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Page 1 of 22 2017 Emerging Leaders Team D: Final Report Date: 19 June 2017 Submitted to: American Library Association Emerging Leaders Program Submitted by: Jessica Bennett, Missouri State University Library Brianna Furcron, Arizona State Library Catie Sahadath, University of Ottawa Library Jennifer Shimada, Relay Graduate School of Education Kyle Willis, OCLC CC: Library Information Technology Association (LITA) Board
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Page 1 of 22

2017 Emerging Leaders Team D: Final Report

Date: 19 June 2017

Submitted to: American Library Association Emerging Leaders Program

Submitted by:

Jessica Bennett, Missouri State University Library

Brianna Furcron, Arizona State Library

Catie Sahadath, University of Ottawa Library

Jennifer Shimada, Relay Graduate School of Education

Kyle Willis, OCLC

CC: Library Information Technology Association (LITA) Board

Page 2 of 22

Contents 2017 Emerging Leaders Team D: Final Report .............................................................................................. 1

Final Report: Introduction ......................................................................................................................... 4

Team Members ......................................................................................................................................... 4

Principal Project Outputs........................................................................................................................... 4

About this Report ...................................................................................................................................... 4

1. Statement of Work .................................................................................................................................... 5

1.1 Executive Summary ............................................................................................................................. 6

1.2 Business Need ..................................................................................................................................... 6

1.3 Scope of Products and Outcomes ....................................................................................................... 6

1.4Sample Tools List .................................................................................................................................. 7

1.5 Strategic Plan ....................................................................................................................................... 8

2. Project Management Plan ......................................................................................................................... 9

2.1 Executive Summary ........................................................................................................................... 10

2.2 Integration Management .................................................................................................................. 10

2.2.1 Project Governance and Project Team Structure ....................................................................... 10

2.2.2 Roles and Responsibilities .......................................................................................................... 11

2.2.3 Issue Management ..................................................................................................................... 11

2.2.4 Project Close Out ........................................................................................................................ 11

2.3. Scope Management ......................................................................................................................... 11

2.3.1 Scope Statement ........................................................................................................................ 11

2.3.2 Project Deliverables .................................................................................................................... 12

2.4. Schedule Management ..................................................................................................................... 13

2.4.1 Milestones .................................................................................................................................. 13

2.4.2 Schedule Control ........................................................................................................................ 14

2.5. Stakeholder Analysis ......................................................................................................................... 14

2.6. Project Reporting and Communication ............................................................................................ 15

2.7. Information Management ................................................................................................................ 15

3. Project Closure Report ............................................................................................................................ 17

3.1. Purpose ............................................................................................................................................ 18

3.2. Project Closure Report Goals ............................................................................................................ 18

Page 3 of 22

3.3. Project Closure Report Summary ..................................................................................................... 18

3.3.1 Project Background Overview .................................................................................................... 18

3.3.2 Project Closure Synopsis ............................................................................................................. 18

3.4. Project Metrics Performance ........................................................................................................... 18

3.4.1 Goals and Objectives Performance ............................................................................................ 18

3.4.2 Success Criteria Performance ..................................................................................................... 19

3.4.3 Milestone and Deliverable Performance .................................................................................... 19

3.5. Project Closure Tasks ........................................................................................................................ 20

3.5.1 Resource Management .............................................................................................................. 20

3.5.2 Issue Management ..................................................................................................................... 20

3.5.3 Lessons Learned ......................................................................................................................... 21

3.5.4 Postproject Tasks ........................................................................................................................ 21

Appendix I: Promotional Bookmark ............................................................................................................. 22

Page 4 of 22

Final Report: Introduction The current report summarizes the activities conducted by the 2017 American Library Association

Emerging Leaders Team D. The project for this tem, entitled Building Leadership in Virtual Engagement,

was sponsored by the Library Information Technology Association (LITA), and built on the work of the

2013 Emerging Leaders project entitled Leadership Guide for New Chairs of LITA Committees and Interest

Groups. The current project team built on the 2013 team’s work by preparing a guide specifically

designed for the amelioration of LITA’s virtual teams.

