Tour de DART Sept 2009

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DART Project Update on Design Team Plans and Expectations

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DART PROJECT UPDATE

Design Team Plans & Expectations

On TrackDesign Team Plans and Expectations

Aug 2009 Design and Development

Sept 2010

Syst

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Constituent Management(Aug 09 – Jan 10)

ESTIMATED TIMING FOR DESIGN TEAMS

Aug 2009 Design and Development

Sept 2010

Syst

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D

evelo

pm

en

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Revenue Management(Oct 05 – March 10)

Constituent Management(Aug 09 – Jan 10)

ESTIMATED TIMING FOR DESIGN TEAMS

Aug 2009 Design and Development

Sept 2010

Syst

em

D

evelo

pm

en

t

Revenue Management(Oct 05 – March 10)

Campaign / Annual Giving / Prospect Research (Jan 10 – May 10)

Constituent Management(Aug 09 – Jan 10)

ESTIMATED TIMING FOR DESIGN TEAMS

Aug 2009 Design and Development

Sept 2010

Syst

em

D

evelo

pm

en

t

Revenue Management(Oct 05 – March 10)

Campaign / Annual Giving / Prospect Research (Jan 10 – May 10)

Prospect Mgmt / Gift Plan / Stewardship (March 10 – July 10)

Constituent Management(Aug 09 – Jan 10)

ESTIMATED TIMING FOR DESIGN TEAMS

Aug 2009 Design and Development

Sept 2010

Syst

em

D

evelo

pm

en

t

Revenue Management(Oct 05 – March 10)

Campaign / Annual Giving / Prospect Research (Jan 10 – May 10)

Prospect Mgmt / Gift Plan / Stewardship (March 10 – July 10)

Event Mgmt / Online(May 10 – Sept 10)

Constituent Management(Aug 09 – Jan 10)

ESTIMATED TIMING FOR DESIGN TEAMS

VOLUNTEER RECRUITMENT CONTINUES

Reviewing existing volunteers

VOLUNTEER RECRUITMENT CONTINUES

Reviewing existing volunteers Considering several factors:

VOLUNTEER RECRUITMENT CONTINUES

Reviewing existing volunteers Considering several factors:

who has the right business knowledge

VOLUNTEER RECRUITMENT CONTINUES

Reviewing existing volunteers Considering several factors:

who has the right business knowledgewho has the right technical knowledge

VOLUNTEER RECRUITMENT CONTINUES

Reviewing existing volunteers Considering several factors:

who has the right business knowledgewho has the right technical knowledgewho has demonstrated the ability and

interest to think beyond what we’re doing today in DAC

VOLUNTEER RECRUITMENT CONTINUES

Reviewing existing volunteers Considering several factors:

who has the right business knowledgewho has the right technical knowledgewho has demonstrated the ability and

interest to think beyond what we’re doing today in DAC

Evaluating whether we have sufficient diversity of representation from schools, colleges, and units

DESIGN TEAM RESPONSIBILITIES AND EFFORT

DESIGN AND DEVELOPMENT STAGES

Pre-Design Activities

Heaviest time commitment by

design team members

“BTP” = Blackbaud Technical Preview• A package of the code, customizations, conversion data, and configurations for

each functional area• Delivered to U-M for testing and review

BUSINESS PROCESS ANALYSIS

Product/process training and methodology

3-4 weeks, 40-55% time commitment

BUSINESS PROCESS ANALYSIS

Product/process training and methodology Work with BSAs to document current business processes

3-4 weeks, 40-55% time commitment

BUSINESS PROCESS ANALYSIS

Product/process training and methodology Work with BSAs to document current business processes Review, re-assess, and prioritize Fit-Gap Requirements

3-4 weeks, 40-55% time commitment

BUSINESS PROCESS ANALYSIS

Product/process training and methodology Work with BSAs to document current business processes Review, re-assess, and prioritize Fit-Gap Requirements Develop desired workflows for new system

3-4 weeks, 40-55% time commitment

BUSINESS PROCESS ANALYSIS

Product/process training and methodology Work with BSAs to document current business processes Review, re-assess, and prioritize Fit-Gap Requirements Develop desired workflows for new system Policy review

3-4 weeks, 40-55% time commitment

USER SCENARIO DEVELOPMENT

3-5 weeks, 40-55% time commitment

Draft user scenarios for Blackbaud – these provide the “blueprint” for system design

USER SCENARIO DEVELOPMENT

3-5 weeks, 40-55% time commitment

Draft user scenarios for Blackbaud – these provide the “blueprint” for system design

Finalize or escalate policy decisions

USER SCENARIO DEVELOPMENT

3-5 weeks, 40-55% time commitment

Draft user scenarios for Blackbaud – these provide the “blueprint” for system design

Finalize or escalate policy decisions Assemble data output needs (reporting, etc.)

SPRINT DESIGN CYCLES

Finalize design timeline, requirements to be addressed

12-16 weeks, 0-25% commitment

SPRINT DESIGN CYCLES

Finalize design timeline, requirements to be addressed Review periodic demos of design concepts

12-16 weeks, 0-25% commitment

SPRINT DESIGN CYCLES

Finalize design timeline, requirements to be addressed Review periodic demos of design concepts Develop testing scenarios for end of design cycle (BTP)

12-16 weeks, 0-25% commitment

SPRINT DESIGN CYCLES

Finalize design timeline, requirements to be addressed Review periodic demos of design concepts Develop testing scenarios for end of design cycle (BTP) Work on data outputs, reporting, and analytics

12-16 weeks, 0-25% commitment

BLACKBAUD TECHNICAL PREVIEW (BTP)

3 weeks, 25-50% time commitment

Preview, test, and provide feedback on all newly incorporated design elements

Sign off on final functional area design

THERE’S STILL TIME…

VOLUNTEER TODAY!

Target dates for other design teams Revenue Management (Oct 05-March 10) Campaign/Annual Giving/Prospect Research (Jan 10-May

10) Prospect Mgmt / Gift Plan/ Stewardship (March 10-July 10) Event Mgmt / Online (May 10-Sept 10)

Volunteer positions are still available for some teams

Community Resource Group

HOW TO VOLUNTEER:

Open to everyone Supervisor approval

recommended Review the informatio

n packet Complete the sign up

form Send it to:

Cassidy Eaton3590 Varsity DriveAnn Arbor, MI 48108-2228caseaton@umich.edu

Supervisor approval required

Review the information packet

Contact Karen Isble for more time/effort specifics: ktisble@umich.edu

Share it with your supervisor and/or others in your unit

Complete the sign up form Send it to:

Cassidy Eaton3590 Varsity DriveAnn Arbor, MI 48108-2228caseaton@umich.edu

Dev / Fin Community Resource Group

Design Team Positions