SCGIS SCHOLARSHIP PROGRAM TIMELINE
This is a tentative and very general timeline of organizational activities based on a complete annotated timeline of how the 2016 program was done and the beginnings of the anticipated changes and additions for the 2017 program such as the new esri advanced program. This doc will serve as the basis for a program discussion at Int'l committee meeting set for Oct 25th, in hopes of completing a final operational plan in time to present it to the SCGIS board for approval on their November 2 monthly meeting
As the timeline shows, having a final, approved plan by early november is CRITICAL!
Dates & Deadlines IN RED are the lead times & 2017 dates (Boldface Black Dates are historical dates from 2016)
MAJOR PROGRAM STAGES in purple, Example documents & spreadsheets in blue TASKS/TEAMS in Yellow
Dates in Boldface Black are ACTUAL dates from 2016 Dates in Boldface RED are dates for 2017
"PRIOR" labels in RED are the generic lead times needed independent of actual dates, for planning 2017
MAJOR STAGES in the program are in bold purple
Example documents & standard spreadsheets, referenced in the timeline are highlighted in blue and contained in the accompanying zip file. The naming convention used here is to start all files with a date code ie "a1221" means a date of dec 21, and "b0307" means March 7. (the "a" and "b" help provide a logical sort order even thought the numeric months aren't.) The files here comprise example documents, text of mass emails, spreadsheets, screenshots and other support materials showing how each task was actually carried out.
LIST OF TASKS/TEAMS
Major tasking areas are listed in BOLD YELLOW CAPS, FOR ANY TEAM THAT REQUIRES A PROFESSIONAL STAFFER IN THE LEAD, THAT NAME/ROLE IS IN GREEN HIGHLIGHT, The remaining names represent SCGIS committee volunteers who can help advise, help coordinate, and help provide backup leadership.
COMMITTEE: Entire committee = Charles & Karen lead, Mervyn, Leslie, John, Steve, Diyan, Carlitos, Miriam
APPLICATION & REVIEW: Application & Review Coordination Team = Mervyn Lotter = SCGIS lead coordinator and backup, Karen, Steve, Diyan
FINANCE: Costing, expenses, cash management Team = Intern Cost Specialist, Sandra: Scgis Controller & Advisor, Karen, John, Leslie, Oversee the program cost estimates, set up & Manage the expenses and cash tracking systems, create the program financial report before end of FY.
SCHOLARS: Scholar Support Team = Intern Communications Specialist single point of contact for scholar communications & questions, handles and schedules all the mass emails,. visa support letters, communications and social media. Scgis Advisor, Mervyn Lotter and Diyan
TRAVEL Logistics = Intern Logistics Specialist SCGIS Interim Lead Coordinator = Steve
Davis, Steve, Karen
Redlands, Intern Logistics Team Lead
Airport pickup tasks: in Davis, support from BayGeo and Eric Sandoval, SCGIS: Karen & Leslie
Airport pickup in LA: Intern Logistics Team
Combined Group Lead for Redl-UC-Asilomar Conference Transport: Intern Logistics Team
INSURANCE: Esri HR/Health Staffer works on Health Insurance policies and helps on any car rental insurance issues.
PRODUCTS: Charles Creates the fundraising materials including T-shirt, Scgis membership cards, works with conference auction folks to coordinate scholar auction contributions, Charles
HOMESTAYS: Davis: Scgis Leads = Steve and Karen,
Redlands Intern Homestay Planner (includes combined group for weeks 3-4) Redlands Scgis Advisors = Lisa Pierce and Bettina McLeod
HOTELS: Esri Events Group/ Intern Lodging Specialist San Diego: work with Site teams on transport & checkin
Asilomar Hotel reservations SCGIS Coordinator: Sandra
ONSITE : Site-based support, Errands, Urgent care, lost & found, WILL NEED A CAR.
Davis: SCGIS Leads: Karen and Steve
Redlands Lead: Intern Coordinator
San Diego Lead: Intern Coordinator
Asilomar: SCGIS Provisional Lead: Steve & volunteers
TRAINING: Trainers and training coordination: UC Davis: SCGIS Lead: Leslie, Karen, Carlitos, Diyan
Redlands: Intern Training Coordinator SCGIS advisor & Backup = Charles
TRAIN-THE-TRAINER: TTT Candidate teachers coordination: SCGIS Lead: Leslie, Karen, Carlitos, Diyan, esri?