Team Members 2017 ALA Emerging Leaders Team D:

Jessica Bennett, Missouri State University Library

Brianna Furcron, Arizona State Library

Catie Sahadath, University of Ottawa Library

Jennifer Shimada, Relay Graduate School of Education

Kyle Willis, OCLC

LITA Liaisons:

Margaret Heller

Andromeda Yelton

Principal Project Outputs The principal outputs for the current project include:

The interactive Virtual Engagement Toolkit, available online at http://docs.lita.org/toolkit

A poster outlining the details of the project, to be presented at the 2017 ALA Annual Conference

Promotional bookmarks to be handed out during the aforementioned poster presentation

(Appendix I)

About this Report In anticipation of this report, the Emerging Leaders Team D documented the project management

process throughout the entire lifecycle of the project. This report is a package consisting primarily of that

project management documentation. The project management documentation includes:

Statement of Work

Project Management Plan

Project Closure Report

Page 5 of 22

BUILDING LEADERSHIP IN VIRTUAL ENGAGEMENT

1. Statement of Work

Unit: LITA

Author : 2017 ALA Emerging Leaders Team D

Effective Date: 2017 February 13th

Version: V1.0

Document control

This document is a version controlled document. All changes are to be recorded in the following version

control table:

Version Date Summary of Changes Responsible

DRAFT 2017-02-10 Creation CS/BF/JS

V1.0 2017-02-13 Completion for LITA Board Review CS

Page 6 of 22

1.1 Executive Summary For the American Library Association (ALA)’s 2017 Emerging Leaders (EL) program, the Library

Information Technology Association (LITA) submitted a project plan to be completed by one of the teams

of EL participants. Team D consists of five team members, and is the team responsible for the project

brought forward by LITA.

The project will address the needs of LITA’s growing base of virtual teams. Specifically, the project seeks

to provide an online toolkit that members and leaders of LITA’s virtual teams can use to ameliorate their

processes, to ensure the even distribution of work throughout the year, and to augment the efficiency

with which these teams operate. It also seeks to ensure the adherence to federal legislation and ALA

regulations concerning virtual collaboration.

The work is to be completed remotely by EL Team D ahead of the 2017 ALA Annual Conference in June,

2017. EL Team D will also prepare a summary of its work to present as a poster at the 2017 Annual

Conference. The current statement of work addresses the outcomes of the project, and will not include

the outcomes of the poster presentation.

1.2 Business Need LITA views the role of Committee/Interest Group Chair as both a service and a professional development

opportunity. As such, it is the Association’s responsibility to both properly prepare incoming chairs for the

roles managing the activities of their group or committee as well as to assist them in building their skills in

meeting management, mediation, and organizational communication. The tendency in the past for

Committees and Interest Groups to work only at ALA conferences inhibits overall productivity. A

documented set of best practices for managing the work of volunteer-based committees and interest

groups that will be applicable in both face to face and (especially) virtual settings. Ultimately, a set of best

practices and a toolkit will be created to help increase effective communication for Committee/Interest

Group chairs and members to improve productivity of the groups over the course of the year. LITA will

use the delivered best practices guide, along with the Leadership Guide created by a prior EL, as the core

resource for incoming Chairs. The Committee/Interest Group Chair Coordinators will center their annual

orientation around the resources in the Guide, and will offer monthly professional development sessions

virtually to the Chairs group on different topics outlined in the Guide. Once the Guide has been

implemented, LITA plans to offer it to all ALA units to improve engagement across the Association.

1.3 Scope of Products and Outcomes The goals that the outcomes seek to address are:

Improve engagement for LITA’s virtual teams

Increase the knowledge and understanding of tools and best practices for the engagement of

virtual teams among leaders in LITA

Create tools to allow for standardized practices with regard to virtual collaboration

The final products of the current project will include a web-based toolkit, which will be made available on

LITA’s website. The intended audience for this toolkit includes chairs of LITA Committees and Interest

Groups. The intent of the toolkit is for it to serve as a model for use by other ALA divisions.

