Slides and more information from my talk at WordCamp Baltimore 2017, on Refactoring Sites.

Slides

Audit Checklists

These are not meant to be exhaustive but rather a starting point to take and expand or remove from.

Client/Admin Audit Checklist:

  • Where is the site hosted?
  • Is DNS at the host, registrar, or elsewhere?
  • Are there any custom DNS settings? (mx records for email, subdomains/A records at other hosts)
  • What 3rd party tools are being used? (Email collection, analytics, a/b testing, heatmaps)
  • Are there content managers? Editorial calendars? What does the posting schedule look like?
  • Any back office tools or systems integrated with the website? (stock management, accounting, employee portals, etc)

Development Audit Checklist:

  • What updates need done? (plugins, themes, WordPress core)
  • Is active theme a custom or child theme?
  • Analyze and examine theme:
    • Does the template structure follow the proper hierarchy? (wphierarchy.com)
    • Overridden templates (any overridden templates for a plugin like WooCommerce or Events Cal Pro)
    • Functions are organized and make sense
    • Nothing alarming or stands out as a serious needs to be addressed asap issue
  • What plugins are running and can some be removed or replaced with custom functionality?
    • If there are a lot you can use get_plugins┬áto spit out a list of all plugins (codex)
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