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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

Current project health

Completed

This week (

5

6/

25Invite team leads

1)

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)

  • All team members have been invited to their Jira accounts

  • Jira project for capacity planning is in use and ready for collaboration

  • Team leads trained 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

    • Finalizing project and task types, workflows, etc.

    • Working to build a workflow with 10 Lb team and

    • Setting up new Advanced Roadmaps feature in Jira

    • Audit of existing Basecamp projects to determine where they should live in Jira

    • Tutorials are available for teams to watch

    • Finalize task types, input fields, and reporting data

    • Ensure teams know how to use time tracking

    📊 Timeline

    Phase

    Tasks

    Timeframe

    I

    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. 

    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

    Review logged time report & planned time report for July 15-39

    III

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

    August 1-15: Set up TDIC, TDSC, Foundation, and any other Basecamp projects

    from Basecamp

    IV

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

    August 16-30: Review

    Task Status (coming soon)

    Note: Must be logged into Jira to view.

    Tip

    Accomplishments

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    In Progress

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    Info

    Up Next

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    jqlQueryproject = JIRA AND status = "To Do" ORDER BY priority DESC, created DESC
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