Project Name/Type | System | Link (if applicable) |
|---|---|---|
TDSC (all projects) | Basecamp | |
Journal (all issues) | Basecamp (except posting to website) | |
Inspiration | Basecamp | |
All Website Requests | Jira (unless TDSC) | |
CDA: 2020 Ad Series | Jira | |
CDA: 2021 Western States Presidents Conference Commemorative Booklet | Jira | |
CDA: 2021 Western States Presidents Conference Reminder Email 072920 | Jira | |
Emails | Jira | |
CDA: cda.org web updates | Jira | |
CDA: cda.org Stories and Graphics | Jira | |
CDA: COVID-19 Back to Practice Initiative | Jira | |
CDA: COVID-19 Leadership Video Series | Jira | |
Jira | ||
TDIC: 40th Anniversary Content | Jira | |
TDIC Broker Toolkit | Basecamp | |
TDIC Lead Generation Faizah.Ali (Unlicensed) | Jira | |
TDIC: Commercial Property | BAsecamp | |
TDIC: Cyber Suite Liability | BAsecamp | |
Student Spotlight | Basecamp | |
Prospectus Janice Chan (Unlicensed) | Jira | Integrated Marketing |
Foundation website migration Janice Chan (Unlicensed) | Jira | CDA.org phase 2 |
Liability Lifeline (November) | Jira | |
Recurring Projects
- Janice Chan (Unlicensed) : Sydnee Funke (Unlicensed) wants to find a way to document the following for projects that occur on some regular basis
Project Name
Frequency – weekly, monthly, etc.
Project team – who works on this/is involved on a regular basis?
Who is on the project team, aka active in Basecamp
For project team members who are not currently Jira users: is it a requirement that these individuals are users of the project management system?
The purpose of this is to identify what can “move”/transition immediately, and what needs to “wait” until we can accommodate non-Jira users.
To document in the future:
Tasks
For each project, start with current tasks from Basecamp
Workflow
Current workflow to inform templates
Weekly Projects
Project Name | Section or Type | Account | Date/day of month |
|---|---|---|---|
Component Exchange email | Leadership | Every Friday | |
CDA Update/COVID newsletter | Marketing | Every Thursday | |
Newsroom articles | Article | Marketing | Every week |
Bi-weekly Projects
Project Name | Section or Type | Account | Date/day of month |
|---|---|---|---|
Executive bulletin email | Leadership | Every other Wednesday | |
Leadership video series | Video | Leadership | Every other week…sometimes. |
Monthly Projects
Project Name | Section or Type | Account | Date/day of month |
|---|---|---|---|
Inventory audit | Housekeeping | Marketing | End of month |
CDA: Journal | Publication | Marketing | Beginning of month |
CDA: Journal promo in newsletter | Graphic | Marketing | Beginning of month |
CDA: Journal promotion email | Journal | Beginning of month | |
CDA: Social Media Monthly Report | Report | Marketing | Beginning of month |
TDIC: Liability Lifeline | Publication | TDIC | Every 3 months |
TDIC: RM Matters | Publication | Risk Management | Beginning of month |
CDA: Student Spotlight | Article | CDA Membership - Student Programs | Beginning of month |
TDIC Social Media Monthly Report | Report | TDIC | Beginning of month |