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Todays Presenters Sarah Fuller Robert Horton Program Specialist, Associate Deputy IMLS Director, IMLS Todays Moderator Sharon Streams Senior Program Manager, Community Relations, OCLC coalitiontoadvancelearning.org @ LAMcoalition


  1. Today’s Presenters Sarah Fuller Robert Horton Program Specialist, Associate Deputy IMLS Director, IMLS Today’s Moderator Sharon Streams Senior Program Manager, Community Relations, OCLC

  2. coalitiontoadvancelearning.org @ LAMcoalition

  3. Background on Coalition • Support from IMLS and Bill & Melinda Gates Foundation • OCLC project sponsor (and webinar host) • Members: AAM, AASLH, ACM, ACRL, ALISE, ARL, ASTC, Califa, CoSA, COSLA, DPM, Educopia, Heritage Preservation, Lyrasis, PLA, OCLC, RAAC, SAA, SLA, ULC, VA Assoc. of Museums, YALSA • Webinar team: Linda Crowe, Mary Ellen Davis, Sarah Fuller, Bob Horton

  4. 612 349 123 L ibraries 60% M useums A rchives 34% 12% Note: 188 registrants (18%) selected more than one sector, so totals exceeds 100%

  5. Where you’re from! Pe: Nt: BC:5 Nu: AB: SK: Mb: 1 2 1 4 3 2 ON:25 16 18 6 1 1 3 23 14 77 34 4 2 4 13 28 20 2 29 6 6 5 9 77 4 DC:49 43 12 8 48 3 36 29 71 9 21 6 12 32 11 1 12 4 8 28 7 10 8 51 11 20 3 Vi:1

  6. PROJECT MANAGEMENT 101: KEY ELEMENTS OF A PROJECT PLAN C O A L I T I O N T O A D V A N C E L E A R N I N G I N A R C H I V E S , L I B R A R I E S A N D M U S E U M S 5 F E B R U A R Y 2 0 1 5 # L A M C O A L I T I O N

  7. COALITION’S GOALS FOR THE Encourage cross sector collaboration WEBINARS Test prototype of course content Explore delivery through different entities and means Enlist your engagement, participation and feedback https://www.flickr.com/photos/angietorres/4564765098/

  8. WHY PROJECT MANAGEMENT? Moving from program based to project based budgets and work plans Writing grants Managing dynamic technologies Working with partners Measuring performance Delivering outcomes https://www.flickr.com/photos/vermeyachtdesign/8763790804/

  9. LEARNING OBJECTIVES Introduction to project planning Iterative and agile What you know and what you need to learn Focus on planning – preparation for a project https://www.flickr.com/photos/chanceprojects/

  10. Today’s webinar Complete worksheets (on your own AGENDA or in small groups) Worksheet review by webinar team Second webinar: case studies, reports, Q&A, your feedback https://www.flickr.com/photos/agirregabiria/3499503013/

  11. COMMUNICATION: ARTICULATING AN IDEA Persuasive, articulate, compelling What is the purpose of the project? Does it solve a problem? Meet an institutional need? Address an interest? Put existing resources to new use? What will be the impact of your idea? How will it advance your audience, institution, your profession, the public? What are the products? Standards, mandates, best practices? https://www.flickr.com/photos/wiertz/13195153284/

  12. E X A M P [Applicant] (in collaboration with four regional museums) will L create and implement software to E enable museums to contribute digital image collections for open public access.

  13. VALUE: DEFINING AN AUDIENCE The “general public” is not an audience: Who will participate in, use, and/or benefit from the project? What are the technical abilities, constraints, and resources of potential project audiences? What relationship do my audiences have with our institution(s)? Do we need to build bridges and relationships? https://www.flickr.com/photos/mattcornock/10251145144/

  14. E The two core public audiences for this effort are first- and second-generation X immigrants and the Millennial generation. The notion that engaging A these populations with the city’s past can deepen their civic connections in M the present is inspired by findings that P “Building community histories that encourage community attachment” is an L area where libraries can provide effective leadership . E https://www.flickr.com/photos/mattcornock/10316548284/

  15. You’re probably not the first to try this CONTEXT: ENVIRONMENTAL SCAN Learn from and build on others’ work Models (good? bad?) Standards (appropriate? cost effective?) Technology (open source? proprietary? customized?) Do you have the capacity to do this? http://www.loc.gov/pictures/item/fsa1998019168/PP/

  16. RESOURCES: FUNDING Institutional capacity Mix of funding sources Scope and scale Costs and budgets https://www.flickr.com/photos/86530412@N02

  17. SKILLS: PEOPLE AND PARTNERSHIPS Nobody has all the necessary skills Training, hiring, contracting, collaborating Technology: in house, partners, contractors Quid pro quo https://www.flickr.com/photos/venessamiemis/4756760521

  18. SCOPE: PRACTICAL WORK PLAN Putting it all together Prep: contracts, agreements, hiring? Technology: iterative, modular, testing, improvements Communication, outreach, marketing Products, deliverables Critical path https://www.flickr.com/photos/peninah/4277003214

  19. OUTCOMES: EVALUATION Don’t wait Outside evaluation Quantitative Qualitative Baseline and benchmarks Documentation Manage expectations https://www.flickr.com/photos/inju/4274463847

  20. SUSTAINABILITY: WHAT COMES NEXT Program support Technology maintenance and upgrades Further development: more content? Audience engagement Social media Digital preservation https://www.flickr.com/photos/intelfreepress/12838515965

  21. Work on your own or form small groups: colleagues? Neighbors? Twitter (#LAMcoalition)? ASSIGNMENT Use worksheets to develop an idea and define an audience Send to webinar team for review at LAM@imls.gov Tune in on the 19th for discussion https://www.flickr.com/photos/kaptainkobold/5181464194

  22. WORKSHEETS 1. Articulating the idea: a) Blue sky, but succinct b) Describe purpose and impact c) Define products 2. Identifying audiences and constituencies a) Who are they? Why would they want this? b) Do they need any resources or capacity to be engaged? c) Why would they want to work with you? https://www.flickr.com/photos/osterhas/8150899364

  23. CONTACTS AND RESOURCES Submit worksheets  LAM@imls.gov Sarah Fuller  sfuller@imls.gov Bob Horton  rhorton@imls.gov Website  coalitiontoadvancelearning.org Twitter  #LAMcoalition http://www.loc.gov/pictures/item/2010640166/

  24. HOUSEKEEPING • Thank you for taking the Survey you’ll be sent to as you leave. Your feedback is important! • If you are not registered for the February 19 session, be sure to do so. • Contact Jennifer Peterson with registration questions petersoj@oclc.org

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