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Readiness AssessmentBob Boiko

UW iSchoolischool.washington.eduMetatorial Services Inc.

www.metatorial.com

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What we will cover

• What is a readiness assessment?

• What does it consist of?

• What must it accomplish?

• How do you plan for one?

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What is a Readiness Assessment?

• What’s been done to date?

• Who is/should be involved?

• What do we know?

• What is our mandate?

• Who is our team?

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What Does it Consist of?

• Assessing assumptions– Audiences– Content– Systems– Outputs

• Assessing status– Current efforts– Past efforts– Interest

• Building consensus– The players– The opinions– The current coalitions

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What are Your Tools?

• Networking and discussion

• Initiative document collection

• Strategy document collection

• Categorization, reflection, and feedback

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How do You Plan?

• Team meetings– What do we know?– Who do we know?

• Collection effort– Initial round– Wider rounds

• Organization effort– Draft, review, discussion, draft

• Deliverable preparation– Draft, review, discussion, draft

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What are the Planning Deliverables

• Readiness project plan– Staff– Schedule– Budget

• Strategy for success– Who will do each task– How will they be sure to succeed

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What is Success?

• Clearly defines the assessment– Definition, purpose

• Clearly defined deliverables– Definition, contribution to purpose.

• Clear tasks– Right granularity, linked to skills

• Specific skills• Reasonable schedule• Reasonable cost

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What are the Readiness Deliverables?

• Team assessment

• Document inventory

• Project strategy

• Education plan

• Preliminary project plan

• Risk assessment

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Team assessment

• Who do we have?

• What are their skills?

• What are we missing?

• Who do we know?

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Document inventory

• Discovery• Taxonomy• Conclusions

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Project strategy

• What consensus exists and what needs to exist?

• What sponsorship do we need?

• What are our strengths?

• Who do we need to succeed?

• How do we proceed?

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Education plan

• What skills are needed?

• What enlightenment is needed?

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Preliminary project plan

• Broad tasks

• Broad timelines

• Deliverables

• Staffing required

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Risk assessment

• Organizational hurdles

• Technical hurdles

• Gaps in skills

• Uneven progress toward the initiative