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Objective: DRAFT - Support all patron data requests, proactively identifying related migration requirements and potential issues, and managing pre-migration local audit and cleanup projects and post-migration quality assurance.

State the purpose of the group in 25 words or less (brief, energizing). 

Roles:

What are the duties needed to get the work done? Who will take notes? Who will keep meetings on track/time? Who is responsible for tracking actions?


What are our expectations for working together?

DRAFT -

  • To respect, be open to, and be willing to learn from one another’s ideas and opinions

  • To participate and communicate openly and professionally any concerns or questions at any point and on any topic

  • To work efficiently, both independently and together, to achieve our goals and meet deadlines

  • To offer effective assistance to one another as appropriate

Create a list of statements that the team agrees to uphold. For example, ask yourself: How do we make this group a safe space for transparent discussion (knowing that it might become contentious, and avoid back-channeling)? What are our ground rules for meetings? How do we ensure everyone is engaged? How do we ensure everyone has a voice? How will we resolve disagreements?