Week of Sept 28, 2009

Things I've done:

MyFD

• Back-up for customer phone calls while Puja was on vacation (Sept)
• Assisted Puja with sending reminder notification and printing/delivering materials for Queries workshop
• TFS Work item for auto email when user has an item pending local review for too long (suggested 5 days)
• Helped with Customer Service phones/emails while PCS was down 50% of their staff (2 days) Puja and Mara also helped when I was not available
• Created reactionaires (class surveys) for all 3 MyFD classes (10/7/09)
• Created communications plan for BAR/BSR opt-out, with Melissa. This is our way of educating campus users/consumers of the paper reports and a way to increase voluntary opting out so there is less pain as we get closer to shutting off the reports. (10/6/09)
• Taught Mara how to manage listserv subscriptions (add/remove users) (10/7)
• Suggested Melissa use breakout groups at FDI Core meetings to get more answers to her questions, allow for the possibility of greater conversation amongst the group (especially important for those who are not as talkative), and an opportunity for our group to get to know one another better (and more quickly).
• Reviewed trainign process flow and support expectations with Pete (10/13)
• Scheduled Team Spirit award for the customer service work PCS & MyFD have done
• Lead CS/Mel team meeting to discuss BAR/BSR communications (10/14)
• Scheduled/led team meeting to discuss team/individual ownership, training schedule, project prioritization (10/15)
• Meeting with Shirley Joaquin re: MyFD, what she uses it for and what's not meeting her needs.
  

Meetings attended

• FSNA overview with Melissa (learned about the timeline for replacing the financial system)
• FDI Core Team (discussed purpose for team, team norms, reviewed reconciliation requirements)
• Meeting planning w/ Melissa, Jelena & Matt to determine the types of meetings our team needs to be involved in for the next wave of FDI development.
• Planning, w/Melissa, Lisa and Jessica, for the Strengths training workshop (including food planning) :-)
  

______________________________________________
eFECS

• incentive plan for beta testing
• scheduled dry run, for training, to ensure team preparedness/readiness for the beta kick-off sessions
• attended 2 beta test kick-off sessions, tracked and compiled attendee questions
• looking into whether or not we can book MGH 030 or 044 for the eFECS roll out trainings (if we can, I will book 6 classes; 2 each week beginning the last week of january)
• provided Mara with feedback regarding the "making adjustments" e-learning (captivate)
• 
  

Meetings attended

• x

__________________________________________________
Procurement Services

• Leading cross-training sessions and documenting team conversations, learning and action items.
• Provided Tier 2 support from 9/11-9/17
• Created montly stats to show customer service volume for MyFD and PCS
• Working with PCS & Pramilla to plan a sustainable support structure

Meetings attended

• Check-in with Pramilla

__________________________________________________
LEAD Team

• Planning for next term (just passed our Team's 1-year anniversary)
  
  

Meetings attended

• Met with sponsors (Ann/Sue) to talk about future team deliverables, including creating a 'Leader's Portal' and continuing to support logistics/agenda planning for the Leader's Quarterly meetings
  

__________________________________________________

MyFD CS/Training Team

• Held EDP meetings with Mara and Puja to explain what EDPs mean to me, how frequently they should be updated, gave tips on how to improve their documents so they can be approved and set the expectation that EDPs are their documents, not mine and they are responsible for taking action, or not taking action on them. they need to be the driving force behind them--I will support and help where I can but it's up to them what gets done.
• Updated signature line item - just for Puja!
• Seriously cleaned up/organized my email folders (deleted lots, created archive folders, etc.)

Meetings

• Staff meeting changed this week. We discussed:
  -production support flow for PCS and MyFD Tier II support (who specifically each group shoudl be escalating to and when)
• Prioritized our enhancement requests
• Brining Mara into the Production Support fold
  

Week of August 31, 2009

What was done?

• updated getting started guide with updated info and added MyFD application and help page urls (the simplified ones)
• created draft of myfd newsletter including a prize section for those who tell us why their departments are still using paper.
• Provided feedback to Jeff Follman re: draft blurb about open financial data
  
• Updated activities for Managing Budgets class. Instead of having activities in both the slides and a handout, all activities are in one handout with the slides being separate.
• Testing Advantiv for FSNA Team and coordinating resources from Proc Cust Srvc and MyFD (Puja)
• Sat in on Basics of Fiscal Reporting in MyFD today.
  
• Set up class teaching schedule for Puja and me.
  
