Worksheet #2: Project Planning
Worksheet #3: Institutional Team Projects Action Items
Handout: Key Characteristics of Teams, Collaborations, Partnerships
Handout: Evaluation Form
INSTITUTIONAL PROJECT IDENTIFICATION
Project 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):
PROJECT PLANNING
Brief 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?
INSTITUTIONAL TEAM PROJECTS ACTION ITEMS
What specific actions or next steps will you take when you return to your home institution? Who will be responsible? When will it be accomplished?
How will you assess the project’s accomplishments?
OF TEAMS, COLLABORATIONS, AND PARTNERSHIPS
A team is a small number of people with complementary skills who are committed to a common purpose, performance goals, and approach for which they are mutually accountable. (Katzenbach and Smith, The Wisdom of Teams)
INSERT TABLE HERE
Management Writers:
- Katzenbach, Jon R. and Douglas K. Smith. The Wisdom of Teams. New York: HarperBusiness, 1993.
- Kanter, Rosabeth M. “Collaborative Advantage: The Art of Alliances.” Harvard Business Review 72 (July – August, 1994), pp. 96-108.
- Henderson, John C. “Plugging into Strategic Partnerships: The Critical IS Connection.” Sloan Business Review (Spring 1990), pp. 7-18.
- Hackman, J. Richard, ed., Groups that Work (and Those that Don’t). San Francisco: Jossey-Bass, Inc., 1990.
A Workshop for Archivists, Records Managers, and Information Technologists
November 18-19, 1999
Please help us evaluate the workshop by resonding to the questions below:
- What did you find MOST valuable about the workshop?
- What did you find MOST valuable about the session in which the facilitators described their perspectives on their fields?
- What did you find MOST valuable about the sessions related to major issues affecting institutions?
- What did you find MOST valuable about the sessions related to principles of collaboration?
- What did you find MOST valuable about the sessions in which you worked with your institutional team on planning your project?
- What suggestions do you have for improving the workshop?
Please help us evaluate the workshop by responding to the questions below:
(Please circle the number of your response)
1. How much do you think the workshop will contribute to your ability to implement an electronic records/archives project at your home institution?
1—-Not at all
2—-Somewhat
3—-Moderate Amount
4—-Very Much
5—-Greatly
2. How much did the workshop assist in removing organizational barriers to collaboration on elecronic records/archives projects?
1—-Not at all
2—-Somewhat
3—-Moderate Amount
4—-Very Much
5—-Greatly
3. How satisfied were you with the workshop in general?
1—-Not at all
2—-Somewhat
3—-Moderate Amount
4—-Very Much
5—-Greatly
4. How satisfied were you with the logistics of the workshop (hotel, meeting rooms, meals, breaks)?
1—-Not at all
2—-Somewhat
3—-Moderate Amount
4—-Very Much
5—-Greatly
Please check all that appy to you:
_____Information Technologist
_____Archivist
_____Records Manager
_____Librarian
_____Other (please specify) ____________________