wikis & project management tools in legal services november2, 2007
TRANSCRIPT
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Wikis & Project Management Tools in Legal Services
November2, 2007www.lsntap.org.coll105
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Legal Services NTAP www.lsntap.org
Overview of Session
Part 1: Wiki Wiki Wiki What is a Wiki Examples in Action Wikis & Statewide Websites Options for Wikis (We’ll review after we talk
about Project Management)
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Legal Services NTAP www.lsntap.org
Overview of Session
Part 2: Online Project Management Tools
What are online Project Management Tools?
Examples in Use in Poverty Law Wikis versus Project Management Tools Options for Project Management Tools
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Legal Services NTAP www.lsntap.org
What is a Wiki?
…a web site that is created and edited collaboratively
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Legal Services NTAP www.lsntap.org
What is a Wiki?
Users can change, delete, update, and build on the thoughts and ideas of others.
Although it is web-based no coding or “technical” knowledge is required.
Analogy: a word-processor used collaboratively, acts as a dynamic repository, retains revisions and allows discussion.
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Legal Services NTAP www.lsntap.org
What is the difference between a wiki and a blog?
Same technology..different application. Blog posts are most often individual
effort...that allow feedback from readers.
Wikis generally begin as collaborations promoting multiple authors.
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Legal Services NTAP www.lsntap.org
Wikis in the Poverty Law Setting
Examples in actionPraise for the wikisWikis and Statewide websites
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Legal Services NTAP www.lsntap.org
Arkansas Legal Services
The Problem The pro bono organizations mailed to every pro bono
attorney a huge binder of a printed version of the poverty law manual ( a manual w/ 10 sections pretty much following the major categories we deal with nationally such as Landlord/Tenant and Family law....)
Cost for mailing and printing was enormous, plus it got out of date pretty quickly since it was focused on the advocate providing a lot of case law.
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Legal Services NTAP www.lsntap.org
Interim Solution
The manual was then converted to PDF and put on the website. But PDF is bulky and takes a while to load ...
Additionally, the website coordinator could not continue to keep it updated – ‘just too much in addition to my other jobs..’
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Legal Services NTAP www.lsntap.org
The Solution
A wiki limited to the pro bono and legal services community that the community will edit and update.
https://povertylawmanual.wikispaces.com/
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Legal Services NTAP www.lsntap.org
Legal Aid of Southeastern Pennsylvania
The Problem Telephone Intake manual and Staff
manual required constant changes to a printed manual.
Everyone throughout the program had different versions, depending on which updates they had actually kept.
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Legal Services NTAP www.lsntap.org
Legal Aid of Southeastern Pennsylvania
The Solution “I checked out the NTAP info on wikis,
and was drawn by the claim that creating a wiki could be as easy as making a peanut butter sandwich. I figured I’d see if that was true, and it was.”
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Legal Services NTAP www.lsntap.org
Legal Aid of Southeastern Pennsylvania
Now a Wiki with: Organizational information Help Line Manual Staff Directory Substantive Law resources Other Resources
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Legal Services NTAP www.lsntap.org
Michigan Reentry Law Wiki
The Problem A printed manual that needed updating
and additional information, cost of printing and mailing.
Do you see a theme….?
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Legal Services NTAP www.lsntap.org
Michigan Reentry Law Wiki
The solutionAn extensive wiki of reentry law resources
http://reentry.mplp.org/reentry/index.php/Main_Page
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Legal Services NTAP www.lsntap.org
Michigan Reentry Law Wiki
The Result Extensive content, links to other
websites, documents uploaded.
20 editors, an editor training…3 contributors.
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Legal Services NTAP www.lsntap.org
More Examples
http://www.lsntap.org/wiki/Wikis_in_Action
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Legal Services NTAP www.lsntap.org
Why Use Wikis?
Online information that changes quickly Drafts and manuals that will remain
online Collaborative spaces that organize
content how you want it -- across projects
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Legal Services NTAP www.lsntap.org
Using Wikis for…
Technology manuals and policies Support manuals and policies Meeting agendas and minutes Conference planning
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Legal Services NTAP www.lsntap.org
Wikis and Statewide Websites
Consider wiki use in conjunction (not duplication) of a statewide website.
Wikis may be appropriate for large (manual) content not easily placed on a statewide website
Wikis may be used to develop content for a statewide website
May be used for taskforces or working groups
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Legal Services NTAP www.lsntap.org
Wiki Praises
The online aspect of manuals in an easily updatable format is worth it (even without multiple contributors).
Wiki “admin” praise the fact that it is easy to use without technical know-how.
With email volume constantly increasing a wiki provides an alternative to cluttered inboxes.
