📺 Develpreneur YouTube Episode

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Mastering the Project Kickoff Setting the Stage for Success

2024-08-06 •Youtube

Detailed Notes

In the latest episode of the “Building Better Developers” podcast, we delve into a crucial yet often overlooked aspect of project management—the Project Kickoff. This episode is part of our ongoing series on the developer journey, aiming to equip developers with the knowledge and skills to excel in their careers. The discussion provides valuable insights into the significance of a well-structured project kickoff, regardless of the project type or organizational context.

Read more... https://develpreneur.com/mastering-the-project-kickoff-setting-the-stage-for-success

Stay Connected: Join the Developreneur Community

We invite you to join our community and share your coding journey with us. Whether you’re a seasoned developer or just starting, there’s always room to learn and grow together. Contact us at [email protected] with your questions, feedback, or suggestions for future episodes. Together, let’s continue exploring the exciting world of software development.

Additional Resources

* Working The Project – Consulting Success (https://develpreneur.com/working-the-project-consulting-success/)

* CYA Documentation: Getting Started With Consulting (https://develpreneur.com/cya-documentation-getting-started-with-consulting/)

* Winning Your First Project: A Developer’s Guide to Starting Your Side Hustle (https://develpreneur.com/winning-your-first-project-a-developers-guide-to-starting-your-side-hustle/)

* A Project Management and Pricing Guide for Success (https://develpreneur.com/a-project-management-and-pricing-guide-for-success/)

