Purpose
This project is focused on ensuring a smooth, well-planned transition for all areas of the FLC transition.
Project Lead
Project lead: Adam Murray
Project lead responsibilities:
Scheduling meetings, coordinating communication, monitoring task progress
In-scope Decisions:
Scheduling and sequencing of tasks; task assignments; communication
Out-of-Scope Decisions: What types of decisions does the project lead need to bring to managers?
Contractual questions; hardware or software questions
Reporting/Questions:
FLC library directors, Marmot Executive Board, Marmot management team
Project Goals
What measurable or demonstrable outcome should be achieved by the end of the project?
All parties involved are able to monitor progress on implementation tasks, with clear assignments and deadlines.
FLC library directors, Marmot staff, and Marmot Board members are satisfied with the transition experience.
A clear plan for monitoring the first year and addressing concerns as they arise is in place.
Current Marmot member libraries understand the project and the benefits that accrue to them via this project.
Project Questions/Goals/Solutions Table
What problems or situations are we trying to solve?
Project Questions | Goal | Solution/Tasks |
|---|---|---|
What nomenclature do we adopt for the Sierra instances to emphasize that we are one consortium, not Marmot and FLC? | Sierra instance nomenclature emphasizes the unity of Marmot, rather than continuing with “Marmot” and “Flatirons” names. | Determine instance nomenclature. |
What configuration or system changes need to be made for the FLC Sierra cluster? | Marmot staff and Flatirons staff can track a well-documented list of tasks. | Configuration and system changes are documented with clear assignments and deadlines. |
What configuration or system changes need to be made for the FLC Pika instance? | ||
What training needs to be scheduled, and with whom? | Appropriate training needs are identified and scheduled for a comprehensive set of FLC staff. | Identify staff in specific roles. Schedule training sessions, perhaps multiple ones per topic (as needed) |
What eResources and other contracts held by FLC as a legal entity need to be transitioned to Marmot? | All contracts held by FLC are successfully transitioned to Marmot in a timely and transparent manner. | Identify all contracts and develop a transition plan per contract. |
What other administrative tasks need to be completed to achieve this project? | The administrative transfer of all other FLC responsibilities takes place smoothly. | All other tasks associated with new member setup or the dissolution of FLC are identified with clear assignments and deadlines. |
What communication considerations do we need to take into account? | All relevant stakeholders are provided timely and clear communication. | Develop communication plans for each stakeholder group. |
Stakeholders
Who is impacted by this project?
FLC library staff
Marmot library staff
Marmot staff
Who determines the success of this project?
FLC directors
Marmot Executive Board
Marmot management team/staff
Who is involved with completing the tasks of this project?
FLC library staff
FLC directors
Marmot management team
Marmot staff
Risks
What risks are associated with completing this project?
What risks might Marmot or member libraries incur if this project fails?
Library services to FLC patrons might suffer.
Milestones Timeline
Milestone | Staff Involved | Deadline Date | Status/Notes/Deadline Flexibility | Communication Requirements |
|---|---|---|---|---|
Project description and working groups established | Adam, Sean, Brandon, Ashley, Lloyd, Tammy |
| Complete |
|
Develop a draft of epics, milestones, and tasks for the transition project | Adam, Sean, Brandon, Ashley, Lloyd, Tammy |
| Complete | |
Provide the transition project draft to FLC Board/Directors for feedback | Adam |
| Pending |
|
Schedule working group meetings | Adam, Sean, Brandon, Ashley, Lloyd, Tammy |
| Pending |
Working Documents & Resources
Contact Information
External stakeholders
Google group(s)
determine whether we use a Google group for each working group
Project Slack Channel
determine whether we use Slack for each working group
Meeting Schedule
How often does work time or meeting time need to be scheduled?
Project Wrap-up
What tasks are associated with closing this project?
What documentation in the Marmot Knowledge Base, Internal Knowledge Base, or elsewhere needs to be updated?