SlideShare a Scribd company logo
1
2
Source
Part of Digital Project Planning and
Management Basics
Original design: Mary S. Woodley, CSU
Northridge
Revised: Danielle Plummer, TSLAC; Bill
Walker, Amigos Library Services
Partially funded by: IMLS Laura Bush
21st Century Librarians Grant
3
What is a project?
A limited endeavor
having specific start and completion dates
undertaken to meet particular goals and
objectives
usually to bring about beneficial change or
added value
 "Project Management." Wikipedia. Available from
http://en.wikipedia.org/wiki/Project_management. Internet;
accessed 7 July 2009.
2
4
People and Projects
Project managers may or may not have
authority over people doing project
Responsibility but no authority
Key project management skills:
Negotiation
Listening and facilitation
Time management
Leadership
Discussion
Why Do Digital Projects?
6
Why Plan Digital Projects?
To improve access to resources
To add value to resources
To preserve fragile original materials
To support educational and research
activities
To fulfill the strategic mission and
goals of institution
3
7
Defining Digital Projects
Why you are undertaking the project?
What you want the project to achieve?
For whom you are undertaking the
project?
When you will achieve it?
How you will achieve it?
Institute of Museum and Library Services.
"NLG Project Planning: A Tutorial." Available from
http://www.imls.gov/project_planning/index1.asp.
Internet; accessed 7 July 2009.
8
Defining Projects: Why?
Why do we want to do this?
What are our priorities?
Who decides the priorities?
What do we want to achieve?
How will we know when we’ve succeeded?
9
Defining Projects: What?
What are we trying to accomplish?
How does this relate to our organizational
mission?
What strategic goals will this project support?
What have we already accomplished?
What activities of the organization can be
redirected towards the digital project?
Survey digital collections and resources
4
10
Selection for Digitization
What is the value of the item in terms of the
goals of the project?
What is the physical nature and condition
of the original?
Is the material out of copyright? Does the
institution have a deed of gift that allows
dissemination?
11
Defining Projects: Audience
Who is your target audience?
Primary audience
Secondary audience
How are their needs being met?
Where are the gaps in service?
What skill, knowledge, or behavior can be
improved?
12
Defining Projects: Constraints
Scope
What is the total amount of work required to
complete the project?
Time
What is the timeline?
When will the project start? When will it end?
Cost
What resources are available?
To develop the project
To sustain the products
5
13
Steps in the Planning Process
Identify the key players
Conduct an “environmental scan”
Know your users
Needs and Gap Analysis
Create a planning team who will be
responsible for research, planning and
managing the project
14
Stakeholders
Any individual, group, or organization
that influences your project or is
affected by it
External: Partners, boards, funders,
consultants, target audiences or users
Internal: Management, team members,
other staff
15
Stakeholder Roles
Project Director
Task Performers
Project Sponsor
Subject Matter Experts
User Representatives
6
16
Steering Committee
Group composed of key decision
makers
In a partnership project, often
involves one representative from each
of the partners
Collaborative decision-making
Agreements define responsibilities
17
Advisory Board
Group composed of influential
outsiders
Provides key skills or knowledge that the
project team may not have
Lend reputation to project
Increases trust in project outcomes
18
Communication Strategy
Stakeholders want to know what is
happening in your project
Communication tools:
Meetings
Presentations
Email lists
Blogs
7
19
The Environmental Scan
Steps in the Environmental Scan
Gather information
Look both inside and outside the
organization
Scan for both content and context
Use both formal and informal information
Analyze and interpret this information
Apply this analyzed information in
decision making
20
Organizational SWOT
Strengths
of the organization
helpful to achieving the goal
Weaknesses
of the organization
harmful to achieving the
goal
Threats
in the environment
harmful to achieving the
goal
Opportunities
in the environment
helpful to achieving the goal
21
Sample SWOT
Strengths
 Qualified professional staff
 Existing set of print finding
aids
Weaknesses
 IT department controls
website
 No budget for software to
create XML
Opportunities
 Training course in XML
offered in region
 Funding available from
collection donor
Threats
 New version of standard
due to be released
8
22
Formal Information Sources
