Ul program overview_structure_scu
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The document provides an overview of a proposed Unit Liaison Program to support the transition to a new Development and Alumni Relations Tool (DART) across campus. It outlines expectations for Unit Liaisons to facilitate two-way communication between their units and the project team. Unit Liaisons would attend meetings, inform their units of changes, assess business process impacts, and provide feedback to help prepare their units for the new system launch in August 2011. The document discusses selecting Unit Liaisons by August 31st and providing them with training and resources to support their units' transition.
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Dana Handler 2016 Resume
Accomplished consultant with extensive experience managing complex projects in higher education. Has led teams of up to 18 people in implementing new software systems and redesigning business processes at multiple universities to improve efficiency. Consistently delivers projects on time while meeting goals.
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DART timing and change management
The document outlines a timeline for preparing for and transitioning to a new DART system between 2011 and 2013. It involves delivering new features, comprehensive testing, creating training materials, conducting user training for different units, and communicating updates. The go-live date for the new DART system is slated for Spring 2012, after which it will enter full production use.
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This document provides an overview of the Dev-UL Group on Yammer, an online forum for University of Michigan Development Unit Liaisons. It describes the purpose of the group as a place for ULs to ask questions, share ideas and tips, and obtain support from the DART Change Management Team and other ULs. The document outlines how to join the private group, including having a Yammer account and finding the Dev-UL Group. It provides guidance on participating by posting, interacting with others' posts, and subscribing to receive alerts. Finally, it lists some tips and guidelines for appropriate participation, including maintaining relevance to the DART project, privacy, and following the university's social media guidelines.
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Yammer is a social media tool for internal communication and collaboration within organizations. It functions similarly to Facebook and Twitter but is restricted to members with a umich.edu email address. The document provides an overview of how to sign up for and begin using a Yammer account, including creating a profile, following colleagues, posting updates, and direct messaging. It emphasizes interacting with colleagues and exploring other features like groups. Guidelines note Yammer should be used professionally and its content is not private or managed by the university.
U-M Information Excellence
The document summarizes a Development Council meeting discussing the transition from the DAC data system to the new DART system. It notes that while DART is intended to solve data problems, excellence will come through a process of migration, not instantly. It introduces an "Information Excellence" initiative to enhance data accuracy and engagement during the transition. The initiative aims to get data right, append useful data, and make it easy to access. It outlines goals and values around understanding, shared responsibility, transparency, efficiency, continuous improvement, and integrity to guide the transition.
DART Update September
The University of Michigan is transitioning to a new fundraising system called DART (Donor and Alumni Relationship Tool) to replace their old system. DART is based on the Blackbaud Enterprise CRM platform and is being customized to the university's needs. Between September 2010 and October 2011, the university will go through stages of system design, user preparation and training, testing, and the go-live transition to the new DART system. User representatives from across campus have provided input on system design and unit liaisons will help prepare individual units and provide training resources for the transition.
UL Program Overview for Program Managers
The document provides an overview of a proposed Unit Liaison Program to support the transition to a new Development and Alumni Relations Tool (DART) across campus. It outlines expectations for Unit Liaisons to facilitate two-way communication between their units and the project team. Unit Liaisons would attend meetings, inform their units of changes, assess business process impacts, and provide feedback to help prepare their units for the new system launch in August 2011. The document discusses selecting Unit Liaisons by August 31st and providing support through dedicated meetings and resources to help them guide a smooth transition within their units.
Dart update bag_final
The BAGDART Project is undergoing extensive testing and preparations through the end of 2010, with a planned go-live in Summer 2011. Current activities include software testing, design work for various development functions, and establishing a Development Unit Liaison Program to help with the transition. Key highlights include improved tracking of donor intent and gift funds in DART compared to the current system, as well as financial users having access to revenue information. The Revenue Design Team has reviewed various revenue processes and capabilities.
Change management breakdown
The document outlines the change management plan for supporting University of Michigan staff through the transition to the new DART system. It will provide comprehensive training materials, instructor-led and online training, and a Unit Liaison Program to distribute communications, briefings, demonstrations, and guidance. Unit Liaisons will help identify training needs and guide units through preparation tasks before go-live. After launch, the project team will stabilize the system while continuing training, communications, and liaison support for staff adapting to the new system.
Tour de DART Sept 2009
The document outlines the University of Michigan's approach to implementing the DART fundraising system over multiple stages from 2009 to 2011. It describes workstreams like system development, conversions, interfaces, project management, and training. Key stages include design and development from August 2009 to September 2010, testing from September 2010 to April 2011, and deployment in April 2011. Each functional area like constituent management, revenue, and campaign/annual giving will have designs, sprints, and blackbaud technical previews delivered for testing.
Tour de DART Sept. 2009
The document introduces the Constituent Management Design Team which was formed to design a new constituent data system for the University's development community. It lists the co-leads and members which represent different departments across the University. It then includes quotes from the two co-leads, Sarah Tyran and Hanah Wilkins, discussing their experiences on the team so far. Sarah notes the time commitment required while still fulfilling her regular responsibilities, but says her director is supportive. Hanah discusses enjoying the camaraderie among team members and appreciation for the technical insights provided by the business systems analysts.
Tour de DART Sept 2009
This document provides an update on the DART Project and outlines the plans and timelines for various design teams. It discusses the estimated timing for different design teams working on areas like constituent management, revenue management, and other functions from August 2009 to September 2010. It also details the responsibilities and level of effort expected at different stages of the design and development process for design team members. Finally, it encourages volunteering for open positions on various teams and provides instructions for how to sign up.