CONSERVATION SCIENCE: Trainers and guest lecturers in Conservation, Ecology, Natural History, drawn from UCD Faculty and Locally-based speakers at previous SCGIS Conferences. Coordinate joint meeting with Society for Conservation Biology & California Naturalists Program. DAVIS ONLY: SCGIS Leads: Karen & Prashant,
SOCIAL: Organize social events and field trips, coordinate social media, coordinate with transport.
Davis: Scgis Interim Lead: Karen & Steve, Potential program lead UCD Faculty Amber_____.
Redlands Lead: Intern Coordinator Scgis Redlands Advisor = Lisa Pierce
CONFERENCE: Work on SCGIS Conference with Conf Committee esp all Scholar Involvement Scgis LEAD: Sandra and Charles
Esri UC: Esri Events Group , Esri NGO, Intern Coordinator coordinate with esri UC/NGO team on scholar presentations at the UC, (they'll reserve a block of formal session to be filled Mid March)
HARDWARE : Secure Hardware Donations, obtain Loaner Cellphones for Scholar leaders: Charles Site backup: Steve
SOFTWARE: obtain PERMANENT esri software licenses for scholars, get their MLA forms signed and submitted, Esri Intern Support: Charles backup Miriam
WEBSITE: Obtain and publish all scholar stories, info, photos, for online profiles: Charles backup Jocelyn Tutak
DOCUMENTARY : Film and document major phases in program and all presentations: Charles backup Dean Walton at Asilomar. Steve/UCD Volunteer at Davis
LIST OF MAJOR STAGES:
PROGRAM CREATION & FUNDING
PROGRAM REVIEW REFINE DESIGN
COMMITTEE TASKING & NEW MEMBER INVITATIONS
ESRI STAFFING TASKING and COMMITMENTS
PROGRAM FUNDRAISING BEGINS
APPLICATION PHASE
PROGRAM ANNOUNCEMENT & OUTREACH, CHAPTERS BEGIN APPLICATION PERIOD
PROGRAM REVIEW REFINE DESIGN
BOOKINGS RESERVATIONS AND COSTS TRACKING
SECURE CORE ESRI FUNDING
HOTEL RESERVATIONS
CHAPTERS ACTIVE PHASE OF APPLICATION & REVIEW PERIOD BEGINS (2 months)
GLOBAL REVIEW
CHAPTER REVIEW ENDS, GLOBAL REVIEW DAY 1
APPLICATION PRELIMINARY REVIEW STAGE
APPLICATION SENIOR LEVEL REVIEW
GLOBAL REVIEW DAY 5:
FINAL SELECTION - COSTING:
GLOBAL REVIEW DAY 8:
SCHOLAR PREP & COORDINATION
NOTIFY THE FINALISTS
SCHOLAR COMMUNICATIONS BEGIN
START ON VISAS
NOTIFY ESRI, University of California, Any other donors, and SCGIS BOARD
COORDINATION & PLANNING SUPPORT FOR THE FINALISTS
BOOKINGS RESERVATIONS AND COSTS TRACKING
SET UP CASH MANAGEMENT AND DISTRIBUTION
SCHOLAR TRAINING & CONFERENCES
CORE (DAVIS), and CUSTOM (ESRI) TRAINING WEEK1-3 "CREATING YOUR WORK"
COMBINED (ESRI) PROGRAM WEEK 4 " SHARING YOUR WORK"
CONFERENCES WEEKS 5-6: "BUILDING COMMUNITY
Very Rough HOURS ESTIMATES:
Hours estimates from other volunteers, esri support like Miriam, and committees is pending.
Sasha’s Work on the Scholars Program, including the conferences, took up 6 months full time, or .5 FTE
This timeline attempts to lay out the schedule and timing of the tasks he did.
This document originated from the rough annual notes that Sasha kept every year to help him schedule all of his tasks and deadlines. Those raw notes are included in the supplementary documents
Plan 2016.txt
Plan General.txt
Charles’ work on the scholars program occupied 5-6 months full time as follows
6 weeks FTE on annual program review, refine, design with Sasha
2 weeks FTE on final scholarship program review with Sasha
3 weeks FTE on SCGIS Conference agenda, sessions and design: Part Scholar/Part Conference.
