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Scope 

  1. Implement process improvements and enhanced workflows 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 (5/25)

Next week (6/1)

GREEN

  • Charter and budget approval

  • Identified plug-ins

  • Purchased licenses

  • 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

  • Build dummy accounts and dashboards for each team member

  • 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

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

III

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

Weeks 5-6 August

IV

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

Weeks 7-8 August

Task Status

Note: Must be logged into Jira to view.

Accomplishments

Next steps

Risks & project issues

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