Worksheets and Handouts

Worksheet #1: Participant Introductions and Work Issues
Worksheet#2: Institutional Project Idenfication
Worksheet#3: Project Planning
Worksheet #4: Institutional Team Projects Refinement 

WORKSHEET #1:
PARTICIPANT INTRODUCTIONS AND WORK ISSUESThe first step in working together is to know who we’re working with. We’ll take some time at the start of this workshop to learn more about the professional roles, responsibilities, and concerns that each of us has.

Instructions:

1. Form pairs. Try to pair up with someone from the “other” profession. (Archives and Records Management or Information Technology), and with someone you don’t already know.
2. For the first 5 minutes, interview your partner, asking the four questions below and taking notes of the answers.
3. For the next 3 minutes, switch places and be interviewed.
4. When time is called, introduce your partner to the rest of the group using her/his answers to the four questions.

The four questions are:

What is your name?

What is your title and institution?

What is your chief responsibility? (People at work count on me to . . . )

What’s in your in-box at work? (Two things waiting for me on my desk when I return are . . . )

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WORKSHEET #2:
INSTITUTIONAL PROJECT IDENTIFICATIONProject Idea #1

Brief Description (1 sentence):

Benefit to the Institution (1 sentence or 3-5 bullet points):

Project Idea #2

Brief Description (1 sentence):

Benefit to the Institution (1 sentence or 3-5 bullet points):

Project Idea #3

Brief Description (1 sentence):

Benefit to the Institution (1 sentence or 3-5 bullet points):

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WORKSHEET #3:
PROJECT PLANNINGBrief project description (1-2 sentences, with some specific detail: what, when, how?)

Institutional benefits (1-2 sentences, or 3-5 bullet points, with some specific detail: why?)

Major enablers (1 or more forces that will support this project)

Major obstacles (1 or more obstacles that this project will face)

First action step you will take on returning home. (Who will do what by when?)

What are subsequent milestones for the project?

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WORKSHEET #4:
INSTITUTIONAL TEAM PROJECTS REFINEMENTWhat distinctive strengths does each participant on the team bring to this project?

What categories of resources do you need (staff, hardware, space, authority, etc.) in order to proceed with this project?

How will you assess the project’s accomplishments?

How will you know when the project is complete?

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