Transcript Text
[Music]
hello I hit the record button so now we
are recording we are okay not live we're
live a live but we not live this episode
what do we want to talk about well
actually I want to pitch this one and I
think you threw some others out um
somewhere in the slack channel uh for
those of you playing along at home if
you don't use slack uh it's a really
good system I actually like it better
than teams I'm not going to complain too
much on that's a whole other soap box
issue how much has driven me nuts lately
um I thinking about like what's a
kickoff I think this would be something
that we're sort of at a point of there
is it's interesting that it's become
more of a to me it's become more of a
thing in the last 10 or 15 years maybe
it's because of where I you know my
position career-wise and stuff I was
doing before that I mean there were
kickoffs but there
wasn't I don't think there were they
were as structured as they have gotten
to be now and how they they can and
should be so I'm thinking this may be a
good one it's like hey now you you've
won a project or you know you come
across Finish Line and your boss is like
hey we've got a new
project what should you expect from a
kickoff when you should kickoff some of
those kinds of things because I've seen
a lot of different approaches to it um
especially in the agile world it's a
little different each of them there's
there's different ways I've seen that
done so I think it may be good worth a
little uh you know discussion and and
see where it goes yeah I like that
then once again well hello and welcome
back we are continuing our discussion of
the developer Journey here on building
better
developers spoiler alert that developer
Journey should take you to becoming a
better developer that's our goal that's
why we're here this is what we've done
and how we want to share with you and
hopefully get some feedback from you
guys as well guys and gals and whatever
else is you want to be my name is Rob
briad I am one of the founders of
developing nor building better
Developers also a founder of RB
Consulting where we simplify integrate
and automate basically we take your your
me your sprawl of Technology we take a
look at what's there whether it's modern
or whether it's 15 years old and it's
about to go out of you know support and
and all that kind of bad stuff we help
you figure out what you got where it
needs to go and how to best move you
there and we'll even move you there if
we need to we'll Supply the moving
trucks you name it we'll do it on the
other end is my go ahead and introduce
yourself hey everyone my name is Michael
malash I am also one of the founders of
Envision of uh developer boy I need more
caffeine I'm also a founder of Envision
QA where we help small to midsize
businesses and Healthcare startups and
clinicians build custom software to meet
their needs and review their current
processes to make sure that they have
the right software to do the right
job and little you know Pro tip there
while he was talking I took some
caffeine while I'm talking he's doing
the same so that's how we keep this
thing going this episode I want to talk
about kickoff not like football kickoff
or something like that but project
kickoff and this could be uh if you're
working for you if you're company
somewhere if you're employed it may be a
new project there may like an internal
project it could be kicking off your
side hustle project it could be a
customer that you've got if you're you
do consulting or something like that and
they bring you a project and this is
it does vary a little bit what you're
going to need from Project to project
but there's definitely there are
definitely some things that you want to
have as a part of your kickoff now the
first thing which is funny because it
goes back to my first job very first job
I was in I can't remember how I've been
working for a few weeks something like
that and something happened I can't
remember if I was sick or something like
that but I wasn't going to be able to
make it to work on time this is before
everybody had cell phones we had these
big things you had to have like you two
hands to like pull the dial and sort of
look like Price is Right Stuff but I
didn't have phone numbers I didn't have
a phone number for the for the business
I didn't I mean I I could look that up
in this thing they called The Yellow
Pages which was a book that had phone
numbers in it and I could go get that
but I couldn't get a hold of like a
specific manager or anything and even
then the business phone like never got
answered basically it never got answered
there were a couple of of phones that
you could get to people that were you
know internal but you couldn't get to
the through the actual business phone
you you got nothing and so I realized
fairly quickly is like oh I need to have
that I should have first thing when I
start a job I should know like who's my
boss how do I get a hold of them these
days it should be like you know phone
number if there's a phone number to get
a hold of them email address definitely
so I can get hold of them that way um
anything like that you know those kinds
of really it's it's just administrative
stuff and now most of the time when you
do a when you start a job one of the
things you're going to do is you're
going to have like a an orientation
you're G to have something that first
you know little bit first day whoops
first day of your job and stuff like
that you're probably filling out
paperwork and they're walking through
this is what your job's like this is
what the company's like this is sort of
what you want to do with your
project one of the most important things
to get going on on a project when you do
the kickoff is introduce yourselves we
should know it should include doesn't
have to include everybody in the project
but definitely the major players so if
you've got a team of you know thousands
of developers they don't want to have to
be a part of it but you should have like
the leads you should have the testing
leads you should have the customer
Representatives those kinds of things
the people that are the for lack of a
better term the executive team of the
project now that may just be you and a
customer but still
those people need to be part of that
whether they don't have to be in person
but they have to be a part of that
kickoff call because what you want to do
is say
basically this is the team this is what
we've got as far as the you know from a
software point of view like here's the
implementation group here is the
customer and this is who these people
are this is their role ideally and
doesn't always happen but one of the
things you want to do is identify like
the key decision maker or the decision
and make her who are your primary
contacts both ways so for the
customer part of that conversation is if
I have convers have questions about
let's say requirements because we're
going to go into the requirements phase
sometime early on if I have questions
about them who should I talk to or
should I you know or is there a a group
mailing list should we set up a group
mailing list along with that it is a lot
of this administrative stuff it's things
like okay what happens how do we track
conversation ations do we use that thing
I use mentioned earlier like slack or do
we use some sort of a a ticketing system
or do we use teams or do we just have an
email that we pass back and forth or do
we have a spreadsheet that we pass back
and forth is there a Wiki site how do we
track this
stuff and then with that is like how do
we build what is our goal for building
uh documentation and other deliverables
are we going to you know have shared
stuff is it going to be something where
it sort of passed back and forth
these and this is not necessarily at a
specific level where you're going to
have to have all your templates and
everything done because your kickoff
should not take you three days it should
take you you know maybe 30 minutes maybe