US Census statistics
Institutional statistics
Size and scope
Visitation statistics
Customer service statistics
Website analytics and usage logs
Published studies
Surveys and focus groups
23
Informal Information Sources
Anecdotes and observations
Email lists and discussions
Popular culture
Television
Movies
Books
Magazines
24
Targeting the Audience
Characteristics of the target audience:
Population size
Language skills
Disabilities
Education level
Geographic area
Summarize the similarities and differences
between the target audience and the
broader population your organization
serves
9
25
Outcomes and Outputs
Outcome:
Changes or gains in knowledge, skills,
attitudes, behaviors, status, or life
condition that you would like the target
audience to achieve
Output:
A measure of the amount, quality, or
volume of use of the service or product
that you want the project to achieve
26
Identifying Outcomes
Type of Outcome Definition Example
Knowledge What someone
knows
Students will increase their knowledge and
understanding of Texas history
Skill What someone
can do
Students and teachers will be able to search a
database of digitized objects
Attitude What someone
feels or thinks
about something
Students will demonstrate increased interest in
history
Behavior How someone
acts
High school social studies teachers will find,
analyze, and use digitized primary source
materials in their lesson plans
Status Someone's social
or professional
condition
The number of high school graduates in the
community will increase
Life Condition Someone's
physical condition
The rate of teen pregnancy will decrease among
students who have studied history
27
Maslow’s Hierarchy of Needs
Self-
Actualization
Ego (Esteem)
Social (Belonging)
Safety and Security
Physiological
Opportunities for innovation
and creativity
Recognition from others;
prestige and status
Acceptance as part of a
group or team
Physical safety and economic
security
Physical survival needs: food,
water, air, shelter
10
28
Needs and Wants
Needs
Gap between the desired results, on the one
hand, and the current condition of the audience,
product or service, on the other
Wants
Wishes or desires of the target audience(s) that
should be taken into consideration in
determining the most appropriate solution or
solutions to meet an identified need
29
Needs and Wants
Need Want
 To develop a more
accurate budget
 To hire a budget
analyst
 To reach an
underserved audience
 To use social media to
promote services
 To improve quality
control for metadata
 To develop a
metadata creation
tool
30
Gap Analysis
Needed Services
– Available Services
= GAP
For a given audience:
11
31
Gap Analysis
Time
Services
Needed Services
GAP
Available Services
32
Gap Analysis Example
Need:
• 450 7th grade students need access to
primary sources for Arkansas history
Services:
• Museum provides traveling trunk to 2
schools (150 students)
• 3 classes visit museum and library
(120 students)
Gap:
• 450 – 270 = 180 students need service
33
Closing the Gap
Benefits provided by solution
Short & Long-term
Cost of implementing solution
Personnel
Equipment and Supplies
Risks
Of implementing proposed solution
Of doing nothing
12
34
Cost-Benefit Analysis
Cost of proposed solution
÷
Benefits of proposed solution
35
Cost-benefit example 1
Solution:
Digitize 1,000 items
Cost:
Equipment: $500 (one-time cost)
Personnel: $1,500 (one-time cost)
$200 (annual cost)
Benefit:
Immediate: 250 students access sources
Long-term: 400 students/year access sources
36
Cost-benefit example 1
Solution:
Digitize 1,000 items
Cost/benefit of solution:
Immediate: $8 per student
Long-term: $0.50 per student
(cost of maintaining service)
13
37
Cost-benefit example 2
Solution:
Provide 2 more traveling trunks
Cost:
Equipment: $1,000 (one-time cost)
Personnel: $1,500 (annual cost)
Benefit:
Immediate: 300 students access sources
Long-term: 300 students/year access sources
38
Cost-benefit example 2
Solution:
Provide 2 more traveling trunks
Cost/benefit of solution:
Immediate: $5 per student
Long-term: $3 per student
(cost of maintaining service)
39
Cost-benefit comparison
Solution:
Digitization
Cost/benefit:
Immediate: $8.00
per student
Long-term: $0.50
per student
Solution:
Traveling trunks
Cost/benefit:
Immediate: $5.00
per student
Long-term: $3.00
per student
14
40
Risk-Benefit Analysis
Proposed solution:
Digitize 1,000 items and put them online
Risks Benefits
High initial cost Low cost (ongoing)
Obsolete formats Items can be reused in
other projects
Copyright concerns Potential revenue from
licensing images
Unproven educational
value
Support from management
and teachers
41
Checking the Plan
Will the project achieve the desired
result for your target audience(s)?
