setting up organizations for success: long-term planning what types of products do you want to...

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Organizations for Success: Long-Term Planning • What types of products do you want to provide? • What types of data will you need? • What type of system will be required to obtain, maintain, and disseminate data? • What type of analysis and modeling will you be doing? • What software and hardware will you require? • What types of expertise do you need?

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Page 1: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Setting up Organizations for Success: Long-Term Planning• What types of products do you want to

provide?

• What types of data will you need?

• What type of system will be required to obtain, maintain, and disseminate data?

• What type of analysis and modeling will you be doing?

• What software and hardware will you require?

• What types of expertise do you need?

Page 2: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Setting up Projects for Success

• Find the match between what your customer wants and what you can provide.

• You fail if anything that is critical fails – Includes:

• Schedule• Budget• Staff/Expertise• Customer-relationships• Quality• End products.

Page 3: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

The 7 Habits of Highly Effective People

• 1. Be Proactive• 2. Start with the end in mind• 3. Put First Things First• 4. Think Win-Win• 5. Seek First to Understand,

Then to be Understood• 6. Synergize• 7. Sharpen the Saw

Page 4: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Jim’s Habits

• Panic up front – when it will make a difference

• Check your resources

• Have backups

• Don’t stay stuck (20 minutes)

• Do what it takes to deliver

• Find out what customers really want

• Do the right thing

• Model the behavior you want in others

Page 5: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

The Tire Swing

What the customerneeded

What wasdesigned

What marketing suggested

What management

approved

What was delivered

Alan Chapman, http://www.businessballs.com/treeswing.htm

Page 7: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Management is Complex• People & Relationships

• Plans

• Schedules

• Budgets

• Data Organization & Documentation

• Products: Papers, reports, websites

Page 8: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

People & Relationships• Spend enough time with: upper

management, employees, sponsors, collaborators

• Work toward resolving issues in a win-win manner (then document the resolutions)

• Make a plan with everyone involved and keep it visible

Page 9: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Working with Others

• Listen, really listen

• What is important to them?

• Divide up tasks:– Large enough for each

person to make progress– Fit the task to the person– Coordinate, don’t micro

manage– Check on progress: weekly

to monthly

Page 10: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Steps to managing conflict• 1.Anticipate – Take time to obtain information

that can lead to conflict.• 2.Prevent – Develop strategies before the

conflict occurs.• 3.Identify – If it is interpersonal or procedural,

move to quickly manage it.• 4.Manage – Remember that conflict is

emotional• 5.Resolve – React, without blame, and you will

learn through dialogue.• Wikipedia

Page 12: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Plans• Have a plan!• Goals & Requirements• Schedule• Budget• Resources: Computers, space, software, etc.• Roles and Responsibilities

Page 13: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Goals and Requirements

• Goal:– Overall objective: what will be achieved

• Requirements:– End Products– Uncertainty– Metadata– Audience– Schedule– Budget constraints

Page 14: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Scheduling

• Define the deliverables/products

• Document the deadline

• Work backwards to create the schedule

• Multiply the schedule by about 2

Page 15: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Schedule

1. Deadline and deliverables/products

2. Reviews and updates

3. Creating documents (inc. web sites)

4. Analysis

5. Processing

6. Data preparation

7. Acquiring data

8. Proposal review

9. Proposal process

Page 16: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Mythical Man-Month• Communication and

training take time

• You can’t do it all yourself

• Must balance:– Number of people– The right tasks

Page 17: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Tasks

• Identify and assign tasks with deadlines

• Best to self-select tasks– Then, split up the “other work”

• Track when things are done

• Adapt if problems arise

• Always work together constructively

• If problems persist, escalate to management (instructor) and let them manage it

Page 18: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Budgets

• Every organization must balance it’s budget

• Almost everything costs money:– People– Computers, software– Space, power, phone lines, networks, etc.– Data takes time to download, QA, document– Volunteers take time to train

• Murphy’s law: Anything that can go wrong will

Page 20: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Data Organization & Documentation

• Wait until you have some data, then define a data organization structure with everyone, then enforce it!

• Document:– Know what the data

represents!

Page 21: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Data Organization• 1_Original

– Oregon• OregonLambert_WGS84

– Data files

• Oregon_North_NAD27

– Corvallis

• 2_Working– Oregon

• OregonLambert_WGS84

• 2_Final– Oregon

• OregonLambert_WGS84– Data files, maps, mxds, etc.

Page 22: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Documentation• Maintain Metadata throughout the project

– Make notes in “readme.txt” files in each folder

– Go back and fill in the metadata when you have time

• Critical:– Sources: location and names– Accuracy, Precision, Error Rate– Who worked on it– When it was updated

Page 23: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Products

• Keep track of: datasets, maps, reports, papers, etc.

• Make them visible to management and sponsors

• Use the web to connect with large groups, provide data

Page 24: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Maps for

• Management activities

• Monitoring: wildlife, invasive species, T & E species

• Visitors

• Maintenance

• Website

Page 27: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Websites

• Great way to provide “almost-free” data and information to the public

• Must be maintained!

Page 28: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

GIS Analysis

• What is happening where and when?

• What data do we have?

• What analysis tools are available?

• What is required?– Can we achieve it?

Page 29: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Multi-Use Management• Priorities:

– Biodiversity– Recreation/Cultural– Agriculture & Livestock– Geology

• Issues:– Economy– Political agendas– Public perception– Legal– History

Page 30: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Biodiversity • Priorities:

– Maintain/restore pristine habitat

– Maximize biodiversity (rare)

– Disease

• Management elements:– Pristine habitat– Minimal human impact

• Disturbance

• Pollution

– Natural Fire Regimes– Natural Flood Regimes

Page 31: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Recreation• Hunting and Fishing

– Native vs. non-native species

• Boating:– Water skiing– Canoeing– Sailing

• Snowmobiling, ATVs• Hiking, Snowshoeing

and Camping• Residences

Page 32: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Recreation

• Priorities:– Economy– Impact

• Management Tools:– Access– Fees– Education– Regulations

Page 33: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Agriculture and Livestock• Issues:

– Maintain stocks– Economy– Legal issues– Overgrazing

(grassland to mesquite)

• Management Tools:– Fees– Access– Fire

Page 34: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Geology• Priorities:

– Economy– Impact

• Tools:– Licenses– Regulation– Mitigation

Page 35: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Multi-Use Management

• Question:– What management activities should take

place to best meet priorities?– Where?– When?

Page 36: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Management Tools

• Human access and activities

• Grazing, harvesting

• Restoration: removal and establishment

• Education

• Fees & Licenses

• Flood regulation

• Fire

• Regulations

Page 37: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Impacts

• Invasive species/disease

• Human impact: habitat loss/disturbance, pollution, poaching

• Climate change

oregoninvasivespecies.blogspot.com

Page 38: Setting up Organizations for Success: Long-Term Planning What types of products do you want to provide? What types of data will you need? What type of

Marine Spatial Planning

• Integrating marine use spatially and temporally– Fishing– Recreation– Aesthetics– Preservation– Energy Production– Shipping– Research

www.zmescience.com

The Oregonian