2 weeks FTE on logistical support, assist sasha with vans and transport, hauling equipment
2 weeks FTE securing, managing, distributing annual hardware grants for the scholars
5 weeks FTE on collecting and publishing Scholar Profiles for conference/fundraising support
4 weeks FTE organizing, coordination, filming, collecting, documenting editing and posting the proceedings for all presenters, but half of this time was filming and documenting the scholar training and scholar presentations.
DETAILED LIST OF TASKS/TEAMS
TASKS Major tasking areas are listed in BOLD YELLOW CAPS, with provisional team assignments and a list of the major timeline tasks and deadlines they are responsible for. By default these assignments are for the entire global program. Where there is a requirement for a separate esri task/team based in Redlands, such as travel or site support during the first 2 weeks of training, these esri teams will be denoted as "esri", ie ESRI TRAVEL, ESRI HOMESTAYS , etc.
COMMITTEE: Entire committee = Charles & Karen lead, Mervyn, Leslie, John, Steve, Diyan, Carlitos, Miriam
October to November PROGRAM REVIEW REFINE DESIGN
October to November COMMITTEE TASKING & NEW MEMBER INVITATIONS
October to November ESRI STAFFING TASKING and COMMITMENTS
November PROGRAM FUNDRAISING BEGINS
November IDENTIFY AND COMMIT PROFESSIONAL STAFFING RESOURCES AND VOLUNTEER BACKUPS
December SECURE CORE ESRI FUNDING
APPLICATION & REVIEW: Application & Review Coordination Team = Mervyn Lotter lead, Karen, Steve, Diyan
November PROGRAM ANNOUNCEMENT & OUTREACH, CHAPTERS BEGIN APPLICATION PERIOD
January CHAPTERS ACTIVE PHASE OF APPLICATION & REVIEW PERIOD BEGINS
Early March CHAPTER REVIEW ENDS, GLOBAL REVIEW DAY, APPLICATION PRELIMINARY REVIEW STAGE, APPLICATION SENIOR LEVEL REVIEW, GLOBAL REVIEW, FINAL SELECTION - COSTING
March 20th: NOTIFY THE FINALISTS, NOTIFY ESRI, University of California, Any other donors, and SCGIS BOARD
FINANCE: Costing, expenses, cash management Team = Karen, John, Leslie, Sandra: Create the program cost estimates and set up the expenses and cash tracking systems
May 29 GET CASH & SET UP CASH MANAGEMENT AND DISTRIBUTION
Jun 12 Make Initial Cash Disbursements to Scholars
Jun 12 -16 Revise and adjust your cash handling plans for the rest of the program
Jun 30 Collect all program receipts and reimbursement forms from Core Davis Personell
Jul 19 Collect all program receipts and reimbursement forms from Combined Track and Conference Personell
SCHOLARS: Scholar Support Team = single point of contact for scholar communications & questions, handles and schedules all the mass emails,. visa support letters, communications and social media
March 20th SCHOLAR COMMUNICATIONS BEGIN, SOCIAL MEDIA starts, START ON VISAS
March 27 COORDINATION & PLANNING SUPPORT FOR THE FINALISTS
April 3: Find out any dietary restrictions, allergies, smoking that bear on housing
May 8: Itinerary, Mailing Addresses, Contact Info, Cell numbers, Calling card
JUN 30: Meet with ESRI Advanced class to set up mentorships
JUL 2 SUNDAY: CORE – ADVANCED RECEPTION AND SOCIAL BBQ
TRAVEL Logistics = Overall Lead Steve in Davis, Steve, Karen In Redlands, Intern Team?
Airport pickup tasks: in Davis, support from BayGeo and Eric Sandoval in LA: Intern Team?
Combined Group Lead for Redl-UC-Asilomar Conference Transport: ???
March 27 BOOKINGS RESERVATIONS AND COSTS TRACKING
May 8: Scholars provide full arrival and departure flight details
May 8: As each scholar's itinerary becomes finalized, work with homestays group
May 22 Sign scholars up for UC bus
May 29 Start laying out airport pick-up arrangements
Jun 5 Provide arrival instructions to respective scholar
Jun 8-11 SCHOLAR ARRIVALS - AIRPORT TRANSIT & PICKUPS
Jun 12-16 Start laying out plans for scholar departures after all the conferences
Jun 17-18 Joshua Tree/Desert field trip for esri scholars
Jun 24-25 Coordinate travel from davis to redlands, Yosemite Field Trip
INSURANCE: works on Health Insurance policies and helps on any car rental insurance issues. ???