Are the project goals achievable,
given the opportunities and
constraints your organization may
face in the near future?
Do the key stakeholders support the
decisions that have been made?

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Defining digital projects

  • 1. 1 2 Source Part of Digital Project Planning and Management Basics Original design: Mary S. Woodley, CSU Northridge Revised: Danielle Plummer, TSLAC; Bill Walker, Amigos Library Services Partially funded by: IMLS Laura Bush 21st Century Librarians Grant 3 What is a project? A limited endeavor having specific start and completion dates undertaken to meet particular goals and objectives usually to bring about beneficial change or added value  "Project Management." Wikipedia. Available from http://en.wikipedia.org/wiki/Project_management. Internet; accessed 7 July 2009.
  • 2. 2 4 People and Projects Project managers may or may not have authority over people doing project Responsibility but no authority Key project management skills: Negotiation Listening and facilitation Time management Leadership Discussion Why Do Digital Projects? 6 Why Plan Digital Projects? To improve access to resources To add value to resources To preserve fragile original materials To support educational and research activities To fulfill the strategic mission and goals of institution
  • 3. 3 7 Defining Digital Projects Why you are undertaking the project? What you want the project to achieve? For whom you are undertaking the project? When you will achieve it? How you will achieve it? Institute of Museum and Library Services. "NLG Project Planning: A Tutorial." Available from http://www.imls.gov/project_planning/index1.asp. Internet; accessed 7 July 2009. 8 Defining Projects: Why? Why do we want to do this? What are our priorities? Who decides the priorities? What do we want to achieve? How will we know when we’ve succeeded? 9 Defining Projects: What? What are we trying to accomplish? How does this relate to our organizational mission? What strategic goals will this project support? What have we already accomplished? What activities of the organization can be redirected towards the digital project? Survey digital collections and resources
  • 4. 4 10 Selection for Digitization What is the value of the item in terms of the goals of the project? What is the physical nature and condition of the original? Is the material out of copyright? Does the institution have a deed of gift that allows dissemination? 11 Defining Projects: Audience Who is your target audience? Primary audience Secondary audience How are their needs being met? Where are the gaps in service? What skill, knowledge, or behavior can be improved? 12 Defining Projects: Constraints Scope What is the total amount of work required to complete the project? Time What is the timeline? When will the project start? When will it end? Cost What resources are available? To develop the project To sustain the products
  • 5. 5 13 Steps in the Planning Process Identify the key players Conduct an “environmental scan” Know your users Needs and Gap Analysis Create a planning team who will be responsible for research, planning and managing the project 14 Stakeholders Any individual, group, or organization that influences your project or is affected by it External: Partners, boards, funders, consultants, target audiences or users Internal: Management, team members, other staff 15 Stakeholder Roles Project Director Task Performers Project Sponsor Subject Matter Experts User Representatives
  • 6. 6 16 Steering Committee Group composed of key decision makers In a partnership project, often involves one representative from each of the partners Collaborative decision-making Agreements define responsibilities 17 Advisory Board Group composed of influential outsiders Provides key skills or knowledge that the project team may not have Lend reputation to project Increases trust in project outcomes 18 Communication Strategy Stakeholders want to know what is happening in your project Communication tools: Meetings Presentations Email lists Blogs
  • 7. 7 19 The Environmental Scan Steps in the Environmental Scan Gather information Look both inside and outside the organization Scan for both content and context Use both formal and informal information Analyze and interpret this information Apply this analyzed information in decision making 20 Organizational SWOT Strengths of the organization helpful to achieving the goal Weaknesses of the organization harmful to achieving the goal Threats in the environment harmful to achieving the goal Opportunities in the environment helpful to achieving the goal 21 Sample SWOT Strengths  Qualified professional staff  Existing set of print finding aids Weaknesses  IT department controls website  No budget for software to create XML Opportunities  Training course in XML offered in region  Funding available from collection donor Threats  New version of standard due to be released