• Attended eFECS feedback session (handed out prizes and handouts)
  
• Draft of eFECS Training Activities
• Added an additional "Managing Budgets" class for the month of September
• Progress update for Melissa & Lisa
• Got Mara & Puja access to UWMC labs for office hours
• Drafted incentive program approach
• Taught "Managing Budgets" class
• Reviewed Learning Assessment answers w/ Proc Cust Support (graded all questions too)
• Reviewed group email process with Heather (primary tester) and Michelle
• Mentoring with Katy Folk-Way
• Updated Managing Budgets slide set and handouts
• Testing Decision Director for FSNA system
• Created screen powerpoint for eFECS training
  

What's targeted to be done?

• Follow up w/ Financial Accounting to see how they use the "budget prefix" website (how to id different budget types
• Linear graphic for eFECS (3 screens overview)
• Document cross training update for Melissa/Lisa/Pramilla/Jeff
• Document training activities for Administrative group
• Finalize handout for incentive program and calendar of events for eFECS beta testing
• Finish documenting FAQs for Proc Cust Srvc group
  

What you need to know.

• Possibly need to change our reactionnaires to 4-point scale to be consistent with how others in FM/Proc Srvs are reporting training satisfaction numbers
  

Other stuff

• Begin helping w/eTravel interview next week
• What do we have to do for FDI Dev/CS Meeting follow up (what are our action items?)

Kudos:

• Puja - for walking Sarah Moore through the expense transfer process for me
• Puja-Setting up the reactionnaires for eFECS
• Mara - Getting eFECS gmail account
• Mara- open and accepting of training input/feedback
  

Week of August 3, 2009

Work Completed for the week of August 3-11th

TRAINING:
1. Taught "Managing Budgets" class to 9 students

PROJECT WORK:
2. Created combined MyFD & eFECS work timeline (shared w/ Melissa, Lisa, Charles, Puja, Tamara and Matt) took about 6 hours time

CROSS TRAINING

1. Created list of questions for Mara/PS Cust Support Team and scheduled dates/times to review them (asked Puja to lead these sessions)
2. Reviewed Queries Workshop materials with Puja so she can deliver it while I'm out of the office (Aug 20th)
   
3. Scheduled check-ins w/ Lisa/Dawna/Gwen
4. Created new activities for "managing" class
5. Introduced Matt Lambert to Financial Management Leaders
6. Will rotate group email responsibilities between MyFD and Proc Services Cust Support Team upon my return (each day a different "watcher")
7. 
   

MyFD CUSTOMER SERVICE WORK

1. Helped with group email/phone

TO DO:

1. write newsletter and pass on to Puja for review/publishing
2. 
   

CHECK-IN WITH MELISSA

1. Before we ask the developers, "can you do this" we should be asking ourselves what priority is the change we're requesting. They have to have this in order to prioritize their work.
2. Make sure we're emailing fido@uw.edu, not individual developers
3. Marketing/Outreach
4. Matt's role on project team
5. if we ever feel like we're not getting enough info, we need to speak up
6. Project will not operate like it did in the past

CHECK-IN WITH LISA

1. workign to identify roles/responsibilites for testing
2. reviewing timeline (the one i'd created)
3. outlining other development tasks
   
4. 
   

OTHER Items:

1. Group email coding
2. BAR/BSR Process
3. Newsletter
4. goal for # of emails to keep in group email box (so we don't end up with hundreds to sift through
5. continue to blog while I'm out of the office

Future Staff Meeting

1. review recognition forms
2. discuss newsletter topics such as, "did you know that in myfd, you can......." (fill in the blank and have one of these each month?)
3. Understand what Puja learned from Reconciliation Meetings
   

Week of July 27, 2009

Accomplished last week
1. Provided Tom Phillips with MyFD utilization figures and training satisfaction data for use on FM dashboard.
2. Helped Melissa create an additional calendar for MyFD Developer production support schedule
3. created eFECS flyer (marketing/promotional materials for new system release)
4. scheduled MyFD Training for PS Customer Support team and new Business Analyst
5. presented "eFECS training approach" to eFECS PIT
6. Providing Mara with feedback regarding BAR/BSR process
7. Scheduled "meet and greet" for Matt w/ FM Leaders



Will do this week:
1. Teach 2 training classes (non-standard offering for Procurement Services/Matt/Mara and standard Managing Budgets using MyFD)
2. Create combined MyFD eFECS work timeline (will review w/ Melissa at check-in Wed)
3. Meet with LEAD Team to determine team's future
4. Create list of questions for Mara/PS Cust Support Team
5. Schedule question check-in meetings w/ PS Cust Support Team
6. Schedule check-ins w/ Lisa/Dawna/Gwen
7. Schedule check-ins w/ Mara

