Project Management: a Best Practice

Executive Dashboard

• Project management process
• A clearly defined outcome
• Plan
• Time: 8 weeks
• Cost: time, collaborative opportunity (no budget)
• Scope: superior executive style report
• Roles: project manager, developers/programmers, stakeholders (internal and external) and partners

Executive Dashboard

• Implementation
• Review sample dashboards from other institutions
• Drafted sample dashboards, secure approval
• Assess data in new data warehouse
• Assess visualization tools with reporting tool (Microsoft Reporting Services)
• Evaluate ability to publish online and schedule delivery

Executive Dashboard

Executive Dashboard

• Evaluation
• Outcome was met on time/budget
• Stakeholder feedback was positive
• Options to schedule delivery and publish online and in real time met
• Reporting tool was flexible to accommodate reporting changes and enhancements over time

Large scale Case Study

• Disastrous database conversion
• Many applications tied to old db in shambles
• Rebuild Class Agent Portal
• Re-engineer back end data with new database
• Evaluate volunteer and login structure
• Enhance front end user interface

Class Agent Portal

• Project management process
• Clearly defined goal
• Scope: rebuild to function in time for vol training
• Time: 5-6 months
• Cost: time/labor intensive
• Roles: assigned a project manager, multiple staff member roles, stakeholders (Annual Giving staff and volunteers) and partners (ITS)

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