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