Scgis scholarship program timeline



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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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