This document discusses project management tools and techniques and their application to virtual reference projects. It defines a project as having elements of something new, a beginning and an end, and often involving interdisciplinary teams. Project management is applying knowledge and skills to project activities to meet stakeholder needs. Using tools and techniques helps focus thinking, identify all tasks and responsibilities, and reduce errors. The document proposes a three-phase approach to a virtual reference project: a feasibility study, pilot project, and operational implementation. It recommends developing project charters and assessment plans.
2. What Is A Project?
Includes an element of something new
Has a beginning and an end
Often interdisciplinary and as such involves
people with differing backgrounds
3. What Is Project Management?
The application of knowledge, skills, tools
and techniques to project activities in order
to meet or exceed stakeholder needs and
expectations from a project
4. Why Use Project Management
Tools and Techniques?
Focus and clarify our thinking so that we
proceed in a systematic, effective, and
efficient manner
Identify everything that needs to be
considered and done to reach a goal
(includes what is to be communicated and
to whom)
Identify who will do what and time frames
5. Why Use Project Management
Tools and Techniques?
Reduce the confusion, frustration,
backtracking, and errors that can be
associated with developing or introducing
something new
6. Why Use Project Management
for Virtual Reference?
Advantages previously noted
We all begin to develop project
management skills
We can apply these skills to other projects
We can help others in the Library develop
these skills
7. Where Are We Going?
Overall project may have three distinct
components:
1. Feasibility study
2. Pilot
3. Operational
8. Feasibility
Should we introduce virtual reference?
Why or why not?
Whats involved in introducing virtual
reference?
What do we need to know, what do we need
to do, what decisions do we have to make in
order to answer the two previous questions?
9. Pilot Project
Develop a plan for a pilot
Activate the pilot
Develop an assessment plan for the pilot
Activate the assessment plan
Decide whether were going into full
operation and, if so, what adjustments
should be made
10. Move To Operational
Develop a plan to move from pilot to
operational
Activate the plan
Develop a plan for on-going assessment
Activate the assessment plan