Tour de DART July 2009
The DART project newsletter shares an update on project progress, challenges, and successes. Jefferson Porter, the executive sponsor, emphasizes the importance of the DART project and using cycling as an analogy for teamwork and complex strategies needed to achieve different stages of the fundraising framework. As the project leader, Larry Chaffee will help guide the team like a cycling team leader using various tactics to win different parts of the race while testing endurance.
Tour de DART July 2009: Volunteer Expectations
Volunteers for the community resource group can expect to review design documents and provide feedback to design teams. Design team volunteers will work in cycles to prioritize needs, create user scenarios, test developed solutions, and help prioritize requirements due to the challenge of not being able to address every gap before the first release. The overall project involves volunteers providing input to guide software development with the goal of meeting most needs in the first targeted spring 2011 release.
Tour de DART July 2009 - Triumphs
The document discusses recent accomplishments and upcoming milestones for the DART project. The project recently completed the Fit Gap analysis in fall 2008, submitted the business case in December 2008, received funding approval in February 2009, and completed an interim statement of work in April 2009. Upcoming milestones include contract signing in July 2009 and design team kickoff meetings in July and August 2009.
Tour de DART 2009 - Volunteer Update
In this section:
- Thanks to those who have volunteered
- It's not too late to volunteer if you're still interested
UM DART Project Organization
The document provides an overview of the DART project timeline and organization and identifies areas where community involvement is needed. Phase I will convert the current system and implement base modules from 2009-2011. Phase II will implement additional modules from 2011 onwards. The project organization diagram shows groups needing immediate community involvement, including design teams, a development/financial community resource group, and subject matter expert roles. Upcoming milestones include volunteer orientations and design workshops. Volunteers are welcome to get involved.
UM DART - Mac Compatibility
UM DART Project Manager gave a brief presentation on Mac compatibility with the new DART system.
DART is the UM Donor and Alumni Relationship Tool:
http://www.mais.umich.edu/project_infocenter/dart_home.php
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Ul program overview_structure_scu
- 1. Unit Liaison Program Overview & Structure Ideas Supporting DART transition across campus July-August 2010 – School/College/Unit Input
- 2. Welcome Project Update Unit Liaison Program Overview Expectations & Selection Criteria for Unit Liaisons Discussion & Next Steps 2 DART Team Members Chrissi Rawak Robin Sober Kelly Doonan-Reed Lesly Sauceda
- 4. Developing training materials (online & instructor-led)
- 5. Outlining support processes (access, training, HelpDesk)
- 7. Starting a Development UL Program Schools Design Teams Unit Liaison Program (Meetings, information exchanges, etc.) Regional campuses Central Office Groups Change Mgmt Teams Key individuals within schools/colleges/units Facilitate two-way communication between unit’s faculty/administrators/staff and project team Help inform decisions about how changes are managed within a unit Colleges Units 5
- 10. Support commitment and expectations
- 11. August-October: Start-up + Onboarding
- 12. UL appointment
- 13. Initial meetings and orientation
- 15. Preparation
- 16. Assessment
- 17. Testing
- 20. Project team supports each with its preparation tasks + business process changes
- 21. Some smaller units band together for increased supportCollege OUD College School School Unit Project Team Unit UM Health System
- 22. Transition Teams Recommended for large, complex S/C/Us Focus is helping unit get through transition Work closely with UL Temporary – unlike UL, which is a long-term appointment 8 OUD Unit School College Project Team UM Health System
- 23. Expectations for Unit Liaisons Partnership for success and support Attend Unit Liaison meetings Inform all levels of your unit, including key leadership Assess the change necessary in your unit Review current business processes, internal operating policies + procedures, system access roles, etc. Identify necessary changes your unit must make to assure successful transition Share feedback, special needs, and concerns of your units with the DART team Create a transition team, if necessary Identify staff members who will need training Participate in a DART readiness assessment Provide stabilization support 9
- 26. 7-8 – homework assignments:
- 27. DART Project team consultants available to assist with homework
- 28. Time to complete assignment will vary based on unit size
- 29. 15 minutes to 2 hours per assignment
- 31. Identify staff to participate in testing
- 32. Assist staff with system access set-up
- 33. Connect staff to training resources
- 34. Provide input on best training approach for unit
- 35. Identify business processes changes for unit
- 36. Complete the readiness assessment given by the project team
- 37. Check-in to confirm unit is ready for Go-Live
- 38. Provide progress report on the unit’s preparation May 2010 August 2011 June 2011 March 2011 May 2011
- 41. Network + collaboration opportunities
- 42. First-hand information exchange regarding changes
- 44. Presentation and e-mail templates
- 45. Websites/pages
- 47. UL InfoCenter
- 50. 14 Unit Liaison Selection Criteria Understanding of current development systems, processes, and structure of the unit Ability to effectively communicate with staff and drive decision-making within the unit Ability to identify impacts to current business processes and to implement appropriate internal changes
- 51. Next Steps Select a Unit Liaison (Deadline: Aug. 31) Discuss appointment with your UL Submit via email (details to follow) Appointment Letter (September) Email confirmation from project team UL Kick-off Meeting (October) Orientation for all Unit Liaisons 15
- 53. Areas group together to coordinate preparation tasks + business process changesArea Area Area Area Area Area Area