Page 7 of 22

The aforementioned toolkit may include:

Best practices and tips for leading/participating in virtual teams, such as:

Virtual meeting facilitation strategies

Virtual project management strategies

Encouraging virtual engagement among members

Documentation outlining best practices for the management and archiving of information

products (e.g. documentation, minutes, etc.)

Recommended online tools and applications targeting asks, issues, or problems that may be

encountered in leading virtual teams, and a set of guideline for evaluating online tools not found

on the recommended list

Tutorials and/or user guides for the recommended online tools and applications

Information on legislation and administrative infrastructure affecting virtual teams (e.g. ADA

compliance, regulations from ALA, etc.)

The toolkit will integrate the findings and recommendations made by the 2013 LITA Emerging Leaders

group. This group was created as LITA wanted to make committee and interest group chairs better

leaders and to improve transitions into LITA leadership. The 2013 LITA Emerging Leaders group produced

a leadership guide to facilitate this.

The current statement of work addresses the outcomes and products associated with the project, and

not the poster presentation for the 2017 ALA Annual Convention.

1.4Sample Tools List The following list provides examples of the tools and functions that will be addressed in the current

project. This list is demonstrative and non-exhaustive:

Real-Time Collaboration and Communication Scheduling Document Management

Skype / Skype for Business Google Calendar Google Drive

Microsoft Lync Doodle LITA's Google Drive

Slack Dropbox

Telephone / Conference calls ALA Connect

LITA Wordpress

Virtual Meetings Project Management Asynchronous Communication

WebEx Trello Email

Google Hangouts Basecamp

Page 8 of 22

Zoom Asana

Adobe Connect

1.5 Strategic Plan LITA’s 2016-2018 Strategic Plan contains of four areas of focus -- Member Engagement, Organizational

Stability and Sustainability, Education and Professional Development, and Advocacy and Information

Policy -- that support the division’s mission and vision. This project most directly promotes the goal of

Member Engagement: improving the virtual work of committees will allow committee and interest group

members to more efficiently and effectively share their expertise and build a sense of community than if

they solely worked together in person. It will also allow more members to participate, since not all

members may not be able to attend conferences.

Further, this project will aid Organizational Stability and Sustainability. Providing a list of recommended,

accessible virtual conferencing software will allow committees and interest groups to have options

beyond Adobe Connect, freeing up the time of LITA staff members who must be present when Adobe

Connect is used. Also, this toolkit can be shared with other divisions who have expressed interest in

improving virtual engagement in their own division, expanding LITA’s relationship with other divisions.

Finally, because much of the work that LITA will do to accomplish its strategic plan is accomplished

through its committees and interest groups, improving the virtual engagement of those interest groups

will indirectly support all areas of the strategic plan.

Page 9 of 22

BUILDING LEADERSHIP IN VIRTUAL ENGAGEMENT

2. Project Management Plan

Unit: Library Information Technology Association (LITA)

Author : 2017 Emerging Leaders Team D

Effective Date: 2017-04-07

Version: V1.2

Document control

This document is a version controlled document. All changes are to be recorded in the following version

control table:

Version Date Summary of Changes Responsible

DRAFT 2017-

02-17

Creation CS

V1.0 2017-

04-07

Finalized first version CS

V1.2 2017-

05-05

Amended Milestones list/ Communications and reporting / Information

Management sections to include Toolkit Integration ifo from Jenny

Levine (April 28th meeting)

CS

Page 10 of 22

2.1 Executive Summary For the American Library Association (ALA)’s 2017 Emerging Leaders (EL) program, the Library

Information Technology Association (LITA) submitted a project plan to be completed by one of the teams

of EL participants. Team D consists of five team members, and is the team responsible for the project

brought forward by LITA.

The project will address the needs of LITA’s growing base of virtual teams. Specifically, the project seeks

to provide an online toolkit that members and leaders of LITA’s virtual teams can use to ameliorate their

processes, to ensure the even distribution of work throughout the year, and to augment the efficiency

with which these teams operate. It also seeks to ensure the adherence to federal legislation and ALA

regulations concerning virtual collaboration.

The work is to be completed remotely by EL Team D ahead of the 2017 ALA Annual Conference in June,

2017. EL Team D will also prepare a summary of its work to present as a poster at the 2017 Annual

Conference.

