FLC Transition: Epics, Milestones (Stories), & Tasks

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 Configurationshttps://marmot-support.atlassian.net/browse/FT-1

Epic 1: Sierra & Pika Configurations

Epic 2: Vendor Contracts

Milestone & Task Summary

Duration

Start Date

End Date

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

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

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