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SI 501 Contextual Inquiry:
The Huron River Watershed Council
                           Team: SI4HRWC
 Terence O’Neill, Shauna Masura, Phillip Tularak, An Yang, Wenke Wang




                                                                        S
About The Huron River Watershed Council



  S Environmental non-profit organization founded in 1965

  S Focus on:
    S Watershed Research
    S Education
       S   Schools
       S   Festivals
       S   Community Outreach
    S Service Opportunities
    S Partnerships with local governments
Involvement/Process


S Scope
  S Communication and data collection processes regarding the
     organization and volunteers, members, and donors

S Methodology
  S 6 interviews with staff and volunteers
  S 2 supplemental observations

S Analysis
  S Workflow models and cultural assessments
  S Affinity Diagram
Positive Attributes


S The HRWC acknowledges the importance of volunteers,
   members, and donors

S They work with families and children to promote values of
   environmental stewardship

S Volunteers enjoy the training sessions and activities

S Teamwork is highly valued as a core part of the organization

S Staff members are empowered to work independently on projects
   and programs that coincide with their interests and backgrounds
Finding 1: Inconsistent Use Of
Terminology Throughout The Organization


  Evidence:
    S Multiple sign-in sheets and sign-up forms
    S Inconsistent terminology entered into the database (Campaign
       Manager)
    S The HRWC has been unable to articulate a shared vision for the
       redesign of the database

  Recommendations:
    S Create a code book for the standardization of terminology
    S Utilize the code book to create templates for data collection
    S Utilize the code book to rename the current fields of the database
Sign-in Sheets
Finding 2: Staff Members Lack Training
With The Database


  Evidence:
    S Staff members who use the database are primarily self-taught
    S The database features are only partially utilized by staff
    S Staff are uncomfortable utilizing the database, therefore it is
       used inconsistently for data collection and management

  Recommendations:
    S Short-term: leveled/differentiated training sessions
    S Creation of database manual and training videos
    S Additional trainings coordinated with future database
       improvements
Finding 3: The Database Does Not Meet
The Needs Of The Organization


  Evidence:
    S The flags are not standardized
       S   Staff members keep writing new tags and old tags can be
           overridden
    S The database was originally designed with no formal
       requirements
       S   The marketing layout is designed for advertisements
    S The organization’s systems are not integrated with one another
       S   Google Forms do not import easily into the database
Finding 3: The Database Does Not Meet
The Needs Of The Organization


  Short-Term Recommendations:
    S Implement a policy for creating new flags
    S Modify the database to prevent users from creating new flags
      ad-hoc
    S Redesign the marketing layout using existing fields in the
      database
    S Work with the database consultant to improve the integration
      of Google Forms with the database
Finding 3: The Database Does Not Meet
The Needs Of The Organization


  Long-term Recommendations:
    S Leverage program APIs (Application Program Interface) to
       create interoperability between the systems
       S   Database system (Filemaker) and mass e-mail (Vertical Response )
    S Redesign the interface using requirements specified by the
       organization
       S   Create a formal requirements document/functional specifications
           by surveying current staff of needs
Finding 4: No Resident Database Expert at
the HRWC


  Evidence:
    S Current volunteer Database Consultant communicates
      primarily with the Development Director
    S Staff members are unaware of the Database Consultant’s role
      with the HRWC
    S The staff does not know how to communicate suggestions or
      concerns regarding the database
Finding 4: No Resident Database Expert at
the HRWC


  Recommendations:
    S Formalize Relationship with Database Consultant
    S Develop policy regarding Database Consultant with the
      HRWC (feedback/expectations)
    S Create a new role (Office Support Professional) to facilitate
      interactions with the database
The HRWC In The Future


S Integrated information systems

S Specialized, effective communication with volunteers,
  members, and donors

S Empowered staff who utilize information and technology to
  further their organizational mission
Thank You


S The HRWC
Questions?

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SI501 SI4HRWC Presentation

  • 1. SI 501 Contextual Inquiry: The Huron River Watershed Council Team: SI4HRWC Terence O’Neill, Shauna Masura, Phillip Tularak, An Yang, Wenke Wang S
  • 2. About The Huron River Watershed Council S Environmental non-profit organization founded in 1965 S Focus on: S Watershed Research S Education S Schools S Festivals S Community Outreach S Service Opportunities S Partnerships with local governments
  • 3. Involvement/Process S Scope S Communication and data collection processes regarding the organization and volunteers, members, and donors S Methodology S 6 interviews with staff and volunteers S 2 supplemental observations S Analysis S Workflow models and cultural assessments S Affinity Diagram
  • 4. Positive Attributes S The HRWC acknowledges the importance of volunteers, members, and donors S They work with families and children to promote values of environmental stewardship S Volunteers enjoy the training sessions and activities S Teamwork is highly valued as a core part of the organization S Staff members are empowered to work independently on projects and programs that coincide with their interests and backgrounds
  • 5. Finding 1: Inconsistent Use Of Terminology Throughout The Organization Evidence: S Multiple sign-in sheets and sign-up forms S Inconsistent terminology entered into the database (Campaign Manager) S The HRWC has been unable to articulate a shared vision for the redesign of the database Recommendations: S Create a code book for the standardization of terminology S Utilize the code book to create templates for data collection S Utilize the code book to rename the current fields of the database
  • 7. Finding 2: Staff Members Lack Training With The Database Evidence: S Staff members who use the database are primarily self-taught S The database features are only partially utilized by staff S Staff are uncomfortable utilizing the database, therefore it is used inconsistently for data collection and management Recommendations: S Short-term: leveled/differentiated training sessions S Creation of database manual and training videos S Additional trainings coordinated with future database improvements
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Finding 3: The Database Does Not Meet The Needs Of The Organization Evidence: S The flags are not standardized S Staff members keep writing new tags and old tags can be overridden S The database was originally designed with no formal requirements S The marketing layout is designed for advertisements S The organization’s systems are not integrated with one another S Google Forms do not import easily into the database
  • 13. Finding 3: The Database Does Not Meet The Needs Of The Organization Short-Term Recommendations: S Implement a policy for creating new flags S Modify the database to prevent users from creating new flags ad-hoc S Redesign the marketing layout using existing fields in the database S Work with the database consultant to improve the integration of Google Forms with the database
  • 14. Finding 3: The Database Does Not Meet The Needs Of The Organization Long-term Recommendations: S Leverage program APIs (Application Program Interface) to create interoperability between the systems S Database system (Filemaker) and mass e-mail (Vertical Response ) S Redesign the interface using requirements specified by the organization S Create a formal requirements document/functional specifications by surveying current staff of needs
  • 15. Finding 4: No Resident Database Expert at the HRWC Evidence: S Current volunteer Database Consultant communicates primarily with the Development Director S Staff members are unaware of the Database Consultant’s role with the HRWC S The staff does not know how to communicate suggestions or concerns regarding the database
  • 16. Finding 4: No Resident Database Expert at the HRWC Recommendations: S Formalize Relationship with Database Consultant S Develop policy regarding Database Consultant with the HRWC (feedback/expectations) S Create a new role (Office Support Professional) to facilitate interactions with the database
  • 17. The HRWC In The Future S Integrated information systems S Specialized, effective communication with volunteers, members, and donors S Empowered staff who utilize information and technology to further their organizational mission