Efficient Project Management : Project Management 101

Shaon Majumder
3 min readOct 9, 2024

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Managing a project effectively requires a well-structured approach. This guide outlines key steps to ensure your project runs smoothly from feature proposal to deployment.

1. Propose a Feature

Key Steps:

  • Identify the need for a new feature.
  • Prepare a proposal outlining the feature’s objectives, benefits, and potential impact on the project.
  • Share the proposal with stakeholders for feedback.

2. Create User Stories

Components of a User Story:

  • Title: A brief description of the feature.
  • As a: Identify the user or role.
  • I want: Describe the need or desire.
  • So that: Explain the benefit or goal.

Importance:

  • User stories should be created before starting the sprint to ensure all team members understand the features being developed and their requirements.

3. Start a Sprint

Planning:

  • Define the sprint’s scope and objectives.
  • Set an expected end date.
  • Estimate the amount of work deliverable within the sprint duration.
  • Determine how many sprints will be needed for the entire project.

4. Task Breakdown and Estimation

Steps:

  • Break down each user story into smaller, manageable tasks.
  • Estimate the time and resources required for each task.
  • Use tools like planning poker for team estimates to ensure accuracy.

For Detail — Task Estimation

5. Development and Time Tracking

Process:

  • Develop the features according to the breakdown.
  • Track time spent on each task using time-tracking tools.
  • Document key information:
  • Branch names (see Branch Naming Protocols below)
  • Environment configurations
  • Cron jobs
  • Migrations
  • Update a deployment sheet to monitor progress, log estimations, and actuals for each task, enabling later comparison of estimation accuracy and error.

6. Testing

Approach:

  • Conduct unit and integration tests to ensure functionality.
  • Gather feedback from testers and make necessary adjustments.
  • Document any issues encountered for future reference.

7. Create Release Notes and Branch

Important Steps:

  • Summarize the features and fixes included in the release.
  • Create a release branch in your version control system.
  • Prepare a pull request for code review.

8. Finalize Deployment Sheet

Contents:

  • Ensure the deployment sheet is up to date with:
  • Features developed
  • Test results
  • Deployment instructions
  • Post-deployment monitoring strategies

9. Documentation

Essential Documents:

  • User stories
  • Task estimations
  • Deployment sheets
  • Test cases
  • Release notes

10. Project Summary Sheet

Summary Components:

  • Create a comprehensive project summary sheet that includes:
  • A list of features implemented in each sprint
  • Overall project status
  • Key metrics from past releases
  • Lessons learned and areas for improvement

11. Protocols (See Section 5.1 and 5.2)

Branch Naming Protocols:

  • Use a consistent and descriptive naming convention for branches to enhance clarity and collaboration. For example:
  • Feature Branches: feature/[user-story-id]-[short-description]
  • Bugfix Branches: bugfix/[issue-id]-[short-description]
  • Hotfix Branches: hotfix/[short-description]
  • Release Branches: release/[version-number]
  • Experiment Branches: experiment/[short-description]

Versioning Protocols:

  • Adopt a clear versioning strategy to manage releases. A commonly used approach is Semantic Versioning (SemVer):
  • MAJOR version when you make incompatible API changes (e.g., 2.0.0).
  • MINOR version when you add functionality in a backwards-compatible manner (e.g., 1.1.0).
  • PATCH version when you make backwards-compatible bug fixes (e.g., 1.0.1).
  • Example versioning scheme: MAJOR.MINOR.PATCH (e.g., 1.0.0, 1.1.0, 2.0.0).
  • Use additional identifiers for pre-releases and build metadata as needed (e.g., 1.0.0-alpha, 1.0.0+build.1).

File Schema

Feature Proposal

- Title: [Feature Name]
- Objectives: [List of objectives]
- Benefits: [List of benefits]
- Impact: [Description of the potential impact]

User Story

- Title: [Feature Name]
- As a: [User/Role]
- I want: [Need/Desire]
- So that: [Benefit/Goal]

Task Breakdown

- User Story ID: [ID]
- Task: [Description of task]
- Estimated Time: [Time estimate]
- Resources Required: [List of resources]

Deployment Sheet

- Task: [Task Description](e.g., hotfix, bugfix, feature, update)
- Estimated Time: [Estimated Time]
- Actual Time: [Actual Time]
- Progress: [Status]
- Branch Name: [Branch Name]
- Environment: [Environment Configuration]
- Cron Jobs: [List of Cron Jobs]
- Migrations: [List of Migrations]

Release Notes

- Release Version: [Version Number]
- Features: [List of features]
- Bug Fixes: [List of bug fixes]
- Known Issues: [List of known issues]

Project Summary Sheet

- Sprint: [Sprint Number]
- Features Implemented: [List of features]
- Project Status: [Current status]
- Key Metrics: [Metrics]
- Lessons Learned: [Notes]

Conclusion

By following these steps, you can enhance the efficiency and effectiveness of your project management. A structured approach not only helps in meeting deadlines but also fosters collaboration and transparency within the team.

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Shaon Majumder
Shaon Majumder

Written by Shaon Majumder

Software Engineer | Author | Data Scientist

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