Future items:
-follow up with POD & Pramilla, re: mini retreat
-developing online content for eFECS website


Other items you should know about:
-training objectives & approach, for eFECS, were approved by eFECS PIT
-Will be spending a bit of time with Matt, new Business Analyst, next week
-Pre-Operation Dr. appt on Wed, Aug 5th 2-4 (out of the office after that)
-1/2 day vacation on Friday, August 7th (out after 12pm)
-Dentist Wednesday (will go to UTG meeting after DDS appt)

Items to review:

-Recognition profile
-Status of retreat (looking at Myers Briggs)

Weekly Report for May 25, 2009

Done:

-Asked Pramilla what she anticipated covering in quarterly meetings w/MyFD CS
-Reviewed interview questions (meeting w/ Ted & Pramilla 6/2 to review approach for 1st round interviews)
-Attended FEC Training
-Provided input re: Biennium Close newsletter, and wrote article re: transferring from closed biennium, to Donna Andreason.
-Helped Laurie Hunt determine whether or not one of her paper reports needed to be kept for Records Retention purposes.
-Reviewing 117 resumes (one more day of uploads, then req is closed)
-Created draft Captivate (My 1st!) for interactive Biennium Close Calendar
-Monthly mentoring
-Helping create structure for RQT program representation (Puja/Katy)
-Biennium Close Team (MyFD Calendar was confusing for those attending meeting. Jumped right to looking at the dates at bottom and not reading the specifics)
-FFR Class - new format discussed - 4 hour basics class, with one hour of that being FAQs that the accountants handle AND a 2-3 hour hands-on class using accountants/GCA/MyFD Staff to mentor
-Short week (out sick w/Sophia one day and Holiday on Monday)


Upcoming:
-Cost Share Training (June 2nd)
-Dawna on vacation June 5th
-Phone interviews & in person interviews (week of June 8th)
-Planning on attending eFECS UTG on Wed
-Enhancement gathering for CS Check-in w/ MB (Thursday am)

Team Updates Needed
-Are catalyst surveys ok? Need adjusting?
-Newletter--what's left and when will it go out?
-Puja ok to discuss BAR/BSR update at CS/MB meeting?

Week of May 18, 2009

Done
-Dean's Day testing (repeat - looking for "unsubmit button" bug)
-Attended queries class for BHNS, reviewed course materials and provided class feedback to JK
-eFECS/MyFD job posted in UWHires (interviewing to begin June 1, 2009
-Followed up w/ Jelena re: help page FAQs (timeout & printing w/ colors as well as 2 more advanced questions-see bottom of blog entry for details). I explained that the first 2 FAQs are already in our pages and that the other two are too advanced for our users-we're targeting newer users, vs. experienced.
-ordered supplies
-coordinating efforts to lower desks
-Lead check-in between Melissa, Lisa and Pramilla
-Meeting re: MyFD Dashboard--will measure training satisfactions, call volume
-Attended lots of meetings (not a lot of desk time last week)
-Leader's Quarterly Meeting
-Attended STAR award

Will do
-Help Donna Andreason w/ Biennium Close Newsletter
-Finish Biennium Close Training (for draft review)
-Document PCA Chat w/ JK (send to MB)
-Review resumes
-send new job info to FMEIT
-Get JK new class objectives
-Finish presentation for Procurement Services Customer Support Presentation


Thinking about/Need to discuss
-Pramilla will begin checking in with me re: what we're all working on, timing and progress against goals. I need the team to make sure you're keeping me up to date.
-can we check to see if 3 hours is available for Managing Budgets class? Two hours won't be enough


Add'l notes:

1. The "previous transfer" flag for the high risk template is only accurate as of the moment a transaction screen is submitted. The rule is that "prior transfers" include anything actually previously transferred, plus anything that is in submitted status at the moment you place the screen into submitted status. The latter one could change before the day is out, i.e. the other screen could get un-submitted and deleted and, if that was the only "prior transfer" then the flag would be false.