2.2 Integration Management Since the project group is small, integration management will not be formalized. The execution of the

project will rely on each group member completing his or her tasks, and the group’s management of its

own schedule and milestones. The current project plan has been drafted to ensure that adherence to it

should guarantee project completion.

2.2.1 Project Governance and Project Team Structure The project was proposed by the LITA executive for work by one team in the class of ALA’s Emerging

Leaders for 2017. The teams were assembled by the Emerging Leaders coordinators, with input for

project preference given by the team members. Five team members were assigned to Emerging Leaders

Team D, which is the team responsible for the LITA project. The LITA executive has also assigned two

liaisons to work on the project. The team members are:

Jessica Bennett, Missouri State University Library

Brianna Furcron, Arizona State Library

Catie Sahadath, University of Ottawa Library

Jennifer Shimada, Relay Graduate School of Education

Kyle Willis, OCLC

The LITA Liaisons are:

Margaret Heller

Andromeda Yelton

The current team had one initial in-person meeting at the ALA Midwinter Meeting in January, 2017.

Subsequently, the group is working on the project as a virtual team, meeting and collaborating remotely.

Page 11 of 22

The team does not have a formal chair, and maintains a schedule of rotating meeting chairs and note-

takers.

2.2.2 Roles and Responsibilities Each team member is responsible for completing assigned tasks based on the milestones outlined in this

project management plan.

The responsibility of chairing meetings and taking meeting notes rotates between all members.

The LITA liaisons are invited to attend meetings, and are present to provide advice when needed.

2.2.3 Issue Management Issues will be captured in the meeting minutes, and their management will be determined by the team as

they arise.

2.2.4 Project Close Out At project close out, all documentation will be archived appropriately, and knowledge transfer to the LITA

board will follow.

Following the ALA Annual Conference, the group will meet again to debrief on the project. This debrief

will be documented and made available for LITA, and for future projects of a similar nature.

2.3. Scope Management Scope will be managed through the scheduling of concrete milestones, and through the adherence

thereto. It is the responsibility of the team as a whole to check activities for scope as they arise.

2.3.1 Scope Statement The goals that the outcomes seek to address are:

Improve engagement for LITA’s virtual teams

Increase the knowledge and understanding of tools and best practices for the engagement of

virtual teams among leaders in LITA

Create tools to allow for standardized practices with regard to virtual collaboration

The final products of the current project will include a web-based toolkit, which will be made available on

LITA’s website. The intended audience for this toolkit includes chairs of LITA Committees and Interest

Groups. The intent of the toolkit is for it to serve as a model for use by other ALA divisions.

The aforementioned toolkit may include:

Best practices and tips for leading/participating in virtual teams, such as:

o Virtual meeting facilitation strategies

o Virtual project management strategies

o Encouraging virtual engagement among members

Documentation outlining best practices for the management and archiving of information

products (e.g. documentation, minutes, etc.)

Recommended online tools and applications targeting asks, issues, or problems that may be

encountered in leading virtual teams, and a set of guideline for evaluating online tools not found

on the recommended list

Page 12 of 22

Tutorials and/or user guides for the recommended online tools and applications

Information on legislation and administrative infrastructure affecting virtual teams (e.g. ADA

compliance, regulations from ALA, etc.)

The toolkit will integrate the findings and recommendations made by the 2013 LITA Emerging Leaders

group. This group was created as LITA wanted to make committee and interest group chairs better

leaders and to improve transitions into LITA leadership. The 2013 LITA Emerging Leaders group produced

a leadership guide to facilitate this.

