Agenda Project Management Stages Branding TeamResources Steps in RIMI Project Summary Project conception and initiation Project definition and planning Project launch or execution Project performance and control ID: 799189
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Slide1
Adopting a Raccoon
Project Management for RIMI
Slide2Agenda
Project Management Stages
Branding
Team/Resources
Steps in RIMI Project
Summary
Slide3Project conception and initiation
Project definition and planning
Project launch or execution
Project performance and control
Project close
Project Management Stages
Slide4Branding
Slide5Email
Face to Face
Newsletter
Departmental Meetings
Posters
Communication
Slide6Keep it Small
Keep it Simple
Keep it Fun
Change is HARD
Slide7RIM
CRM
EDRMS
Reserve
IT
PM ECM
BA DEV ReserveExternal Services Consultants EDRMS
Software Development
ECM
*Expected Hard Limit of 220 Days/Year/Person
Project Team / Resources
Slide8Step 1 - Project Governance
Step 2 - Corporate Policies
Step 3 - Enterprise Adoption Plan
Step 4 - Plan/Strategy
Step 5 - Records Foundation
Step 6 - RIM Administration
Step 7 - Business Procedures Step 8 - Repository Governance Step 9 - Declaration
Step 10 - Validation
Step 11 - End User Training
Step 12 - Pilot
Steps in RIMI Project
Slide9Project Phases
Project Governance
Weekly Team Meetings (estimate 40-60 days depending upon length of project)
RIM – XX Days
IT – XX DaysCorporate PoliciesMake Decisions, Draft Policy, Get it Approved (estimate based upon how quickly your organization processes)
RIM – XX DaysIT – XX Days
Educate on/Disseminate the Policy (estimate 7-10 days)RIM – X DaysIT – X Days
Slide10Enterprise Adoption Plan
Execute Enterprise Adoption Plan (plan for no less than 14 days)
RIM – XX Days
IT – XX Days
Plan and StrategyProject Functional Specs (Bi-Weekly) (estimate based upon length of project)RIM – XX DaysIT – XX Days
External – X DayProject Planning + GANTT update (work with your PM to get these estimates)
RIM – XX DaysIT – XX DaysExternal – XX Day
Slide11Records Foundation
Make File Plan EDRM Ready (Estimate based upon condition of existing plan)
RIM – XX Days
External – SS Day
File Server Legacy Migration (Estimate 2-5 days)RIM – XX Days
IT – XX DaysBuild Cost Schedule Index (Estimate total of 10-20 days based upon organizational comfort)RIM – XX Days
IT – XX DaysExternal – XX DaysPhysical Records Configuration (if these are included)RIM – XX DaysExternal – X Day
Slide12RIM Administration
Vendor Product Training (Estimate 3-5 days depending upon vendor)
RIM – XX Days
IT – XX Days
External – XX Days
3rd Party RIM Admin Training (Estimate 3-5 days depending upon vendor)RIM – XX Days
IT – XX DaysExternal – XX DaysRIM Admin Self-Training (estimate 7-10 days)RIM – XX DaysExternal – XX DayTrain Back-up RIM Admin (estimate 5-10 days)
RIM – XX Days
Slide13Business Procedures
Define/Conduct SOP’s (Estimate 5-15 days depending upon level of existing documentation)
RIM – XX Days
IT – XX Days
External – XX Days
Repository Governance
Metadata Mapping (Pilot Group) (Pilot size will impact estimates 2-5 days)RIM – XX DaysIT – XX DayConfigure SharePoint (Pilot Group)RIM – XX DaysIT – XX Day
Repository Governance Plan Oversight Committee Meetings (estimate dependent upon frequency and productivity of committee meetings)
RIM – XX Days
IT XX Days
Slide14Declaration
Build, Test, Deliver RBR Rules (Pilot) (Estimate based upon vendor)
RIM –XX Days
Install and Configure Email Integration (Pilot) (Estimate based upon vendor)
RIM –XX DaysIT – XX DayValidationConfirm System Performance Validations (36) (Estimate based upon number of SPV’s and efficiency of IT 7-15 days)
RIM – XX DaysIT – XX Days
External – XX Days
Slide15End User Training (All estimates should be based upon available training resources –
WaterOne
has a dedicated education specialist in HR)
Develop Course Content (10-15 days)
RIM – XX DaysIT – XX DaysExternal – XX DaysCourse Materials
Configure Training Facility and System (10-15 Days)RIM – XX DaysIT – XX Days
External – 10 DaysInstall and Configure Email Integration (Pilot) (3-5 Days)IT – XX Days
Slide16Pilot
Conduct 30-day Pilot (Estimate is dependent upon size of pilot)
RIM – X Days
IT – XX Days
External – XX Days
Slide17Current Projected
RIM – 212 days
CRM – 69 Days
EDRM – 143 Days
IT – 228 days
PM – 75 DaysECM – 110 Days
BA – 33 Days
Dev – 10 Days
External – 91 days
Users for Pilot – 16 days
Summary