2.Reviewer "training" - remember: on undo, in a multiple review situation, the reviewer may see a "you have submitted" message, but if they go back to find the page on the Saved & Submitted page, they won't find it in SUBMIT status if they don't UNDO on the ETForm, they need to UNSUBMIT on the Saved & Submitted page

Report for the week of May 4, 2009

What you might be interested in:
-Passed on my notes, for activating Org Codes for PCA & entering PCA codes in FIN to Jerrica
-eFECS position description created and req set up in UWHires--waiting for approval from HR and Compensation
-Completed the Asbestos training (online)
-Taught FFR
-Attended, and gave input for FDI Lessons Learned
-took care of group email in afternoon 5/8 while JK took vacation and PP had Md appt
-Mid-year mentoring workshop
-Scheduled FEC & Cost Share training w/Suzette
-Meetings, meetings and more meetings

Things I plan on completing by 5/18
-Presentation materials for FM meetings (all about MyFD)
-Group metrics/measures
-produce materials for new MyFD Class


Other stuff
-Out with sick child on 5/11
-formalizing vacation process with Pramilla
-Web work transitioning from Usability Group to MyFD-June/July
-Pierre's traveling so expect me in the office at 9:00 and working in the evenings

Weekly Report for 5/5/09

What might interest you
-LOTS of time spent in meetings; 14 hours total (FIN Services/Proc. Services, All Hands, Manager HR Mtg, Mentoring, 1x1 w/ Pramilla, PPC Board, Biennium Debrief, MyFD Team meeting, and LEAD Team)
-Provided input to Donna Andreason re: Originating Table info found in our glossary (thanks to JK for listening to my ideas and proofing my writing)

-Biennium Testing
-FFR Prep (meeting with group to organize and print/prepare materials) --took about 4 hours
-completed employee survey
-interviewed for eFECS training needs assessment
-working w/ LEAD Team re: new facilitator-trying to determine if roles will shift/adjust
-transitioned to new office space


To do this week
-work w/ HR on posting job req for eFECS/MyFD position
-work w/ compensation office for new position
-update FFR w/ changes needed from last class
-pull stats for CS Team (call/email volumes, training satisfaction, web stats)
-setting up w/ Pramilla/Tom/Karen re: dashboard measures for our team
-add auto reply to my personal email (the one created by Jerrica)
-determine new dates/approach for new training classes. Would it be best to work on some of our items collectively?
-update EDP
-establish interview schedule for first and second rounds (needs to be modified from what currently exists)
-order office supplies (mirrors and glare screens--is this getting any better?)
-Update LEAD Team presentation
-Log customer service calls

Future things I'll be working on
-On boarding plan for new employee
-presentation for All Hands Meeting (Financial Services and Procurement Services) re: MyFD and the work we do.
-provide feedback to JK/PP re: exisiting Getting Started Guides (how will these need to change as a result of our new classes?)
-Biennium Close Training
-Using the "hunt" feature for our phones (to gather customer support call data)
-working with POD to figure out additional options for FFR Class (there's a possibility we could offer the class 2x/yr and supplement w/ our curriculum during other parts of the year)


Extra stuff to discuss/inform you of:
-Pramilla would like to meet with each of you quarterly, to check-in on how she can support you
-Pramilla would also like to occasionally attend out staff meetings
-Would like us to present "what we do" at her 5/22 staff meeting w/ her cust supp group
-Will hold a mini EDP session for our group and Procurement Customer Service Group
-Nebula has free computer training rooms in the Tower--may want to consider using them
-This week:
-Mentoring workshop (Thurs 5/7), and eFECS training check-in
-Who will teach Behavioral Nursing class? Jerrica?
-Gina Salois will begin tracking what types of JV requests they're getting--if they're getting them from central offices, they will eventually help GCA inform users that they should be using MyFD for transfers
-Suzette will be inviting us to her next FEC Training event

Weekly report for 4/20/09

What you might be interested in:

eFECS:
-invitations went out for needs assessment interviews
-finished job description (position posting put on hold)
-scheduled interview times (1st and 2nd rounds)

LEAD Team
-Re-created slide set for FMEIT presentation (5 hours)

Other
Vacation on Monday (1/2 day catching up)
P2P Lunch
Lots of time spent on move
QI Principles w/V'ella
Added 66 PCA Codes for Libraries group

Transition to new Unit:
-1x1 Pramilla (scheduled weekly)
-Prepping for move with less than one week notice (setting up movers, phones, packing etc.)

Need to discuss:
-Use of UW property for personal use
-Who to contact if you're late
-Vacation process (essentially the same as before but I'll send approved requests to Pete Federici instead of Shelley).
-Auto response for MyFD questions going to personal email
-Meetings not to be missed this week (Wednesday & Thursday-all hands meeting with Ann re: layoffs/budget cuts)
-reminder re: goal for training objectives/class materials
-EDPs are part of Financial Services dashboard
-Customer service survey
-Question from Melissa re: budget balance availability @ biennium crossover

Need updates on:
-Biennium calendar

To Do:
-Learning objectives for "managing budgets" class
-Coordinate FFR for next week's delivery
-Biennium Close Newsletter
-Biennium Close Testing
-One-on-Ones
-

April 13, 2009 Report

What you might be interested in:

• planning for eFEC/MyFD customer support; wrote job description, working on funding/position approval
• Finalized proposal re: Leader's Needs Assessment to be delivered to Ann, Sue & Ruth
• Discussed administrator requirements for RightNow software
• Planning for MyFD transition to Financial Management
• eFECS Training Meeting (checking-in on timelines/tasks/developing interview team/needs assessment interviews)
• Feedback re: newsletter
• participated in RST meeting w/GCA
• Completed final biennium close calendar
• Biennium close testing
• Compiled stats for Charles/Melissa
• Secured training times for 4/28/09 (who will set up training calendar, catalyst survey, lead training, etc)
  

Working on this week

• integrating MyFD into Financial Management (meeting w/ Jeff Folman & Pramilla Chand)
• Determine approach for continuing training
• Training for Burke Museum
• Meeting with Pramilla

**Working 1/2 day Thurs, on vacation Thurs pm, Friday and Monday.**

Things that need to be worked on/followed up on by team:

• Questions for Pramilla
  
• PCA documentation for web
• redo training webpage (remove gmail calendar, add new links to catalyst survey)
• reschedule web meeting
• 
  

March 30, 2009 Report

Thanks

• To Puja for entering the rest of Originating Table Entries into the glossary for me!
  
• Jerrica, nice job on the newsletter content!
  

What I did that might interest you...

• Review and provided feedback on MyFD Newsletter
• Followed up with Kirsten re: using GCA as a contact for benefits only transfers
• provided input for V'ella/charles meeting
• Created draft biennium calendar for Puja
  
• Hosted "Training Brainstorm" meeting (3/26)
• Finish gathering stats for check-in w/ CB & MB
• Followed-up with Ted Mordhorst re: new field in MyFD (still need definitions before we can add the field)
  
• Follow-up with Ted Mordhorst re: "benefits statement" bug/responses, or lack there of
• created write up to describe when to use old JV process vs MyFD for publication on Biennium Close website and the Bank/Accounting website
  

Issues & FYIs

To Do

• Need to get together to talk about web work/brainstorm (jk will reschedule)
  
• Wrap up conversation re: training (combine classes, how to modify classes for future use)
• Need PCA Help on help pages

This week

• In late on Wednesday (10?) working late on Wed
  

March 23, 2009 Report

What I did

MyFD

• Taught Intro to Reports, mostly unaided--Yay!
• Drafting Intro to Reports course materials
• Contributed articles for FM Newsletter (Jeff Folman). Subjects were re: Transactions training wrapping up and biennium close information
• Group email back up while Puja was on vacation
• Group email back up while Jerrica was out sick
• Reviewed i:drive files and kept what I wanted and allowed Jerrica to purge the rest
• Shared idea to sign all former trainees up for our listserv so they receive MyFD and biennium close information
• Followed up with end users that should have gotten "FDI System Reject or Returned by Compliance" messages (sent on behalf of Dev Team so they could validate whether or not the system was functioning properly
• Provided feedback to Melissa, for the "budget instance" memo she created
• Had to redo spreadsheet containing "benefits reason" and sent two versions to Dev Team to update
  

DSC

• Suggested team lunch at Shalimar
• Reconciled old budget for Charles
• Cubicle move completed, excess furniture went to MAA--yay!
  

eFECS

• March-April training timeline in place for Phase II (will work with Toyin to interview administrators on their current FEC processes - part of a campus training needs assessment)

LEAD Team

• Arranged agenda for meeting with Ann, Sue & Ruth re: Leader's needs assessment findings and recommendations (4/22/09)

Trainings

• Repurposed 4/9 Administrator class, to be a lecture class
• Proposed idea to have a "sign up list" for hands on classes (possibly schedule our free courses-lecture and administrator-but have sign ups for the classes that cost $. This will allow us to still have training classes available but not have low enrollments for the classes we have to pay for)

Biennium Close Team:

• Received approval for "special edition" biennium close newsletter (will host on AP website and link to it via FM Newsletter)
• Received approval for e-learning topics and for this method to be the delivery mechanism
• Created email template for new newsletter
• Reviewed new website and provided feedback
  

What I'll be working on

MyFD

• Review MyFD Newsletter (Thurs)
• Enter originating table entries into MyFD Glossary
• Schedule reoccuring MB/DG Check-in meetings
• Schedule reoccuring CB/MB/DG Check-in meetings
• Prep for "Training Brainstorm" meeting (3/26)
• Finish gathering stats for check-in w/ CB & MB
• Follow-up with Ted Mordhorst re: new field in MyFD
• Follow-up with Ted Mordhorst re: "benefits statement" bug/responses, or lack there of
  

