THE FUNDAMENTAL
ASPECTS OF
LIBRARY PROJECT
MANAGEMENT
A Close Examination of Applications
#KSLIB17
Instruction
Project Management
Student Engagement
Scholarly Work
Business Processes & Workflow
Digital Workplaces
Employee Engagement
Custom Development
Perspectives/Experience
Academic Libraries
& Instruction
Academic Libraries
& Technology
Jim Walther, Ed.D.
Assistant Professor
Emporia State University
jwalthe1@emporia.edu
Nate Chamberlain
SharePoint Business Analyst
University of Kansas Libraries
www.SharePointLibrarian.com
@chambernate
/in/nchambe/
natech@ku.edu
#KSLIB17
PROJECT MANAGEMENT
Project (n) an individual or
collaborative enterprise that is
carefully planned and designed to
achieve a particular aim
Oxford Dictionary
Project management
involves managing a
process
and leading
people
#KSLIB17
DESIGNING HIGH
PERFORMANCE TEAMS
Find your champions and maximize their skillsets.
#KSLIB17
DESIGNING HIGH
PERFORMANCE TEAMS
Various departments and levels of authority represented…
Fully intend to have each team member contribute and feel valued…
Variety of skillsets/backgrounds, contrasting perspectives
Pick people smarter than you
Involve people in problems as well as solutions
#KSLIB17
(Catmull, 2015)
MANAGING HIGH
PERFORMANCE TEAMS
Tools and techniques to inspire quality and innovation.
#KSLIB17
MANAGING HIGH
PERFORMANCE TEAMS
▪ Clarify shared, measurable expectations (Kogon, Blakemore & Wood,
2015)
▪ Be transparent in communication throughout
▪ Hard to be motivated by “let’s make it slightly better”
or “let’s do it better than last year’s committee”
▪ Know where you’re going
#KSLIB17
INFORMAL AUTHORITY
Demonstrate
Respect
Listen First
Clarify
Expectations
Practice
Accountability
(Kogon, Blakemore & Wood, 2015)
#KSLIB17
HEAR MORE VOICES
▪ Send a link
▪ Microsoft Forms (Office 365)
http://forms.microsoft.com/
▪ SurveyMonkey
https://www.surveymonkey.com/
▪ SurveyGizmo
https://www.surveygizmo.com/
▪ Poll a live audience
▪ Mentimeter
https://www.mentimeter.com/
▪ Poll Everywhere
https://www.polleverywhere.com/
#KSLIB17
VISUALIZE IT:
CHARTING AND TIMELINES
Free resources you already have
or could easily obtain to take your project to the next level.
#KSLIB17
COLLABORATE
More in Office 365…
Sway
Make presentations as quickly as typing
a bulleted list
OneNote
Share a notebook with your team to collect
and organize important info
Your subscription may also include…
Flow
Build automation into your regular processes
PowerApps
Make simple or complex apps to work easier on-the-go
PowerBI
Visualize your data and share it dynamically
Google
Co-author docs
simultaneously
Office Suite (Word,
Excel, etc.)
G Suite (Docs, Sheets,
etc.)
Yes, via Microsoft
Online
Share and collaborate
on files anywhere on
any device
OneDrive Google Drive Dropbox ☺
#KSLIB17
PLAN IT
▪ FreeMind
http://freemind.sourceforge.net/
wiki/index.php/Download
▪ XMind
https://www.xmind.net/
#KSLIB17
#KSLIB17
SMARTART
▪ Word & PowerPoint
▪ Processes
▪ Hierarchy
▪ Excel Charts
▪ Pie
▪ Line
▪ Column
▪ Map
And
All
That Jazz
Strengths Weaknesses
Opportunities Threats
SWOT
#KSLIB17
SCHEDULE AND TRACK IT
▪ Office Timeline for PowerPoint
https://www.officetimeline.com/
#KSLIB17
2017 2017Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Communication with Assistant Deans
2/1/2017
Determine Power User Group
2/17/2017
Communication with Power User Group
3/1/2017
Communication with All Staff
4/7/2017
Determine Pilot
Group
5/15/2017
Communication with All
Staff re: Progress and
Improvements
12/1/2017
Release Date for Power Users
5/1/2017
Release Date for Pilot Group
6/5/2017
Release Date for All Staff
9/4/2017
1/1/2017 - 4/3/2017Development
4/3/2017 - 4/28/2017Train Power Users
5/24/2017 - 6/2/2017Train Pilot Group
7/31/2017 - 8/18/2017Train All Staff (Intro)
8/21/2017 - 9/1/2017Train All Staff (Practical)
9/2/2017 - 11/24/2017Follow-Up Assessment and Improvement
#KSLIB17
THE PROJECT CYCLE
Becoming familiar with a basic flow for all projects.
#KSLIB17
THE PROJECT CYCLE
Starting the
project
Organizing and
preparing
Carrying out
project work
Closing the
project
(Buser, Massis & Pollack, 2014)
#KSLIB17
IDENTIFY PITFALLS
Avoid common trouble areas in library projects.
