Project Overview
- Catherine Foss (Unlicensed)
- Janice Chan (Unlicensed)
- Sydnee Funke (Unlicensed)
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 |
|
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Recurring Projects
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 (Additional Detail on Tasks / Subtasks for Recurring Projects is Here)
Project Name | Section or Type | Account | Date/day of month | Project Team/Jira or No? |
|---|---|---|---|---|
Component Exchange email | Leadership | Every Friday | Not Everyone is in Jira | |
CDA Update/COVID newsletter | Marketing | Every Thursday | Not Everyone is in Jira | |
Newsroom articles | Article | Marketing | Every week | This is in Jira |
Newsroom graphics | Graphics | Marketing | Multiple a week | This is in Jira |
Digital graphics | Graphics | Marketing | Multiple a week | This is in Jira |
Bi-weekly Projects
Project Name | Section or Type | Account | Date/day of month | Project Team/Jira or No? |
|---|---|---|---|---|
Executive bulletin email | Leadership | Every other Wednesday | Not Everyone is in Jira | |
Leadership video series | Video | Leadership | Every other week…sometimes. | Not Everyone is in Jira |
Monthly Projects
Project Name | Section or Type | Account | Date/day of month | Project Team/Jira or No? |
|---|---|---|---|---|
Inventory audit | Housekeeping | Marketing | End of month | N/A |
CDA: Journal | Publication | Marketing | Beginning of month | Not Everyone is in Jira |
CDA: Journal promo in newsletter | Graphic | Marketing | Beginning of month | Not Everyone is in Jira |
CDA: Journal promotion email | Journal | Beginning of month | Not Everyone is in Jira | |
CDA: Social Media Monthly Report | Report | Marketing | Beginning of month | Could be in Jira |
TDIC: Liability Lifeline | Publication | TDIC | Every 3 months | Could be in Jira |
TDIC: RM Matters | Publication | Risk Management | Beginning of month | Could be in Jira |
CDA: Student Spotlight | Article | CDA Membership - Student Programs | Beginning of month | Could be in Jira |
TDIC Social Media Monthly Report | Report | TDIC | Beginning of month | Could be in Jira |