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From Idea to Implementation: A Project Management Case Study for Book a Librarian

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Special Libraries Association (SLA) Project Management Webinar Series - Part 3: Applying Project Management to the Real World (Library)

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From Idea to Implementation: A Project Management Case Study for Book a Librarian

  1. 1. From Idea to Implementation: A Project Management Case Study for Book a Librarian Lisa Chow | Sandra Sajonas People Interact Consultancy November 29, 2018 SLA Project Management Webinar Series - Part 3: Applying Project Management to the Real World (Library)
  2. 2. Did you successfully complete the project? How is the project going? What’s the project purpose, scope, and plan? What are the tasks, milestones, and priorities of the project?
  3. 3. Design Your project plan should answer questions like: What are your project goals and outcomes? Project Plan ● Boundaries ● Strategy ● Deliverables ● Acceptance Criteria ● Constraints ● Assumptions ● Cost Estimates ● Cost Benefit Analysis What’s the project purpose, scope, and plan?
  4. 4. Designing BAL Who? What? Book a Librarian (BAL) is a reference service model in which patrons can schedule one-on-one appointments with a librarian for in depth reference assistance. Why? BAL allows librarians to provide higher quality reference service with the opportunity to highlight librarians’ skill sets and knowledge base beyond the usual directional and ready-reference questions. Patrons are getting information literacy and bibliographic instruction and are being empowered in today’s informational world. When? Where? How? Librarians work individually with patrons, away from the reference desk.
  5. 5. Designing BAL Tips, Tricks, and Lessons Learned ● Perfection is the enemy of progress ● Find advocates and sponsors in management ● WIIFM “What’s In It For Me?” ● Environmental scan ● Maintainability and sustainability ● Cost-benefit analysis ● Risk analysis
  6. 6. “When it comes to project management, it’s the people that matter.” Thomas Lechler
  7. 7. Can you feed your project team with two pizza pies? “The optimal size (and composition) of teams is debated and will vary depending on the task at hand. At least one study of problem-solving in groups showed an optimal size of groups at four members. Other works estimate the optimal size between 5-12 members or a number of members that can consume two pizzas.” - Wikipedia
  8. 8. Forming Your Project Team Shortlist SWOT Analysis Recruit/Invite Smaller Subteams Task Delegation
  9. 9. Develop ● Schedule via backward planning ● Flow/Task Analysis ● Error Analysis ● Quick and Dirty Prototyping ● MoSCoW method ● Be SMART What are the tasks, milestones, and priorities of the project?
  10. 10. Developing BAL Tips, Tricks, and Lessons Learned ● Work in beta/soft launch ● Paths of least resistance ● Front-loading tasks ● Time and bandwidth allocation ● Describe work in # of hours ● Build in buffer time
  11. 11. Martha Stewart Party Planning Rule Remember the Martha Stewart party planning rule or the ease/elegance/economy rule for project management.
  12. 12. Project Management Situation: Running Effective Meetings ● Don’t be afraid to end a meeting early. ● Keep in mind the 2 D’s of meetings: to discuss and decide. ● Avoid meetings with vague purposes such as “status updates”. ● Save communication and updates for emails. ● Throw out Robert’s Rules of Order. ● Have a designated notetaker. ● Walk and Talk. Try standing or walking meetings.
  13. 13. More Tips on Running Effective Meetings ● KISS - keep it small and simple. ● Make sure everyone is participating and call out people who are not. ● Send out an agenda beforehand and be clear about meeting objectives. ● Parking lot it. Set aside issues or topics that can’t be resolved right then. ● Make sure EVERYONE leaves the meeting with a clear task/job with deadline for next meeting.
  14. 14. Project Management Situation: Handling Inactive Team Members
  15. 15. Project Management Situation: Managing Team Conflict ● Compromise/Consensus ○ Dot-voting or Quaker model ● Acknowledge and listen ● Agree to disagree ● Exercise power ● Call in project sponsor
  16. 16. Project Management Situation: Managing Scope Creep A team member suggested: How about including book a technical specialist? Our response: It’s great that BAL is inspiring ideas and you’re welcome to start a new service for that specific purpose. Book a Librarian will be just for booking a librarian for research purposes. It’s important that the service is focused and concise.
  17. 17. Analyze How is the project going? Behavioral Mapping Be Your Customer Camera Journal Character Profiles Co-creation Cognitive Maps Collage Social Network Mapping Stakeholder Meeting Guided Tour Extreme User Interviews Cross-Cultural Comparisons Quick & Dirty Prototyping Flow Analysis Draw the Experience Predict Future Headlines 5 Whys? Error Analysis Paper Prototyping Fly on the Wall Expectation Map Narration Foreign Correspondents Historical Analysis Service Safaris What if...? Competitive Product Survey Task Analysis Interviews CharrettesCheck out our Monthly Method Spotlight series https://peopleinteract.wordpress.com/tag/method-spotlight
  18. 18. Analyzing BAL Tips, Tricks, and Lessons Learned ● Keep in mind that project analysis can be done at any stage of project ● Qualitative & quantitative ● Identify problem areas ● Analyze the project itself ● Analyze the project management process
  19. 19. Did you successfully complete the project? ● How do you evaluate your project? ● Should we do surveys or evaluations? What kind of questions should you ask? How do you get people to fill out surveys? ● When is a project finished? When can you as project manager end the project?Evaluate
  20. 20. Evaluating BAL Tips, Tricks, and Lessons Learned ● Keep a project management journal ● Outcome based evaluations ● Qualitative and quantitative ● Don’t forget to celebrate 2010 Innovation in User Experience Book at Librarian at Brooklyn Public Library
  21. 21. Project Management Tools ...and many more.
  22. 22. Project ownership (for both project managers & project teams) is key to better project management.
  23. 23. People Interact Consultancy ~It’s about people. We work with libraries and nonprofits to implement creative solutions to effectively improve individual and organizational performance. Our objective is to enhance organizational effectiveness by focusing on the human element. Our services include impact-based evaluation, unconferences for organizational development, and leadership and career development. http://bit.ly/peopleinteract Presentation slides: http://peopleinteract.wordpress.com/blog

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