1. Collaboratory Handbook & BPG Jean Zipagan Leaders Workshop 2012 Thursday 23 August 2012

2. Meet the Handbooks

3. Where to download?

4. Part 1: Collaboratory Handbook

6. Problems with the wiki Excessive linking “Black hole” effect – pages not linked to anything Outdated information Requires training in wiki coding Inability to backup wiki content Everyone is responsible, no one is responsible. Time to downsize the wiki!

7. What the wiki is good for? Focus: (1) Marketing (2) Project visibility Project articles Chapel schedule Event calendar Event planning guides (EPG) Announcements Forms Specific job descriptions Meeting records

8. What is the handbook good for? Introducing Collaboratory processes to new leaders and advisors Easy access and distribution Documenting organizational processes (How-to’s) How to appoint leaders How to lead meetings How to recruit members How to spend money

10. Part 2: Collaboratory Best Practice Guide (BPG)

11. Definition “Generally-accepted, informally standardized techniques, methods or processes that have proven themselves over time to accomplish given tasks” Used where no specific methodology is in place, especially in dealing with projects coupled with human challenges

12. Best Practice Guide The Collaboratory Best Practice Guide (BPG) is a compilation of tried and true tips and learned wisdom from our most experienced Collaboratory leaders.

13. Rationale Top 4 success factors in The Collaboratory: 1.Team commitment 2.Right client connectivity 3.Project management 4.Project leadership skills

14. Rationale The more we grow, the less we can rely on word- of-mouth Knowing what not to do is just as valuable as knowing what to do Things which impact us the most are often those that are least documented Encourage leaders to get in the habit of being intentional about mentoring and training their members

15. Content Setting Your Project Up for Success Planning Successful Projects Setting Attainable Milestones Assigning Manageable Tasks Conducting Exciting Meetings Creating Meaningful Documentation Obtaining Necessary Funds Building Meaningful Lasting Relationships Establishing Good Client Relations Making the Most of Your Advisor Building Team Commitment Traveling Done Right

16. Next Steps: Handbook Distribute to new advisors and receive feedback and revise as needed Remove redundant content from wiki Best Practice Guide Continue to collect best practices from leaders regularly and update BPG

17. Session Take-aways Handbook Response to change and organizational growth Shift towards better defining roles of different Collab (IT) technologies and tools Best Practice Guide Training and developing student leaders is equally important to carrying out our work “Soft” criteria (team commitment, example of upperclassmen and advisors, etc.) contribute the most to Collaboratory success

18. Where to download?

19. Questions?