an hour depending on your team and
things like that but it's essentially
like here's how we're going to proceed
this is the you know it's typically it's
going to be a reiteration of the the
project Charter or statement of work or
MSA or something like that where it's
just basically like okay this is what
we're doing this is the team this is the
you know maybe this is the phase that
we're working on and this is how we want
to work this is how we're going to
communicate and how we're going to work
together getting that is really one of
the key things for your your kickoff
because kickoff is not Gathering all the
requirements or anything like that
kickoff is really like setting the stage
to say okay let's introduce everybody
let's talk let's do what we need to do
let's get our ducks in a row because in
the next meeting we have it's almost
like a pre- meeting because then the
next meeting we have is where we're
really going to start working on these
things those are my thoughts and that's
like that and however much $15 will buy
you a cup of coffee these days but over
on the other side there I want to see
what so what what are some of your
thoughts and some of your experiences
with kickoffs and uh and even some
feedback on some of the things that I
threw out there so before I jump into my
thoughts I have a couple questions for
you based on how you introduced the
kickoff so in today's world where we've
gone away from the more waterfall
approach to the more agile approach do
you feel that we've lost some of that
requirements
Gathering piece where this type of
kickoff documentation gets put together
because typically we would do that at
the start of the project and then over
time we would update that but with agile
sometimes we're moving so fast that we
forget to do that like we do that at the
beginning but then we're just constantly
going going going we assume that that's
the right document and it never gets
updated what are your thoughts on that
wow that's a whole that'll be the next
episode we'll talk about documentation
and keeping it in sync um I do think
there's part of that because with
waterfall you really don't move forward
I in the strict sense you don't move
forward until the document is done and
then you don't change the document
that's the waterfall thing is you get it
all figured out and then you move
forward that's like you know where
you're running and you know you're going
to run until you get to the Finish Line
agile is different because it's
basically saying we're going to start
moving and we're not really sure where
we're going to land we really we sort of
know where we're headed but I'm not sure
how we're going to get there and so it's
sort of the difference if Columbus had
come to America and he had used a
zipline to get across the ocean very
different from how he managed to get
where he you know his trips and how he
went so I think you
if if the agile approach especially if
you're doing like scrum with Sprints and
things like that if part of it is that
you are making sure you're updating
document as documentation as you go if
you have as part of your deliverables
each time and this is something you
would discuss in a kickoff would be
things like we're going to take an agile
approach we're going to do you know two
week Sprints at the end of every Sprint
we're going to have a half hour demo
we're going to deliver this kind of
document this kind of update blah blah
blah
doing that is part of I think is an
essential part of that kickoff is to set
yourself up from the start to say this
is how we're going to do it and then if
you
don't at least you've said it and you've
try you've got some accountability
hopefully and even something that you
know somewhere down the line usually
it's going to be maybe the developers
but a lot of times going to be the
customers going like say wait a minute
you mentioned you were going to do X
right you were going to have unit tests
to run for every deployment I haven't
seen those those are the kinds of things
that you want to set that stuff you set
it up at first and then when you get
into that first Sprint from the kickoff
on that's sort of your checklist of are
we doing all of these things and if you
do that right then that aners that goes
back to your question I know it it's a
long trip to get there but I took an
agile approach a set of waterfall and
it's that is how you're going to we'll
call it protect yourself or do it right
now can you get away from it yes you can
however we do what we can to try to like
you know set ourselves up for Success
back to you gotcha okay so I'm GNA put a
pin in the documentation part of things
because I I like the idea we can do that
uh in the future uh discussion so to me
the kickoff idea which is interesting
because I've worked in a couple
different companies from you know
Fortune 500 to small startups
to the
individual uh you know Consulting
businesses and our own type of
businesses where we've start our es
Corps and
llc's
essentially as I'm going into any type
of job you know as developers we have
kind of ingrained in us the whole
software development life cycle we have
this whole idea of how software gets
built the processes we go through but
when you walk in and you deal with any
type of kickoff be it a project be it a
new job be it a new
position you need that critical
information to do your job now it's not
necessarily what it is that you're doing
but you need to know the key players
that you need to talk to so you're going
to need things like the organizational
chart of the organization how is it
structured who do you talk to if your
manager's out where do you go uh in some
cases there is no one to go to and
you're basically going to have to figure
it out the key there is understanding
which scenario you're in if you're in a
scenario where there is someone above
your boss you need to make sure you
include them with that kickoff you need
to make sure that you communicate to the
right players at the right
time for
instance a couple jobs ago I was in a
situation where I had moved up to being
a manager the my direct manager uh I
replaced the manager of our team and our
d director literally within the first
month of me moving up
left so we had an immediate vacuum for
our application well funny thing is
we're in the middle of a Sprint and we
have a release about to go
out I immediately run into panic mode
because at this point in time I had not
received all of the kickoff information
I needed for who I need to talk to to
handle the release cycle
thankfully uh I was able to finally
figure out that we had a release
committee that required certain players
to sign off on what we we were
doing so it's not necessarily just who
to talk to but it also
requires uh not just the tools to
communicate but what you need to do to
get a release out what type of release
notes what type of documentation is
necessary for us to do these kickoffs so
again I don't want to get too far into
the weats on documentation but as you're
kicking off a project with with most
srs's or system requirement
documentations you're going to need some
key information you know like Rob said
you know what type of communication
tools are needed who is required for
what what is maybe the organizational
chart who is the current project owner
who is the current uh you know tester
you user tester who are your testers do
you even have testing some organizations
don't even bring in testing till later
in the cycle which is not a good thing
but it happens so in these situations
having something like the start of a
software requirements document at the
beginning of the kickoff even if it
doesn't contain all the requirements you
can still fill in key information that
is necessary for the organization to
move forward with any release or
software development so again we're not
getting into the software documentation
per se but we are talking about that
software development life cycle this is