DSC

• Strategy map items for Charles
• Article for Directions (modify OIM information - Dan needs before 3/26)
• Understand/evaluate what it takes to be an Administrator for RightNow. (meeting on 4/
  
• Surplus old desks
• Find my monitor (ask Aubrey)
• V'ella update for Charles
  

eFECS

• Talk to HR re: hiring process for eFECs position
• Solidify staffing approach w/ Melissa, Lisa Yeager & Charles
• Write job description
• Schedule eFECS interviews with campus administrators/staff (8)
  

LEAD Team

• Send out timeline reminder for recommedations

Training related

• FFR: Streamlining class to cut delivery time down to 6 hours and cut trainer resources by
  1/2
• Creating e-learning draft for biennium close training
• Finalize Intro to Reports training slides (intent is to create a more comprehensive take-away package for students and to have training documentation for a future trainer)
• Will teach 4/15 Burke Museum training
  

Biennium Close

• Follow up on articles that were to be written up by Purchasing

Issues & FYIs

Scheduling

• One-on-ones scheduled for later this week
• Not going to volunteer for Board next year
• Travel will impact my schedule next week
• On vacation 4/16-4/20
  

Odd stuff from last week

• Network was down a significant amount 3 out of 4 days
  

Items to discuss later

• Any help needed with regard to the web meeting on Friday?
• Need help w/ newsletter topics?
  

March 2, 2009 Report

What I did

• 3 eFECS questions (one re: how to get access, the other re: faculty not being searchable)
  
• combined responses for "compliance bug" and sent to developers (approx 30 people's requests input)
• planning for beyond rollout
• Reviewed queries e-learning and provide verbal feedback to Jerrica
• Planned for removal of most of our excess furniture (will need to find a home for our extra desks
• Sent proposed Biennium Close Communications sub-team agenda to Donna & Pramilla
• Rec'd feedback from Erick Winger re: biennium close training objectives
• On group email for 1 week
• Attended time management class
• Provided feedback regarding March Newsletter
• Taught FFR class (all-day)
• Cancelled a few transactions training classes
• Planning/redistributing work while Puja is in India
• Added "system down" message early Sunday morning
  

What I'm hoping to do

• Finish adding MyFD activities to the strategy map
• follow up with those who haven't filled in spreadsheet completely (ask Ted if he'd like to do this, or if we can do it on his behalf) Sort of nervous about enforcing compliance when it's not really our role to be compliance experts
  
• reschedule one-on-ones
• Meet w/ FFR team to strategize on how to deliver the class more efficiently/effectively
  
• Pack up desk stuff and clean up office space for move on 3/9
  
• Show RaeAnn how to blog
• Need to fix "benefit" budget spreadsheet (items ended up not matching up with existing data)
• update Fastrans Area Codes in MyFD Glossary (200 entries)
  
• Send notes re: LEAD Retreat, sub-group focus and next meeting details
• Make sure Cheryl gets the proposed Spring Leader's Quarterly agenda (to share with Ann & Sue)
• Meet with Susan Aaron Moller re: FFR and see if she can attend our post training meeting (to talk about what course changes will need to be made in light of budget sensitivities)
• Pull together monthly stats for Charles/Melissa
• Reschedule retreat
• Review i:drive files for JK
  

Issues

• Short week last week-out for all day training then was out for 1/2 day due to snow/kids school being cancelled.
• 
  

Development

February 23rd Report

What I did

• LEAD Team Retreat (co-lead all day retreat, took notes, facilitated Leader's Quarterly planning discussion)
• Lead review of FFR Materials with Financial Accounting, GCA and Purchasing.
• Sent eFECS proposed support structure of phase II to Jerrica and Puja
• Worked with Travel Office on hands-on training classroom options
• Asked group to have their top "pinch point" sent to me by 3/2 so I can get them to Cheryl
• Emailed Puja and Jerrica eFECS triage structure
• Check-in w/ Charles & Melissa
  -reducing class offerings, especially those with a cost associated with them
  -shared statistics (really helped Melissa and Charles understand what's going on with our team)
• Sent recognition to two copy center staff (Jake & Ferris) for the great customer service experience (copied Katy Folk-Way on message)
• 
  

What I'll do

• Finish adding MyFD activities to the strategy map
• Review queries e-learning and provide feedback to Jerrica
• Show RaeAnn how to blog
  
