Planning (#TODO: *1 document needs review, not ok)

NOTOK

Introduction

Planning always happens in an organization repository, such as:

  • org_development (engineering)
  • org_support
  • org_quality
  • org_internalit
  • org_marketing
  • org_product
  • org_finance
  • org_legal
  • org_hr

Remember that organization repositories should only be created in GitHub organizations of type "projorg" such as gig-projects.

Also in case of planning related to product development, the planning should only happen in an organization repository, even while the actual code exists in a code repository, which can only exist in GitHub organizations of type "codedorg" such as jumpscale.

So in other words, for all product development there will always be two repositories:

  • One code repository in a "codedorg" organization where the actual code exists
  • One organization repository in a "projorg" organization where the planning happens

As a consequence you will have two "types" of milestones involved:

  • A non-time based milestone in the code repository - here we typically use a release number such as "8.1"
  • A time based milestone in the organization repository - here we use specific names like nov_end

In what follows we discuss the steps for planning related to product development.

Step 0: Prepare

  • Per company there is a GitHub organization of type "projorg", e.g. gig-projects
  • Per group of products there is GitHub organization of type "codedorg", e.g. jumpscale

    • Here you will have/create one or more code repositories, e.g. Jumpscale/jumpscale_core8
    • Make sure all your code repositories are well prepared, having the right labels and milestone:

    • Use our tools to set the labels, ...
  • Make sure all people have access

Step 1: Roadmap / strategic planning

  • In the home repository of the "projorg" organization

    • Update README.md ($homerepo/Readme.md)
      • Link to all documents mentioned below
    • Create terminology document ($homerepo/terminology.md)
      • Define all relevant terms related to your products
    • Create components document ($homerepo/components.md)
      • Define the components which make up the products
      • Describe what all these components do
      • Include links to the associated code repositories
  • In org_development or org_research of the "projorg" organization

    • Define roles
    • Define milestones (time based!)
    • Explain why the milestones
    • Define owners of the milestones
  • In proj_... of the "projorg" organization

    • Define owner (only 1 role = project owner)
    • Define milestones (time based!)
    • Explain why the milestones
    • Define team
  • Telegram group (optional)

    • Create telegram group with same name as repo prepended with short company name e.g. gig_org_development
    • Make sure right people have access to it
    • All relevant stakeholders & story card owners

Step 2: Story card preparation

  • Is an ongoing process
  • Stories should only exist in a GitHub organization of type "projorg"
  • Create all story cards relevant for 1 or more milestones
    • Put the story cards in the right milestones!
  • Choose the story card owners wisely
  • Use Telegram: $shortcompanyname_milestone_$name

Step 3: Stakeholder meeting (see meetings doc)

  • Call stakeholder meeting to discuss milestone(s)
  • Use Telegram: $shortcompanyname_milestone_$name
  • When approved, announce over Telegram
  • When not approved do more of these meetings, go back to step 2 when required

Step 4: Milestone meeting (see meetings doc)

  • Present milestone and related story cards to everyone involved in the relevant organization
  • This is the official start of getting this milestone done
  • Use Telegram: $shortcompanyname_milestone_$name

Step 5: Story group meetings (see meetings doc)

  • The story owners organize meetings to discuss progress
  • Happens every day, needs to be very short < 15 min
  • Use Telegram: $shortcompanyname_milestone_$name
  • Use gig_story_$shortStoryName to communicate specifically about 1 story when this becomes relevant (is optional)

Step 6: Demo meeting (see meetings doc)

  • Give demo's about what has been accomplished
  • Use telegram: $shortcompanyname_milestone_$name

Step 7: Milestone acceptance meeting (see meetings doc)

  • Discuss how the milestone went, learn for future
  • Use Telegram: $shortcompanyname_milestone_$name

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