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Leadership and Ownership Retreat for .NETS

Join us for a day of discussions on leadership, ownership, and project management in the context of .NETS initiatives. Engage with the team to plan for the upcoming year's projects and discuss areas of improvement. Learn about the roles of leaders and owners in creating successful outcomes.

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Leadership and Ownership Retreat for .NETS

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  1. NETS Retreat Friday, 8/7/09 8:00 – 5:00pm MDT

  2. Welcome • Rules • No electronic devices (cell phones for emergencies only; laptops for presentations only) • Engaged/participate – no napping • No side conversation

  3. Welcome • Schedule • Review agenda • Changes?

  4. Welcome • Goals • Focus on the next year’s projects – staffing, impacts, issues • Identify areas for improvement – staffing, processes, other • Review NETS – where are we today and where should we be

  5. Welcome • Questions/comments?

  6. Leadership/Ownership • Leadership is and has been described as the “process of social influence in which one person can enlist the aid and support of others in the accomplishment of a common task”. A definition more inclusive of followers comes from Alan Keith of Genentech who said "Leadership is ultimately about creating a way for people to contribute to making something extraordinary happen.“ • Leaders must fulfill three functions: the leader must provide for the well-being of the led, provide a social organization in which people feel relatively secure, and provide a set of beliefs.

  7. Ownership - the state or fact of being an owner • Defines and maintains project boundaries • 100% Responsible • Engaged • Documents, communicates, initiates • Buck-stops with owner • Identifies and communicates appropriate issues to management

  8. Leadership/Ownership • Leads communication • Contacts requestor and/or technical contact for clarification/details if needed • Calls initial team/project meeting shortly after receipt of WR • Sends email to team instead if level of task warrants it • Prepare time/cost estimate if required • Develops project/task plan with team • Develops task list • Assigns tasks • Schedules tasks on synchronize as appropriate • Develops schedule • Presents plan to NETS if required • Keeps Project/Task on schedule • Keeps team, requestor, and technical contact informed of project status

  9. Leadership/Ownership • Leads documentation of Project/Task • Assures that individuals come together as a team and reach consensus • If consensus is not reached, documents why and what method was used to reach solution • Assures that all information needed in the Project/Task is distributed to all team members • Keeps minutes/summaries of meetings and progress • Reports progress/milestones to team, requestor, and management via the WR update system, verbally, or via email where appropriate • Updates WR: team (additions/removals), dates, description • Opens related WRs as needed • Makes sure all change controls are sent • Labels as required per standard • Tests cabling and equipment as needed and saves results per specifications • Update/Create Documentation: • Procedures • Drawings • CAD Drawings • Forms • Others... • Reports Project/Task completion to team, requestor, and management via the WR update system, verbally, or via email where appropriate • Closes all WRs

  10. Leadership/Ownership • Procurement • Researches materials, supplies, and equipment as required • Orders necessary materials • Maintains Project/Task inventory as necessary • Defines storage/staging area • RMA process

  11. Leadership/Ownership • General • Quality control • Final clear up/inspection • Verify user acceptance

  12. Leadership/Ownership • Provides direction • Mentors and coaches others • Balances team and individual work • Manages shortages and/or gaps in resources • Alignment with organization values/mission • Interfaces with community • Handles conflict resolution

  13. Management expectations • Go-to person • Informs regularly of project status • Informed as needed of any project issues • Don’t want any surprises • Don’t want any problems caused by NETS

  14. Discussion

  15. Wrap-up/Next Steps/Action Items • Send all slides to Chris to post • Tool to manage projects – MicroSoft Project? • Who manages • Create draft • MSS back-up – check status • Replace hypermail w/ searchable mechanism • Recurring blue/yellow review – quarterly • Quote attachments on PR • BPoP lead on matrix?

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