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Catherine Foss (Unlicensed)

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Background: COVID-19 exposed the need to reevaluate how we fundamentally approach and accomplish UX, technical and web development-related work.

The success of digital transformation initiatives is critical to achieving strategic goals throughout the organization. Process improvements supported by a project management tool configured to meet our unique needs can help optimize department resources, streamline workflows and enable reporting to track progress, productivity, and ensure nothing slips.

Reference materials:

Project Leads

Approvers

Contributors

Informed

 

 

 

Scope 

  1. Implement process improvements that are optimized for the current remote work environment.

  2. Implement a suite of tools for project management, resource management and capacity planning.

  3. Take a phased approach to implementing tool use by the entire marketing team.

  4. Roadmap phases, measuring results at a regular frequency and setting goals for process, workflow and feature improvements at designated milestones. 

📋 Summary 26 May

Current project health

Completed

This week (5/25)

Next week (6/1)

Status
colourGreen
titleGreen

  • Charter and budget approval

  • Identified plug-ins

  • Purchased licenses

  • Basecamp files archived in One Drive here.

  • Set up groups and Confluence spaces for each team

  • Admin configuration and project setup in progress

  • Build out project tasks in Jira for migration project

  • Team member accounts will be created (individuals do not need to use the account, just confirm email)

  • Invite team leads to set up Confluence spaces

  • Have teams watch tutorials on Jira, Confluence, & Tempo

  • Team leads will identify which current projects should be built out in Jira

📊 Timeline

Phase

Tasks

Timeframe

I

Track single project in Jira (large-scale campaign, such as “Back to Practice” or “Digital Update”) 

Weeks 1-2
early-June

Work through task types, project types, roadmap setup, and other infrastructure.

Track major efforts related to Back to Practice and COVID-19, along with website tasks 

Track time related to these projects

June 1: Set up vendor access in Jira

June 15: Track Back to Practice, COVID, and website tasks in Jira, as well as time.

June 30: Review logged time report & planned time report for July 1-15

II

Other teammates begin using Jira and tracking time on tasks. Work with the team to ensure smooth transition and adjust setup as necessary. Weeks 3-4
July

July 15: Set up projects for publications and communications (content team projects)

Review planned vs logged time report from July 1-15

July 30: Set up projects for the design team as well as any outstanding Basecamp projects

III

Teammates begin estimating time for future work. Begin exploration of forecasting and planning app.

Weeks 5-6
August

August 1-15:

IV

Review data and survey team. Continue iterative improvements to setup as needed. 

Weeks 7-8
AugustAugust 16-30:

Task Status (coming soon)

Note: Must be logged into Jira to view.

Tip

Accomplishments

Jira Legacy
serverSystem JIRA
maximumIssues20
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
jqlQueryproject = JIRA AND status = "To Do" ORDER BY priority DESC, created DESC
serverIda412f45c-5a4f-33cd-8eab-befe7214de6e

Next steps

Jira Legacy
serverSystem JIRA
maximumIssues20
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
jqlQueryproject = JIRA AND status = "In Progress" ORDER BY created DESC
serverIda412f45c-5a4f-33cd-8eab-befe7214de6e

Warning

Risks & project issues