will create the project Google account, and pass its credentials to the rest of the team.

The Project Manager must:

  1. set up a project GMail Account which will represent the Project's interests. Eg.
MMU_<teamname>[email protected]  ---->   [email protected]

This is your Project Identity.

Tech Lead

As Tech Lead, you will create the team’s GitHub organisation.
The Tech Lead must:

  1. use their GitHub Account to set up a Project Organisation. Invite all team members to the organisation
  2. use their GitHub Account to set up a Project Team within the Project Organisation. Invite all team members to the team.
  3. Invite Alice, as an admin to the Project Team
  4. use their GitHub account to fork the base project, the live projects template.
  5. rename the project suitably
  6. invite the Project Team to the project

User Advocate

As User Advocate you’ll be setting up the Trello boards the team needs for their initial discussions

The User Advocate must:

  1. create a Trello team having the team name (or something close to it)
  2. invite the team members to the new Trello team.
  3. create the following boards, in the Trello team:
  • Overview
  • Discussions
  • User Stories
  • Investigations
  • Implementations
  • Features
  • Design
  • Tasks
  • Plan

  1. Invite Alice as an admin to any Trello boards created

  2. Invite the team members as to any Trello boards created

  3. In the Overview Board create a new card called ‘Repo’.

  • In it, put the link to the main repository
  1. In the main repository readme.md, turn the entries for the trello boards into links to the actual boards (USE MARKDOWN)

The Rules

Your GitHub and Trello accounts are public.

  • Absolutely NO usernames, passwords or certificates. EVER. Store them in your Project Google Account ONLY, if you have to.
  • No personally identifiable information
  • Respect people and their property.
  • If you ask for advice, from anywhere, be respectful and kindly. NEVER rise to trolls.
  • If you're unsure about a license, ask Alice
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