Scoping a project helps the Admin understand how much work is needed and what features you can utilize. Avoid ‘solutioning-on-the-fly’, take time to review your requirements.
About Joshua Hoskins
Joshua is not your average certified developer! He loves to dive into dialog about complex business processes and challenges to dig up innovative solutions for enhancement aiming to make doing business easier, more efficient, compliant, audit-able and user friendly. He has a passion for designing data models, writing elegant apex code and building sexy data integrations with Salesforce.com is my specialty. As a Salesforce MVP he is constantly contributing to the community.
Terms we cover:
Discovery & Scope
- In a world where you implementing software a good scope after a well run discovery session, is the best opportunity for you listen (first and foremost), set expectations
- Discovery – collaborative, forward focusing, as little solutioning as possible (can be a rabbit hole)
- Scope – what you are going to do
- Discovery & Scope
- LoE (Level of Effort) – “What’s it gonna take to get this Done”, Timeline & Resource Plan to delivery the scope
- Project Objective – Broad success criteria e.g. “Deliver a CRM system that is fit for purpose”
- Success Criteria (Measurable) – e.g. “Reduce the average processing time by 45%”
- Assumptions – e.g. “No Apex or Visualforce Pages will be required”
- Roles – types of people
- UAT – user acceptance testing
The Process (Sequentially)
- Why are we here? – meeting background
- The “Baseline” – what is going on today?
- What’s NOT working? – paint points to solve for..
- What IS WORKING Well? — stuff not to break
- The “Big Picture” — Who, What & When (-How)
This is your chance as a community to shine and be featured on the podcast! This is your chance to be creative! Record the introduction to the podcast for us, and we’ll use it in our upcoming episodes! Your intro should follow this script: “Welcome to the ButtonClick admin podcast. Here are your hosts, Mike Gerholdt and Gillian Madill!” then leave us your name and where you are calling from. Be creative! This is your chance to use cool sound effects, music, or even sing it as a song! Click here to share your Admin Buzz!