#KSLIB17
EXPLORE INNOVATION
Get creative with integrating
best practices & new skill competencies.
#KSLIB17
INNOVATION
▪ Innovation requires flexibility and trust
▪ Wow factor, paired with usability
▪ Integrate professional development
▪ Celebrate small victories along the way
▪ Calculate risks, and make it safe for the team to take risks
MONITOR
It’s a big lizard. computer screen.It’s a big lizard.
#KSLIB17
MONITOR
Keeping processes and activities on track.
#KSLIB17
COMMUNICATE
Crafting and sharing impactful messages, reports and ideas
that empower stakeholders to get involved at the
appropriate stages.
#KSLIB17
IDENTIFY ALL STAKEHOLDERS
director
assistant dean
dean
associate dean
community partners
friends of the library
foundation
city council
accounting
technology
donors
students
faculty
vendors
staff
facilities
families
#KSLIB17
Consider people…
• Involved with strategic directions and decisions
• Involved with money
• Who are typically champions and advocates
• Who tend to be showstoppers/dream crushers/nay-
sayers
IDENTIFY KEY STAKEHOLDERS
Interview and/or
Involve in
Project Team
Interview and/or
Seek Input on
Key Decisions
Keep Updated on
Progress
Staff
Faculty
Students
Foundation
Friends of the Library
Facilities
Community Partners
Deans and Directors
Accounting
Technology
City Council
Families
Donors
Vendors
#KSLIB17
COMMUNICATE
▪ Craft impactful messages
▪ Use facts and statistics to drive points home
▪ Keep it concise
▪ Clearly and regularly communicate project status
▪ Performance measures
#KSLIB17
LASTING VALUE
Ending on a high note.
#KSLIB17
REFERENCES
Buser, R., Massis, B., & Pollack, M. (2014). Project management for
libraries. Jefferson: McFarland & Company, Inc.
Catmull, E. (2015). Creativity, inc. New York: Random House LLC.
Kogon, K., Blakemore, S., & Wood, J. (2015). Project Management for the
Unofficial Project Manager. New York: BenBella Books, Inc.
#KSLIB17
Nate Chamberlain
SharePoint Business Analyst
University of Kansas Libraries
www.SharePointLibrarian.com
@chambernate
/in/nchambe/
natech@ku.edu
How’d we do?
http://tiny.cc/Jim-Nate2017
#KSLIB17
Jim Walther, Ed.D.
Assistant Professor
Emporia State University
jwalthe1@emporia.edu

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The Fundamental Aspects of Library Project Management: A Close Examination of Applications

  • 1. THE FUNDAMENTAL ASPECTS OF LIBRARY PROJECT MANAGEMENT A Close Examination of Applications #KSLIB17
  • 2. Instruction Project Management Student Engagement Scholarly Work Business Processes & Workflow Digital Workplaces Employee Engagement Custom Development Perspectives/Experience Academic Libraries & Instruction Academic Libraries & Technology Jim Walther, Ed.D. Assistant Professor Emporia State University [email protected] Nate Chamberlain SharePoint Business Analyst University of Kansas Libraries www.SharePointLibrarian.com @chambernate /in/nchambe/ [email protected] #KSLIB17
  • 3. PROJECT MANAGEMENT Project (n) an individual or collaborative enterprise that is carefully planned and designed to achieve a particular aim Oxford Dictionary Project management involves managing a process and leading people #KSLIB17
  • 4. DESIGNING HIGH PERFORMANCE TEAMS Find your champions and maximize their skillsets. #KSLIB17
  • 5. DESIGNING HIGH PERFORMANCE TEAMS Various departments and levels of authority represented… Fully intend to have each team member contribute and feel valued… Variety of skillsets/backgrounds, contrasting perspectives Pick people smarter than you Involve people in problems as well as solutions #KSLIB17 (Catmull, 2015)
  • 6. MANAGING HIGH PERFORMANCE TEAMS Tools and techniques to inspire quality and innovation. #KSLIB17
  • 7. MANAGING HIGH PERFORMANCE TEAMS ▪ Clarify shared, measurable expectations (Kogon, Blakemore & Wood, 2015) ▪ Be transparent in communication throughout ▪ Hard to be motivated by “let’s make it slightly better” or “let’s do it better than last year’s committee” ▪ Know where you’re going #KSLIB17
  • 9. HEAR MORE VOICES ▪ Send a link ▪ Microsoft Forms (Office 365) http://forms.microsoft.com/ ▪ SurveyMonkey https://www.surveymonkey.com/ ▪ SurveyGizmo https://www.surveygizmo.com/ ▪ Poll a live audience ▪ Mentimeter https://www.mentimeter.com/ ▪ Poll Everywhere https://www.polleverywhere.com/ #KSLIB17
  • 10. VISUALIZE IT: CHARTING AND TIMELINES Free resources you already have or could easily obtain to take your project to the next level. #KSLIB17
