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NTEN LCS September 15th 2015 2-3:30pm
Michael Rader, Senior Project Manager - Forum One
Staff & Resource Planning
1) Defin...
NTEN LCS September 15th 2015 2-3:30pm
Michael Rader, Senior Project Manager - Forum One
Team Collaboration
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Presented at LCS15. September 2015

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Staff Resource Planning - 1 pager

  1. 1. NTEN LCS September 15th 2015 2-3:30pm Michael Rader, Senior Project Manager - Forum One Staff & Resource Planning 1) Define Your Goals & Audiences a) What are you trying to accomplish? Keep it high level, focused on outcomes. You will use these goals to measure your success at the end of the project. b) External Audiences​- These are the people your website/app/program is designed to serve. Always keep them in mind - what are their desires and constraints? What type of experience do you want them to have? c) Internal Audiences​- These are the people invested in and contributing to your project’s success. They are your collaborators and your biggest potential champions. Understand and hear them and they will help you succeed. 2) Identify Your EPIC stories! a) Start with your hero’s journey. What are the key steps to reach your desired outcome? b) Break those steps down, and then do it again, until you have individual actionable steps. c) Again, focus on your audiences - what do they want/need to do, and how can you create a path for them? d) Ideally, these tasks should be ​testable​by someone who hasn’t been involved. 3) Inventory Your Skills & Gaps a) What are the broad skillsets required in each of your epics? b) Take inventory: i) What can you do? ii) What can people in your organization do? iii) What can volunteers do? iv) What can you hire someone to do? 4) Manage Your Budget & Tools a) Budgeting - Start with a simple spreadsheet. Tasks in rows, people in columns. Add dollars where appropriate. Sum the rows for task estimates, sum the columns for people’s time. b) Tools - Decide whether your focus is on ​task management ​or on ​team collaboration. 5) Balancing Scope, Budget, & Timeline a) Start with your ideal scope and reduce to a realistic scope b) Remember to communicate & manage expectations of your audiences, particularly your internal team members and stakeholders
  2. 2. NTEN LCS September 15th 2015 2-3:30pm Michael Rader, Senior Project Manager - Forum One Team Collaboration Tool URL Google Drive https://www.google.com/drive/ Teamwork https://www.teamwork.com/ Glip https://glip.com/ Basecamp https://basecamp.com/ Task Management Tool URL Redmine ​http://www.redmine.org/ Jira https://www.atlassian.com/software/jira Trello https://trello.com/ Kanban Tool http://kanbantool.com/

Presented at LCS15. September 2015

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