Managing A Self- Advocacy Organization Part 1
Intro Hello! Julia Bascom Director of Programs for ASAN
Overview 4 things go into managing an organization: 1: Project management 2: Delegation and chains of command & communication 3: Organization and sustainability 4: Priorities and strategic planning
Project management: how stuff gets done
Why do we care? Projects grow your organization Our projects matter Our work matters We matter
It’s in the details Your job is to care about / focus on the details
Project management: overview planning SMART goals delegation personnel organization Deadlines preparation/gr oundwork keeping track of things checking in anticipation & backup plans problem- solving BREATHE frame switching be ruthless details get it done evaluation
It’s much, much easier than it sounds
Phase 1 Before you start
Phase 1: before you start planning SMART goals delegation & lines of communication personnel organization deadlines
Phase 1: before you start Get your head in the game! A good set up is a requirement, not a nice bonus Solve problems before they start Do everything on purpose
Planning You are now in love with planning.
SMART goals Specific Measurable (how can you tell if it worked?) Attainable (can you pull it off?) Realistic (really?) Timely (when does it need to be done? Is now the right time?) SMART
Delegation & lines of communication You have a team Who is in charge of what? SMART jobs Who do I go to if I have a question? Feedback? An instruction? Everyone should know who is in charge, who is doing what, and who to talk to.
Personnel Everybody has a job Are they the best person for their job? Match jobs to skills and experiences
Organization A place for everything and everything in it’s place Keeping track of details You should be able to know exactly what is happening with any part of your project at any time
Organizational tools Lists, graphs, & planners Google tools Spreadsheets Trello Other project management tools
Deadlines Deadlines make your plan real You are also in love with deadlines
Questions?
Scenario 1
Debrief scenario 1
Phase 2 Day to day
Phase 2: day to day preparation/groundwork keeping track of things checking in anticipation & backup plans problem-solving BREATHE
Managing a project is like driving a train You set up the tracks You make sure everything goes the way It is supposed to You fix it when it breaks You keep going
Preparation/groundwork Laying the rails A strong foundation will run itself
Keeping track Monitoring Communication Tracking details Keep an eye on deadlines
File system A place for everything and everything in its place It needs to be easy to find things Someone else needs to be able to come in and pick up where you left off SAVE EVERYTHING EVERYTHING
Checking in Regular Focused Are we on track? What’s going well? What needs help? EVEN WHEN THERE ARE NO PROBLEMS
Anticipation & back-up plans This is your job Keep everything on the rails Be ready for everything
Problem solving
BREATHE
Questions?
Scenario 2
Debrief scenario 2
Phase 3 Get it done
Phase 3: get it done frame switching be ruthless details get it done evaluation
Frame switching Big to little You have to see the whole picture, all the time And how all the pieces fit into it You have to switch between one part and the whole, small and big
Be ruthless All the details matter You are the boss Cover everything Have a system
Details Little details Last minute The details make or break your project Plan for them
Get it done Final draft Final checks You have responsibility: check everything one last time Send it off Have a launch plan Know what happens next And send it off
Evaluation If it’s worth doing, it’s worth doing right If it’s worth doing, it’s worth evaluating You learn something every time
Questions?
Scenario 3
Debrief scenario 3
Wrap up
Project management resources Google apps Calendar Tasks Spreadsheets Mindmapping software & apps Flowcharts Trello Planners White boards Cork boards Index cards