Page Comparison

Confluence

Understand how PMs are using current templates:

• Meeting notes 

• Task report

• Vacation/out

• Check out if there is another table type in Confluence that has easier tools.

• Christine Barone (Unlicensed) determined with Fei Li (Unlicensed) that only the new table format is fully supported by Confluence Cloud. “I received from Fei about moving/ copying pages from the old site and whether that would cause problems or compatibility issues on the new site: Good question! I’m not sure what the answer is, but if I had to guess, I think it’ll work, but we’ll still be stuck with the newer interface..”

• Date(s) out, name

•  Bill Hackenberg (UCLA) (Unlicensed) to remove the vacation table for the ICs and keep the page at a simple text page (format is “date(s) out, name”) 10 Mar 2020
•  Christine Barone (Unlicensed) will do the other vacation pages and will verify with Fei about the tables.
•  Lena Zentall (Unlicensed) will copy over the RFP table (and see if it was a template) for Bills.
•  Christine Barone (Unlicensed) will check with Fei Li (Unlicensed) if the two table formats we are seeing in Confluence Cloud are fully supported 10 Mar 2020

Other tools and practices

Awareness of facilitation tools and practices

• Cards (bunnyholes)

• Parking lot / future agenda item (last item on every agenda) -- review suggested practice and get feedback. Ask for an acknowledgement that you got the item written correctly.

•  Lena Zentall (Unlicensed) will send Bill bunny card image and fix the agenda template to move “Future Agenda” to the bottom of the page.

Decision Log

10

RACI

Understand stakeholders for decisions and deliverables

•  Christine Barone (Unlicensed) or Lena Zentall (Unlicensed) to move the RACI and timeline over to the cohort drive

Decision Log

Review latest version

15

All

Need a little more granularity in the decision log, but not too much - let it evolve naturally.

•  Caitlin Nelson to edit / copy / move the decision templates.

Information Flows

Caitlin drafted a document on information flows to address types of decisions and how we make them.

• Who decides what issues

• How can they be informed ahead of time

• How do we mitigate risks

30

All

PMs reviewed Info flows table and flow chart; added some criteria to distinguish little fish from big fish and started to look at aligning with the decision-making process outlined in the SGTF charge package (pages 9-12).

•  Christine Barone (Unlicensed)Neil WeingartenLena Zentall (Unlicensed)Caitlin Nelson re-read page 9 of the SGTF phase 4 package with an eye to how to apply decision-making strategies and how they apply to the information flows doc

IC Premortem results

Determine how to review and use the results

• Assigning actions

• Assigning time to revisit

Do the PM Leads want to do a premortem?

3/17 meeting

24 meeting (wait for Bill)

All

Essential parts of the Charge (pre-read)

How can PMs support these practices?

• Best Practices (page 7-8), slack v. email

• Decision-making (page 9-12)

Training or consulting with cohort groups that don’t have an assigned PM

3/17 24 meeting

PM Team Charter

Draft PM Team Charter

3/17 24 meeting

•  Christine Barone (Unlicensed) to share team charter examples as pre-reads for next time

Parking Lot