in the requirements Gathering phase and
even before the requirements Gathering
phase these are questions you need for
to be be able to even go into the
requirements Gathering paase who are the
players you know who are the people in
the organization who are the customers
who is the end user is it internal or is
it external if it's external you you may
have to go a totally different route to
figure out who you can talk to because
it may be mobile users well okay if this
is a public app who are you going to get
to test your app you know you don't
necessarily have one key person so you
may have to go get a set of people to
test or give you information on your
application so that's one thing to think
about as you're doing these kickoffs
thoughts on that
right that's actually that's an
excellent point is I that I didn't touch
on at all
the uh third party external stuff in
particular is that you've got your
you've got your team that is part of
this uh but it it also a lot of what you
said reminds me of a lot of the uh the
sort of like assessment type kickoffs
I've done where you you start off
talking
to you know a a manager CEO or whatever
it is you're talking to somebody a
couple of key people leaders in the the
organization but the process from there
is going to be reaching out to other
people in organization so things like an
org chart are very helpful so you can
say what do you have what you know who
do I talk to to get some of this
information and some of that is
conversations like who am I able to talk
to who you know who should I talk to and
some of that even what should I know
about discussions because there are
going to be things where uh particularly
when you get into larger organizations
they may have partners that are trusted
Partners where you can talk about
anything and there's going to be other
partners that you have very you need to
be very specific in what you say or
don't say sometimes I've been in
situations where there are third parties
and they are not supposed to know each
other exist internally to the company
basically you know where you've got
things where it's like you're sort of
playing different people against each
other or or competing or however it
is and so you really want to get that
that lay of the land now you may not get
all of that in the kickoff especially
the the political details we'll we'll
talk about we'll say but you want to get
some of that kind of information because
you do want to be able to at least get
that start of who am I supposed to be
talking to and then further down the
line you can come back and say oh wait
you're supposed you need information of
that person but that's not the person
you need to talk to you actually need to
go talk to that person you know there's
there's all of that mix so the just
because they're not in the kickoff
doesn't mean there's not some sort of a
dotted line or some sort of need for
them as you you get into your project
just like there is a need for you to
come back here and listen as we continue
to do episode after episode we are going
to continue the developer Journey we are
going to continue out on YouTube where
you can you can see us instead of simply
just listening to us you can see all of
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I can crank out 10,000 steps a day
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thrive on that's how we you know sort of
work our way forward on what's the next
topic what's the next season uh
sometimes what are we going to talk
about even five minutes from now that
being said we're going to wrap this one
up and just continue so uh you know
don't go anywhere come on back soon
we'll be back with more of the developer
Journey as always go out there and have
yourself a great day a great week and we
will talk to you next
time bonus
material so as we were discussing the
kickoff what immediately came to my mind
was that tree swing
diagram and I don't want to put put it
on the screen here because I don't know
if it we fall under copyright with that
so just go Google tree swing software
development uh IC and there's multiple
versions of this out there but it
essentially when you're doing a kickoff
you want to make sure that you have
essentially all the players that are on
that comic in that meeting you want to
make sure you have your project owners
your sales people your testers your end
users you want to make sure the key
players or as many of them that are
available are present at the beginning
or at least
identifi this way before you get too far
into the requirements Gathering process
you have good Communications established
you have good or or charts set up and
then you can go through and hopefully
you will have a smoother transition into
the requirements Gathering building out
those user stories and ultimately
producing a product that everyone is
happy with in a reasonable amount of
time yeah that's I think that's an
excellent point is to is to as a
deliverable or something that is that
you really want to come out of your your
kickoff is something that's essentially
a recap that says here's what we're
going to do here's the team here's how
we're going to get there you know if
nothing else you you sort of set the
things and you're not going to have all
the details obviously but just sort
of like a mission or Vision you know V
mission statement vision statement
something like that that's basically
like this is the prog the how we're
going to progress thanks for everybody
nice that we got to meet you now let's
get into this because that's what you
you want to set that tone right away
that it's like hey we're going to we're
we're going to set a goal we're going to
make sure that we're clear on the goal
and we're going to move forward on the
goal and that's just how we're going to
do U you know how we're going to do this
project so that we can be successful now
you know if you do it right it could be
similar to like the marketing kickoffs
for like Marvel how they did the Marvel
conference for Comics if you do the
start of this correctly and you have
investor you could even Inspire and get
everyone motivated and therefore at the
start of this everyone's going to go in
with a positive attitude and be gunning
to get this done that is that's actually
that's a good little bonus point to have
is that you really do want to come into
the you know go into the kickoff with a
goal of getting everybody you know
essentially pumped about this like okay
this is we're going to do this this is
great we're going to get it done
sometimes that's not much trouble you
know sometimes it's very easy easy to do
sometimes it can be very difficult it
may be something where you're now the
fifth person that's started this kicked
off this project in the last year and
people are a little bit defeatist about
it so you don't and you may not be able
to do all of that in your kickoff you
may be able to you know have to do
something like that as part of your
first maybe your first Sprint or
something like that
but that is a good uh good goal to have
for example it's a great goal for you to
have wrapping this up because we are
we're going to be we're done with this
episode hope you have some good goals
and some things that you can chase for
the rest of your day uh hopefully this
is now giving you a little bit of that
oomph so you're ready to like step into
maybe kicking off your next project as
always like I said give us feedback
wherever possible we're always happy to
get that and and work with it uh we can
use your name or we can leave you
Anonymous it depends on what whatever
you want if you want to be internet
famous great if you don't that works
well also so we'll wrap this one up
we'll be back here again same channel
same time check us out a couple times a
week as drop our episodes we also have
the the podcast out there you can grab
that in your favorite podcast that
happens to be and we will see you guys
next time
[Music]
Transcript Segments
1.35