Activities In Scope Activities Out of Scope

Developing a toolkit to assess tools for virtual engagement Developing recommendations for

specific tools

Conducting an environmental scan to determine what tools LITA

committees are using, and for what tasks

2.3.2 Project Deliverables

Deliverable Recipients Delivery Date Delivery Method

Online Toolkit LITA committees June 2017 Web

Poster presentation ALA poster session attendees June 2017 In person / Presentation

Poster - Online archived version ALA Members June 2017 Web

2.3.3.1 Work Activities

Online survey to LITA committee chairs

Creating a list of tools, software, applications

Creating evaluation criteria for selected tools, software, applications

Developing guides for best practices in virtual engagement

Developing an online toolkit based on the evaluated tools, software applications, and best

practices

Creating a poster outlining the project for the ALA Annual Conference poster session

2.3.3.2 Constraints

June 23 deadline for ALA Annual Conference

Working in the virtual team across time zones:

o Scheduling meeting times

Challenges with technology, online meeting tools

Page 13 of 22

Rules and regulations from ALA and federal legislation regarding the usage and requirements of

certain online tools

2.3.3.3 Stakeholders LITA: Project sponsor

Emerging Leaders Program: Program sponsor

LITA Chairs: intended audience

Other ALA Divisions: Potential project repurposing

2.4. Schedule Management Throughout the Delivery Stage of the project, the schedule will be managed at weekly update meetings.

The project schedule represents a critical path defined by key deliverables and milestones.

2.4.1 Milestones

Description Forecast Date

Submit Statement of Work 2017-02-13

Complete list of software for evaluation 2017-02-13

Survey for LITA chairs drafted and ready for distribution 2017-02-24

Survey distribution and data collection 2017-03-01 to

2017-03-15

Information on legislation and administrative infrastructure affecting virtual teams

compiled (e.g. ADA compliance, regulations from ALA, etc.)

2017-03-10

Establish criteria for software evaluation 2017-03-10

Completion of survey review and analysis 2017-03-31

Complete evaluation of software based on criteria and complete software

recommendations

2017-04-07

Complete user guides for recommended software 2017-05-12

Complete sustainability plan, and establish review and update protocol 2017-05-12

Compile and describe best practices and tips for leading/participating in virtual teams.

This includes documentation outlining best practices for the management and archiving

2017-05-12

Page 14 of 22

of information products (e.g. documentation, minutes, etc.) and best practices for

ensuring accessibility

Posting toolkit on the LITA Wordpress site 2017-05-26

Complete and print poster for poster session 2017-06-14

Present poster at ALA Annual 2017-06-23

Deposit project documentation 2017-06-23

Communicate with other divisions looking to pilot 2017-07-15

[second half

of July]

2.4.2 Schedule Control Project milestones will be addressed at each weekly meeting. Schedule modification will be ongoing, and

will be facilitated through the weekly meetings.

2.5. Stakeholder Analysis

Stakeholder

Name

How they will

impact the project

How they will be impacted by

the project

Communication Requirements

Library

Information

Technology

Association

(LITA)

As the project

sponsor, LITA’s

input drives the

direction of the

project, especially

at the proposal

stage.

This project will provide LITA

with a toolkit for virtual

engagement. It is anticipated

that this toolkit will be a

standard that other ALA

units may adapt and use,

which will increase LITA’s

visibility in the ALA

community

The current group reports back to

LITA.

LITA liaisons are invited to the

current group’s virtual meetings.

Emerging

Leaders (EL)

Program

The EL program

assembled this

group, and

provides tangential

support such as

webinars, and an

ALA Connect space.

The ELs program is based on

projects from the teams, and

the success of this project

would translate to a success

for the ELs program.

The current group will present this

project at the ALA Annual

Conference in June 2017.

Page 15 of 22

LITA

Committee

Chairs

LITA Committee

Chairs’ input

through the survey

is of paramount

importance for the

development of

this project’s

deliverables.

LITA Committee chairs will

be the primary beneficiaries

of the outcomes of the

current project. The toolkit

will give them the resources

necessary to ameliorate their

engagement with their

virtual teams.

LITA Chairs are being consulted in

the development of this project

through a web survey. These

responses will inform the

development of the project

outcomes. The final product will be

available to LITA Chairs online, and

we will make recommendations to

LITA Leadership about how to

communicate this with chairs (e.g.,

via e-mail.)

LITA

Committee

members

LITA Committee

members input

through the survey

will inform the

development of

this project’s

deliverables.

LITA Committee members

will be directly affected by

recommendations adopted

by chairs, and may also use

toolkit for their own work

within the committee.

LITA committee members are being

consulted in the development of

this project through a web survey.

