how to train your drupal clients
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Training Your Drupal Clients
Steve Burge
Steve Burge
Steve Burge
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1) What should I teach?2) How should I teach?
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1) What should I teach?
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What should I not teach?
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“Get rid of half the words on each page, then get rid of half of what’s left.” - Steve Krug
What should I not teach?
2007
•Morning: Content, Menus, Users, Settings, Modules, Themes
•Afternoon: Ecommerce, Kitchen sink ...
Our training has changed2011
•Morning: Content•Afternoon: Modules
• Principles
• Processes
• Concepts
• Facts
• Workflows
Level of Difficulty
• Workflows = Download the module. Install it. Enable it. Use it.
• Facts = You get modules from Drupal.org
• Concepts = What is a module?
• Processes = How does a module work?
• Principles = How? What? Why? Putting everything together
Levels of Difficulty
• Principles
• Processes
• Concepts
• Facts
• Workflows
Level of Difficulty
Developing Technical Training
by Ruth Colvin Clark
Suggested Book
Perfect beginner usability
Why Administration Menu?
Editing a field
4 clicks, 5 screens
1 click, 2 screens
Adding a menu link
3 clicks, 4 screens
1 click, 2 screens
Why WordPress?
WordPress Categories
1 click, 1 screen
Drupal Categories
3 new words: Taxonomy, Vocabulary, Terms
Drupal Categories
1. Click Structure
2. Click Taxonomy
3. Click Add vocabulary
4. Click Save
5. Click Add terms
6. Repeat until finished
7. Click Structure
Drupal Categories
8. Click Content types
9. Click Manage fields
10. Enter field details. Click Save
11. Click Save field settings
12. Click Save settings
13. Click Add content
14. Click a content type
WordPress Drupal
1 click.
1 screen.
1 click, 1 screen
1
3 new words.
A new concept.
14 clicks.
14 screens.
Why Drupal 7?
Why Drupal 7?
One click to edit items on the page.
Drupal 6 required 4+.
Creating a block w/ Views 2
2 pages. 21+ clicks.
Creating a block w/ Views 3
1 page. 2 clicks.
What should I aim for?
What to teach Beginners?
1. Simple, repetitive tasks with few clicks
2. Use workflows
• Principles
• Processes
• Concepts
• Facts
• Workflows
Level of Difficulty
Drupal Workflows
Drupal Workflows
What if I can’t get that simple?
The Checklist Manifesto
by Atul Gawande
Suggested Book
“Learn the rules so you know how to break them properly” - Bruce Lee
Repeat, repeat, repeat
Manh.com
Economist.com
A more advanced workflow
1. Content types
2. Fields
3. Add Content
4. Views
5. Panels / Display Suite etc.
6. Theme
7. Users
What should I teach?
Confidence.
Drupal’s reputation precedes it
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2) How should I teach?
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Off-the-shelf•Classes
•Books
•Online video
How should I teach?
Custom•Small group sessions•Screen-sharing•Screencasts•Documentation
• Off-the-shelf
• Custom
Level of Difficulty
• Don’t try large groups yourself unless you really are a teacher.
• Professional live classes can help clients see the bigger picture.
Off-the-shelf: Public Classes
Most books are not good. Badly written and confused about their audience.
Honorable mentions:
•Drupal 7 Visual Quick Start (Beginners)
•Drupal’s Building Blocks (Site Building)
•Pro Drupal 7 Development (Code)
Off-the-shelf: Books
Explosion of online video in the last year.
In alphabetical order:
•BuildaModule.com
•Drupalize.me
•Lynda.com
•Nodeone.se
•OSTraining.com
•Tutr.tv
Off-the-shelf: Videos
• Small group and one-on-one sessions work really well.
• Problems are being getting to the client’s site and not getting interrupted.
Custom: Small group sessions
• Paid: Gotomeeting superior to Webex
• Free: Yuuguu, DimDim, TeamViewer
• Good for quick one-on-ones.
• Difficult to get true back-and-forth and attention spans are short.
Custom: Screen-sharing
• Paid: Camtasia, Screenflow
• Free: Jing, iShowU, Showmewhatswrong.com
• A very successful technique for showcasing smaller tasks.
Custom: Screencasts
Screensteps
Custom: Docs
Confluence
Custom: Docs
People Forget
• Simple workflows• Custom training based on their site• Constant reminders
Your core training should be custom documentation, supported by other methods.
How should I teach?
• Principles
• Processes
• Concepts
• Facts
• Workflows
Level of Difficulty
• Off-the-shelf
• Custom
Level of Difficulty