[Music]

27.8

hello I hit the record button so now we

30.439

are recording we are okay not live we're

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live a live but we not live this episode

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what do we want to talk about well

38.76

actually I want to pitch this one and I

41.44

think you threw some others out um

43.68

somewhere in the slack channel uh for

46.32

those of you playing along at home if

48.039

you don't use slack uh it's a really

51

good system I actually like it better

52.52

than teams I'm not going to complain too

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much on that's a whole other soap box

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issue how much has driven me nuts lately

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um I thinking about like what's a

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kickoff I think this would be something

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that we're sort of at a point of there

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is it's interesting that it's become

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more of a to me it's become more of a

71.119

thing in the last 10 or 15 years maybe

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it's because of where I you know my

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position career-wise and stuff I was

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doing before that I mean there were

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kickoffs but there

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wasn't I don't think there were they

83

were as structured as they have gotten

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to be now and how they they can and

86.799

should be so I'm thinking this may be a

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good one it's like hey now you you've

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won a project or you know you come

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across Finish Line and your boss is like

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hey we've got a new

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project what should you expect from a

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kickoff when you should kickoff some of

100.6

those kinds of things because I've seen

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a lot of different approaches to it um

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especially in the agile world it's a

109

little different each of them there's

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there's different ways I've seen that

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done so I think it may be good worth a

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little uh you know discussion and and

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see where it goes yeah I like that

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then once again well hello and welcome

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back we are continuing our discussion of

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the developer Journey here on building

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better

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developers spoiler alert that developer

132.8

Journey should take you to becoming a

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better developer that's our goal that's

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why we're here this is what we've done

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and how we want to share with you and

140.2

hopefully get some feedback from you

141.56

guys as well guys and gals and whatever

143.519

else is you want to be my name is Rob

145.72

briad I am one of the founders of

148.16

developing nor building better

149.319

Developers also a founder of RB

152.08

Consulting where we simplify integrate

155.04

and automate basically we take your your

157.4

me your sprawl of Technology we take a

159.84

look at what's there whether it's modern

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or whether it's 15 years old and it's

164.599

about to go out of you know support and

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and all that kind of bad stuff we help

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you figure out what you got where it

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needs to go and how to best move you

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there and we'll even move you there if

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we need to we'll Supply the moving

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trucks you name it we'll do it on the

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other end is my go ahead and introduce

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yourself hey everyone my name is Michael

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malash I am also one of the founders of

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Envision of uh developer boy I need more

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caffeine I'm also a founder of Envision

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QA where we help small to midsize