April 3: Explain US medical insurance and ask them to opt in or out
May 29 Purchase health insurance
HOMESTAYS: Davis ??? Redlands (includes combined group for week 3-4) ???
May 8: As each scholar's itinerary becomes finalized, begin contacting and getting commitments
Jun 8-11 SCHOLAR ARRIVALS & TRANSIT: MOVING IN
HOTELS: San Diego & Asilomar Hotel reservations, work with Site teams on transport & checkin ???
November BOOKINGS RESERVATIONS AND COSTS TRACKING
December HOTEL RESERVATIONS
April 10: make SCGIS Conference - Asilomar reservations for the group. Include dietary restrictions
Jun 19 -23 Ask for preferences on rooming in San Diego, finalize your plan for use of the rooms
ONSITE : Site-based support, Errands, Urgent care, lost & found.
Davis Lead: ??? Redlands Lead: ??? San Diego Lead: ??? Asilomar Lead: ???
Jun 8-11 SCHOLAR ARRIVALS & TRANSIT: MOVING IN
Jun 12 Training Opening Day: help with Make Initial Cash Disbursements to Scholars
Jun 12 -16 Revise and adjust your cash handling plans for the rest of the program
TRAINING: Trainers and training coordination: Leslie, Karen, Carlitos, Diyan, esri?
December PROGRAM REVIEW & TRAINING DESIGN
March 27 preliminary personal introduction to the training
April 24 Send Instructions for obtaining and preparing their own project data
May 22 Notify Scholar of the detailed training calendar
Jun 12-16 Core Training Week 1
Jun 19-23 Core Training Week 2
Jun 26-30 Core Training Week 3
TRAIN-THE-TRAINER: TTT Candidate teachers coordination: Leslie, Karen, Carlitos, Diyan, esri?
Oct-Nov: CORE COURSE TECHNOLOGY UPDATE CYCLE BEGINS
MAR 3-9 APPLICATION TRAIN THE TRAINER TEACHER CANDIDATE SELECTION
May 22 CREATE COMPLETE SCGIS CURRICULUM SET FOR TTT SCHOLARS
JUN 8-11: TTT CANDIDATE ARRIVAL AND PRE-CLASS BRIEFING AND PREP
JUN 30: TTT CANDIDATE FINAL CERTIFICATION AS TRAINERS, FINAL BRIEFINGS
POST PROGRAM: Prepare TTT Status Report on summer program outcomes
CONSERVATION SCIENCE: Half-day Guest Lectures & Field Labs on:
Jun 12-16 Landscape Classification and survey
Vegetation identification and survey
Recording ecological data
Field Survey Methods with GPS
Hands-on Drone Workshop
Jun 19-23
Core & Corridor Analysis
Focal species Identification
Marine Ecology
Quantifying and Assessing natural disasters, flood and fire
Jun 26-30
Conservation Planning
Climate Change Resiliency
Population Viability Planning for Species Survival
SOCIAL: Organize social events and field trips, coordinate social media, coordinate with transport. ???
March 20th SOCIAL MEDIA starts
Jun 8-11 SCHOLAR ARRIVALS & ORIENTATION SOCIAL EVENTS
Jul 7 SCHOLAR HONORS EVENT WITH JACK
Jul 19 -> Scholars onto master SCGIS facebook page
CONFERENCE: Work on SCGIS Conference with Conf Committee esp all Scholar Involvement ???