• Obtain final proposal for furniture installation cost, see if MAA wants any of our old furniture & contact Surplus so they can collect the remaining items
• Send notes re: LEAD Retreat, sub-group focus and next meeting details
• Make sure Cheryl gets the proposed Spring Leader's Quarterly agenda (to share with Ann & Sue)
• Send proposed Biennium Close Communications sub-team agenda to Donna & Pramilla
• Check with Erick to see if he has ideas for biennium close training objectives
• Meet with Susan Aaron Moller re: FFR and see if she can attend our post training meeting (to talk about what course changes will need to be made in light of budget sensitivities)
• Cancel one of each type of training class in march
  

Issues

• Need a back up for group email on 2/25 since I will be teaching FFR all day
• Attending a course on Time Management on Thursday 8:30-12:30
• 
  

Development

February 16th Report

Activities from week of 2/9/09

• Finished booking what rooms I could for biennium testing (didn't add Jerrica to invites because she'd indicated that she wanted to test on her own)
• Added calendar appts to remind myself to send out class reminders (only did it if I was scheduled to be the lead trainer)
  
• Prepared for all day LEAD team retreat
• Rescheduled MyFD Retreat for March 10th. Also set up time to meet with Cheryl on 3/3/09 to review agenda and current "pinch points"
  
• Eliminated at least 200 emails from personal email inbox
• Worked with Erin Fay regarding business rule change for EIO fabrications (she will need to work with MAA & Financial Accounting if the rule should change. Also reminded her that anyone with Restricted Expense Central Office authorization can submit these types of transfers)
  
• Emailed Jerrica and Puja completed January stats for
• -No-show rate (including capacity utilization)
• -Group email/phone stats
• Revewing reactionnaire stats
• Emailed Susan Aaron Moller to see if they have a training needs assessment we can use for biennium crossover testing
• Attended:
• -Leader's Quarterly
• -Developing Extraordinary Leadership
• -Biennium Close Business Rule Meeting (forwarded decision document to Jerrica and
  Puja for review)
  

Things to do during week of 2/16/09

• Look at enhancement list from November (sent by Jelena). Decide if they're still enhancements/issues
• Presenting "weekly stats" blog at SMG meeting (does Puja want to present this?)
• Present Charles and Melissa with group stats (first of this sort of meeting)
• Learn about new MyFD Budget with Melissa & Charles
  
• Discuss hiring another person w/ Melissa & Charles
• Meeting with FFR Group to prep class for 2/25
• Obtain latest and greatest triage structure from Gwen/Lisa
• Send eFECS support plan proposal to Jerrica & Puja. This provides the reasoning as to why MyFD will help with the support of eFECS
  

Issues related to accomplishing goals

• Very short week with lots of meetings and 1 day of vacation time. Not much time to get big stuff done.
  

Development/Schedule items

• LEAD Team retreat all day Wednesday
• FDI Core & CS/MB on Tues afternoon
• Out on Friday (kids don't have school this entire week)
  

Dawna needs to let you know/discuss:
-Update regarding budget cuts (what we learned during Leader's Quarterly)
-Work from home policy that Strategy Management uses
-Please make sure we're not duplicating group email numbers
-Closed biennium transfers (escallation path)
-Need to reschedule time to talk about newsletter topics
-would like to know where we are with e-learning (queries & submitter tutorials)
-Do we have time set aside to talk about the MyFD Help Pages? (JK was to set up time)

February 9, 2009

Activities from last week

1. Created stats for January
   
   
   
   
   Group email:

2. Access	DSC Reports	Enhancement	Other	PCA	Queries	Reports	Training	Transactions	(blank)	Grand Total
   30	3	8	7	7	26	30	90	69	5	277

1. No show rate

   	Lecture	Hands-on	Administrator
   Registered	53	54	99
   Attended	50	51	53
   % No show	6	6	46

2. Number of trainings delivered
   5 Administrator
   2 Lecture
   6 Hands-on
3. Set up check-in meetings for CS Team/Melissa for the 2nd Wednesday of the month, March through December
4. Working with Jelena re: last TT item
5. Continuing to explore needs assessment questions for Biennium Close Training
6. Spoke to Michelle Lynch re: furniture. Meeting with Eric from MBI to discuss the space planning for our office.
7. Created the now show Excel document & figures
8. Talked with Christi Chapman, and the eFECS crew (Lisa, Gwen, Mike Anthony & Suzette) regarding the proposal for MyFD's involvement with eFECS during phase II.
9. Stats for Charles/Melissa meeting completed
10. Taught 3 classes (2 administrator & one lecture)
11. Working on EDP with Mentor
12. Supported/encouraged Jerrica to work from home so she could have quiet time to work through her queries/pca goals
13. Picked up copies for Hands-on/Lecture, Administrator and laminated budget cards
    