193.72

businesses and Healthcare startups and

197

clinicians build custom software to meet

199.36

their needs and review their current

201.239

processes to make sure that they have

202.64

the right software to do the right

205

job and little you know Pro tip there

208.959

while he was talking I took some

210.799

caffeine while I'm talking he's doing

212.84

the same so that's how we keep this

214.319

thing going this episode I want to talk

216.92

about kickoff not like football kickoff

219.84

or something like that but project

221.76

kickoff and this could be uh if you're

225.159

working for you if you're company

226.799

somewhere if you're employed it may be a

227.959

new project there may like an internal

230.159

project it could be kicking off your

232.48

side hustle project it could be a

234

customer that you've got if you're you

235.64

do consulting or something like that and

237.04

they bring you a project and this is

240.76

it does vary a little bit what you're

242.28

going to need from Project to project

244

but there's definitely there are

245.879

definitely some things that you want to

247.56

have as a part of your kickoff now the

251.04

first thing which is funny because it

253.2

goes back to my first job very first job

258

I was in I can't remember how I've been

259.4

working for a few weeks something like

260.84

that and something happened I can't

262.28

remember if I was sick or something like

263.479

that but I wasn't going to be able to

264.8

make it to work on time this is before

267.32

everybody had cell phones we had these

268.84

big things you had to have like you two

270.32

hands to like pull the dial and sort of

272.8

look like Price is Right Stuff but I

275.72

didn't have phone numbers I didn't have

278.12

a phone number for the for the business

279.68

I didn't I mean I I could look that up

281.4

in this thing they called The Yellow

282.68

Pages which was a book that had phone

284.08

numbers in it and I could go get that

286.36

but I couldn't get a hold of like a

287.639

specific manager or anything and even

290.16

then the business phone like never got

293.16

answered basically it never got answered

295.24

there were a couple of of phones that

297.12

you could get to people that were you

298.88

know internal but you couldn't get to

301.639

the through the actual business phone

303.52

you you got nothing and so I realized

306.72

fairly quickly is like oh I need to have

309.72

that I should have first thing when I

312.36

start a job I should know like who's my

314.6

boss how do I get a hold of them these

316.52

days it should be like you know phone

318.56

number if there's a phone number to get

319.759

a hold of them email address definitely

321.56

so I can get hold of them that way um

326.24

anything like that you know those kinds

328.24

of really it's it's just administrative

332.12

stuff and now most of the time when you

334.039

do a when you start a job one of the

337.08

things you're going to do is you're

338.36

going to have like a an orientation

340.6

you're G to have something that first

342.68

you know little bit first day whoops

344.6

first day of your job and stuff like

346.28

that you're probably filling out

348.24

paperwork and they're walking through

349.84

this is what your job's like this is

351.199

what the company's like this is sort of

354.08

what you want to do with your

356.08

project one of the most important things

358.56

to get going on on a project when you do

361.12

the kickoff is introduce yourselves we

364.919

should know it should include doesn't

367.039

have to include everybody in the project

368.599

but definitely the major players so if

370.759

you've got a team of you know thousands

372.36

of developers they don't want to have to

373.84

be a part of it but you should have like

376.12

the leads you should have the testing

377.8

leads you should have the customer

379.36

Representatives those kinds of things

381.24

the people that are the for lack of a

384.199

better term the executive team of the

386

project now that may just be you and a

387.919

customer but still

391

those people need to be part of that

394.639

whether they don't have to be in person

395.96

but they have to be a part of that

397.08

kickoff call because what you want to do

399.199

is say

400.4

basically this is the team this is what

403.199

we've got as far as the you know from a

405.8

software point of view like here's the

406.96

implementation group here is the

409

customer and this is who these people

411.039

are this is their role ideally and

414.52

doesn't always happen but one of the

415.56

things you want to do is identify like

417.08

the key decision maker or the decision

419.599

and make her who are your primary

423.56

contacts both ways so for the

426.56

customer part of that conversation is if

429.12

I have convers have questions about

431.199

let's say requirements because we're

432.919

going to go into the requirements phase

434.24

sometime early on if I have questions

436.28

about them who should I talk to or

438.44

should I you know or is there a a group

440.8

mailing list should we set up a group

442.4

mailing list along with that it is a lot

445

of this administrative stuff it's things

446.639

like okay what happens how do we track

449.08

conversation ations do we use that thing

451.479

I use mentioned earlier like slack or do

453.36

we use some sort of a a ticketing system

455.72

or do we use teams or do we just have an

457.759

email that we pass back and forth or do

459.4

we have a spreadsheet that we pass back

461.08

and forth is there a Wiki site how do we

464.12

track this

465.44

stuff and then with that is like how do

467.68

we build what is our goal for building

471.599

uh documentation and other deliverables

473.96

are we going to you know have shared

476.4

stuff is it going to be something where

477.599

it sort of passed back and forth

480.08

these and this is not necessarily at a

482.4

specific level where you're going to

483.639

have to have all your templates and

484.8

everything done because your kickoff

487.479

should not take you three days it should

489.24

take you you know maybe 30 minutes maybe

491.52

an hour depending on your team and

492.759

things like that but it's essentially

494.12

like here's how we're going to proceed

496.759

this is the you know it's typically it's

498.919

going to be a reiteration of the the

501.44

project Charter or statement of work or

503.56

MSA or something like that where it's

505.24

just basically like okay this is what

507.639

we're doing this is the team this is the

511.36

you know maybe this is the phase that

512.839

we're working on and this is how we want

516.159

to work this is how we're going to

518.599

communicate and how we're going to work

520.279

together getting that is really one of

523.839

the key things for your your kickoff

525.839

because kickoff is not Gathering all the

528.56

requirements or anything like that

529.8

kickoff is really like setting the stage

531.68

to say okay let's introduce everybody

534.839

let's talk let's do what we need to do

536.519

let's get our ducks in a row because in

539.16

the next meeting we have it's almost

540.8

like a pre- meeting because then the

541.959

next meeting we have is where we're

543.32

really going to start working on these

545.519

things those are my thoughts and that's

547.64

like that and however much $15 will buy

550.8

you a cup of coffee these days but over

552.88

on the other side there I want to see

554.6

what so what what are some of your

556.24

thoughts and some of your experiences

557.8

with kickoffs and uh and even some

560.12

feedback on some of the things that I

561.36

threw out there so before I jump into my

564.32

thoughts I have a couple questions for

566.24

you based on how you introduced the

568.8

kickoff so in today's world where we've

572.079

gone away from the more waterfall

574.079

approach to the more agile approach do

576.72

you feel that we've lost some of that

579.2

requirements

580.519

Gathering piece where this type of

583.16

kickoff documentation gets put together

587.12

because typically we would do that at

588.72

the start of the project and then over

590.64

time we would update that but with agile

593.04

sometimes we're moving so fast that we

595.399

forget to do that like we do that at the

597.399

beginning but then we're just constantly

598.92

going going going we assume that that's

600.88

the right document and it never gets

602.76

updated what are your thoughts on that

605.12

wow that's a whole that'll be the next

607.36

episode we'll talk about documentation

609.24

and keeping it in sync um I do think

611.76

there's part of that because with

613.92

waterfall you really don't move forward

617.04