These responses will inform the

development of the project

outcomes. LITA will host toolkit

and disseminate accordingly to

members.

American

Library

Association

The ALA’s input is

indirect, and

largely takes the

form of the input

from its subparts.

If other ALA groups adopt

and adapt the toolkit, virtual

engagement among ALA

committees may improve.

The current project will be

presented to ALA members as a

poster session at the 2017 ALA

Annual Convention.

2.6. Project Reporting and Communication LITA liaisons are invited to observe all meetings of the project team to learn of status updates and to

provide advice when necessary. All other status reports are on an as-needed basis. Status reports will be

delivered by email when required.

The final outcomes of the project will be delivered as a poster session to the ALA community at the 2017

ALA Annual Meeting.

In the second half of July 2017, the work of this group will be shared with other ALA divisions looking to

pilot a similar toolkit.

2.7. Information Management Working documents will be stored in LITA’s Google Drive.

All project management documentation will be saved to ALA Connect.

All project outputs will be stored on LITA’s Wordpress site and ALA Connect.

Page 16 of 22

The “canonical” online space where the toolkit will be stored is LITA’s Wordpress site, docs.lita.org. This

is where the 2013 and 2017 project outputs will be made accessible.

Following the close of the project, LITA’s Committee Coordinator will maintain the work, and ask annually

for updates or suggestions to integrate it into routines.

Page 17 of 22

BUILDING LEADERSHIP IN VIRTUAL ENGAGEMENT

3. Project Closure Report

Unit: LITA

Author : 2017 ALA Emerging Leaders Team D

Effective Date: 2017-06-05

Version: V1.0

Document control

This document is a version controlled document. All changes are to be recorded in the following version

control table:

Version Date Summary of Changes Responsible

DRAFT 2017-06-05 Creation CS

V1.0 2017-06-05 Completion of document CS

Page 18 of 22

3.1. Purpose The purpose of this Project Closure Report is to assess the success of the project, identify best practices

for future projects, resolve all open issues, and formally close the project.

3.2. Project Closure Report Goals This Project Closure Report is created to accomplish the following goals:

Review and validate the milestones and success of the project.

Confirm outstanding issues, risks, and recommendations.

Outline tasks and activities required to close the project.

Identify project highlights and best practices for future projects.

3.3. Project Closure Report Summary

3.3.1 Project Background Overview The goals that the outcomes sought to address were:

Improve engagement for LITA’s virtual teams

Increase the knowledge and understanding of tools and best practices for the engagement of

virtual teams among leaders in LITA

Create tools to allow for standardized practices with regard to virtual collaboration

The final products of the current project were to include a web-based toolkit, which will be made

available on LITA’s website. The intended audience for this toolkit included chairs of LITA Committees and

Interest Groups. The intent of the toolkit is for it to serve as a model for use by other ALA divisions.

3.3.2 Project Closure Synopsis The current project is being closed because all project objectives and deliverables have been met.

3.4. Project Metrics Performance

3.4.1 Goals and Objectives Performance The goal of the current project, as outlined in the Statement of Work, was to:

Improve engagement for LITA’s virtual teams

Increase the knowledge and understanding of tools and best practices for the engagement of

virtual teams among leaders in LITA

Create tools to allow for standardized practices with regard to virtual collaboration.

This was to be accomplished by developing a web-based toolkit that would:

Be made available on LITA’s online environment

Have a target audience that included the chairs of LITA’s committees and interest groups

Serve as a model for use by other ALA divisions

The Project Team accomplished these goals by:

Surveying current LITA Chairs to adequately target the toolkit’s content

Page 19 of 22

Developing a web-friendly toolkit and posting it to http://docs.lita.org/toolkit

Making this documentation openly available

3.4.2 Success Criteria Performance The success of the current project was directly related to the ability of the Project Team to complete the

project by the scheduled deadline. This was accomplished. The assessment of the Toolkit following its

creation falls outside of the timeframe of the current project.