    Goals for this week
    

1. Finish booking SFS room for Biennium testing
2. Set up meeting with Melissa to discuss which project items will continue to be paid for on her budget (a portion of her budget is being transfered to MyFD. Michelle is working on getting a new budget number created)
   
3. Look at enhancement list from November (sent by Jelena)
4. Prepare for all day lead team retreat
5. reschedule MyFD Retreat
6. Eliminate at least 200 emails from personal email inbox
7. Chat with Erin Fay regarding business rule change for EIO fabrications
8. put personal reminders on calendar to send out class reminder to students
9. add % capacity vs. actual enrollment #s
10. Removed 2 administrator trainings from April
11. Contributed topics for February Newsletter
    
    

Issues related to these goals

1. 
   

Development/Other items

1. Development Class: Developing Extrodinary Leadership (a follow up class to the Extraordinary feedback class I took a while ago)
   
2. MEETINGS: Leader's Quarterly, Biennium Close Business Rule Meeting
3. Team building: Fare Start
4. Wednesday, in late (out from 8:00-11ish for Board Meeting)
5. Friday, work from home
   

Week of February 1, 2009

Activities from last week

1. Bravo award & americanos given to Puja and Jerrica for their Training efforts at Bothell
2. Canceled Tower auditorium and instead booked Electrical Engineering, room 403, for the lecture trainings
3. Updated Google Calendar w/ new room location for lecture classes (now reflects new rooms)
   
4. Notice sent to trainees registered for 2/11 class (hands-on class was canceled due to lack of computer classrooms - the room we'd originally booked needed to be used for an academic class)
5. Completed "V'ella" document for Charles check-in w/her
   
6. Budgetary figures, for using the excess Tower furiture, were forwarded to Michelle Lynch
7. Budget # cards were sent to copy services (the card used for training classes)
8. Scheduled team lunch for 2/12/09 at Fare Start (in lieu of Theo Chocolate Tour)
9. Copy request sent to Copy Services for Administrator and lecture/hands on training
10. updated Administrator training with new process flows and updated Website screen shot
11. Began using Jerrica's suggested meeting format (reviewing weekly stat report in one meeting and setting up a separate meeting to work through group training activities)
12. Began using Puja's suggested Weekly Status Meeting format via Blogger.
    

Goals for this week

1. Reschedule CS/MB Check-in. 2/3 won't work because it conflicts with a meeting that's on Melissa's calendar.
2. On group email this week
   
3. Close out TT items - follow up to see if item #265 can be tested in test system
4. look into creating needs assessment for biennium close - what would users like to see in training
5. Finish booking SFS room for Biennium testing
6. Follow up with Michelle Lynch re: funding for furniture
7. Create spreadsheet to track attendance/no-shows so we don't have to keep the paper copies after each class.
8. Meet with Christi to talk about eFECS approach for future phases
9. Set up meeting for Lisa/Mike Anthony so we can talk about roles/responsibilities for future eFECS phases
10. Pull monthly metrics for Charles/Melissa check-in
    -No show rate by class type
    -Call/email volume broken out by topic
    -# of classes delivered
11. Look at enhancement list from November (sent by Jelena)
    
    

Issues related to these goals

1. 
   

Development/Other items

1. TRAININGS: 2/3 Lecture, 2/4 Gig Harbor, 2/5 Administrator
2. MEETINGS: FINPIT, eFECS Planning for Phase II, Mentoring Meeting
   

Week of January 26, 2009

Activities

1. 
   

Goals

1. Have printouts of finalized class materials and laminated cards copied
2. Follow-up on Tower furniture (checking out actual furniture, assessing cost to install, sending approximate costs to Michelle Lynch)
3. Review/Close any remaining TT items assigned to me
4. Explore CRMtools and continue to press for getting Right Now licenses
5. Understand preference for group outing (Fare Start vs. Theo)
6. Finish booking rooms for ciennium close testing
7. Finanalize FFR Class materials for Anthony (POD)-converting paper appendix to electronic format
8. Develop communication strategy for biennium close team
9. Complete "V'ella" document for Charles
   

Issues

1. See if Charles can influence us getting licenses for Right Now. Currently, FM has more licenses than are suppose to. FM has over 100 licenses and are suppose to have somewhere between 40-50. FM is challenged with removing licenses from Right Now, because any content that's attached to those licenses that need to be removed, would be lost forever.
   

Developement stuff

1. 1/28/09 Dentist appt at 7:00. Should be in by 8:30 or 9:00
2. 1/29 In class from 1:30-4:30 (POD Class called, "Creating a Culture of Career Development")
3. 1/30, Working from home