  • 8. 8 22 Formal Information Sources US Census statistics Institutional statistics Size and scope Visitation statistics Customer service statistics Website analytics and usage logs Published studies Surveys and focus groups 23 Informal Information Sources Anecdotes and observations Email lists and discussions Popular culture Television Movies Books Magazines 24 Targeting the Audience Characteristics of the target audience: Population size Language skills Disabilities Education level Geographic area Summarize the similarities and differences between the target audience and the broader population your organization serves
  • 9. 9 25 Outcomes and Outputs Outcome: Changes or gains in knowledge, skills, attitudes, behaviors, status, or life condition that you would like the target audience to achieve Output: A measure of the amount, quality, or volume of use of the service or product that you want the project to achieve 26 Identifying Outcomes Type of Outcome Definition Example Knowledge What someone knows Students will increase their knowledge and understanding of Texas history Skill What someone can do Students and teachers will be able to search a database of digitized objects Attitude What someone feels or thinks about something Students will demonstrate increased interest in history Behavior How someone acts High school social studies teachers will find, analyze, and use digitized primary source materials in their lesson plans Status Someone's social or professional condition The number of high school graduates in the community will increase Life Condition Someone's physical condition The rate of teen pregnancy will decrease among students who have studied history 27 Maslow’s Hierarchy of Needs Self- Actualization Ego (Esteem) Social (Belonging) Safety and Security Physiological Opportunities for innovation and creativity Recognition from others; prestige and status Acceptance as part of a group or team Physical safety and economic security Physical survival needs: food, water, air, shelter
  • 10. 10 28 Needs and Wants Needs Gap between the desired results, on the one hand, and the current condition of the audience, product or service, on the other Wants Wishes or desires of the target audience(s) that should be taken into consideration in determining the most appropriate solution or solutions to meet an identified need 29 Needs and Wants Need Want  To develop a more accurate budget  To hire a budget analyst  To reach an underserved audience  To use social media to promote services  To improve quality control for metadata  To develop a metadata creation tool 30 Gap Analysis Needed Services – Available Services = GAP For a given audience:
  • 11. 11 31 Gap Analysis Time Services Needed Services GAP Available Services 32 Gap Analysis Example Need: • 450 7th grade students need access to primary sources for Arkansas history Services: • Museum provides traveling trunk to 2 schools (150 students) • 3 classes visit museum and library (120 students) Gap: • 450 – 270 = 180 students need service 33 Closing the Gap Benefits provided by solution Short & Long-term Cost of implementing solution Personnel Equipment and Supplies Risks Of implementing proposed solution Of doing nothing
  • 12. 12 34 Cost-Benefit Analysis Cost of proposed solution ÷ Benefits of proposed solution 35 Cost-benefit example 1 Solution: Digitize 1,000 items Cost: Equipment: $500 (one-time cost) Personnel: $1,500 (one-time cost) $200 (annual cost) Benefit: Immediate: 250 students access sources Long-term: 400 students/year access sources 36 Cost-benefit example 1 Solution: Digitize 1,000 items Cost/benefit of solution: Immediate: $8 per student Long-term: $0.50 per student (cost of maintaining service)
  • 13. 13 37 Cost-benefit example 2 Solution: Provide 2 more traveling trunks Cost: Equipment: $1,000 (one-time cost) Personnel: $1,500 (annual cost) Benefit: Immediate: 300 students access sources Long-term: 300 students/year access sources 38 Cost-benefit example 2 Solution: Provide 2 more traveling trunks Cost/benefit of solution: Immediate: $5 per student Long-term: $3 per student (cost of maintaining service) 39 Cost-benefit comparison Solution: Digitization Cost/benefit: Immediate: $8.00 per student Long-term: $0.50 per student Solution: Traveling trunks Cost/benefit: Immediate: $5.00 per student Long-term: $3.00 per student
  • 14. 14 40 Risk-Benefit Analysis Proposed solution: Digitize 1,000 items and put them online Risks Benefits High initial cost Low cost (ongoing) Obsolete formats Items can be reused in other projects Copyright concerns Potential revenue from licensing images Unproven educational value Support from management and teachers 41 Checking the Plan Will the project achieve the desired result for your target audience(s)? Are the project goals achievable, given the opportunities and constraints your organization may face in the near future? Do the key stakeholders support the decisions that have been made?