  • 11. COLLABORATE More in Office 365… Sway Make presentations as quickly as typing a bulleted list OneNote Share a notebook with your team to collect and organize important info Your subscription may also include… Flow Build automation into your regular processes PowerApps Make simple or complex apps to work easier on-the-go PowerBI Visualize your data and share it dynamically Google Co-author docs simultaneously Office Suite (Word, Excel, etc.) G Suite (Docs, Sheets, etc.) Yes, via Microsoft Online Share and collaborate on files anywhere on any device OneDrive Google Drive Dropbox ☺ #KSLIB17
  • 12. PLAN IT ▪ FreeMind http://freemind.sourceforge.net/ wiki/index.php/Download ▪ XMind https://www.xmind.net/ #KSLIB17
  • 14. SMARTART ▪ Word & PowerPoint ▪ Processes ▪ Hierarchy ▪ Excel Charts ▪ Pie ▪ Line ▪ Column ▪ Map And All That Jazz Strengths Weaknesses Opportunities Threats SWOT #KSLIB17
  • 15. SCHEDULE AND TRACK IT ▪ Office Timeline for PowerPoint https://www.officetimeline.com/ #KSLIB17
  • 16. 2017 2017Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Communication with Assistant Deans 2/1/2017 Determine Power User Group 2/17/2017 Communication with Power User Group 3/1/2017 Communication with All Staff 4/7/2017 Determine Pilot Group 5/15/2017 Communication with All Staff re: Progress and Improvements 12/1/2017 Release Date for Power Users 5/1/2017 Release Date for Pilot Group 6/5/2017 Release Date for All Staff 9/4/2017 1/1/2017 - 4/3/2017Development 4/3/2017 - 4/28/2017Train Power Users 5/24/2017 - 6/2/2017Train Pilot Group 7/31/2017 - 8/18/2017Train All Staff (Intro) 8/21/2017 - 9/1/2017Train All Staff (Practical) 9/2/2017 - 11/24/2017Follow-Up Assessment and Improvement #KSLIB17
  • 17. THE PROJECT CYCLE Becoming familiar with a basic flow for all projects. #KSLIB17
  • 18. THE PROJECT CYCLE Starting the project Organizing and preparing Carrying out project work Closing the project (Buser, Massis & Pollack, 2014) #KSLIB17
  • 19. IDENTIFY PITFALLS Avoid common trouble areas in library projects. #KSLIB17
  • 20. EXPLORE INNOVATION Get creative with integrating best practices & new skill competencies. #KSLIB17
  • 21. INNOVATION ▪ Innovation requires flexibility and trust ▪ Wow factor, paired with usability ▪ Integrate professional development ▪ Celebrate small victories along the way ▪ Calculate risks, and make it safe for the team to take risks
  • 22. MONITOR It’s a big lizard. computer screen.It’s a big lizard. #KSLIB17
  • 23. MONITOR Keeping processes and activities on track. #KSLIB17
  • 24. COMMUNICATE Crafting and sharing impactful messages, reports and ideas that empower stakeholders to get involved at the appropriate stages. #KSLIB17
  • 25. IDENTIFY ALL STAKEHOLDERS director assistant dean dean associate dean community partners friends of the library foundation city council accounting technology donors students faculty vendors staff facilities families #KSLIB17 Consider people… • Involved with strategic directions and decisions • Involved with money • Who are typically champions and advocates • Who tend to be showstoppers/dream crushers/nay- sayers
  • 26. IDENTIFY KEY STAKEHOLDERS Interview and/or Involve in Project Team Interview and/or Seek Input on Key Decisions Keep Updated on Progress Staff Faculty Students Foundation Friends of the Library Facilities Community Partners Deans and Directors Accounting Technology City Council Families Donors Vendors #KSLIB17
  • 27. COMMUNICATE ▪ Craft impactful messages ▪ Use facts and statistics to drive points home ▪ Keep it concise ▪ Clearly and regularly communicate project status ▪ Performance measures #KSLIB17
  • 28. LASTING VALUE Ending on a high note. #KSLIB17
  • 29. REFERENCES Buser, R., Massis, B., & Pollack, M. (2014). Project management for libraries. Jefferson: McFarland & Company, Inc. Catmull, E. (2015). Creativity, inc. New York: Random House LLC. Kogon, K., Blakemore, S., & Wood, J. (2015). Project Management for the Unofficial Project Manager. New York: BenBella Books, Inc. #KSLIB17
  • 30. Nate Chamberlain SharePoint Business Analyst University of Kansas Libraries www.SharePointLibrarian.com @chambernate /in/nchambe/ [email protected] How’d we do? http://tiny.cc/Jim-Nate2017 #KSLIB17 Jim Walther, Ed.D. Assistant Professor Emporia State University [email protected]