March 20th SCGIS CONFERENCE: AGENDA
March 27 Submit UC and SCGIS abstracts & Posters, sign permission forms for video
April 3: Scgis Main Abstracts are now delivered for formal session design
Submit Scholar Abstracts to Esri UC Ngo Events Planning team to incorporate as they see fit
April 10 SCGIS Agenda is sent out for final review, quality control checking
FORUM EVENT: Create a short draft prospectus for a 90-minute thursday night mini-conference, request it for esri Thursday Evening July 6th
May 8: Finish up all last minute schedule changes, cancellations and additions
Jun 12 Opening Day Send Detailed instructions for the SCGIS Conference and Membership
PRODUCTS: Creates the fundraising materials including T-shirt, Scgis membership cards, works with conference auction folks to coordinate scholar auction contributions, Charles
March 27 Start on the overall fundraiser t-shirt design
May 22 Request training manuals printing and delivery, Request Agenda hardcopy printing and delivery,
HARDWARE : Secure Hardware Donations, obtain Loaner Cellphones for Scholar leaders: Charles
March 27 Research what laptop types may be available for esri donation
April 3: Prepare and Submit Scholar Laptop Donation Request to esri
Jun 12-16 Opening Day Distribute esri hardware/laptop grants and prepare documentation
SOFTWARE: obtain PERMANENT esri software licenses for scholars, get their MLA forms signed and submitted, Esri Interns, Miriam, Charles
Jun 5 Send out the software MLA forms and directions so that Scholars can supply addresses
Jun 12 Opening Day 90 minute software & MLA presentation in class, sign forms
WEBSITE: Obtain and publish all scholar stories, info, photos, for online profiles: Charles
October: Complete all prior year documentary & postings for fundraising
April 10 Begin assembling scholar profile materials
April 17 Begin work creating and posting the Scholar Profiles
May 8: Begin publishing the finished scholar profiles, Publish the finished Conference Session Design
Jun 12 Opening Day Help Scholars get logos needed for their posters, maps, presentations
Jul 5 Be prepared to live-publish the cloud projects on day 3 as the scholars complete them all.
DOCUMENTARY : Film and document major phases in program and all presentations: Charles
March 27 Call for Scholar PHotos for Website and Jack
Jun 12 Film & Photo the opening day when all of the scholars introduce themselves
Jun 12 -16 Film and photo example scholar activities, the site, where they are staying, the volunteers
Jun 19 -23 Film and photo all of the closing ceremonies, awarding the certificates
Jun 23 Begin preparing for SCGIS Conference: Confirm Camera Volunteer staffing and orientation meeting
Jun 26-30 Film and photo the SECOND round of introductions, now
Jul 3-7 Film and photo public forum presentations, now of the combined class
Jul 7-10 Arrive 2 days early to set up for the pre-SCGIS conference workshops and film/photo as many as possible given you will probably be single-handed
SCGIS SCHOLARSHIP PROGRAM TIMELINE v6
PROGRAM CREATION & FUNDING
Early-mid October 8 months prior
COMMITTEE PROGRAM REVIEW REFINE DESIGN:
Create the scholarship program plan,
If impossible, have a rough idea that you can advertise so people know what they are applying for. You have until mid March to make more specific plans that you will announce, and commit to, in the award letters sent to the winners.
WEBSITE: Try to have completed publishing of all current year Scholar presentations, Scholar Program documentary film and narrative, SCGIC Conference film and materials, in order to help support the next-year fundraising drive.
mid October-mid November 7.5 months prior
COMMITTEE COMMITTEE TASKING & NEW MEMBER INVITATIONS
secure committee commitments and responsibility agreements
Conduct international review of SCGIS leaders and TTT trainers who have shown excellence in their scgis activities and training work, send out personal invitation with the current program plan and invite them to join the committee and select a program task they would like to be involved in.
Reach out to ALL international committee members and give them the chance to opt-in to the current year work of the international committee by selecting a program task. Those who don’t opt in will be put on committee advisory status for the year, notified at key committee deadlines but otherwise not expected to participate.
COMMITTEE ESRI STAFFING TASKING and COMMITMENTS
secure essential Esri professional staffing commitments and responsibilities for task leadership
TRAIN-THE-TRAINER CORE COURSE TECHNOLOGY UPDATE CYCLE BEGINS
Core Course software update cycle begins, contingent upon Esri version release cycle. Early .0 releases ok to use for GUI updates, actual course should only use .1 or greater releases.
Core Course Special Projects and Enhancements begin: Country-specific conservation datasets and lectures, Conservation datasets and new lecture modules for new products & technologies such as ArcGIS Pro, Drone2Map, etc. Field capacity testing for appropriateness of new products/technologies, ie don’t waste your time if none of the hardware in the field at conservation NGO’s is capable of running the new products, let the hardware capacities catch up first.
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