Slides and more information from our talk at WordCamp Philadephia 2019, where Drew Poland is giving a lightning talk on Website Auditing.
WCPHILLY2019 - Website Auditing Process by Drew Poland
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
to spit out a list of all plugins (codex)
- If there are a lot you can use