3.4.3 Milestone and Deliverable Performance

Description Forecast Date Status

Submit Statement of Work 2017-02-13 Complete

Complete list of software for evaluation 2017-02-13 Complete

Survey for LITA chairs drafted and ready for distribution 2017-02-24 Complete

Survey distribution and data collection 2017-03-01

to 2017-03-

15

Complete

Information on legislation and administrative infrastructure affecting virtual

teams compiled (e.g. ADA compliance, regulations from ALA, etc.)

2017-03-10 Complete

Establish criteria for software evaluation 2017-03-10 Complete

Completion of survey review and analysis 2017-03-31 Complete

Complete evaluation of software based on criteria and complete software

recommendations

2017-04-07 Complete

Complete user guides for recommended software 2017-05-12 Complete

Complete sustainability plan, and establish review and update protocol 2017-05-12 Complete

Compile and describe best practices and tips for leading/participating in

virtual teams. This includes documentation outlining best practices for the

management and archiving of information products (e.g. documentation,

minutes, etc.) and best practices for ensuring accessibility

2017-05-12 Complete

Page 20 of 22

Posting toolkit on the LITA Wordpress site 2017-05-26 Complete

Complete and print poster for poster session 2017-06-14 Complete

Present poster at ALA Annual 2017-06-23 Pending

Deposit project documentation 2017-06-23 Pending

Communicate with other divisions looking to pilot 2017-07-15

[second half

of July]

Pending

3.5. Project Closure Tasks

3.5.1 Resource Management Knowledge and Information resources from the current project will be archived according the Project

Management Plan, section 7:

Working documents will be stored in LITA’s Google Drive.

All project management documentation will be saved to ALA Connect.

All project outputs will be stored on LITA’s Wordpress site and ALA Connect.

The “canonical” online space where the toolkit will be stored is LITA’s Wordpress site,

docs.lita.org. This is where the 2013 and 2017 project outputs will be made accessible.

Following the close of the project, LITA’s Committee Coordinator will maintain the work, and ask

annually for updates or suggestions to integrate it into routines.

3.5.2 Issue Management As of the writing of this document, the following milestones remain to be completed:

Poster presentation at ALA Annual Conference

Deposit of project documentation

Communication with other divisions looking to pilot the program

The aforementioned issues were not yet completed because their completion is intentionally scheduled

after the writing of this report. Their completion has concrete, scheduled due dates, which are outlined in

section 4.3.

Page 21 of 22

3.5.3 Lessons Learned

Each team member spent approximately three (3) hours per week working on the current

project, including weekly meeting. Future Emerging Leaders may benefit to know that this is the

type of time commitment required for the program.

Rotating the duties of chairing meetings and providing secretariat ensured a more even

distribution of work, and ensured engagement among team members

Creating thorough documentation was time consuming, and in retrospect this effort was

beneficial

Communicating with external stakeholders, especially with regard to the survey, was easily

facilitated. LITA members were interested and willing to speak with the team

At the beginning of the project the team decided that the LITA liaisons would be invited to every

meeting. The team regularly invited the LITA liaisons to the weekly meetings. Once the project

management plan was completed and the work began, the team ceased inviting the liaisons, and

asked them to join as necessary. LITA liaisons were responsive when the team reached out for

help.

During the project the team was interested in developing a Creative Commons license for the

project outputs. From this process, the team learned that LITA does not have a policy on the

licensing of such intellectual property. This is an area for potential development.

The team used different web conferencing software for each meeting. This was a logistical

decision that helped the team develop informed content for the toolkit.

Using different web conferencing software for each meeting, really helped to identify glitches and

strengths in each

3.5.4 Postproject Tasks 3.5.4.1: Poster Presentation at ALA Annual Conference

All Project Team members will be present to deliver the poster presentation at the ALA Annual

Conference on Friday, June 23, 2017 from 2:00-3:00 p.m.

3.5.4.2: Deposit of Project Documentation Following the ALA Annual Conference, the Project Team will meet to debrief. At this point, the

assignment of the deposit of project documentation will occur.

3.5.4.3: Communication with other divisions looking to pilot the program Following the ALA Annual Conference, the Project Team will meet to debrief. At this point, the

assignment of the deposit of communicating with other divisions looking to pilot the program will occur.

Page 22 of 22

Appendix I: Promotional Bookmark

Recto Verso


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