I in the strict sense you don't move

620

forward until the document is done and

621.6

then you don't change the document

623.959

that's the waterfall thing is you get it

625.68

all figured out and then you move

627.2

forward that's like you know where

628.36

you're running and you know you're going

630.079

to run until you get to the Finish Line

632.32

agile is different because it's

634.36

basically saying we're going to start

636.12

moving and we're not really sure where

638.079

we're going to land we really we sort of

640.68

know where we're headed but I'm not sure

643.32

how we're going to get there and so it's

646.36

sort of the difference if Columbus had

648.079

come to America and he had used a

649.8

zipline to get across the ocean very

652.44

different from how he managed to get

654.6

where he you know his trips and how he

657.04

went so I think you

660.079

if if the agile approach especially if

662.88

you're doing like scrum with Sprints and

664.519

things like that if part of it is that

666.079

you are making sure you're updating

668.12

document as documentation as you go if

670.959

you have as part of your deliverables

673.519

each time and this is something you

674.92

would discuss in a kickoff would be

677.279

things like we're going to take an agile

679.399

approach we're going to do you know two

681.2

week Sprints at the end of every Sprint

683.36

we're going to have a half hour demo

685.6

we're going to deliver this kind of

686.839

document this kind of update blah blah

688.639

blah

690.16

doing that is part of I think is an

693.44

essential part of that kickoff is to set

696

yourself up from the start to say this

698.04

is how we're going to do it and then if

700.76

you

702.04

don't at least you've said it and you've

704.68

try you've got some accountability

706.519

hopefully and even something that you

708.44

know somewhere down the line usually

709.959

it's going to be maybe the developers

712.399

but a lot of times going to be the

713.279

customers going like say wait a minute

715

you mentioned you were going to do X

717.8

right you were going to have unit tests

719.56

to run for every deployment I haven't

721.76

seen those those are the kinds of things

724.04

that you want to set that stuff you set

726.44

it up at first and then when you get

728.12

into that first Sprint from the kickoff

729.92

on that's sort of your checklist of are

732.6

we doing all of these things and if you

736.36

do that right then that aners that goes

738.68

back to your question I know it it's a

739.959

long trip to get there but I took an

742.44

agile approach a set of waterfall and

746.6

it's that is how you're going to we'll

748.959

call it protect yourself or do it right

751.8

now can you get away from it yes you can

754.68

however we do what we can to try to like

757.199

you know set ourselves up for Success

759.199

back to you gotcha okay so I'm GNA put a

762.079

pin in the documentation part of things

763.839

because I I like the idea we can do that

765.959

uh in the future uh discussion so to me

770.16

the kickoff idea which is interesting

772.56

because I've worked in a couple

774.72

different companies from you know

776.88

Fortune 500 to small startups

779.88

to the

781.56

individual uh you know Consulting

783.88

businesses and our own type of

785.839

businesses where we've start our es

787.639

Corps and

789.839

llc's

793.12

essentially as I'm going into any type

795.839

of job you know as developers we have

798.88

kind of ingrained in us the whole

800.399

software development life cycle we have

802.32

this whole idea of how software gets

804.44

built the processes we go through but

807.56

when you walk in and you deal with any

809.72

type of kickoff be it a project be it a

811.56

new job be it a new

813.72

position you need that critical

815.88

information to do your job now it's not

818.68

necessarily what it is that you're doing

821

but you need to know the key players

822.839

that you need to talk to so you're going

824.12

to need things like the organizational

825.72

chart of the organization how is it

828.76

structured who do you talk to if your

830.8

manager's out where do you go uh in some

833.72

cases there is no one to go to and

835.959

you're basically going to have to figure

837.44

it out the key there is understanding

841.44

which scenario you're in if you're in a

844.44

scenario where there is someone above

846.32

your boss you need to make sure you

848.16

include them with that kickoff you need

850

to make sure that you communicate to the

851.72

right players at the right

854.519

time for

856.48

instance a couple jobs ago I was in a

859.32

situation where I had moved up to being

862.199

a manager the my direct manager uh I

866.32

replaced the manager of our team and our

868.8

d director literally within the first

871.36

month of me moving up

874.04

left so we had an immediate vacuum for

879

our application well funny thing is

882.12

we're in the middle of a Sprint and we

884.36

have a release about to go

886.6

out I immediately run into panic mode

889.6

because at this point in time I had not

892.279

received all of the kickoff information

895.04

I needed for who I need to talk to to

897.88

handle the release cycle

901.079

thankfully uh I was able to finally

903.279

figure out that we had a release

905.079

committee that required certain players

908.04

to sign off on what we we were

910.36

doing so it's not necessarily just who

913

to talk to but it also

915.6

requires uh not just the tools to

917.88

communicate but what you need to do to

921.8

get a release out what type of release

924.24

notes what type of documentation is

927.12

necessary for us to do these kickoffs so

931.079

again I don't want to get too far into

932.279

the weats on documentation but as you're

934.88

kicking off a project with with most

937.36

srs's or system requirement

939.279

documentations you're going to need some

941.279

key information you know like Rob said

943.959

you know what type of communication

945.36

tools are needed who is required for

947.6

what what is maybe the organizational

949.639

chart who is the current project owner

951.639

who is the current uh you know tester

954.759

you user tester who are your testers do

957.56

you even have testing some organizations

960.04

don't even bring in testing till later

962.639

in the cycle which is not a good thing

964.6

but it happens so in these situations

969.759

having something like the start of a

972.24

software requirements document at the

974.24

beginning of the kickoff even if it

976.519

doesn't contain all the requirements you

978.959

can still fill in key information that

981.959

is necessary for the organization to

984.24

move forward with any release or

986.079

software development so again we're not

988.959

getting into the software documentation

991.72

per se but we are talking about that

993.88

software development life cycle this is

996.6

in the requirements Gathering phase and

999.199

even before the requirements Gathering

1000.839

phase these are questions you need for

1003.24

to be be able to even go into the

1005.8

requirements Gathering paase who are the

1007.759

players you know who are the people in

1010.44

the organization who are the customers

1013

who is the end user is it internal or is

1016.079

it external if it's external you you may

1019.16

have to go a totally different route to

1021.399

figure out who you can talk to because

1024.319

it may be mobile users well okay if this

1027

is a public app who are you going to get

1029.48

to test your app you know you don't

1031.76

necessarily have one key person so you

1033.88

may have to go get a set of people to

1036.52

test or give you information on your

1038.48

application so that's one thing to think

1040.72

about as you're doing these kickoffs

1043.16

thoughts on that

1044.4

right that's actually that's an

1046.319

excellent point is I that I didn't touch

1048.319

on at all

1049.72

the uh third party external stuff in

1053.28

particular is that you've got your

1055.12

you've got your team that is part of

1057.52

this uh but it it also a lot of what you

1059.88

said reminds me of a lot of the uh the

1062.039

sort of like assessment type kickoffs

1064.16

I've done where you you start off

1066.44

talking

1067.559

to you know a a manager CEO or whatever

1071.24

it is you're talking to somebody a

1072.6

couple of key people leaders in the the

1075.039

organization but the process from there

1078.919

is going to be reaching out to other

1081.44

people in organization so things like an

1083.4

org chart are very helpful so you can

1085.6

say what do you have what you know who

1088.4

do I talk to to get some of this

1091.2

information and some of that is

1093

