staff resource planning
TRANSCRIPT
Staff & Resource Planning
or: How to Manage Your Friends & Amaze Your Audiences
September 15th 2015
The Big Idea
Introduction
“Ideas without execution are hallucinations.”
The reality is that great ideas and capable execution are symbiotic. Ideas without execution are dreams. Execution without ideas is busywork.
What Are We Doing?
Introduction
1. Introductions & Listening
2. Project Management 101
3. Workshop Your Ideas
Nice to Meet You!
Introduction
Michael RaderSenior Project
Manager
3 Years Managing Projects at Forum One● Clients include American Red Cross, USAID, Energy Foundation, U.S. Global
Change Research Program, and The Brady Campaign to Prevent Gun Violence.
5 Years Working in Legislative Affairs & Advocacy in Clean Energy● Union of Concerned Scientists - Clean Energy team● Solar Energy Industries Association - Government Affairs team
2 Years as a Public Affairs Reporter for WMUK Public Radio (Kalamazoo, MI)
BA Political Science - Western Michigan UniversityMaster’s in Public Policy - American University
Introduction
We are a digital agency that partners with influential
organizations to craft solutions for the world’s most
pressing problems. Learn more at ForumOne.com.
Intros & Listening
Listening
Who are you?
Where do you work?
What’s your idea?
Intros & Listening
Listening
What’s the most important thing you’ve
learned so far?
How can this session help you realize your
solution?
Project Management
Introduction
Project Management Basics1. Define Your Goals & Audiences2. Identify Your Epic Stories3. Inventory Your Skills & Gaps4. Manage Your Budget & Tasks5. Balance Your Scope, Budget, &
Timeline
Step 1: Define Your Goals & Audiences
External vs. Internal Audiences
“If you don’t encounter resistance, you’re probably doing it wrong.”
Step 2: Identify Your Epics!
Start Big, Break It Down
Your Idea
Features
Functions
To-Do
Step 3: Inventory Skills & Gaps
How Can We Do What Needs Doing?
What Can I Do?
What Can My Team Do?
What Can My Organization Do?
What Can My Volunteers/Stakeholders Do?
What Can I Hire Others to Do?
Step 4: Manage Your Budget & Tasks
Collaboration vs. Tasks Mgmt
Tools
● Google Drive● Teamwork● Glip● Basecamp
● Redmine● Jira● Trello● Kanban Tool
Working Together
Managing Tasks
Step 5: Balance Your Scope, Budget, & Timeline
The Triple Constraint
Let’s Workshop!
Project Management
Introduction
Project Management Basics1. Define Your Goals & Audiences2. Identify Your Epic Stories3. Inventory Your Skills & Gaps4. Manage Your Budget & Tasks5. Balance Your Scope, Budget, &
Timeline
THANK YOU!Michael Rader, Forum One
On Twitter @raderm
On LinkedIn: raderm
Online: ForumOne.com