The transition of the six Flatirons libraries into Marmot voting members consists of 4 “epics.” Each epic is populated by milestones and tasks associated with each milestone.

Epic 1: Sierra & Pika Configurations

Epic 1: Sierra & Pika Configurations

Epic 2: Vendor Contracts

Milestone & Task Summary

Duration

Start Date

End Date

Identify transitioning contracts

Finalize list of eResources

Finalize list of Operational Contracts

Collect existing contract info and documents

Finalize which contracts will transition to Marmot

Transition contracts

Collect vendors' contact info

Create project tasks for each contract/vendor

Contact each vendor to initiate transition

Document contracts

Contract termination dates

Contract transition date

Pro-rated fees for syncing contract terms

Schedule of payments/repayments

Epic 3: Administrative Tasks

Milestone & Task Summary

Duration

Start Date

End Date

Cluster Naming and Impacted services

Library/Marmot member agreements

Boulder

Broomfield

Lafayette

Longmont

Louisville

Loveland

Determine desired billing cycles

Basic setup steps for new members

Marmot Help Desk accounts

Marmot Help Desk locations

Populate list of roles

Addition to Marmot website & Tableau locations

Membership in Marmot committees

Marmot-wide CAL institutional memberships

KnowBe4

All points and other email lists

Google Content

Email

Google Workspace Admin

Google Drive content

Other Accounts

GoDaddy Domain account

Global Industrial (Red Bins)

Zoom account (decommission)

Epic 4: Communication

Milestone & Task Summary

Duration

Start Date

End Date

Current Marmot members

Initial announcement

Successful transition announcement

FLC Directors & Board

Marmot Orientation

Council 2023 dates & location

Weekly project updates

FLC Staff

Townhalls scheduled

FLC Patrons

Announcement to patrons

Marmot Staff

Project updates

Allied Organizations

Alliance

CLiC

State Library