Keeps a history of revisions.
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Legal Services NTAP www.lsntap.org
Wiki Challenges
Create habit change A blank page does not inspire
collaboration Advanced functionality requires
advanced technical support Invitation to chaos or draft online is
difficult for some
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Legal Services NTAP www.lsntap.org
Part 2:Project Management Tools
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Legal Services NTAP www.lsntap.org
Project Management Tools
Centralized online system to:– Plan– Schedule and record milestones– Construct “to do” lists– Assign tasks to staff– Track time spent on tasks within a project– Share working drafts of documents, and– Leave messages to everyone working on a
project.
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Legal Services NTAP www.lsntap.org
Why Project Management Tools
You work on projects more than you realize.– With courts on self-help initiatives– With social service agencies on outreach projects– With other offices on hotline development– With state entities on various task forces– With staff or website committees– On statewide or regional conferences– With administrators on implementing some new
procedure or technology...and more.
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Legal Services NTAP www.lsntap.org
We all use Case Management Systems for
cases, so…
While we have technology systems that help us receive and track cases, few programs use systems that help staff manage and coordinate on projects or collaborative efforts. Instead, most of us rely on ad hoc management systems and email.
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Legal Services NTAP www.lsntap.org
Project Management in Action: PTLA
Pine Tree Legal Assistance wanted Gwen Daniels’ help in developing an online intake form for their Volunteer Lawyers Project.
They used PM tools to organize their goals, milestones, and drafts. They assigned tasks to all persons and tracked them online.
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Legal Services NTAP www.lsntap.org
Project Management in Action: NTAP
Problem: 7 staff and contractors, 6 LSC funded grants with specific milestones, 157 emails a day in my inbox, 1 aging brain.
Solution: Project Management (PM) software helped us: assign tasks and deadlines, brainstorm ideas across timezones, reduce email clutter, and have one central repository for all files and thoughts about a project.
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Legal Services NTAP www.lsntap.org
Project Management in Action: NTAP
Example: Cyber Piracy project
Becky is responsible for creating training materials. Gabe is responsible for finalizing Cyber Piracy research -- the raw data of which is in various versions. Pro bono lawyers are responsible for creating drafts of trademark material. Eva needs to review them.
PM tools help us organize this effort. What’s better? We receive notice via email of all uploads, revisions, drafts, or messages.
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Legal Services NTAP www.lsntap.org
Example in Action:ILAO’s Project Server
The Problem: We needed a way to manage internal software development projects that use staff and outside developers
The Solution: Set up a project server instance that allows us to create tasks for each phase of development and link those tasks together, assign and allocate resources, manage costs
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Legal Services NTAP www.lsntap.org
Project Management Praises
Organizes all aspects of a project -- people, deadlines, drafts, documents, chats in one place
Easy easy easy to use Easily sends notices via email Sophisticated functionality easy to
access
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Legal Services NTAP www.lsntap.org
Project Management Tools
Stand-alone tools – Microsoft Project Server– Basecamp – Zoho Project Management
Tools integrated with wiki spaces– Central Desktop– Soon: Google’s Tool
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Legal Services NTAP www.lsntap.org
Microsoft Project Server
Web-based tools, built on top of SharePoint and Microsoft Project
Server license is $60 through TechSoup Requires client licenses Requires Microsoft Project 2007 to edit
the project plan
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Legal Services NTAP www.lsntap.org
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Legal Services NTAP www.lsntap.org
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Basecamp
Web based Free version for one project with no file
upload Monthly subscriptions for multiple
projects with file uploads
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Legal Services NTAP www.lsntap.org
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More Options
http://www.lsntap.org/PM_SoftwareOptions
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When To Use Each
Wikis and PM tools together can create a complete collaborative project management system
A Wiki can provide a quick collaboration space for updatable notes, status reporting, and documentation.
PM tools often can provide centralized document management for documents that don’t lend themselves to wikis.
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Legal Services NTAP www.lsntap.org
Options for Wikis
You can outsource the hosting or get the software and host it on your server.
Which way should you go? Depends on:– How much technical expertise you have?– How much control over security you want?– How fast you want access?– How much technical support you have available?
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Legal Services NTAP www.lsntap.org
Wiki Options for Ease
Wikispaces PB Wiki MediaWiki CentralDesktop Zoho Wiki Google JotSpot
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Legal Services NTAP www.lsntap.org
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Legal Services NTAP www.lsntap.org
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Resources
Training Material: www.lsntap.org/coll105
Wikis: http://www.lsntap.org/bookshelf?tid=10
Project Management:
http://www.lsntap.org/bookshelf?tid=179