conversations like who am I able to talk

1094.72

to who you know who should I talk to and

1097.52

some of that even what should I know

1099.679

about discussions because there are

1101.12

going to be things where uh particularly

1103.24

when you get into larger organizations

1105.4

they may have partners that are trusted

1108.96

Partners where you can talk about

1110.4

anything and there's going to be other

1111.4

partners that you have very you need to

1113.88

be very specific in what you say or

1115.919

don't say sometimes I've been in

1118

situations where there are third parties

1120.08

and they are not supposed to know each

1121.6

other exist internally to the company

1124.28

basically you know where you've got

1125.88

things where it's like you're sort of

1126.919

playing different people against each

1128.559

other or or competing or however it

1131.2

is and so you really want to get that

1134.32

that lay of the land now you may not get

1135.919

all of that in the kickoff especially

1138.24

the the political details we'll we'll

1140.72

talk about we'll say but you want to get

1143.4

some of that kind of information because

1144.96

you do want to be able to at least get

1147.559

that start of who am I supposed to be

1149

talking to and then further down the

1151.08

line you can come back and say oh wait

1153

you're supposed you need information of

1154.559

that person but that's not the person

1156.88

you need to talk to you actually need to

1158.12

go talk to that person you know there's

1160

there's all of that mix so the just

1162.919

because they're not in the kickoff

1164.64

doesn't mean there's not some sort of a

1167.159

dotted line or some sort of need for

1169.08

them as you you get into your project

1172.24

just like there is a need for you to

1174.48

come back here and listen as we continue

1176.84

to do episode after episode we are going

1179.919

to continue the developer Journey we are

1182.24

going to continue out on YouTube where

1184.4

you can you can see us instead of simply

1186.2

just listening to us you can see all of

1188.2

our little hand gestures and realize why

1189.96

I can crank out 10,000 steps a day

1192.12

because sometimes I talk with my hands a

1194.08

little bit but more importantly you can

1196.919

give us feedback you can shoot us an

1198.4

email info@ developer.com you can put a

1201.559

get the contact form out at

1202.84

developer.com leave us a note there you

1205.12

can put comments out wherever you get

1207

your podcast or out on YouTube you can

1209.28

go out to the develop andur Channel

1210.72

check out all of our content including

1212.559

this and leave comments wherever you

1214.559

would like as many people do as always

1217.36

like subscribe all of that fun stuff

1220.2

that that helps us know sort of who's

1222.679

out there but more importantly I'd

1224.12

rather than us if you're thinking I

1225.96

could like or I could send them a

1227.64

comment send us a comment com I would

1229.919

rather have a a a useful comment good

1232.559

feedback than you know a score of one to

1235.919

five stars or something like that give

1238.48

us that feedback because that is what we

1239.88

thrive on that's how we you know sort of

1242.12

work our way forward on what's the next

1243.679

topic what's the next season uh

1245.88

sometimes what are we going to talk

1246.799

about even five minutes from now that

1249.12

being said we're going to wrap this one

1251.24

up and just continue so uh you know

1254.039

don't go anywhere come on back soon

1255.88

we'll be back with more of the developer

1258.2

Journey as always go out there and have

1260.159

yourself a great day a great week and we

1262.52

will talk to you next

1265.08

time bonus

1267.48

material so as we were discussing the

1270.4

kickoff what immediately came to my mind

1273.48

was that tree swing

1277.159

diagram and I don't want to put put it

1280.24

on the screen here because I don't know

1281.64

if it we fall under copyright with that

1283.36

so just go Google tree swing software

1287.159

development uh IC and there's multiple

1290.4

versions of this out there but it

1293.08

essentially when you're doing a kickoff

1295.039

you want to make sure that you have

1296.88

essentially all the players that are on

1299.039

that comic in that meeting you want to

1302.12

make sure you have your project owners

1303.96

your sales people your testers your end

1306.88

users you want to make sure the key

1309

players or as many of them that are

1310.96

available are present at the beginning

1314

or at least

1315.32

identifi this way before you get too far

1319.44

into the requirements Gathering process

1321.96

you have good Communications established

1324.36

you have good or or charts set up and

1327.96

then you can go through and hopefully

1330.76

you will have a smoother transition into

1333.96

the requirements Gathering building out

1335.799

those user stories and ultimately

1338.039

producing a product that everyone is

1340.48

happy with in a reasonable amount of

1343.24

time yeah that's I think that's an

1345.12

excellent point is to is to as a

1347.52

deliverable or something that is that

1349.24

you really want to come out of your your

1350.88

kickoff is something that's essentially

1353.88

a recap that says here's what we're

1356.24

going to do here's the team here's how

1359.12

we're going to get there you know if

1360.76

nothing else you you sort of set the

1362.4

things and you're not going to have all

1363.48

the details obviously but just sort

1365.6

of like a mission or Vision you know V

1368.4

mission statement vision statement

1369.919

something like that that's basically

1371.08

like this is the prog the how we're

1372.919

going to progress thanks for everybody

1375.559

nice that we got to meet you now let's

1377.24

get into this because that's what you

1380

you want to set that tone right away

1381.52

that it's like hey we're going to we're

1384.72

we're going to set a goal we're going to

1386.76

make sure that we're clear on the goal

1388.36

and we're going to move forward on the

1389.559

goal and that's just how we're going to

1391.039

do U you know how we're going to do this

1393.52

project so that we can be successful now

1396

you know if you do it right it could be

1398.84

similar to like the marketing kickoffs

1400.919

for like Marvel how they did the Marvel

1402.799

conference for Comics if you do the

1406.4

start of this correctly and you have

1408

investor you could even Inspire and get

1410.4

everyone motivated and therefore at the

1412.76

start of this everyone's going to go in

1414.36

with a positive attitude and be gunning

1417.48

to get this done that is that's actually

1421.08

that's a good little bonus point to have

1422.6

is that you really do want to come into

1425.32

the you know go into the kickoff with a

1427.96

goal of getting everybody you know

1430.76

essentially pumped about this like okay

1432.52

this is we're going to do this this is

1434.12

great we're going to get it done

1435.679

sometimes that's not much trouble you

1437.039

know sometimes it's very easy easy to do

1439.44

sometimes it can be very difficult it

1440.76

may be something where you're now the

1441.96

fifth person that's started this kicked

1444.32

off this project in the last year and

1446

people are a little bit defeatist about

1448.279

it so you don't and you may not be able

1451.72

to do all of that in your kickoff you

1453

may be able to you know have to do

1454.44

something like that as part of your

1455.72

first maybe your first Sprint or

1457.64

something like that

1459.159

but that is a good uh good goal to have

1463.76

for example it's a great goal for you to

1466.52

have wrapping this up because we are

1468.64

we're going to be we're done with this

1470.32

episode hope you have some good goals

1472.279

and some things that you can chase for

1473.679

the rest of your day uh hopefully this

1475.559

is now giving you a little bit of that

1477.32

oomph so you're ready to like step into

1480.48

maybe kicking off your next project as

1482.96

always like I said give us feedback

1484.72

wherever possible we're always happy to

1486.799

get that and and work with it uh we can

1488.84

use your name or we can leave you

1489.919

Anonymous it depends on what whatever

1491.64

you want if you want to be internet

1492.88

famous great if you don't that works

1496.44

well also so we'll wrap this one up

1499.679

we'll be back here again same channel

1502.44

same time check us out a couple times a

1504.76

week as drop our episodes we also have

1506.88

the the podcast out there you can grab

1508.72

that in your favorite podcast that

1511

happens to be and we will see you guys

1514.919

next time

1517.63

[Music]