1. Managing A Self- Advocacy Organization Part 1

2. Intro  Hello!  Julia Bascom  Director of Programs for ASAN

3. 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

4. Project management: how stuff gets done

5. Why do we care?  Projects grow your organization  Our projects matter  Our work matters  We matter

6. It’s in the details  Your job is to care about / focus on the details

7. 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

8. It’s much, much easier than it sounds

9. Phase 1 Before you start

10. Phase 1: before you start  planning  SMART goals  delegation & lines of communication  personnel  organization  deadlines

11. 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

12. Planning  You are now in love with planning.

13. 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

14. 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.

15. Personnel  Everybody has a job  Are they the best person for their job?  Match jobs to skills and experiences

16. 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

17. Organizational tools  Lists, graphs, & planners  Google tools  Spreadsheets  Trello  Other project management tools

18. Deadlines  Deadlines make your plan real  You are also in love with deadlines

19. Questions?

20. Scenario 1

21. Debrief scenario 1

22. Phase 2 Day to day

23. Phase 2: day to day  preparation/groundwork  keeping track of things  checking in  anticipation & backup plans  problem-solving  BREATHE

24. 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

25. Preparation/groundwork  Laying the rails  A strong foundation will run itself

26. Keeping track  Monitoring  Communication  Tracking details  Keep an eye on deadlines

27. 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

28. Checking in  Regular  Focused  Are we on track?  What’s going well?  What needs help?  EVEN WHEN THERE ARE NO PROBLEMS

29. Anticipation & back-up plans  This is your job  Keep everything on the rails  Be ready for everything

30. Problem solving

31. BREATHE

32. Questions?

33. Scenario 2

34. Debrief scenario 2

35. Phase 3 Get it done

36. Phase 3: get it done  frame switching  be ruthless  details  get it done  evaluation

37. 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

38. Be ruthless  All the details matter  You are the boss  Cover everything  Have a system

39. Details  Little details  Last minute  The details make or break your project  Plan for them

40. 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

41. 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

42. Questions?

43. Scenario 3

44. Debrief scenario 3

45. Wrap up

46. Project management resources  Google apps  Calendar  Tasks  Spreadsheets  Mindmapping software & apps  Flowcharts  Trello  Planners  White boards  Cork boards  Index cards