2021-04-01 PM Leads Meeting notes

Attendees

Christine Barone (Unlicensed) , Co-chair, PM Leads
Joanna Kang (Unlicensed), PM Leads
Lena Zentall (Unlicensed) , Co-chair, PM Leads
Caitlin Nelson, SILS Service Manager, out on leave

Discussion items

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Checkin/quick updates/anything from slack or email Don’t forget to check the Task report for your outstanding tasks and check them off when done.		0	All
2	Training: Followup on supporting staff as they train on/transition to new workflows in Alma/Primo.	Share with Joanna for IT. Provide CoUL with this information: IT to briefly summarize what training is provided at the systemwide level for CoUL. Provide a list of the IT reps and their email addresses. Check with IT reps to see if they have concerns about their local training plan.	10	All			Joanna Kang (Unlicensed) will take this to the next IT meeting.
3	Primo VE recording logistics	IT would like a single link, have back-up/multiple co-hosts at a single campus. Due to schedules, no one in IT can attend every training. (Primo VE schedule) Do you have any suggestions on how to best do this? Would Com Leads be able to help? EXL may need to manage many zoom links from different campuses	5	All	Possibly add to the master spreadsheet with recording links Is someone who is going to all of the sessions, maybe they can record with a backup. Who will send the invitation? Send to whole cohort? Needs specific messaging about who is expected to attend (self-select: you should only attend if…, how to submit questions).	Create one zoom link for all meetings; invite Marci. Lena to create meetings and invite SILS-Cohort.	Lena Zentall (Unlicensed) to check with CDL staff about who’s going to the Primo VE sessions
4	General checkin	Is anything blocked or behind schedule? What deliverables are coming in the next week? Any decisions, consultations or approvals needed in the next week? Do you need anything?	30	All	PM planning PM to answer questions from EUOS (see email)
5	Parking Lot				Create off-boarding checklist for groups as they are discharged from phase 4. Schedule round 2 updates from SILS groups at Ex Libris weekly project update meeting. Send request on May 3 (the date of the last update from round 1).
6			5	All	Any actions or decisions missed?
7		Total	50/50